Portfolio Diversification
Range
Most Diversified
36 instruments
January 8, 2022
Least Diversified
4 instruments
January 26, 2024
Average
15.1 instruments
Most Consistent Holdings
Top 5
CAT100%
MU100%
MSFT99.92%
INTC69.79%
0992.HK55.3%
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) | 18.11% | 31.54% | 100% | - |
| Microsoft (MSFT) | 6.88% | 5.76% | 99.92% | - |
| Intel (INTC) | 6.26% | 5.82% | 69.79% | - |
 Bitcoin (BTC) | 5.37% | 0% | 42.26% | 11/30/2023 |
 BYD (01211.HK) | 4.86% | 17.22% | 24.56% | - |
 iShares Core S&P 500 ETF (IVV) | 4.55% | 16.98% | 27.46% | - |
| Micron (MU) | 3.08% | 3.47% | 100% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.46% | 10.1% | 24.03% | - |
 Cisco (CSCO) | 1.94% | 0% | 41.72% | 7/27/2023 |
 Best Buy (BBY) | 1.87% | 0% | 54.69% | 1/24/2024 |
 iShares UK Property UCITS ETF (IUKP.L) | 1.86% | 0% | 52.78% | 1/24/2024 |
 Applied Materials (AMAT) | 1.68% | 0% | 41.72% | 7/27/2023 |
 iShares Silver Trust (SLV) | 1.59% | 0% | 51.03% | 11/30/2023 |
 Cummins (CMI) | 1.58% | 0% | 55.23% | 1/24/2024 |
 SPDR Gold (GLD) | 1.5% | 0% | 27.84% | 1/23/2023 |
 Invesco QQQ (QQQ) | 1.49% | 5.81% | 25.86% | - |
 Jefferies (JEF) | 1.28% | 0% | 41.72% | 7/27/2023 |
 Amazon (AMZN) | 1.15% | 0% | 25.48% | 12/22/2022 |
 FedEx (FDX) | 1.1% | 0% | 41.72% | 7/27/2023 |
| Lenovo (0992.HK) | 0.97% | 0% | 55.3% | 1/25/2024 |
 Autodesk (ADSK) | 0.95% | 0% | 31.43% | 3/13/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.88% | 0% | 14.8% | 10/9/2023 |
 Vanguard Health Care ETF (VHT) | 0.85% | 2.66% | 27.46% | - |
 Salesforce (CRM) | 0.77% | 0% | 24.56% | 12/8/2022 |
 UPS (UPS) | 0.74% | 0% | 23.8% | 1/24/2024 |
 Starbucks (SBUX) | 0.6% | 0% | 27.31% | 1/23/2023 |
 GM (GM) | 0.6% | 0% | 30.97% | 3/6/2023 |
 Zijin Mining (2899.HK) | 0.56% | 0% | 30.97% | 3/6/2023 |
 Lowe's (LOW) | 0.51% | 0% | 9% | 7/27/2023 |
 Crowdstrike (CRWD) | 0.49% | 0% | 23.95% | 11/28/2022 |
 Nio (NIO) | 0.42% | 0% | 31.43% | 3/13/2023 |
 Skyworks (SWKS) | 0.27% | 0% | 19.91% | 9/30/2022 |
 Logitech (LOGN.ZU) | 0.22% | 0% | 13.73% | 6/30/2022 |
 CRISPR Therapeutics (CRSP) | 0.22% | 0% | 31.43% | 3/13/2023 |
 Crocs (CROX) | 0.22% | 0% | 9.53% | 5/6/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.22% | 0% | 2.06% | 3/21/2023 |
 Cardano (ADA) | 0.22% | 0% | 31.43% | 3/13/2023 |
 Uber (UBER) | 0.2% | 0% | 9.92% | 5/11/2022 |
 DIDI (DIDIY) | 0.17% | 0% | 30.97% | 3/6/2023 |
 Samsung (SMSN.L) | 0.17% | 0% | 19.45% | 9/22/2022 |
 Peloton (PTON) | 0.17% | 0% | 5.11% | 5/10/2022 |
 Oil (Non Expiry) (OIL) | 0.15% | 0% | 1.91% | 10/28/2024 |
 RealReal (REAL) | 0.14% | 0% | 8.09% | 5/6/2022 |
 Moderna (MRNA) | 0.12% | 0% | 12.43% | 6/13/2022 |
 Okta (OKTA) | 0.11% | 0% | 8.92% | 4/28/2022 |
 PayPal (PYPL) | 0.09% | 0% | 4.04% | 2/22/2022 |
 3D Systems (DDD) | 0.07% | 0% | 5.49% | 3/14/2022 |
 Pfizer (PFE) | 0.07% | 0% | 5.11% | 3/9/2022 |
 Xiaomi (1810.HK) | 0.06% | 0% | 4.81% | 3/4/2022 |
 Roku (ROKU) | 0.01% | 0% | 1.07% | 1/14/2022 |
 Palantir (PLTR) | 0.01% | 0% | 1.83% | 1/24/2022 |
 Vitesse Energy (VTS) | 0% | 0% | 0.46% | 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% |