Portfolio Diversification
Range
Most Diversified
13 instruments
April 1, 2022
Least Diversified
10 instruments
September 24, 2024
Average
12.4 instruments
Most Consistent Holdings
Top 5
DIS100%
LMND100%
JD.US100%
01211.HK100%
9988.HK100%
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) | 24.04% | 19.42% | 99.91% | - |
| BYD (01211.HK) | 19.13% | 21.43% | 100% | - |
| Alibaba (9988.HK) | 11.91% | 12.13% | 100% | - |
 Palantir (PLTR) | 9.75% | 26.6% | 100% | - |
| Disney (DIS) | 9.11% | 5.65% | 100% | - |
| JD.com (JD.US) | 5.52% | 3.81% | 100% | - |
 VanEck Vectors Gold Miners ETF (GDX) | 4.28% | 4.36% | 100% | - |
 Nio (NIO) | 3.67% | 0.95% | 100% | - |
 Upstart (UPST) | 2.84% | 2.46% | 92.31% | - |
 Merck (MRK) | 2.19% | 0% | 47.71% | 8/1/2023 |
| Lemonade (LMND) | 1.79% | 1.9% | 100% | - |
 Teladoc (TDOC) | 1.55% | 0.34% | 99.91% | - |
 Fiverr (FVRR) | 1.48% | 0.74% | 100% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 10% | 25.7% |
| Palantir (PLTR) | 5.33% | 25.54% |
| BYD (01211.HK) | 9.54% | 16.2% |
| Alibaba (9988.HK) | 20.41% | 8.62% |
| Disney (DIS) | 8.6% | 7.52% |
| Upstart (UPST) | 7.5% | 4.15% |
| JD.com (JD.US) | 7.71% | 3.51% |
| VanEck Vectors Gold Miners ETF (GDX) | 3.72% | 3.43% |
| Lemonade (LMND) | 4.87% | 2.48% |
| Nio (NIO) | 5.72% | 1.18% |
| Fiverr (FVRR) | 8.47% | 1.07% |
| Teladoc (TDOC) | 7.96% | 0.43% |