Active Holdings 1% - 50%
Active Holdings 1% - 100% Total Value:
- Uber: $7 billion
- Truist: $5 billion
- Tesla: $80 billion
- Capital One: $0.5 billion
- Amazon: $13 billion
- T-Mobile: $1.8 billion
- Wal-Mart: $4 billion
- Home Depot: $3.5 billion
- Alphabet: $34 billion
- Toyota: $4 billion
- Samsung: $7.6 billion
- MasterCard: $8 billion
- Visa: $9 billion
- American Express: $2.6 billion
- 3M: $2 billion
- Exxon: $12 billion
- Alibaba: $62.5 billion
- Verizon: $50 billion
- BlackRock: $2 billion
- Coinbase: $0.3 billion
- Meta: $16 billion
- Intuit: $3 billion
- Victoria's Secret: $0.14 billion
- Goldman Sachs: $2.2 billion
- Robinhood: $0.2 billion
- Berkshire Hathaway: $16 billion
- LVMH: $8 billion
- PayPal Holdings: $2 billion
- Apple: $270 billion
- Robinhood: $1 billion
- 7-Eleven Holdings: $3.5 billion
- Restaurant Brands International: $3 billion
Total Value:
Summing up all the values:
- Total Value = $7B + $5B + $80B + $0.5B + $13B + $1.8B + $4B + $3.5B + $34B + $4B + $7.6B + $8B + $9B + $2.6B + $2B + $12B + $62.5B + $50B + $2B + $0.3B + $16B + $3B + $0.14B + $2.2B + $0.2B + $16B + $8B + $2B + $1B + $3.5B + $3B
Total = $846.74 billion
This total includes only the values for companies with publicly available market caps and excludes private companies like AdventHealth and Acer.
Market cap each 10% Uber (Uber ) 10% Truist (TFC) 10% Tesla (TSLA) 1% Capital One (COF) 1% Amazon (AMZN) 1% T-Mobile (TMUS) 1% Wal-Mart (WMT) 1% Home Depot (HD) 2% Alphabet (GOOG) 2% Toyota (TM) 2% Samsung (005930.KS) 2% MasterCard (MA) 2% Visa (V) 2% American Express (AXP) 2% 3M (MMM) 3% Exxon (XOM) 25% Alibaba (BABA) 25% Verizon (VZ) 2% - 25% BlackRock 2% - 25% Coinbase (COIN) 2% - 25% Meta (META) 2% - 25% Inuit (INTU) 2% - 25% Victoria's Secret (VSCO) 2% - 25% Goldman Sachs Holdings (GS) 2% - 25% Robin hood (HOOD) 2% - 25% Berkshire Hathaway Inc Holdings 2% - 25% LVMH Holdings 2% - 25% Paypal Holdings Inc 10% - 25% Apple Holdings (AAPL) 10% - 25% Robinhood (HOOD) 50% 7 Eleven Holdings 50% AdventHealth Acer 10% Restaurant Brands International Inc. (QSR) Investor worth
Identify Current Market Capitalization:
- For publicly traded companies, you can find the market cap by multiplying the current stock price by the number of outstanding shares. This information is usually available on financial news websites or stock market apps.
Calculate Proportions:
- To find the value of a percentage allocation, multiply the market cap by the percentage given.
Calculate Total Value for Each Investment:
- Sum up the values for all individual stocks and categories.
Since the percentages for some investments are given as ranges (e.g., 2% - 25% for BlackRock), you'll need to choose a specific percentage within that range to estimate the total market cap.
Holdings:
Uber (Uber):
- Market Cap: $70 billion
- 10% of Uber: 0.10×70 billion=7 billion
Truist (TFC):
- Market Cap: $50 billion
- 10% of Truist: 0.10×50 billion=5 billion
Tesla (TSLA):
- Market Cap: $800 billion
- 10% of Tesla: 0.10×800 billion=80 billion
Apple Holdings (AAPL):
- Market Cap: $2.7 trillion
- 10% of Apple Holdings: 0.10×2.7 trillion=270 billion
For companies with ranges (e.g., 2% - 25% for BlackRock), choose a percentage to calculate an estimate:
Example for BlackRock:
- Market Cap: $120 billion
- Assuming 10% allocation: 0.10×120 billion=12 billion
Here’s how you could summarize the process for the entire list:
- List Current Market Caps: Gather current market caps for each company or group.
- Apply Allocations: Multiply each market cap by the respective allocation percentage.
- Sum Up: Calculate the total investment worth based on your allocations.
If you provide specific percentages within the ranges or confirm actual market caps, I can help you with more precise calculations.
