Portfolio Diversification
Range
Most Diversified
62 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
51.4 instruments
Most Consistent Holdings
Top 5
INTC99.91%
JNJ99.91%
PFE99.91%
T99.91%
NKE99.91%
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 |
|---|---|---|---|---|
 Alphabet (GOOG) | 8.17% | 0% | 99.54% | 1/28/2025 |
 Tesla (TSLA) | 7.23% | 0% | 99.91% | 2/1/2025 |
 Adobe (ADBE) | 7.17% | 0% | 99.91% | 2/1/2025 |
 Alibaba (BABA) | 5.83% | 0% | 99.91% | 2/1/2025 |
 Meta (META) | 4.5% | 0% | 99.54% | 1/28/2025 |
 Moderna (MRNA) | 4.35% | 0% | 99.91% | 2/1/2025 |
 Xiaomi (1810.HK) | 3.33% | 0% | 99.91% | 2/1/2025 |
| Johnson & Johnson (JNJ) | 3.28% | 0% | 99.91% | 2/1/2025 |
 FedEx (FDX) | 3.12% | 0% | 99.91% | 2/1/2025 |
 NVIDIA (NVDA) | 2.97% | 0% | 90.15% | 10/17/2024 |
 DexCom (DXCM) | 2.63% | 0% | 99.91% | 2/1/2025 |
 Apple (AAPL) | 2.4% | 0% | 99.54% | 1/28/2025 |
| Nike (NKE) | 2.33% | 0% | 99.91% | 2/1/2025 |
 Rivian (RIVN) | 2.1% | 0% | 73.54% | 2/1/2025 |
 Texas Instruments (TXN) | 2.02% | 0% | 93.7% | 11/25/2024 |
 Airbnb (ABNB) | 2% | 0% | 99.91% | 2/1/2025 |
 Merck (MRK) | 1.63% | 0% | 58.94% | 11/7/2023 |
| Intel (INTC) | 1.56% | 0% | 99.91% | 2/1/2025 |
 Western Digital (WDC) | 1.55% | 0% | 99.91% | 2/1/2025 |
 Kingsoft (3888.HK) | 1.43% | 0% | 99.91% | 2/1/2025 |
 Nio (NIO) | 1.42% | 0% | 99.91% | 2/1/2025 |
 AMD (AMD) | 1.29% | 0% | 94.34% | 2/1/2025 |
 Oracle (ORCL) | 1.25% | 0% | 72.45% | 4/4/2024 |
 Zoom (ZM) | 1.21% | 0% | 99.91% | 2/1/2025 |
 IBM (IBM) | 1.17% | 0% | 62.32% | 12/14/2023 |
 SunPower (SPWRQ) | 1.16% | 0% | 88.32% | 9/26/2024 |
 Qualcomm (QCOM) | 1.09% | 0% | 99.64% | 2/1/2025 |
 Starbucks (SBUX) | 1.09% | 0% | 99.91% | 2/1/2025 |
 Microsoft (MSFT) | 1.04% | 0% | 90.15% | 10/17/2024 |
 Salesforce (CRM) | 1.03% | 0% | 72.45% | 4/4/2024 |
 PepsiCo (PEP) | 0.93% | 0% | 99.45% | 2/1/2025 |
 Broadcom (AVGO) | 0.89% | 0% | 62.32% | 12/14/2023 |
| AT&T (T) | 0.87% | 0% | 99.91% | 2/1/2025 |
 Under Armour (UA) | 0.85% | 0% | 99.91% | 2/1/2025 |
 Levi's (LEVI) | 0.69% | 0% | 99.91% | 2/1/2025 |
 First Solar (FSLR) | 0.61% | 0% | 68.52% | 2/20/2024 |
 ON Semiconductor (ON) | 0.59% | 0% | 62.32% | 12/14/2023 |
 Booking (BKNG) | 0.48% | 0% | 62.32% | 12/14/2023 |
 Cisco (CSCO) | 0.47% | 0% | 99.09% | 1/28/2025 |
| Pfizer (PFE) | 0.46% | 0% | 99.91% | 2/1/2025 |
 Geely (00175.HK) | 0.39% | 0% | 99.91% | 2/1/2025 |
 Alibaba (9988.HK) | 0.38% | 0% | 99.91% | 2/1/2025 |
 NXP (NXPI) | 0.34% | 0% | 62.32% | 12/14/2023 |
 McDonald's (MCD) | 0.31% | 0% | 50.91% | 11/7/2023 |
