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
EBAY68.81%
PYPL61.13%
MBG.DE36.15%
BMW.DE35.14%
B4B.DE31.11%
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) | 14.34% | 0% | 25.29% | 3/11/2024 |
| PayPal (PYPL) | 10.52% | 0% | 61.13% | 6/6/2024 |
 Meta (META) | 9.44% | 0% | 28.63% | 3/15/2023 |
| BMW (BMW.DE) | 9% | 23.78% | 35.14% | - |
| Mercedes-Benz (MBG.DE) | 8.71% | 17.67% | 36.15% | - |
 Pfizer (PFE) | 5.74% | 21.08% | 25.83% | - |
 Occidental (OXY) | 3.4% | 9.6% | 29.87% | - |
 Nike (NKE) | 2.2% | 0% | 11.17% | 1/27/2025 |
 Walgreens (WBA) | 2.19% | 0% | 19.47% | 12/10/2024 |
 Harley-Davidson (HOG) | 1.8% | 0% | 9.08% | 8/19/2022 |
 IBM (IBM) | 1.75% | 0% | 10.01% | 4/25/2024 |
 Netflix (NFLX) | 1.61% | 0% | 7.37% | 7/25/2022 |
| METRO (B4B.DE) | 1.48% | 0% | 31.11% | 7/5/2024 |
 PepsiCo (PEP) | 1.39% | 10.71% | 12.49% | - |
 Guess? (GES) | 1.32% | 6.93% | 19.16% | - |
| eBay (EBAY) | 1.2% | 0% | 68.81% | 8/21/2024 |
 Tesla (TSLA) | 1% | 0% | 9.39% | 4/24/2024 |
 Progress Software (PRGS) | 0.83% | 0% | 9.31% | 7/25/2025 |
 NVIDIA (NVDA) | 0.53% | 0% | 2.56% | 1/28/2025 |
 Fiverr (FVRR) | 0.49% | 0% | 5.35% | 4/11/2024 |
 WD-40 (WDFC) | 0.46% | 0% | 7.53% | 7/16/2024 |
 Amazon (AMZN) | 0.45% | 0% | 2.72% | 8/4/2023 |
 FutureFuel (FF) | 0.32% | 0% | 8.07% | 3/7/2025 |
 Walmart (WMT) | 0.25% | 0% | 1.78% | 3/10/2022 |
 Sonos (SONO) | 0.23% | 0% | 8.46% | 11/28/2023 |
 Adobe (ADBE) | 0.2% | 0% | 2.4% | 6/14/2024 |
 Robinhood (HOOD) | 0.19% | 0% | 19.39% | 5/15/2023 |
 Mattel (MAT) | 0.11% | 0% | 1.94% | 2/8/2024 |
 Hershey (HSY) | 0.1% | 0% | 3.8% | 2/24/2025 |
 Applied Materials (AMAT) | 0.1% | 0% | 2.48% | 6/16/2025 |
 Rivian (RIVN) | 0.09% | 0% | 3.72% | 2/23/2024 |
 UPS (UPS) | 0.08% | 5.06% | 1.4% | - |
 Coca-Cola (KO) | 0.07% | 0% | 5.35% | 1/27/2025 |
 Novavax (NVAX) | 0.05% | 0% | 1.94% | 4/19/2023 |
 Coinbase (COIN) | 0.05% | 0% | 1.71% | 6/28/2023 |
 Cameco (CCJ) | 0.05% | 0% | 2.87% | 2/26/2025 |
 Starbucks (SBUX) | 0.04% | 0% | 0.62% | 5/15/2024 |
 Hewlett Packard Enterprise (HPE) | 0.04% | 0% | 0.31% | 3/11/2025 |
 Verizon (VZ) | 0.03% | 0% | 5.82% | 6/4/2024 |
 Novo-Nordisk (NVO) | 0.03% | 0% | 1.4% | 1/24/2025 |
 Waste Management (WM) | 0.03% | 0% | 1.63% | 1/27/2025 |
 Manchester United (MANU) | 0.02% | 0% | 0.39% | 2/26/2025 |
 Molina (MOH) | 0.02% | 0% | 1.01% | 2/24/2025 |
 Sirius XM (SIRI) | 0.02% | 0% | 2.4% | 1/27/2025 |
 Celsius (CELH) | 0.02% | 0% | 2.4% | 1/27/2025 |
 Lululemon (LULU) | 0.02% | 0% | 0.16% | 6/6/2024 |
 Olaplex (OLPX) | 0.02% | 0% | 1.63% | 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% | 1.47% | 4/8/2024 |
 Peloton (PTON) | 0.01% | 0% | 0.23% | 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% | 0.47% | 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% |