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Portfolio Diversification
Range
Most Diversified
28 instruments
March 3, 2022
Least Diversified
0 instruments
November 12, 2025
Average
16.3 instruments
Most Consistent Holdings
Top 5
VOO92.75%
AAPL81.84%
1398.HK79.13%
GOOG67.91%
NEE67.78%
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) | 25.66% | 28.99% | 92.75% | - |
 Tesla (TSLA) | 5.42% | 0% | 48.42% | 4/10/2024 |
| Alphabet (GOOG) | 5.16% | 2.67% | 67.91% | - |
| ICBC (1398.HK) | 4.58% | 2.4% | 79.13% | - |
| NextEra (NEE) | 3.86% | 2.38% | 67.78% | - |
 American Water (AWK) | 2.95% | 2.43% | 54.79% | - |
 Microsoft (MSFT) | 2.8% | 4.01% | 62.36% | - |
| Apple (AAPL) | 2.78% | 3.06% | 81.84% | - |
 Meta (META) | 2.64% | 0.94% | 50.5% | - |
 China Railway (0390.HK) | 2.47% | 0% | 32.6% | 5/13/2025 |
 Bank of America (BAC) | 2.45% | 0% | 55.55% | 8/25/2025 |
 China Railway Construction (1186.HK) | 2.4% | 0% | 33.48% | 11/13/2023 |
 Invesco QQQ (QQQ) | 2.25% | 3.86% | 52.08% | - |
 TSMC (TSM) | 1.98% | 3.67% | 62.11% | - |
 AEP (AEP) | 1.92% | 2.05% | 55.17% | - |
 Bank of China (3988.HK) | 1.9% | 0% | 30.77% | 11/1/2023 |
 Intel (INTC) | 1.65% | 0% | 21.37% | 6/7/2023 |
 UnitedHealth (UNH) | 1.6% | 2.34% | 24.09% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.36% | 0% | 27.81% | 8/1/2025 |
 CK Hutchison (00001.HK) | 1.36% | 0% | 24.34% | 11/13/2023 |
 ASML (ASML) | 1.22% | 1.75% | 32.09% | - |
 JetBlue (JBLU) | 1.08% | 0% | 25.41% | 11/7/2023 |
 Alibaba (BABA) | 1.07% | 0% | 25.35% | 11/13/2023 |
 Essential Utilities (WTRG) | 1.06% | 0% | 30.77% | 5/13/2025 |
 Pfizer (PFE) | 0.97% | 0% | 24.27% | 4/16/2024 |
 Xiaomi (1810.HK) | 0.88% | 0% | 16.14% | 8/20/2023 |
 BYD (01211.HK) | 0.81% | 0% | 22.45% | 4/26/2024 |
 NVIDIA (NVDA) | 0.75% | 2.63% | 35.31% | - |
 Shopify (SHOP) | 0.68% | 0% | 14.38% | 9/20/2022 |
 Southwest (LUV) | 0.67% | 0% | 17.15% | 3/17/2023 |
 Nio (NIO) | 0.62% | 0% | 9.08% | 8/14/2023 |
 McDonald's (MCD) | 0.55% | 1.49% | 20.68% | - |
 BMW (BMW.DE) | 0.54% | 0% | 12.17% | 9/21/2022 |
 Bitcoin (BTC) | 0.52% | 0.79% | 33.04% | - |
 Alibaba (9988.HK) | 0.48% | 0% | 14.94% | 8/29/2022 |
 Berkshire Hathaway (BRK.B) | 0.47% | 1.42% | 22.57% | - |
 China Telecom (0728.HK) | 0.46% | 0% | 8.64% | 5/18/2022 |
 Mercedes-Benz (MBG.DE) | 0.45% | 0% | 12.17% | 9/21/2022 |
 Rio Tinto (RIO) | 0.44% | 0% | 18.79% | 5/14/2025 |
 Teva (TEVA) | 0.41% | 0% | 9.08% | 8/14/2023 |
 Visa (V) | 0.35% | 2.49% | 13.93% | - |
 Qualcomm (QCOM) | 0.35% | 0% | 14.31% | 4/25/2024 |
 Verizon (VZ) | 0.3% | 0% | 13.68% | 5/13/2025 |
 Ethereum (ETH) | 0.28% | 0% | 9.71% | 6/23/2023 |
 GM (GM) | 0.24% | 0% | 4.67% | 11/13/2023 |
 RH (RH) | 0.21% | 0% | 5.3% | 6/14/2023 |
 BHP (BHP) | 0.19% | 0% | 19.42% | 5/13/2025 |
 GameStop (GME) | 0.19% | 0% | 8.26% | 8/22/2023 |
 Mastercard (MA) | 0.18% | 1.18% | 7.31% | - |
 Occidental (OXY) | 0.16% | 0% | 23.39% | 4/1/2026 |
 iShares Global clean energy ETF (ICLN) | 0.14% | 0% | 4.16% | 11/13/2023 |
 Coca-Cola (KO) | 0.13% | 0% | 11.6% | 2/11/2025 |
 Lennar (LEN) | 0.11% | 0% | 13.43% | 3/30/2026 |
 Moody's (MCO) | 0.11% | 0% | 3.91% | 3/3/2022 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0.1% | 0% | 3.91% | 11/10/2023 |
 Phillips 66 (PSX) | 0.09% | 0% | 3.4% | 2/23/2022 |
 EOG Resources (EOG) | 0.08% | 0% | 4.29% | 3/10/2022 |
 Lockheed Martin (LMT) | 0.07% | 0% | 1.51% | 1/24/2022 |
 ExxonMobil (XOM) | 0.04% | 0% | 7.31% | 8/22/2025 |
 Boeing (BA) | 0.04% | 0% | 1.51% | 1/24/2022 |
 D.R. Horton (DHI) | 0.04% | 0% | 5.23% | 11/20/2025 |
 AMD (AMD) | 0.03% | 0% | 1.83% | 11/10/2022 |
 Netflix (NFLX) | 0.02% | 0% | 2.46% | 3/4/2022 |
 Amazon (AMZN) | 0.02% | 1.38% | 1.26% | - |
 Haidilao (06862.HK) | 0.02% | 0% | 1.58% | 1/25/2022 |
 United Airlines (UAL) | 0.02% | 0% | 1.51% | 1/24/2022 |
 Dogecoin (DOGE) | 0.02% | 0% | 2.59% | 3/4/2022 |
 ZTE (00763.HK) | 0.02% | 0% | 0.76% | 3/29/2023 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.02% | 0% | 3.09% | 11/10/2023 |
 Broadcom (AVGO) | 0.01% | 0.69% | 1.26% | - |
 Polkadot (DOT) | 0.01% | 0% | 2.08% | 3/4/2022 |
 Bank of America (BAC.RTH) | 0.01% | 0% | 0.88% | 3/30/2026 |
 FedEx (FDX) | 0.01% | 0% | 0.25% | 3/21/2023 |
 Constellation Energy (CEG) | 0.01% | 0.88% | 0.57% | - |
 JPMorgan (JPM) | 0% | 1.04% | 0.25% | - |
 Ping An (2318.HK) | 0% | 0% | 0.13% | 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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