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Portfolio Diversification
Range
Most Diversified
29 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
19.3 instruments
Most Consistent Holdings
Top 5
GOOG99.53%
AMZN99.53%
9988.HK99.53%
2318.HK95.13%
PLTR94.2%
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) | 12.62% | 20.68% | 99.53% | - |
| Alibaba (9988.HK) | 6.84% | 5.25% | 99.53% | - |
| Palantir (PLTR) | 6.78% | 13.71% | 94.2% | - |
| Ping An (2318.HK) | 6.18% | 0% | 95.13% | 1/5/2026 |
 Apple (AAPL) | 6.16% | 0% | 81.59% | 6/10/2025 |
| Amazon (AMZN) | 5.36% | 6.04% | 99.53% | - |
 Visa (V) | 4.26% | 0% | 71.45% | 1/8/2025 |
 Tesla (TSLA) | 3.72% | 7.24% | 87.39% | - |
 Adobe (ADBE) | 3.53% | 0% | 70.11% | 12/19/2024 |
 Tencent (0700.HK) | 3% | 0% | 74.25% | 2/20/2025 |
 Sino Bio (01177.HK) | 2.55% | 0% | 84.39% | 7/22/2025 |
 AMD (AMD) | 2.45% | 0% | 36.42% | 7/26/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.08% | 1.44% | 71.58% | - |
 Intuitive Surgical (ISRG) | 2.07% | 2.1% | 85.66% | - |
 Disney (DIS) | 1.54% | 0% | 52.03% | 3/21/2024 |
 Lemonade (LMND) | 1.47% | 6.89% | 24.88% | - |
 Berkshire Hathaway (BRK.B) | 1.33% | 0% | 41.29% | 10/11/2023 |
 Johnson & Johnson (JNJ) | 1.07% | 0% | 24.82% | 1/31/2023 |
 Meta (META) | 0.96% | 0% | 33.09% | 6/6/2023 |
 Verizon (VZ) | 0.91% | 0% | 64.11% | 9/19/2024 |
 Ethereum (ETH) | 0.8% | 2.87% | 18.88% | - |
 NVIDIA (NVDA) | 0.79% | 0% | 36.42% | 7/26/2023 |
 PayPal (PYPL) | 0.77% | 0% | 69.71% | 12/13/2024 |
 Boeing (BA) | 0.65% | 0% | 36.42% | 7/26/2023 |
 MicroStrategy (MSTR) | 0.65% | 0.98% | 27.08% | - |
 Bank of China (3988.HK) | 0.57% | 0% | 29.82% | 4/24/2023 |
 Xiaomi (1810.HK) | 0.55% | 0% | 56.17% | 5/22/2024 |
 McDonald's (MCD) | 0.55% | 0% | 40.09% | 12/5/2023 |
 Mastercard (MA) | 0.52% | 0% | 29.02% | 4/5/2023 |
 Fortinet (FTNT) | 0.4% | 0% | 16.28% | 9/22/2025 |
 Procter & Gamble (PG) | 0.37% | 0% | 20.21% | 3/3/2026 |
 Bank of America (BAC) | 0.29% | 0% | 11.07% | 8/29/2023 |
 Coinbase (COIN) | 0.18% | 0% | 9.94% | 11/20/2025 |
 Broadcom (AVGO) | 0.18% | 0% | 7.14% | 5/15/2025 |
 Estee Lauder (EL) | 0.17% | 0% | 12.88% | 3/13/2024 |
 Copart (CPRT) | 0.15% | 1% | 12.61% | - |
 Lululemon (LULU) | 0.13% | 0% | 7% | 10/22/2024 |
 Novo-Nordisk (NVO) | 0.12% | 0% | 6.4% | 1/9/2026 |
 3M (MMM) | 0.12% | 0% | 38.63% | 8/29/2023 |
 Celsius (CELH) | 0.1% | 0% | 4% | 2/26/2025 |
 ASML (ASML) | 0.09% | 0% | 5.47% | 9/5/2025 |
 Tempus AI Inc (TEM.US) | 0.08% | 1.09% | 7.47% | - |
 Trip.com (TCOM.CH) | 0.08% | 0% | 3.34% | 7/30/2025 |
 Powell Industries (POWL) | 0.07% | 0% | 4.07% | 3/9/2026 |
 Lockheed Martin (LMT) | 0.07% | 0% | 4.54% | 3/10/2022 |
 Microsoft (MSFT) | 0.05% | 0% | 3.2% | 3/7/2025 |
 Ishares Russell 2000 ETF (IWM) | 0.04% | 0% | 4.6% | 7/26/2023 |
 UnitedHealth (UNH) | 0.03% | 0% | 3.27% | 8/27/2025 |
 Wuxi Biologics (02269.HK) | 0.01% | 0% | 1.6% | 1/24/2022 |
 Solana (SOL) | 0.01% | 0% | 2.4% | 3/25/2022 |
 FedEx (FDX) | 0.01% | 0% | 0.4% | 1/6/2022 |
 Cardano (ADA) | 0% | 0% | 1.13% | 7/27/2025 |
 Duolingo (DUOL) | 0% | 0% | 0.87% | 9/25/2025 |
 Meituan (03690.HK) | 0% | 0% | 1.67% | 4/24/2023 |
 Robinhood Markets Inc. (HOOD) | 0% | 1.17% | 0.2% | - |
 Litecoin (LTC) | 0% | 0% | 0.33% | 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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