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Portfolio Diversification
Range
Most Diversified
55 instruments
January 1, 2022
Least Diversified
25 instruments
February 25, 2026
Average
48.5 instruments
Most Consistent Holdings
Top 5
BA100%
JNJ100%
JPM100%
PFE100%
BIDU100%
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 |
|---|---|---|---|---|
| JPMorgan (JPM) | 7.84% | 18.22% | 100% | - |
 Costco (COST) | 7.48% | 16.36% | 100% | - |
 Microsoft (MSFT) | 7.32% | 11.22% | 98.59% | - |
 Wells Fargo (WFC) | 5.31% | 14.67% | 100% | - |
 Raytheon (RTX) | 3.91% | 0% | 95.52% | 1/5/2026 |
| Johnson & Johnson (JNJ) | 3.53% | 5.63% | 100% | - |
| Pfizer (PFE) | 3.4% | 4.95% | 100% | - |
 AstraZeneca (AZN.L) | 3.3% | 0% | 85.41% | 8/1/2025 |
 Rolls-Royce (RR.L) | 3.27% | 0% | 71.49% | 9/15/2025 |
 Target (TGT) | 3.07% | 2.88% | 100% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.99% | 6% | 100% | - |
 Kroger (KR) | 2.51% | 7.77% | 62.85% | - |
 Coca-Cola (KO) | 2.27% | 0% | 72.96% | 1/27/2025 |
 Apple (AAPL) | 2.25% | 0% | 56.22% | 5/20/2024 |
 Ford (F) | 2.11% | 0% | 97.39% | 1/27/2026 |
 BlackRock (BLK) | 2.07% | 0% | 87.55% | 9/2/2025 |
 Amazon (AMZN) | 1.98% | 0% | 69.61% | 8/15/2025 |
| Boeing (BA) | 1.87% | 2.76% | 100% | - |
 BAT (BATS.L) | 1.73% | 0% | 86.08% | 8/11/2025 |
 Unilever (ULVR.L) | 1.49% | 0% | 84.67% | 7/21/2025 |
 McDonald's (MCD) | 1.41% | 0% | 59.57% | 7/10/2024 |
 Berkshire Hathaway (BRK.B) | 1.4% | 0% | 31.06% | 5/5/2023 |
 American Airlines (AAL) | 1.38% | 1.23% | 100% | - |
 Scottish Mortgage (SMT.L) | 1.31% | 0% | 86.81% | 8/22/2025 |
 Norwegian Cruise Line (NCLH) | 1.29% | 1.56% | 100% | - |
| Baidu (BIDU) | 1.27% | 1.42% | 100% | - |
 Starbucks (SBUX) | 1.09% | 0% | 75.3% | 3/3/2025 |
 Alibaba (9988.HK) | 1.08% | 1.58% | 100% | - |
 NVIDIA (NVDA) | 1.06% | 0% | 20.88% | 12/4/2025 |
 Broadcom (AVGO) | 1.05% | 0% | 23.76% | 8/7/2025 |
 Lockheed Martin (LMT) | 1.02% | 0% | 60.51% | 7/24/2024 |
 Delta (DAL) | 0.97% | 0% | 56.83% | 5/30/2024 |
 Diageo (DGE.L) | 0.93% | 0.57% | 93.78% | - |
 BAE Systems (BA.L) | 0.83% | 0% | 37.95% | 7/21/2025 |
 Visa (V) | 0.74% | 0% | 30.39% | 9/25/2024 |
 Yadea (1585.HK) | 0.73% | 0.66% | 100% | - |
 Royal Caribbean (RCL) | 0.72% | 0% | 40.23% | 9/22/2023 |
 China Southern Airlines (01055.HK) | 0.71% | 0% | 96.99% | 1/21/2026 |
 Mastercard (MA) | 0.65% | 0% | 24.5% | 9/25/2024 |
 ANZ (ANZ.ASX) | 0.51% | 0% | 33.13% | 7/21/2025 |
 ARK Innovation ETF (ARKK) | 0.5% | 1.01% | 100% | - |
 Xinyi Solar (0968.HK) | 0.49% | 0.27% | 100% | - |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.48% | 0% | 86.81% | 8/22/2025 |
 ARK Next Generation Internet ETF (ARKW) | 0.47% | 0% | 86.81% | 8/22/2025 |
 UiPath (PATH) | 0.39% | 0.31% | 100% | - |
 Cisco (CSCO) | 0.38% | 0% | 7.83% | 12/8/2025 |
 Eli Lilly (LLY) | 0.36% | 0% | 12.85% | 12/9/2024 |
 Bank of America (BAC) | 0.34% | 0% | 17.27% | 8/21/2025 |
 Fortinet (FTNT) | 0.31% | 0% | 15.8% | 1/24/2024 |
 Plug Power (PLUG) | 0.3% | 0.11% | 100% | - |
 Walmart (WMT) | 0.3% | 0% | 13.52% | 9/8/2025 |
 Invesco DB Agriculture Fund (DBA) | 0.27% | 0% | 14.32% | 8/29/2025 |
 3i (III.L) | 0.27% | 0% | 13.86% | 9/8/2025 |
