Portfolio Diversification
Range
Most Diversified
36 instruments
January 8, 2022
Least Diversified
4 instruments
January 26, 2024
Average
14.6 instruments
Most Consistent Holdings
Top 5
CAT100%
MU100%
MSFT99.93%
INTC71.97%
0992.HK51.31%
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) | 19.3% | 37.09% | 100% | - |
| Microsoft (MSFT) | 6.75% | 4.52% | 99.93% | - |
| Intel (INTC) | 6.34% | 7.44% | 71.97% | - |
 BYD (01211.HK) | 5.59% | 13.27% | 30.01% | - |
 iShares Core S&P 500 ETF (IVV) | 5.34% | 14.97% | 32.7% | - |
 Bitcoin (BTC) | 4.98% | 0% | 39.21% | 11/30/2023 |
| Micron (MU) | 3.22% | 5.56% | 100% | - |
 Vanguard S&P 500 Value ETF (VOOV) | 2.93% | 8.89% | 29.51% | - |
 Cisco (CSCO) | 1.8% | 0% | 38.71% | 7/27/2023 |
 Invesco QQQ (QQQ) | 1.77% | 5.17% | 31.21% | - |
 Best Buy (BBY) | 1.74% | 0% | 50.74% | 1/24/2024 |
 iShares UK Property UCITS ETF (IUKP.L) | 1.72% | 0% | 48.97% | 1/24/2024 |
 Applied Materials (AMAT) | 1.56% | 0% | 38.71% | 7/27/2023 |
 iShares Silver Trust (SLV) | 1.47% | 0% | 47.35% | 11/30/2023 |
 Cummins (CMI) | 1.47% | 0% | 51.24% | 1/24/2024 |
 SPDR Gold (GLD) | 1.39% | 0% | 25.83% | 1/23/2023 |
 Jefferies (JEF) | 1.19% | 0% | 38.71% | 7/27/2023 |
 Amazon (AMZN) | 1.07% | 0% | 23.64% | 12/22/2022 |
 FedEx (FDX) | 1.02% | 0% | 38.71% | 7/27/2023 |
| Lenovo (0992.HK) | 0.9% | 0% | 51.31% | 1/25/2024 |
 Autodesk (ADSK) | 0.88% | 0% | 29.16% | 3/13/2023 |
 Vanguard Health Care ETF (VHT) | 0.87% | 0% | 28.87% | 10/23/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.81% | 0% | 13.73% | 10/9/2023 |
 Salesforce (CRM) | 0.72% | 0% | 22.79% | 12/8/2022 |
 UPS (UPS) | 0.68% | 0% | 22.08% | 1/24/2024 |
 Starbucks (SBUX) | 0.56% | 0% | 25.34% | 1/23/2023 |
 GM (GM) | 0.56% | 0% | 28.73% | 3/6/2023 |
 Zijin Mining (2899.HK) | 0.52% | 0% | 28.73% | 3/6/2023 |
 Lowe's (LOW) | 0.47% | 0% | 8.35% | 7/27/2023 |
 Crowdstrike (CRWD) | 0.45% | 0% | 22.22% | 11/28/2022 |
 Nio (NIO) | 0.39% | 0% | 29.16% | 3/13/2023 |
 Skyworks (SWKS) | 0.25% | 0% | 18.47% | 9/30/2022 |
 Logitech (LOGN.ZU) | 0.21% | 0% | 12.74% | 6/30/2022 |
 CRISPR Therapeutics (CRSP) | 0.2% | 0% | 29.16% | 3/13/2023 |
 Crocs (CROX) | 0.2% | 0% | 8.85% | 5/6/2022 |
 VIX Sep 23 Future (VIX.SEP) | 0.2% | 0% | 1.91% | 3/21/2023 |
 Cardano (ADA) | 0.2% | 0% | 29.16% | 3/13/2023 |
 Uber (UBER) | 0.19% | 0% | 9.2% | 5/11/2022 |
 DIDI (DIDIY) | 0.16% | 0% | 28.73% | 3/6/2023 |
 Samsung (SMSN.L) | 0.16% | 0% | 18.05% | 9/22/2022 |
 Peloton (PTON) | 0.15% | 0% | 4.74% | 5/10/2022 |
 Oil (Non Expiry) (OIL) | 0.14% | 0% | 1.77% | 10/28/2024 |
 RealReal (REAL) | 0.13% | 0% | 7.5% | 5/6/2022 |
 Moderna (MRNA) | 0.12% | 0% | 11.54% | 6/13/2022 |
 Okta (OKTA) | 0.1% | 0% | 8.28% | 4/28/2022 |
 PayPal (PYPL) | 0.09% | 0% | 3.75% | 2/22/2022 |
 3D Systems (DDD) | 0.06% | 0% | 5.1% | 3/14/2022 |
 Pfizer (PFE) | 0.06% | 0% | 4.74% | 3/9/2022 |
 Xiaomi (1810.HK) | 0.06% | 0% | 4.46% | 3/4/2022 |
 Roku (ROKU) | 0.01% | 0% | 0.99% | 1/14/2022 |
 Palantir (PLTR) | 0.01% | 0% | 1.7% | 1/24/2022 |
 Vitesse Energy (VTS) | 0% | 0% | 0.42% | 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% |