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Portfolio Diversification
Range
Most Diversified
13 instruments
March 8, 2025
Least Diversified
0 instruments
April 4, 2026
Average
6.8 instruments
Most Consistent Holdings
Top 5
O97.09%
VALE91.75%
PATH73.67%
DLO67.48%
ADM66.02%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Vale (VALE) | 19.39% | 0% | 91.75% | 1/28/2026 |
| Realty Income (O) | 15.76% | 0% | 97.09% | 3/13/2026 |
| UiPath (PATH) | 7.62% | 0% | 73.67% | 12/8/2025 |
 ZIM (ZIM) | 4.97% | 0% | 19.54% | 9/18/2024 |
| ADM (ADM) | 4.76% | 8.65% | 66.02% | - |
| dLocal (DLO) | 3.28% | 6.51% | 67.48% | - |
 Nike (NKE) | 2.63% | 0% | 44.42% | 10/8/2025 |
 Grab (GRAB) | 2.29% | 0% | 45.27% | 9/12/2025 |
 Celsius (CELH) | 2% | 0% | 23.42% | 4/7/2025 |
 Palantir (PLTR) | 1.35% | 0% | 10.56% | 3/28/2024 |
 Estee Lauder (EL) | 1.05% | 0% | 25.97% | 6/13/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.57% | 0% | 16.87% | 4/28/2025 |
 AMD (AMD) | 0.57% | 0% | 23.54% | 5/28/2025 |
 e.l.f. (ELF) | 0.47% | 0% | 28.03% | 5/27/2025 |
 HubSpot (HUBS) | 0.33% | 0% | 8.25% | 9/18/2024 |
 Fiserv (FISV) | 0.28% | 4.66% | 8.01% | - |
 Dollar General (DG.US) | 0.26% | 0% | 16.38% | 4/4/2025 |
 Archer Aviation (ACHR) | 0.09% | 0% | 4.37% | 11/14/2024 |
 Amazon (AMZN) | 0.05% | 0% | 2.91% | 3/13/2026 |
 Rio Tinto (RIO) | 0.04% | 0% | 0.97% | 9/18/2024 |
 UnitedHealth (UNH) | 0.02% | 0% | 1.7% | 5/29/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vale (VALE) | 28.3% | 32.24% |
| Realty Income (O) | 13.49% | 12.51% |
| ADM (ADM) | 7.71% | 7.74% |
| dLocal (DLO) | 4.28% | 5.84% |
Cash & Instruments Over Time
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