Portfolio Diversification
Range
Most Diversified
12 instruments
August 23, 2023
Least Diversified
8 instruments
January 2, 2023
Average
9.2 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
ET100%
RR.L100%
03333.HK100%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 19.3% | 9.66% | 100% | - |
| Microsoft (MSFT) | 17.54% | 19.38% | 100% | - |
| Rolls-Royce (RR.L) | 9.75% | 19.33% | 100% | - |
 ASM (ASM.NV) | 8.34% | 0% | 53.94% | 6/20/2024 |
| Energy Transfer (ET) | 4.87% | 3.9% | 100% | - |
 iShares MSCI China ETF (MCHI) | 4.17% | 3.81% | 100% | - |
 Palantir (PLTR) | 4.06% | 11.53% | 100% | - |
 Take-Two (TTWO) | 3.42% | 7.36% | 76.56% | - |
 Bitcoin (BTC) | 3.05% | 0% | 13.51% | 1/3/2024 |
| China Evergrande Group (03333.HK) | 1.21% | 0.2% | 100% | - |
 General Dynamics (GD) | 0.62% | 1% | 71.95% | - |
 NVIDIA (NVDA) | 0.04% | 0% | 2.46% | 9/21/2023 |
 Bridgebio (BBIO) | 0.03% | 0% | 1.64% | 9/7/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 7.54% | 25.94% |
| Microsoft (MSFT) | 5.66% | 17.04% |
| Rolls-Royce (RR.L) | 3.77% | 10.74% |
| Palantir (PLTR) | 3.77% | 6.01% |
| Energy Transfer (ET) | 1.89% | 5.29% |
| Take-Two (TTWO) | 3.77% | 4.65% |
| iShares MSCI China ETF (MCHI) | 11.31% | 3.3% |
| General Dynamics (GD) | 0.79% | 0.66% |
| China Evergrande Group (03333.HK) | 7.54% | 0.23% |