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Portfolio Diversification
Range
Most Diversified
49 instruments
October 25, 2022
Least Diversified
0 instruments
February 2, 2025
Average
37.8 instruments
Most Consistent Holdings
Top 5
VZ99.8%
VOW3.DE99.8%
00388.HK99.8%
F93.8%
VOO93.07%
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) | 4.75% | 3.73% | 84% | - |
 Suncorp (SUN.ASX) | 3.79% | 4.51% | 52.4% | - |
| Vanguard S&P 500 ETF (VOO) | 3.74% | 4.27% | 93.07% | - |
 Wesfarmers (WES.ASX) | 3.29% | 3.51% | 83.8% | - |
 Toyota (TM) | 2.85% | 0% | 81.47% | 6/9/2025 |
 BAE Systems (BA.L) | 2.71% | 4.97% | 60.73% | - |
 WHSP (SOL.ASX) | 2.69% | 2.35% | 78.07% | - |
 Vanguard Information Technology (VGT) | 2.57% | 3.82% | 60.6% | - |
 BHP (BHP.L) | 2.57% | 0% | 82.93% | 2/26/2026 |
| Volkswagen (VOW3.DE) | 2.51% | 1.53% | 99.8% | - |
 Microsoft (MSFT) | 2.47% | 5.35% | 83.2% | - |
| Verizon (VZ) | 2.36% | 0.78% | 99.8% | - |
 Mastercard (MA) | 2.07% | 1.56% | 65% | - |
| HKEX (00388.HK) | 1.97% | 0.59% | 99.8% | - |
 QBE (QBE.ASX) | 1.9% | 3.72% | 42.8% | - |
 CommBank (CBA.ASX) | 1.88% | 1.4% | 77% | - |
 IDS (IDS.L) | 1.49% | 0% | 80.6% | 5/27/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 1.41% | 0% | 44.6% | 7/23/2025 |
 GM (GM) | 1.3% | 0% | 83.33% | 7/7/2025 |
| Ford (F) | 1.3% | 1.1% | 93.8% | - |
 Scottish Mortgage (SMT.L) | 1.27% | 0% | 58.53% | 6/28/2024 |
 Alphabet (GOOG) | 1.26% | 6.24% | 53.13% | - |
 Pilbara Minerals (PLS.ASX) | 1.24% | 0.31% | 83.33% | - |
 Lowe's (LOW) | 1.22% | 0% | 52.27% | 3/25/2024 |
 Bank of America (BAC) | 1.18% | 6.81% | 31.73% | - |
 Orsted (ORSTED.CO) | 1.14% | 0% | 38.8% | 9/1/2023 |
 Garmin (GRMN) | 1.13% | 0% | 44.4% | 11/27/2023 |
 American Tower (AMT) | 1.11% | 1.77% | 83.4% | - |
 Macquarie (MQG.ASX) | 1.1% | 2.67% | 40.47% | - |
 Berkshire Hathaway (BRK.B) | 1.08% | 0% | 29.93% | 4/20/2023 |
 Samsung (SMSN.L) | 1.06% | 0% | 46.4% | 12/27/2023 |
 NVIDIA (NVDA) | 1.06% | 4.79% | 54.47% | - |
 Chewy (CHWY) | 1.03% | 0% | 64.93% | 10/2/2024 |
 Abrdn Platinum ETF Trust (PPLT) | 1.03% | 0% | 34.4% | 6/26/2023 |
 Brickworks (BKW.ASX) | 0.98% | 0% | 33.8% | 4/29/2025 |
 Cloudflare (NET) | 0.93% | 0% | 56.93% | 6/4/2024 |
 Atlassian (TEAM) | 0.85% | 0% | 57.8% | 6/17/2024 |
 Brookfield (BN.US) | 0.76% | 0% | 23.4% | 1/16/2024 |
 Raytheon (RTX) | 0.75% | 0% | 48.87% | 5/23/2024 |
 iShares Silver Trust (SLV) | 0.73% | 6.74% | 22% | - |
 Goldman Sachs (GS) | 0.69% | 3.51% | 22.4% | - |
 Datadog (DDOG) | 0.69% | 0% | 91.67% | 11/10/2025 |
 Wells Fargo (WFC) | 0.62% | 0% | 43.8% | 6/17/2025 |
 ASML (ASML) | 0.52% | 9.49% | 9.07% | - |
 Invesco QQQ (QQQ) | 0.5% | 0% | 45.53% | 12/14/2023 |
 Shell (SHEL.L) | 0.49% | 0% | 32.87% | 3/26/2025 |
 Deutsche Post (DHL.DE) | 0.48% | 0% | 45.53% | 12/14/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.48% | 0% | 57.13% | 6/7/2024 |
 O'Shares US Quality Dividend ETF (OUSA) | 0.47% | 0% | 27.87% | 6/20/2025 |
