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Portfolio Diversification
Range
Most Diversified
118 instruments
October 23, 2025
Least Diversified
0 instruments
February 2, 2025
Average
45 instruments
Most Consistent Holdings
Top 5
PFE59.32%
BABA59.14%
PDD59.14%
MCD56.89%
NIO53.2%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| 11.21% | 0% | 43.83% | 5/13/2024 | |
 GBP/USD (GBPUSD) | 8.41% | 0% | 23.85% | 9/29/2023 |
 USD/CHF (USDCHF) | 5.3% | 1.32% | 48.15% | - |
| Alibaba (BABA) | 5.04% | 2.91% | 59.14% | - |
 FundManagerZech | 4.61% | 0% | 25.11% | 7/10/2024 |
 liborvasa | 4.53% | 0% | 25.11% | 7/10/2024 |
| PDD Holdings (PDD) | 2.79% | 1.68% | 59.14% | - |
 EUR/USD (EURUSD) | 2.37% | 1.3% | 15.75% | - |
 Microsoft (MSFT) | 1.88% | 2.74% | 48.87% | - |
| McDonald's (MCD) | 1.75% | 0.75% | 56.89% | - |
| Pfizer (PFE) | 1.66% | 1.37% | 59.32% | - |
 Roche (ROG.ZU) | 1.58% | 0% | 27.54% | 11/12/2024 |
 Oil (Non Expiry) (OIL) | 1.54% | 0% | 24.39% | 1/2/2025 |
| Nio (NIO) | 1.15% | 1.63% | 53.2% | - |
 Cocoa (Expiring Future) (COCOA.FUT) | 1.14% | 0% | 12.15% | 2/21/2025 |
 AMD (AMD) | 1.09% | 0% | 21.6% | 1/13/2025 |
 Lennar (LEN) | 0.98% | 2.3% | 38.25% | - |
 Tenet Healthcare (THC) | 0.95% | 2.32% | 33.57% | - |
 PetroChina (00857.HK) | 0.91% | 2.1% | 43.74% | - |
 Toyota (TM) | 0.9% | 2.29% | 43.74% | - |
 Zoetis (ZTS) | 0.79% | 1.37% | 45.63% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.72% | 7.64% | 43.83% | - |
 T. Rowe Price (TROW) | 0.7% | 0.92% | 50.05% | - |
 Novartis (NVS) | 0.7% | 1.82% | 38.88% | - |
 Schlumberger (SLB) | 0.69% | 2.45% | 34.47% | - |
 Carnival (CCL) | 0.69% | 1.63% | 45.99% | - |
 Merck (MRK) | 0.66% | 2.73% | 30.15% | - |
 Occidental (OXY) | 0.66% | 1.49% | 33.84% | - |
 UHS (UHS) | 0.66% | 1.71% | 39.42% | - |
 Dollar General (DG.US) | 0.63% | 1.04% | 43.83% | - |
 Vanguard Total Bond Market ETF (BND) | 0.6% | 7.19% | 8.1% | - |
 General Mills (GIS) | 0.58% | 1.28% | 32.04% | - |
 Micron (MU) | 0.57% | 2.83% | 28.26% | - |
 Supermicro (SMCI) | 0.56% | 0.34% | 44.46% | - |
 Ping An (2318.HK) | 0.56% | 1.44% | 43.74% | - |
 United Airlines (UAL) | 0.54% | 1.54% | 33.12% | - |
 Xiaomi (1810.HK) | 0.52% | 0% | 14.58% | 1/16/2025 |
 Dollar Tree (DLTR) | 0.52% | 0% | 36.27% | 10/13/2025 |
 Alphabet (GOOG) | 0.5% | 2.09% | 28.89% | - |
 Geely (00175.HK) | 0.49% | 0.96% | 43.74% | - |
