Portfolio Diversification
Range
Most Diversified
62 instruments
June 29, 2024
Least Diversified
47 instruments
January 24, 2023
Average
53.9 instruments
Most Consistent Holdings
Top 5
AAPL100%
GOOG100%
META100%
MSFT100%
AMZN100%
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 |
|---|---|---|---|---|
 Alibaba (BABA) | 3.49% | 1.9% | 100% | - |
 AT&T (T) | 2.67% | 1.9% | 100% | - |
 Samsung (SMSN.L) | 2.64% | 2.01% | 100% | - |
 Intel (INTC) | 2.51% | 1.16% | 100% | - |
| Amazon (AMZN) | 2.47% | 2.32% | 100% | - |
| Apple (AAPL) | 2.41% | 2.23% | 100% | - |
| Microsoft (MSFT) | 2.36% | 2.01% | 100% | - |
| Alphabet (GOOG) | 2.28% | 2.83% | 100% | - |
 AMD (AMD) | 2.18% | 2.87% | 100% | - |
 Pinterest (PINS) | 2.15% | 0.57% | 100% | - |
| Meta (META) | 2.1% | 1.59% | 100% | - |
 FedEx (FDX) | 2.06% | 1.15% | 100% | - |
 Bayer (BAYN.DE) | 2.02% | 1.31% | 91.94% | - |
 Siemens (SIE.DE) | 2% | 1.56% | 100% | - |
 Disney (DIS) | 1.89% | 0% | 76.65% | 1/22/2025 |
 Baidu (BIDU) | 1.86% | 1.51% | 100% | - |
 Tencent (0700.HK) | 1.79% | 1.06% | 100% | - |
 IIPR (IIPR) | 1.72% | 1.72% | 100% | - |
 Enterprise Products (EPD) | 1.68% | 1.7% | 96.8% | - |
 GrowGeneration (GRWG) | 1.68% | 1.57% | 100% | - |
 iShares MSCI India ETF (INDA) | 1.65% | 2.31% | 96.9% | - |
 Xiaomi (1810.HK) | 1.64% | 0% | 71.59% | 12/4/2024 |
 Rio Tinto (RIO) | 1.62% | 1.65% | 96.8% | - |
 iShares TIPS Bond ETF (TIP) | 1.61% | 2.49% | 100% | - |
 Vanguard Short-Term Bond ETF (BSV) | 1.61% | 2.46% | 100% | - |
 Vanguard Total International Bond ETF (BNDX) | 1.6% | 2.42% | 100% | - |
 Vanguard Total Bond Market ETF (BND) | 1.6% | 2.45% | 100% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 1.59% | 2.46% | 100% | - |
 JPMorgan (JPM) | 1.59% | 1.34% | 100% | - |
 Vale (VALE) | 1.57% | 2.08% | 84.92% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.56% | 2.3% | 100% | - |
 Douyu (DOYU) | 1.53% | 0.88% | 100% | - |
 Verizon (VZ) | 1.49% | 1.65% | 79.96% | - |
 Lenovo (0992.HK) | 1.41% | 0% | 76.55% | 1/21/2025 |
 Pfizer (PFE) | 1.35% | 1.77% | 68.08% | - |
 Deutsche Telekom (DTE.DE) | 1.28% | 1.3% | 83.57% | - |
 JD.com (JD.US) | 1.21% | 0.93% | 100% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.19% | 4.92% | 33.68% | - |
 3M (MMM) | 1.17% | 0% | 59.19% | 8/5/2024 |
 Vanguard Total International Stock ETF (VXUS) | 1.17% | 4.84% | 46.59% | - |
 Tyson Foods (TSN) | 1.12% | 0% | 71.9% | 4/17/2025 |
