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Portfolio Diversification
Range
Most Diversified
55 instruments
January 1, 2022
Least Diversified
0 instruments
April 4, 2026
Average
47.8 instruments
Most Consistent Holdings
Top 5
BA99.87%
JNJ99.87%
JPM99.87%
PFE99.87%
BIDU99.87%
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) | 8.16% | 19.09% | 99.87% | - |
 Costco (COST) | 7.74% | 16.1% | 99.87% | - |
 Microsoft (MSFT) | 7.41% | 11.2% | 98.51% | - |
 Wells Fargo (WFC) | 5.58% | 14.19% | 99.87% | - |
 Raytheon (RTX) | 3.79% | 0% | 92.54% | 1/5/2026 |
| Johnson & Johnson (JNJ) | 3.59% | 5.25% | 99.87% | - |
| Pfizer (PFE) | 3.44% | 4.76% | 99.87% | - |
 AstraZeneca (AZN.L) | 3.2% | 0% | 82.75% | 8/1/2025 |
 Rolls-Royce (RR.L) | 3.17% | 0% | 69.26% | 9/15/2025 |
 ProShares UltraPro QQQ (TQQQ) | 3.07% | 7.28% | 99.87% | - |
 Target (TGT) | 3.06% | 3.02% | 99.87% | - |
 Kroger (KR) | 2.66% | 7.02% | 63.88% | - |
 Coca-Cola (KO) | 2.2% | 0% | 70.69% | 1/27/2025 |
 Apple (AAPL) | 2.18% | 0% | 54.47% | 5/20/2024 |
 Ford (F) | 2.04% | 0% | 94.36% | 1/27/2026 |
 BlackRock (BLK) | 2.01% | 0% | 84.82% | 9/2/2025 |
 Amazon (AMZN) | 1.91% | 0% | 67.44% | 8/15/2025 |
| Boeing (BA) | 1.88% | 2.73% | 99.87% | - |
 BAT (BATS.L) | 1.68% | 0% | 83.4% | 8/11/2025 |
 Unilever (ULVR.L) | 1.45% | 0% | 82.04% | 7/21/2025 |
 American Airlines (AAL) | 1.37% | 1.26% | 99.87% | - |
 McDonald's (MCD) | 1.37% | 0% | 57.72% | 7/10/2024 |
 Berkshire Hathaway (BRK.B) | 1.35% | 0% | 30.09% | 5/5/2023 |
 Norwegian Cruise Line (NCLH) | 1.29% | 1.41% | 99.87% | - |
| Baidu (BIDU) | 1.27% | 1.41% | 99.87% | - |
 Scottish Mortgage (SMT.L) | 1.27% | 0% | 84.11% | 8/22/2025 |
 Alibaba (9988.HK) | 1.1% | 1.54% | 99.87% | - |
 Starbucks (SBUX) | 1.06% | 0% | 72.96% | 3/3/2025 |
 NVIDIA (NVDA) | 1.03% | 0% | 20.23% | 12/4/2025 |
 Broadcom (AVGO) | 1.01% | 0% | 23.02% | 8/7/2025 |
 Lockheed Martin (LMT) | 0.98% | 0% | 58.63% | 7/24/2024 |
 Delta (DAL) | 0.94% | 0% | 55.06% | 5/30/2024 |
 Diageo (DGE.L) | 0.92% | 0.53% | 93.84% | - |
 BAE Systems (BA.L) | 0.8% | 0% | 36.77% | 7/21/2025 |
 Yadea (1585.HK) | 0.73% | 0.69% | 99.87% | - |
 Visa (V) | 0.72% | 0% | 29.44% | 9/25/2024 |
 Royal Caribbean (RCL) | 0.7% | 0% | 38.98% | 9/22/2023 |
 China Southern Airlines (01055.HK) | 0.69% | 0% | 93.97% | 1/21/2026 |
 Mastercard (MA) | 0.63% | 0% | 23.74% | 9/25/2024 |
 ARK Innovation ETF (ARKK) | 0.51% | 1.04% | 99.87% | - |
 ANZ (ANZ.ASX) | 0.5% | 0% | 32.1% | 7/21/2025 |
 Xinyi Solar (0968.HK) | 0.48% | 0.24% | 99.87% | - |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.46% | 0% | 84.11% | 8/22/2025 |
