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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
GOOG59.1%
BABA54.22%
MSFT42.9%
ASO38.29%
META33.27%
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) | 6.88% | 0% | 59.1% | 8/5/2024 |
| Alibaba (BABA) | 6.85% | 0% | 54.22% | 10/21/2025 |
 Foot Locker (FL) | 3.81% | 0% | 27.58% | 8/22/2023 |
| Meta (META) | 3.54% | 0% | 33.27% | 8/22/2023 |
 Chevron (CVX) | 3.47% | 0% | 19.95% | 10/21/2025 |
| Academy Sports (ASO) | 3.35% | 0% | 38.29% | 3/25/2024 |
| Microsoft (MSFT) | 3.09% | 0% | 42.9% | 1/16/2024 |
 Atkore (ATKR) | 2.7% | 0% | 15.19% | 8/5/2024 |
 Micron (MU) | 2.56% | 0% | 32.86% | 8/22/2023 |
 JPMorgan (JPM) | 2.42% | 25.5% | 9.04% | - |
 Williams-Sonoma (WSM) | 2.42% | 0% | 28.18% | 8/5/2024 |
 Alpha Metallurgical (AMR) | 2.32% | 0% | 20.01% | 10/22/2025 |
 Nio (NIO) | 2.29% | 0% | 15.19% | 9/29/2022 |
 Wise (WISE.L) | 2.13% | 0% | 22.02% | 10/21/2025 |
 JD.com (JD.US) | 2.07% | 0% | 18.14% | 10/21/2025 |
 LVMH (MC.PA) | 2.03% | 0% | 21.55% | 10/21/2025 |
 CONSOL Energy (CNR) | 1.93% | 0% | 20.01% | 10/22/2025 |
 Paramount (PSKY) | 1.78% | 0% | 16.67% | 8/22/2023 |
 Cheniere (LNG) | 1.64% | 0% | 8.84% | 8/5/2024 |
 Block Inc. (XYZ) | 1.38% | 0% | 30.99% | 7/18/2023 |
 Star Entertainment (SGR.ASX) | 1.33% | 0% | 20.55% | 10/9/2025 |
 Crocs (CROX) | 1.26% | 0% | 29.32% | 7/26/2023 |
 UnitedHealth (UNH) | 1.25% | 12.62% | 9.04% | - |
 Uber (UBER) | 1.09% | 11.04% | 9.04% | - |
 PepsiCo (PEP) | 0.98% | 11.72% | 9.04% | - |
 British American Tobacco (BTI) | 0.98% | 11.34% | 8.9% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.98% | 0% | 6.76% | 11/4/2024 |
 ExxonMobil (XOM) | 0.89% | 11.85% | 9.04% | - |
 ASML (ASML.NV) | 0.88% | 0% | 7.56% | 11/20/2023 |
 Berkshire Hathaway (BRK.B) | 0.86% | 9.77% | 9.04% | - |
 Starbucks (SBUX) | 0.84% | 0% | 22.02% | 10/21/2025 |
 Tilray (TLRY) | 0.61% | 0% | 14.79% | 11/28/2022 |
 Gevo (GEVO) | 0.51% | 0% | 15.6% | 11/28/2022 |
 Amazon (AMZN) | 0.42% | 5.22% | 7.76% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.22% | 0% | 1.2% | 1/28/2022 |
 ProShares UltraShort S&P500 (SDS) | 0.21% | 0% | 1.41% | 1/31/2022 |
 AUS200 Index (Non Expiry) (AUS200) | 0.19% | 0% | 1.34% | 1/30/2022 |
 ASML (ASML) | 0.18% | 0% | 3.15% | 7/26/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.17% | 0% | 1.2% | 1/28/2022 |
 Apple (AAPL) | 0.12% | 0% | 5.89% | 11/21/2023 |
 Ethereum (ETH) | 0.05% | 0% | 0.74% | 1/21/2022 |
 AUD/USD (AUDUSD) | 0% | 0% | 0.33% | 2/22/2022 |
 NVIDIA (NVDA) | 0% | 0% | 0.13% | 2/4/2022 |
 Netflix (NFLX) | 0% | 0% | 0.4% | 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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