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Portfolio Diversification
Range
Most Diversified
79 instruments
January 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
56.2 instruments
Most Consistent Holdings
Top 5
CVX.US99.56%
3988.HK99.56%
SPY99.56%
SPYD99.56%
VOO99.56%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 16.36% | 22.76% | 99.56% | - |
| State Street SPDR S&P 500 ETF (SPY) | 16.35% | 21.96% | 99.56% | - |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 12.91% | 7.65% | 99.56% | - |
| Bank of China (3988.HK) | 7.52% | 7.14% | 99.56% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.84% | 3.78% | 66.5% | - |
 iShares Core High Dividend ETF (HDV) | 4.44% | 4.29% | 57.65% | - |
 DividendGrowth | 2.89% | 0% | 31.67% | 8/31/2023 |
 InTheGame | 2.57% | 0% | 36.73% | 8/31/2023 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 2.2% | 8.85% | 72.69% | - |
| Chevron (CVX.US) | 0.87% | 0.29% | 99.56% | - |
 Marsh & McLennan (MRSH) | 0.83% | 0.21% | 99.3% | - |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.8% | 0.35% | 99.56% | - |
 TotalEnergies (TTE.PA) | 0.76% | 0.3% | 99.3% | - |
 Engie (ENGI.PA) | 0.6% | 0.47% | 99.43% | - |
 iShares MSCI China ETF (MCHI) | 0.52% | 0% | 28.26% | 4/18/2023 |
 ABN AMRO (ABN.NV) | 0.52% | 0.46% | 99.3% | - |
 Oracle (ORCL) | 0.5% | 0.3% | 99.3% | - |
 American Express (AXP) | 0.46% | 0.2% | 99.24% | - |
 China Railway Construction (1186.HK) | 0.44% | 0.32% | 60.68% | - |
 Swire Pacific (00019.HK) | 0.43% | 0.24% | 99.3% | - |
 Berkshire Hathaway (BRK.B) | 0.41% | 0.15% | 99.3% | - |
 China Railway (0390.HK) | 0.41% | 0.3% | 59.99% | - |
 Alphabet (GOOG) | 0.41% | 0.29% | 99.3% | - |
 Verizon (VZ) | 0.41% | 0.13% | 99.3% | - |
 Microsoft (MSFT) | 0.39% | 0.14% | 99.24% | - |
 ONEOK (OKE) | 0.38% | 0.13% | 99.24% | - |
 Kroger (KR) | 0.37% | 0.12% | 99.43% | - |
 CR Land (1109.HK) | 0.36% | 0% | 94.25% | 3/9/2026 |
 Meta (META) | 0.35% | 0.18% | 99.37% | - |
 Mastercard (MA) | 0.35% | 0.12% | 99.3% | - |
 Visa (V) | 0.34% | 0.13% | 99.24% | - |
 Ishares MSCI JAPAN ETF (EWJ) | 0.34% | 0% | 28.26% | 4/18/2023 |
 Procter & Gamble (PG) | 0.33% | 0.09% | 99.3% | - |
 Snowflake (SNOW) | 0.31% | 0.51% | 50% | - |
 Moody's (MCO) | 0.31% | 0.11% | 99.3% | - |
 Qualcomm (QCOM) | 0.31% | 0.14% | 99.43% | - |
 Azimut (AZM.MI) | 0.31% | 0.14% | 99.3% | - |
 Simon (SPG) | 0.3% | 0.13% | 99.3% | - |
 BlackRock (BLK) | 0.3% | 0.11% | 99.3% | - |
 LSE (LSEG.L) | 0.29% | 0.09% | 99.37% | - |
 iShares UK Property UCITS ETF (IUKP.L) | 0.25% | 0% | 28.82% | 4/27/2023 |
 BYD Electronic (00285.HK) | 0.25% | 0.11% | 99.43% | - |
