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Portfolio Diversification
Range
Most Diversified
46 instruments
November 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
31.5 instruments
Most Consistent Holdings
Top 5
KWEB91.92%
BNP.PA91.19%
ARKK87.88%
TSLA79.44%
1810.HK77.91%
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 |
|---|---|---|---|---|
| KraneShares CSI China Internet (KWEB) | 6.62% | 9.61% | 91.92% | - |
| ARK Innovation ETF (ARKK) | 6.5% | 0% | 87.88% | 1/9/2026 |
 Alibaba (BABA) | 3.43% | 0% | 67.63% | 2/12/2025 |
| Xiaomi (1810.HK) | 3.21% | 23.67% | 77.91% | - |
| BNP Paribas (BNP.PA) | 2.66% | 0% | 91.19% | 3/6/2026 |
 PayPal (PYPL) | 2.62% | 0% | 76.68% | 7/10/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 2.52% | 0% | 28.89% | 6/5/2025 |
| Tesla (TSLA) | 2.42% | 9.19% | 79.44% | - |
 Tencent (0700.HK) | 2.41% | 0% | 67.93% | 2/17/2025 |
 LVMH (MC.PA) | 2.33% | 7.42% | 62.61% | - |
 Alphabet (GOOG) | 2.29% | 9.24% | 77.48% | - |
 iShares China Large-Cap ETF (FXI) | 2.19% | 0% | 54.9% | 10/1/2024 |
 NVIDIA (NVDA) | 2.11% | 9.76% | 75.28% | - |
 Invesco QQQ (QQQ) | 2.03% | 0% | 45.53% | 1/9/2026 |
 Ishares Nasdaq Biotechnology (IBB) | 1.84% | 0% | 18.54% | 11/14/2022 |
 Bitcoin (BTC) | 1.83% | 9.68% | 59.3% | - |
 VanEck Morningstar Wide Moat ETF (MOAT) | 1.7% | 0% | 48.35% | 1/9/2026 |
 Oracle (ORCL) | 1.7% | 0% | 61.87% | 7/17/2026 |
 iShares Preferred & Income Sec (PFF) | 1.65% | 0% | 47.55% | 12/26/2025 |
 Disney (DIS) | 1.46% | 0% | 70.75% | 4/4/2025 |
 Carnival (CCL.L) | 1.34% | 0% | 66.28% | 1/20/2025 |
 Bilibili (BILI) | 1.26% | 0% | 70.75% | 4/4/2025 |
 Meta (META) | 1.24% | 0% | 66.34% | 1/21/2025 |
 Danone (BN.PA) | 1.23% | 0% | 52.82% | 6/13/2024 |
 Unity (U) | 1.22% | 0% | 76.5% | 7/7/2025 |
 Hermes (RMS.PA) | 1.09% | 7.39% | 24.72% | - |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 1.08% | 0% | 21.36% | 1/9/2026 |
 Sea (SE) | 1.07% | 0% | 59.18% | 9/25/2024 |
 Berkshire Hathaway (BRK.B) | 1.06% | 0% | 56.12% | 11/4/2025 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.98% | 0% | 33.35% | 5/8/2025 |
 Microsoft (MSFT) | 0.97% | 0% | 51.77% | 7/13/2026 |
 Ferrari (RACE) | 0.89% | 0% | 20.38% | 6/9/2026 |
 ConAgra (CAG) | 0.87% | 0% | 12.12% | 1/26/2026 |
 AXA (CS.PA) | 0.86% | 0% | 43.57% | 3/13/2025 |
 Cardano (ADA) | 0.86% | 0% | 42.17% | 12/20/2023 |
 JPMorgan (JPM) | 0.85% | 0% | 48.78% | 4/4/2025 |
