Portfolio Diversification
Range
Most Diversified
55 instruments
January 1, 2022
Least Diversified
31 instruments
October 25, 2025
Average
50.4 instruments
Most Consistent Holdings
Top 5
BA100%
JNJ100%
JPM100%
PFE100%
F100%
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 |
|---|---|---|---|---|
 Microsoft (MSFT) | 7.16% | 4.3% | 98.46% | - |
| JPMorgan (JPM) | 6.98% | 13.37% | 100% | - |
 Costco (COST) | 6.92% | 11.01% | 100% | - |
 Wells Fargo (WFC) | 4.57% | 9.92% | 100% | - |
 Raytheon (RTX) | 3.75% | 0% | 99.63% | 10/24/2025 |
 AstraZeneca (AZN.L) | 3.61% | 0% | 93.48% | 8/1/2025 |
 Rolls-Royce (RR.L) | 3.58% | 0% | 78.24% | 9/15/2025 |
| Johnson & Johnson (JNJ) | 3.45% | 3.18% | 100% | - |
| Pfizer (PFE) | 3.33% | 3.27% | 100% | - |
 Target (TGT) | 3.16% | 1.68% | 100% | - |
 ProShares UltraPro QQQ (TQQQ) | 2.72% | 5.46% | 100% | - |
 Coca-Cola (KO) | 2.48% | 0% | 79.85% | 1/27/2025 |
 Apple (AAPL) | 2.47% | 0% | 61.54% | 5/20/2024 |
 BlackRock (BLK) | 2.27% | 0% | 95.82% | 9/2/2025 |
 Kroger (KR) | 2.19% | 5.16% | 59.34% | - |
 Amazon (AMZN) | 2.16% | 0% | 76.19% | 8/15/2025 |
| Ford (F) | 2.13% | 2.36% | 100% | - |
 BAT (BATS.L) | 1.9% | 0% | 94.21% | 8/11/2025 |
| Boeing (BA) | 1.83% | 1.95% | 100% | - |
 Unilever (ULVR.L) | 1.63% | 0% | 92.67% | 7/21/2025 |
 McDonald's (MCD) | 1.54% | 0% | 65.2% | 7/10/2024 |
 Berkshire Hathaway (BRK.B) | 1.53% | 0% | 33.99% | 5/5/2023 |
 Scottish Mortgage (SMT.L) | 1.43% | 0% | 95.02% | 8/22/2025 |
 American Airlines (AAL) | 1.38% | 1.02% | 100% | - |
 Norwegian Cruise Line (NCLH) | 1.27% | 1.27% | 100% | - |
 Baidu (BIDU) | 1.26% | 1.1% | 100% | - |
 Starbucks (SBUX) | 1.2% | 0% | 82.42% | 3/3/2025 |
 Broadcom (AVGO) | 1.15% | 0% | 26.01% | 8/7/2025 |
 Lockheed Martin (LMT) | 1.11% | 0% | 66.23% | 7/24/2024 |
 Delta (DAL) | 1.06% | 0% | 62.2% | 5/30/2024 |
 Alibaba (9988.HK) | 1.03% | 1.49% | 100% | - |
 Diageo (DGE.L) | 0.97% | 0.51% | 93.19% | - |
 BAE Systems (BA.L) | 0.9% | 0% | 41.54% | 7/21/2025 |
 NVIDIA (NVDA) | 0.88% | 11.13% | 20.22% | - |
 Visa (V) | 0.81% | 0% | 33.26% | 9/25/2024 |
 Royal Caribbean (RCL) | 0.79% | 0% | 44.03% | 9/22/2023 |
 Yadea (1585.HK) | 0.74% | 0.53% | 100% | - |
 China Southern Airlines (01055.HK) | 0.73% | 0.69% | 100% | - |
 Mastercard (MA) | 0.71% | 0% | 26.81% | 9/25/2024 |