 Micron (MU) | 0.29% | 0% | 82.12% | 10/17/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.26% | 0% | 46.35% | 2/20/2024 |
 Tencent (0700.HK) | 0.19% | 0% | 73.45% | 11/29/2024 |
 Alibaba Health (00241.HK) | 0.18% | 0% | 99.91% | 2/1/2025 |
 HP (HPQ) | 0.18% | 0% | 91.88% | 2/1/2025 |
 XRP (XRP) | 0.17% | 0% | 95.35% | 12/13/2024 |
 3M (MMM) | 0.15% | 0% | 99.45% | 2/1/2025 |
 Etsy (ETSY) | 0.14% | 0% | 73.54% | 2/1/2025 |
 Coca-Cola (KO) | 0.12% | 0% | 53.56% | 3/25/2024 |
 Bitcoin (BTC) | 0.11% | 0% | 30.29% | 1/28/2025 |
 Warner Bros Discovery (WBD) | 0.11% | 0% | 90.69% | 2/1/2025 |
 Novavax (NVAX) | 0.08% | 0% | 99.91% | 2/1/2025 |
 Invesco QQQ (QQQ) | 0.08% | 0% | 40.15% | 12/14/2023 |
 Uber (UBER) | 0.08% | 0% | 33.21% | 11/14/2023 |
 Roku (ROKU) | 0.06% | 0% | 33.21% | 11/14/2023 |
 GE (GE) | 0.06% | 0% | 42.24% | 5/9/2023 |
 TSMC (TSM) | 0.04% | 0% | 23.72% | 12/14/2023 |
 Twitter (TWTR) | 0.03% | 0% | 17.43% | 10/28/2022 |
 Solana (SOL) | 0.01% | 0% | 3.19% | 4/4/2024 |
 ExxonMobil (XOM) | 0.01% | 0% | 6.66% | 3/15/2022 |
 GE HealthCare (GEHC) | 0.01% | 0% | 28.01% | 11/14/2023 |
 Meituan (03690.HK) | 0% | 0% | 3.74% | 5/10/2023 |
 Solventum (SOLV) | 0% | 0% | 0.18% | 4/4/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Xiaomi (1810.HK) | 5.12% | 12.71% |
| Adobe (ADBE) | 8.01% | 11.37% |
| Alibaba (BABA) | 12.24% | 10.67% |
| Tesla (TSLA) | 4.01% | 9.82% |
| Johnson & Johnson (JNJ) | 3.56% | 5.61% |
| Rivian (RIVN) | 5.79% | 4.22% |
| FedEx (FDX) | 2.23% | 3.99% |
| DexCom (DXCM) | 3.34% | 3.51% |
| Airbnb (ABNB) | 2.67% | 3.31% |
| Kingsoft (3888.HK) | 3.34% | 3.25% |
| Nike (NKE) | 3.78% | 3.17% |
| Moderna (MRNA) | 11.8% | 3.05% |
| Zoom (ZM) | 4.45% | 2.35% |
| Starbucks (SBUX) | 1.34% | 1.98% |
| Meta (META) | 0.67% | 1.93% |
| Intel (INTC) | 2.67% | 1.92% |
| AT&T (T) | 1.34% | 1.9% |
| Qualcomm (QCOM) | 1.11% | 1.68% |
| Western Digital (WDC) | 1.11% | 1.66% |
| Under Armour (UA) | 2.23% | 1.42% |
| Apple (AAPL) | 0.45% | 1.34% |
| Nio (NIO) | 6.01% | 1.25% |
| Levi's (LEVI) | 1.11% | 1.23% |
| AMD (AMD) | 0.67% | 0.93% |
| Geely (00175.HK) | 1.11% | 0.92% |
| PepsiCo (PEP) | 0.45% | 0.72% |
| Alibaba (9988.HK) | 1.11% | 0.68% |
| Pfizer (PFE) | 0.67% | 0.57% |
| Bitcoin (BTC) | 0.22% | 0.56% |
| Alphabet (GOOG) | 0.22% | 0.45% |
| Cisco (CSCO) | 0.22% | 0.41% |
| HP (HPQ) | 0.22% | 0.35% |
| 3M (MMM) | 0.22% | 0.3% |
| Alibaba Health (00241.HK) | 1.11% | 0.26% |
| Etsy (ETSY) | 0.22% | 0.23% |
| Warner Bros Discovery (WBD) | 0.26% | 0.21% |
| Novavax (NVAX) | 1.11% | 0.07% |
| SunPower (SPWRQ) | 3.78% | 0% |