Portfolio Diversification
Range
Most Diversified
49 instruments
October 25, 2022
Least Diversified
0 instruments
February 2, 2025
Average
38.9 instruments
Most Consistent Holdings
Top 5
VZ99.92%
TM99.92%
VOW3.DE99.92%
GM99.92%
00388.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 |
|---|---|---|---|---|
 Vanguard Dividend Appreciation ETF (VIG) | 4.61% | 8.07% | 80.51% | - |
 Vanguard S&P 500 ETF (VOO) | 3.57% | 4.81% | 91.65% | - |
| Toyota (TM) | 3.5% | 1.87% | 99.92% | - |
 Suncorp (SUN.ASX) | 3.24% | 7.93% | 41.69% | - |
 Wesfarmers (WES.ASX) | 3.11% | 4.75% | 80.26% | - |
 BHP (BHP.L) | 2.76% | 2.01% | 80.43% | - |
 WHSP (SOL.ASX) | 2.73% | 2.16% | 73.22% | - |
| Volkswagen (VOW3.DE) | 2.7% | 1.92% | 99.92% | - |
| Verizon (VZ) | 2.5% | 3.25% | 99.92% | - |
 Microsoft (MSFT) | 2.33% | 1.79% | 85.5% | - |
 BAE Systems (BA.L) | 2.21% | 6.39% | 51.92% | - |
 Vanguard Information Technology (VGT) | 2.15% | 4.16% | 51.76% | - |
| HKEX (00388.HK) | 2.12% | 1.45% | 99.92% | - |
 CommBank (CBA.ASX) | 1.99% | 5.15% | 76.09% | - |
 Mastercard (MA) | 1.94% | 3.63% | 57.17% | - |
 IDS (IDS.L) | 1.83% | 0% | 99.02% | 5/27/2025 |
| GM (GM) | 1.59% | 0.35% | 99.92% | - |
 Vanguard FTSE All-World ex-US (VEU) | 1.59% | 4.65% | 51.02% | - |
 Scottish Mortgage (SMT.L) | 1.57% | 0% | 71.91% | 6/28/2024 |
 Lowe's (LOW) | 1.5% | 0% | 64.21% | 3/25/2024 |
 Orsted (ORSTED.CO) | 1.4% | 0% | 47.67% | 9/1/2023 |
 Garmin (GRMN) | 1.39% | 0% | 54.55% | 11/27/2023 |
 Berkshire Hathaway (BRK.B) | 1.32% | 0% | 36.77% | 4/20/2023 |
 Ford (F) | 1.32% | 1.17% | 92.55% | - |
 Samsung (SMSN.L) | 1.3% | 0% | 57% | 12/27/2023 |
 Chewy (CHWY) | 1.27% | 0% | 79.77% | 10/2/2024 |
 Abrdn Platinum ETF Trust (PPLT) | 1.26% | 0% | 42.26% | 6/26/2023 |
 Pilbara Minerals (PLS.ASX) | 1.21% | 0.59% | 79.69% | - |
 Brickworks (BKW.ASX) | 1.2% | 0% | 41.52% | 4/29/2025 |
 QBE (QBE.ASX) | 1.15% | 4.44% | 29.89% | - |
 Cloudflare (NET) | 1.15% | 0% | 69.94% | 6/4/2024 |
 Atlassian (TEAM) | 1.04% | 0% | 71.01% | 6/17/2024 |
 American Tower (AMT) | 1.04% | 0.72% | 79.77% | - |
 Brookfield (BN.US) | 0.93% | 0% | 28.75% | 1/16/2024 |
 Raytheon (RTX) | 0.92% | 0% | 60.03% | 5/23/2024 |
 Alphabet (GOOG) | 0.83% | 0.88% | 42.59% | - |
 Datadog (DDOG) | 0.81% | 0.29% | 99.92% | - |
 Wells Fargo (WFC) | 0.76% | 0.81% | 52.99% | - |
 Macquarie (MQG.ASX) | 0.66% | 2.52% | 27.03% | - |
 NVIDIA (NVDA) | 0.63% | 0.94% | 46.85% | - |
 Invesco QQQ (QQQ) | 0.62% | 0% | 55.94% | 12/14/2023 |
 Shell (SHEL.L) | 0.6% | 0% | 40.38% | 3/26/2025 |
 Deutsche Post (DHL.DE) | 0.6% | 0% | 55.94% | 12/14/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.6% | 0% | 70.19% | 6/7/2024 |
 O'Shares US Quality Dividend ETF (OUSA) | 0.57% | 1.51% | 33.17% | - |
 Medibank (MPL.ASX) | 0.51% | 0% | 52.09% | 9/20/2024 |