 Intuitive Surgical (ISRG) | 0.83% | 9.41% | 12.42% | - |
 Orange (ORA.PA) | 0.82% | 0% | 43.08% | 1/20/2025 |
 Amazon (AMZN) | 0.77% | 0% | 44.37% | 1/21/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.74% | 0% | 29.31% | 3/3/2025 |
 UnitedHealth (UNH) | 0.7% | 0% | 39.53% | 8/15/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.69% | 0% | 25.52% | 3/4/2026 |
 Omega Healthcare (OHI) | 0.66% | 0% | 37.94% | 10/1/2024 |
 Realty Income (O) | 0.65% | 0% | 37.58% | 10/1/2024 |
 Procter & Gamble (PG) | 0.65% | 0% | 37.58% | 10/1/2024 |
 Visa (V) | 0.65% | 0% | 37.58% | 10/1/2024 |
 Virgin Galactic (SPCE) | 0.65% | 0% | 66.89% | 1/30/2025 |
 PDD Holdings (PDD) | 0.62% | 0% | 13.22% | 1/8/2026 |
 Mastercard (MA) | 0.56% | 0% | 28.82% | 10/1/2024 |
 ExxonMobil (XOM) | 0.56% | 0% | 28.82% | 10/1/2024 |
 USD/JPY (USDJPY) | 0.53% | 0.33% | 27.36% | - |
 Johnson & Johnson (JNJ) | 0.52% | 0% | 30.84% | 6/13/2024 |
 SMIC (00981.HK) | 0.52% | 0% | 27.05% | 4/12/2023 |
 Lemonade (LMND) | 0.51% | 0% | 62.55% | 11/20/2024 |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGA) | 0.46% | 0% | 22.95% | 5/26/2023 |
 Edison (EIX) | 0.44% | 0% | 13.04% | 1/9/2026 |
 Costco (COST) | 0.42% | 0% | 16.1% | 2/2/2026 |
 General Mills (GIS) | 0.4% | 0% | 8.94% | 7/16/2026 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.4% | 0% | 7.83% | 5/9/2022 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.34% | 0% | 8.57% | 1/17/2023 |
 iShares U.S. Medical Devices ETF (IHI) | 0.32% | 0% | 6.73% | 4/21/2022 |
 WeWork Inc (WEWKQ) | 0.31% | 0% | 38.37% | 6/24/2024 |
 Prologis (PLD) | 0.31% | 0% | 19.65% | 12/11/2023 |
 Home Depot (HD) | 0.31% | 0% | 19.65% | 12/11/2023 |
 Lululemon (LULU) | 0.3% | 0% | 19.95% | 9/4/2025 |
 SoFi (SOFI) | 0.29% | 0% | 8.87% | 5/13/2026 |
 AMD (AMD) | 0.27% | 0% | 14.38% | 6/25/2025 |
 Salesforce (CRM) | 0.27% | 0% | 11.44% | 6/24/2026 |
 Chime Financial Inc (CHYM) | 0.26% | 0% | 10.4% | 1/9/2026 |
 Apple (AAPL) | 0.26% | 0% | 17.5% | 11/6/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.21% | 0% | 11.14% | 10/1/2024 |
 TAL Education (TAL) | 0.16% | 0% | 15.18% | 9/14/2022 |
 Celsius (CELH) | 0.15% | 0% | 11.87% | 3/21/2025 |
 Invesco Solar ETF (TAN) | 0.14% | 0% | 5.02% | 5/13/2025 |
 Nike (NKE) | 0.14% | 0% | 7.41% | 6/27/2025 |
 XPeng (XPEV) | 0.13% | 0% | 1.71% | 3/31/2026 |
 Adobe (ADBE) | 0.12% | 0% | 5.63% | 12/17/2025 |
 Novo-Nordisk (NVO) | 0.12% | 0% | 4.9% | 4/10/2026 |
