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Portfolio Diversification
Range
Most Diversified
39 instruments
October 26, 2023
Least Diversified
0 instruments
February 2, 2025
Average
34.6 instruments
Most Consistent Holdings
Top 5
MSFT99.75%
LKOD.L99.75%
BMY99.75%
SPG99.75%
AML.L99.75%
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 |
|---|---|---|---|---|
 China Molybdenum (03993.HK) | 3.27% | 6.7% | 99.75% | - |
| Bristol-Myers Squibb (BMY) | 3.2% | 3.51% | 99.75% | - |
 Starbucks (SBUX) | 2.95% | 2.5% | 99.67% | - |
 SPDR Gold (GLD) | 2.91% | 4.17% | 99.75% | - |
 ARK Innovation ETF (ARKK) | 2.76% | 3.36% | 99.67% | - |
| Simon (SPG) | 2.7% | 3.02% | 99.75% | - |
 iShares MSCI India ETF (INDA) | 2.29% | 1.9% | 99.75% | - |
| Microsoft (MSFT) | 2.28% | 1.63% | 99.75% | - |
 Tencent (0700.HK) | 2.23% | 2.27% | 99.67% | - |
 Xiaomi (1810.HK) | 2.18% | 1.8% | 99.67% | - |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 2.04% | 3.08% | 99.75% | - |
 Ping An (2318.HK) | 1.99% | 2.54% | 99.75% | - |
 Berkshire Hathaway (BRK.B) | 1.89% | 0% | 54.93% | 10/29/2024 |
 SMIC (00981.HK) | 1.87% | 2.8% | 99.75% | - |
 Realty Income (O) | 1.87% | 1.85% | 99.75% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.77% | 1.91% | 99.75% | - |
 Alibaba (9988.HK) | 1.61% | 1.77% | 99.75% | - |
 Nio (NIO) | 1.45% | 1.18% | 99.67% | - |
 Visa (V) | 1.33% | 0% | 59.28% | 12/20/2024 |
 Disney (DIS) | 1.27% | 1.21% | 99.67% | - |
 CNOOC (0883.HK) | 1.26% | 1.57% | 99.67% | - |
 Nano-X (NNOX) | 1.24% | 0.3% | 99.75% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.03% | 1.12% | 75.33% | - |
 Xinyi Solar (0968.HK) | 0.93% | 0.56% | 99.67% | - |
 Rio Tinto (RIO) | 0.89% | 1.8% | 99.75% | - |
 Plug Power (PLUG) | 0.88% | 0.53% | 99.67% | - |
 Qudian (HTT) | 0.81% | 0% | 55.02% | 10/30/2024 |
 Meta (META) | 0.7% | 0% | 54.93% | 10/29/2024 |
 Western Digital (WDC) | 0.56% | 0% | 54.93% | 10/29/2024 |
 Wynn Resorts (WYNN) | 0.51% | 0% | 32.61% | 2/2/2024 |
 State Street Technology Select Sector SPDR ETF (XLK) | 0.48% | 0% | 32.61% | 2/2/2024 |
 Yuzhou Properties (1628.HK) | 0.41% | 0.05% | 99.75% | - |
 Alibaba (BABA) | 0.33% | 0.36% | 99.67% | - |
 Virgin Galactic (SPCE) | 0.3% | 0.02% | 99.75% | - |
| Aston Martin (AML.L) | 0.16% | 0.04% | 99.75% | - |
 Gazprom OAO-ADR (OGZDL.L) | 0.07% | 0.05% | 99.67% | - |
 Meituan (03690.HK) | 0.03% | 0% | 48.33% | 11/4/2024 |
 MMC Norilsk Nickel OJSC-ADR (MNODL.L) | 0.01% | 0.01% | 99.58% | - |
| Lukoil OAO-ADR (LKOD.L) | 0.01% | 0% | 61.2% | 4/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| China Molybdenum (03993.HK) | 1.21% | 6.76% |
| SPDR Gold (GLD) | 1.82% | 3.79% |
| SMIC (00981.HK) | 1.27% | 3.41% |
| ARK Innovation ETF (ARKK) | 3.03% | 3.3% |
| Bristol-Myers Squibb (BMY) | 3.76% | 3.27% |
| ARK Autonomous Technology & Robotics ETF (ARKQ) | 1.82% | 2.76% |
| Ping An (2318.HK) | 2.42% | 2.74% |
| Simon (SPG) | 1.35% | 2.74% |
| Tencent (0700.HK) | 1.82% | 2.65% |
| Xiaomi (1810.HK) | 0.61% | 2.23% |
| Starbucks (SBUX) | 3.03% | 2.16% |
| iShares MSCI India ETF (INDA) | 1.82% | 2.06% |
| Microsoft (MSFT) | 1.21% | 1.91% |
| Alibaba (9988.HK) | 1.92% | 1.88% |
| State Street SPDR S&P 500 ETF (SPY) | 1.21% | 1.86% |
| Realty Income (O) | 1.97% | 1.63% |
| Rio Tinto (RIO) | 1.21% | 1.46% |
| Disney (DIS) | 1.21% | 1.32% |
| CNOOC (0883.HK) | 0.61% | 1.29% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.21% | 1.14% |
| Nio (NIO) | 0.61% | 0.91% |
| Xinyi Solar (0968.HK) | 1.82% | 0.54% |
| Nano-X (NNOX) | 1.21% | 0.39% |
| Alibaba (BABA) | 0.61% | 0.39% |
| Plug Power (PLUG) | 2.44% | 0.34% |
| Aston Martin (AML.L) | 0.68% | 0.06% |
| Gazprom OAO-ADR (OGZDL.L) | 0.61% | 0.05% |
| Virgin Galactic (SPCE) | 2.49% | 0.02% |
| Yuzhou Properties (1628.HK) | 1.82% | 0.02% |
| MMC Norilsk Nickel OJSC-ADR (MNODL.L) | 0.61% | 0.01% |
| Lukoil OAO-ADR (LKOD.L) | 0.61% | 0% |
Cash & Instruments Over Time
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