Portfolio Diversification
Range
Most Diversified
33 instruments
August 2, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.5 instruments
Most Consistent Holdings
Top 5
AAPL99.91%
GOOG99.91%
MSFT99.91%
AMZN99.91%
NFLX99.91%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 11.23% | 3.67% | 99.91% | - |
 Tesla (TSLA) | 6.78% | 7.54% | 95.31% | - |
| Microsoft (MSFT) | 6.74% | 8.22% | 99.91% | - |
| Alphabet (GOOG) | 6.16% | 7.36% | 99.91% | - |
 PayPal (PYPL) | 4.89% | 2.63% | 97.1% | - |
 Adobe (ADBE) | 4.45% | 0% | 79.69% | 8/23/2024 |
 TSMC (TSM) | 4.09% | 8.59% | 61.09% | - |
| Amazon (AMZN) | 4.06% | 6.67% | 99.91% | - |
 NVIDIA (NVDA) | 3.81% | 13.61% | 59.13% | - |
 Tencent (0700.HK) | 3.67% | 4.94% | 99.91% | - |
 Xiaomi (1810.HK) | 3.27% | 2.2% | 99.91% | - |
 Alphabet (GOOGL) | 3.11% | 5.9% | 82% | - |
 Palantir (PLTR) | 2.77% | 0% | 52.65% | 10/9/2023 |
 Alibaba (9988.HK) | 2.46% | 2.33% | 99.91% | - |
 Meta (META) | 2.43% | 0.99% | 41.98% | - |
 AMD (AMD) | 2.35% | 0% | 40.02% | 5/10/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.19% | 3.4% | 56.31% | - |
 Alibaba (BABA) | 2.13% | 0% | 76.45% | 7/16/2024 |
 Dropbox (DBX) | 2.11% | 0% | 41.3% | 5/25/2023 |
 Unity (U) | 1.87% | 0% | 68.17% | 4/9/2024 |
 Crocs (CROX) | 1.67% | 2.34% | 54.44% | - |
 Raytheon (RTX) | 1.42% | 0% | 29.01% | 12/28/2022 |
 Disney (DIS) | 1.21% | 0% | 71.42% | 5/17/2024 |
| Netflix (NFLX) | 1.1% | 1.86% | 99.91% | - |
 Corsair (CRSR) | 0.94% | 0% | 71.42% | 5/17/2024 |
 Monster Beverage (MNST) | 0.77% | 0% | 35.75% | 3/20/2023 |
 Scottish Mortgage (SMT.L) | 0.77% | 2.65% | 42.49% | - |
 Skyworks (SWKS) | 0.74% | 0.32% | 99.91% | - |
 iShares Silver Trust (SLV) | 0.68% | 0% | 64.33% | 2/23/2024 |
 Visa (V) | 0.67% | 3.6% | 28.5% | - |
 China Everbright Environment (00257.HK) | 0.62% | 0% | 64.33% | 2/23/2024 |
 Pfizer (PFE) | 0.61% | 0.84% | 52.65% | - |
 iShares China Large-Cap ETF (FXI) | 0.36% | 0% | 64.33% | 2/23/2024 |
 Veeva (VEEV) | 0.36% | 0% | 64.33% | 2/23/2024 |
 SoFi (SOFI) | 0.34% | 0% | 22.27% | 1/17/2025 |
 McDonald's (MCD) | 0.32% | 1.61% | 22.87% | - |
 Barrick (GOLD.BARRICK) | 0.29% | 0% | 64.33% | 2/23/2024 |
 China Tower (788.HK) | 0.29% | 0% | 64.33% | 2/23/2024 |
 Broadcom (AVGO) | 0.15% | 1.82% | 9.04% | - |
 Nu (NU) | 0.15% | 2.56% | 7.76% | - |
 Grab (GRAB) | 0.09% | 1.21% | 7.94% | - |
 Shopify (SHOP) | 0.08% | 0% | 4.69% | 5/9/2022 |
 Bank of China (3988.HK) | 0.04% | 0% | 64.33% | 2/23/2024 |
 Meituan (03690.HK) | 0.03% | 0.05% | 63.4% | - |
 AT&T (T) | 0.02% | 0% | 64.33% | 2/23/2024 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.34% | 7/23/2024 |
 Warner Bros Discovery (WBD) | 0% | 0% | 36.6% | 9/1/2023 |
 Bilibili (BILI) | 0% | 0% | 0.09% | 3/16/2022 |
 ZEPP Health (ZEPP) | 0% | 0% | 0.26% | 1/3/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 14.38% | 12.95% |
| Tesla (TSLA) | 7.82% | 10.64% |
| Apple (AAPL) | 8.44% | 9.74% |
| TSMC (TSM) | 5.63% | 8.18% |
| Microsoft (MSFT) | 6.38% | 7.95% |
| Alphabet (GOOG) | 5.92% | 7.7% |
| Amazon (AMZN) | 5.66% | 7.13% |
| PayPal (PYPL) | 8.13% | 4.98% |
| Xiaomi (1810.HK) | 4.15% | 4.75% |
| Alphabet (GOOGL) | 2.81% | 3.89% |
| Tencent (0700.HK) | 4.13% | 3.82% |
| Visa (V) | 3.75% | 2.9% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.69% | 2.86% |
| Crocs (CROX) | 3.44% | 2.38% |
| Alibaba (9988.HK) | 5% | 1.5% |
| Scottish Mortgage (SMT.L) | 1.56% | 1.49% |
| Netflix (NFLX) | 0.73% | 1.43% |
| McDonald's (MCD) | 1.56% | 1.26% |
| Pfizer (PFE) | 1.56% | 0.85% |
| SoFi (SOFI) | 0.52% | 0.8% |
| Skyworks (SWKS) | 0.5% | 0.42% |
| Meituan (03690.HK) | 0% | 0.05% |