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Portfolio Diversification
Range
Most Diversified
29 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18.8 instruments
Most Consistent Holdings
Top 5
GOOG99.24%
AMZN99.24%
9988.HK99.24%
PLTR94.21%
2318.HK89.74%
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) | 13.14% | 24.83% | 99.24% | - |
| Palantir (PLTR) | 7.07% | 11.88% | 94.21% | - |
| Alibaba (9988.HK) | 6.77% | 5.55% | 99.24% | - |
| Ping An (2318.HK) | 5.83% | 0% | 89.74% | 1/5/2026 |
 Apple (AAPL) | 5.81% | 0% | 76.97% | 6/10/2025 |
| Amazon (AMZN) | 5.48% | 8.65% | 99.24% | - |
 Visa (V) | 4.02% | 0% | 67.4% | 1/8/2025 |
 Tesla (TSLA) | 3.87% | 6.98% | 87.79% | - |
 Adobe (ADBE) | 3.33% | 0% | 66.14% | 12/19/2024 |
 Tencent (0700.HK) | 2.83% | 0% | 70.04% | 2/20/2025 |
 Sino Bio (01177.HK) | 2.4% | 0% | 79.61% | 7/22/2025 |
 AMD (AMD) | 2.31% | 0% | 34.36% | 7/26/2023 |
 Intuitive Surgical (ISRG) | 2.07% | 2.31% | 86.15% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.06% | 1.87% | 72.88% | - |
 Lemonade (LMND) | 1.79% | 7.22% | 28.82% | - |
 Disney (DIS) | 1.45% | 0% | 49.09% | 3/21/2024 |
 Berkshire Hathaway (BRK.B) | 1.26% | 0% | 38.96% | 10/11/2023 |
 Johnson & Johnson (JNJ) | 1.01% | 0% | 23.41% | 1/31/2023 |
 Meta (META) | 0.92% | 0.57% | 32.28% | - |
 Ethereum (ETH) | 0.91% | 2.26% | 23.16% | - |
 Verizon (VZ) | 0.85% | 0% | 60.48% | 9/19/2024 |
 NVIDIA (NVDA) | 0.75% | 0% | 34.36% | 7/26/2023 |
 PayPal (PYPL) | 0.73% | 0% | 65.76% | 12/13/2024 |
 MicroStrategy (MSTR) | 0.66% | 0% | 30.33% | 6/1/2026 |
 Boeing (BA) | 0.62% | 0% | 34.36% | 7/26/2023 |
 Bank of China (3988.HK) | 0.53% | 0% | 28.13% | 4/24/2023 |
 Xiaomi (1810.HK) | 0.52% | 0% | 52.99% | 5/22/2024 |
 McDonald's (MCD) | 0.52% | 0% | 37.82% | 12/5/2023 |
 Mastercard (MA) | 0.49% | 0% | 27.38% | 4/5/2023 |
 Fortinet (FTNT) | 0.37% | 0% | 15.36% | 9/22/2025 |
 Procter & Gamble (PG) | 0.35% | 0% | 19.38% | 4/27/2026 |
 Bank of America (BAC) | 0.27% | 0% | 10.45% | 8/29/2023 |
 Copart (CPRT) | 0.19% | 0% | 16.05% | 5/22/2026 |
 Broadcom (AVGO) | 0.19% | 2.54% | 8.43% | - |
 Coinbase (COIN) | 0.17% | 0% | 9.38% | 11/20/2025 |
 Estee Lauder (EL) | 0.16% | 0% | 12.15% | 3/13/2024 |
 Tempus AI Inc (TEM.US) | 0.15% | 1.55% | 12.4% | - |
 Lululemon (LULU) | 0.13% | 0% | 6.61% | 10/22/2024 |
 Novo-Nordisk (NVO) | 0.12% | 0% | 6.04% | 1/9/2026 |
 3M (MMM) | 0.12% | 0% | 36.44% | 8/29/2023 |
 Celsius (CELH) | 0.09% | 0% | 3.78% | 2/26/2025 |
 ASML (ASML) | 0.08% | 0% | 5.16% | 9/5/2025 |
 Trip.com (TCOM.CH) | 0.07% | 0% | 3.15% | 7/30/2025 |
 Powell Industries (POWL) | 0.06% | 0% | 3.84% | 3/9/2026 |
 Lockheed Martin (LMT) | 0.06% | 0% | 4.28% | 3/10/2022 |
 Microsoft (MSFT) | 0.04% | 0% | 3.02% | 3/7/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.04% | 0% | 4.34% | 7/26/2023 |
 UnitedHealth (UNH) | 0.03% | 0% | 3.08% | 8/27/2025 |
 Wuxi Biologics (02269.HK) | 0.01% | 0% | 1.51% | 1/24/2022 |
 Solana (SOL) | 0.01% | 0% | 2.27% | 3/25/2022 |
 FedEx (FDX) | 0.01% | 0% | 0.38% | 1/6/2022 |
 Schneider Electric (SU.PA) | 0.01% | 0% | 0.82% | 6/4/2026 |
 Cardano (ADA) | 0% | 0% | 1.07% | 7/27/2025 |
 Duolingo (DUOL) | 0% | 0% | 0.82% | 9/25/2025 |
 Meituan (03690.HK) | 0% | 0% | 1.57% | 4/24/2023 |
 Robinhood Markets Inc. (HOOD) | 0% | 0% | 0.19% | 3/12/2026 |
 Litecoin (LTC) | 0% | 0% | 0.31% | 4/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 10.49% | 20.31% |
| Palantir (PLTR) | 1.23% | 15.12% |
| Lemonade (LMND) | 5.74% | 8.41% |
| Tesla (TSLA) | 5.74% | 7.47% |
| Alibaba (9988.HK) | 13.86% | 6.31% |
| Amazon (AMZN) | 6.15% | 6.15% |
| Ping An (2318.HK) | 9.16% | 5.72% |
| Ethereum (ETH) | 5.53% | 3.85% |
| Intuitive Surgical (ISRG) | 1.23% | 2.25% |
| Novo-Nordisk (NVO) | 3.61% | 2.11% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.28% | 1.8% |
| Copart (CPRT) | 2.21% | 1.16% |
| Tempus AI Inc (TEM.US) | 2.09% | 1.15% |
| MicroStrategy (MSTR) | 3.36% | 1.02% |
| Procter & Gamble (PG) | 0.25% | 0.16% |
Cash & Instruments Over Time
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