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Portfolio Diversification
Range
Most Diversified
36 instruments
January 8, 2022
Least Diversified
0 instruments
April 4, 2026
Average
12.7 instruments
Most Consistent Holdings
Top 5
CAT92.4%
MSFT91.82%
MU90.5%
INTC69.14%
0992.HK41.74%
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) | 19.92% | 0% | 92.4% | 6/30/2026 |
| Intel (INTC) | 6.23% | 0% | 69.14% | 6/21/2026 |
| Microsoft (MSFT) | 5.84% | 0% | 91.82% | 6/21/2026 |
 BYD (01211.HK) | 5.73% | 0% | 35.18% | 6/30/2026 |
 iShares Core S&P 500 ETF (IVV) | 5.71% | 0% | 37.65% | 6/30/2026 |
 Bitcoin (BTC) | 4.05% | 0% | 31.89% | 11/30/2023 |
| Micron (MU) | 3.4% | 0% | 90.5% | 5/27/2026 |
 Vanguard S&P 500 Value ETF (VOOV) | 3.19% | 0% | 35.06% | 6/30/2026 |
 Invesco QQQ (QQQ) | 1.91% | 0% | 35.98% | 6/21/2026 |
 Cisco (CSCO) | 1.46% | 0% | 31.49% | 7/27/2023 |
 Best Buy (BBY) | 1.41% | 0% | 41.28% | 1/24/2024 |
 iShares UK Property UCITS ETF (IUKP.L) | 1.4% | 0% | 39.84% | 1/24/2024 |
 Applied Materials (AMAT) | 1.27% | 0% | 31.49% | 7/27/2023 |
 iShares Silver Trust (SLV) | 1.2% | 0% | 38.51% | 11/30/2023 |
 Cummins (CMI) | 1.2% | 0% | 41.68% | 1/24/2024 |
 SPDR Gold (GLD) | 1.13% | 0% | 21.01% | 1/23/2023 |
 Jefferies (JEF) | 0.97% | 0% | 31.49% | 7/27/2023 |
 Amazon (AMZN) | 0.87% | 0% | 19.23% | 12/22/2022 |
 FedEx (FDX) | 0.83% | 0% | 31.49% | 7/27/2023 |
| Lenovo (0992.HK) | 0.73% | 0% | 41.74% | 1/25/2024 |
 Autodesk (ADSK) | 0.71% | 0% | 23.72% | 3/13/2023 |
 Vanguard Health Care ETF (VHT) | 0.71% | 0% | 23.49% | 10/23/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.66% | 0% | 11.17% | 10/9/2023 |
 Salesforce (CRM) | 0.58% | 0% | 18.54% | 12/8/2022 |
 UPS (UPS) | 0.55% | 0% | 17.96% | 1/24/2024 |
 Starbucks (SBUX) | 0.45% | 0% | 20.61% | 1/23/2023 |
 GM (GM) | 0.45% | 0% | 23.37% | 3/6/2023 |
 Zijin Mining (2899.HK) | 0.42% | 0% | 23.37% | 3/6/2023 |
 Lowe's (LOW) | 0.38% | 0% | 6.79% | 7/27/2023 |
 Crowdstrike (CRWD) | 0.37% | 0% | 18.08% | 11/28/2022 |
 Nio (NIO) | 0.32% | 0% | 23.72% | 3/13/2023 |
 Skyworks (SWKS) | 0.2% | 0% | 15.03% | 9/30/2022 |
 Logitech (LOGN.ZU) | 0.17% | 0% | 10.36% | 6/30/2022 |
 CRISPR Therapeutics (CRSP) | 0.16% | 0% | 23.72% | 3/13/2023 |
 Crocs (CROX) | 0.16% | 0% | 7.2% | 5/6/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.16% | 0% | 1.55% | 3/21/2023 |
 Cardano (ADA) | 0.16% | 0% | 23.72% | 3/13/2023 |
 Uber (UBER) | 0.15% | 0% | 7.48% | 5/11/2022 |
 DIDI (DIDIY) | 0.13% | 0% | 23.37% | 3/6/2023 |
 Samsung (SMSN.L) | 0.13% | 0% | 14.68% | 9/22/2022 |
 Peloton (PTON) | 0.12% | 0% | 3.86% | 5/10/2022 |
 Oil (Non Expiry) (OIL) | 0.12% | 0% | 1.44% | 10/28/2024 |
 RealReal (REAL) | 0.11% | 0% | 6.1% | 5/6/2022 |
 Moderna (MRNA) | 0.09% | 0% | 9.38% | 6/13/2022 |
 Okta (OKTA) | 0.08% | 0% | 6.74% | 4/28/2022 |
 PayPal (PYPL) | 0.07% | 0% | 3.05% | 2/22/2022 |
 3D Systems (DDD) | 0.05% | 0% | 4.15% | 3/14/2022 |
 Pfizer (PFE) | 0.05% | 0% | 3.86% | 3/9/2022 |
 Xiaomi (1810.HK) | 0.05% | 0% | 3.63% | 3/4/2022 |
 Roku (ROKU) | 0.01% | 0% | 0.81% | 1/14/2022 |
 Palantir (PLTR) | 0.01% | 0% | 1.38% | 1/24/2022 |
 Vitesse Energy (VTS) | 0% | 0% | 0.35% | 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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