 Bank of America (BAC) | 1.12% | 1.11% | 89.77% | - |
 Warner Bros Discovery (WBD) | 1.1% | 0% | 71.69% | 12/5/2024 |
 Boeing (BA) | 1.1% | 0.66% | 62.19% | - |
 Nike (NKE) | 1.1% | 1.66% | 60.74% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.06% | 0% | 76.55% | 1/21/2025 |
 Unity (U) | 1.04% | 0% | 71.49% | 12/3/2024 |
 Qualcomm (QCOM) | 1.02% | 0% | 56.51% | 7/10/2024 |
 PayPal (PYPL) | 1% | 0% | 71.69% | 12/5/2024 |
 Adobe (ADBE) | 0.97% | 1.59% | 55.48% | - |
 Sea (SE) | 0.93% | 0% | 71.49% | 12/3/2024 |
 Teladoc (TDOC) | 0.92% | 0% | 75% | 1/6/2025 |
 Roche (ROG.ZU) | 0.91% | 0% | 65.6% | 8/14/2025 |
 Niu (NIU) | 0.9% | 0% | 59.19% | 8/5/2024 |
 UPS (UPS) | 0.89% | 1.55% | 54.34% | - |
 Coca-Cola (KO) | 0.81% | 1.06% | 72% | - |
 TSMC (TSM) | 0.74% | 0% | 56.51% | 7/10/2024 |
 Barclays (BCS) | 0.64% | 0% | 34.5% | 6/4/2024 |
 Hershey (HSY) | 0.58% | 0% | 38.43% | 4/7/2025 |
 Airbus (AIR.PA) | 0.54% | 1.08% | 44.73% | - |
 ASML (ASML.NV) | 0.47% | 1.81% | 23.55% | - |
 Shopify (SHOP) | 0.45% | 0% | 46.28% | 4/1/2024 |
 Jumia (JMIA) | 0.44% | 0% | 43.08% | 2/29/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.43% | 0% | 18.18% | 4/4/2025 |
 BlackRock (BLK) | 0.28% | 1.45% | 18.9% | - |
 iShares EUR Govt Bond 3-5yr UCITS ETF (IBCN.DE) | 0.28% | 2.41% | 15.6% | - |
 NVIDIA (NVDA) | 0.24% | 0% | 14.57% | 5/25/2023 |
 Salesforce (CRM) | 0.23% | 0% | 19.32% | 12/5/2024 |
 Palantir (PLTR) | 0.21% | 0% | 16.74% | 6/15/2023 |
 Toyota (TM) | 0.17% | 0% | 17.98% | 6/27/2023 |
 Credit Suisse Group AG (CSGN.ZU) | 0.17% | 0% | 16.01% | 6/8/2023 |
 iShares Global REIT ETF (REET) | 0.15% | 2.44% | 8.88% | - |
 Ethereum (ETH) | 0.14% | 0% | 16.63% | 7/16/2025 |
 Starbucks (SBUX) | 0.13% | 0% | 11.47% | 8/6/2024 |
 SAP (SAP.DE) | 0.11% | 0% | 13.84% | 5/18/2023 |
 Berkshire Hathaway (BRK.B) | 0.1% | 2.18% | 5.48% | - |
 Bitcoin (BTC) | 0.07% | 0% | 9.5% | 6/3/2025 |
 Philips (PHG) | 0.07% | 0% | 6.1% | 12/26/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.06% | 1.22% | 5.48% | - |
 PepsiCo (PEP) | 0.06% | 1.04% | 5.99% | - |
 UnitedHealth (UNH) | 0.06% | 1.06% | 5.99% | - |
 Gazprom OAO-ADR (OGZDL.L) | 0.05% | 0.03% | 100% | - |
 Air France-KLM (AF.PA) | 0.04% | 0% | 3.62% | 8/5/2024 |
 PDD Holdings (PDD) | 0.04% | 0.75% | 5.99% | - |
 Lockheed Martin (LMT) | 0.03% | 0.72% | 4.65% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.03% | 0% | 1.24% | 9/27/2024 |
