Portfolio Diversification
Range
Most Diversified
75 instruments
March 31, 2023
Least Diversified
0 instruments
February 2, 2025
Average
48.5 instruments
Most Consistent Holdings
Top 5
IEMG99.92%
DGRO99.92%
SCHD99.92%
VOO99.92%
9988.HK99.85%
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 |
|---|---|---|---|---|
| Alibaba (9988.HK) | 7.38% | 4.72% | 99.85% | - |
 Bees84 | 5.76% | 0% | 67.78% | 7/10/2024 |
| Schwab US Dividend Equity ETF (SCHD) | 4.36% | 3.67% | 99.92% | - |
 Amazon (AMZN) | 3.94% | 3.38% | 99.39% | - |
 rubymza | 3.92% | 0% | 32.67% | 3/30/2023 |
 Micron (MU) | 3.31% | 2.76% | 99.47% | - |
| Vanguard S&P 500 ETF (VOO) | 2.97% | 2.62% | 99.92% | - |
| iShares Core Dividend Growth ETF (DGRO) | 2.9% | 2.43% | 99.92% | - |
 PayPal (PYPL) | 2.79% | 3.6% | 75.1% | - |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 2.61% | 1.82% | 99.92% | - |
 Alphabet (GOOG) | 2.56% | 1.72% | 85.61% | - |
 China Mobile (0941.HK) | 2.15% | 0% | 67.86% | 7/11/2024 |
 AMD (AMD) | 2.04% | 0% | 69.38% | 8/7/2024 |
 RobertMERC | 1.99% | 0% | 61.31% | 4/15/2024 |
 Wesl3y | 1.98% | 0% | 44.1% | 1/8/2024 |
| 1.88% | 0% | 53.08% | 12/28/2023 | |
 Comstock Resources (CRK) | 1.72% | 2.82% | 45.54% | - |
 Alibaba (BABA) | 1.5% | 5.01% | 31.61% | - |
 Disney (DIS) | 1.47% | 2.04% | 76.16% | - |
| 1.47% | 0% | 23.99% | 12/1/2022 | |
 Invesco QQQ (QQQ) | 1.45% | 4.59% | 32.06% | - |
 Canadian Solar (CSIQ) | 1.41% | 0.4% | 96.65% | - |
 SoFi (SOFI) | 1.38% | 2.17% | 83.17% | - |
 Microsoft (MSFT) | 1.34% | 4.05% | 47.14% | - |
 jrotllant | 1.29% | 0% | 32.6% | 8/16/2023 |
 Intel (INTC) | 1.23% | 3.75% | 32.75% | - |
 Boeing (BA) | 1.17% | 3.58% | 38.31% | - |
 Canada Goose (GOOS) | 1.17% | 3.38% | 45.32% | - |
 Cooper Standard (CPS) | 1.17% | 6.59% | 40.59% | - |
 Advance Auto Parts (AAP) | 1.12% | 4.37% | 31.61% | - |
 Corsair (CRSR) | 1.1% | 0% | 67.78% | 7/10/2024 |
 Baidu (BIDU) | 1.02% | 0% | 67.78% | 7/10/2024 |
 Airbnb (ABNB) | 1% | 0% | 67.78% | 7/10/2024 |
 JeppeKirkBonde | 0.98% | 0% | 53.16% | 12/29/2023 |
 China Unicom HK (0762.HK) | 0.97% | 0% | 67.86% | 7/11/2024 |
 Generac (GNRC) | 0.89% | 3.01% | 46.08% | - |
 Nio (NIO) | 0.87% | 0.91% | 98.25% | - |
 GXO Logistics (GXO) | 0.87% | 2.49% | 38.23% | - |
 Xiaomi (1810.HK) | 0.87% | 0% | 67.86% | 7/11/2024 |
 Vanguard Small-Cap Value ETF (VBR) | 0.84% | 1.47% | 58.19% | - |
 KraneShares CSI China Internet (KWEB) | 0.83% | 1.86% | 97.26% | - |
 Stanley Black & Decker (SWK) | 0.8% | 2.65% | 52.93% | - |
 3M (MMM) | 0.8% | 0% | 41.66% | 10/11/2024 |
