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Portfolio Diversification
Range
Most Diversified
15 instruments
June 20, 2023
Least Diversified
6 instruments
December 4, 2025
Average
11.4 instruments
Most Consistent Holdings
Top 5
RIO79.62%
BTG.US63.89%
SONY59.5%
TQQQ54%
RUN51.25%
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 |
|---|---|---|---|---|
| Rio Tinto (RIO) | 7.61% | 0% | 79.62% | 10/15/2025 |
| ProShares UltraPro QQQ (TQQQ) | 7.01% | 0% | 54% | 2/25/2026 |
| Sony (SONY) | 6.29% | 0% | 59.5% | 12/10/2024 |
 Alibaba (BABA) | 5.54% | 0% | 48.5% | 9/26/2024 |
 Schlumberger (SLB) | 4.87% | 0% | 44.71% | 1/26/2026 |
| B2Gold (BTG.US) | 4.48% | 0% | 63.89% | 5/28/2025 |
 Johnson Outdoors (JOUT) | 3.23% | 0% | 43.51% | 10/24/2024 |
 Micron (MU) | 3.19% | 0% | 21.32% | 6/20/2025 |
 Tencent (0700.HK) | 3.18% | 0% | 40.41% | 10/7/2024 |
 TSMC (TSM) | 3.01% | 0% | 27.6% | 6/12/2025 |
 British American Tobacco (BTI) | 2.79% | 0% | 37.06% | 8/19/2024 |
 Salesforce (CRM) | 2.61% | 12.02% | 22.7% | - |
 Novo-Nordisk (NVO) | 2.6% | 10.04% | 25.37% | - |
 Danaher (DHR) | 2.59% | 12.9% | 21.93% | - |
 Ethereum (ETH) | 2.59% | 2.36% | 48.67% | - |
 Pan American Silver (PAAS) | 2.4% | 0% | 22.87% | 8/28/2024 |
 Clearway Energy (CWEN) | 2.38% | 0% | 33.36% | 11/20/2025 |
 PayPal (PYPL) | 2.13% | 0% | 38.61% | 4/2/2024 |
 Adobe (ADBE) | 2.08% | 11.07% | 20.38% | - |
 Amazon (AMZN) | 1.72% | 0% | 13.07% | 6/7/2023 |
 Microsoft (MSFT) | 1.64% | 0% | 14.79% | 12/3/2025 |
 Marvell (MRVL) | 1.6% | 0% | 19.35% | 10/8/2025 |
| Sunrun (RUN) | 1.53% | 0% | 51.25% | 8/28/2024 |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 1.33% | 0% | 23.82% | 12/14/2023 |
 CRISPR Therapeutics (CRSP) | 1.3% | 0% | 28.37% | 12/4/2023 |
 TIM (TIMB) | 1.22% | 0% | 16.42% | 5/7/2025 |
 RELX (RELX) | 1.2% | 17.48% | 8.68% | - |
 Bradesco (BBD) | 1.11% | 0% | 18.31% | 6/12/2025 |
 Qualcomm (QCOM) | 1.07% | 0% | 29.32% | 12/15/2023 |
 Thermo Fisher (TMO) | 1.01% | 0% | 9.11% | 10/21/2025 |
 Flutter (FLTR.L) | 0.91% | 0% | 16.25% | 7/28/2025 |
 ASML (ASML) | 0.88% | 0% | 15.56% | 9/15/2025 |
 Sanofi (SNY) | 0.8% | 9.8% | 9.11% | - |
 Nio (NIO) | 0.79% | 0% | 15.39% | 7/25/2023 |
 Alphabet (GOOGL) | 0.76% | 0% | 11.18% | 5/22/2023 |
 Trade Desk (TTD) | 0.75% | 13.85% | 8.68% | - |
 Mastercard (MA) | 0.75% | 0% | 16.85% | 1/30/2025 |
 Alphabet (GOOG) | 0.68% | 0% | 11.61% | 5/19/2023 |
 LVMH (MC.PA) | 0.58% | 0% | 16.17% | 1/22/2025 |
 NVIDIA (NVDA) | 0.46% | 0% | 5.67% | 12/3/2025 |
 Merck (MRK) | 0.41% | 0% | 5.07% | 11/20/2025 |
 Energy Transfer (ET) | 0.26% | 0% | 4.82% | 11/21/2024 |
 Baidu (BIDU) | 0.2% | 0% | 7.22% | 10/9/2024 |
 Meta (META) | 0.16% | 0% | 2.15% | 1/26/2023 |
 PDD Holdings (PDD) | 0.14% | 0% | 2.15% | 10/7/2024 |
 Oil (Non Expiry) (OIL) | 0.12% | 10.45% | 1.29% | - |
 Bitcoin (BTC) | 0.07% | 0% | 1.63% | 6/21/2023 |
 XRP (XRP) | 0.06% | 0% | 1.63% | 9/1/2025 |
 Las Vegas Sands (LVS) | 0.06% | 0% | 1.89% | 10/4/2024 |
 Broadcom (AVGO) | 0.04% | 0% | 1.46% | 1/18/2023 |
 Sea (SE) | 0.03% | 0% | 0.69% | 12/16/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Schlumberger (SLB) | 16.54% | 16.4% |
| Salesforce (CRM) | 13.03% | 13.93% |
| RELX (RELX) | 13.37% | 13.45% |
| Adobe (ADBE) | 13.86% | 13.29% |
| Danaher (DHR) | 11.7% | 13.05% |
| Novo-Nordisk (NVO) | 12.65% | 11.5% |
| Sanofi (SNY) | 9.29% | 9.17% |
| Trade Desk (TTD) | 5.01% | 4.68% |
Cash & Instruments Over Time
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