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Portfolio Diversification
Range
Most Diversified
14 instruments
March 7, 2026
Least Diversified
0 instruments
January 1, 2024
Average
2.1 instruments
Most Consistent Holdings
Top 5
690D.DE17.64%
3988.HK17.64%
VZ17.64%
HST17.64%
01177.HK17.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Verizon (VZ) | 3.96% | 18.24% | 17.64% | - |
 Coca-Cola (KO) | 1.8% | 9.34% | 17.64% | - |
 Xinyi Solar (0968.HK) | 1.69% | 7.06% | 17.64% | - |
| Host Hotels (HST) | 1.46% | 7.13% | 17.64% | - |
 Geely (00175.HK) | 1.4% | 8.2% | 17.64% | - |
| Sino Bio (01177.HK) | 1.36% | 5.46% | 17.64% | - |
 ARK Innovation ETF (ARKK) | 1.08% | 0% | 14.9% | 3/27/2026 |
| Bank of China (3988.HK) | 0.97% | 4.79% | 17.64% | - |
| Haier Smart Home Co Ltd (690D.DE) | 0.97% | 3.93% | 17.64% | - |
 Figma Inc (FIG) | 0.83% | 2.32% | 17.4% | - |
 VICI Properties (VICI) | 0.56% | 12.68% | 5.24% | - |
 Chagee Holdings Limited (CHA) | 0.56% | 3.52% | 12.4% | - |
 Mercedes-Benz (MBG.DE) | 0.48% | 4.98% | 8.22% | - |
 OGE Energy (OGE) | 0.29% | 4.22% | 6.32% | - |
 NextEra (NEE) | 0.12% | 8.03% | 1.43% | - |
 Nicox SA (ALCOX.PA) | 0.08% | 0% | 1.91% | 2/25/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Verizon (VZ) | 25.75% | 24.91% |
| Xinyi Solar (0968.HK) | 10.58% | 10.6% |
| Geely (00175.HK) | 8.68% | 9.55% |
| Host Hotels (HST) | 8.72% | 9.43% |
| Sino Bio (01177.HK) | 12.17% | 8.81% |
| ARK Innovation ETF (ARKK) | 6.56% | 8.43% |
| Coca-Cola (KO) | 7.91% | 7.82% |
| Figma Inc (FIG) | 6.54% | 7.11% |
| Haier Smart Home Co Ltd (690D.DE) | 6.5% | 6.61% |
| Bank of China (3988.HK) | 6.52% | 6.39% |
Cash & Instruments Over Time
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