Portfolio Diversification
Range
Most Diversified
26 instruments
September 26, 2025
Least Diversified
0 instruments
February 2, 2025
Average
24.3 instruments
Most Consistent Holdings
Top 5
KO99.93%
ASHR99.93%
SQQQ99.93%
PLUG99.93%
XOM99.79%
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) | 12.13% | 15.43% | 97.1% | - |
 Iron Mountain (IRM) | 10.72% | 8.81% | 99.79% | - |
 Berkshire Hathaway (BRK.B) | 8.35% | 7.98% | 99.79% | - |
| ExxonMobil (XOM) | 8.23% | 6.55% | 99.79% | - |
 U.S. Steel (X) | 6.28% | 0% | 87.4% | 6/23/2025 |
| Coca-Cola (KO) | 5.22% | 4.18% | 99.93% | - |
 Realty Income (O) | 5.14% | 8.69% | 99.65% | - |
 Samsung (SMSN.L) | 4.96% | 4.98% | 99.65% | - |
 SPDR Gold (GLD) | 4.67% | 6.26% | 99.72% | - |
 Lufthansa (LHA.DE) | 4.51% | 0% | 84.57% | 5/14/2025 |
 LTC Properties (LTC.US) | 3.75% | 2.65% | 99.65% | - |
| Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 3.39% | 2.82% | 99.93% | - |
 SMIC (00981.HK) | 2.46% | 0% | 78.34% | 2/14/2025 |
 Intel (INTC) | 2.31% | 1.87% | 99.65% | - |
 Alibaba (9988.HK) | 1.98% | 2.2% | 99.65% | - |
 Xiaomi (1810.HK) | 1.82% | 0% | 78.34% | 2/14/2025 |
 KraneShares CSI China Internet (KWEB) | 1.58% | 1.37% | 99.72% | - |
 Block Inc. (XYZ) | 1.31% | 0.81% | 99.72% | - |
 Johnson & Johnson (JNJ) | 1.23% | 9.64% | 15.15% | - |
 Air France-KLM (AF.PA) | 1.23% | 0.48% | 99.65% | - |
| Plug Power (PLUG) | 1.21% | 0.19% | 99.93% | - |
 BYD (01211.HK) | 1.17% | 0% | 29.51% | 2/14/2025 |
 Meituan (03690.HK) | 0.63% | 2.17% | 21.37% | - |
 Alcoa (AA) | 0.59% | 3.65% | 21.59% | - |
 Direxion Daily Small Cap Bear 3x Shares (TZA) | 0.54% | 0.11% | 99.65% | - |
 Wirecard (WDI.DE) | 0.43% | -0.42% | 77.35% | 5/19/2025 |
| ProShares UltraPro Short QQQ (SQQQ) | 0.43% | 0.04% | 99.93% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.3% | 0.04% | 99.72% | - |
 Pfizer (PFE) | 0.2% | 0% | 2.69% | 2/7/2022 |
 AMD (AMD) | 0.19% | 0% | 6.3% | 5/14/2025 |
 BlackRock (BLK) | 0.17% | 2.91% | 5.66% | - |
 Boeing (BA) | 0.17% | 2.87% | 5.73% | - |
 Vanguard Total Stock Market ETF (VTI) | 0.11% | 2.02% | 5.66% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 6.37% | 17.02% |
| Iron Mountain (IRM) | 3.54% | 13.75% |
| Berkshire Hathaway (BRK.B) | 3.54% | 8.73% |
| ExxonMobil (XOM) | 3.54% | 7.32% |
| U.S. Steel (X) | 4.24% | 6.44% |
| SPDR Gold (GLD) | 3.54% | 4.66% |
| Coca-Cola (KO) | 3.54% | 4.47% |
| Xiaomi (1810.HK) | 3.54% | 4.31% |
| BYD (01211.HK) | 3.06% | 4.25% |
| SMIC (00981.HK) | 3.54% | 4.22% |
| Lufthansa (LHA.DE) | 3.54% | 3.74% |
| LTC Properties (LTC.US) | 3.54% | 3.19% |
| Samsung (SMSN.L) | 3.54% | 3.08% |
| Realty Income (O) | 3.54% | 2.9% |
| Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) | 3.54% | 2.76% |
| Alibaba (9988.HK) | 3.54% | 1.49% |
| KraneShares CSI China Internet (KWEB) | 3.54% | 1.34% |
| Block Inc. (XYZ) | 3.54% | 1.32% |
| Intel (INTC) | 3.54% | 1.22% |
| Wirecard (WDI.DE) | 10.61% | 0.86% |
| Air France-KLM (AF.PA) | 3.54% | 0.77% |
| Direxion Daily Small Cap Bear 3x Shares (TZA) | 3.54% | 0.24% |
| Plug Power (PLUG) | 3.54% | 0.23% |
| ProShares UltraPro Short QQQ (SQQQ) | 3.54% | 0.1% |
| iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 3.54% | 0.08% |