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Portfolio Diversification
Range
Most Diversified
36 instruments
January 8, 2022
Least Diversified
4 instruments
January 26, 2024
Average
14.2 instruments
Most Consistent Holdings
Top 5
CAT100%
MU100%
MSFT99.87%
INTC73.49%
0992.HK48.53%
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 |
|---|---|---|---|---|
| Caterpillar (CAT) | 20.31% | 39.31% | 100% | - |
| Microsoft (MSFT) | 6.59% | 3.57% | 99.87% | - |
| Intel (INTC) | 6.42% | 7.9% | 73.49% | - |
 BYD (01211.HK) | 5.93% | 11.91% | 33.67% | - |
 iShares Core S&P 500 ETF (IVV) | 5.79% | 13.54% | 36.35% | - |
 Bitcoin (BTC) | 4.71% | 0% | 37.08% | 11/30/2023 |
| Micron (MU) | 3.46% | 7.96% | 100% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 3.22% | 8.24% | 33.33% | - |
 Invesco QQQ (QQQ) | 1.93% | 4.66% | 34.94% | - |
 Cisco (CSCO) | 1.7% | 0% | 36.61% | 7/27/2023 |
 Best Buy (BBY) | 1.64% | 0% | 47.99% | 1/24/2024 |
 iShares UK Property UCITS ETF (IUKP.L) | 1.63% | 0% | 46.32% | 1/24/2024 |
 Applied Materials (AMAT) | 1.48% | 0% | 36.61% | 7/27/2023 |
 iShares Silver Trust (SLV) | 1.39% | 0% | 44.78% | 11/30/2023 |
 Cummins (CMI) | 1.39% | 0% | 48.46% | 1/24/2024 |
 SPDR Gold (GLD) | 1.31% | 0% | 24.43% | 1/23/2023 |
 Jefferies (JEF) | 1.12% | 0% | 36.61% | 7/27/2023 |
 Amazon (AMZN) | 1.01% | 0% | 22.36% | 12/22/2022 |
 FedEx (FDX) | 0.97% | 0% | 36.61% | 7/27/2023 |
| Lenovo (0992.HK) | 0.85% | 0% | 48.53% | 1/25/2024 |
 Autodesk (ADSK) | 0.83% | 0% | 27.58% | 3/13/2023 |
 Vanguard Health Care ETF (VHT) | 0.82% | 0% | 27.31% | 10/23/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.77% | 0% | 12.99% | 10/9/2023 |
 Salesforce (CRM) | 0.68% | 0% | 21.55% | 12/8/2022 |
 UPS (UPS) | 0.65% | 0% | 20.88% | 1/24/2024 |
 Starbucks (SBUX) | 0.53% | 0% | 23.96% | 1/23/2023 |
 GM (GM) | 0.53% | 0% | 27.18% | 3/6/2023 |
 Zijin Mining (2899.HK) | 0.49% | 0% | 27.18% | 3/6/2023 |
 Lowe's (LOW) | 0.45% | 0% | 7.9% | 7/27/2023 |
 Crowdstrike (CRWD) | 0.43% | 0% | 21.02% | 11/28/2022 |
 Nio (NIO) | 0.37% | 0% | 27.58% | 3/13/2023 |
 Skyworks (SWKS) | 0.24% | 0% | 17.47% | 9/30/2022 |
 Logitech (LOGN.ZU) | 0.2% | 0% | 12.05% | 6/30/2022 |
 CRISPR Therapeutics (CRSP) | 0.19% | 0% | 27.58% | 3/13/2023 |
 Crocs (CROX) | 0.19% | 0% | 8.37% | 5/6/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.19% | 0% | 1.81% | 3/21/2023 |
 Cardano (ADA) | 0.19% | 0% | 27.58% | 3/13/2023 |
 Uber (UBER) | 0.18% | 0% | 8.7% | 5/11/2022 |
 DIDI (DIDIY) | 0.15% | 0% | 27.18% | 3/6/2023 |
 Samsung (SMSN.L) | 0.15% | 0% | 17.07% | 9/22/2022 |
 Peloton (PTON) | 0.14% | 0% | 4.48% | 5/10/2022 |
 Oil (Non Expiry) (OIL) | 0.14% | 0% | 1.67% | 10/28/2024 |
 RealReal (REAL) | 0.12% | 0% | 7.1% | 5/6/2022 |
 Moderna (MRNA) | 0.11% | 0% | 10.91% | 6/13/2022 |
 Okta (OKTA) | 0.09% | 0% | 7.83% | 4/28/2022 |
 PayPal (PYPL) | 0.08% | 0% | 3.55% | 2/22/2022 |
 3D Systems (DDD) | 0.06% | 0% | 4.82% | 3/14/2022 |
 Pfizer (PFE) | 0.06% | 0% | 4.48% | 3/9/2022 |
 Xiaomi (1810.HK) | 0.05% | 0% | 4.22% | 3/4/2022 |
 Roku (ROKU) | 0.01% | 0% | 0.94% | 1/14/2022 |
 Palantir (PLTR) | 0.01% | 0% | 1.61% | 1/24/2022 |
 Vitesse Energy (VTS) | 0% | 0% | 0.4% | 1/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Caterpillar (CAT) | 25.98% | 36.11% |
| iShares Core S&P 500 ETF (IVV) | 17.71% | 14.96% |
| BYD (01211.HK) | 19.21% | 13.13% |
| Vanguard S&P 500 Value ETF (VOOV) | 11.87% | 8.81% |
| Intel (INTC) | 7.68% | 7.33% |
| Micron (MU) | 2.95% | 6.7% |
| Invesco QQQ (QQQ) | 5.9% | 5.2% |
| Microsoft (MSFT) | 4.13% | 4.6% |
Cash & Instruments Over Time
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