 ARK Next Generation Internet ETF (ARKW) | 0.46% | 0% | 84.11% | 8/22/2025 |
 UiPath (PATH) | 0.39% | 0.26% | 99.87% | - |
 Cisco (CSCO) | 0.37% | 0% | 7.59% | 12/8/2025 |
 Eli Lilly (LLY) | 0.35% | 0% | 12.45% | 12/9/2024 |
 Bank of America (BAC) | 0.33% | 0% | 16.73% | 8/21/2025 |
 Fortinet (FTNT) | 0.3% | 0% | 15.3% | 1/24/2024 |
 Plug Power (PLUG) | 0.3% | 0.16% | 99.87% | - |
 Walmart (WMT) | 0.29% | 0% | 13.1% | 9/8/2025 |
 Invesco DB Agriculture Fund (DBA) | 0.26% | 0% | 13.88% | 8/29/2025 |
 Ping An Healthcare (1833.HK) | 0.26% | 0.21% | 99.87% | - |
 3i (III.L) | 0.26% | 0% | 13.42% | 9/8/2025 |
 Nio (NIO) | 0.25% | 0% | 84.05% | 8/21/2025 |
 TSMC (TSM) | 0.24% | 0% | 13.23% | 6/27/2025 |
 Alphabet (GOOG) | 0.24% | 0% | 9.92% | 12/21/2023 |
 Alibaba Health (00241.HK) | 0.23% | 0.24% | 99.87% | - |
 NetEase (NTES) | 0.23% | 0% | 36.64% | 8/14/2023 |
 ZTE (00763.HK) | 0.23% | 0% | 33.27% | 6/23/2023 |
 Imperial Brands (IMB.L) | 0.22% | 0% | 22.11% | 8/20/2025 |
 Bitcoin (BTC) | 0.21% | 0% | 14.27% | 5/13/2025 |
 SunPower (SPWRQ) | 0.21% | 0% | 59.86% | 8/12/2024 |
 BYD (01211.HK) | 0.21% | 0% | 12.52% | 7/13/2022 |
 GCL (3800.HK) | 0.2% | 0% | 13.62% | 8/1/2022 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.19% | 0% | 9.92% | 12/13/2024 |
 JB Hi-Fi (JBH.ASX) | 0.18% | 0% | 13.23% | 3/11/2024 |
 Beyond Meat (BYND) | 0.18% | 0% | 90.21% | 11/24/2025 |
 Activision Blizzard, Inc. (ATVI) | 0.18% | 0% | 36.64% | 8/14/2023 |
 Virgin Galactic (SPCE) | 0.17% | 0.02% | 99.87% | - |
 China Overseas (0688.HK) | 0.17% | 0% | 18.35% | 10/24/2022 |
 Hilton (HLT) | 0.16% | 0% | 9.92% | 10/9/2023 |
 AT&T (T) | 0.14% | 0% | 17.19% | 6/3/2024 |
 Shopify (SHOP) | 0.09% | 0% | 3.37% | 11/14/2023 |
 Mizuho Financial Group (MFG) | 0.09% | 0% | 11.8% | 6/2/2025 |
 Barrick (B) | 0.07% | 0% | 4.09% | 5/9/2025 |
 Novo-Nordisk (NVO) | 0.07% | 0% | 4.47% | 12/20/2023 |
 BioNano (BNGO) | 0.07% | 0% | 58.75% | 8/2/2024 |
 Aramco (SAOC) | 0.05% | 0% | 3.37% | 2/21/2022 |
 Scotiabank (BNS) | 0.02% | 0% | 2.01% | 8/22/2025 |
 Dogecoin (DOGE) | 0.01% | 0% | 49.68% | 3/7/2024 |
 Jaguar Health (JAGX) | 0.01% | 0% | 25.55% | 2/22/2023 |
 BHP (BHP.ASX) | 0.01% | 0.24% | 3.24% | - |
 Qantas (QAN.ASX) | 0.01% | 0% | 1.75% | 5/30/2024 |
 Gevo (GEVO) | 0% | 0% | 1.36% | 1/21/2022 |
 Coles (COL.ASX) | 0% | 0.12% | 2.4% | - |
 Flare (FLR) | 0% | 0% | 7.46% | 5/31/2023 |
 FedEx (FDX) | 0% | 0% | 0.13% | 6/25/2025 |
 Storj (STORJ) | 0% | 0% | 0.19% | 12/21/2023 |
 Songbird (SGB) | 0% | 0% | 0.13% | 11/18/2022 |
 Dormant Stock15576 (US.CVR5) | 0% | 0% | 0% | - |
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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