Portfolio Diversification
Range
Most Diversified
100 instruments
February 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
85.1 instruments
Most Consistent Holdings
Top 5
AAPL99.89%
GOOG99.89%
META99.89%
AMZN99.89%
INTC99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 8.84% | 9.08% | 99.89% | - |
 Alibaba (BABA) | 7.48% | 9.94% | 99.89% | - |
| Meta (META) | 7.46% | 11.15% | 99.89% | - |
| Alphabet (GOOG) | 6.21% | 7.13% | 99.89% | - |
 PayPal (PYPL) | 4.43% | 4.61% | 99.89% | - |
 Micron (MU) | 3.56% | 3.53% | 99.89% | - |
 Salesforce (CRM) | 3.17% | 2.61% | 99.89% | - |
 Albemarle (ALB) | 3.12% | 1.3% | 99.89% | - |
| Apple (AAPL) | 2.68% | 2.16% | 99.89% | - |
 Bitcoin (BTC) | 2.04% | 0.56% | 99.89% | - |
 Cloudflare (NET) | 1.88% | 4.27% | 99.89% | - |
 NVIDIA (NVDA) | 1.86% | 4.06% | 99.2% | - |
 Volkswagen (VOW3.DE) | 1.71% | 1.1% | 99.89% | - |
 AMD (AMD) | 1.69% | 0.18% | 58.31% | - |
 Mastercard (MA) | 1.51% | 1.89% | 99.89% | - |
 TSMC (TSM) | 1.48% | 2.3% | 76.54% | - |
 Nio (NIO) | 1.44% | 0.64% | 99.89% | - |
 Visa (V) | 1.43% | 1.62% | 99.89% | - |
 Adobe (ADBE) | 1.29% | 1.82% | 99.89% | - |
 XRP (XRP) | 1.27% | 0.62% | 99.89% | - |
 PDD Holdings (PDD) | 1.25% | 0.64% | 99.89% | - |
 Palo Alto Networks (PANW) | 1.22% | 1.51% | 99.89% | - |
 Xiaomi (1810.HK) | 1.17% | 1.95% | 99.89% | - |
 Tencent (0700.HK) | 1.14% | 0.98% | 99.89% | - |
 Qualcomm (QCOM) | 1.14% | 0.92% | 99.89% | - |
 Berkshire Hathaway (BRK.B) | 1.12% | 1.18% | 99.89% | - |
 JD.com (JD.US) | 1.08% | 0.63% | 99.89% | - |
 PepsiCo (PEP) | 1.08% | 1.08% | 99.89% | - |
 Coca-Cola (KO) | 1.06% | 0.21% | 98.75% | - |
 iShares China Large-Cap ETF (FXI) | 0.86% | 0.89% | 99.89% | - |
 NetEase (NTES) | 0.86% | 0.81% | 99.89% | - |
 Sunrun (RUN) | 0.81% | 0.27% | 99.89% | - |
 Tesla (TSLA) | 0.79% | 1.77% | 94.65% | - |
 Shopify (SHOP) | 0.78% | 0.79% | 99.89% | - |
 Fortinet (FTNT) | 0.67% | 0.73% | 99.89% | - |
 AT&T (T) | 0.66% | 0.61% | 99.89% | - |
 Plug Power (PLUG) | 0.65% | 0.11% | 99.89% | - |
 Chevron (CVX) | 0.63% | 0.55% | 89.98% | - |
| Intel (INTC) | 0.56% | 0.41% | 99.89% | - |
 Coinbase (COIN) | 0.53% | 0.51% | 99.89% | - |
 LVMH (MC.PA) | 0.53% | 0.61% | 60.71% | - |
 Build and Build (BNB) | 0.53% | 0.45% | 99.89% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 0.5% | 0.31% | 99.89% | - |
 Roblox (RBLX) | 0.47% | 0.57% | 99.89% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 0.46% | 0% | 53.42% | 4/22/2024 |
