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Portfolio Diversification
Range
Most Diversified
17 instruments
April 17, 2025
Least Diversified
0 instruments
April 8, 2025
Average
6.3 instruments
Most Consistent Holdings
Top 5
CX72.95%
TSLA72.38%
BTC72.38%
TELFY71.43%
AAPL4.76%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 8, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 LongGroMo-CXN | 19.48% | 23.05% | 89.9% | - |
 LongFinVal-HXZ | 18.79% | 22.54% | 90.1% | - |
 GrowQualST-JGC | 18.56% | 21.22% | 90.1% | - |
| Bitcoin (BTC) | 5.23% | 6.37% | 72.38% | - |
| Tesla (TSLA) | 4.97% | 6.06% | 72.38% | - |
| Cemex (CX) | 3.26% | 4.11% | 72.95% | - |
| Telefonica (TELFY) | 0.95% | 1.23% | 71.43% | - |
| Apple (AAPL) | 0.38% | 0% | 4.76% | 5/5/2025 |
 Microsoft (MSFT) | 0.35% | 0% | 4.76% | 5/5/2025 |
 Coca-Cola (KO) | 0.23% | 0% | 4.76% | 5/5/2025 |
 Alphabet (GOOGL) | 0.23% | 0% | 1.14% | 4/16/2025 |
 Procter & Gamble (PG) | 0.23% | 0% | 4.76% | 5/5/2025 |
 Netflix (NFLX) | 0.12% | 0% | 3.62% | 5/5/2025 |
 Texas Instruments (TXN) | 0.12% | 0% | 3.62% | 5/5/2025 |
 Oracle (ORCL) | 0.12% | 0% | 3.62% | 5/5/2025 |
 Walmart (WMT) | 0.12% | 0% | 3.62% | 5/5/2025 |
 Salesforce (CRM) | 0.12% | 0% | 3.62% | 5/5/2025 |
 Adobe (ADBE) | 0.12% | 0% | 3.62% | 5/5/2025 |
 Intel (INTC) | 0.12% | 0% | 3.62% | 5/5/2025 |
 Costco (COST) | 0.11% | 0% | 3.62% | 5/5/2025 |
 Johnson & Johnson (JNJ) | 0.11% | 0% | 1.14% | 4/16/2025 |
 Cisco (CSCO) | 0.11% | 0% | 3.62% | 5/5/2025 |
 Verizon (VZ) | 0.11% | 0% | 3.62% | 5/5/2025 |
 PepsiCo (PEP) | 0.11% | 0% | 3.62% | 5/5/2025 |
 Manchester United (MANU) | 0.09% | 0% | 3.62% | 5/5/2025 |
 UnitedHealth (UNH) | 0.08% | 0% | 3.62% | 5/5/2025 |
 NextEra (NEE) | 0.06% | 0% | 1.14% | 4/16/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| LongGroMo-CXN | 19.56% | 21.42% |
| LongFinVal-HXZ | 19.55% | 20.85% |
| GrowQualST-JGC | 19.57% | 20.53% |
| Tesla (TSLA) | 6.47% | 7.79% |
| Bitcoin (BTC) | 11.22% | 7.57% |
| Cemex (CX) | 3.86% | 4.61% |
| Telefonica (TELFY) | 1.93% | 1.23% |
Cash & Instruments Over Time
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