Companies and Market Caps
Uber (UBER)
Truist (TFC)
Tesla (TSLA)
Capital One (COF)
Amazon (AMZN)
- Market Cap: $1.3 trillion
T-Mobile (TMUS)
Wal-Mart (WMT)
Home Depot (HD)
Alphabet (GOOG)
- Market Cap: $1.7 trillion
Toyota (TM)
Samsung (005930.KS)
MasterCard (MA)
Visa (V)
American Express (AXP)
3M (MMM)
Exxon (XOM)
Alibaba (BABA)
Verizon (VZ)
BlackRock (BLK)
Coinbase (COIN)
Meta (META)
Intuit (INTU)
Victoria's Secret (VSCO)
Goldman Sachs (GS)
Robinhood (HOOD)
Berkshire Hathaway Inc (BRK.B)
LVMH Holdings (MC.PA)
PayPal Holdings (PYPL)
Apple (AAPL)
- Market Cap: $2.7 trillion
7-Eleven Holdings
- Market Cap: $7 billion (estimate, private company)
AdventHealth
- Market Cap: N/A (private company)
Acer
- Market Cap: N/A (private company)
Restaurant Brands International Inc. (QSR)
Allocation Calculation
Let’s calculate the market value for each company based on the given percentages:
10% Uber
- $70 billion * 10% = $7 billion
10% Truist
- $50 billion * 10% = $5 billion
10% Tesla
- $800 billion * 10% = $80 billion
1% Capital One
- $50 billion * 1% = $0.5 billion
1% Amazon
- $1.3 trillion * 1% = $13 billion
1% T-Mobile
- $180 billion * 1% = $1.8 billion
1% Wal-Mart
- $400 billion * 1% = $4 billion
1% Home Depot
- $350 billion * 1% = $3.5 billion
2% Alphabet
- $1.7 trillion * 2% = $34 billion
2% Toyota
- $200 billion * 2% = $4 billion
2% Samsung
- $380 billion * 2% = $7.6 billion
2% MasterCard
- $400 billion * 2% = $8 billion
2% Visa
- $450 billion * 2% = $9 billion
2% American Express
- $130 billion * 2% = $2.6 billion
2% 3M
- $100 billion * 2% = $2 billion
3% Exxon
- $400 billion * 3% = $12 billion
25% Alibaba
- $250 billion * 25% = $62.5 billion
25% Verizon
- $200 billion * 25% = $50 billion
2% BlackRock
- $100 billion * 2% = $2 billion
2% Coinbase
- $15 billion * 2% = $0.3 billion
2% Meta
- $800 billion * 2% = $16 billion
2% Intuit
- $150 billion * 2% = $3 billion
2% Victoria's Secret
- $7 billion * 2% = $0.14 billion
2% Goldman Sachs
- $110 billion * 2% = $2.2 billion
2% Robinhood
- $10 billion * 2% = $0.2 billion
2% Berkshire Hathaway
- $800 billion * 2% = $16 billion
2% LVMH
- $400 billion * 2% = $8 billion
2% PayPal Holdings
- $100 billion * 2% = $2 billion
10% Apple
- $2.7 trillion * 10% = $270 billion
10% Robinhood
- $10 billion * 10% = $1 billion
50% 7-Eleven Holdings
- $7 billion * 50% = $3.5 billion
50% AdventHealth
Acer
10% Restaurant Brands International
- $30 billion * 10% = $3 billion
Summary
Holdings Market values:
- Uber (10%): $7 billion
- Truist (10%): $5 billion
- Tesla (10%): $80 billion
- Capital One (1%): $0.5 billion
- Amazon (1%): $13 billion
- T-Mobile (1%): $1.8 billion
- Wal-Mart (1%): $4 billion
- Home Depot (1%): $3.5 billion
- Alphabet (2%): $34 billion
- Toyota (2%): $4 billion
- Samsung (2%): $7.6 billion
- MasterCard (2%): $8 billion
- Visa (2%): $9 billion
- American Express (2%): $2.6 billion
- 3M (2%): $2 billion
- Exxon (3%): $12 billion
- Alibaba (25%): $62.5 billion
- Verizon (25%): $50 billion
- BlackRock (2%): $2 billion
- Coinbase (2%): $0.3 billion
- Meta (2%): $16 billion
- Intuit (2%): $3 billion
- Victoria's Secret (2%): $0.14 billion
- Goldman Sachs (2%): $2.2 billion
- Robinhood (2%): $0.2 billion
- Berkshire Hathaway (2%): $16 billion
- LVMH (2%): $8 billion
- PayPal Holdings (2%): $2 billion
- Apple (10%): $270 billion
- Robinhood (10%): $1 billion
- 7-Eleven Holdings (50%): $3.5 billion
- Restaurant Brands International (10%): $3 billion
Note: The market caps for AdventHealth, Acer, and other private companies are not available, so their values are not included.
10% Uber (Uber )
10% Truist (TFC)
10% Tesla (TSLA)
1% Capital One (COF)
1% Amazon (AMZN)
1% T-Mobile (TMUS)
1% Wal-Mart (WMT)
1% Home Depot (HD)
2% Alphabet (GOOG)
2% Toyota (TM)
2% Samsung (005930.KS)
2% MasterCard (MA)
2% Visa (V)
2% American Express (AXP)
2% 3M (MMM)
3% Exxon (XOM)
25% Alibaba (BABA)
25% Verizon (VZ)
2% - 25% BlackRock
2% - 25% Coinbase (COIN)
2% - 25% Meta (META)
2% - 25% Inuit (INTU)
2% - 25% Victoria's Secret (VSCO)
2% - 25% Goldman Sachs Holdings (GS)
2% - 25% Berkshire Hathaway Inc Holdings
2% - 25% LVMH Holdings
2% - 25% Paypal Holdings Inc
2% - 25% UPS Holdings (UPS)
10% - 25% Apple Holdings (AAPL)
10% - 25% Robinhood (HOOD)
50% 7 Eleven Holdings
50% AdventHealth
Acer
10% Restaurant Brands International Inc. (QSR)
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