 Rio Tinto (RIO) | 0.25% | 0% | 92.98% | 2/19/2026 |
 Realty Income (O) | 0.25% | 0.07% | 99.56% | - |
 EPR (EPR) | 0.23% | 0% | 93.11% | 2/19/2026 |
 iShares Semiconductor ETF (SOXX) | 0.23% | 0% | 28.26% | 4/18/2023 |
 Enel (ENEL.MI) | 0.22% | 0.09% | 99.3% | - |
 Italgas (IG.MI) | 0.22% | 0% | 63.15% | 10/28/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.22% | 0% | 29.08% | 5/1/2023 |
 Citi (C) | 0.22% | 0.14% | 99.43% | - |
 UnipolSai Assicurazioni SPA (US.MI) | 0.21% | 0% | 55.5% | 6/28/2024 |
 NVIDIA (NVDA) | 0.21% | 0% | 29.58% | 5/9/2023 |
 Take-Two (TTWO) | 0.2% | 0.09% | 99.3% | - |
 MCC (1618.HK) | 0.2% | 0.14% | 61.31% | - |
 SSE (SSE.L) | 0.2% | 0% | 45.32% | 1/17/2024 |
 Bank of America (BAC) | 0.19% | 0% | 59.48% | 8/30/2024 |
 AT&T (T.US) | 0.19% | 0% | 92.98% | 2/19/2026 |
 Hello Group (MOMO) | 0.18% | 0% | 86.09% | 12/3/2025 |
 Globalstar (GSAT) | 0.15% | 0% | 43.24% | 12/15/2023 |
 Persimmon (PSN.L) | 0.15% | 0% | 87.99% | 12/2/2025 |
 GE (GE) | 0.14% | 0% | 40.83% | 11/7/2023 |
 Groupe ADP (ADP.PA) | 0.14% | 0% | 23.7% | 2/3/2023 |
 Vanguard FTSE All-World ex-US (VEU) | 0.14% | 0% | 36.73% | 8/31/2023 |
 Wetherspoon (JDW.L) | 0.14% | 0% | 88.12% | 12/2/2025 |
 Autogrill (AGL.MI) | 0.14% | 0% | 34.07% | 7/19/2023 |
 AMD (AMD) | 0.14% | 0% | 29.77% | 5/12/2023 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.13% | 0% | 28.26% | 4/18/2023 |
 State Street SPDR Dow Jones In (DIA.US) | 0.13% | 0% | 28.26% | 4/18/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.12% | 0% | 28.82% | 4/27/2023 |
 Enterprise Products (EPD) | 0.12% | 0% | 21.49% | 12/28/2022 |
 Lumen (LUMN) | 0.11% | 0% | 36.73% | 8/31/2023 |
 Paramount (PSKY) | 0.11% | 0% | 88.12% | 12/2/2025 |
 iShares MSCI Hong Kong ETF (EWH) | 0.11% | 0% | 28.26% | 4/18/2023 |
 Delta (DAL) | 0.11% | 0% | 28.26% | 4/18/2023 |
 iShares MSCI Germany ETF (EWG) | 0.1% | 0% | 29.08% | 5/1/2023 |
 Fintech Acquisition Corp. V (FTCV) | 0.09% | 0% | 20.42% | 12/9/2022 |
 Juventus (JUVE.MI) | 0.06% | 0% | 28.26% | 4/18/2023 |
 PayPal (PYPL) | 0.05% | 0% | 28.26% | 4/18/2023 |
 Alibaba (BABA) | 0.05% | 0% | 28.26% | 4/18/2023 |
 US Bancorp (USB) | 0.04% | 0% | 13.08% | 11/15/2023 |
 Cardano (ADA) | 0.04% | 0% | 28.26% | 4/18/2023 |
 Norwegian (NAS.OL) | 0.04% | 0% | 28.26% | 4/18/2023 |
 EUSTX50 Index (Non Expiry) (EUSTX50) | 0.03% | 0% | 1.26% | 6/20/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.02% | 0% | 0.88% | 2/18/2022 |
 China A50 Index (China50.FUTURE) | 0.02% | 0% | 0.7% | 2/8/2022 |
 JPN225 Index (Non Expiry) (JPN225) | 0.01% | 0% | 0.57% | 4/28/2022 |