 Baidu (BIDU) | 0.12% | 0% | 8.26% | 1/27/2025 |
 Abbott (ABT.US) | 0.12% | 0% | 3.92% | 6/2/2026 |
 ON Semiconductor (ON) | 0.1% | 0% | 5.08% | 5/13/2025 |
 Comcast (CMCSA) | 0.09% | 0% | 8.81% | 1/9/2026 |
 Walmart (WMT) | 0.09% | 0% | 8.75% | 6/12/2023 |
 Chesapeake (EXE) | 0.09% | 0% | 4.47% | 9/18/2025 |
 Occidental (OXY) | 0.09% | 0% | 4.35% | 1/8/2026 |
 Elevance Health (ELV) | 0.08% | 0% | 3.98% | 9/11/2025 |
 ARK Space And Innovation ETF (ARKX) | 0.08% | 0% | 3.79% | 1/9/2026 |
 AES (AES) | 0.08% | 0% | 4.04% | 5/14/2025 |
 Crowdstrike (CRWD) | 0.07% | 0% | 3.43% | 5/29/2025 |
 Dassault Systemes (DSY.PA) | 0.07% | 0% | 3.61% | 9/12/2024 |
 EUR/USD (EURUSD) | 0.07% | 0% | 2.75% | 1/16/2024 |
 ACM Research (ACMR) | 0.07% | 0% | 3.3% | 5/21/2025 |
 Ubisoft (UBI.PA) | 0.06% | 0% | 4.41% | 1/12/2026 |
 Intel (INTC) | 0.06% | 0% | 7.59% | 8/30/2024 |
 Hims & Hers (HIMS) | 0.06% | 0% | 3.98% | 4/23/2026 |
 Accenture (ACN) | 0.06% | 0% | 3.37% | 7/21/2025 |
 Rocket Lab (RKLB) | 0.05% | 1.18% | 3.67% | - |
 Kraft Heinz (KHC) | 0.05% | 0% | 2.63% | 9/2/2025 |
 BlackStone (BX) | 0.05% | 0% | 1.35% | 3/31/2026 |
 ProShares UltraPro QQQ (TQQQ) | 0.05% | 0% | 3.37% | 4/21/2022 |
 ASML (ASML) | 0.04% | 0% | 4.96% | 1/6/2025 |
 Equinix (EQIX) | 0.04% | 0% | 2.2% | 8/1/2025 |
 Constellation Brands (STZ) | 0.04% | 0% | 2.02% | 7/14/2025 |
 Kimberly-Clark (KMB) | 0.04% | 0% | 2.14% | 7/11/2025 |
 Boston Scientific (BSX.US) | 0.03% | 0% | 1.16% | 4/24/2026 |
 PG&E (PCG) | 0.03% | 0% | 1.59% | 7/31/2025 |
 Fortive (FTV) | 0.03% | 0% | 1.84% | 7/30/2025 |
 Volkswagen (VOW3.DE) | 0.03% | 0% | 1.59% | 7/15/2024 |
 Kenvue (KVUE) | 0.03% | 0% | 1.71% | 7/8/2025 |
 FICO (FICO) | 0.03% | 0% | 1.29% | 7/31/2025 |
 Qurate (QVCAQ) | 0.03% | 0% | 4.47% | 7/25/2025 |
 Carrefour (CA.PA) | 0.03% | 0% | 1.29% | 3/13/2025 |
 Roundhill Memory ETF (DRAM) | 0.02% | 1.57% | 1.35% | - |
 Cenovus (CVE) | 0.02% | 0% | 3% | 2/10/2025 |
 Jumia (JMIA) | 0.02% | 0% | 1.29% | 6/27/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.02% | 0% | 4.22% | 8/17/2023 |
 Airbus (AIR.PA) | 0.02% | 0% | 1.1% | 9/30/2024 |
 Paychex (PAYX) | 0.02% | 0% | 0.98% | 7/11/2025 |
 Nintendo (NTDOY) | 0.02% | 0% | 1.29% | 1/21/2022 |
 Gold (Non Expiry) (GOLD) | 0.02% | 0% | 1.53% | 6/11/2026 |
 Gartner (IT) | 0.02% | 0% | 0.86% | 7/29/2025 |
 Broadcom (AVGO) | 0.01% | 0% | 1.41% | 1/6/2026 |
 Smucker (SJM) | 0.01% | 0% | 0.86% | 6/25/2025 |
 Toyota (TM) | 0.01% | 0% | 0.86% | 7/7/2025 |
