Portfolio Diversification
Range
Most Diversified
7 instruments
February 3, 2024
Least Diversified
0 instruments
January 19, 2022
Average
1.2 instruments
Most Consistent Holdings
Top 5
NSDQ10018.31%
CVX16.26%
CHINA5013.63%
AAPL13.46%
TSM10.84%
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 |
|---|---|---|---|---|
| Chevron (CVX) | 16.37% | 0% | 16.26% | 3/16/2023 |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 9.57% | 91.42% | 18.31% | - |
| Apple (AAPL) | 6.99% | 0% | 13.46% | 9/3/2024 |
| ChinaA50 Index (Non Expiry) (CHINA50) | 3.71% | 0% | 13.63% | 10/2/2024 |
 Honeywell (HON) | 2.89% | 0% | 10.59% | 9/3/2024 |
| TSMC (TSM) | 2.53% | 0% | 10.84% | 9/3/2024 |
 Amazon (AMZN) | 1.29% | 0% | 2.55% | 4/5/2022 |
 Meta (META) | 1.17% | 0% | 2.3% | 8/5/2022 |
 DJ30 Index (Non Expiry) (DJ30) | 1.01% | 0% | 7.64% | 8/6/2024 |
 Rockwell Automation (ROK) | 1% | 0% | 8.62% | 5/24/2024 |
 Tesla (TSLA) | 0.99% | 0% | 2.22% | 3/22/2024 |
 ABB (ABBN.ZU) | 0.59% | 0% | 4.52% | 7/19/2024 |
 ABB (ABBNY) | 0.58% | 0% | 5.09% | 4/12/2024 |
 Bitcoin (BTC) | 0.46% | 0% | 0.66% | 5/8/2022 |
 HKG50 Index (Non Expiry) (HKG50) | 0.34% | 0% | 3.45% | 4/2/2024 |
 AMD (AMD) | 0.23% | 0% | 2.63% | 2/20/2024 |
 NVIDIA (NVDA) | 0.14% | 0% | 1.15% | 9/3/2024 |
 Netflix (NFLX) | 0.08% | 0% | 0.08% | 4/22/2022 |
 ExxonMobil (XOM) | 0.08% | 0% | 0.08% | 7/14/2022 |
 Intel (INTC) | 0.06% | 0% | 0.82% | 2/5/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|