Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 22.08% | 35.4% | 89.56% | - |
 Tesla (TSLA) | 8.16% | 0% | 72.87% | 4/10/2024 |
 China Railway Construction (1186.HK) | 3.62% | 0% | 50.38% | 11/13/2023 |
 China Railway (0390.HK) | 3.56% | 0.83% | 35.48% | - |
 Alphabet (GOOG) | 3.55% | 8.1% | 52.18% | - |
 Bank of America (BAC) | 3.3% | 1.73% | 59.96% | - |
 ICBC (1398.HK) | 3.3% | 9.05% | 69.07% | - |
 Meta (META) | 3.25% | 0% | 40.13% | 3/24/2023 |
 NextEra (NEE) | 3.2% | 4.66% | 51.99% | - |
 Bank of China (3988.HK) | 2.86% | 0% | 46.3% | 11/1/2023 |
 Apple (AAPL) | 2.56% | 2.24% | 73.24% | - |
 Intel (INTC) | 2.48% | 0% | 32.16% | 6/7/2023 |
 American Water (AWK) | 2.16% | 5.64% | 32.54% | - |
 CK Hutchison (00001.HK) | 2.04% | 0% | 36.62% | 11/13/2023 |
 ASML (ASML) | 1.71% | 0% | 36.24% | 1/11/2024 |
 JetBlue (JBLU) | 1.63% | 0% | 38.24% | 11/7/2023 |
 AEP (AEP) | 1.63% | 4.15% | 33.49% | - |
 Microsoft (MSFT) | 1.62% | 3.77% | 43.83% | - |
 Alibaba (BABA) | 1.61% | 0% | 38.14% | 11/13/2023 |
 Pfizer (PFE) | 1.45% | 0% | 36.53% | 4/16/2024 |
 Xiaomi (1810.HK) | 1.32% | 0% | 24.29% | 8/20/2023 |
 BYD (01211.HK) | 1.21% | 0% | 33.78% | 4/26/2024 |
 Essential Utilities (WTRG) | 1.19% | 3.13% | 32.54% | - |
 TSMC (TSM) | 1.14% | 1.55% | 43.93% | - |
 Shopify (SHOP) | 1.03% | 0% | 21.63% | 9/20/2022 |
 Southwest (LUV) | 1.01% | 0% | 25.81% | 3/17/2023 |
 Nio (NIO) | 0.93% | 0% | 13.66% | 8/14/2023 |
 Invesco QQQ (QQQ) | 0.93% | 3.2% | 28.37% | - |
 BMW (BMW.DE) | 0.82% | 0% | 18.31% | 9/21/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.81% | 8.32% | 20.49% | - |
 McDonald's (MCD) | 0.74% | 0.8% | 23.81% | - |
 Alibaba (9988.HK) | 0.72% | 0% | 22.49% | 8/29/2022 |
 China Telecom (0728.HK) | 0.69% | 0% | 13% | 5/18/2022 |
 Mercedes-Benz (MBG.DE) | 0.68% | 0% | 18.31% | 9/21/2022 |
 Teva (TEVA) | 0.62% | 0% | 13.66% | 8/14/2023 |
 Qualcomm (QCOM) | 0.53% | 0% | 21.54% | 4/25/2024 |
 Ethereum (ETH) | 0.43% | 0% | 14.61% | 6/23/2023 |
 GM (GM) | 0.37% | 0% | 7.02% | 11/13/2023 |
 Visa (V) | 0.33% | 0% | 14.8% | 10/4/2024 |
 RH (RH) | 0.32% | 0% | 7.97% | 6/14/2023 |
 Bitcoin (BTC) | 0.29% | 0% | 17.17% | 9/20/2022 |
 GameStop (GME) | 0.28% | 0% | 12.43% | 8/22/2023 |
 Rio Tinto (RIO) | 0.25% | 3% | 14.42% | - |
 iShares Global clean energy ETF (ICLN) | 0.21% | 0% | 6.26% | 11/13/2023 |
 NVIDIA (NVDA) | 0.2% | 0% | 9.68% | 11/13/2023 |
 Coca-Cola (KO) | 0.17% | 0.68% | 12.52% | - |
 Mastercard (MA) | 0.16% | 0% | 5.98% | 3/4/2022 |
 Moody's (MCO) | 0.16% | 0% | 5.88% | 3/3/2022 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.15% | 0% | 5.88% | 11/10/2023 |
 BHP (BHP) | 0.15% | 0.61% | 15.46% | - |
 Verizon (VZ) | 0.14% | 2.11% | 6.93% | - |
 Phillips 66 (PSX) | 0.13% | 0% | 5.12% | 2/23/2022 |
 EOG Resources (EOG) | 0.11% | 0% | 6.45% | 3/10/2022 |
 Lockheed Martin (LMT) | 0.11% | 0% | 2.28% | 1/24/2022 |
 Boeing (BA) | 0.06% | 0% | 2.28% | 1/24/2022 |
 AMD (AMD) | 0.05% | 0% | 2.75% | 11/10/2022 |
 Netflix (NFLX) | 0.04% | 0% | 3.7% | 3/4/2022 |
 Haidilao (06862.HK) | 0.03% | 0% | 2.37% | 1/25/2022 |
 United Airlines (UAL) | 0.03% | 0% | 2.28% | 1/24/2022 |
 Dogecoin (DOGE) | 0.03% | 0% | 3.89% | 3/4/2022 |
 ZTE (00763.HK) | 0.03% | 0% | 1.14% | 3/29/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.03% | 0% | 4.65% | 11/10/2023 |
 Polkadot (DOT) | 0.02% | 0% | 3.13% | 3/4/2022 |
 FedEx (FDX) | 0.01% | 0% | 0.38% | 3/21/2023 |
 Ping An (2318.HK) | 0% | 0% | 0.19% | 9/18/2022 |
 Moderna (MRNA) | 0% | 0% | 0.09% | 9/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 40.99% | 41.35% |
| Alphabet (GOOG) | 6.92% | 6.84% |
| Microsoft (MSFT) | 6.19% | 5.83% |
| TSMC (TSM) | 5.47% | 5.58% |
| Tesla (TSLA) | 5.1% | 5.44% |
| Apple (AAPL) | 5.37% | 5.27% |
| Visa (V) | 5.1% | 4.97% |
| Pfizer (PFE) | 4.01% | 3.54% |
| BYD (01211.HK) | 4.01% | 3.34% |
| Qualcomm (QCOM) | 2.82% | 3.31% |
| Bank of America (BAC) | 2.73% | 3.31% |
| NextEra (NEE) | 2.82% | 3.06% |
| ASML (ASML) | 2.07% | 2.24% |
| AEP (AEP) | 1.64% | 1.53% |