Portfolio Diversification
Range
Most Diversified
14 instruments
January 23, 2025
Least Diversified
0 instruments
February 11, 2022
Average
5.5 instruments
Most Consistent Holdings
Top 5
EBAY71.59%
PYPL63.6%
MBG.DE33.58%
BMW.DE32.53%
B4B.DE32.36%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alphabet (GOOGL) | 14.92% | 0% | 26.31% | 3/11/2024 |
| PayPal (PYPL) | 10.95% | 0% | 63.6% | 6/6/2024 |
 Meta (META) | 9.82% | 0% | 29.78% | 3/15/2023 |
| BMW (BMW.DE) | 8.44% | 21.44% | 32.53% | - |
| Mercedes-Benz (MBG.DE) | 8.34% | 18.37% | 33.58% | - |
 Pfizer (PFE) | 5.1% | 22.72% | 22.84% | - |
 Occidental (OXY) | 3.14% | 10.19% | 27.04% | - |
 Nike (NKE) | 2.29% | 0% | 11.62% | 1/27/2025 |
 Walgreens (WBA) | 2.27% | 0% | 20.26% | 12/10/2024 |
 Harley-Davidson (HOG) | 1.88% | 0% | 9.44% | 8/19/2022 |
 IBM (IBM) | 1.82% | 0% | 10.41% | 4/25/2024 |
 Netflix (NFLX) | 1.67% | 0% | 7.67% | 7/25/2022 |
| METRO (B4B.DE) | 1.54% | 0% | 32.36% | 7/5/2024 |
| eBay (EBAY) | 1.25% | 0% | 71.59% | 8/21/2024 |
 Guess? (GES) | 1.09% | 6.71% | 15.9% | - |
 Tesla (TSLA) | 1.04% | 0% | 9.77% | 4/24/2024 |
 PepsiCo (PEP) | 1.02% | 10.48% | 8.96% | - |
 Progress Software (PRGS) | 0.83% | 0% | 9.04% | 4/29/2025 |
 NVIDIA (NVDA) | 0.55% | 0% | 2.66% | 1/28/2025 |
 Fiverr (FVRR) | 0.51% | 0% | 5.57% | 4/11/2024 |
 WD-40 (WDFC) | 0.47% | 0% | 7.83% | 7/16/2024 |
 Amazon (AMZN) | 0.47% | 0% | 2.82% | 8/4/2023 |
 FutureFuel (FF) | 0.33% | 0% | 8.39% | 3/7/2025 |
 Walmart (WMT) | 0.26% | 0% | 1.86% | 3/10/2022 |
 Sonos (SONO) | 0.24% | 0% | 8.8% | 11/28/2023 |
 Adobe (ADBE) | 0.21% | 0% | 2.5% | 6/14/2024 |
 Robinhood (HOOD) | 0.2% | 0% | 20.18% | 5/15/2023 |
 Mattel (MAT) | 0.11% | 0% | 2.02% | 2/8/2024 |
 Hershey (HSY) | 0.1% | 0% | 3.95% | 2/24/2025 |
 Applied Materials (AMAT) | 0.1% | 0% | 2.58% | 6/16/2025 |
 Rivian (RIVN) | 0.09% | 0% | 3.87% | 2/23/2024 |
 Coca-Cola (KO) | 0.07% | 0% | 5.57% | 1/27/2025 |
 Novavax (NVAX) | 0.05% | 0% | 2.02% | 4/19/2023 |
 Coinbase (COIN) | 0.05% | 0% | 1.78% | 6/28/2023 |
 Cameco (CCJ) | 0.05% | 0% | 2.99% | 2/26/2025 |
 Starbucks (SBUX) | 0.04% | 0% | 0.65% | 5/15/2024 |
 Hewlett Packard Enterprise (HPE) | 0.04% | 0% | 0.32% | 3/11/2025 |
 Verizon (VZ) | 0.03% | 0% | 6.05% | 6/4/2024 |
 Novo-Nordisk (NVO) | 0.03% | 0% | 1.45% | 1/24/2025 |
 Waste Management (WM) | 0.03% | 0% | 1.69% | 1/27/2025 |
 Manchester United (MANU) | 0.02% | 0% | 0.4% | 2/26/2025 |
 Molina (MOH) | 0.02% | 0% | 1.05% | 2/24/2025 |
 Sirius XM (SIRI) | 0.02% | 0% | 2.5% | 1/27/2025 |
 Celsius (CELH) | 0.02% | 0% | 2.5% | 1/27/2025 |
 Lululemon (LULU) | 0.02% | 0% | 0.16% | 6/6/2024 |
 UPS (UPS) | 0.02% | 0% | 0.16% | 4/25/2024 |
 Olaplex (OLPX) | 0.02% | 0% | 1.69% | 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% | 1.53% | 4/8/2024 |
 Peloton (PTON) | 0.01% | 0% | 0.24% | 8/25/2023 |
 Delta (DAL) | 0% | 0% | 0.16% | 4/11/2024 |
 Zoom (ZM) | 0% | 0% | 0.16% | 8/22/2024 |
 LG Display (LPL) | 0% | 0% | 0.48% | 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% |