 Tesla (TSLA) | 0.02% | 0% | 2.27% | 5/7/2024 |
 Western Digital (WDC) | 0.02% | 0% | 2.27% | 1/23/2023 |
 Albemarle (ALB) | 0.01% | 0% | 1.45% | 5/15/2023 |
 Deutsche Bank (DB) | 0.01% | 0% | 1.03% | 4/3/2023 |
 United Airlines (UAL) | 0% | 0% | 0.52% | 4/9/2025 |
 Meituan (03690.HK) | 0% | 0% | 0.62% | 4/4/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 3.7% | 2.99% |
| Vanguard Total Stock Market ETF (VTI) | 2.74% | 2.77% |
| Schwab US Dividend Equity ETF (SCHD) | 2.74% | 2.69% |
| Vanguard Total International Stock ETF (VXUS) | 2.74% | 2.6% |
| Amazon (AMZN) | 2.19% | 2.6% |
| Boeing (BA) | 2.19% | 2.54% |
| Alibaba (BABA) | 2.19% | 2.48% |
| Vale (VALE) | 2.88% | 2.41% |
| AT&T (T) | 2.33% | 2.41% |
| Intel (INTC) | 2.47% | 2.41% |
| Samsung (SMSN.L) | 2.47% | 2.36% |
| GrowGeneration (GRWG) | 2.74% | 2.34% |
| Alphabet (GOOG) | 2.19% | 2.32% |
| iPath Bloomberg Commodity Index Total Return ETN (DJP) | 2.19% | 2.26% |
| Vanguard Short-Term Bond ETF (BSV) | 2.19% | 2.23% |
| Bayer (BAYN.DE) | 2.33% | 2.23% |
| Vanguard Total International Bond ETF (BNDX) | 2.19% | 2.22% |
| iShares TIPS Bond ETF (TIP) | 2.19% | 2.21% |
| Apple (AAPL) | 1.65% | 2.21% |
| Vanguard Total Bond Market ETF (BND) | 2.19% | 2.2% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 2.19% | 2.17% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.19% | 2.09% |
| Pfizer (PFE) | 2.19% | 2.08% |
| iShares MSCI India ETF (INDA) | 2.19% | 2.07% |
| Microsoft (MSFT) | 2.06% | 1.97% |
| Disney (DIS) | 1.65% | 1.93% |
| Enterprise Products (EPD) | 1.65% | 1.92% |
| Adobe (ADBE) | 2.06% | 1.85% |
| Rio Tinto (RIO) | 2.06% | 1.84% |
| Nike (NKE) | 2.19% | 1.84% |
| Siemens (SIE.DE) | 1.65% | 1.78% |
| FedEx (FDX) | 1.65% | 1.66% |
| UPS (UPS) | 1.78% | 1.63% |
| Verizon (VZ) | 1.65% | 1.63% |
| JPMorgan (JPM) | 1.1% | 1.61% |
| Meta (META) | 1.37% | 1.57% |
| IIPR (IIPR) | 2.06% | 1.56% |
| Deutsche Telekom (DTE.DE) | 1.1% | 1.51% |
| Baidu (BIDU) | 1.65% | 1.51% |
| Pinterest (PINS) | 1.78% | 1.5% |
| Tencent (0700.HK) | 1.37% | 1.49% |
| Airbus (AIR.PA) | 1.1% | 1.3% |
| Lenovo (0992.HK) | 1.37% | 1.29% |
| Coca-Cola (KO) | 1.1% | 1.23% |
| Bank of America (BAC) | 1.1% | 1.22% |
| Tyson Foods (TSN) | 1.1% | 1.15% |
| Roche (ROG.ZU) | 1.1% | 1.13% |
| Teladoc (TDOC) | 0.96% | 1% |
| JD.com (JD.US) | 0.55% | 0.72% |
| Douyu (DOYU) | 0.69% | 0.67% |
| Gazprom OAO-ADR (OGZDL.L) | 0.16% | 0.04% |