Portfolio Diversification
Range
Most Diversified
6 instruments
June 15, 2024
Least Diversified
0 instruments
October 12, 2023
Average
2.4 instruments
Most Consistent Holdings
Top 5
NOVO-B.CO59.35%
LLY36.35%
GOLD31.68%
TMV.DE29.01%
NVDA24.81%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since July 26, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Novo Nordisk (NOVO-B.CO) | 25.79% | 0% | 59.35% | 6/17/2025 |
| TeamViewer (TMV.DE) | 17.42% | 0% | 29.01% | 7/31/2023 |
| Gold (Non Expiry) (GOLD) | 11.47% | 43.39% | 31.68% | - |
| NVIDIA (NVDA) | 7.72% | 0% | 24.81% | 6/20/2025 |
| Eli Lilly (LLY) | 7.61% | 0% | 36.35% | 4/4/2025 |
 Ethereum (ETH) | 4.44% | 0% | 14.69% | 10/26/2023 |
 Bitcoin (BTC) | 1.74% | 0% | 21.37% | 2/1/2025 |
 Boeing (BA) | 1.06% | 0% | 1.72% | 3/31/2023 |
 Abbott (ABT) | 0.77% | 0% | 1.81% | 11/2/2023 |
 Medtronic (MDT.US) | 0.59% | 0% | 2.19% | 11/15/2023 |
 Vertex (VRTX) | 0.53% | 0% | 2.48% | 12/11/2023 |
 Oil (Non Expiry) (OIL) | 0.52% | 0% | 2.58% | 6/13/2024 |
 Broadcom (AVGO) | 0.43% | 0% | 1.81% | 2/21/2024 |
 Stryker (SYK) | 0.35% | 0% | 2% | 7/5/2024 |
 Bitcoin Cash (BCH) | 0.28% | 0% | 1.15% | 3/11/2023 |
 Roche (ROG.ZU) | 0.2% | 0% | 1.62% | 3/19/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.16% | 0% | 0.67% | 4/17/2023 |
 Platinum (Non Expiry) (PLATINUM) | 0.03% | 0% | 0.19% | 10/25/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Gold (Non Expiry) (GOLD) | 40.19% | 40.4% |