Portfolio Diversification
Range
Most Diversified
14 instruments
March 30, 2023
Least Diversified
13 instruments
January 2, 2023
Average
13.4 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
BAC100%
JPM100%
V100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Realty Income (O) | 16.41% | 12.87% | 100% | - |
| Bank of America (BAC) | 15.15% | 15.45% | 100% | - |
| Microsoft (MSFT) | 14.14% | 14.55% | 100% | - |
| JPMorgan (JPM) | 11.86% | 13.92% | 100% | - |
 BlackRock (BLK) | 10.16% | 10.4% | 100% | - |
| Apple (AAPL) | 9.72% | 8.08% | 100% | - |
| Visa (V) | 8.26% | 6.68% | 100% | - |
 Alibaba (BABA) | 4.6% | 4.57% | 100% | - |
 Block Inc. (XYZ) | 2.55% | 2.23% | 100% | - |
 NVIDIA (NVDA) | 2.31% | 8.15% | 37.92% | - |
 Tencent (0700.HK) | 1.2% | 1.27% | 100% | - |
 Warner Bros Discovery (WBD) | 0.71% | 0.64% | 100% | - |
 Activision Blizzard, Inc. (ATVI) | 0.47% | 0% | 20.37% | 7/11/2023 |
 Beyond Meat (BYND) | 0.33% | 0.12% | 100% | - |
 Meituan (03690.HK) | 0.03% | 0% | 78.55% | 3/31/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bank of America (BAC) | 14.54% | 16.08% |
| Realty Income (O) | 18.47% | 13.71% |
| Microsoft (MSFT) | 8.65% | 13.53% |
| JPMorgan (JPM) | 7.49% | 12.91% |
| BlackRock (BLK) | 8.63% | 10.96% |
| Apple (AAPL) | 7.2% | 10.71% |
| Visa (V) | 4.71% | 6.76% |
| NVIDIA (NVDA) | 5.02% | 5.75% |
| Alibaba (BABA) | 10.1% | 3.63% |
| Block Inc. (XYZ) | 7.38% | 2.73% |
| Tencent (0700.HK) | 1.43% | 1.15% |
| Warner Bros Discovery (WBD) | 2.05% | 0.6% |
| Beyond Meat (BYND) | 2.75% | 0.12% |
| Meituan (03690.HK) | 0% | 0.04% |