Portfolio Diversification
Range
Most Diversified
29 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
19.6 instruments
Most Consistent Holdings
Top 5
GOOG99.5%
AMZN99.5%
2318.HK99.5%
9988.HK99.5%
PLTR93.8%
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 |
|---|---|---|---|---|
| Alphabet (GOOG) | 12.08% | 20.37% | 99.5% | - |
| Alibaba (9988.HK) | 6.85% | 6.65% | 99.5% | - |
 Apple (AAPL) | 6.57% | 0% | 87.11% | 6/10/2025 |
| Ping An (2318.HK) | 6.49% | 5.15% | 99.5% | - |
| Palantir (PLTR) | 6.3% | 15.11% | 93.8% | - |
| Amazon (AMZN) | 5.31% | 5.98% | 99.5% | - |
 Visa (V) | 4.54% | 0% | 76.28% | 1/8/2025 |
 Adobe (ADBE) | 3.77% | 0% | 74.86% | 12/19/2024 |
 Tesla (TSLA) | 3.48% | 7.38% | 86.54% | - |
 Tencent (0700.HK) | 3.21% | 0% | 79.27% | 2/20/2025 |
 Sino Bio (01177.HK) | 2.72% | 0% | 90.1% | 7/22/2025 |
 AMD (AMD) | 2.62% | 0% | 38.89% | 7/26/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.1% | 1.78% | 69.66% | - |
 Intuitive Surgical (ISRG) | 2.07% | 2.23% | 84.69% | - |
 Disney (DIS) | 1.64% | 0% | 55.56% | 3/21/2024 |
 Berkshire Hathaway (BRK.B) | 1.42% | 0% | 44.09% | 10/11/2023 |
 Johnson & Johnson (JNJ) | 1.14% | 0% | 26.5% | 1/31/2023 |
 Meta (META) | 1.03% | 0% | 35.33% | 6/6/2023 |
 Lemonade (LMND) | 0.98% | 9.09% | 19.8% | - |
 Verizon (VZ) | 0.97% | 0% | 68.45% | 9/19/2024 |
 NVIDIA (NVDA) | 0.85% | 0% | 38.89% | 7/26/2023 |
 PayPal (PYPL) | 0.83% | 0% | 74.43% | 12/13/2024 |
 Boeing (BA) | 0.7% | 0% | 38.89% | 7/26/2023 |
 Ethereum (ETH) | 0.63% | 3.85% | 13.39% | - |
 MicroStrategy (MSTR) | 0.63% | 1.17% | 22.15% | - |
 Bank of China (3988.HK) | 0.61% | 0% | 31.84% | 4/24/2023 |
 Xiaomi (1810.HK) | 0.59% | 0% | 59.97% | 5/22/2024 |
 McDonald's (MCD) | 0.58% | 0% | 42.81% | 12/5/2023 |
 Mastercard (MA) | 0.55% | 0% | 30.98% | 4/5/2023 |
 Fortinet (FTNT) | 0.42% | 0% | 17.38% | 9/22/2025 |
 Procter & Gamble (PG) | 0.36% | 0% | 16.03% | 8/17/2022 |
 Bank of America (BAC) | 0.31% | 0% | 11.82% | 8/29/2023 |
 Coinbase (COIN) | 0.19% | 0% | 10.61% | 11/20/2025 |
 Broadcom (AVGO) | 0.19% | 0% | 7.62% | 5/15/2025 |
 Estee Lauder (EL) | 0.19% | 0% | 13.75% | 3/13/2024 |
 Lululemon (LULU) | 0.14% | 0% | 7.48% | 10/22/2024 |
 3M (MMM) | 0.13% | 0% | 41.24% | 8/29/2023 |
 Celsius (CELH) | 0.1% | 0% | 4.27% | 2/26/2025 |
 ASML (ASML) | 0.09% | 0% | 5.84% | 9/5/2025 |
 Copart (CPRT) | 0.09% | 1.12% | 6.7% | - |
 Novo-Nordisk (NVO) | 0.09% | 1.95% | 4.49% | - |
 Trip.com (TCOM.CH) | 0.08% | 0% | 3.56% | 7/30/2025 |
 Lockheed Martin (LMT) | 0.07% | 0% | 4.84% | 3/10/2022 |
 Microsoft (MSFT) | 0.05% | 0% | 3.42% | 3/7/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.04% | 0% | 4.91% | 7/26/2023 |
 UnitedHealth (UNH) | 0.03% | 0% | 3.49% | 8/27/2025 |
 Wuxi Biologics (02269.HK) | 0.01% | 0% | 1.71% | 1/24/2022 |
 Solana (SOL) | 0.01% | 0% | 2.56% | 3/25/2022 |
 FedEx (FDX) | 0.01% | 0% | 0.43% | 1/6/2022 |
 Tempus AI Inc (TEM.US) | 0.01% | 0.74% | 1.21% | - |
 Cardano (ADA) | 0% | 0% | 1.21% | 7/27/2025 |
 Duolingo (DUOL) | 0% | 0% | 0.93% | 9/25/2025 |
 Meituan (03690.HK) | 0% | 0% | 1.78% | 4/24/2023 |
 Litecoin (LTC) | 0% | 0% | 0.36% | 4/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 8.13% | 13.95% |
| Palantir (PLTR) | 1.91% | 11.46% |
| Apple (AAPL) | 3.07% | 8.52% |
| Amazon (AMZN) | 5.26% | 6.81% |
| Visa (V) | 4.53% | 6.14% |
| Tesla (TSLA) | 2.87% | 6.02% |
| Ping An (2318.HK) | 10.68% | 5.76% |
| Alibaba (9988.HK) | 16.17% | 5.22% |
| Tencent (0700.HK) | 5.74% | 4.06% |
| Intuitive Surgical (ISRG) | 1.43% | 2.95% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.82% | 2.57% |
| ASML (ASML) | 2.96% | 2.32% |
| Celsius (CELH) | 2.68% | 2.13% |
| Sino Bio (01177.HK) | 5.74% | 2.12% |