Portfolio Diversification
Range
Most Diversified
14 instruments
January 23, 2025
Least Diversified
0 instruments
February 11, 2022
Average
5.4 instruments
Most Consistent Holdings
Top 5
EBAY74.79%
PYPL66.44%
B4B.DE33.81%
META31.11%
MBG.DE30.61%
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 (GOOGL) | 15.58% | 0% | 27.49% | 3/11/2024 |
| PayPal (PYPL) | 11.43% | 0% | 66.44% | 6/6/2024 |
| Meta (META) | 10.26% | 0% | 31.11% | 3/15/2023 |
| Mercedes-Benz (MBG.DE) | 7.83% | 20.66% | 30.61% | - |
 BMW (BMW.DE) | 7.79% | 22.79% | 29.51% | - |
 Pfizer (PFE) | 4.34% | 23.16% | 19.39% | - |
 Occidental (OXY) | 2.82% | 9.96% | 23.78% | - |
 Nike (NKE) | 2.39% | 0% | 12.14% | 1/27/2025 |
 Walgreens (WBA) | 2.38% | 0% | 21.16% | 12/10/2024 |
 Harley-Davidson (HOG) | 1.96% | 0% | 9.87% | 8/19/2022 |
 IBM (IBM) | 1.9% | 0% | 10.88% | 4/25/2024 |
 Netflix (NFLX) | 1.75% | 0% | 8.01% | 7/25/2022 |
| METRO (B4B.DE) | 1.61% | 0% | 33.81% | 7/5/2024 |
| eBay (EBAY) | 1.31% | 0% | 74.79% | 8/21/2024 |
 Tesla (TSLA) | 1.09% | 0% | 10.2% | 4/24/2024 |
 Progress Software (PRGS) | 0.87% | 0% | 9.44% | 4/29/2025 |
 Guess? (GES) | 0.85% | 6.6% | 12.14% | - |
 PepsiCo (PEP) | 0.6% | 10.94% | 4.89% | - |
 NVIDIA (NVDA) | 0.58% | 0% | 2.78% | 1/28/2025 |
 Fiverr (FVRR) | 0.53% | 0% | 5.82% | 4/11/2024 |
 WD-40 (WDFC) | 0.49% | 0% | 8.18% | 7/16/2024 |
 Amazon (AMZN) | 0.49% | 0% | 2.95% | 8/4/2023 |
 FutureFuel (FF) | 0.35% | 0% | 8.77% | 3/7/2025 |
 Walmart (WMT) | 0.27% | 0% | 1.94% | 3/10/2022 |
 Sonos (SONO) | 0.25% | 0% | 9.19% | 11/28/2023 |
 Adobe (ADBE) | 0.22% | 0% | 2.61% | 6/14/2024 |
 Robinhood (HOOD) | 0.21% | 0% | 21.08% | 5/15/2023 |
 Mattel (MAT) | 0.11% | 0% | 2.11% | 2/8/2024 |
 Hershey (HSY) | 0.11% | 0% | 4.13% | 2/24/2025 |
 Rivian (RIVN) | 0.1% | 0% | 4.05% | 2/23/2024 |
 Coca-Cola (KO) | 0.08% | 0% | 5.82% | 1/27/2025 |
 Novavax (NVAX) | 0.06% | 0% | 2.11% | 4/19/2023 |
 Coinbase (COIN) | 0.06% | 0% | 1.85% | 6/28/2023 |
 Cameco (CCJ) | 0.05% | 0% | 3.12% | 2/26/2025 |
 Starbucks (SBUX) | 0.04% | 0% | 0.67% | 5/15/2024 |
 Hewlett Packard Enterprise (HPE) | 0.04% | 0% | 0.34% | 3/11/2025 |
 Verizon (VZ) | 0.03% | 0% | 6.32% | 6/4/2024 |
 Novo-Nordisk (NVO) | 0.03% | 0% | 1.52% | 1/24/2025 |
 Waste Management (WM) | 0.03% | 0% | 1.77% | 1/27/2025 |
 Manchester United (MANU) | 0.02% | 0% | 0.42% | 2/26/2025 |
 Molina (MOH) | 0.02% | 0% | 1.1% | 2/24/2025 |
 Sirius XM (SIRI) | 0.02% | 0% | 2.61% | 1/27/2025 |
 Celsius (CELH) | 0.02% | 0% | 2.61% | 1/27/2025 |
 Lululemon (LULU) | 0.02% | 0% | 0.17% | 6/6/2024 |
 UPS (UPS) | 0.02% | 0% | 0.17% | 4/25/2024 |
 Olaplex (OLPX) | 0.02% | 0% | 1.77% | 3/4/2025 |
 Levi's (LEVI) | 0.01% | 0% | 0.08% | 10/6/2023 |
 Ford (F) | 0.01% | 0% | 0.08% | 2/8/2024 |
 BHP (BHP) | 0.01% | 0% | 1.6% | 4/8/2024 |
 Peloton (PTON) | 0.01% | 0% | 0.25% | 8/25/2023 |
 Delta (DAL) | 0% | 0% | 0.17% | 4/11/2024 |
 Zoom (ZM) | 0% | 0% | 0.17% | 8/22/2024 |
 LG Display (LPL) | 0% | 0% | 0.51% | 6/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| BMW (BMW.DE) | 26.77% | 24.77% |
| Occidental (OXY) | 21.02% | 24.36% |
| Mercedes-Benz (MBG.DE) | 23.79% | 21.52% |
| Pfizer (PFE) | 13.22% | 14.59% |
| Guess? (GES) | 7.68% | 8.19% |
| Sirius XM (SIRI) | 0.78% | 0.94% |
| Celsius (CELH) | 0.72% | 0.87% |
| Cameco (CCJ) | 0.71% | 0.84% |