 ANZ (ANZ.ASX) | 0.56% | 0% | 36.26% | 7/21/2025 |
 ARK Fintech Innovation ETF (ARKF) | 0.52% | 0% | 95.02% | 8/22/2025 |
 ARK Next Generation Internet ETF (ARKW) | 0.52% | 0% | 95.02% | 8/22/2025 |
 Xinyi Solar (0968.HK) | 0.51% | 0.21% | 100% | - |
 ARK Innovation ETF (ARKK) | 0.46% | 0.91% | 100% | - |
 UiPath (PATH) | 0.4% | 0.31% | 100% | - |
 Eli Lilly (LLY) | 0.39% | 0% | 14.07% | 12/9/2024 |
 Bank of America (BAC) | 0.37% | 0% | 18.9% | 8/21/2025 |
 Fortinet (FTNT) | 0.34% | 0% | 17.29% | 1/24/2024 |
 Walmart (WMT) | 0.33% | 0% | 14.8% | 9/8/2025 |
 Plug Power (PLUG) | 0.32% | 0.1% | 100% | - |
 Invesco DB Agriculture Fund (DBA) | 0.3% | 0% | 15.68% | 8/29/2025 |
 3i (III) | 0.29% | 0% | 15.16% | 9/8/2025 |
 Nio (NIO) | 0.28% | 0% | 94.95% | 8/21/2025 |
 TSMC (TSM) | 0.27% | 0% | 14.95% | 6/27/2025 |
 Alphabet (GOOG) | 0.27% | 0% | 11.21% | 12/21/2023 |
 Ping An Healthcare (1833.HK) | 0.27% | 0.18% | 100% | - |
 Cisco (CSCO) | 0.26% | 5.01% | 5.64% | - |
 NetEase (NTES) | 0.26% | 0% | 41.39% | 8/14/2023 |
 ZTE (00763.HK) | 0.26% | 0% | 37.58% | 6/23/2023 |
 Imperial Brands (IMB.L) | 0.25% | 0% | 24.98% | 8/20/2025 |
 Bitcoin (BTC) | 0.24% | 0% | 16.12% | 5/13/2025 |
 SunPower (SPWRQ) | 0.24% | 0% | 67.62% | 8/12/2024 |
 BYD (01211.HK) | 0.24% | 0% | 14.14% | 7/13/2022 |
 GCL (3800.HK) | 0.23% | 0% | 15.38% | 8/1/2022 |
 Alibaba Health (00241.HK) | 0.23% | 0.23% | 100% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.22% | 0% | 11.21% | 12/13/2024 |
 JB Hi-Fi (JBH.ASX) | 0.21% | 0% | 14.95% | 3/11/2024 |
 Beyond Meat (BYND) | 0.2% | 0.02% | 100% | - |
 Activision Blizzard, Inc. (ATVI) | 0.2% | 0% | 41.39% | 8/14/2023 |
 Virgin Galactic (SPCE) | 0.19% | 0.02% | 100% | - |
 China Overseas (0688.HK) | 0.19% | 0% | 20.73% | 10/24/2022 |
 Hilton (HLT) | 0.18% | 0% | 11.21% | 10/9/2023 |
 AT&T (T) | 0.15% | 0% | 19.41% | 6/3/2024 |
 Shopify (SHOP) | 0.11% | 0% | 3.81% | 11/14/2023 |
 Mizuho Financial Group (MFG) | 0.1% | 0% | 13.33% | 6/2/2025 |
 Barrick (B) | 0.08% | 0% | 4.62% | 5/9/2025 |
 Novo-Nordisk (NVO) | 0.08% | 0% | 5.05% | 12/20/2023 |
 BioNano (BNGO) | 0.08% | 0% | 66.37% | 8/2/2024 |
 Aramco (SAOC) | 0.06% | 0% | 3.81% | 2/21/2022 |
 Scotiabank (BNS) | 0.02% | 0% | 2.27% | 8/22/2025 |
 Dogecoin (DOGE) | 0.01% | 0% | 56.12% | 3/7/2024 |