 Moderna (MRNA) | 0.49% | 1.15% | 36.36% | - |
 Globe Life (GL) | 0.49% | 0% | 8.91% | 7/24/2024 |
 Berkshire Hathaway (BRK.B) | 0.48% | 2.46% | 28.89% | - |
 USD/JPY (USDJPY) | 0.45% | 0% | 2.7% | 11/2/2023 |
 Chevron (CVX) | 0.45% | 1.3% | 33.84% | - |
 Aptiv (APTV) | 0.44% | 0% | 36.09% | 10/24/2025 |
 Ford (F) | 0.42% | 1.34% | 39.42% | - |
 CVS Health (CVS) | 0.41% | 0% | 27.36% | 10/24/2025 |
 AES (AES) | 0.41% | 1.26% | 40.05% | - |
 DexCom (DXCM) | 0.39% | 0% | 12.51% | 12/16/2024 |
 First Solar (FSLR) | 0.38% | 0% | 23.58% | 10/24/2025 |
 ConocoPhillips (COP) | 0.37% | 1.27% | 30.69% | - |
 Evolution (EVO.ST) | 0.36% | 0.76% | 33.66% | - |
 Novo Nordisk (NOVO-B.CO) | 0.35% | 2.13% | 37.89% | - |
 Edwards Lifesciences (EW) | 0.35% | 0.84% | 46.98% | - |
 CMB (3968.HK) | 0.32% | 0.73% | 43.74% | - |
 Johnson & Johnson (JNJ) | 0.32% | 0.71% | 47.61% | - |
 Intel (INTC) | 0.31% | 0.43% | 44.37% | - |
 Deckers (DECK) | 0.31% | 1.05% | 28.89% | - |
 Delta (DAL) | 0.3% | 0.87% | 33.57% | - |
 ConAgra (CAG) | 0.3% | 0.71% | 39.87% | - |
 Halliburton (HAL) | 0.3% | 0% | 31.05% | 10/24/2025 |
 Charter (CHTR) | 0.29% | 0% | 40.5% | 10/24/2025 |
 VICI Properties (VICI) | 0.28% | 0.76% | 33.12% | - |
 Chipotle (CMG) | 0.28% | 0% | 6.84% | 9/30/2024 |
 IQVIA (IQV) | 0.27% | 0% | 31.14% | 10/24/2025 |
 Qorvo (QRVO) | 0.26% | 0% | 34.83% | 10/24/2025 |
 Broadcom (AVGO) | 0.25% | 0% | 15.03% | 1/13/2025 |
 Ulta (ULTA) | 0.25% | 0.51% | 45% | - |
 Entain (ENT.L) | 0.25% | 0% | 17.91% | 11/10/2025 |
 Qualcomm (QCOM) | 0.24% | 0% | 34.2% | 10/24/2025 |
 Freeport-McMoRan (FCX) | 0.23% | 0.88% | 28.26% | - |
 Diamondback (FANG) | 0.23% | 1.01% | 28.89% | - |
 Commerzbank (CBK.DE) | 0.22% | 0.68% | 33.12% | - |
 EUR/CHF (EURCHF) | 0.21% | 0% | 17.91% | 8/14/2025 |
 Dampskibsselskabet Norden A/S (DNORD.CO) | 0.2% | 0.76% | 33.12% | - |
 Aurora Cannabis (ACB) | 0.19% | 0.08% | 48.06% | - |
 Continental (CON.DE) | 0.19% | 0.47% | 43.83% | - |
 Global Payments (GPN) | 0.19% | 0% | 15.48% | 10/24/2025 |
 Shell (SHEL) | 0.18% | 0.49% | 33.57% | - |
 Want Want (151.HK) | 0.18% | 0.29% | 43.74% | - |
 ABF (ABF.L) | 0.17% | 0% | 22.68% | 10/27/2025 |
 BD (BDX) | 0.16% | 0% | 10.98% | 1/17/2025 |
 Everest (EG) | 0.16% | 0% | 24.21% | 10/24/2025 |
 D.R. Horton (DHI) | 0.15% | 0.67% | 26.37% | - |
 Humana (HUM) | 0.15% | 0% | 16.29% | 10/24/2025 |
