Portfolio Diversification
Range
Most Diversified
33 instruments
January 25, 2022
Least Diversified
0 instruments
February 2, 2025
Average
21.3 instruments
Most Consistent Holdings
Top 5
SHEL97.08%
9988.HK95.8%
CVX88.87%
0700.HK88.23%
GOOG81.2%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Shell (SHEL) | 8.1% | 0% | 97.08% | 2/1/2025 |
| Alphabet (GOOG) | 5.64% | 0% | 81.2% | 7/10/2024 |
| Alibaba (9988.HK) | 5.17% | 0% | 95.8% | 2/1/2025 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 5.02% | 0% | 66.51% | 2/1/2025 |
 Disney (DIS) | 4.97% | 0% | 80.57% | 2/1/2025 |
| Chevron (CVX) | 4.96% | 0% | 88.87% | 2/1/2025 |
 Meta (META) | 4.85% | 0% | 77.55% | 8/5/2024 |
 MAA (MAA) | 3.91% | 0% | 57.66% | 2/1/2025 |
 Energy Select Sector SPDR (XLE) | 3.84% | 0% | 59.67% | 2/1/2025 |
 Silver (Non Expiry) (SILVER) | 3.49% | 0% | 56.84% | 5/17/2024 |
 United States Oil Fund (USO) | 3.26% | 0% | 42.97% | 5/12/2023 |
 Adidas (ADS.DE) | 3.23% | 0% | 62.86% | 8/5/2024 |
| Tencent (0700.HK) | 3.04% | 0% | 88.23% | 9/25/2024 |
 Shopify (SHOP) | 2.64% | 0% | 54.84% | 7/24/2024 |
 iShares China Large-Cap ETF (FXI) | 2.29% | 0% | 56.39% | 2/1/2025 |
 Amazon (AMZN) | 2.27% | 0% | 69.16% | 3/4/2024 |
 Bank of America (BAC) | 2.03% | 0% | 52.46% | 7/24/2024 |
 Occidental (OXY) | 1.74% | 0% | 36.41% | 2/1/2025 |
 Petrobras (PBR.A) | 1.7% | 0% | 42.88% | 2/1/2025 |
 Starbucks (SBUX) | 1.62% | 0% | 50.64% | 2/1/2025 |
 Energy Transfer (ET) | 1.43% | 0% | 20.44% | 8/16/2022 |
 Bitcoin (BTC) | 1.34% | 0% | 35.68% | 2/1/2025 |
 Orsted (ORSTED.CO) | 1.34% | 0% | 29.84% | 12/13/2022 |
 Arch Resources (ARCH) | 1.05% | 0% | 30.66% | 5/12/2023 |
 TSMC (TSM) | 1.01% | 0% | 26% | 10/27/2022 |
 Microsoft (MSFT) | 0.88% | 0% | 36.95% | 4/12/2023 |
 Visa (V) | 0.86% | 0% | 35.4% | 1/13/2025 |
 Ethereum (ETH) | 0.76% | 0% | 38.59% | 2/1/2025 |
 Freeport-McMoRan (FCX) | 0.73% | 0% | 23.45% | 2/1/2025 |
 iShares Silver Trust (SLV) | 0.67% | 0% | 14.42% | 6/8/2022 |
 Gold (Non Expiry) (GOLD) | 0.54% | 0% | 17.52% | 3/15/2023 |
 Raytheon (RTX) | 0.52% | 0% | 19.43% | 8/4/2022 |
 ExxonMobil (XOM) | 0.51% | 0% | 27.74% | 2/1/2025 |
 Royal Dutch Shell A (ADR) (RDS.A) | 0.51% | 0% | 2.83% | 1/31/2022 |
 Swatch (UHR.ZU) | 0.5% | 0% | 21.99% | 8/5/2024 |
 Prudential (PUK) | 0.44% | 0% | 23.54% | 2/1/2025 |
 Santander (SAN.MC) | 0.37% | 0% | 13.59% | 2/1/2025 |
 Nike (NKE) | 0.36% | 0% | 29.56% | 2/1/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.3% | 0% | 19.43% | 1/10/2024 |
 Berkshire Hathaway (BRK.B) | 0.26% | 0% | 11.59% | 11/28/2022 |
 Adobe (ADBE) | 0.23% | 0% | 17.61% | 2/1/2025 |
 PetroChina Company Limited -ADR (PTRCY) | 0.23% | 0% | 15.05% | 8/10/2022 |
 Baidu (BIDU) | 0.2% | 0% | 9.76% | 4/18/2022 |
 Build and Build (BNB) | 0.2% | 0% | 22.35% | 12/4/2024 |
 BMW (BMW.DE) | 0.2% | 0% | 12.77% | 2/1/2025 |
 KraneShares CSI China Internet (KWEB) | 0.19% | 0% | 9.76% | 4/18/2022 |
 International Paper (IP) | 0.19% | 0% | 19.43% | 8/4/2022 |
