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Portfolio Diversification
Range
Most Diversified
19 instruments
March 30, 2023
Least Diversified
4 instruments
April 3, 2024
Average
11.9 instruments
Most Consistent Holdings
Top 5
GLD76.99%
SO70.36%
0700.HK67.31%
01211.HK67.11%
9988.HK66.51%
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 |
|---|---|---|---|---|
| SPDR Gold (GLD) | 12.32% | 14.48% | 76.99% | - |
| Southern Co (SO) | 9.9% | 1% | 70.36% | - |
 State Street Utilities Select Sector SPDR ETF (XLU) | 9.19% | 13.89% | 45.16% | - |
 ProShares UltraPro QQQ (TQQQ) | 6.23% | 4.44% | 47.55% | - |
 Berkshire Hathaway (BRK.B) | 5.75% | 0% | 53.45% | 6/11/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 4.71% | 4.06% | 28.38% | - |
 Apple (AAPL) | 4.64% | 0% | 48.81% | 4/1/2024 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 4.25% | 0% | 42.11% | 8/13/2024 |
 Microsoft (MSFT) | 3.94% | 0% | 48.81% | 4/1/2024 |
 Coca-Cola (KO) | 3.79% | 13.06% | 22.48% | - |
 Amazon (AMZN) | 2.74% | 0% | 48.81% | 4/1/2024 |
 Alphabet (GOOGL) | 2.69% | 0% | 48.81% | 4/1/2024 |
 Invesco QQQ (QQQ) | 2.39% | 14.38% | 16.71% | - |
 NVIDIA (NVDA) | 1.91% | 0% | 48.81% | 4/1/2024 |
| BYD (01211.HK) | 1.19% | 1.14% | 67.11% | - |
| Tencent (0700.HK) | 0.88% | 1.41% | 67.31% | - |
| Alibaba (9988.HK) | 0.84% | 1.52% | 66.51% | - |
 SMIC (00981.HK) | 0.82% | 0% | 33.29% | 4/2/2024 |
 Merck (MRK) | 0.63% | 0% | 44.16% | 4/1/2024 |
 UnitedHealth (UNH) | 0.6% | 0% | 44.16% | 4/1/2024 |
 Vanguard Growth ETF (VUG) | 0.48% | 0% | 3.65% | 2/24/2022 |
 Invesco China Technology ETF (CQQQ) | 0.47% | 0% | 8.82% | 12/31/2024 |
 Alibaba (BABA) | 0.43% | 0% | 41.45% | 4/1/2024 |
 Xiaomi (1810.HK) | 0.38% | 1.02% | 26.13% | - |
 Lenovo (0992.HK) | 0.35% | 1.24% | 26.13% | - |
 JD (9618.HK) | 0.34% | 0% | 41.18% | 4/2/2024 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.2% | 0% | 3.65% | 2/24/2022 |
 iShares Silver Trust (SLV) | 0.12% | 0.69% | 10.74% | - |
 Omega Healthcare (OHI) | 0.11% | 0% | 14.32% | 8/11/2022 |
 Vanguard Long-Term Bond ETF (BLV) | 0.11% | 0% | 3.65% | 2/24/2022 |
 State Street Energy Select Sector SPDR ETF (XLE) | 0.07% | 0% | 3.25% | 12/31/2024 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.07% | 0% | 0.4% | 1/6/2022 |
 TAL Education (TAL) | 0.06% | 0% | 7.76% | 4/1/2024 |
 China Shenhua (1088.HK) | 0.05% | 0% | 5.37% | 6/7/2023 |
 Ishares Expanded Tech-Softwa (IGV) | 0.04% | 0% | 1.79% | 12/31/2024 |
 iShares Core S&P US Growth (IUSG) | 0.02% | 0% | 0.4% | 1/6/2022 |
 Meituan (03690.HK) | 0.01% | 0% | 17.9% | 12/29/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Gold (GLD) | 14.11% | 21.74% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 16.48% | 17.78% |
| Coca-Cola (KO) | 19.03% | 16.17% |
| ProShares UltraPro QQQ (TQQQ) | 15.67% | 13.84% |
| Invesco QQQ (QQQ) | 11.2% | 9.96% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 6.72% | 5.85% |
| Alibaba (9988.HK) | 1.79% | 1.77% |
| Tencent (0700.HK) | 1.57% | 1.68% |
| Southern Co (SO) | 1.68% | 1.42% |
| iShares Silver Trust (SLV) | 1.12% | 1.4% |
| Lenovo (0992.HK) | 1.79% | 1.26% |
| Xiaomi (1810.HK) | 1.79% | 1.21% |
| BYD (01211.HK) | 1.57% | 1.06% |
Cash & Instruments Over Time
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