Portfolio Diversification
Range
Most Diversified
46 instruments
November 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
36.7 instruments
Most Consistent Holdings
Top 5
DIS99.91%
BABA99.91%
BNP.PA99.91%
PYPL99.91%
0700.HK99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 ARK Innovation ETF (ARKK) | 8.14% | 0% | 99.91% | 2/1/2025 |
 KraneShares CSI China Internet (KWEB) | 7.83% | 0% | 99.91% | 2/1/2025 |
| Alibaba (BABA) | 5.01% | 0% | 99.91% | 2/1/2025 |
| PayPal (PYPL) | 3.54% | 0% | 99.91% | 2/1/2025 |
| Tencent (0700.HK) | 3.53% | 0% | 99.91% | 2/1/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 3.47% | 0% | 34.12% | 2/2/2023 |
 iShares China Large-Cap ETF (FXI) | 3.26% | 0% | 81.84% | 10/1/2024 |
| BNP Paribas (BNP.PA) | 3.07% | 0% | 99.91% | 2/1/2025 |
 Ishares Nasdaq Biotechnology (IBB) | 2.74% | 0% | 27.65% | 11/14/2022 |
 Xiaomi (1810.HK) | 2.42% | 0% | 91.42% | 10/31/2024 |
| Disney (DIS) | 2.07% | 0% | 99.91% | 2/1/2025 |
 Carnival (CCL.L) | 2% | 0% | 98.81% | 1/20/2025 |
 Meta (META) | 1.85% | 0% | 98.91% | 1/21/2025 |
 Danone (BN.PA) | 1.84% | 0% | 78.74% | 6/13/2024 |
 Bilibili (BILI) | 1.8% | 0% | 99.91% | 2/1/2025 |
 Sea (SE) | 1.59% | 0% | 88.23% | 9/25/2024 |
 Unity (U) | 1.57% | 0% | 99.91% | 2/1/2025 |
 Invesco QQQ (QQQ) | 1.4% | 0% | 36.86% | 2/1/2025 |
 Cardano (ADA) | 1.28% | 0% | 62.86% | 12/20/2023 |
 Tesla (TSLA) | 1.27% | 0% | 69.98% | 2/1/2025 |
 NVIDIA (NVDA) | 1.24% | 0% | 73.54% | 2/1/2025 |
 Orange (ORA.PA) | 1.22% | 0% | 64.23% | 1/20/2025 |
 AXA (CS.PA) | 1.21% | 0% | 61.41% | 2/1/2025 |
 Alphabet (GOOG) | 1.16% | 0% | 67.15% | 2/1/2025 |
 JPMorgan (JPM) | 1.15% | 0% | 67.15% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 1.15% | 0% | 67.15% | 2/1/2025 |
 Oracle (ORCL) | 1.15% | 0% | 67.15% | 2/1/2025 |
 Amazon (AMZN) | 1.14% | 0% | 66.15% | 1/21/2025 |
 Microsoft (MSFT) | 1.14% | 0% | 66.15% | 1/21/2025 |
 LVMH (MC.PA) | 1.09% | 0% | 44.89% | 2/1/2025 |
 VanEck Morningstar Wide Moat ETF (MOAT) | 1% | 0% | 41.06% | 2/1/2025 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 1% | 0% | 41.06% | 2/1/2025 |
 Vanguard Real Estate ETF (VNQ) | 0.99% | 0% | 41.06% | 2/1/2025 |
 iShares Preferred & Income Sec (PFF) | 0.99% | 0% | 41.06% | 2/1/2025 |
 Omega Healthcare (OHI) | 0.98% | 0% | 56.57% | 10/1/2024 |
 Realty Income (O) | 0.97% | 0% | 56.02% | 10/1/2024 |
 Procter & Gamble (PG) | 0.97% | 0% | 56.02% | 10/1/2024 |
 Visa (V) | 0.97% | 0% | 56.02% | 10/1/2024 |