 Xiaomi (1810.HK) | 0.51% | 0% | 40.62% | 6/6/2023 |
 SPDR Gold (GLD) | 0.49% | 0% | 29.57% | 4/14/2023 |
 AMD (AMD) | 0.49% | 0% | 17.36% | 8/3/2022 |
 Sea (SE) | 0.47% | 0% | 47.67% | 9/1/2023 |
 Xero (XRO.ASX) | 0.44% | 0% | 22.44% | 2/28/2024 |
 SPDR S&P 500 ETF (SPY) | 0.42% | 0.8% | 21.13% | - |
 TechnologyOne (TNE.ASX) | 0.41% | 0% | 21.62% | 2/18/2024 |
 Bank of America (BAC) | 0.39% | 4.06% | 16.3% | - |
 Maersk (MAERSKB.CO) | 0.38% | 0% | 32.51% | 5/12/2023 |
 GE (GE) | 0.3% | 0% | 12.04% | 4/22/2025 |
 iShares Silver Trust (SLV) | 0.29% | 0% | 14.99% | 5/21/2025 |
 Alibaba (BABA) | 0.28% | 0% | 47.67% | 9/1/2023 |
 Bitcoin (BTC) | 0.27% | 0% | 16.63% | 7/23/2022 |
 McDonald's (MCD) | 0.26% | 0% | 19.66% | 4/4/2023 |
 Affirm (AFRM) | 0.26% | 0% | 32.68% | 2/27/2023 |
 Procter & Gamble (PG) | 0.25% | 0% | 31.12% | 2/1/2024 |
 PDD Holdings (PDD) | 0.25% | 0% | 30.22% | 1/27/2023 |
 Babcock (BAB.L) | 0.21% | 0% | 21.46% | 2/13/2025 |
 Mercedes-Benz (MBG.DE) | 0.2% | 0% | 9.17% | 1/4/2023 |
 Adyen (ADYEN.NV) | 0.19% | 0% | 29.48% | 1/18/2023 |
 Teucrium Wheat Fund (WEAT) | 0.18% | 0% | 15.89% | 12/21/2022 |
 Bayer (BAYN.DE) | 0.17% | 0% | 14.25% | 6/24/2022 |
 Transdigm (TDG) | 0.16% | 0% | 11.96% | 8/10/2022 |
 Goldman Sachs (GS) | 0.16% | 0% | 7.94% | 7/31/2024 |
 Alibaba (9988.HK) | 0.16% | 0% | 39.15% | 5/19/2023 |
 DocuSign (DOCU) | 0.15% | 0% | 29.48% | 1/18/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.15% | 0% | 7.13% | 3/29/2022 |
 OSRAM (OSR.DE) | 0.14% | 0% | 5.98% | 3/15/2022 |
 Apple (AAPL) | 0.13% | 0% | 6.47% | 11/29/2024 |
 Hella (HLE.DE) | 0.13% | 0% | 9.01% | 4/21/2022 |
 Pfizer (PFE) | 0.13% | 0% | 8.19% | 4/11/2022 |
 Uber (UBER) | 0.12% | 0% | 8.03% | 8/9/2023 |
 KeyCorp (KEY) | 0.12% | 0% | 10.4% | 7/27/2023 |
 Vanguard Growth ETF (VUG) | 0.12% | 1.96% | 5.9% | - |
 BYD (01211.HK) | 0.11% | 0% | 13.1% | 6/10/2022 |
 Fortescue (FMG.ASX) | 0.1% | 0% | 6.39% | 12/12/2022 |
 Twilio (TWLO) | 0.09% | 0% | 37.35% | 4/27/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.09% | 0.54% | 13.84% | - |
 Riot (RIOT) | 0.09% | 0% | 24% | 11/4/2022 |
 MetLife (MET) | 0.08% | 0% | 5.49% | 5/20/2024 |
 PVH (PVH) | 0.08% | 0% | 3.52% | 5/15/2024 |
 JPMorgan (JPM) | 0.07% | 0% | 5.16% | 11/1/2022 |
 Qantas (QAN.ASX) | 0.07% | 0% | 8.19% | 12/28/2022 |
 AUS200 Index (Non Expiry) (AUS200) | 0.06% | 0% | 4.59% | 7/24/2023 |
 Palantir (PLTR) | 0.06% | 0% | 5% | 6/6/2025 |
 Yanzhou Coal (1171.HK) | 0.06% | 0% | 4.75% | 9/4/2023 |
 Airbus (AIR.PA) | 0.06% | 0% | 4.26% | 5/27/2022 |
 BP (BP.L) | 0.05% | 0% | 5.57% | 3/30/2023 |
 Citi (C) | 0.04% | 0% | 2.29% | 6/3/2025 |
 Chevron (CVX) | 0.04% | 0% | 6.14% | 4/12/2023 |
 Royal Gold (RGLD) | 0.04% | 0.82% | 4.26% | - |
 Deutsche Bank (DBK.DE) | 0.03% | 0% | 1.47% | 10/7/2024 |
