Portfolio Diversification
Range
Most Diversified
36 instruments
January 8, 2022
Least Diversified
4 instruments
January 26, 2024
Average
15.7 instruments
Most Consistent Holdings
Top 5
MSFT100%
CAT100%
MU100%
INTC66.69%
0992.HK60.98%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Caterpillar (CAT) | 16.93% | 27.29% | 100% | - |
| Microsoft (MSFT) | 7.01% | 5.56% | 100% | - |
| Intel (INTC) | 6.36% | 5.39% | 66.69% | - |
 Bitcoin (BTC) | 5.92% | 0% | 46.59% | 11/30/2023 |
 iShares Core S&P 500 ETF (IVV) | 3.34% | 16.58% | 20.02% | - |
 BYD (01211.HK) | 3.2% | 23.57% | 16.9% | - |
| Micron (MU) | 3.07% | 2.53% | 100% | - |
 Cisco (CSCO) | 2.14% | 0% | 46.01% | 7/27/2023 |
 Best Buy (BBY) | 2.07% | 0% | 60.3% | 1/24/2024 |
 iShares UK Property UCITS ETF (IUKP.L) | 2.05% | 0% | 58.2% | 1/24/2024 |
 Applied Materials (AMAT) | 1.86% | 0% | 46.01% | 7/27/2023 |
 iShares Silver Trust (SLV) | 1.75% | 0% | 56.27% | 11/30/2023 |
 Cummins (CMI) | 1.75% | 0% | 60.89% | 1/24/2024 |
 Vanguard S&P 500 Value ETF (VOOV) | 1.71% | 10.29% | 16.23% | - |
 SPDR Gold (GLD) | 1.65% | 0% | 30.7% | 1/23/2023 |
 Jefferies (JEF) | 1.41% | 0% | 46.01% | 7/27/2023 |
 Amazon (AMZN) | 1.27% | 0% | 28.09% | 12/22/2022 |
 FedEx (FDX) | 1.22% | 0% | 46.01% | 7/27/2023 |
| Lenovo (0992.HK) | 1.07% | 0% | 60.98% | 1/25/2024 |
 Invesco QQQ (QQQ) | 1.06% | 5.51% | 18.25% | - |
 Autodesk (ADSK) | 1.04% | 0% | 34.65% | 3/13/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.97% | 0% | 16.32% | 10/9/2023 |
 Salesforce (CRM) | 0.85% | 0% | 27.08% | 12/8/2022 |
 UPS (UPS) | 0.81% | 0% | 26.24% | 1/24/2024 |
 Starbucks (SBUX) | 0.66% | 0% | 30.11% | 1/23/2023 |
 GM (GM) | 0.66% | 0% | 34.15% | 3/6/2023 |
 Vanguard Health Care ETF (VHT) | 0.66% | 2.95% | 20.02% | - |
 Zijin Mining (2899.HK) | 0.62% | 0% | 34.15% | 3/6/2023 |
 Lowe's (LOW) | 0.56% | 0% | 9.92% | 7/27/2023 |
 Crowdstrike (CRWD) | 0.54% | 0% | 26.41% | 11/28/2022 |
 Nio (NIO) | 0.47% | 0% | 34.65% | 3/13/2023 |
 Skyworks (SWKS) | 0.3% | 0% | 21.95% | 9/30/2022 |
 Logitech (LOGN.ZU) | 0.25% | 0% | 15.14% | 6/30/2022 |
 CRISPR Therapeutics (CRSP) | 0.24% | 0% | 34.65% | 3/13/2023 |
 Crocs (CROX) | 0.24% | 0% | 10.51% | 5/6/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.24% | 0% | 2.27% | 3/21/2023 |
 Cardano (ADA) | 0.24% | 0% | 34.65% | 3/13/2023 |
 Uber (UBER) | 0.23% | 0% | 10.93% | 5/11/2022 |
 DIDI (DIDIY) | 0.19% | 0% | 34.15% | 3/6/2023 |
 Samsung (SMSN.L) | 0.19% | 0% | 21.45% | 9/22/2022 |
 Peloton (PTON) | 0.18% | 0% | 5.63% | 5/10/2022 |
 Oil (Non Expiry) (OIL) | 0.17% | 0% | 2.1% | 10/28/2024 |
 RealReal (REAL) | 0.15% | 0% | 8.92% | 5/6/2022 |
 Moderna (MRNA) | 0.14% | 0% | 13.71% | 6/13/2022 |
 Okta (OKTA) | 0.12% | 0% | 9.84% | 4/28/2022 |
 PayPal (PYPL) | 0.1% | 0% | 4.46% | 2/22/2022 |
 3D Systems (DDD) | 0.08% | 0% | 6.06% | 3/14/2022 |
 Pfizer (PFE) | 0.07% | 0% | 5.63% | 3/9/2022 |
 Xiaomi (1810.HK) | 0.07% | 0% | 5.3% | 3/4/2022 |
 Roku (ROKU) | 0.01% | 0% | 1.18% | 1/14/2022 |
 Palantir (PLTR) | 0.01% | 0% | 2.02% | 1/24/2022 |
 Vitesse Energy (VTS) | 0% | 0% | 0.5% | 1/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Caterpillar (CAT) | 26.22% | 31.51% |
| iShares Core S&P 500 ETF (IVV) | 17.88% | 17.75% |
| BYD (01211.HK) | 19.38% | 16.91% |
| Vanguard S&P 500 Value ETF (VOOV) | 11.98% | 10.95% |
| Invesco QQQ (QQQ) | 5.96% | 5.97% |
| Microsoft (MSFT) | 4.17% | 5.54% |
| Intel (INTC) | 7.75% | 5.49% |
| Vanguard Health Care ETF (VHT) | 3.58% | 3.05% |
| Micron (MU) | 2.98% | 2.72% |