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Portfolio Diversification
Range
Most Diversified
12 instruments
August 4, 2022
Least Diversified
0 instruments
January 1, 2022
Average
7.3 instruments
Most Consistent Holdings
Top 5
GOOG58.55%
BABA51.1%
MSFT40.44%
ASO36.09%
META31.36%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 6.68% | 6.41% | 58.55% | - |
| Alibaba (BABA) | 6.46% | 0% | 51.1% | 10/21/2025 |
 JPMorgan (JPM) | 3.68% | 24.65% | 14.13% | - |
 Foot Locker (FL) | 3.59% | 0% | 25.99% | 8/22/2023 |
| Meta (META) | 3.34% | 0% | 31.36% | 8/22/2023 |
 Chevron (CVX.US) | 3.27% | 0% | 18.8% | 10/21/2025 |
| Academy Sports (ASO) | 3.16% | 0% | 36.09% | 3/25/2024 |
| Microsoft (MSFT) | 2.92% | 0% | 40.44% | 1/16/2024 |
 Atkore (ATKR) | 2.55% | 0% | 14.32% | 8/5/2024 |
 Micron (MU) | 2.41% | 0% | 30.98% | 8/22/2023 |
 Williams-Sonoma (WSM) | 2.28% | 0% | 26.56% | 8/5/2024 |
 Alpha Metallurgical (AMR) | 2.18% | 0% | 18.86% | 10/22/2025 |
 Nio (NIO) | 2.16% | 0% | 14.32% | 9/29/2022 |
 Wise (WISE.L) | 2% | 0% | 20.76% | 10/21/2025 |
 JD.com (JD.US) | 1.95% | 0% | 17.1% | 10/21/2025 |
 UnitedHealth (UNH) | 1.95% | 15.77% | 14.13% | - |
 LVMH (MC.PA) | 1.92% | 0% | 20.32% | 10/21/2025 |
 CONSOL Energy (CNR) | 1.82% | 0% | 18.86% | 10/22/2025 |
 Paramount (PSKY) | 1.68% | 0% | 15.71% | 8/22/2023 |
 Uber (UBER) | 1.59% | 9.3% | 14.13% | - |
 Cheniere (LNG) | 1.54% | 0% | 8.33% | 8/5/2024 |
 British American Tobacco (BTI) | 1.52% | 10.46% | 13.82% | - |
 ExxonMobil (XOM) | 1.48% | 10.51% | 14.13% | - |
 Berkshire Hathaway (BRK.B) | 1.31% | 8.55% | 14.13% | - |
 Block Inc. (XYZ) | 1.3% | 0% | 29.21% | 7/18/2023 |
 Star Entertainment (SGR.ASX) | 1.26% | 0% | 19.37% | 10/9/2025 |
 PepsiCo (PEP) | 1.23% | 0% | 11.23% | 4/21/2026 |
 Crocs (CROX) | 1.18% | 0% | 27.63% | 7/26/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.92% | 0% | 6.37% | 11/4/2024 |
 ASML (ASML.NV) | 0.83% | 0% | 7.13% | 11/20/2023 |
 Starbucks (SBUX) | 0.79% | 0% | 20.76% | 10/21/2025 |
 Amazon (AMZN) | 0.71% | 5.39% | 12.93% | - |
 Tilray (TLRY) | 0.57% | 0% | 13.94% | 11/28/2022 |
 Gevo (GEVO) | 0.48% | 0% | 14.7% | 11/28/2022 |
 Tesla (TSLA) | 0.27% | 8.56% | 3.22% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.2% | 0% | 1.14% | 1/28/2022 |
 ProShares UltraShort S&P500 (SDS) | 0.2% | 0% | 1.32% | 1/31/2022 |
 AUS200 Index (Non Expiry) (AUS200) | 0.18% | 0% | 1.26% | 1/30/2022 |
 ASML (ASML) | 0.17% | 0% | 2.97% | 7/26/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.16% | 0% | 1.14% | 1/28/2022 |
 Apple (AAPL) | 0.12% | 0% | 5.55% | 11/21/2023 |
 Ethereum (ETH) | 0.05% | 0% | 0.69% | 1/21/2022 |
 AUD/USD (AUDUSD) | 0% | 0% | 0.32% | 2/22/2022 |
 NVIDIA (NVDA) | 0% | 0% | 0.13% | 2/4/2022 |
 Netflix (NFLX) | 0% | 0% | 0.38% | 1/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JPMorgan (JPM) | 25.37% | 27.82% |
| UnitedHealth (UNH) | 15.58% | 14.26% |
| Uber (UBER) | 13.29% | 11.75% |
| British American Tobacco (BTI) | 9.91% | 10.86% |
| PepsiCo (PEP) | 11.04% | 10.32% |
| Berkshire Hathaway (BRK.B) | 9.44% | 9.64% |
| ExxonMobil (XOM) | 8.85% | 9.23% |
| Amazon (AMZN) | 5.94% | 5.54% |
Cash & Instruments Over Time
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