 Cotton (Expiring Future) (COTTON.FUT) | 0.15% | 0% | 0.81% | 5/22/2024 |
 Coca-Cola (KO) | 0.15% | 0.35% | 38.25% | - |
 Keurig Dr Pepper (KDP) | 0.14% | 0% | 29.88% | 10/24/2025 |
 The Hartford (HIG) | 0.14% | 0.45% | 30.69% | - |
 China Railway (0390.HK) | 0.12% | 0% | 10.62% | 1/21/2025 |
 ZTO Express (ZTO) | 0.12% | 0.47% | 33.12% | - |
 ICBC (1398.HK) | 0.12% | 0% | 35.64% | 10/27/2025 |
 Bio-Techne (TECH) | 0.12% | 0% | 12.15% | 1/17/2025 |
 Constellation Brands (STZ) | 0.12% | 0.48% | 29.25% | - |
 Bunge (BG) | 0.11% | 0% | 30.51% | 10/24/2025 |
 FMC (FMC) | 0.11% | 0.12% | 37.62% | - |
 Phillips 66 (PSX) | 0.11% | 0% | 38.52% | 10/24/2025 |
 CHF/JPY (CHFJPY) | 0.11% | 0% | 27.81% | 12/19/2025 |
 Biogen (BIIB) | 0.11% | 0.41% | 28.26% | - |
 Meituan (03690.HK) | 0.11% | 0% | 10.62% | 1/21/2025 |
 LKQ (LKQ) | 0.1% | 0.29% | 38.88% | - |
 Vivendi (VIV.PA) | 0.1% | 0% | 26.37% | 10/27/2025 |
 ADM (ADM) | 0.1% | 0% | 27.36% | 10/24/2025 |
 Edison (EIX) | 0.1% | 0.46% | 31.41% | - |
 China Overseas (0688.HK) | 0.09% | 0.32% | 33.03% | - |
 Centene (CNC) | 0.09% | 0.44% | 25.47% | - |
 Tencent (0700.HK) | 0.08% | 0% | 10.62% | 1/21/2025 |
 Sinopec (0386.HK) | 0.08% | 0.35% | 43.74% | - |
 Akamai (AKAM) | 0.07% | 0% | 11.61% | 1/17/2025 |
 Imperial Oil (IMO) | 0.07% | 0.39% | 34.47% | - |
 Omnicom (OMC) | 0.07% | 0.19% | 33.12% | - |
 Nike (NKE) | 0.07% | 0% | 33.66% | 10/24/2025 |
 Qifu Technology (QFIN) | 0.06% | 0.34% | 15.03% | - |
 Comcast (CMCSA) | 0.06% | 0.17% | 30.69% | - |
 American Water (AWK) | 0.06% | 0% | 22.59% | 8/11/2025 |
 PG&E (PCG) | 0.06% | 0.5% | 11.25% | - |
 Valero (VLO) | 0.05% | 0% | 21.51% | 7/10/2025 |
 Aramco (SAOC) | 0.05% | 0.09% | 43.47% | - |
 Marathon Petroleum (MPC) | 0.05% | 0.11% | 39.42% | - |
 TTI (669.HK) | 0.05% | 0% | 10.62% | 1/21/2025 |
 Wynn Resorts (WYNN) | 0.05% | 0.13% | 33.12% | - |
 Atlas Copco (ATCO-A.ST) | 0.05% | 0% | 35.73% | 10/27/2025 |
 Paycom (PAYC) | 0.04% | 0% | 7.92% | 1/17/2025 |
 Lam Research (LRCX) | 0.04% | 0% | 9.09% | 1/17/2025 |
 Atlassian (TEAM) | 0.04% | 0% | 9.36% | 1/13/2025 |
 China Shenhua (1088.HK) | 0.04% | 0.13% | 31.41% | - |
 Dell (DELL) | 0.04% | 0.11% | 31.41% | - |
 Publicis (PUB.PA) | 0.04% | 0.19% | 29.88% | - |
 Fiserv (FISV) | 0.04% | 0.52% | 7.47% | - |
 Chubb (CB) | 0.04% | 0.11% | 32.58% | - |
 Newmont (NEM) | 0.04% | 0.46% | 12.51% | - |