 Palantir (PLTR) | 0.45% | 0% | 35.99% | 11/20/2023 |
 Realty Income (O) | 0.45% | 0.9% | 60.71% | - |
 Supermicro (SMCI) | 0.39% | 0.99% | 46.47% | - |
 C3.ai (AI) | 0.38% | 0.32% | 82.57% | - |
 Baidu (BIDU) | 0.35% | 0.16% | 99.89% | - |
 Etsy (ETSY) | 0.34% | 0.14% | 99.89% | - |
 Ford (F) | 0.34% | 0.35% | 83.14% | - |
 Cardano (ADA) | 0.32% | 0% | 82.46% | 1/4/2025 |
 JD (9618.HK) | 0.3% | 0.38% | 61.05% | - |
 Solana (SOL) | 0.29% | 0% | 76.65% | 11/14/2024 |
 Boeing (BA) | 0.28% | 0.75% | 60.25% | - |
 Douyu (DOYU) | 0.28% | 0% | 52.62% | 4/15/2024 |
 Lithium Americas (LAC) | 0.27% | 0.12% | 94.65% | - |
 Snowflake (SNOW) | 0.23% | 0.16% | 99.89% | - |
 Elastic (ESTC) | 0.22% | 0.16% | 82.57% | - |
 UiPath (PATH) | 0.22% | 0.17% | 82.57% | - |
 Orsted (ORSTED.CO) | 0.21% | 0.07% | 99.89% | - |
 Verizon (VZ) | 0.2% | 0.15% | 89.98% | - |
 Occidental (OXY) | 0.2% | 0.19% | 60.36% | - |
 Pfizer (PFE) | 0.2% | 0.21% | 58.66% | - |
 Roku (ROKU) | 0.2% | 0% | 52.62% | 4/15/2024 |
 Unilever (ULVR.L) | 0.19% | 0% | 35.19% | 11/13/2023 |
 XPeng (XPEV) | 0.18% | 0.45% | 60.71% | - |
 Ballard Power (BLDP) | 0.18% | 0.04% | 99.89% | - |
 Corsair (CRSR) | 0.18% | 0.07% | 99.89% | - |
 Real Estate Select Sector SPDR (XLRE) | 0.17% | 0.21% | 60.59% | - |
 Bristol-Myers Squibb (BMY) | 0.17% | 0.09% | 89.98% | - |
 Sea (SE) | 0.16% | 0.2% | 99.89% | - |
 DocuSign (DOCU) | 0.16% | 0.1% | 99.89% | - |
 Oil (Non Expiry) (OIL) | 0.15% | 0% | 6.04% | 4/18/2024 |
 Alibaba (9988.HK) | 0.15% | 0.11% | 99.89% | - |
 SoFi (SOFI) | 0.14% | 0.18% | 99.89% | - |
 Medtronic (MDT.US) | 0.13% | 0.1% | 83.14% | - |
 IBM (IBM) | 0.12% | 0.13% | 82.57% | - |
 Teladoc (TDOC) | 0.12% | 0.03% | 99.89% | - |
 Samsung (SMSN.L) | 0.12% | 0.24% | 56.72% | - |
 Hermes (RMS.PA) | 0.11% | 0.21% | 59.68% | - |
 Twilio (TWLO) | 0.11% | 0.25% | 54.33% | - |
 Dior (CDI.PA) | 0.1% | 0.08% | 60.71% | - |
 Allbirds (BIRD) | 0.1% | 0% | 51.82% | 4/8/2024 |
 Plains GP (PAGP) | 0.09% | 0.14% | 50.11% | - |
 Intesa Sanpaolo (ISP.MI) | 0.09% | 0% | 22.44% | 7/4/2024 |
 Unity (U) | 0.09% | 0.02% | 99.89% | - |
 Cognex (CGNX) | 0.08% | 0.04% | 82.57% | - |
 Stellantis (STLAM.MI) | 0.08% | 0.09% | 37.24% | - |
 iShares MSCI India ETF (INDA) | 0.08% | 0% | 46.47% | 3/21/2024 |
 Aurora Cannabis (ACB) | 0.07% | 0% | 51.03% | 4/1/2024 |
 Lemonade (LMND) | 0.07% | 0% | 53.64% | 4/24/2024 |
 EDP (EDP.LSB) | 0.07% | 0% | 16.74% | 5/31/2023 |
 Texas Instruments (TXN) | 0.07% | 0.09% | 56.72% | - |
