Portfolio Diversification
Range
Most Diversified
37 instruments
April 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
31.1 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
META99.91%
MSFT99.91%
BRK.B99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 PDD Holdings (PDD) | 16.11% | 18.25% | 99.91% | - |
| Meta (META) | 8.69% | 6.49% | 99.91% | - |
| Alphabet (GOOG) | 8.18% | 8.54% | 99.91% | - |
 Tencent (0700.HK) | 6.48% | 11.61% | 99.91% | - |
 Vanguard S&P 500 ETF (VOO) | 6.23% | 5.81% | 99.91% | - |
| Apple (AAPL) | 5.48% | 1.37% | 99.91% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 5.01% | 0% | 46.5% | 8/26/2024 |
| Microsoft (MSFT) | 4.45% | 10.57% | 99.91% | - |
| Berkshire Hathaway (BRK.B) | 3.35% | 4.25% | 99.91% | - |
 iShares MSCI India ETF (INDA) | 3.3% | 3.8% | 99.91% | - |
 Alibaba (BABA) | 3.1% | 2.36% | 99.91% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.97% | 2.4% | 99.57% | - |
 Alibaba (9988.HK) | 2.81% | 2.56% | 99.91% | - |
 Amazon (AMZN) | 2.11% | 0% | 87.63% | 11/25/2024 |
 The Health Care Select Sector SPDR Fund (XLV) | 2.02% | 13.47% | 64.33% | - |
 TSMC (TSM) | 1.89% | 1.62% | 99.91% | - |
 Bank of America (BAC) | 1.5% | 0% | 52.82% | 8/28/2024 |
 Baidu (BIDU) | 1.46% | 1.41% | 99.91% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.37% | 0% | 39.68% | 5/10/2023 |
 iShares Russell Mid-Cap Value ETF (IWS) | 1.13% | 0.86% | 99.57% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 1.08% | 0.74% | 99.57% | - |
 Qifu Technology (QFIN) | 1.06% | 1.77% | 99.91% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.05% | 0% | 24.15% | 10/24/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.97% | 0% | 31.48% | 8/26/2024 |
 Vipshop (VIPS) | 0.95% | 0% | 79.95% | 8/26/2024 |
 Accenture (ACN) | 0.79% | 0% | 68.43% | 4/16/2024 |
 JD.com (JD.US) | 0.58% | 1.84% | 27.56% | - |
 China Everbright Environment (00257.HK) | 0.52% | 0% | 78.92% | 8/14/2024 |
 iShares Core S&P US Value (IUSV) | 0.51% | 0% | 48.21% | 8/18/2023 |
 KLA (KLAC) | 0.41% | 0% | 79.69% | 8/27/2024 |
 NVIDIA (NVDA) | 0.38% | 0% | 66.72% | 8/22/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.36% | 0% | 37.37% | 4/12/2023 |
 Xinyi Solar (0968.HK) | 0.34% | 0% | 78.92% | 8/14/2024 |
 Weichai (2338.HK) | 0.32% | 0% | 78.92% | 8/14/2024 |
 Ferrexpo (FXPO.L) | 0.3% | 0% | 44.97% | 7/7/2023 |
 JD (9618.HK) | 0.24% | 0.14% | 99.49% | - |
 Intel (INTC) | 0.23% | 0% | 37.71% | 4/12/2023 |
 Meituan (03690.HK) | 0.21% | 0% | 78.5% | 8/14/2024 |
 iShares TIPS Bond ETF (TIP) | 0.2% | 0% | 76.71% | 8/13/2024 |
 Nintendo (NTDOY) | 0.17% | 0% | 68.34% | 5/24/2024 |
 Kirkland Lake Gold Ltd (KL) | 0.09% | 0% | 3.5% | 2/10/2022 |
 Agnico Eagle (AEM) | 0.05% | 0% | 1.88% | 3/4/2022 |
 AMD (AMD) | 0.03% | 0% | 8.79% | 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% |