Portfolio Diversification
Range
Most Diversified
29 instruments
January 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
21.3 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
AMZN99.91%
2318.HK99.91%
0700.HK99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 11.34% | 0% | 99.91% | 2/1/2025 |
| Apple (AAPL) | 7.59% | 0% | 99.91% | 2/1/2025 |
 Alibaba (9988.HK) | 6.85% | 0% | 99.91% | 2/1/2025 |
| Ping An (2318.HK) | 6.82% | 0% | 99.91% | 2/1/2025 |
 Visa (V) | 5.82% | 0% | 97.72% | 1/8/2025 |
| Amazon (AMZN) | 5.11% | 0% | 99.91% | 2/1/2025 |
 Adobe (ADBE) | 4.83% | 0% | 95.89% | 12/19/2024 |
| Tencent (0700.HK) | 4.04% | 0% | 99.91% | 2/1/2025 |
 Palantir (PLTR) | 3.85% | 0% | 92.61% | 2/1/2025 |
 AMD (AMD) | 3.36% | 0% | 49.82% | 7/26/2023 |
 Sino Bio (01177.HK) | 3.09% | 0% | 99.91% | 2/1/2025 |
 Tesla (TSLA) | 2.68% | 0% | 83.3% | 2/1/2025 |
 Disney (DIS) | 2.1% | 0% | 71.17% | 3/21/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.07% | 0% | 61.68% | 2/1/2025 |
 Intuitive Surgical (ISRG) | 1.96% | 0% | 80.93% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 1.82% | 0% | 56.48% | 10/11/2023 |
 Johnson & Johnson (JNJ) | 1.46% | 0% | 33.94% | 1/31/2023 |
 Meta (META) | 1.32% | 0% | 45.26% | 6/6/2023 |
 Verizon (VZ) | 1.24% | 0% | 87.68% | 9/19/2024 |
 NVIDIA (NVDA) | 1.09% | 0% | 49.82% | 7/26/2023 |
 PayPal (PYPL) | 1.06% | 0% | 95.35% | 12/13/2024 |
 Boeing (BA) | 0.89% | 0% | 49.82% | 7/26/2023 |
 Bank of China (3988.HK) | 0.78% | 0% | 40.78% | 4/24/2023 |
 Xiaomi (1810.HK) | 0.75% | 0% | 76.82% | 5/22/2024 |
 McDonald's (MCD) | 0.75% | 0% | 54.84% | 12/5/2023 |
 Mastercard (MA) | 0.71% | 0% | 39.69% | 4/5/2023 |
 Fortinet (FTNT) | 0.53% | 0% | 20.53% | 12/19/2024 |
 Procter & Gamble (PG) | 0.46% | 0% | 20.53% | 8/17/2022 |
 Bank of America (BAC) | 0.4% | 0% | 15.15% | 8/29/2023 |
 Estee Lauder (EL) | 0.24% | 0% | 17.61% | 3/13/2024 |
 Lululemon (LULU) | 0.18% | 0% | 9.58% | 10/22/2024 |
 3M (MMM) | 0.17% | 0% | 52.83% | 8/29/2023 |
 ASML (ASML) | 0.09% | 0% | 4.01% | 2/1/2025 |
 Lockheed Martin (LMT) | 0.09% | 0% | 6.2% | 3/10/2022 |
 Celsius (CELH) | 0.08% | 0% | 3.28% | 2/1/2025 |
 Microsoft (MSFT) | 0.06% | 0% | 4.11% | 6/27/2022 |
 Ishares Russell 2000 ETF (IWM) | 0.06% | 0% | 6.3% | 7/26/2023 |
 Wuxi Biologics (02269.HK) | 0.02% | 0% | 2.19% | 1/24/2022 |
 MicroStrategy (MSTR) | 0.02% | 0% | 0.82% | 2/1/2025 |
 Solana (SOL) | 0.01% | 0% | 3.28% | 3/25/2022 |
 FedEx (FDX) | 0.01% | 0% | 0.55% | 1/6/2022 |
 Broadcom (AVGO) | 0.01% | 0% | 0.46% | 2/1/2025 |
 Cardano (ADA) | 0% | 0% | 1.19% | 1/17/2022 |
 Meituan (03690.HK) | 0% | 0% | 2.28% | 4/24/2023 |
 Ethereum (ETH) | 0% | 0% | 0.55% | 5/5/2022 |
 Litecoin (LTC) | 0% | 0% | 0.46% | 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% |