Holdings over time
(Since March 15, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Berkshire Hathaway (BRK.B) | 21.68% | 35.54% | 99.66% | - |
 Alphabet (GOOG) | 13.16% | 5.42% | 99.66% | - |
 Meta (META) | 12.21% | 7.35% | 99.66% | - |
 Apple (AAPL) | 8.41% | 5.78% | 72.46% | - |
 JPMorgan (JPM) | 8.02% | 6.94% | 95.7% | - |
 SPDR S&P Regional Banking ETF (KRE) | 7.73% | 0% | 57.49% | 5/6/2024 |
 American Express (AXP) | 7.26% | 3.25% | 99.66% | - |
 Coinbase (COIN) | 4.86% | 1.01% | 99.48% | - |
 Alibaba (BABA) | 3.51% | 0% | 41.65% | 6/3/2024 |
 Dow (DOW) | 3.1% | 0% | 34.08% | 10/2/2023 |
 BASF (BAS.DE) | 2.99% | 0% | 33.91% | 10/2/2023 |
 Occidental (OXY) | 1.4% | 0% | 34.08% | 10/2/2023 |
 Visa (V) | 1.28% | 9.68% | 23.75% | - |
 NVIDIA (NVDA) | 1.01% | 13.74% | 10.5% | - |
 Salesforce (CRM) | 0.98% | 3.47% | 23.92% | - |
 Adobe (ADBE) | 0.73% | 2.66% | 20.31% | - |
 Microsoft (MSFT) | 0.63% | 5.17% | 10.5% | - |
 Bank of America (BAC) | 0.38% | 0% | 3.96% | 4/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.25% | 15.45% |
| SPDR S&P Regional Banking ETF (KRE) | 14.24% | 14.49% |
| Alphabet (GOOG) | 12.19% | 13.59% |
| Apple (AAPL) | 15.07% | 13.49% |
| Meta (META) | 8.06% | 11.09% |
| Alibaba (BABA) | 12.37% | 9.64% |
| JPMorgan (JPM) | 8.04% | 8.76% |
| American Express (AXP) | 8.06% | 7.63% |
| Coinbase (COIN) | 5.6% | 5.76% |