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Portfolio Diversification
Range
Most Diversified
28 instruments
March 3, 2022
Least Diversified
0 instruments
November 12, 2025
Average
16.7 instruments
Most Consistent Holdings
Top 5
VOO93.03%
AAPL82.98%
1398.HK80.49%
GOOG70.15%
NEE70.03%
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 S&P 500 ETF (VOO) | 26.11% | 32.21% | 93.03% | - |
| Alphabet (GOOG) | 5.11% | 4.72% | 70.15% | - |
 Tesla (TSLA) | 4.99% | 0% | 44.6% | 4/10/2024 |
| ICBC (1398.HK) | 4.41% | 2.47% | 80.49% | - |
| NextEra (NEE) | 3.72% | 2% | 70.03% | - |
 Microsoft (MSFT) | 2.95% | 5.71% | 65.04% | - |
 American Water (AWK) | 2.91% | 2.41% | 58.07% | - |
| Apple (AAPL) | 2.79% | 3.08% | 82.98% | - |
 Meta (META) | 2.65% | 3.1% | 54.12% | - |
 Invesco QQQ (QQQ) | 2.36% | 3.68% | 55.57% | - |
 China Railway (0390.HK) | 2.28% | 0% | 30.02% | 5/13/2025 |
 Bank of America (BAC) | 2.25% | 0% | 51.16% | 8/25/2025 |
 China Railway Construction (1186.HK) | 2.21% | 0% | 30.84% | 11/13/2023 |
 TSMC (TSM) | 2.2% | 5.97% | 64.81% | - |
 AEP (AEP) | 1.92% | 1.83% | 58.42% | - |
 UnitedHealth (UNH) | 1.78% | 4.04% | 29.79% | - |
 Bank of China (3988.HK) | 1.75% | 0% | 28.34% | 11/1/2023 |
 Intel (INTC) | 1.52% | 0% | 19.69% | 6/7/2023 |
 ASML (ASML) | 1.25% | 1.62% | 37.17% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.25% | 0% | 25.61% | 8/1/2025 |
 CK Hutchison (00001.HK) | 1.25% | 0% | 22.42% | 11/13/2023 |
 JetBlue (JBLU) | 1% | 0% | 23.4% | 11/7/2023 |
 Alibaba (BABA) | 0.99% | 0% | 23.34% | 11/13/2023 |
 Essential Utilities (WTRG) | 0.97% | 0% | 28.34% | 5/13/2025 |
 NVIDIA (NVDA) | 0.96% | 4.39% | 40.13% | - |
 Pfizer (PFE) | 0.89% | 0% | 22.36% | 4/16/2024 |
 Xiaomi (1810.HK) | 0.81% | 0% | 14.87% | 8/20/2023 |
 BYD (01211.HK) | 0.74% | 0% | 20.67% | 4/26/2024 |
 Shopify (SHOP) | 0.63% | 0% | 13.24% | 9/20/2022 |
 Southwest (LUV) | 0.62% | 0% | 15.8% | 3/17/2023 |
 Nio (NIO) | 0.57% | 0% | 8.36% | 8/14/2023 |
 McDonald's (MCD) | 0.55% | 0% | 22.18% | 8/3/2026 |
 Berkshire Hathaway (BRK.B) | 0.54% | 1.43% | 28.4% | - |
 Visa (V) | 0.52% | 2.87% | 20.44% | - |
 BMW (BMW.DE) | 0.5% | 0% | 11.21% | 9/21/2022 |
 Bitcoin (BTC) | 0.5% | 0% | 33.45% | 8/1/2026 |
 Alibaba (9988.HK) | 0.44% | 0% | 13.76% | 8/29/2022 |
 China Telecom (0728.HK) | 0.42% | 0% | 7.96% | 5/18/2022 |
 Mercedes-Benz (MBG.DE) | 0.41% | 0% | 11.21% | 9/21/2022 |
 Rio Tinto (RIO) | 0.41% | 0% | 17.31% | 5/14/2025 |
 Teva (TEVA) | 0.38% | 0% | 8.36% | 8/14/2023 |
 Mastercard (MA) | 0.37% | 2.83% | 14.34% | - |
 Qualcomm (QCOM) | 0.32% | 0% | 13.18% | 4/25/2024 |