 Diageo (DGE.L) | 0.04% | 0.17% | 30.15% | - |
 Progressive (PGR) | 0.04% | 0.35% | 9.99% | - |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 0.03% | 0.4% | 8.1% | - |
 Mohawk (MHK) | 0.03% | 0% | 31.05% | 10/24/2025 |
 ON Semiconductor (ON) | 0.03% | 0.12% | 30.69% | - |
 SBA (SBAC) | 0.03% | 0.19% | 11.25% | - |
 Archer Aviation (ACHR) | 0.03% | 0% | 8.19% | 1/13/2025 |
 CNRL (CNQ) | 0.03% | 0.24% | 13.68% | - |
 Avery Dennison (AVY) | 0.03% | 0% | 5.67% | 1/13/2025 |
 NXP (NXPI) | 0.03% | 0% | 6.12% | 1/13/2025 |
 Fortinet (FTNT) | 0.03% | 0% | 11.7% | 1/13/2025 |
 AESI Holdings (AESI) | 0.02% | 0% | 8.01% | 4/8/2024 |
 Equifax (EFX) | 0.02% | 0% | 6.03% | 1/17/2025 |
 LSE (LSEG.L) | 0.02% | 0.21% | 9.99% | - |
 SPDR Gold (GLD) | 0.02% | 0.25% | 9.81% | - |
 Nestle (NESN.ZU) | 0.02% | 0.19% | 9.81% | - |
 LabCorp (LH) | 0.02% | 0% | 10.26% | 1/17/2025 |
 JD Sports (JD.L) | 0.02% | 0.18% | 10.62% | - |
 Vestas (VWS.CO) | 0.02% | 0% | 6.57% | 1/17/2025 |
 Domino's (DPZ) | 0.02% | 0% | 5.4% | 1/17/2025 |
 Barrick (B) | 0.02% | 0.18% | 12.51% | - |
 Kering (KER.PA) | 0.02% | 0% | 10.53% | 3/3/2025 |
 Norwegian Cruise Line (NCLH) | 0.02% | 0% | 8.19% | 1/13/2025 |
 Tencent Music (TME) | 0.02% | 0% | 4.77% | 1/17/2025 |
 Gartner (IT) | 0.02% | 0% | 6.66% | 10/24/2025 |
 Colgate (CL) | 0.02% | 0% | 4.77% | 1/17/2025 |
 Lululemon (LULU) | 0.02% | 0.23% | 6.3% | - |
 Prologis (PLD) | 0.02% | 0% | 4.77% | 1/17/2025 |
 Accenture Plc (ACN.RTH) | 0.01% | 0.23% | 6.3% | - |
 GoDaddy (GDDY) | 0.01% | 0.12% | 12.51% | - |
 Meta (META) | 0.01% | 0.23% | 6.03% | - |
 F5 (FFIV) | 0.01% | 0.22% | 6.3% | - |
 ASML (ASML) | 0.01% | 0% | 8.55% | 1/17/2025 |
 CarMax (KMX) | 0.01% | 0% | 5.76% | 11/14/2024 |
 Seagate (STX.US) | 0.01% | 0.13% | 9.99% | - |
 Elevance Health (ELV) | 0.01% | 0.22% | 5.04% | - |
 Invitation Homes (INVH) | 0.01% | 0% | 6.03% | 1/17/2025 |
 FactSet (FDS) | 0.01% | 0.1% | 9.36% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 0.01% | 0.1% | 8.55% | - |
 Danaher (DHR) | 0.01% | 0% | 2.88% | 1/17/2025 |
 Caesars (CZR) | 0.01% | 0% | 2.25% | 1/17/2025 |
 Alphabet (GOOGL) | 0.01% | 0.11% | 6.3% | - |
 Xylem (XYL) | 0.01% | 0% | 2.16% | 1/17/2025 |
 Westrock (SW) | 0.01% | 0.13% | 5.67% | - |
 ICICI Bank (IBN) | 0.01% | 0.09% | 6.3% | - |
 Ryanair (RYAAY) | 0.01% | 0% | 3.24% | 11/19/2024 |
 Experian (EXPN.L) | 0.01% | 0.09% | 5.67% | - |
