Portfolio Diversification
Range
Most Diversified
37 instruments
April 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
29.9 instruments
Most Consistent Holdings
Top 5
AAPL99.92%
GOOG99.92%
META99.92%
MSFT99.92%
BRK.B99.92%
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) | 16.17% | 16.4% | 99.92% | - |
| Meta (META) | 8.47% | 4.86% | 99.92% | - |
| Alphabet (GOOG) | 8.25% | 10.41% | 99.92% | - |
 Tencent (0700.HK) | 7.03% | 12.23% | 99.92% | - |
 Vanguard S&P 500 ETF (VOO) | 6.19% | 5.67% | 99.92% | - |
| Apple (AAPL) | 5.03% | 1.32% | 99.92% | - |
| Microsoft (MSFT) | 5.02% | 8.94% | 99.92% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 4.47% | 0% | 41.48% | 8/26/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 3.65% | 18.29% | 68.19% | - |
| Berkshire Hathaway (BRK.B) | 3.37% | 3.26% | 99.92% | - |
 iShares MSCI India ETF (INDA) | 3.31% | 3.03% | 99.92% | - |
 Alibaba (BABA) | 3.01% | 2.34% | 99.92% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.9% | 2.22% | 99.62% | - |
 Alibaba (9988.HK) | 2.76% | 2.48% | 99.92% | - |
 TSMC (TSM) | 1.9% | 2.07% | 99.92% | - |
 Amazon (AMZN) | 1.88% | 0% | 78.16% | 11/25/2024 |
 Baidu (BIDU) | 1.44% | 1.38% | 99.92% | - |
 Bank of America (BAC) | 1.33% | 0% | 47.11% | 8/28/2024 |
 Vanguard Total Stock Market ETF (VTI) | 1.22% | 0% | 35.39% | 5/10/2023 |
 Qifu Technology (QFIN) | 1.13% | 1.14% | 99.92% | - |
 iShares Russell Mid-Cap Value ETF (IWS) | 1.1% | 0.81% | 99.62% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 1.04% | 0.73% | 99.62% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.94% | 0% | 21.54% | 10/24/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.87% | 0% | 28.08% | 8/26/2024 |
 Vipshop (VIPS) | 0.84% | 0% | 71.31% | 8/26/2024 |
 Accenture (ACN) | 0.71% | 0% | 61.04% | 4/16/2024 |
 JD.com (JD.US) | 0.68% | 1.33% | 35.39% | - |
 China Everbright Environment (00257.HK) | 0.47% | 0% | 70.4% | 8/14/2024 |
 iShares Core S&P US Value (IUSV) | 0.46% | 0% | 43% | 8/18/2023 |
 KLA (KLAC) | 0.37% | 0% | 71.08% | 8/27/2024 |
 NVIDIA (NVDA) | 0.34% | 0% | 59.51% | 8/22/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.33% | 0% | 33.33% | 4/12/2023 |
 Xinyi Solar (0968.HK) | 0.3% | 0% | 70.4% | 8/14/2024 |
 Weichai (2338.HK) | 0.29% | 0% | 70.4% | 8/14/2024 |
 Ferrexpo (FXPO.L) | 0.26% | 0% | 40.11% | 7/7/2023 |
 JD (9618.HK) | 0.23% | 0.1% | 99.54% | - |
 Intel (INTC) | 0.21% | 0% | 33.64% | 4/12/2023 |
 Meituan (03690.HK) | 0.19% | 0% | 70.02% | 8/14/2024 |
 iShares TIPS Bond ETF (TIP) | 0.18% | 0% | 68.42% | 8/13/2024 |
 Nintendo (NTDOY) | 0.15% | 0% | 60.96% | 5/24/2024 |
 Kirkland Lake Gold Ltd (KL) | 0.08% | 0% | 3.12% | 2/10/2022 |
 Agnico Eagle (AEM) | 0.05% | 0% | 1.67% | 3/4/2022 |
 AMD (AMD) | 0.03% | 0% | 7.84% | 8/1/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| PDD Holdings (PDD) | 38.62% | 32.25% |
| Tencent (0700.HK) | 9.79% | 10.57% |
| Alphabet (GOOG) | 8.19% | 9.49% |
| Microsoft (MSFT) | 8.01% | 8.45% |
| Meta (META) | 2.31% | 6.88% |
| Vanguard S&P 500 ETF (VOO) | 3.69% | 4.39% |
| The Health Care Select Sector SPDR Fund (XLV) | 5.22% | 4.34% |
| Berkshire Hathaway (BRK.B) | 2.34% | 3.1% |
| iShares MSCI India ETF (INDA) | 2.67% | 2.73% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.46% | 2.59% |
| JD.com (JD.US) | 1.97% | 2.28% |
| TSMC (TSM) | 1.37% | 2.1% |
| Alibaba (9988.HK) | 3.56% | 1.94% |
| Qifu Technology (QFIN) | 0.94% | 1.91% |
| Alibaba (BABA) | 3.06% | 1.83% |
| Apple (AAPL) | 1.31% | 1.72% |
| Baidu (BIDU) | 2.18% | 1.43% |
| iShares Russell Mid-Cap Value ETF (IWS) | 0.98% | 0.94% |
| iShares Core S&P Small-Cap ETF (IJR) | 0.98% | 0.88% |
| JD (9618.HK) | 0.3% | 0.14% |