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Portfolio Diversification
Range
Most Diversified
47 instruments
February 29, 2024
Least Diversified
0 instruments
July 6, 2025
Average
38.6 instruments
Most Consistent Holdings
Top 5
TGT99.48%
CVX99.39%
BDX99.39%
MARA99.39%
GOTU99.13%
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 |
|---|---|---|---|---|
 ExxonMobil (XOM) | 9.9% | 0% | 94.01% | 1/5/2026 |
 Riot (RIOT) | 9.88% | 12.8% | 90.7% | - |
| Chevron (CVX) | 9.21% | 13.6% | 99.39% | - |
 Newmont (NEM) | 8.54% | 0% | 81.41% | 8/6/2025 |
| Marathon Digital (MARA) | 5.74% | 4.32% | 99.39% | - |
 Nucor (NUE) | 5.42% | 0% | 93.83% | 1/21/2026 |
 C3.ai (AI) | 3.89% | 2.15% | 83.67% | - |
 Cleanspark (CLSK) | 2.37% | 2.92% | 63.16% | - |
 Southern Copper (SCCO) | 2.2% | 0.31% | 98.09% | - |
 Tesla (TSLA) | 2.11% | 0% | 57.95% | 11/8/2024 |
 Barrick (B) | 1.94% | 0% | 81.23% | 8/20/2025 |
| Target (TGT) | 1.92% | 3.54% | 99.48% | - |
 Medtronic (MDT.US) | 1.83% | 0% | 90.1% | 11/18/2025 |
 Freeport-McMoRan (FCX) | 1.77% | 0% | 91.83% | 12/26/2025 |
 Lithium Americas (LAC) | 1.44% | 4.51% | 98.09% | - |
| Gaotu (GOTU) | 1.39% | 0.97% | 99.13% | - |
 EHang (EH) | 1.34% | 0.88% | 98.96% | - |
 XPeng (XPEV) | 1.25% | 1.68% | 82.88% | - |
| BD (BDX) | 1.05% | 1.81% | 99.39% | - |
 Cipher (CIFR) | 0.99% | 6.02% | 21.55% | - |
 Alibaba Health (00241.HK) | 0.99% | 2.91% | 98.96% | - |
 Church & Dwight (CHD) | 0.87% | 1.25% | 72.2% | - |
 TAL Education (TAL) | 0.81% | 0% | 88.01% | 11/7/2025 |
 New Oriental (EDU) | 0.79% | 1.24% | 98% | - |
 Geely (00175.HK) | 0.73% | 0% | 56.56% | 10/28/2024 |
 Alibaba (BABA) | 0.72% | 0% | 88.97% | 11/7/2025 |
 Nio (NIO) | 0.71% | 2.08% | 99.04% | - |
 Xiaomi (1810.HK) | 0.6% | 0.69% | 68.38% | - |
 TSMC (TSM) | 0.51% | 0% | 49.26% | 10/7/2024 |
 BYD Electronic (00285.HK) | 0.51% | 0.82% | 75.85% | - |
 Agora (API) | 0.47% | 0.72% | 97.83% | - |
 JD.com (JD.US) | 0.46% | 2.06% | 98% | - |
 Niu (NIU) | 0.46% | 0.71% | 98.96% | - |
 McCormick (MKC) | 0.43% | 0.45% | 98.44% | - |
 Hive (HIVE) | 0.42% | 1.46% | 21.29% | - |
 Xinyi Solar (0968.HK) | 0.41% | 1.24% | 98.18% | - |
 Fastenal (FAST) | 0.32% | 0% | 54.13% | 10/11/2024 |
 Tencent (0700.HK) | 0.3% | 0% | 66.9% | 3/6/2025 |
 Lithium Americas Argentina C (LAR) | 0.3% | 0.78% | 76.02% | - |
 Roper (ROP) | 0.3% | 0% | 56.04% | 10/17/2024 |
 PepsiCo (PEP) | 0.25% | 1.2% | 70.46% | - |
 PDD Holdings (PDD) | 0.2% | 0% | 84.62% | 11/7/2025 |
 ADP (ADP) | 0.2% | 0% | 54.91% | 10/3/2024 |
 Johnson & Johnson (JNJ) | 0.14% | 0% | 79.93% | 8/8/2025 |
 Coca-Cola (KO) | 0.13% | 0% | 66.46% | 3/3/2025 |
 ITW (ITW) | 0.11% | 0% | 56.21% | 11/6/2024 |
 Procter & Gamble (PG) | 0.11% | 0% | 57.69% | 11/22/2024 |
 Kimberly-Clark (KMB) | 0.1% | 0% | 53.78% | 10/15/2024 |
 Air Products (APD) | 0.09% | 0% | 52.48% | 10/7/2024 |
 Kinross Gold (KGC) | 0.02% | 6.24% | 0.43% | - |
 Agnico Eagle (AEM) | 0.02% | 6.5% | 0.35% | - |
 Waters (WAT) | 0.01% | 0.44% | 2% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Riot (RIOT) | 13.25% | 12.9% |
| ExxonMobil (XOM) | 7.85% | 10.89% |
| Chevron (CVX) | 7.99% | 8.59% |
| Cipher (CIFR) | 5.61% | 5.12% |
| Marathon Digital (MARA) | 6.24% | 3.82% |
| Lithium Americas (LAC) | 5.05% | 3.39% |
| Cleanspark (CLSK) | 4.2% | 2.53% |
| C3.ai (AI) | 4.91% | 2.49% |
| Alibaba Health (00241.HK) | 2.24% | 2.25% |
| Target (TGT) | 2.38% | 2.25% |
| Nucor (NUE) | 1.54% | 2.03% |
| Nio (NIO) | 2.03% | 1.74% |
| JD.com (JD.US) | 1.75% | 1.72% |
| BD (BDX) | 1.4% | 1.65% |
| XPeng (XPEV) | 1.4% | 1.55% |
| Hive (HIVE) | 2.8% | 1.45% |
| New Oriental (EDU) | 0.7% | 1.01% |
| Xinyi Solar (0968.HK) | 1.19% | 0.88% |
| Gaotu (GOTU) | 0.91% | 0.86% |
| PepsiCo (PEP) | 0.7% | 0.85% |
| Church & Dwight (CHD) | 0.7% | 0.82% |
| EHang (EH) | 0.84% | 0.79% |
| BYD Electronic (00285.HK) | 0.7% | 0.72% |
| Xiaomi (1810.HK) | 0.7% | 0.63% |
| Agora (API) | 0.42% | 0.53% |
| Lithium Americas Argentina C (LAR) | 0% | 0.51% |
| Niu (NIU) | 0.63% | 0.45% |
| McCormick (MKC) | 0.35% | 0.37% |
| Southern Copper (SCCO) | 0% | 0.19% |
Cash & Instruments Over Time
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