 Vertex (VRTX) | 0.01% | 0% | 0.36% | 1/17/2025 |
 Tamboran Resources Corporation (TBN) | 0.01% | 0% | 2.88% | 1/17/2025 |
 CR Land (1109.HK) | 0% | 0.09% | 5.04% | - |
 Albertsons (ACI) | 0% | 0.09% | 5.04% | - |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0% | 0% | 0.18% | 9/26/2024 |
 IDEXX (IDXX) | 0% | 0% | 1.35% | 1/17/2025 |
 Align (ALGN) | 0% | 0% | 5.58% | 1/13/2025 |
 Aumovio SE (AMV0.DE) | 0% | 0% | 3.15% | 10/27/2025 |
 Old Dominion (ODFL) | 0% | 0% | 1.62% | 10/24/2025 |
 O'Reilly Auto (ORLY) | 0% | 0% | 0.54% | 9/30/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares 7-10 Year Treasury Bond ETF (IEF) | 8.79% | 7.91% |
| Vanguard Total Bond Market ETF (BND) | 8.22% | 7.41% |
| Microsoft (MSFT) | 2.63% | 2.94% |
| Merck (MRK) | 2.44% | 2.74% |
| Berkshire Hathaway (BRK.B) | 2.83% | 2.67% |
| Alibaba (BABA) | 1.6% | 2.54% |
| Tenet Healthcare (THC) | 1.83% | 2.53% |
| Toyota (TM) | 2.06% | 2.24% |
| Lennar (LEN) | 3.11% | 2.18% |
| PetroChina (00857.HK) | 1.71% | 2.16% |
| Micron (MU) | 0.8% | 2.09% |
| Alphabet (GOOG) | 1.14% | 2.07% |
| Schlumberger (SLB) | 2.24% | 1.98% |
| UHS (UHS) | 1.83% | 1.88% |
| Nio (NIO) | 2.08% | 1.85% |
| PDD Holdings (PDD) | 1.67% | 1.85% |
| Carnival (CCL) | 1.26% | 1.81% |
| Novartis (NVS) | 1.37% | 1.76% |
| Novo Nordisk (NOVO-B.CO) | 2.49% | 1.76% |
| United Airlines (UAL) | 1.37% | 1.65% |
| USD/CHF (USDCHF) | 1.95% | 1.54% |
| Ping An (2318.HK) | 1.05% | 1.45% |
| Occidental (OXY) | 1.83% | 1.43% |
| Zoetis (ZTS) | 2.17% | 1.43% |
| EUR/USD (EURUSD) | 1.6% | 1.41% |
| General Mills (GIS) | 1.9% | 1.38% |
| Pfizer (PFE) | 1.48% | 1.38% |
| Ford (F) | 1.14% | 1.34% |
| AES (AES) | 1.22% | 1.31% |
| ConocoPhillips (COP) | 1.37% | 1.25% |
| Chevron (CVX) | 1.37% | 1.23% |
| Deckers (DECK) | 1.37% | 1.13% |
| Geely (00175.HK) | 0.74% | 1.05% |
| Diamondback (FANG) | 1.03% | 1.02% |
| Dollar General (DG.US) | 0.62% | 0.97% |
| T. Rowe Price (TROW) | 1.14% | 0.93% |
| Delta (DAL) | 0.8% | 0.92% |
| Edwards Lifesciences (EW) | 0.8% | 0.89% |
| Evolution (EVO.ST) | 1.37% | 0.87% |
| CMB (3968.HK) | 0.69% | 0.86% |
| VICI Properties (VICI) | 0.89% | 0.77% |
| Freeport-McMoRan (FCX) | 0.61% | 0.77% |
| McDonald's (MCD) | 0.68% | 0.77% |
| ConAgra (CAG) | 1.14% | 0.73% |
| Commerzbank (CBK.DE) | 0.46% | 0.73% |
| Moderna (MRNA) | 1.14% | 0.72% |
