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Portfolio Diversification
Range
Most Diversified
10 instruments
July 25, 2023
Least Diversified
2 instruments
January 1, 2022
Average
7.7 instruments
Most Consistent Holdings
Top 5
CLNE100%
DXC93.72%
AMD89.12%
UCTT85.31%
LSCC84.65%
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 |
|---|---|---|---|---|
| Clean Energy (CLNE) | 15.86% | 14.89% | 100% | - |
| Ultra Clean (UCTT) | 10.74% | 12.12% | 85.31% | - |
 GCL (3800.HK) | 9.94% | 7.36% | 78.64% | - |
| AMD (AMD) | 9.11% | 19.56% | 89.12% | - |
 China Longyuan (0916.HK) | 8.83% | 13.44% | 66.36% | - |
| DXC Technology (DXC) | 6.49% | 17.45% | 93.72% | - |
 Canadian Solar (CSIQ) | 6.17% | 0% | 61.15% | 8/5/2024 |
 Datadog (DDOG) | 4.26% | 3.06% | 83.85% | - |
| Lattice (LSCC) | 3.1% | 3.04% | 84.65% | - |
 Lam Research (LRCX) | 2.07% | 0% | 14.29% | 2/1/2023 |
 Xinyi Solar (0968.HK) | 1.57% | 0% | 11.42% | 1/15/2024 |
 VMware (VMW) | 0.12% | 0% | 3.54% | 5/23/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Ultra Clean (UCTT) | 23.28% | 22.33% |
| Clean Energy (CLNE) | 24.2% | 21.32% |
| China Longyuan (0916.HK) | 13.19% | 12.84% |
| GCL (3800.HK) | 8.42% | 8.03% |
| AMD (AMD) | 3.09% | 7.24% |
| Datadog (DDOG) | 2.18% | 3.83% |
| Lattice (LSCC) | 2.27% | 2.76% |
| DXC Technology (DXC) | 3.52% | 2.2% |
Cash & Instruments Over Time
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