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Portfolio Diversification
Range
Most Diversified
15 instruments
March 11, 2024
Least Diversified
6 instruments
January 27, 2023
Average
12.3 instruments
Most Consistent Holdings
Top 5
COST100%
SPGI97.13%
BRK.B96.34%
OXY94.87%
VICI74.15%
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) | 9.47% | 6.66% | 96.34% | - |
| S&P Global (SPGI) | 8.93% | 7.63% | 97.13% | - |
| VICI Properties (VICI) | 8.62% | 0% | 74.15% | 7/3/2025 |
| Costco (COST) | 7.43% | 5.92% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 6.71% | 0% | 18.1% | 7/31/2023 |
 Salesforce (CRM) | 5.08% | 10.07% | 59.53% | - |
 Moody's (MCO) | 4.98% | 7.82% | 67.28% | - |
 Mastercard (MA) | 4.95% | 9.08% | 67.28% | - |
 Alphabet (GOOG) | 4.2% | 15.96% | 34.55% | - |
 Amazon (AMZN) | 4.03% | 10.4% | 55.09% | - |
 Union Pacific (UNP) | 3.29% | 0% | 57.7% | 11/4/2024 |
| Occidental (OXY) | 3.13% | 2.99% | 94.87% | - |
 Nike (NKE) | 3.1% | 2.85% | 73.46% | - |
 SoFi (SOFI) | 3.03% | 0% | 58.4% | 11/12/2024 |
 Ulta (ULTA) | 2.76% | 0% | 47.69% | 12/11/2024 |
 Chipotle (CMG) | 2.44% | 0% | 30.29% | 7/19/2024 |
 ASML (ASML) | 1.89% | 9.2% | 34.99% | - |
 Booking (BKNG) | 1.66% | 0% | 43.17% | 11/24/2025 |
 Adobe (ADBE) | 0.89% | 7.35% | 14.88% | - |
 Domino's (DMP.ASX) | 0.88% | 0.51% | 62.84% | - |
 UnitedHealth (UNH) | 0.48% | 0% | 12.18% | 6/27/2025 |
 Novo-Nordisk (NVO) | 0.24% | 0% | 5.74% | 9/20/2023 |
 Crocs (CROX) | 0.23% | 0% | 6.35% | 7/13/2023 |
 CAVA (CAVA) | 0.22% | 0% | 3.92% | 11/12/2024 |
 Vanguard Total Bond Market ETF (BND) | 0.18% | 0% | 1.74% | 2/8/2023 |
 Bank of America (BAC) | 0.11% | 0% | 2.26% | 5/3/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.08% | 0% | 2% | 11/10/2023 |
 Fisher & Paykel Healthcare (FPH.ASX) | 0.07% | 0% | 2.61% | 4/9/2024 |
 Tesla (TSLA) | 0.05% | 0% | 2.18% | 1/26/2023 |
 PayPal (PYPL) | 0.03% | 0% | 0.7% | 11/28/2023 |
 LVMH (MC.PA) | 0.03% | 0% | 0.61% | 5/8/2023 |
 Alphabet (GOOGL) | 0.03% | 0% | 0.7% | 12/14/2023 |
 Church & Dwight (CHD) | 0.02% | 0% | 1.48% | 1/18/2023 |
 Ethereum (ETH) | 0% | 0% | 0.09% | 10/17/2023 |
 Alibaba (BABA) | 0% | 0% | 0.35% | 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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