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Portfolio Diversification
Range
Most Diversified
22 instruments
September 19, 2024
Least Diversified
0 instruments
November 12, 2025
Average
8.4 instruments
Most Consistent Holdings
Top 5
BTC53.75%
VOO43.48%
CVS42.77%
BABA42.29%
PYPL42.29%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since September 4, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Bitcoin (BTC) | 46.44% | 57.6% | 53.75% | - |
| Alibaba (BABA) | 6.06% | 0% | 42.29% | 3/2/2026 |
| Vanguard S&P 500 ETF (VOO) | 4.98% | 16.12% | 43.48% | - |
| 4.06% | 0% | 4.19% | 11/4/2022 | |
| 2.57% | 0% | 3.4% | 8/1/2024 | |
 EUR/USD (EURUSD) | 2.16% | 0% | 5.14% | 9/23/2024 |
| PayPal (PYPL) | 1.97% | 0% | 42.29% | 3/2/2026 |
 UnitedHealth (UNH) | 1.87% | 0% | 17.15% | 3/9/2026 |
 NVIDIA (NVDA) | 1.82% | 0% | 40.95% | 3/9/2026 |
 Cincinnati Financial (CINF) | 1.76% | 0% | 25.69% | 7/31/2025 |
 Sysco (SYY) | 1.71% | 0% | 27.11% | 8/18/2025 |
| CVS Health (CVS) | 1.7% | 0% | 42.77% | 3/9/2026 |
 ExxonMobil (XOM) | 1.69% | 0% | 26.8% | 8/18/2025 |
 Invesco QQQ (QQQ) | 1.5% | 6.37% | 29.96% | - |
 Supermicro (SMCI) | 1.36% | 0% | 13.44% | 2/26/2025 |
 Microsoft (MSFT) | 1.25% | 0% | 23.4% | 7/2/2025 |
 Chevron (CVX) | 1.22% | 0% | 25.38% | 7/31/2025 |
 PPG (PPG) | 0.98% | 0% | 23.4% | 7/2/2025 |
 Nucor (NUE) | 0.92% | 0% | 22.13% | 6/16/2025 |
 ASML (ASML) | 0.92% | 0% | 15.65% | 3/9/2026 |
 Adobe (ADBE) | 0.84% | 0% | 30.43% | 3/2/2026 |
 Novo-Nordisk (NVO) | 0.79% | 0% | 16.6% | 3/2/2026 |
 Alphabet (GOOG) | 0.76% | 0% | 23.4% | 7/2/2025 |
 TotalEnergies (TTE.PA) | 0.72% | 0% | 17.79% | 10/1/2025 |
 BYD (01211.HK) | 0.72% | 0% | 17.47% | 3/3/2026 |
 CNR (CNI) | 0.68% | 0% | 15.65% | 3/9/2026 |
 Emerson (EMR) | 0.65% | 0% | 11.86% | 2/6/2025 |
 Public Storage (PSA) | 0.61% | 0% | 15.42% | 3/9/2026 |
 Nike (NKE) | 0.54% | 0% | 22.06% | 6/16/2025 |
 Estee Lauder (EL) | 0.52% | 0% | 23.32% | 7/2/2025 |
 ON Semiconductor (ON) | 0.48% | 0% | 23.4% | 7/2/2025 |
 Airbnb (ABNB) | 0.36% | 0% | 11.78% | 2/6/2025 |
 Centene (CNC) | 0.35% | 0% | 12.73% | 7/17/2025 |
 BD (BDX) | 0.34% | 0% | 14.86% | 8/18/2025 |
 eHealth (EHTH) | 0.24% | 0% | 6.56% | 10/1/2025 |
 Occidental (OXY) | 0.22% | 0% | 27.04% | 8/18/2025 |
 Fiserv (FISV) | 0.19% | 0% | 5.61% | 10/29/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.17% | 0% | 1.74% | 10/1/2024 |
 China Resources Beer (Holdings) Company Limited (291.HK) | 0.13% | 0% | 3.08% | 8/18/2025 |
 New Oriental (EDU) | 0.12% | 0% | 3.08% | 8/18/2025 |
 Maxeon (MAXN) | 0.08% | 0% | 3.24% | 8/19/2024 |
 Aena (AENA.MC) | 0.03% | 0% | 0.63% | 7/10/2025 |
 Inditex (ITX.MC) | 0.03% | 0% | 0.63% | 7/10/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.02% | 0% | 0.71% | 7/24/2024 |
 Ethereum (ETH) | 0.02% | 0% | 0.24% | 6/27/2024 |
 Liberty SiriusXM (LSXMK) | 0.01% | 0% | 0.47% | 7/15/2024 |
 Barrick (B) | 0.01% | 0% | 0.71% | 7/24/2024 |
 Celestia (TIA) | 0.01% | 0% | 0.16% | 7/15/2024 |
 Amazon (AMZN) | 0.01% | 0% | 0.08% | 6/28/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alibaba (BABA) | 18.41% | 22.78% |
| Vanguard S&P 500 ETF (VOO) | 14.3% | 13.89% |
| UnitedHealth (UNH) | 7.73% | 12.38% |
| ASML (ASML) | 4.96% | 5.91% |
| Invesco QQQ (QQQ) | 5.48% | 5.41% |
| NVIDIA (NVDA) | 4.96% | 4.71% |
| PayPal (PYPL) | 7.29% | 4.66% |
| CVS Health (CVS) | 3.96% | 4.63% |
| CNR (CNI) | 4.96% | 4.59% |
| Novo-Nordisk (NVO) | 4.96% | 4.5% |
| BYD (01211.HK) | 6.31% | 3.93% |
| Public Storage (PSA) | 4.96% | 3.43% |
| Adobe (ADBE) | 3.96% | 2.65% |
Cash & Instruments Over Time
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