| Dampskibsselskabet Norden A/S (DNORD.CO) | 0.57% | 0.69% |
| Johnson & Johnson (JNJ) | 0.57% | 0.69% |
| D.R. Horton (DHI) | 0.69% | 0.67% |
| PG&E (PCG) | 0.57% | 0.56% |
| Fiserv (FISV) | 0.57% | 0.53% |
| The Hartford (HIG) | 0.46% | 0.5% |
| Shell (SHEL) | 0.5% | 0.5% |
| Continental (CON.DE) | 0.46% | 0.49% |
| Ulta (ULTA) | 0.34% | 0.47% |
| Edison (EIX) | 0.46% | 0.47% |
| ZTO Express (ZTO) | 0.46% | 0.46% |
| Biogen (BIIB) | 0.38% | 0.43% |
| Constellation Brands (STZ) | 0.57% | 0.43% |
| Qifu Technology (QFIN) | 0.69% | 0.41% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 0.46% | 0.41% |
| Centene (CNC) | 0.34% | 0.41% |
| Progressive (PGR) | 0.46% | 0.41% |
| Newmont (NEM) | 0.34% | 0.38% |
| Intel (INTC) | 0.23% | 0.36% |
| Imperial Oil (IMO) | 0.34% | 0.35% |
| Coca-Cola (KO) | 0.34% | 0.34% |
| Sinopec (0386.HK) | 0.34% | 0.33% |
| Supermicro (SMCI) | 0.46% | 0.33% |
| Want Want (151.HK) | 0.34% | 0.3% |
| China Overseas (0688.HK) | 0.34% | 0.3% |
| Lululemon (LULU) | 0.23% | 0.26% |
| LKQ (LKQ) | 0.34% | 0.26% |
| Accenture Plc (ACN.RTH) | 0.23% | 0.23% |
| CNRL (CNQ) | 0.23% | 0.23% |
| F5 (FFIV) | 0.23% | 0.23% |
| Meta (META) | 0.23% | 0.23% |
| SPDR Gold (GLD) | 0.23% | 0.22% |
| LSE (LSEG.L) | 0.23% | 0.22% |
| Elevance Health (ELV) | 0.23% | 0.22% |
| Nestle (NESN.ZU) | 0.23% | 0.22% |
| SBA (SBAC) | 0.23% | 0.2% |
| Omnicom (OMC) | 0.23% | 0.2% |
| Publicis (PUB.PA) | 0.23% | 0.2% |
| JD Sports (JD.L) | 0.23% | 0.19% |
| Comcast (CMCSA) | 0.23% | 0.18% |
| Diageo (DGE.L) | 0.23% | 0.17% |
| Barrick (B) | 0.11% | 0.16% |
| GoDaddy (GDDY) | 0.18% | 0.15% |
| Wynn Resorts (WYNN) | 0.11% | 0.15% |
| China Shenhua (1088.HK) | 0.11% | 0.13% |
| Westrock (SW) | 0.11% | 0.12% |
| Dell (DELL) | 0.11% | 0.12% |
| Chubb (CB) | 0.11% | 0.12% |
| Alphabet (GOOGL) | 0.11% | 0.11% |
| FactSet (FDS) | 0.11% | 0.11% |
| ON Semiconductor (ON) | 0.11% | 0.11% |
| Seagate (STX.US) | 0.11% | 0.11% |
| Marathon Petroleum (MPC) | 0.11% | 0.11% |
| ICICI Bank (IBN) | 0.11% | 0.1% |
| Albertsons (ACI) | 0.11% | 0.1% |
| iShares 0-1 Year Treasury Bond (SHV) | 0.11% | 0.1% |
| Experian (EXPN.L) | 0.11% | 0.1% |
| FMC (FMC) | 0.46% | 0.1% |
| Aramco (SAOC) | 0.11% | 0.09% |
| CR Land (1109.HK) | 0.11% | 0.09% |
| Aurora Cannabis (ACB) | 0.11% | 0.08% |
Cash & Instruments Over Time
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