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Portfolio Diversification
Range
Most Diversified
37 instruments
April 27, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.6 instruments
Most Consistent Holdings
Top 5
AAPL99.67%
GOOG99.67%
MSFT99.67%
BRK.B99.67%
BIDU99.67%
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) | 15.87% | 17.9% | 99.6% | - |
| Alphabet (GOOG) | 8.8% | 15.01% | 99.67% | - |
 Meta (META) | 7.92% | 4.06% | 99.47% | - |
 Tencent (0700.HK) | 7.35% | 11.31% | 99.67% | - |
 Vanguard S&P 500 ETF (VOO) | 6.14% | 6.59% | 99.6% | - |
| Microsoft (MSFT) | 5.4% | 8.73% | 99.67% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 5.04% | 13.3% | 71.81% | - |
| Apple (AAPL) | 4.58% | 1.4% | 99.67% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 3.92% | 0% | 36.41% | 8/26/2024 |
| Berkshire Hathaway (BRK.B) | 3.32% | 3.17% | 99.67% | - |
 iShares MSCI India ETF (INDA) | 3.25% | 2.82% | 99.67% | - |
 Alibaba (BABA) | 2.93% | 2.04% | 99.6% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.8% | 2.28% | 99.4% | - |
 Alibaba (9988.HK) | 2.72% | 2.16% | 99.6% | - |
 TSMC (TSM) | 1.96% | 2.91% | 99.67% | - |
 Amazon (AMZN) | 1.65% | 0% | 68.6% | 11/25/2024 |
| Baidu (BIDU) | 1.47% | 1.63% | 99.67% | - |
 Bank of America (BAC) | 1.17% | 0% | 41.35% | 8/28/2024 |
 Qifu Technology (QFIN) | 1.09% | 0.57% | 99.6% | - |
 Vanguard Total Stock Market ETF (VTI) | 1.07% | 0% | 31.06% | 5/10/2023 |
 iShares Russell Mid-Cap Value ETF (IWS) | 1.06% | 0.84% | 99.4% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 1% | 0.75% | 99.27% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 0.82% | 0% | 18.9% | 10/24/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.76% | 0% | 24.65% | 8/26/2024 |
 Vipshop (VIPS) | 0.74% | 0% | 62.59% | 8/26/2024 |
 JD.com (JD.US) | 0.74% | 1.13% | 42.95% | - |
 Accenture (ACN) | 0.62% | 0% | 53.57% | 4/16/2024 |
 China Everbright Environment (00257.HK) | 0.41% | 0% | 61.79% | 8/14/2024 |
 iShares Core S&P US Value (IUSV) | 0.4% | 0% | 37.74% | 8/18/2023 |
 KLA (KLAC) | 0.32% | 0% | 62.39% | 8/27/2024 |
 NVIDIA (NVDA) | 0.29% | 0% | 52.24% | 8/22/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.29% | 0% | 29.26% | 4/12/2023 |
 Xinyi Solar (0968.HK) | 0.26% | 0% | 61.79% | 8/14/2024 |
 Weichai (2338.HK) | 0.25% | 0% | 61.79% | 8/14/2024 |
 Ferrexpo (FXPO.L) | 0.23% | 0% | 35.2% | 7/7/2023 |
 JD (9618.HK) | 0.21% | 0.09% | 99.27% | - |
 Intel (INTC) | 0.18% | 0% | 29.53% | 4/12/2023 |
 Meituan (03690.HK) | 0.17% | 0% | 61.46% | 8/14/2024 |
 iShares TIPS Bond ETF (TIP) | 0.16% | 0% | 60.05% | 8/13/2024 |
 Nintendo (NTDOY) | 0.13% | 0% | 53.51% | 5/24/2024 |
 Kirkland Lake Gold Ltd (KL) | 0.07% | 0% | 2.74% | 2/10/2022 |
 Agnico Eagle (AEM) | 0.04% | 0% | 1.47% | 3/4/2022 |
 AMD (AMD) | 0.03% | 0% | 6.88% | 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% |
| SPDR Dow Jones Industrial Average ETF Trust (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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