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Portfolio Diversification
Range
Most Diversified
37 instruments
April 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.1 instruments
Most Consistent Holdings
Top 5
AAPL99.5%
GOOG99.5%
MSFT99.5%
BRK.B99.5%
BIDU99.5%
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 |
|---|---|---|---|---|
 PDD Holdings (PDD) | 15.91% | 12.32% | 99.43% | - |
| Alphabet (GOOG) | 9.22% | 12.9% | 99.5% | - |
 Meta (META) | 7.69% | 3.8% | 99.31% | - |
 Tencent (0700.HK) | 7.53% | 8.44% | 99.5% | - |
 Vanguard S&P 500 ETF (VOO) | 6.17% | 6.42% | 99.43% | - |
| Microsoft (MSFT) | 5.57% | 6.38% | 99.5% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 5.45% | 12.56% | 73.2% | - |
| Apple (AAPL) | 4.4% | 1.68% | 99.5% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 3.7% | 0% | 34.36% | 8/26/2024 |
| Berkshire Hathaway (BRK.B) | 3.3% | 3.16% | 99.5% | - |
 iShares MSCI India ETF (INDA) | 3.22% | 1.86% | 99.5% | - |
 Alibaba (BABA) | 2.87% | 1.88% | 99.43% | - |
 State Street SPDR Dow Jones In (DIA.US) | 2.77% | 2.46% | 99.24% | - |
 Alibaba (9988.HK) | 2.68% | 0.24% | 99.43% | - |
 TSMC (TSM) | 2.03% | 3.5% | 99.5% | - |
 Amazon (AMZN) | 1.56% | 0% | 64.75% | 11/25/2024 |
| Baidu (BIDU) | 1.47% | 1.63% | 99.5% | - |
 Bank of America (BAC) | 1.11% | 0% | 39.03% | 8/28/2024 |
 Qifu Technology (QFIN) | 1.05% | 0.52% | 99.43% | - |
 iShares Russell Mid-Cap Value ETF (IWS) | 1.05% | 0.92% | 99.24% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.01% | 0% | 29.32% | 5/10/2023 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.98% | 0.08% | 99.12% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.78% | 0% | 17.84% | 10/24/2022 |
 JD.com (JD.US) | 0.76% | 0.6% | 45.96% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.72% | 0% | 23.27% | 8/26/2024 |
 Vipshop (VIPS) | 0.7% | 0% | 59.08% | 8/26/2024 |
 Accenture (ACN) | 0.59% | 0% | 50.57% | 4/16/2024 |
 China Everbright Environment (00257.HK) | 0.39% | 0% | 58.32% | 8/14/2024 |
 iShares Core S&P US Value (IUSV) | 0.38% | 0% | 35.62% | 8/18/2023 |
 KLA (KLAC) | 0.31% | 0% | 58.89% | 8/27/2024 |
 NVIDIA (NVDA) | 0.28% | 0% | 49.31% | 8/22/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.27% | 0% | 27.62% | 4/12/2023 |
 Xinyi Solar (0968.HK) | 0.25% | 0% | 58.32% | 8/14/2024 |
 Weichai (2338.HK) | 0.24% | 0% | 58.32% | 8/14/2024 |
 Ferrexpo (FXPO.L) | 0.22% | 0% | 33.23% | 7/7/2023 |
 JD (9618.HK) | 0.21% | 0.07% | 99.12% | - |
 Intel (INTC) | 0.17% | 0% | 27.87% | 4/12/2023 |
 Meituan (03690.HK) | 0.16% | 0% | 58.01% | 8/14/2024 |
 iShares TIPS Bond ETF (TIP) | 0.15% | 0% | 56.68% | 8/13/2024 |
 Nintendo (NTDOY) | 0.12% | 0% | 50.5% | 5/24/2024 |
 Kirkland Lake Gold Ltd (KL) | 0.06% | 0% | 2.59% | 2/10/2022 |
 Agnico Eagle (AEM) | 0.04% | 0% | 1.39% | 3/4/2022 |
 AMD (AMD) | 0.02% | 0% | 6.49% | 8/1/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 10.72% | 14.85% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 15.29% | 12.8% |
| PDD Holdings (PDD) | 14.68% | 11.93% |
| Tencent (0700.HK) | 6.47% | 8.92% |
| Microsoft (MSFT) | 8.16% | 8.2% |
| Vanguard S&P 500 ETF (VOO) | 6.22% | 6.35% |
| Meta (META) | 1.08% | 4% |
| Berkshire Hathaway (BRK.B) | 2.74% | 3.08% |
| iShares MSCI India ETF (INDA) | 3.37% | 2.93% |
| TSMC (TSM) | 1.22% | 2.42% |
| Alibaba (9988.HK) | 2.93% | 2.29% |
| State Street SPDR Dow Jones In (DIA.US) | 2.21% | 2.2% |
| Alibaba (BABA) | 2.5% | 2.16% |
| Baidu (BIDU) | 1.95% | 1.66% |
| Apple (AAPL) | 1.17% | 1.41% |
| JD.com (JD.US) | 1.41% | 1.14% |
| iShares Russell Mid-Cap Value ETF (IWS) | 0.88% | 0.77% |
| Qifu Technology (QFIN) | 0.85% | 0.72% |
| iShares Core S&P Small-Cap ETF (IJR) | 0.88% | 0.69% |
| JD (9618.HK) | 0.27% | 0.09% |
Cash & Instruments Over Time
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