 Medibank (MPL.ASX) | 0.41% | 0% | 42.4% | 9/20/2024 |
 Xiaomi (1810.HK) | 0.41% | 0% | 33.07% | 6/6/2023 |
 SPDR Gold (GLD) | 0.4% | 0% | 24.07% | 4/14/2023 |
 AMD (AMD) | 0.4% | 0% | 14.13% | 8/3/2022 |
 Sea (SE) | 0.39% | 0% | 38.8% | 9/1/2023 |
 Xero (XRO.ASX) | 0.35% | 0% | 18.27% | 2/28/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.35% | 0% | 18.73% | 6/30/2025 |
 TechnologyOne (TNE.ASX) | 0.33% | 0% | 17.6% | 2/18/2024 |
 Netflix (NFLX) | 0.32% | 1.3% | 16.27% | - |
 Vanguard Growth ETF (VUG) | 0.31% | 0% | 16.33% | 11/28/2025 |
 Maersk (MAERSKB.CO) | 0.31% | 0% | 26.47% | 5/12/2023 |
 Amazon (AMZN) | 0.27% | 0% | 10.73% | 10/30/2025 |
 Visa (V) | 0.27% | 1.35% | 18.27% | - |
 L3Harris (LHX) | 0.26% | 0% | 10.87% | 12/1/2025 |
 Orica (ORI.ASX) | 0.25% | 1.57% | 13.13% | - |
 GE (GE) | 0.24% | 0% | 9.8% | 4/22/2025 |
 Futu (FUTU) | 0.23% | 0.84% | 15.73% | - |
 Alibaba (BABA) | 0.23% | 0% | 38.8% | 9/1/2023 |
 Bitcoin (BTC) | 0.22% | 0% | 13.53% | 7/23/2022 |
 McDonald's (MCD) | 0.22% | 0% | 16% | 4/4/2023 |
 Affirm (AFRM) | 0.21% | 0% | 26.6% | 2/27/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.21% | 0.65% | 29.73% | - |
 Procter & Gamble (PG) | 0.21% | 0% | 25.33% | 2/1/2024 |
 PDD Holdings (PDD) | 0.2% | 0% | 24.6% | 1/27/2023 |
 Citi (C) | 0.19% | 0% | 8.07% | 12/1/2025 |
 Babcock (BAB.L) | 0.17% | 0% | 17.47% | 2/13/2025 |
 Mercedes-Benz (MBG.DE) | 0.17% | 0% | 7.47% | 1/4/2023 |
 Adyen (ADYEN.NV) | 0.15% | 0% | 24% | 1/18/2023 |
 Rolls-Royce (RR.L) | 0.15% | 0% | 6.73% | 10/14/2025 |
 Teucrium Wheat Fund (WEAT) | 0.15% | 0% | 12.93% | 12/21/2022 |
 Tesla (TSLA) | 0.14% | 0% | 7% | 10/7/2025 |
 Bayer (BAYN.DE) | 0.13% | 0% | 11.6% | 6/24/2022 |
 Transdigm (TDG) | 0.13% | 0% | 9.73% | 8/10/2022 |
 Alibaba (9988.HK) | 0.13% | 0% | 31.87% | 5/19/2023 |
 DocuSign (DOCU) | 0.12% | 0% | 24% | 1/18/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.12% | 0% | 5.8% | 3/29/2022 |
 OSRAM (OSR.DE) | 0.12% | 0% | 4.87% | 3/15/2022 |
 Apple (AAPL) | 0.11% | 0% | 5.27% | 11/29/2024 |
 Hella (HLE.DE) | 0.1% | 0% | 7.33% | 4/21/2022 |
 Pfizer (PFE) | 0.1% | 0% | 6.67% | 4/11/2022 |
 Uber (UBER) | 0.1% | 0% | 6.53% | 8/9/2023 |
 KeyCorp (KEY) | 0.1% | 0% | 8.47% | 7/27/2023 |
 BYD (01211.HK) | 0.09% | 0% | 10.67% | 6/10/2022 |
 Valero (VLO) | 0.09% | 2.5% | 4.2% | - |
 Fortescue (FMG.ASX) | 0.08% | 0% | 5.2% | 12/12/2022 |
 Royal Gold (RGLD) | 0.08% | 0% | 10.2% | 9/16/2025 |
 Twilio (TWLO) | 0.08% | 0% | 30.4% | 4/27/2023 |
 Riot (RIOT) | 0.07% | 0% | 19.53% | 11/4/2022 |
 Palantir (PLTR) | 0.07% | 0% | 5.73% | 7/7/2025 |
 MetLife (MET) | 0.07% | 0% | 4.47% | 5/20/2024 |
 Telstra (TLS.ASX) | 0.07% | 0% | 6.73% | 10/27/2025 |
 PVH (PVH) | 0.06% | 0% | 2.87% | 5/15/2024 |
 JPMorgan (JPM) | 0.06% | 0% | 4.2% | 11/1/2022 |
 Altria (MO) | 0.06% | 0% | 4.13% | 7/28/2025 |
 Qantas (QAN.ASX) | 0.06% | 0% | 6.67% | 12/28/2022 |
 Walmart (WMT) | 0.06% | 0% | 2.33% | 8/6/2025 |