 McDonald's (MCD) | 0.18% | 0% | 4.84% | 8/5/2024 |
 Aramco (SAOC) | 0.18% | 0% | 11.31% | 5/4/2023 |
 Enphase (ENPH) | 0.16% | 0% | 13.69% | 12/14/2023 |
 Ford (F) | 0.15% | 0% | 13.78% | 7/12/2024 |
 Apple (AAPL) | 0.15% | 0% | 10.49% | 7/29/2022 |
 Novo-Nordisk (NVO) | 0.12% | 0% | 17.24% | 2/1/2025 |
 PayPal (PYPL) | 0.12% | 0% | 9.95% | 4/20/2022 |
 Sinopec (0386.HK) | 0.12% | 0% | 12.41% | 8/11/2022 |
 SPDR Gold (GLD) | 0.12% | 0% | 9.12% | 4/11/2022 |
 iShares MSCI India ETF (INDA) | 0.12% | 0% | 6.02% | 2/1/2025 |
 Alpha Metallurgical (AMR) | 0.11% | 0% | 6.75% | 11/24/2023 |
 Aurubis (NDA.DE) | 0.11% | 0% | 8.85% | 11/16/2022 |
 Waste Management (WM) | 0.09% | 0% | 8.58% | 4/5/2022 |
 Transocean (RIG) | 0.07% | 0% | 5.93% | 3/7/2022 |
 Lowe's (LOW) | 0.06% | 0% | 4.29% | 5/16/2022 |
 Haidilao (06862.HK) | 0.06% | 0% | 5.02% | 2/24/2022 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.05% | 0% | 8.21% | 4/29/2022 |
 SolarEdge (SEDG) | 0.05% | 0% | 4.84% | 2/5/2024 |
 Oatly (OTLY) | 0.05% | 0% | 5.66% | 2/5/2024 |
 Dell (DELL) | 0.04% | 0% | 10.13% | 5/3/2022 |
 Marriott (MAR) | 0.04% | 0% | 3.1% | 7/26/2022 |
 Crocs (CROX) | 0.03% | 0% | 1.92% | 8/15/2022 |
 Ping An (2318.HK) | 0.03% | 0% | 14.42% | 8/11/2022 |
 Domino's (DPZ) | 0.03% | 0% | 3.19% | 5/3/2022 |
 Tencent Music (TME) | 0.03% | 0% | 3.38% | 7/1/2022 |
 Teladoc (TDOC) | 0.03% | 0% | 2.46% | 1/27/2022 |
 Cardano (ADA) | 0.02% | 0% | 5.02% | 2/24/2022 |
 Garmin (GRMN) | 0.02% | 0% | 1.73% | 6/8/2022 |
 Goodyear (GT) | 0.02% | 0% | 3.92% | 5/3/2022 |
 Gilead Sciences (GILD) | 0.02% | 0% | 1.55% | 4/22/2022 |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.01% | 0% | 0.64% | 2/14/2022 |
 Netflix (NFLX) | 0.01% | 0% | 0.64% | 7/26/2022 |
 Meituan (03690.HK) | 0% | 0% | 3.28% | 5/5/2023 |
 Merck (MRK) | 0% | 0% | 0.36% | 8/5/2024 |
 Decentraland (MANA) | 0% | 0% | 2.74% | 1/30/2022 |
 Grab (GRAB) | 0% | 0% | 0.27% | 2/1/2025 |
 Axie Infinity (AXS) | 0% | 0% | 3.38% | 2/6/2022 |
 VanEck Vectors Russia ETF (RSX) | 0% | 0% | 0.09% | 3/2/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P Oil & Gas Exploration & Prod (XOP) | 11.33% | 10.44% |
| Energy Select Sector SPDR (XLE) | 7.55% | 7.22% |
| Shell (SHEL) | 5.98% | 6.54% |
| Occidental (OXY) | 7.03% | 5.94% |
| MAA (MAA) | 5.1% | 5.43% |
| Chevron (CVX) | 5.85% | 5.38% |
| Ethereum (ETH) | 4.92% | 5.24% |
| Petrobras (PBR.A) | 5.87% | 5.04% |
| Visa (V) | 3.97% | 4.93% |
| Disney (DIS) | 4.53% | 4.77% |
| Bitcoin (BTC) | 2.83% | 4.16% |
| Starbucks (SBUX) | 3.97% | 4.04% |
| iShares China Large-Cap ETF (FXI) | 3.56% | 3.66% |
| Santander (SAN.MC) | 3.02% | 3.2% |
| Prudential (PUK) | 3.02% | 2.68% |
| Nike (NKE) | 2.62% | 2.41% |
| BMW (BMW.DE) | 1.89% | 2.12% |
| iShares MSCI India ETF (INDA) | 2.07% | 2.11% |
| ExxonMobil (XOM) | 1.89% | 1.84% |
| Adobe (ADBE) | 1.89% | 1.76% |
| Alibaba (9988.HK) | 1.51% | 1.51% |
| Novo-Nordisk (NVO) | 1.29% | 1.03% |