 Domino's (DPZ) | 0.03% | 0% | 2.21% | 6/22/2022 |
 Leonardo (LDO.MI) | 0.02% | 0% | 4.1% | 1/2/2024 |
 Porsche (P911.DE) | 0.02% | 0% | 2.05% | 11/3/2022 |
 Airbnb (ABNB) | 0.02% | 0% | 3.77% | 2/15/2022 |
 ExxonMobil (XOM) | 0.02% | 0% | 2.78% | 8/19/2024 |
 Northrop Grumman (NOC) | 0.02% | 0% | 1.72% | 4/5/2022 |
 Lloyd's (LLOY.L) | 0.02% | 0% | 2.05% | 5/20/2025 |
 Amazon (AMZN) | 0.02% | 1.33% | 1.39% | - |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.02% | 0% | 1.23% | 6/1/2022 |
 Woolworths (WOW.ASX) | 0.02% | 0% | 2.21% | 6/20/2023 |
 Altria (MO) | 0.01% | 1.54% | 0.9% | - |
 Pop Mart International Group Limited (9992.HK) | 0.01% | 0% | 1.06% | 5/29/2025 |
 ABM (ABM) | 0.01% | 0% | 1.8% | 4/20/2022 |
 LVMH (MC.PA) | 0.01% | 0% | 0.9% | 7/14/2023 |
 Copper (Expiring Future) (COPPER.FUT) | 0.01% | 0% | 0.74% | 5/29/2022 |
 Costco (COST) | 0.01% | 0% | 1.23% | 5/2/2025 |
 Bunzl (BNZL.L) | 0.01% | 0% | 0.82% | 1/10/2022 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 0.57% | 2/14/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.01% | 0% | 0.41% | 5/21/2025 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.66% | 2/22/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.49% | 5/27/2025 |
 GameStop (GME) | 0% | 0% | 0.08% | 3/29/2022 |
 Seven Group (SGH.ASX) | 0% | 0% | 0.33% | 8/23/2023 |
 PFG (PFGC) | 0% | 0% | 0.33% | 1/31/2023 |
 Rolls-Royce (RR.L) | 0% | 0% | 0.16% | 11/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Suncorp (SUN.ASX) | 7.87% | 9.75% |
| Vanguard Dividend Appreciation ETF (VIG) | 8.08% | 9.2% |
| Vanguard S&P 500 ETF (VOO) | 4.17% | 5.49% |
| Mastercard (MA) | 4.43% | 4.86% |
| Vanguard Information Technology (VGT) | 3.65% | 4.82% |
| Vanguard FTSE All-World ex-US (VEU) | 4.95% | 4.7% |
| Wesfarmers (WES.ASX) | 3.39% | 4.63% |
| QBE (QBE.ASX) | 3.91% | 4.22% |
| WHSP (SOL.ASX) | 3.65% | 3.73% |
| BAE Systems (BA.L) | 3.13% | 3.49% |
| Microsoft (MSFT) | 3.65% | 3.47% |
| Macquarie (MQG.ASX) | 3.13% | 3.01% |
| Toyota (TM) | 2.61% | 2.84% |
| Shell (SHEL.L) | 2.87% | 2.66% |
| Brickworks (BKW.ASX) | 2.61% | 2.65% |
| BHP (BHP.L) | 3.39% | 2.6% |
| GE (GE) | 2.87% | 2.47% |
| Volkswagen (VOW3.DE) | 3.65% | 2.31% |
| Alphabet (GOOG) | 1.98% | 2.1% |
| SPDR S&P 500 ETF (SPY) | 1.82% | 1.86% |
| O'Shares US Quality Dividend ETF (OUSA) | 1.56% | 1.74% |
| IDS (IDS.L) | 2.08% | 1.67% |
| HKEX (00388.HK) | 2.61% | 1.63% |
| Ford (F) | 2.08% | 1.32% |
| CommBank (CBA.ASX) | 1.3% | 1.26% |
| Pilbara Minerals (PLS.ASX) | 2.61% | 1.24% |
| NVIDIA (NVDA) | 1.04% | 1.04% |
| Babcock (BAB.L) | 1.04% | 0.93% |
| Verizon (VZ) | 1.3% | 0.91% |
| Wells Fargo (WFC) | 0.52% | 0.86% |
| Novo Nordisk (NOVO-B.CO) | 1.04% | 0.83% |
| American Tower (AMT) | 1.04% | 0.72% |
| GM (GM) | 0.52% | 0.46% |
| Datadog (DDOG) | 0.52% | 0.4% |