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Portfolio Diversification
Range
Most Diversified
26 instruments
September 26, 2025
Least Diversified
0 instruments
February 2, 2025
Average
24.4 instruments
Most Consistent Holdings
Top 5
KO99.81%
ASHR99.81%
SQQQ99.81%
PLUG99.81%
XOM99.68%
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 |
|---|---|---|---|---|
 Meta (META) | 12.27% | 12.56% | 97.22% | - |
 Iron Mountain (IRM) | 10.62% | 11.32% | 99.68% | - |
 Berkshire Hathaway (BRK.B) | 8.23% | 6.42% | 99.68% | - |
| ExxonMobil (XOM) | 8.13% | 7.43% | 99.68% | - |
 U.S. Steel (X) | 5.73% | 0% | 79.73% | 6/23/2025 |
 Realty Income (O) | 5.41% | 0% | 99.48% | 4/30/2026 |
 Samsung (SMSN.L) | 5.15% | 0% | 99.48% | 4/30/2026 |
| Coca-Cola (KO) | 5.1% | 3.98% | 99.81% | - |
 SPDR Gold (GLD) | 4.8% | 5.75% | 99.61% | - |
 Lufthansa (LHA.DE) | 4.11% | 0% | 77.15% | 5/14/2025 |
 LTC Properties (LTC.US) | 3.65% | 0% | 99.48% | 4/30/2026 |
| Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 3.31% | 2.6% | 99.81% | - |
 Intel (INTC) | 2.26% | 0% | 98.45% | 4/13/2026 |
 SMIC (00981.HK) | 2.24% | 0% | 71.47% | 2/14/2025 |
 Alibaba (9988.HK) | 1.98% | 0% | 99.48% | 4/30/2026 |
 Johnson & Johnson (JNJ) | 1.93% | 8.85% | 22.47% | - |
 Xiaomi (1810.HK) | 1.66% | 0% | 71.47% | 2/14/2025 |
 KraneShares CSI China Internet (KWEB) | 1.54% | 0.93% | 99.61% | - |
 Block Inc. (XYZ) | 1.25% | 0.77% | 99.61% | - |
 Air France-KLM (AF.PA) | 1.16% | 0% | 99.48% | 4/30/2026 |
| Plug Power (PLUG) | 1.12% | 0.24% | 99.81% | - |
 BYD (01211.HK) | 1.06% | 0% | 26.92% | 2/14/2025 |
 Alcoa (AA) | 0.93% | 4.38% | 28.34% | - |
 Meituan (03690.HK) | 0.72% | 1.55% | 28.15% | - |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0.5% | 0% | 99.48% | 4/30/2026 |
 Boeing (BA) | 0.4% | 2.77% | 13.88% | - |
| ProShares UltraPro Short QQQ (SQQQ) | 0.39% | 0.02% | 99.81% | - |
 BlackRock (BLK) | 0.37% | 2.44% | 13.82% | - |
 Wirecard (WDI.DE) | 0.37% | -0.35% | 70.56% | 5/19/2025 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.28% | 0.03% | 99.61% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.26% | 1.83% | 13.82% | - |
 Pfizer (PFE) | 0.19% | 0% | 2.45% | 2/7/2022 |
 AMD (AMD) | 0.18% | 0% | 5.75% | 5/14/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 5.56% | 15.52% |
| Johnson & Johnson (JNJ) | 6.79% | 9.17% |
| Iron Mountain (IRM) | 3.09% | 8.8% |
| Realty Income (O) | 9.03% | 8.33% |
| Berkshire Hathaway (BRK.B) | 3.09% | 7.82% |
| ExxonMobil (XOM) | 3.09% | 6.63% |
| SPDR Gold (GLD) | 3.09% | 6.17% |
| Samsung (SMSN.L) | 3.09% | 5.66% |
| Alcoa (AA) | 3.09% | 4.22% |
| Coca-Cola (KO) | 3.09% | 4.06% |
| Boeing (BA) | 3.09% | 3.02% |
| BlackRock (BLK) | 3.09% | 2.84% |
| Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 3.09% | 2.78% |
| LTC Properties (LTC.US) | 3.09% | 2.57% |
| Meituan (03690.HK) | 3.67% | 2.18% |
| Alibaba (9988.HK) | 3.09% | 2.08% |
| Vanguard Total Stock Market ETF (VTI) | 2% | 1.99% |
| Intel (INTC) | 3.09% | 1.81% |
| KraneShares CSI China Internet (KWEB) | 3.09% | 1.26% |
| Block Inc. (XYZ) | 3.09% | 0.81% |
| Air France-KLM (AF.PA) | 3.09% | 0.49% |
| Plug Power (PLUG) | 3.09% | 0.17% |
| Direxion Daily Small Cap Bear 3x Shares (TZA) | 3.09% | 0.11% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 3.09% | 0.04% |
| ProShares UltraPro Short QQQ (SQQQ) | 3.09% | 0.03% |
| Wirecard (WDI.DE) | 9.26% | -0.41% |
Cash & Instruments Over Time
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