 Ping An Healthcare (1833.HK) | 0.26% | 0.22% | 100% | - |
 Nio (NIO) | 0.25% | 0% | 86.75% | 8/21/2025 |
 TSMC (TSM) | 0.24% | 0% | 13.65% | 6/27/2025 |
 Alphabet (GOOG) | 0.24% | 0% | 10.24% | 12/21/2023 |
 NetEase (NTES) | 0.24% | 0% | 37.82% | 8/14/2023 |
 ZTE (00763.HK) | 0.23% | 0% | 34.34% | 6/23/2023 |
 Alibaba Health (00241.HK) | 0.23% | 0.28% | 100% | - |
 Imperial Brands (IMB.L) | 0.23% | 0% | 22.82% | 8/20/2025 |
 Bitcoin (BTC) | 0.22% | 0% | 14.73% | 5/13/2025 |
 SunPower (SPWRQ) | 0.22% | 0% | 61.78% | 8/12/2024 |
 BYD (01211.HK) | 0.22% | 0% | 12.92% | 7/13/2022 |
 GCL (3800.HK) | 0.21% | 0% | 14.06% | 8/1/2022 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.2% | 0% | 10.24% | 12/13/2024 |
 JB Hi-Fi (JBH.ASX) | 0.19% | 0% | 13.65% | 3/11/2024 |
 Beyond Meat (BYND) | 0.19% | 0% | 93.11% | 11/24/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.18% | 0% | 37.82% | 8/14/2023 |
 Virgin Galactic (SPCE) | 0.18% | 0.02% | 100% | - |
 China Overseas (0688.HK) | 0.17% | 0% | 18.94% | 10/24/2022 |
 Hilton (HLT) | 0.17% | 0% | 10.24% | 10/9/2023 |
 AT&T (T) | 0.14% | 0% | 17.74% | 6/3/2024 |
 Shopify (SHOP) | 0.1% | 0% | 3.48% | 11/14/2023 |
 Mizuho Financial Group (MFG) | 0.09% | 0% | 12.18% | 6/2/2025 |
 Barrick (B) | 0.08% | 0% | 4.22% | 5/9/2025 |
 Novo-Nordisk (NVO) | 0.08% | 0% | 4.62% | 12/20/2023 |
 BioNano (BNGO) | 0.07% | 0% | 60.64% | 8/2/2024 |
 Aramco (SAOC) | 0.05% | 0% | 3.48% | 2/21/2022 |
 Scotiabank (BNS) | 0.02% | 0% | 2.07% | 8/22/2025 |
 Dogecoin (DOGE) | 0.01% | 0% | 51.27% | 3/7/2024 |
 Jaguar Health (JAGX) | 0.01% | 0% | 26.37% | 2/22/2023 |
 Qantas (QAN.ASX) | 0.01% | 0% | 1.81% | 5/30/2024 |
 Gevo (GEVO) | 0% | 0% | 1.41% | 1/21/2022 |
 Flare (FLR) | 0% | 0% | 7.7% | 5/31/2023 |
 FedEx (FDX) | 0% | 0% | 0.13% | 6/25/2025 |
 BHP (BHP.ASX) | 0% | 0.23% | 0.27% | - |
 Storj (STORJ) | 0% | 0% | 0.2% | 12/21/2023 |
 Songbird (SGB) | 0% | 0% | 0.13% | 11/18/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JPMorgan (JPM) | 10.32% | 17.57% |
| Wells Fargo (WFC) | 8.52% | 12.79% |
| Raytheon (RTX) | 12% | 12.27% |
| Costco (COST) | 8.88% | 12.23% |
| Microsoft (MSFT) | 9.12% | 8.51% |
| ProShares UltraPro QQQ (TQQQ) | 2.88% | 5.75% |
| Kroger (KR) | 4.8% | 5.67% |
| Johnson & Johnson (JNJ) | 3.12% | 4.19% |
| Pfizer (PFE) | 5.33% | 3.95% |
| Ford (F) | 2.88% | 2.81% |
| Boeing (BA) | 2.88% | 2.25% |
| Target (TGT) | 3.48% | 2.02% |
| Norwegian Cruise Line (NCLH) | 1.92% | 1.5% |
| Alibaba (9988.HK) | 2.64% | 1.48% |
| American Airlines (AAL) | 1.92% | 1.46% |
| Baidu (BIDU) | 2.88% | 1.35% |
| China Southern Airlines (01055.HK) | 0.96% | 1% |
| ARK Innovation ETF (ARKK) | 1.32% | 0.93% |
| Yadea (1585.HK) | 0.96% | 0.57% |
| Diageo (DGE.L) | 1.44% | 0.52% |
| UiPath (PATH) | 1.08% | 0.37% |
| Alibaba Health (00241.HK) | 1.2% | 0.23% |
| Ping An Healthcare (1833.HK) | 1.68% | 0.21% |
| Xinyi Solar (0968.HK) | 1.2% | 0.21% |
| Plug Power (PLUG) | 1.83% | 0.09% |
| Virgin Galactic (SPCE) | 1.75% | 0.02% |
| Jaguar Health (JAGX) | 0.72% | 0% |
| BioNano (BNGO) | 1.2% | 0% |
| SunPower (SPWRQ) | 1.08% | 0% |
Cash & Instruments Over Time
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