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Portfolio Diversification
Range
Most Diversified
35 instruments
July 7, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26.8 instruments
Most Consistent Holdings
Top 5
1988.HK99.17%
2238.HK99.17%
TBLT86.54%
DIS85.42%
JNJ85.42%
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 |
|---|---|---|---|---|
 Dynatrace (DT) | 10.88% | 0% | 85.42% | 1/22/2026 |
| China Minsheng Bank (1988.HK) | 10.78% | 69.25% | 99.17% | - |
 Realty Income (O) | 6.85% | 0% | 54.37% | 1/22/2026 |
| Disney (DIS) | 5.95% | 0% | 85.42% | 1/22/2026 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 5.71% | 0% | 85.42% | 1/22/2026 |
 Microsoft (MSFT) | 5.3% | 0% | 72.61% | 6/23/2025 |
| GAC (2238.HK) | 4.9% | 25.97% | 99.17% | - |
 Pinterest (PINS) | 3.49% | 0% | 85.42% | 1/22/2026 |
 Siemens Energy (ENR.DE) | 3.45% | 0% | 49.59% | 1/27/2025 |
 AT&T (T.US) | 3% | 0% | 40.91% | 5/29/2025 |
 MercadoLibre (MELI) | 2.62% | 0% | 85.42% | 1/22/2026 |
 Opendoor (OPEN) | 2.61% | 0% | 62.16% | 1/22/2026 |
 Siemens (SIE.DE) | 2.38% | 0% | 79.52% | 1/22/2026 |
 Agile Therapeutics (AGRX) | 2.13% | 0% | 55.49% | 8/29/2024 |
 Alteryx Inc. (AYX) | 2.08% | 0% | 46.04% | 3/21/2024 |
 Roku (ROKU) | 2.06% | 0% | 85.42% | 1/22/2026 |
 Alphabet (GOOG) | 1.96% | 0% | 79.52% | 1/22/2026 |
 ARMOUR Residential REIT (ARR) | 1.94% | 0% | 85.42% | 1/22/2026 |
| Johnson & Johnson (JNJ) | 1.88% | 0% | 85.42% | 1/22/2026 |
 Crocs (CROX) | 1.87% | 0% | 44.45% | 3/13/2024 |
 ARK Next Generation Internet ETF (ARKW) | 1.74% | 0% | 85.42% | 1/22/2026 |
 Vale (VALE) | 1.68% | 0% | 85.42% | 1/22/2026 |
 ARK Innovation ETF (ARKK) | 1.68% | 0% | 85.42% | 1/22/2026 |
 Micron (MU) | 1.63% | 0% | 68.36% | 6/23/2025 |
 Samsung (SMSN.L) | 1.23% | 0% | 85.42% | 1/22/2026 |
 AGNC (AGNC) | 1.18% | 0% | 85.42% | 1/22/2026 |
 Renault (RNO.PA) | 0.89% | 0% | 85.36% | 1/22/2026 |
 Boxlight (BOXL) | 0.73% | 0% | 85.42% | 1/22/2026 |
 SAP (SAP.DE) | 0.63% | 0% | 17.71% | 2/22/2023 |
 Jumia (JMIA) | 0.48% | 0% | 85.42% | 1/22/2026 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.4% | 0% | 12.16% | 7/26/2022 |
 Bradesco (BBD) | 0.36% | 0% | 4.9% | 3/25/2022 |
 Warner Bros Discovery (WBD) | 0.27% | 0% | 79.46% | 1/22/2026 |
 Icahn Enterprises (IEP) | 0.27% | 0% | 3.66% | 3/3/2022 |
 Teladoc (TDOC) | 0.22% | 0% | 85.42% | 1/22/2026 |
 KeyCorp (KEY) | 0.16% | 0% | 1.53% | 8/1/2023 |
 Skillz (FIRY) | 0.14% | 0% | 85.42% | 1/22/2026 |
 NeueHealth (NEUE) | 0.13% | 0% | 77.98% | 10/3/2025 |
| ToughBuilt (TBLT) | 0.1% | 0% | 34% | 8/28/2023 |
 Discovery Inc (DISCA) | 0.05% | 0% | 5.96% | 4/12/2022 |
 Kinross Gold (KGC) | 0.05% | 0% | 1% | 2/8/2022 |
 Deere (DE) | 0.01% | 0% | 0.3% | 1/5/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ARK Blockchain & Fintech Innovation ETF (ARKF) | 12.65% | 15.58% |
| Opendoor (OPEN) | 3.16% | 12.57% |
| Realty Income (O) | 7.9% | 9.06% |
| Alphabet (GOOG) | 2.53% | 7.34% |
| Siemens (SIE.DE) | 2.53% | 6.52% |
| ARK Next Generation Internet ETF (ARKW) | 4.4% | 5.01% |
| Roku (ROKU) | 10.75% | 4.56% |
| MercadoLibre (MELI) | 2.2% | 4.19% |
| ARK Innovation ETF (ARKK) | 4.74% | 4.09% |
| Johnson & Johnson (JNJ) | 2.53% | 3.9% |
| Samsung (SMSN.L) | 2.53% | 3.27% |
| China Minsheng Bank (1988.HK) | 2.53% | 2.81% |
| Dynatrace (DT) | 2.53% | 2.77% |
| ARMOUR Residential REIT (ARR) | 4.68% | 2.75% |
| Vale (VALE) | 2.53% | 2.26% |
| AGNC (AGNC) | 2.53% | 2.05% |
| Disney (DIS) | 2.53% | 1.88% |
| Jumia (JMIA) | 2.53% | 1.68% |
| GAC (2238.HK) | 2.53% | 1.53% |
| Renault (RNO.PA) | 1.26% | 1.44% |
| Pinterest (PINS) | 2.53% | 1.13% |
| Warner Bros Discovery (WBD) | 1.26% | 1.04% |
| Teladoc (TDOC) | 2.53% | 0.11% |
| Skillz (FIRY) | 2.53% | 0.05% |
| Boxlight (BOXL) | 6.32% | 0.02% |
| ToughBuilt (TBLT) | 3.29% | 0% |
Cash & Instruments Over Time
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