 China Minsheng Bank (1988.HK) | 0.01% | 0% | 1.71% | 10/18/2023 |
 UK100 Index (Non Expiry) (UK100) | 0.01% | 0% | 0.57% | 1/21/2022 |
 Plug Power (PLUG) | 0% | 0% | 1.52% | 1/24/2022 |
 AUS200 Index (Non Expiry) (AUS200) | 0% | 0% | 0.19% | 1/24/2022 |
 Compass (COMP.US) | 0% | 0% | 0.95% | 5/26/2023 |
 State Street SPDR S&P 500 ETF (SPY.RTH) | 0% | 0.78% | 0.38% | - |
 GE HealthCare (GEHC) | 0% | 0% | 1.83% | 2/3/2023 |
 Evofem Biosciences (EVFM) | 0% | 0% | 1.52% | 1/24/2022 |
 Dogecoin (DOGE) | 0% | 0% | 1.52% | 1/24/2022 |
 Upstart (UPST) | 0% | 0% | 0.25% | 5/15/2023 |
 ApeCoin (APE) | 0% | 0% | 0.06% | 3/18/2022 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.13% | 4/14/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 21.78% | 22.34% |
| Vanguard S&P 500 ETF (VOO) | 21.78% | 22.33% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 9.45% | 8.56% |
| Bank of China (3988.HK) | 5.76% | 7.39% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 7.38% | 6.98% |
| iShares Core High Dividend ETF (HDV) | 4.61% | 4.73% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 4.61% | 4.51% |
| Snowflake (SNOW) | 0.46% | 0.53% |
| ABN AMRO (ABN.NV) | 0.23% | 0.49% |
| Engie (ENGI.PA) | 0.35% | 0.49% |
| China Railway Construction (1186.HK) | 0.46% | 0.42% |
| State Street SPDR EURO STOXX 50 (FEZ) | 0.35% | 0.4% |
| China Railway (0390.HK) | 0.46% | 0.38% |
| Alphabet (GOOG) | 0.12% | 0.31% |
| Marsh & McLennan (MRSH) | 0.23% | 0.3% |
| Oracle (ORCL) | 0.12% | 0.3% |
| American Express (AXP) | 0.12% | 0.3% |
| Chevron (CVX.US) | 0.23% | 0.29% |
| TotalEnergies (TTE.PA) | 0.23% | 0.27% |
| Meta (META) | 0.12% | 0.24% |
| Swire Pacific (00019.HK) | 0.23% | 0.22% |
| MCC (1618.HK) | 0.23% | 0.2% |
| Berkshire Hathaway (BRK.B) | 0.12% | 0.2% |
| Microsoft (MSFT) | 0.12% | 0.2% |
| Azimut (AZM.MI) | 0.12% | 0.17% |
| Visa (V) | 0.12% | 0.17% |
| Mastercard (MA) | 0.12% | 0.17% |
| Moody's (MCO) | 0.12% | 0.16% |
| CR Land (1109.HK) | 0.23% | 0.16% |
| Kroger (KR) | 0.12% | 0.16% |
| BYD Electronic (00285.HK) | 0.23% | 0.15% |
| Simon (SPG) | 0.12% | 0.15% |
| BlackRock (BLK) | 0.12% | 0.15% |
| Citi (C) | 0.12% | 0.15% |
| ONEOK (OKE) | 0.12% | 0.14% |
| Verizon (VZ) | 0.23% | 0.14% |
| Qualcomm (QCOM) | 0.12% | 0.13% |
| Take-Two (TTWO) | 0.12% | 0.12% |
| LSE (LSEG.L) | 0.12% | 0.11% |
| Enel (ENEL.MI) | 0.12% | 0.11% |
| Procter & Gamble (PG) | 0.12% | 0.11% |
| Rio Tinto (RIO) | 0.12% | 0.1% |
| EPR (EPR) | 0.12% | 0.09% |
| Realty Income (O) | 0.12% | 0.08% |
| AT&T (T.US) | 0.12% | 0.08% |
Cash & Instruments Over Time
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