Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Vanguard S&P 500 ETF (VOO) | 21.28% | 34.7% | 88.93% | - |
 Tesla (TSLA) | 8.65% | 0% | 77.26% | 4/10/2024 |
 China Railway Construction (1186.HK) | 3.84% | 0% | 53.42% | 11/13/2023 |
 China Railway (0390.HK) | 3.73% | 0% | 31.59% | 11/9/2023 |
 Meta (META) | 3.45% | 0% | 42.56% | 3/24/2023 |
 Bank of America (BAC) | 3.37% | 2.31% | 57.55% | - |
 Alphabet (GOOG) | 3.32% | 5.51% | 49.3% | - |
 NextEra (NEE) | 3.09% | 5.43% | 49.09% | - |
 Bank of China (3988.HK) | 3.03% | 0% | 49.09% | 11/1/2023 |
 ICBC (1398.HK) | 2.97% | 8.72% | 67.2% | - |
 Intel (INTC) | 2.63% | 0% | 34.1% | 6/7/2023 |
 Apple (AAPL) | 2.59% | 2.07% | 71.63% | - |
 CK Hutchison (00001.HK) | 2.16% | 0% | 38.83% | 11/13/2023 |
 American Water (AWK) | 1.93% | 6.29% | 28.47% | - |
 ASML (ASML) | 1.81% | 0% | 38.43% | 1/11/2024 |
 JetBlue (JBLU) | 1.73% | 0% | 40.54% | 11/7/2023 |
 Alibaba (BABA) | 1.71% | 0% | 40.44% | 11/13/2023 |
 Pfizer (PFE) | 1.54% | 0% | 38.73% | 4/16/2024 |
 Microsoft (MSFT) | 1.49% | 3.6% | 40.44% | - |
 AEP (AEP) | 1.47% | 4.46% | 29.48% | - |
 Xiaomi (1810.HK) | 1.4% | 0% | 25.75% | 8/20/2023 |
 BYD (01211.HK) | 1.29% | 0% | 35.81% | 4/26/2024 |
 TSMC (TSM) | 1.12% | 1.58% | 40.54% | - |
 Shopify (SHOP) | 1.09% | 0% | 22.94% | 9/20/2022 |
 Southwest (LUV) | 1.07% | 0% | 27.36% | 3/17/2023 |
 Essential Utilities (WTRG) | 1.05% | 3.86% | 28.47% | - |
 Nio (NIO) | 0.98% | 0% | 14.49% | 8/14/2023 |
 BMW (BMW.DE) | 0.87% | 0% | 19.42% | 9/21/2022 |
 Invesco QQQ (QQQ) | 0.79% | 3.04% | 24.04% | - |
 Alibaba (9988.HK) | 0.77% | 0% | 23.84% | 8/29/2022 |
 China Telecom (0728.HK) | 0.73% | 0% | 13.78% | 5/18/2022 |
 Mercedes-Benz (MBG.DE) | 0.72% | 0% | 19.42% | 9/21/2022 |
 McDonald's (MCD) | 0.66% | 2.73% | 19.22% | - |
 Teva (TEVA) | 0.66% | 0% | 14.49% | 8/14/2023 |
 Qualcomm (QCOM) | 0.56% | 0% | 22.84% | 4/25/2024 |
 Ethereum (ETH) | 0.45% | 0% | 15.49% | 6/23/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.39% | 6.6% | 15.69% | - |
 GM (GM) | 0.39% | 0% | 7.44% | 11/13/2023 |
 Visa (V) | 0.35% | 0% | 15.69% | 10/4/2024 |
 RH (RH) | 0.33% | 0% | 8.45% | 6/14/2023 |
 Bitcoin (BTC) | 0.31% | 0% | 18.21% | 9/20/2022 |
 GameStop (GME) | 0.3% | 0% | 13.18% | 8/22/2023 |
 iShares Global clean energy ETF (ICLN) | 0.22% | 0% | 6.64% | 11/13/2023 |
 NVIDIA (NVDA) | 0.21% | 0% | 10.26% | 11/13/2023 |
 Mastercard (MA) | 0.17% | 0% | 6.34% | 3/4/2022 |
 Moody's (MCO) | 0.17% | 0% | 6.24% | 3/3/2022 |
 Coca-Cola (KO) | 0.17% | 0% | 11.67% | 8/5/2024 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.16% | 0% | 6.24% | 11/10/2023 |
 Phillips 66 (PSX) | 0.14% | 0% | 5.43% | 2/23/2022 |
 EOG Resources (EOG) | 0.12% | 0% | 6.84% | 3/10/2022 |
 BHP (BHP) | 0.12% | 0.69% | 10.36% | - |
 Lockheed Martin (LMT) | 0.11% | 0% | 2.41% | 1/24/2022 |
 Rio Tinto (RIO) | 0.08% | 1.96% | 9.26% | - |
 Boeing (BA) | 0.06% | 0% | 2.41% | 1/24/2022 |
 AMD (AMD) | 0.05% | 0% | 2.92% | 11/10/2022 |
 Netflix (NFLX) | 0.04% | 0% | 3.92% | 3/4/2022 |
 Haidilao (06862.HK) | 0.03% | 0% | 2.52% | 1/25/2022 |
 United Airlines (UAL) | 0.03% | 0% | 2.41% | 1/24/2022 |
 Dogecoin (DOGE) | 0.03% | 0% | 4.12% | 3/4/2022 |
 ZTE (00763.HK) | 0.03% | 0% | 1.21% | 3/29/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.03% | 0% | 4.93% | 11/10/2023 |
 Verizon (VZ) | 0.02% | 1.55% | 1.31% | - |
 Polkadot (DOT) | 0.02% | 0% | 3.32% | 3/4/2022 |
 FedEx (FDX) | 0.01% | 0% | 0.4% | 3/21/2023 |
 Ping An (2318.HK) | 0% | 0% | 0.2% | 9/18/2022 |
 Moderna (MRNA) | 0% | 0% | 0.1% | 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% |