 Virgin Galactic (SPCE) | 0.97% | 0% | 99.73% | 1/30/2025 |
 UnitedHealth (UNH) | 0.97% | 0% | 56.02% | 10/1/2024 |
 Bitcoin (BTC) | 0.88% | 0% | 63.32% | 12/25/2023 |
 Mastercard (MA) | 0.84% | 0% | 42.97% | 10/1/2024 |
 ExxonMobil (XOM) | 0.83% | 0% | 42.97% | 10/1/2024 |
 Johnson & Johnson (JNJ) | 0.78% | 0% | 45.99% | 6/13/2024 |
 SMIC (00981.HK) | 0.78% | 0% | 40.33% | 4/12/2023 |
 PDD Holdings (PDD) | 0.77% | 0% | 13.69% | 2/1/2025 |
 Lemonade (LMND) | 0.76% | 0% | 93.25% | 11/20/2024 |
 MicroSectors FANG+ Index 3X Leveraged ETN (FNGU) | 0.68% | 0% | 34.22% | 5/26/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.59% | 0% | 11.68% | 5/9/2022 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.51% | 0% | 12.77% | 1/17/2023 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.51% | 0% | 29.84% | 2/1/2025 |
 iShares U.S. Medical Devices ETF (IHI) | 0.47% | 0% | 10.04% | 4/21/2022 |
 WeWork Inc (WEWKQ) | 0.46% | 0% | 57.21% | 6/24/2024 |
 Prologis (PLD) | 0.46% | 0% | 29.29% | 12/11/2023 |
 Home Depot (HD) | 0.45% | 0% | 29.29% | 12/11/2023 |
 Apple (AAPL) | 0.39% | 0% | 26.09% | 11/6/2023 |
 Lululemon (LULU) | 0.34% | 0% | 23.45% | 12/6/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.31% | 0% | 16.61% | 10/1/2024 |
 TAL Education (TAL) | 0.23% | 0% | 22.63% | 9/14/2022 |
 USD/JPY (USDJPY) | 0.21% | 0% | 20.26% | 10/21/2024 |
 Baidu (BIDU) | 0.18% | 0% | 12.32% | 1/27/2025 |
 Celsius (CELH) | 0.15% | 0% | 13.41% | 2/1/2025 |
 AMD (AMD) | 0.14% | 0% | 8.39% | 2/1/2025 |
 Walmart (WMT) | 0.13% | 0% | 13.05% | 6/12/2023 |
 Comcast (CMCSA) | 0.13% | 0% | 13.05% | 6/12/2023 |
 Dassault Systemes (DSY.PA) | 0.1% | 0% | 5.38% | 9/12/2024 |
 EUR/USD (EURUSD) | 0.1% | 0% | 4.11% | 1/16/2024 |
 Intel (INTC) | 0.1% | 0% | 11.31% | 8/30/2024 |
 Crowdstrike (CRWD) | 0.09% | 0% | 4.56% | 9/13/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.07% | 0% | 5.02% | 4/21/2022 |
 Accenture (ACN) | 0.06% | 0% | 3.47% | 7/25/2024 |
 ASML (ASML) | 0.06% | 0% | 7.39% | 1/6/2025 |
 Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 0.05% | 0% | 0.82% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 0.04% | 0% | 2.37% | 7/15/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.03% | 0% | 6.3% | 8/17/2023 |
 Airbus (AIR.PA) | 0.03% | 0% | 1.64% | 9/30/2024 |
 Cenovus (CVE) | 0.03% | 0% | 3.74% | 2/1/2025 |
 Costco (COST) | 0.03% | 0% | 3.1% | 11/6/2024 |
 Ubisoft (UBI.PA) | 0.03% | 0% | 1.92% | 2/1/2025 |
