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Portfolio Diversification
Range
Most Diversified
34 instruments
August 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
29.9 instruments
Most Consistent Holdings
Top 5
VZ99.52%
BATS.L99.52%
ASC.L99.52%
9988.HK99.52%
ARKK99.52%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| BAT (BATS.L) | 8.85% | 1.34% | 99.52% | - |
 China Mobile (0941.HK) | 7.37% | 5.75% | 99.03% | - |
| Alibaba (9988.HK) | 7.12% | 6.1% | 99.52% | - |
 Imperial Brands (IMB.L) | 6.28% | 5.32% | 98.39% | - |
 AT&T (T.US) | 5.79% | 4.48% | 99.36% | - |
| Verizon (VZ) | 5.55% | 5.01% | 99.52% | - |
| ARK Innovation ETF (ARKK) | 4.96% | 4.65% | 99.52% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.24% | 4.17% | 99.11% | - |
 ARK Genomic Revolution ETF (ARKG) | 4.21% | 3.46% | 99.36% | - |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 3.75% | 0% | 72.46% | 6/30/2025 |
 ARK Next Generation Internet ETF (ARKW) | 3.56% | 0% | 72.46% | 6/30/2025 |
 Viatris (VTRS) | 3.2% | 0% | 90.58% | 2/12/2026 |
 Douyu (DOYU) | 3.16% | 1.1% | 99.52% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 2.98% | 0% | 70.37% | 6/4/2025 |
 Baidu (BIDU) | 1.94% | 2.97% | 99.44% | - |
 Tencent (0700.HK) | 1.54% | 0% | 78.1% | 9/10/2025 |
 ZEPP Health (ZEPP) | 1.25% | 0% | 75.52% | 8/7/2025 |
 Brazil Index MSCI Ishares (EWZ) | 1.09% | 2.32% | 61.03% | - |
 Simon (SPG) | 0.99% | 1.07% | 88.08% | - |
 Warner Bros Discovery (WBD) | 0.93% | 0% | 78.5% | 9/15/2025 |
| ASOS (ASC.L) | 0.88% | 0.35% | 99.52% | - |
 iShares Core High Dividend ETF (HDV) | 0.8% | 0.76% | 89.45% | - |
 3M (MMM) | 0.69% | 0% | 73.99% | 9/9/2025 |
 Altria (MO) | 0.67% | 0% | 72.95% | 9/9/2025 |
 Bristol-Myers Squibb (BMY) | 0.49% | 0.7% | 68.04% | - |
 Philip Morris (PM) | 0.46% | 0% | 47.58% | 10/28/2024 |
 Alteryx Inc. (AYX) | 0.46% | 0% | 35.19% | 3/21/2024 |
 Petrobras (PBR.A) | 0.42% | 1.67% | 28.66% | - |
 Oscar Health (OSCR) | 0.33% | 1.89% | 25.68% | - |
 Novo-Nordisk (NVO) | 0.3% | 1.11% | 23.43% | - |
 Schwab US Dividend Equity ETF (SCHD) | 0.3% | 0.63% | 46.7% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.29% | 0.28% | 75.44% | - |
 Pfizer (PFE) | 0.28% | 0.85% | 54.03% | - |
 DHT Holdings (DHT) | 0.28% | 1.62% | 18.84% | - |
 Anheuser-Busch (BUD) | 0.26% | 0% | 7% | 3/31/2023 |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.26% | 0.28% | 69.89% | - |
 CVS Health (CVS) | 0.25% | 0.48% | 60.87% | - |
 Dorian LPG (LPG) | 0.25% | 1.74% | 18.68% | - |
 iShares MSCI India ETF (INDA) | 0.22% | 1.01% | 19.97% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.19% | 0.36% | 51.69% | - |
 Cameco (CCJ) | 0.13% | 0% | 26.01% | 6/30/2025 |
 Shopify (SHOP) | 0.09% | 0% | 13.69% | 6/23/2023 |
 Solventum (SOLV) | 0.07% | 0.1% | 63.04% | - |
 Meituan (03690.HK) | 0.06% | 0.03% | 92.11% | - |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.05% | 0% | 19.89% | 9/11/2023 |
 Intel (INTC) | 0.03% | 0% | 2.9% | 3/31/2023 |
 Netflix (NFLX) | 0.01% | 0% | 1.77% | 1/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alibaba (9988.HK) | 6.06% | 7.29% |
| Imperial Brands (IMB.L) | 2.67% | 6.28% |
| China Mobile (0941.HK) | 2.66% | 5.87% |
| AT&T (T.US) | 4.83% | 5.02% |
| ARK Innovation ETF (ARKK) | 6.44% | 4.93% |
| Verizon (VZ) | 4.8% | 4.63% |
| Vanguard Total Stock Market ETF (VTI) | 2.22% | 3.95% |
| Baidu (BIDU) | 2.66% | 3.28% |
| ARK Genomic Revolution ETF (ARKG) | 7.49% | 3.07% |
| Viatris (VTRS) | 2.93% | 2.82% |
| Brazil Index MSCI Ishares (EWZ) | 1.6% | 2.22% |
| Douyu (DOYU) | 8.79% | 1.53% |
| Novo-Nordisk (NVO) | 1.33% | 1.35% |
| BAT (BATS.L) | 0.74% | 1.31% |
| DHT Holdings (DHT) | 1.07% | 1.22% |
| Petrobras (PBR.A) | 1.07% | 1.22% |
| iShares MSCI India ETF (INDA) | 1.07% | 1.18% |
| Oscar Health (OSCR) | 1.07% | 1.14% |
| Dorian LPG (LPG) | 1.07% | 1.05% |
| Simon (SPG) | 0.53% | 0.97% |
| Pfizer (PFE) | 0.8% | 0.83% |
| iShares Core High Dividend ETF (HDV) | 0.53% | 0.69% |
| Bristol-Myers Squibb (BMY) | 0.53% | 0.68% |
| Schwab US Dividend Equity ETF (SCHD) | 0.53% | 0.55% |
| CVS Health (CVS) | 0.27% | 0.4% |
| Vanguard FTSE Emerging Markets (VWO) | 0.27% | 0.34% |
| ASOS (ASC.L) | 2.66% | 0.34% |
| iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.27% | 0.29% |
| Vanguard Short-Term Treasury Index Fund (VGSH) | 0.27% | 0.29% |
| Solventum (SOLV) | 0% | 0.1% |
| Meituan (03690.HK) | 0% | 0.04% |
Cash & Instruments Over Time
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