 VF Corp (VFC) | 0.77% | 2.71% | 47.52% | - |
 ARK Innovation ETF (ARKK) | 0.73% | 0% | 67.78% | 7/10/2024 |
 Zscaler (ZS) | 0.69% | 0% | 53.01% | 7/10/2024 |
 Bitcoin (BTC) | 0.68% | 1.61% | 67.25% | - |
 Crown Castle (CCI) | 0.63% | 1.44% | 52.78% | - |
 ASOS (ASC.L) | 0.62% | 0% | 67.86% | 7/11/2024 |
 SPDR S&P Biotech ETF (XBI) | 0.59% | 0.8% | 57.96% | - |
 ZEPP Health (ZEPP) | 0.54% | 0% | 67.86% | 7/11/2024 |
 Baxter (BAX) | 0.49% | 1.82% | 30.62% | - |
 Datadog (DDOG) | 0.46% | 0% | 35.11% | 7/10/2024 |
 Xunlei (XNET) | 0.44% | 0% | 67.78% | 7/10/2024 |
 Nano Dimension (NNDM) | 0.43% | 0% | 66.41% | 7/10/2024 |
 JD (9618.HK) | 0.42% | 0% | 67.86% | 7/11/2024 |
 Qifu Technology (QFIN) | 0.42% | 0% | 67.78% | 7/10/2024 |
 Berkshire Hathaway (BRK.B) | 0.38% | 0% | 51.79% | 7/10/2024 |
 Douyu (DOYU) | 0.36% | 0% | 67.78% | 7/10/2024 |
 Palantir (PLTR) | 0.36% | 0% | 46.38% | 2/7/2024 |
 StoneCo (STNE) | 0.32% | 0% | 60.62% | 7/10/2024 |
 Block Inc. (XYZ) | 0.32% | 0.94% | 32.14% | - |
 Ethereum (ETH) | 0.3% | 0.8% | 67.25% | - |
 Yuzhou Properties (1628.HK) | 0.3% | 0% | 67.86% | 7/11/2024 |
 Payoneer (PAYO) | 0.3% | 0% | 67.78% | 7/10/2024 |
 Warner Bros Discovery (WBD) | 0.29% | 0% | 60.09% | 7/10/2024 |
 Digital Turbine (APPS) | 0.29% | 0% | 37.62% | 7/10/2024 |
 Estee Lauder (EL) | 0.23% | 1.12% | 23.53% | - |
 QXO (QXO) | 0.21% | 1.3% | 22.47% | - |
 Albemarle (ALB) | 0.2% | 1.49% | 16.6% | - |
 Etsy (ETSY) | 0.18% | 0.92% | 22.47% | - |
 MercadoLibre (MELI) | 0.17% | 0% | 35.11% | 7/10/2024 |
 Avalanche (AVAX) | 0.12% | 0.14% | 60.24% | - |
 Invesco Solar ETF (TAN) | 0.12% | 0% | 19.42% | 9/22/2022 |
 AlexandrePons | 0.12% | 0% | 6.17% | 5/10/2022 |
 Boxlight (BOXL) | 0.11% | 0% | 55.29% | 2/14/2024 |
 Cleanspark (CLSK) | 0.1% | 0.52% | 14.78% | - |
 Solana (SOL) | 0.08% | 0.25% | 32.14% | - |
 Sui (SUI) | 0.07% | 0.36% | 21.02% | - |
 Invitae Corp (NVTAQ) | 0.07% | 0% | 22.62% | 2/14/2024 |
 Capri (CPRI) | 0.07% | 0% | 12.11% | 4/3/2025 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.07% | 0% | 9.29% | 11/5/2024 |
 Build and Build (BNB) | 0.06% | 0.2% | 32.14% | - |
 Ondo Finance (ONDO) | 0.05% | 0.26% | 19.95% | - |
 Evofem Biosciences (EVFM) | 0.05% | 0% | 25.29% | 12/27/2022 |
 Render Token (RENDER) | 0.04% | 0.08% | 35.64% | - |
 Vornado (VNO) | 0.04% | 0% | 10.13% | 9/15/2023 |
 Chainlink (LINK) | 0.03% | 0.22% | 20.03% | - |
 Ishares Russell 2000 ETF (IWM) | 0.03% | 0% | 1.6% | 8/7/2024 |
 Solventum (SOLV) | 0.03% | 0% | 7.46% | 7/10/2024 |