 Jaguar Health (JAGX) | 0.01% | 0% | 28.86% | 2/22/2023 |
 Qantas (QAN.ASX) | 0.01% | 0% | 1.98% | 5/30/2024 |
 Gevo (GEVO) | 0.01% | 0% | 1.54% | 1/21/2022 |
 Flare (FLR) | 0% | 0% | 8.42% | 5/31/2023 |
 FedEx (FDX) | 0% | 0% | 0.15% | 6/25/2025 |
 Storj (STORJ) | 0% | 0% | 0.22% | 12/21/2023 |
 Songbird (SGB) | 0% | 0% | 0.15% | 11/18/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 6.3% | 9.24% |
| Costco (COST) | 3.99% | 8.73% |
| JPMorgan (JPM) | 4.2% | 7.74% |
| Broadcom (AVGO) | 4.2% | 5.63% |
| Rolls-Royce (RR.L) | 2.12% | 5% |
| Kroger (KR) | 4.2% | 4.88% |
| Wells Fargo (WFC) | 3.15% | 4.77% |
| ProShares UltraPro QQQ (TQQQ) | 2.52% | 3.8% |
| Raytheon (RTX) | 2.31% | 3.65% |
| AstraZeneca (AZN.L) | 2.58% | 3.11% |
| Coca-Cola (KO) | 2.62% | 2.93% |
| BlackRock (BLK) | 2.1% | 2.61% |
| Target (TGT) | 3.15% | 2.59% |
| Johnson & Johnson (JNJ) | 2.73% | 2.58% |
| BAT (BATS.L) | 2.31% | 2.25% |
| Pfizer (PFE) | 3.36% | 2.21% |
| Unilever (ULVR.L) | 2.1% | 2.2% |
| Bitcoin (BTC) | 2.35% | 2.15% |
| TSMC (TSM) | 2.1% | 2.02% |
| Amazon (AMZN) | 2.1% | 2.01% |
| Scottish Mortgage (SMT.L) | 2.1% | 1.96% |
| BAE Systems (BA.L) | 2.1% | 1.92% |
| Ford (F) | 2.52% | 1.86% |
| Norwegian Cruise Line (NCLH) | 1.68% | 1.52% |
| American Airlines (AAL) | 1.68% | 1.46% |
| Boeing (BA) | 2.31% | 1.44% |
| ANZ (ANZ.ASX) | 1.26% | 1.21% |
| Starbucks (SBUX) | 1.05% | 0.92% |
| Diageo (DGE.L) | 1.26% | 0.84% |
| Alibaba (9988.HK) | 2.31% | 0.76% |
| Baidu (BIDU) | 2.52% | 0.76% |
| ARK Next Generation Internet ETF (ARKW) | 1.05% | 0.75% |
| ARK Fintech Innovation ETF (ARKF) | 1.05% | 0.74% |
| Mizuho Financial Group (MFG) | 0.73% | 0.7% |
| China Southern Airlines (01055.HK) | 0.84% | 0.62% |
| Yadea (1585.HK) | 0.84% | 0.57% |
| Imperial Brands (IMB.L) | 0.48% | 0.55% |
| ARK Innovation ETF (ARKK) | 1.05% | 0.52% |
| UiPath (PATH) | 0.94% | 0.25% |
| Xinyi Solar (0968.HK) | 1.05% | 0.19% |
| Alibaba Health (00241.HK) | 1.05% | 0.13% |
| Nio (NIO) | 1.05% | 0.1% |
| Ping An Healthcare (1833.HK) | 1.47% | 0.08% |
| Plug Power (PLUG) | 1.57% | 0.06% |
| Beyond Meat (BYND) | 1.36% | 0.04% |
| Virgin Galactic (SPCE) | 1.53% | 0.03% |
| Jaguar Health (JAGX) | 0.63% | 0% |
| BioNano (BNGO) | 1.05% | 0% |
| SunPower (SPWRQ) | 0.94% | 0% |