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Portfolio Diversification
Range
Most Diversified
34 instruments
August 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
30 instruments
Most Consistent Holdings
Top 5
VZ99.74%
BATS.L99.74%
ASC.L99.74%
9988.HK99.74%
ARKK99.74%
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) | 9.45% | 1.3% | 99.74% | - |
 China Mobile (0941.HK) | 7.53% | 5.5% | 99.48% | - |
| Alibaba (9988.HK) | 7.21% | 6.5% | 99.74% | - |
 Imperial Brands (IMB.L) | 6.39% | 6.13% | 99.22% | - |
 AT&T (T) | 5.87% | 5.62% | 99.65% | - |
| Verizon (VZ) | 5.6% | 5.63% | 99.74% | - |
| ARK Innovation ETF (ARKK) | 5.01% | 4.52% | 99.74% | - |
 ARK Genomic Revolution ETF (ARKG) | 4.33% | 2.91% | 99.65% | - |
 Vanguard Total Stock Market ETF (VTI) | 4.29% | 3.8% | 99.48% | - |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 4.05% | 0% | 78.19% | 6/30/2025 |
 ARK Next Generation Internet ETF (ARKW) | 3.84% | 0% | 78.19% | 6/30/2025 |
 Viatris (VTRS) | 3.46% | 0% | 97.74% | 2/12/2026 |
 Douyu (DOYU) | 3.33% | 1.08% | 99.74% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 3.22% | 0% | 75.93% | 6/4/2025 |
 Baidu (BIDU) | 1.89% | 2.91% | 99.65% | - |
 Tencent (0700.HK) | 1.66% | 0% | 84.27% | 9/10/2025 |
 ZEPP Health (ZEPP) | 1.35% | 0% | 81.49% | 8/7/2025 |
 Warner Bros Discovery (WBD) | 1% | 0% | 84.71% | 9/15/2025 |
 Simon (SPG) | 1% | 0.99% | 88.27% | - |
 Brazil Index MSCI Ishares (EWZ) | 0.98% | 2.48% | 58.21% | - |
| ASOS (ASC.L) | 0.92% | 0.35% | 99.74% | - |
 iShares Core High Dividend ETF (HDV) | 0.81% | 0.75% | 89.14% | - |
 3M (MMM) | 0.75% | 0% | 79.84% | 9/9/2025 |
 Altria (MO) | 0.72% | 0% | 78.71% | 9/9/2025 |
 Philip Morris (PM) | 0.5% | 0% | 51.35% | 10/28/2024 |
 Alteryx Inc. (AYX) | 0.5% | 0% | 37.97% | 3/21/2024 |
 Bristol-Myers Squibb (BMY) | 0.47% | 0.74% | 65.77% | - |
 Petrobras (PBR.A) | 0.31% | 1.7% | 23.54% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.29% | 0.28% | 73.76% | - |
 Anheuser-Busch (BUD) | 0.28% | 0% | 7.56% | 3/31/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 0.27% | 0.61% | 42.75% | - |
 Oscar Health (OSCR) | 0.26% | 1.06% | 20.16% | - |
 iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) | 0.26% | 0.28% | 67.77% | - |
 Novo-Nordisk (NVO) | 0.26% | 0.99% | 18.51% | - |
 Pfizer (PFE) | 0.24% | 0.88% | 51.09% | - |
 CVS Health (CVS) | 0.24% | 0.39% | 58.12% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.18% | 0.34% | 48.39% | - |
 DHT Holdings (DHT) | 0.17% | 1.75% | 12.68% | - |
 iShares MSCI India ETF (INDA) | 0.16% | 1.06% | 13.9% | - |
 Dorian LPG (LPG) | 0.15% | 1.43% | 12.6% | - |
 Cameco (CCJ) | 0.14% | 0% | 28.06% | 6/30/2025 |
 Shopify (SHOP) | 0.1% | 0% | 14.77% | 6/23/2023 |
 Solventum (SOLV) | 0.07% | 0.09% | 60.56% | - |
 Meituan (03690.HK) | 0.06% | 0.03% | 92.01% | - |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0.05% | 0% | 21.46% | 9/11/2023 |
 Intel (INTC) | 0.03% | 0% | 3.13% | 3/31/2023 |
 Netflix (NFLX) | 0.02% | 0% | 1.91% | 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) | 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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