 Rockwool (ROCKB.CO) | 0.02% | 0% | 8.45% | 7/20/2023 |
 Filecoin (FIL) | 0.02% | 0.11% | 21.02% | - |
 Equity Residential (EQR) | 0.02% | 0% | 8.38% | 7/19/2023 |
 China Communications Construction (1800.HK) | 0.02% | 0% | 1.37% | 1/18/2022 |
 Hedera Hashgraph (HBAR) | 0.02% | 0% | 11.04% | 12/3/2024 |
 ASML (ASML) | 0.01% | 0% | 4.19% | 5/25/2023 |
 iShares MSCI China ETF (MCHI) | 0.01% | 0% | 7.16% | 7/3/2023 |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 7.16% | 7/3/2023 |
 Dollar General (DG.US) | 0.01% | 0% | 6.32% | 6/22/2023 |
 Polkadot (DOT) | 0.01% | 0% | 23.08% | 5/24/2024 |
 GlobalFoundries (GFS) | 0.01% | 0% | 6.32% | 6/22/2023 |
 Cardano (ADA) | 0.01% | 0% | 24.07% | 2/14/2024 |
 NVIDIA (NVDA) | 0.01% | 0% | 4.19% | 5/25/2023 |
 Bitmine Immersion Technologies Inc (BMNR) | 0.01% | 0.85% | 2.06% | - |
 ZIM (ZIM) | 0.01% | 0% | 2.97% | 5/24/2024 |
 Energy Select Sector SPDR (XLE) | 0.01% | 0% | 6.32% | 6/22/2023 |
 Blink Charging (BLNK) | 0.01% | 0% | 16.98% | 11/13/2023 |
 iShares MSCI Emerging Markets ETF (EEM) | 0.01% | 0% | 7.16% | 7/3/2023 |
 iShares MSCI Germany ETF (EWG) | 0.01% | 0% | 1.9% | 4/25/2023 |
 Lumentum (LITE) | 0.01% | 0% | 2.97% | 5/24/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.01% | 0% | 1.9% | 4/25/2023 |
 American Tower (AMT) | 0.01% | 0% | 1.9% | 4/25/2023 |
 Allscripts (MDRX) | 0% | 0% | 2.97% | 5/24/2024 |
 BioNTech SE (BNTX) | 0% | 0% | 2.89% | 5/23/2024 |
 Coca-Cola (KO) | 0% | 0% | 1.9% | 4/25/2023 |
 Meta (META) | 0% | 0% | 2.44% | 5/2/2023 |
 ProShares UltraPro Short S&P 500 (SPXU) | 0% | 0% | 2.59% | 5/4/2023 |
 iShares Core U.S. REIT ETF (USRT) | 0% | 0% | 1.9% | 4/25/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0% | 0% | 2.74% | 7/27/2023 |
 SK Telecom (SKM) | 0% | 0% | 1.9% | 4/25/2023 |
 Autohome (ATHM.CH) | 0% | 0% | 1.9% | 4/25/2023 |
 AbbVie (ABBV) | 0% | 0% | 1.9% | 4/25/2023 |
 Fossil (FOSL) | 0% | 0% | 2.89% | 5/23/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0% | 0% | 0.08% | 1/8/2024 |
 Hargreaves Lansdown (HL.L) | 0% | 0% | 0.08% | 1/8/2024 |
 Wynn Macau (01128.HK) | 0% | 0% | 0.08% | 7/11/2024 |
 Volkswagen (VOW3.DE) | 0% | 0% | 0.08% | 1/8/2024 |
 Twilio (TWLO) | 0% | 0% | 0.08% | 1/8/2024 |
 Prosus (PRX.NV) | 0% | 0% | 0.15% | 1/8/2024 |
 UiPath (PATH) | 0% | 0% | 0.08% | 1/8/2024 |
 Coupang (CPNG) | 0% | 0% | 0.08% | 1/8/2024 |
 Taylor Wimpey (TW.L) | 0% | 0% | 0.08% | 7/11/2024 |
 Zillow (Z) | 0% | 0% | 0.08% | 1/8/2024 |
 Wetherspoon (JDW.L) | 0% | 0% | 0.08% | 1/8/2024 |
 Fosun (0656.HK) | 0% | 0% | 0.08% | 7/11/2024 |
