Portfolio Diversification
Range
Most Diversified
33 instruments
February 21, 2024
Least Diversified
0 instruments
November 12, 2025
Average
30.9 instruments
Most Consistent Holdings
Top 5
MSFT99.91%
AMZN99.91%
KO99.91%
MCD99.91%
TSLA99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Nio (NIO) | 31.76% | 25.37% | 99.91% | - |
| Amazon (AMZN) | 7.85% | 8.16% | 99.91% | - |
 Alphabet (GOOGL) | 6.45% | 11.16% | 99.91% | - |
| Tesla (TSLA) | 5.9% | 8.34% | 99.91% | - |
 Lucid (LCID) | 4.66% | 1.24% | 99.91% | - |
| Microsoft (MSFT) | 4.34% | 6.35% | 99.91% | - |
 Palo Alto Networks (PANW) | 3.65% | 5.19% | 61.65% | - |
 NextEra (NEE) | 2.97% | 0% | 70.07% | 1/29/2025 |
 Tencent (0700.HK) | 2.91% | 3.53% | 99.91% | - |
 NIO (9866.HK) | 2.5% | 2.77% | 99.91% | - |
 BYD (01211.HK) | 2.45% | 3.08% | 99.91% | - |
 Alibaba (9988.HK) | 2.02% | 3.47% | 99.91% | - |
| McDonald's (MCD) | 1.98% | 1.71% | 99.91% | - |
 Merck (MRK) | 1.94% | 0% | 71.38% | 2/12/2025 |
 Disney (DIS) | 1.79% | 2.01% | 75.96% | - |
 Solana (SOL) | 1.58% | 1.41% | 99.91% | - |
 Bitcoin (BTC) | 1.54% | 2.27% | 99.91% | - |
| Coca-Cola (KO) | 1.47% | 1.27% | 99.91% | - |
 Ethereum (ETH) | 1.36% | 1.27% | 99.91% | - |
 NVIDIA (NVDA) | 1.35% | 2.37% | 61.74% | - |
 Nestle (NESN.ZU) | 1.05% | 0% | 38.45% | 2/23/2024 |
 Meta (META) | 1.04% | 3.08% | 29.84% | - |
 Plug Power (PLUG) | 1.03% | 0.4% | 99.91% | - |
 ARK Innovation ETF (ARKK) | 0.88% | 1.09% | 99.91% | - |
 Berkshire Hathaway (BRK.B) | 0.82% | 1.13% | 63.42% | - |
 PepsiCo (PEP) | 0.8% | 0% | 38.26% | 2/21/2024 |
 Apple (AAPL) | 0.77% | 1.26% | 63.42% | - |
 ARK Genomic Revolution ETF (ARKG) | 0.64% | 0.56% | 99.91% | - |
 Walgreens (WBA) | 0.41% | 0% | 90.18% | 9/1/2025 |
 Polygon Ecosystem (ex Matic) (POL) | 0.41% | 0.06% | 99.91% | - |
 TRON (TRX) | 0.36% | 0.5% | 99.91% | - |
 Niu (NIU) | 0.28% | 0.25% | 99.91% | - |
 Cardano (ADA) | 0.27% | 0.16% | 99.91% | - |
 Polkadot (DOT) | 0.19% | 0.05% | 99.91% | - |
 Meituan (03690.HK) | 0.08% | 0.06% | 91.96% | - |
 Nike (NKE) | 0.05% | 0% | 6.55% | 9/10/2025 |
 MercadoLibre (MELI) | 0.04% | 0.36% | 14.97% | - |
 Velodyne Lidar Inc. (VLDR) | 0% | 0% | 4.12% | 2/15/2023 |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Nio (NIO) | 54.34% | 21.55% |
| Amazon (AMZN) | 2.71% | 9.74% |
| Tesla (TSLA) | 1.72% | 9.03% |
| Alphabet (GOOGL) | 2.19% | 7.25% |
| Microsoft (MSFT) | 2.23% | 6.09% |
| Palo Alto Networks (PANW) | 2.17% | 6.06% |
| NextEra (NEE) | 2.04% | 3.98% |
| Lucid (LCID) | 11.06% | 3.35% |
| Tencent (0700.HK) | 1.01% | 2.98% |
| NIO (9866.HK) | 2.43% | 2.96% |
| BYD (01211.HK) | 1.01% | 2.66% |
| Solana (SOL) | 0.99% | 2.5% |
| Disney (DIS) | 0.87% | 2.47% |
| NVIDIA (NVDA) | 0.54% | 2.24% |
| Merck (MRK) | 0.86% | 2.21% |
| McDonald's (MCD) | 0.78% | 1.93% |
| Bitcoin (BTC) | 0.42% | 1.76% |
| Ethereum (ETH) | 0.79% | 1.69% |
| Apple (AAPL) | 0.49% | 1.39% |
| Coca-Cola (KO) | 0.64% | 1.38% |
| Berkshire Hathaway (BRK.B) | 0.52% | 1.26% |
| Alibaba (9988.HK) | 0.57% | 1.17% |
| ARK Innovation ETF (ARKK) | 1.05% | 0.95% |
| TRON (TRX) | 0.07% | 0.56% |
| ARK Genomic Revolution ETF (ARKG) | 1.05% | 0.54% |
| Plug Power (PLUG) | 4.19% | 0.45% |
| Cardano (ADA) | 0.31% | 0.42% |
| Polygon Ecosystem (ex Matic) (POL) | 0.57% | 0.3% |
| Polkadot (DOT) | 0.46% | 0.23% |
| Walgreens (WBA) | 0.53% | 0.21% |
| Niu (NIU) | 1.19% | 0.17% |
| Meituan (03690.HK) | 0% | 0.11% |