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Portfolio Diversification
Range
Most Diversified
12 instruments
August 4, 2022
Least Diversified
0 instruments
January 1, 2022
Average
7.6 instruments
Most Consistent Holdings
Top 5
GOOG61.6%
BABA46.98%
MSFT37.18%
ASO33.18%
META28.83%
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) | 6.9% | 9.24% | 61.6% | - |
| Alibaba (BABA) | 5.94% | 0% | 46.98% | 10/21/2025 |
 JPMorgan (JPM) | 4.21% | 8.33% | 20.77% | - |
 Foot Locker (FL) | 3.3% | 0% | 23.9% | 8/22/2023 |
| Meta (META) | 3.07% | 0% | 28.83% | 8/22/2023 |
 Chevron (CVX.US) | 3.01% | 0% | 17.29% | 10/21/2025 |
| Academy Sports (ASO) | 2.91% | 0% | 33.18% | 3/25/2024 |
| Microsoft (MSFT) | 2.68% | 0% | 37.18% | 1/16/2024 |
 UnitedHealth (UNH) | 2.52% | 8.75% | 20.77% | - |
 ExxonMobil (XOM) | 2.36% | 14.68% | 20.77% | - |
 Atkore (ATKR) | 2.34% | 0% | 13.17% | 8/5/2024 |
 British American Tobacco (BTI) | 2.26% | 11.47% | 20.42% | - |
 Micron (MU) | 2.22% | 0% | 28.48% | 8/22/2023 |
 Uber (UBER) | 2.12% | 7.66% | 20.77% | - |
 Williams-Sonoma (WSM) | 2.09% | 0% | 24.42% | 8/5/2024 |
 Alpha Metallurgical (AMR) | 2.01% | 0% | 17.34% | 10/22/2025 |
 Nio (NIO) | 1.98% | 0% | 13.17% | 9/29/2022 |
 Wise (WISE.L) | 1.84% | 0% | 19.08% | 10/21/2025 |
 JD.com (JD.US) | 1.8% | 0% | 15.72% | 10/21/2025 |
 LVMH (MC.PA) | 1.76% | 0% | 18.68% | 10/21/2025 |
 Berkshire Hathaway (BRK.B) | 1.72% | 6.77% | 20.77% | - |
 CONSOL Energy (CNR) | 1.67% | 0% | 17.34% | 10/22/2025 |
 Paramount (PSKY) | 1.54% | 0% | 14.44% | 8/22/2023 |
 Cheniere (LNG) | 1.42% | 0% | 7.66% | 8/5/2024 |
 Block Inc. (XYZ) | 1.19% | 0% | 26.86% | 7/18/2023 |
 Star Entertainment (SGR.ASX) | 1.15% | 0% | 17.81% | 10/9/2025 |
 PepsiCo (PEP) | 1.13% | 0% | 10.32% | 4/21/2026 |
 Crocs (CROX) | 1.09% | 0% | 25.41% | 7/26/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.85% | 0% | 5.86% | 11/4/2024 |
 Comcast (CMCSA) | 0.84% | 11.27% | 6.9% | - |
 ASML (ASML.NV) | 0.76% | 0% | 6.55% | 11/20/2023 |
 Starbucks (SBUX) | 0.73% | 0% | 19.08% | 10/21/2025 |
 Disney (DIS) | 0.72% | 11.13% | 6.9% | - |
 Amazon (AMZN) | 0.7% | 0% | 12.76% | 6/23/2026 |
 Tesla (TSLA) | 0.64% | 4.61% | 10.73% | - |
 Tilray (TLRY) | 0.53% | 0% | 12.82% | 11/28/2022 |
 Gevo (GEVO) | 0.44% | 0% | 13.52% | 11/28/2022 |
 Air Products (APD) | 0.32% | 4.99% | 6.9% | - |
 ProShares UltraPro Short QQQ (SQQQ) | 0.19% | 0% | 1.04% | 1/28/2022 |
 ProShares UltraShort S&P500 (SDS) | 0.18% | 0% | 1.22% | 1/31/2022 |
 AUS200 Index (Non Expiry) (AUS200) | 0.16% | 0% | 1.16% | 1/30/2022 |
 ASML (ASML) | 0.16% | 0% | 2.73% | 7/26/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.15% | 0% | 1.04% | 1/28/2022 |
 Apple (AAPL) | 0.11% | 0% | 5.1% | 11/21/2023 |
 Ethereum (ETH) | 0.04% | 0% | 0.64% | 1/21/2022 |
 AUD/USD (AUDUSD) | 0% | 0% | 0.29% | 2/22/2022 |
 NVIDIA (NVDA) | 0% | 0% | 0.12% | 2/4/2022 |
 Netflix (NFLX) | 0% | 0% | 0.35% | 1/24/2022 |
| 0% | 0% | 0.06% | 6/18/2026 |
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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