Portfolio Diversification
Range
Most Diversified
29 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
20.4 instruments
Most Consistent Holdings
Top 5
GOOG99.92%
AMZN99.92%
2318.HK99.92%
01177.HK99.92%
9988.HK99.92%
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) | 11.58% | 4.68% | 99.92% | - |
 Apple (AAPL) | 7.46% | 0% | 98.79% | 6/10/2025 |
| Alibaba (9988.HK) | 6.9% | 1.81% | 99.92% | - |
| Ping An (2318.HK) | 6.68% | 1.76% | 99.92% | - |
| Amazon (AMZN) | 5.25% | 3.01% | 99.92% | - |
 Palantir (PLTR) | 5.15% | 9.31% | 93.46% | - |
 Visa (V) | 5.15% | 0% | 86.51% | 1/8/2025 |
 Adobe (ADBE) | 4.28% | 0% | 84.89% | 12/19/2024 |
 Tencent (0700.HK) | 3.64% | 0% | 89.9% | 2/20/2025 |
 Tesla (TSLA) | 3.07% | 1.01% | 85.22% | - |
| Sino Bio (01177.HK) | 3.01% | 1.44% | 99.92% | - |
 AMD (AMD) | 2.97% | 0% | 44.1% | 7/26/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.12% | 0.28% | 66.07% | - |
 Intuitive Surgical (ISRG) | 2.07% | 2.59% | 83.12% | - |
 Disney (DIS) | 1.86% | 0% | 63% | 3/21/2024 |
 Berkshire Hathaway (BRK.B) | 1.61% | 0% | 50% | 10/11/2023 |
 Johnson & Johnson (JNJ) | 1.3% | 0% | 30.05% | 1/31/2023 |
 Meta (META) | 1.17% | 0% | 40.06% | 6/6/2023 |
 Verizon (VZ) | 1.1% | 0% | 77.63% | 9/19/2024 |
 NVIDIA (NVDA) | 0.96% | 0% | 44.1% | 7/26/2023 |
 PayPal (PYPL) | 0.94% | 0% | 84.41% | 12/13/2024 |
 Boeing (BA) | 0.79% | 0% | 44.1% | 7/26/2023 |
 Bank of China (3988.HK) | 0.69% | 0% | 36.11% | 4/24/2023 |
 Xiaomi (1810.HK) | 0.67% | 0% | 68.01% | 5/22/2024 |
 McDonald's (MCD) | 0.66% | 0% | 48.55% | 12/5/2023 |
 Mastercard (MA) | 0.63% | 0% | 35.14% | 4/5/2023 |
 Fortinet (FTNT) | 0.47% | 0% | 18.17% | 12/19/2024 |
 MicroStrategy (MSTR) | 0.42% | 1.29% | 12.2% | - |
 Procter & Gamble (PG) | 0.4% | 0% | 18.17% | 8/17/2022 |
 Bank of America (BAC) | 0.35% | 0% | 13.41% | 8/29/2023 |
 Lemonade (LMND) | 0.26% | 3.03% | 9.53% | - |
 Broadcom (AVGO) | 0.22% | 0% | 8.64% | 5/15/2025 |
 Estee Lauder (EL) | 0.21% | 0% | 15.59% | 3/13/2024 |
 Lululemon (LULU) | 0.16% | 0% | 8.48% | 10/22/2024 |
 3M (MMM) | 0.15% | 0% | 46.77% | 8/29/2023 |
 Celsius (CELH) | 0.12% | 0% | 4.85% | 2/26/2025 |
 ASML (ASML) | 0.08% | 0% | 3.63% | 2/3/2025 |
 Lockheed Martin (LMT) | 0.08% | 0% | 5.49% | 3/10/2022 |
 Microsoft (MSFT) | 0.06% | 0% | 3.88% | 3/7/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.05% | 0% | 5.57% | 7/26/2023 |
 Ethereum (ETH) | 0.03% | 0.45% | 2.26% | - |
 Trip.com (TCOM.CH) | 0.02% | 0.67% | 1.13% | - |
 Wuxi Biologics (02269.HK) | 0.02% | 0% | 1.94% | 1/24/2022 |
 Solana (SOL) | 0.01% | 0% | 2.91% | 3/25/2022 |
 FedEx (FDX) | 0.01% | 0% | 0.48% | 1/6/2022 |
 Coinbase (COIN) | 0.01% | 1.22% | 0.48% | - |
 Cardano (ADA) | 0% | 0% | 1.05% | 1/17/2022 |
 Meituan (03690.HK) | 0% | 0% | 2.02% | 4/24/2023 |
 Litecoin (LTC) | 0% | 0% | 0.4% | 4/28/2023 |
 UnitedHealth (UNH) | 0% | 0% | 0.16% | 6/10/2025 |
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% |