Portfolio Diversification
Range
Most Diversified
11 instruments
January 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
9 instruments
Most Consistent Holdings
Top 5
HAL97.06%
FCX88.24%
INTC86.76%
DVN79.41%
WBA77.94%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 27, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Devon Energy (DVN) | 20.06% | 0% | 79.41% | 2/1/2025 |
| Halliburton (HAL) | 14.16% | 0% | 97.06% | 2/1/2025 |
| Intel (INTC) | 9.97% | 0% | 86.76% | 2/1/2025 |
 TMTG (DJT) | 9.32% | 0% | 39.71% | 12/23/2024 |
 Bluebird Bio (BLUE) | 6.71% | 0% | 30.88% | 12/17/2024 |
| Freeport-McMoRan (FCX) | 4.64% | 0% | 88.24% | 2/1/2025 |
 Icahn Enterprises (IEP) | 4.15% | 0% | 54.41% | 2/1/2025 |
 C3.ai (AI) | 3.87% | 0% | 45.59% | 1/10/2025 |
| Walgreens (WBA) | 3.32% | 0% | 77.94% | 2/1/2025 |
 PG&E (PCG) | 2.9% | 0% | 27.94% | 2/1/2025 |
 Wolfspeed (WOLF) | 2.7% | 0% | 42.65% | 2/1/2025 |
 Oklo (OKLO) | 2.03% | 0% | 23.53% | 1/3/2025 |
 Palantir (PLTR) | 2.01% | 0% | 19.12% | 12/23/2024 |
 NuScale Power (SMR) | 1.8% | 0% | 33.82% | 1/10/2025 |
 NVIDIA (NVDA) | 1.65% | 0% | 20.59% | 2/1/2025 |
 FTAI Aviation (FTAI) | 1.63% | 0% | 23.53% | 2/1/2025 |
 Bloomin' Brands (BLMN) | 1.34% | 0% | 57.35% | 1/31/2025 |
 Symbotic (SYM) | 0.9% | 0% | 36.76% | 2/1/2025 |
 Janux (JANX) | 0.87% | 0% | 10.29% | 12/10/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Devon Energy (DVN) | 34.59% | 37.83% |
| Halliburton (HAL) | 13.9% | 12.58% |
| Intel (INTC) | 12.39% | 12.06% |
| C3.ai (AI) | 9.48% | 7.97% |
| Icahn Enterprises (IEP) | 5.94% | 6% |
| Walgreens (WBA) | 5.88% | 5.61% |
| Freeport-McMoRan (FCX) | 5.74% | 5.28% |
| NuScale Power (SMR) | 5.34% | 4.96% |
| Oklo (OKLO) | 4.23% | 4.91% |
| Bloomin' Brands (BLMN) | 1.98% | 2.26% |