Portfolio Diversification
Range
Most Diversified
12 instruments
August 4, 2022
Least Diversified
0 instruments
January 1, 2022
Average
7.2 instruments
Most Consistent Holdings
Top 5
GOOG62.94%
BABA57.73%
MSFT45.69%
ASO40.77%
META35.42%
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) | 7.33% | 0% | 62.94% | 8/5/2024 |
| Alibaba (BABA) | 7.3% | 0% | 57.73% | 10/21/2025 |
 Foot Locker (FL) | 4.06% | 0% | 29.37% | 8/22/2023 |
| Meta (META) | 3.77% | 0% | 35.42% | 8/22/2023 |
 Chevron (CVX) | 3.7% | 0% | 21.24% | 10/21/2025 |
| Academy Sports (ASO) | 3.57% | 0% | 40.77% | 3/25/2024 |
| Microsoft (MSFT) | 3.29% | 0% | 45.69% | 1/16/2024 |
 Atkore (ATKR) | 2.88% | 0% | 16.18% | 8/5/2024 |
 Micron (MU) | 2.73% | 0% | 35% | 8/22/2023 |
 Williams-Sonoma (WSM) | 2.57% | 0% | 30.01% | 8/5/2024 |
 Alpha Metallurgical (AMR) | 2.47% | 0% | 21.31% | 10/22/2025 |
 Nio (NIO) | 2.44% | 0% | 16.18% | 9/29/2022 |
 Wise (WISE.L) | 2.27% | 0% | 23.45% | 10/21/2025 |
 JD.com (JD.US) | 2.21% | 0% | 19.32% | 10/21/2025 |
 LVMH (MC.PA) | 2.16% | 0% | 22.95% | 10/21/2025 |
 CONSOL Energy (CNR) | 2.05% | 0% | 21.31% | 10/22/2025 |
 Paramount (PSKY) | 1.9% | 0% | 17.75% | 8/22/2023 |
 Cheniere (LNG) | 1.74% | 0% | 9.41% | 8/5/2024 |
 Block Inc. (XYZ) | 1.47% | 0% | 33% | 7/18/2023 |
 Star Entertainment (SGR.ASX) | 1.42% | 0% | 21.88% | 10/9/2025 |
 Crocs (CROX) | 1.34% | 0% | 31.22% | 7/26/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.04% | 0% | 7.2% | 11/4/2024 |
 ASML (ASML.NV) | 0.93% | 0% | 8.05% | 11/20/2023 |
 Starbucks (SBUX) | 0.89% | 0% | 23.45% | 10/21/2025 |
 JPMorgan (JPM) | 0.83% | 27.06% | 3.14% | - |
 Tilray (TLRY) | 0.65% | 0% | 15.75% | 11/28/2022 |
 Gevo (GEVO) | 0.54% | 0% | 16.61% | 11/28/2022 |
 UnitedHealth (UNH) | 0.45% | 14.2% | 3.14% | - |
 Uber (UBER) | 0.41% | 13.07% | 3.14% | - |
 PepsiCo (PEP) | 0.33% | 10.38% | 3.14% | - |
 British American Tobacco (BTI) | 0.32% | 10.88% | 2.99% | - |
 Berkshire Hathaway (BRK.B) | 0.3% | 9.62% | 3.14% | - |
 ExxonMobil (XOM) | 0.28% | 8.9% | 3.14% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.23% | 0% | 1.28% | 1/28/2022 |
 ProShares UltraShort S&P500 (SDS) | 0.22% | 0% | 1.5% | 1/31/2022 |
 AUS200 Index (Non Expiry) (AUS200) | 0.2% | 0% | 1.43% | 1/30/2022 |
 ASML (ASML) | 0.2% | 0% | 3.35% | 7/26/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.18% | 0% | 1.28% | 1/28/2022 |
 Apple (AAPL) | 0.13% | 0% | 6.27% | 11/21/2023 |
 Amazon (AMZN) | 0.1% | 5.48% | 1.78% | - |
 Ethereum (ETH) | 0.05% | 0% | 0.78% | 1/21/2022 |
 AUD/USD (AUDUSD) | 0% | 0% | 0.36% | 2/22/2022 |
 NVIDIA (NVDA) | 0% | 0% | 0.14% | 2/4/2022 |
 Netflix (NFLX) | 0% | 0% | 0.43% | 1/24/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Chevron (CVX) | 15.86% | 15.89% |
| Alpha Metallurgical (AMR) | 15.79% | 15.7% |
| CONSOL Energy (CNR) | 12.3% | 12.5% |
| LVMH (MC.PA) | 9.76% | 10.5% |
| Star Entertainment (SGR.ASX) | 10.87% | 9.61% |
| Wise (WISE.L) | 7.87% | 9.41% |
| Starbucks (SBUX) | 4.04% | 3.58% |