 Digital Turbine (APPS) | 0.07% | 0% | 50.46% | 3/27/2024 |
 IHS (IHS) | 0.06% | 0.04% | 90.09% | - |
 UniCredit (UCG.MI) | 0.06% | 0% | 11.73% | 3/21/2024 |
 Toyota (TM) | 0.05% | 0% | 11.28% | 3/15/2024 |
 Utilities Select Sector SPDR (XLU) | 0.05% | 0.08% | 46.24% | - |
 Microchip (MCHP) | 0.05% | 0.05% | 60.71% | - |
 M/I Homes (MHO) | 0.04% | 0.06% | 45.67% | - |
 ASML (ASML) | 0.04% | 0.2% | 19.48% | - |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 6.49% | 2/28/2023 |
 BPER Banca (BPE.MI) | 0.04% | 0% | 10.59% | 3/21/2024 |
 Tattooed Chef Inc (TTCFQ) | 0.04% | 0% | 29.61% | 9/25/2023 |
 Porsche (PAH3.DE) | 0.04% | 0.15% | 19.59% | - |
 MGM (MGM) | 0.04% | 0% | 16.74% | 5/31/2023 |
 Pioneer Natural Resources Company (PXD) | 0.04% | 0% | 15.95% | 5/7/2024 |
 Siemens Gamesa Renewable Energy SA (SGRE.MC) | 0.03% | 0% | 3.99% | 2/6/2023 |
 BlueLinx (BXC) | 0.03% | 0.04% | 45.67% | - |
 iShares MSCI China ETF (MCHI) | 0.03% | 0% | 4.67% | 3/15/2024 |
 ASML (ASML.NV) | 0.03% | 0% | 9.57% | 3/21/2024 |
 Walgreens (WBA) | 0.03% | 0.03% | 60.71% | - |
 Natural Gas (Non Expiry) (NATGAS) | 0.03% | 0% | 0.8% | 2/15/2024 |
 Saipem (SPM.MI) | 0.03% | 0% | 7.06% | 4/22/2024 |
 Lithium Americas Argentina C (LAR) | 0.01% | 0% | 4.1% | 11/9/2023 |
 Altria (MO) | 0.01% | 0% | 10.59% | 3/21/2024 |
 SMA (S92.DE) | 0.01% | 0% | 1.03% | 1/10/2023 |
 Meta (META.EXT) | 0.01% | 0% | 0.8% | 5/1/2024 |
 Pagseguro (PAGS) | 0% | 0.02% | 17.88% | - |
 Skillz (SKLZ) | 0% | 0% | 6.04% | 2/24/2023 |
 Meituan (03690.HK) | 0% | 0% | 5.58% | 5/18/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 7% | 9.82% |
| Meta (META) | 5.81% | 9.59% |
| Alibaba (BABA) | 10.17% | 7.99% |
| Alphabet (GOOG) | 5% | 7.13% |
| PayPal (PYPL) | 6.35% | 5.67% |
| Salesforce (CRM) | 2.3% | 3.5% |
| Micron (MU) | 3.14% | 3.07% |
| Cloudflare (NET) | 2% | 2.86% |
| TSMC (TSM) | 1.71% | 2.79% |
| Apple (AAPL) | 1.67% | 2.69% |
| Albemarle (ALB) | 3.81% | 2.35% |
| NVIDIA (NVDA) | 1.24% | 1.76% |
| Adobe (ADBE) | 1.94% | 1.67% |
| Coca-Cola (KO) | 1.58% | 1.67% |
| PepsiCo (PEP) | 1.74% | 1.59% |
| Palo Alto Networks (PANW) | 1.07% | 1.56% |
| Xiaomi (1810.HK) | 1.13% | 1.55% |
| Visa (V) | 1.13% | 1.49% |
| Mastercard (MA) | 1.07% | 1.47% |
| Volkswagen (VOW3.DE) | 2.01% | 1.4% |
| Berkshire Hathaway (BRK.B) | 0.97% | 1.29% |
| XRP (XRP) | 0.85% | 1.22% |
| Tesla (TSLA) | 0.64% | 1.15% |
| Qualcomm (QCOM) | 1.05% | 1.1% |
| Tencent (0700.HK) | 1.11% | 1.01% |