 AUS200 Index (Non Expiry) (AUS200) | 0.05% | 0% | 3.73% | 7/24/2023 |
 Nokia (NOK) | 0.05% | 0% | 3.27% | 10/28/2025 |
 Yanzhou Coal (1171.HK) | 0.05% | 0% | 3.87% | 9/4/2023 |
 Airbus (AIR.PA) | 0.05% | 0% | 3.47% | 5/27/2022 |
 BP (BP.L) | 0.04% | 0% | 4.53% | 3/30/2023 |
 Chevron (CVX) | 0.03% | 0% | 5% | 4/12/2023 |
 Unilever (UL.US) | 0.03% | 0% | 1.8% | 11/10/2025 |
 Deutsche Bank (DBK.DE) | 0.03% | 0% | 1.2% | 10/7/2024 |
 Domino's (DPZ) | 0.02% | 0% | 1.8% | 6/22/2022 |
 Leonardo (LDO.MI) | 0.02% | 0% | 3.33% | 1/2/2024 |
 Porsche (P911.DE) | 0.02% | 0% | 1.67% | 11/3/2022 |
 Airbnb (ABNB) | 0.02% | 0% | 3.07% | 2/15/2022 |
 ExxonMobil (XOM) | 0.02% | 0% | 2.27% | 8/19/2024 |
 Northrop Grumman (NOC) | 0.02% | 0% | 1.4% | 4/5/2022 |
 Lloyd's (LLOY.L) | 0.02% | 0% | 1.67% | 5/20/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.8% | 6/24/2025 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.01% | 0% | 1% | 6/1/2022 |
 Woolworths (WOW.ASX) | 0.01% | 0% | 1.8% | 6/20/2023 |
 Pop Mart International Group Limited (9992.HK) | 0.01% | 0% | 0.87% | 5/29/2025 |
 ABM (ABM) | 0.01% | 0% | 1.47% | 4/20/2022 |
 LVMH (MC.PA) | 0.01% | 0% | 0.73% | 7/14/2023 |
 Copper (Expiring Future) (COPPER.FUT) | 0.01% | 0% | 0.6% | 5/29/2022 |
 Costco (COST) | 0.01% | 0% | 1% | 5/2/2025 |
 Bunzl (BNZL.L) | 0.01% | 0% | 0.67% | 1/10/2022 |
 EUR/GBP (EURGBP) | 0.01% | 0% | 0.47% | 2/14/2022 |
 Schwab US Dividend Equity ETF (SCHD) | 0.01% | 0% | 0.33% | 5/21/2025 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.53% | 2/22/2022 |
 GameStop (GME) | 0% | 0% | 0.07% | 3/29/2022 |
 Seven Group (SGH.ASX) | 0% | 0% | 0.27% | 8/23/2023 |
 PFG (PFGC) | 0% | 0% | 0.27% | 1/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Bank of America (BAC) | 8.96% | 8.83% |
| iShares Silver Trust (SLV) | 8.59% | 8.35% |
| Microsoft (MSFT) | 6.99% | 6.46% |
| Suncorp (SUN.ASX) | 5.61% | 5.23% |
| NVIDIA (NVDA) | 5.31% | 4.91% |
| QBE (QBE.ASX) | 5.02% | 4.81% |
| Vanguard S&P 500 ETF (VOO) | 2.98% | 4.39% |
| Vanguard Information Technology (VGT) | 2.6% | 4.01% |
| Goldman Sachs (GS) | 3.72% | 3.93% |
| ASML (ASML) | 3.9% | 3.79% |
| Vanguard Dividend Appreciation ETF (VIG) | 2.98% | 3.78% |
| Wesfarmers (WES.ASX) | 2.42% | 3.7% |
| Alphabet (GOOG) | 3.16% | 3.7% |
| BAE Systems (BA.L) | 2.23% | 3.69% |
| Macquarie (MQG.ASX) | 3.35% | 2.83% |
| WHSP (SOL.ASX) | 2.6% | 2.31% |
| BHP (BHP.L) | 2.42% | 2.06% |
| Orica (ORI.ASX) | 1.86% | 1.97% |
| Mastercard (MA) | 1.67% | 1.8% |
| American Tower (AMT) | 2.23% | 1.74% |
| Volkswagen (VOW3.DE) | 2.6% | 1.72% |
| Visa (V) | 1.67% | 1.55% |
| Pilbara Minerals (PLS.ASX) | 1.86% | 1.47% |
| CommBank (CBA.ASX) | 1.49% | 1.3% |
| Netflix (NFLX) | 1.86% | 1.3% |
| Ford (F) | 1.49% | 1.2% |
| HKEX (00388.HK) | 1.49% | 1.17% |
| Verizon (VZ) | 1.49% | 1.15% |
| Futu (FUTU) | 1.12% | 0.97% |
| Novo Nordisk (NOVO-B.CO) | 1.48% | 0.87% |
Cash & Instruments Over Time
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