 Nintendo (NTDOY) | 0.02% | 0% | 1.92% | 1/21/2022 |
 Ferrari (RACE) | 0.02% | 0% | 5.75% | 1/28/2025 |
 Palo Alto Networks (PANW) | 0.02% | 0% | 1.28% | 10/7/2024 |
 Coterra (CTRA) | 0.02% | 0% | 2.1% | 11/6/2024 |
 Franklin Resources (BEN) | 0.02% | 0% | 1.92% | 11/1/2024 |
 Sirius XM (SIRI) | 0.01% | 0% | 1.55% | 11/1/2024 |
 Goldman Sachs (GS) | 0.01% | 0% | 1.55% | 2/4/2022 |
 FDJ (FDJ.PA) | 0.01% | 0% | 1.73% | 1/16/2024 |
 Rivian (RIVN) | 0.01% | 0% | 1.19% | 3/7/2024 |
 Shopify (SHOP) | 0% | 0% | 0.73% | 8/31/2023 |
 Hershey (HSY) | 0% | 0% | 0.73% | 1/5/2024 |
 Vanguard S&P 500 ETF (VOO) | 0% | 0% | 0.18% | 1/29/2025 |
 Supermicro (SMCI) | 0% | 0% | 0.73% | 10/7/2024 |
 Li Auto (LI) | 0% | 0% | 1% | 4/2/2024 |
 Meituan (03690.HK) | 0% | 0% | 1.64% | 4/17/2023 |
 Broadcom (AVGO) | 0% | 0% | 0.09% | 6/14/2024 |
 iShares Core U.S. REIT ETF (USRT) | 0% | 0% | 0.36% | 1/17/2023 |
 USD/CHF (USDCHF) | 0% | 0% | 0.18% | 1/10/2024 |
 Kraft Heinz (KHC) | 0% | 0% | 0.09% | 7/28/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alibaba (BABA) | 16.27% | 14.26% |
| PDD Holdings (PDD) | 7.8% | 7.76% |
| KraneShares CSI China Internet (KWEB) | 7.32% | 6.22% |
| ARK Innovation ETF (ARKK) | 10.06% | 6.02% |
| LVMH (MC.PA) | 3.94% | 4.42% |
| Vanguard Real Estate ETF (VNQ) | 3.78% | 4.3% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 3.49% | 4.25% |
| iShares Preferred & Income Sec (PFF) | 3.72% | 4.22% |
| VanEck Morningstar Wide Moat ETF (MOAT) | 3.42% | 4.09% |
| Tencent (0700.HK) | 3.23% | 2.99% |
| PayPal (PYPL) | 5.01% | 2.79% |
| AXA (CS.PA) | 1.57% | 2.21% |
| BNP Paribas (BNP.PA) | 0.82% | 2.07% |
| Orange (ORA.PA) | 1.88% | 2.05% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.83% | 2.02% |
| Alphabet (GOOG) | 0.74% | 1.7% |
| JPMorgan (JPM) | 0.82% | 1.68% |
| Berkshire Hathaway (BRK.B) | 1% | 1.65% |
| NVIDIA (NVDA) | 0.18% | 1.64% |
| Disney (DIS) | 1.8% | 1.64% |
| Oracle (ORCL) | 0.79% | 1.61% |
| Amazon (AMZN) | 0.62% | 1.61% |
| Microsoft (MSFT) | 0.89% | 1.6% |
| AMD (AMD) | 1.61% | 1.59% |
| Meta (META) | 0.68% | 1.57% |
| Tesla (TSLA) | 0.5% | 1.55% |
| Unity (U) | 2.82% | 1.53% |
| Bilibili (BILI) | 2.2% | 1.53% |
| Carnival (CCL.L) | 1.47% | 1.17% |
| Celsius (CELH) | 1.1% | 1.13% |
| Baidu (BIDU) | 0.93% | 1.04% |
| ASML (ASML) | 0.73% | 0.86% |
| Cenovus (CVE) | 0.73% | 0.84% |
| Virgin Galactic (SPCE) | 2.75% | 0.54% |
| Ferrari (RACE) | 0.37% | 0.42% |