Portfolio Diversification
Range
Most Diversified
30 instruments
August 21, 2024
Least Diversified
0 instruments
January 23, 2025
Average
21.3 instruments
Most Consistent Holdings
Top 5
0700.HK85.39%
AAPL85.27%
GOOG85.27%
MSFT85.27%
V85.27%
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 |
|---|---|---|---|---|
 Millrose Properties Inc (MRP) | 11.53% | 93.74% | 12.31% | - |
 Invesco QQQ (QQQ) | 5.88% | 0% | 85.27% | 1/21/2025 |
 SPDR S&P 500 ETF (SPY) | 5.34% | 0% | 84.46% | 1/21/2025 |
 Autozone (AZO) | 5.1% | 0% | 85.27% | 1/21/2025 |
 Xiaomi (1810.HK) | 3.83% | 0% | 76.99% | 1/22/2025 |
| Visa (V) | 3.57% | 0% | 85.27% | 1/21/2025 |
| Tencent (0700.HK) | 3.43% | 0% | 85.39% | 1/22/2025 |
| Apple (AAPL) | 3.41% | 0% | 85.27% | 1/21/2025 |
 Bitcoin (BTC) | 3.36% | 0% | 37.97% | 12/4/2023 |
| Microsoft (MSFT) | 3.12% | 0% | 85.27% | 1/21/2025 |
 Costco (COST) | 3.12% | 0% | 82.51% | 1/21/2025 |
 iShares China Large-Cap ETF (FXI) | 3.11% | 0% | 43.15% | 1/18/2024 |
| Alphabet (GOOG) | 3.07% | 0% | 85.27% | 1/21/2025 |
 Industrial Select Sector SPDR (XLI) | 2.98% | 0% | 68.47% | 1/21/2025 |
 iShares MSCI China ETF (MCHI) | 2.89% | 0% | 43.15% | 1/18/2024 |
 Vanguard Total International Stock ETF (VXUS) | 2.44% | 0% | 63.41% | 1/21/2025 |
 Amazon (AMZN) | 2.31% | 0% | 65.13% | 1/21/2025 |
 Geely (00175.HK) | 2.26% | 0% | 74.11% | 1/22/2025 |
 SPDR Gold (GLD) | 2.06% | 0% | 69.04% | 1/21/2025 |
 ExxonMobil (XOM) | 1.98% | 0% | 64.33% | 1/21/2025 |
 iShares MSCI Germany ETF (EWG) | 1.97% | 0% | 63.41% | 1/21/2025 |
 Ford (F) | 1.94% | 0% | 83.43% | 1/21/2025 |
 Lennar (LEN) | 1.94% | 0% | 52.93% | 1/21/2025 |
 BBVA (BBVA.MC) | 1.8% | 0% | 52.47% | 1/22/2025 |
 Diageo (DGE.L) | 1.51% | 0% | 74.11% | 1/22/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.27% | 0% | 16.23% | 5/25/2023 |
 Berkshire Hathaway (BRK.B) | 1.23% | 0% | 42% | 1/21/2025 |
 Edwards Lifesciences (EW) | 1.2% | 0% | 74.57% | 1/21/2025 |
 Mastercard (MA) | 1.17% | 0% | 52.93% | 1/21/2025 |
 HP (HPQ) | 1.07% | 0% | 65.13% | 1/21/2025 |
 Teleperformance (TEP.PA) | 0.96% | 0% | 38.9% | 1/22/2025 |
 Alibaba (BABA) | 0.96% | 0% | 45.68% | 1/21/2025 |
 Vanguard FTSE Emerging Markets (VWO) | 0.95% | 0% | 35.21% | 1/21/2025 |
 Banco Santander (SAN) | 0.62% | 0% | 15.88% | 5/22/2023 |
 Veolia (VIE.PA) | 0.54% | 0% | 17.72% | 1/22/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.25% | 0% | 18.99% | 1/21/2025 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0.03% | 0% | 0.81% | 5/30/2023 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0.03% | 0% | 0.81% | 5/30/2023 |
 Meituan (03690.HK) | 0% | 0% | 1.73% | 4/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 6.47% | 6.75% |
| SPDR S&P 500 ETF (SPY) | 5.98% | 6.51% |
| Xiaomi (1810.HK) | 2.99% | 5.7% |
| Apple (AAPL) | 4.48% | 5.43% |
| Autozone (AZO) | 4.48% | 5.02% |
| Industrial Select Sector SPDR (XLI) | 4.98% | 4.89% |
| Visa (V) | 3.98% | 4.57% |
| Alphabet (GOOG) | 2.99% | 4.05% |
| Amazon (AMZN) | 2.99% | 4.02% |
| Vanguard Total International Stock ETF (VXUS) | 4.48% | 3.65% |
| Costco (COST) | 3.49% | 3.65% |
| Geely (00175.HK) | 2.99% | 3.61% |
| Microsoft (MSFT) | 2.99% | 3.51% |
| BBVA (BBVA.MC) | 3.98% | 3.17% |
| Veolia (VIE.PA) | 3.98% | 3% |
| Lennar (LEN) | 3.49% | 2.99% |
| Berkshire Hathaway (BRK.B) | 2.99% | 2.87% |
| Tencent (0700.HK) | 2.49% | 2.83% |
| SPDR Gold (GLD) | 2.49% | 2.68% |
| Alibaba (BABA) | 2.99% | 2.65% |
| iShares MSCI Germany ETF (EWG) | 2.99% | 2.64% |
| ExxonMobil (XOM) | 2.89% | 2.37% |
| Mastercard (MA) | 1.99% | 2.1% |
| Teleperformance (TEP.PA) | 2.99% | 2% |
| Ford (F) | 2.99% | 1.91% |
| Diageo (DGE.L) | 2.49% | 1.42% |
| HP (HPQ) | 1.49% | 1.32% |
| Ishares MSCI JAPAN ETF (EWJ) | 1.49% | 1.23% |
| Vanguard FTSE Emerging Markets (VWO) | 1.49% | 1.22% |
| Edwards Lifesciences (EW) | 1.49% | 1.07% |