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Portfolio Diversification
Range
Most Diversified
36 instruments
January 8, 2022
Least Diversified
0 instruments
April 4, 2026
Average
14 instruments
Most Consistent Holdings
Top 5
CAT99.87%
MU99.87%
MSFT99.74%
INTC74.16%
0992.HK47.08%
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) | 20.83% | 27.12% | 99.87% | - |
| Microsoft (MSFT) | 6.48% | 1.74% | 99.74% | - |
| Intel (INTC) | 6.48% | 4.37% | 74.16% | - |
 BYD (01211.HK) | 6.1% | 0% | 35.45% | 4/21/2026 |
 iShares Core S&P 500 ETF (IVV) | 5.98% | 4.19% | 38.12% | - |
 Bitcoin (BTC) | 4.57% | 0% | 35.97% | 11/30/2023 |
| Micron (MU) | 3.6% | 8.39% | 99.87% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 3.33% | 0.47% | 35.19% | - |
 Invesco QQQ (QQQ) | 2% | 4.32% | 36.75% | - |
 Cisco (CSCO) | 1.65% | 0% | 35.52% | 7/27/2023 |
 Best Buy (BBY) | 1.59% | 0% | 46.56% | 1/24/2024 |
 iShares UK Property UCITS ETF (IUKP.L) | 1.58% | 0% | 44.94% | 1/24/2024 |
 Applied Materials (AMAT) | 1.43% | 0% | 35.52% | 7/27/2023 |
 iShares Silver Trust (SLV) | 1.35% | 0% | 43.44% | 11/30/2023 |
 Cummins (CMI) | 1.35% | 0% | 47.01% | 1/24/2024 |
 SPDR Gold (GLD) | 1.27% | 0% | 23.7% | 1/23/2023 |
 Jefferies (JEF) | 1.09% | 0% | 35.52% | 7/27/2023 |
 Amazon (AMZN) | 0.98% | 0% | 21.69% | 12/22/2022 |
 FedEx (FDX) | 0.94% | 0% | 35.52% | 7/27/2023 |
| Lenovo (0992.HK) | 0.82% | 0% | 47.08% | 1/25/2024 |
 Autodesk (ADSK) | 0.81% | 0% | 26.75% | 3/13/2023 |
 Vanguard Health Care ETF (VHT) | 0.8% | 0% | 26.49% | 10/23/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.75% | 0% | 12.6% | 10/9/2023 |
 Salesforce (CRM) | 0.66% | 0% | 20.91% | 12/8/2022 |
 UPS (UPS) | 0.63% | 0% | 20.26% | 1/24/2024 |
 Starbucks (SBUX) | 0.51% | 0% | 23.25% | 1/23/2023 |
 GM (GM) | 0.51% | 0% | 26.36% | 3/6/2023 |
 Zijin Mining (2899.HK) | 0.48% | 0% | 26.36% | 3/6/2023 |
 Lowe's (LOW) | 0.43% | 0% | 7.66% | 7/27/2023 |
 Crowdstrike (CRWD) | 0.41% | 0% | 20.39% | 11/28/2022 |
 Nio (NIO) | 0.36% | 0% | 26.75% | 3/13/2023 |
 Skyworks (SWKS) | 0.23% | 0% | 16.95% | 9/30/2022 |
 Logitech (LOGN.ZU) | 0.19% | 0% | 11.69% | 6/30/2022 |
 CRISPR Therapeutics (CRSP) | 0.19% | 0% | 26.75% | 3/13/2023 |
 Crocs (CROX) | 0.18% | 0% | 8.12% | 5/6/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.18% | 0% | 1.75% | 3/21/2023 |
 Cardano (ADA) | 0.18% | 0% | 26.75% | 3/13/2023 |
 Uber (UBER) | 0.17% | 0% | 8.44% | 5/11/2022 |
 DIDI (DIDIY) | 0.15% | 0% | 26.36% | 3/6/2023 |
 Samsung (SMSN.L) | 0.14% | 0% | 16.56% | 9/22/2022 |
 Peloton (PTON) | 0.14% | 0% | 4.35% | 5/10/2022 |
 Oil (Non Expiry) (OIL) | 0.13% | 0% | 1.62% | 10/28/2024 |
 RealReal (REAL) | 0.12% | 0% | 6.88% | 5/6/2022 |
 Moderna (MRNA) | 0.11% | 0% | 10.58% | 6/13/2022 |
 Okta (OKTA) | 0.09% | 0% | 7.6% | 4/28/2022 |
 PayPal (PYPL) | 0.08% | 0% | 3.44% | 2/22/2022 |
 3D Systems (DDD) | 0.06% | 0% | 4.68% | 3/14/2022 |
 Pfizer (PFE) | 0.06% | 0% | 4.35% | 3/9/2022 |
 Xiaomi (1810.HK) | 0.05% | 0% | 4.09% | 3/4/2022 |
 Roku (ROKU) | 0.01% | 0% | 0.91% | 1/14/2022 |
 Palantir (PLTR) | 0.01% | 0% | 1.56% | 1/24/2022 |
 Vitesse Energy (VTS) | 0% | 0% | 0.39% | 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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