 Verizon (VZ) | 0.27% | 0% | 12.6% | 5/13/2025 |
 Ethereum (ETH) | 0.26% | 0% | 8.94% | 6/23/2023 |
 GM (GM) | 0.22% | 0% | 4.3% | 11/13/2023 |
 RH (RH) | 0.19% | 0% | 4.88% | 6/14/2023 |
 BHP (BHP) | 0.18% | 0% | 17.89% | 5/13/2025 |
 GameStop (GME) | 0.17% | 0% | 7.61% | 8/22/2023 |
 Occidental (OXY) | 0.15% | 0% | 21.54% | 4/1/2026 |
 iShares Global clean energy ETF (ICLN) | 0.13% | 0% | 3.83% | 11/13/2023 |
 Amazon (AMZN) | 0.12% | 1.35% | 8.77% | - |
 Coca-Cola (KO) | 0.12% | 0% | 10.69% | 2/11/2025 |
 Broadcom (AVGO) | 0.12% | 2.08% | 8.77% | - |
 Lennar (LEN) | 0.1% | 0% | 12.37% | 3/30/2026 |
 Moody's (MCO) | 0.1% | 0% | 3.6% | 3/3/2022 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.09% | 0% | 3.6% | 11/10/2023 |
 Constellation Energy (CEG) | 0.09% | 1.77% | 8.13% | - |
 JPMorgan (JPM) | 0.08% | 1.02% | 7.84% | - |
 Phillips 66 (PSX) | 0.08% | 0% | 3.14% | 2/23/2022 |
 S&P Global (SPGI) | 0.08% | 1.81% | 4.76% | - |
 EOG Resources (EOG) | 0.07% | 0% | 3.95% | 3/10/2022 |
 Lockheed Martin (LMT) | 0.07% | 0% | 1.39% | 1/24/2022 |
 ExxonMobil (XOM) | 0.04% | 0% | 6.74% | 8/22/2025 |
 Boeing (BA) | 0.04% | 0% | 1.39% | 1/24/2022 |
 D.R. Horton (DHI) | 0.04% | 0% | 4.82% | 11/20/2025 |
 AMD (AMD) | 0.03% | 0% | 1.68% | 11/10/2022 |
 Intuitive Surgical (ISRG) | 0.03% | 1.01% | 2.67% | - |
 Netflix (NFLX) | 0.02% | 0% | 2.26% | 3/4/2022 |
 Haidilao (06862.HK) | 0.02% | 0% | 1.45% | 1/25/2022 |
 United Airlines (UAL) | 0.02% | 0% | 1.39% | 1/24/2022 |
 Dogecoin (DOGE) | 0.02% | 0% | 2.38% | 3/4/2022 |
 ZTE (00763.HK) | 0.02% | 0% | 0.7% | 3/29/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.02% | 0% | 2.85% | 11/10/2023 |
 Polkadot (DOT) | 0.01% | 0% | 1.92% | 3/4/2022 |
 Bank of America (BAC.RTH) | 0.01% | 0% | 0.81% | 3/30/2026 |
 FedEx (FDX) | 0.01% | 0% | 0.23% | 3/21/2023 |
 Ping An (2318.HK) | 0% | 0% | 0.12% | 9/18/2022 |
 Moderna (MRNA) | 0% | 0% | 0.06% | 9/20/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 30.36% | 33.18% |
| Alphabet (GOOG) | 4.84% | 7.88% |
| UnitedHealth (UNH) | 9.27% | 7.7% |
| ICBC (1398.HK) | 6.28% | 6.97% |
| NextEra (NEE) | 6.48% | 6.23% |
| Microsoft (MSFT) | 6.06% | 5.31% |
| Invesco QQQ (QQQ) | 4.68% | 4.84% |
| American Water (AWK) | 5.47% | 4.24% |
| TSMC (TSM) | 2.11% | 3.81% |
| NVIDIA (NVDA) | 3.87% | 3.4% |
| Meta (META) | 4.25% | 3.3% |
| Apple (AAPL) | 2.91% | 3.21% |
| Berkshire Hathaway (BRK.B) | 3.96% | 3.05% |
| AEP (AEP) | 2.61% | 2.32% |
| Bitcoin (BTC) | 2.95% | 1.9% |
| Lennar (LEN) | 1.35% | 0.8% |
| Occidental (OXY) | 0.67% | 0.45% |
Cash & Instruments Over Time
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