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Portfolio Diversification
Range
Most Diversified
9 instruments
January 2, 2023
Least Diversified
0 instruments
November 12, 2025
Average
6.3 instruments
Most Consistent Holdings
Top 5
VOO99.55%
BRK.B99.48%
MSFT61.94%
UNH61.94%
MA61.94%
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) | 9.56% | 10.91% | 99.48% | - |
| Vanguard S&P 500 ETF (VOO) | 8.42% | 11% | 99.55% | - |
| Mastercard (MA) | 5.36% | 0% | 61.94% | 4/25/2025 |
 Invesco QQQ (QQQ) | 5.2% | 0% | 61.94% | 4/25/2025 |
| Microsoft (MSFT) | 5.15% | 0% | 61.94% | 4/25/2025 |
| UnitedHealth (UNH) | 4.73% | 0% | 61.94% | 4/25/2025 |
 LVMH (MC.PA) | 4.55% | 0% | 61.94% | 4/25/2025 |
 Nestle (NESN.ZU) | 3.44% | 0% | 61.94% | 4/25/2025 |
 Roche (ROP.ZU) | 3.05% | 0% | 61.94% | 4/25/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.41% | 10.9% |
| Vanguard S&P 500 ETF (VOO) | 7.04% | 9.96% |
Cash & Instruments Over Time
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