 ThyssenKrupp (TKA.DE) | 0% | 0% | 0.08% | 7/11/2024 |
 Haidilao (06862.HK) | 0% | 0% | 0.08% | 7/11/2024 |
 easyJet (EZJ.L) | 0% | 0% | 0.08% | 1/8/2024 |
 Beyond (BBBY) | 0% | 0% | 0.08% | 1/8/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0% | 0% | 0.08% | 1/8/2024 |
 MicroStrategy (MSTR) | 0% | 0% | 0.08% | 3/31/2023 |
 TSMC (TSM) | 0% | 0% | 0.08% | 1/8/2024 |
 Marston's (MARS.L) | 0% | 0% | 0.08% | 7/11/2024 |
 CNBM (3323.HK) | 0% | 0% | 0.08% | 7/11/2024 |
 Synthomer (SYNT.L) | 0% | 0% | 0.08% | 7/11/2024 |
 Mengniu Dairy (02319.HK) | 0% | 0% | 0.08% | 7/11/2024 |
 Terra 2.0 (LUNA2) | 0% | 0% | 0% | - |
 Super Hi (9658.HK) | 0% | 0% | 0% | - |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| PayPal (PYPL) | 4.69% | 6.22% |
| Comstock Resources (CRK) | 3.05% | 5.38% |
| Invesco QQQ (QQQ) | 4.75% | 4.9% |
| Alibaba (BABA) | 5.63% | 4.69% |
| Amazon (AMZN) | 3.75% | 4.66% |
| Schwab US Dividend Equity ETF (SCHD) | 4.25% | 4.47% |
| Advance Auto Parts (AAP) | 4.63% | 4.21% |
| Alibaba (9988.HK) | 4.96% | 3.95% |
| Intel (INTC) | 5.32% | 3.87% |
| Microsoft (MSFT) | 3.98% | 3.86% |
| Boeing (BA) | 3.87% | 3.79% |
| Vanguard S&P 500 ETF (VOO) | 2.68% | 3.34% |
| Canada Goose (GOOS) | 3.75% | 3.21% |
| iShares Core Dividend Growth ETF (DGRO) | 2.75% | 3.1% |
| Cooper Standard (CPS) | 2.98% | 2.82% |
| Disney (DIS) | 2.34% | 2.81% |
| Micron (MU) | 4.35% | 2.74% |
| GXO Logistics (GXO) | 3.07% | 2.47% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 2.7% | 2.21% |
| Stanley Black & Decker (SWK) | 2.55% | 2.13% |
| Generac (GNRC) | 2.17% | 2.04% |
| Vanguard Small-Cap Value ETF (VBR) | 2% | 2.02% |
| SoFi (SOFI) | 0.94% | 1.9% |
| Bitcoin (BTC) | 1.06% | 1.86% |
| Crown Castle (CCI) | 2.17% | 1.82% |
| Baxter (BAX) | 2.28% | 1.82% |
| KraneShares CSI China Internet (KWEB) | 1.31% | 1.25% |
| Block Inc. (XYZ) | 0.94% | 1.25% |
| VF Corp (VFC) | 0.94% | 1.21% |
| Estee Lauder (EL) | 0.94% | 0.98% |
| SPDR S&P Biotech ETF (XBI) | 0.9% | 0.97% |
| Alphabet (GOOG) | 0.82% | 0.9% |
| Nio (NIO) | 0.78% | 0.84% |
| Ethereum (ETH) | 0.83% | 0.77% |
| Canadian Solar (CSIQ) | 0.71% | 0.57% |
| Capri (CPRI) | 0.62% | 0.57% |
| Etsy (ETSY) | 0.35% | 0.35% |
| Solana (SOL) | 0.19% | 0.28% |
| Avalanche (AVAX) | 0.1% | 0.25% |
| Sui (SUI) | 0.23% | 0.24% |
| Build and Build (BNB) | 0.17% | 0.23% |
| QXO (QXO) | 0.23% | 0.23% |
| Ondo Finance (ONDO) | 0.26% | 0.18% |
| Render Token (RENDER) | 0.2% | 0.16% |
| Chainlink (LINK) | 0.24% | 0.16% |
| Filecoin (FIL) | 0.23% | 0.13% |