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Portfolio Diversification
Range
Most Diversified
15 instruments
March 11, 2024
Least Diversified
0 instruments
April 4, 2026
Average
12.3 instruments
Most Consistent Holdings
Top 5
COST99.84%
SPGI97.18%
BRK.B96.46%
OXY89.3%
NKE75.3%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 9.24% | 6.47% | 96.46% | - |
| S&P Global (SPGI) | 8.78% | 7.05% | 97.18% | - |
 VICI Properties (VICI) | 7.97% | 0% | 68.54% | 7/3/2025 |
| Costco (COST) | 7.29% | 5.54% | 99.84% | - |
 Vanguard S&P 500 ETF (VOO) | 6.2% | 0% | 16.73% | 7/31/2023 |
 Salesforce (CRM) | 5.39% | 9.34% | 62.43% | - |
 Mastercard (MA) | 5.21% | 8.29% | 69.59% | - |
 Moody's (MCO) | 5.13% | 7.22% | 69.59% | - |
 Alphabet (GOOG) | 5.12% | 18.63% | 39.34% | - |
 Amazon (AMZN) | 4.54% | 11.45% | 58.33% | - |
 Union Pacific (UNP) | 3.04% | 0% | 53.34% | 11/4/2024 |
| Nike (NKE) | 3.03% | 2.03% | 75.3% | - |
| Occidental (OXY) | 2.95% | 0% | 89.3% | 3/25/2026 |
 SoFi (SOFI) | 2.8% | 0% | 53.98% | 11/12/2024 |
 Ulta (ULTA) | 2.55% | 0% | 44.09% | 12/11/2024 |
 ASML (ASML) | 2.43% | 10.44% | 39.74% | - |
 Chipotle (CMG) | 2.26% | 0% | 28% | 7/19/2024 |
 Booking (BKNG) | 1.54% | 0% | 39.9% | 11/24/2025 |
 Adobe (ADBE) | 1.3% | 6.55% | 21.16% | - |
 Domino's (DMP.ASX) | 0.85% | 0.43% | 65.16% | - |
 UnitedHealth (UNH) | 0.44% | 0% | 11.26% | 6/27/2025 |
 Novo-Nordisk (NVO) | 0.22% | 0% | 5.31% | 9/20/2023 |
 Crocs (CROX) | 0.21% | 0% | 5.87% | 7/13/2023 |
 CAVA (CAVA) | 0.2% | 0% | 3.62% | 11/12/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.16% | 0% | 1.61% | 2/8/2023 |
 Bank of America (BAC) | 0.1% | 0% | 2.09% | 5/3/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.07% | 0% | 1.85% | 11/10/2023 |
 Fisher & Paykel Healthcare (FPH.ASX) | 0.07% | 0% | 2.41% | 4/9/2024 |
 Tesla (TSLA) | 0.04% | 0% | 2.01% | 1/26/2023 |
 PayPal (PYPL) | 0.02% | 0% | 0.64% | 11/28/2023 |
 LVMH (MC.PA) | 0.02% | 0% | 0.56% | 5/8/2023 |
 Alphabet (GOOGL) | 0.02% | 0% | 0.64% | 12/14/2023 |
 Church & Dwight (CHD) | 0.02% | 0% | 1.37% | 1/18/2023 |
 Ethereum (ETH) | 0% | 0% | 0.08% | 10/17/2023 |
 Alibaba (BABA) | 0% | 0% | 0.32% | 1/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 9.88% | 15.57% |
| Salesforce (CRM) | 13.18% | 11.04% |
| Amazon (AMZN) | 11.53% | 10.45% |
| Mastercard (MA) | 9.88% | 9.38% |
| S&P Global (SPGI) | 8.24% | 8.44% |
| Moody's (MCO) | 8.24% | 7.96% |
| Adobe (ADBE) | 8.24% | 7.05% |
| ASML (ASML) | 4.94% | 6.62% |
| Berkshire Hathaway (BRK.B) | 4.94% | 6.48% |
| Costco (COST) | 3.29% | 4.78% |
| Nike (NKE) | 4.94% | 2.92% |
| Occidental (OXY) | 3.29% | 2.17% |
| Domino's (DMP.ASX) | 1.65% | 0.62% |
Cash & Instruments Over Time
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