 Palo Alto Networks (PANW) | 0.01% | 0% | 0.86% | 10/7/2024 |
 Intuit (INTU) | 0.01% | 0% | 0.73% | 4/23/2026 |
 Regeneron (REGN) | 0.01% | 0% | 0.8% | 6/17/2025 |
 United Airlines (UAL) | 0.01% | 0% | 0.61% | 10/16/2025 |
 Docgo (DCGO) | 0.01% | 0% | 1.71% | 6/6/2025 |
 Lennar (LEN) | 0.01% | 0% | 1.04% | 1/9/2026 |
 Halliburton (HAL) | 0.01% | 0% | 0.67% | 7/7/2025 |
 Coterra (CTRA) | 0.01% | 0% | 1.41% | 11/6/2024 |
 Franklin Resources (BEN) | 0.01% | 0% | 1.29% | 11/1/2024 |
 Texas Pacific (TPL) | 0.01% | 0% | 0.61% | 7/15/2025 |
 BioCryst (BCRX) | 0.01% | 0% | 0.73% | 6/3/2025 |
 Charter (CHTR) | 0.01% | 0% | 0.55% | 6/26/2025 |
 Fiserv (FISV) | 0.01% | 0% | 0.55% | 8/1/2025 |
 Bunge (BG) | 0.01% | 0% | 0.55% | 7/16/2025 |
 Space Exploration Technologies Corp (SPCX) | 0.01% | 1.27% | 1.04% | - |
 Sirius XM (SIRI) | 0.01% | 0% | 1.04% | 11/1/2024 |
 Grindr (GRND) | 0.01% | 0% | 0.31% | 6/3/2025 |
 Keros (KROS) | 0.01% | 0% | 0.37% | 5/29/2025 |
 Alstom (ALO.PA) | 0.01% | 0% | 0.43% | 4/24/2026 |
 TSMC (TSM) | 0.01% | 0% | 0.43% | 6/12/2026 |
 Datadog (DDOG) | 0.01% | 0% | 0.43% | 6/11/2025 |
 Paycom (PAYC) | 0.01% | 0% | 0.43% | 7/2/2025 |
 Waters (WAT) | 0.01% | 0% | 0.37% | 7/21/2025 |
 Krispy Kreme (DNUT) | 0.01% | 0% | 1.65% | 6/4/2025 |
 Goldman Sachs (GS) | 0.01% | 0% | 1.04% | 2/4/2022 |
 CHS (CYH) | 0.01% | 0% | 0.37% | 6/4/2025 |
 Pool Corp. (POOL) | 0.01% | 0% | 0.37% | 6/12/2025 |
 Block Inc. (XYZ) | 0.01% | 0% | 0.73% | 5/14/2025 |
 AT&T (T.US) | 0.01% | 0% | 0.61% | 12/26/2025 |
 FDJ (FDJU.PA) | 0.01% | 0% | 1.16% | 1/16/2024 |
 Groupon (GRPN) | 0.01% | 0% | 0.31% | 5/28/2025 |
 Direxion Daily Small Cap Bull 3X ETF (TNA) | 0.01% | 0% | 0.31% | 6/11/2025 |
 Rivian (RIVN) | 0% | 0% | 0.8% | 3/7/2024 |
 TMTG (DJT) | 0% | 0% | 0.24% | 5/27/2025 |
 KKR (KKR) | 0% | 0% | 0.18% | 3/12/2026 |
 NEXTracker (NXT.US) | 0% | 0% | 0.18% | 6/6/2025 |
 EVgo (EVGO) | 0% | 0% | 0.18% | 6/12/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.67% | 4/25/2025 |
 Shopify (SHOP) | 0% | 0% | 0.49% | 8/31/2023 |
 Hershey (HSY) | 0% | 0% | 0.49% | 1/5/2024 |
 Vanguard S&P 500 ETF (VOO) | 0% | 0% | 0.12% | 1/29/2025 |
 EPAM (EPAM) | 0% | 0% | 0.12% | 7/17/2025 |
 American Battery Technology (ABAT) | 0% | 0% | 0.12% | 5/16/2025 |
 Hertz (HTZ) | 0% | 0% | 0.06% | 5/23/2025 |
 Dollar General (DG.US) | 0% | 0% | 0.12% | 6/6/2025 |
 Inter & Co (INTR) | 0% | 0% | 0.06% | 5/23/2025 |