| LVMH (MC.PA) | 1.11% | 1% |
| Nio (NIO) | 3.07% | 0.97% |
| Shopify (SHOP) | 0.96% | 0.95% |
| iShares China Large-Cap ETF (FXI) | 1.01% | 0.93% |
| Realty Income (O) | 0.96% | 0.89% |
| JD.com (JD.US) | 1.4% | 0.82% |
| PDD Holdings (PDD) | 1.16% | 0.77% |
| Fortinet (FTNT) | 0.48% | 0.76% |
| NetEase (NTES) | 0.8% | 0.71% |
| Chevron (CVX) | 0.8% | 0.71% |
| Boeing (BA) | 0.75% | 0.71% |
| Coinbase (COIN) | 0.73% | 0.64% |
| Bitcoin (BTC) | 0.36% | 0.63% |
| Build and Build (BNB) | 0.38% | 0.62% |
| AT&T (T) | 0.7% | 0.62% |
| Supermicro (SMCI) | 1.21% | 0.59% |
| Cardano (ADA) | 0.68% | 0.56% |
| C3.ai (AI) | 0.47% | 0.54% |
| Intel (INTC) | 0.95% | 0.52% |
| JD (9618.HK) | 0.39% | 0.51% |
| Roblox (RBLX) | 0.51% | 0.43% |
| Ford (F) | 0.51% | 0.42% |
| Sunrun (RUN) | 1.67% | 0.36% |
| XPeng (XPEV) | 0.27% | 0.34% |
| iShares Core MSCI Emerging Markets ETF (IEMG) | 0.44% | 0.34% |
| Plug Power (PLUG) | 1.85% | 0.31% |
| Pfizer (PFE) | 0.34% | 0.3% |
| Twilio (TWLO) | 0.17% | 0.28% |
| Occidental (OXY) | 0.34% | 0.27% |
| Hermes (RMS.PA) | 0.24% | 0.26% |
| Real Estate Select Sector SPDR (XLRE) | 0.26% | 0.25% |
| Samsung (SMSN.L) | 0.34% | 0.25% |
| SoFi (SOFI) | 0.2% | 0.24% |
| ASML (ASML) | 0.26% | 0.24% |
| AMD (AMD) | 0.26% | 0.24% |
| Elastic (ESTC) | 0.15% | 0.22% |
| UiPath (PATH) | 0.4% | 0.21% |
| Porsche (PAH3.DE) | 0.2% | 0.2% |
| Baidu (BIDU) | 0.41% | 0.2% |
| Stellantis (STLAM.MI) | 0.17% | 0.18% |
| Plains GP (PAGP) | 0.17% | 0.17% |
| Verizon (VZ) | 0.17% | 0.17% |
| Lithium Americas (LAC) | 0.47% | 0.16% |
| Sea (SE) | 0.46% | 0.16% |
| DocuSign (DOCU) | 0.24% | 0.16% |
| Snowflake (SNOW) | 0.2% | 0.15% |
| Etsy (ETSY) | 0.55% | 0.15% |
| Dior (CDI.PA) | 0.17% | 0.14% |
| Bristol-Myers Squibb (BMY) | 0.17% | 0.14% |
| IBM (IBM) | 0.09% | 0.14% |
| Orsted (ORSTED.CO) | 0.26% | 0.11% |
| Texas Instruments (TXN) | 0.1% | 0.11% |
| Medtronic (MDT.US) | 0.12% | 0.11% |
| Utilities Select Sector SPDR (XLU) | 0.09% | 0.1% |
| M/I Homes (MHO) | 0.09% | 0.09% |
| Alibaba (9988.HK) | 0.26% | 0.09% |
| BlueLinx (BXC) | 0.09% | 0.07% |
| Cognex (CGNX) | 0.1% | 0.06% |
| Ballard Power (BLDP) | 0.85% | 0.06% |
| Corsair (CRSR) | 0.31% | 0.06% |
| Teladoc (TDOC) | 0.33% | 0.05% |
| Microchip (MCHP) | 0.09% | 0.05% |
| IHS (IHS) | 0.09% | 0.03% |
| Walgreens (WBA) | 0.09% | 0.03% |
| Unity (U) | 0.1% | 0.02% |
| Pagseguro (PAGS) | 0.02% | 0.02% |
| Solana (SOL) | 0% | 0% |
| Tattooed Chef Inc (TTCFQ) | 0.49% | 0% |