 Banco Macro (BMA) | 0% | 0% | 0.12% | 5/21/2025 |
 Supermicro (SMCI) | 0% | 0% | 0.49% | 10/7/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.24% | 4/22/2025 |
 Trinseo (TSEOQ) | 0% | 0% | 0.49% | 5/16/2025 |
 Li Auto (LI) | 0% | 0% | 0.67% | 4/2/2024 |
 Meituan (03690.HK) | 0% | 0% | 1.1% | 4/17/2023 |
 T-Mobile (TMUS) | 0% | 0% | 0.06% | 10/8/2025 |
 Zeta Global (ZETA.US) | 0% | 0% | 0.06% | 7/22/2025 |
 Onto Innovation (ONTO) | 0% | 0% | 0.31% | 5/14/2025 |
 Hesai (HSAI) | 0% | 0% | 0.06% | 5/20/2025 |
 Tempus AI Inc (TEM.US) | 0% | 0% | 0.06% | 5/29/2025 |
 Corcept Therapeutics (CORT) | 0% | 0% | 0.06% | 5/21/2025 |
 Evolv (EVLV) | 0% | 0% | 0.06% | 6/12/2025 |
 iShares Core U.S. REIT ETF (USRT) | 0% | 0% | 0.24% | 1/17/2023 |
 Matador (MTDR) | 0% | 0% | 0.06% | 1/9/2026 |
 Sweetgreen (SG) | 0% | 0% | 0.06% | 1/9/2026 |
 Micron (MU) | 0% | 0% | 0.06% | 1/9/2026 |
 Bristol-Myers Squibb (BMY) | 0% | 0% | 0.06% | 1/9/2026 |
 USD/CHF (USDCHF) | 0% | 0% | 0.12% | 1/10/2024 |
 C3.ai (AI) | 0% | 0% | 0.06% | 5/30/2025 |
 Vestis (VSTS) | 0% | 0% | 0.12% | 5/9/2025 |
 ARK Autonomous Technology & Robotics ETF (ARKQ) | 0% | 0% | 0.06% | 6/6/2025 |
 VIX (May 25 Future) (VIX.MAY25) | 0% | 0% | 0.06% | 5/20/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ConAgra (CAG) | 16.43% | 15.59% |
| Ferrari (RACE) | 5.95% | 5.66% |
| Bitcoin (BTC) | 6.19% | 5.34% |
| Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 3.69% | 4.61% |
| Invesco QQQ (QQQ) | 3.65% | 4.58% |
| KraneShares CSI China Internet (KWEB) | 5.38% | 4.52% |
| VanEck Morningstar Wide Moat ETF (MOAT) | 3.86% | 4.48% |
| ARK Innovation ETF (ARKK) | 6.61% | 4.29% |
| Costco (COST) | 4.31% | 3.83% |
| Oracle (ORCL) | 4.62% | 3.77% |
| Xiaomi (1810.HK) | 4.14% | 3.62% |
| Hermes (RMS.PA) | 4.02% | 3.55% |
| Alphabet (GOOG) | 1.77% | 3.23% |
| LVMH (MC.PA) | 3.05% | 2.92% |
| Tesla (TSLA) | 1.37% | 2.88% |
| BNP Paribas (BNP.PA) | 0.87% | 2.72% |
| Ubisoft (UBI.PA) | 2.32% | 2.36% |
| Chime Financial Inc (CHYM) | 2.81% | 2.33% |
| ARK Space And Innovation ETF (ARKX) | 2.25% | 2.33% |
| Occidental (OXY) | 2.32% | 2.31% |
| NVIDIA (NVDA) | 2.24% | 2.31% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.32% | 2.28% |
| Edison (EIX) | 1.56% | 1.84% |
| Broadcom (AVGO) | 1.16% | 1.17% |
| PDD Holdings (PDD) | 1.16% | 1.13% |
| Lennar (LEN) | 1.16% | 1.1% |
Cash & Instruments Over Time
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