Portfolio Diversification
Range
Most Diversified
26 instruments
September 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.2 instruments
Most Consistent Holdings
Top 5
VZ86.3%
PYPL86.3%
AVGO80.11%
ESS79.45%
CNXC79.31%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 4, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Smurfit Kappa (SWR.L) | 5.99% | 0% | 78.39% | 1/9/2025 |
| Broadcom (AVGO) | 5.21% | 0% | 80.11% | 1/7/2025 |
 Qualcomm (QCOM) | 4.78% | 0% | 77.73% | 1/17/2025 |
| Verizon (VZ) | 4.68% | 2.55% | 86.3% | - |
| PayPal (PYPL) | 4.61% | 6.11% | 86.3% | - |
 SPDR Gold (GLD) | 4.56% | 3.16% | 78.52% | - |
 Coca-Cola (KO) | 4.36% | 0% | 59.42% | 1/7/2025 |
| Concentrix (CNXC) | 4.31% | 0% | 79.31% | 1/8/2025 |
 Mercedes-Benz (MBG.DE) | 3.72% | 0% | 67.85% | 5/15/2025 |
| Essex Property Trust (ESS) | 3.33% | 0% | 79.45% | 1/7/2025 |
 BlackRock (BLK) | 3.2% | 0% | 72.86% | 11/13/2024 |
 Home Depot (HD) | 3.12% | 0% | 72.86% | 11/13/2024 |
 BMW (BMW.DE) | 3.09% | 0% | 61.92% | 3/31/2025 |
 ADM (ADM) | 3.05% | 0% | 65.88% | 9/25/2024 |
 Emerson (EMR) | 2.98% | 0% | 65.61% | 9/25/2024 |
 Cardano (ADA) | 2.7% | 3.03% | 68.25% | - |
 Ambev (ABEV) | 2.69% | 7.48% | 38.74% | - |
 Medifast (MED.US) | 2.54% | 0% | 59.68% | 11/6/2024 |
 ExxonMobil (XOM) | 2.1% | 0% | 78.13% | 12/23/2024 |
 Wendy's (WEN) | 2.03% | 3.74% | 38.74% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.98% | 0% | 59.55% | 11/15/2024 |
 VICI Properties (VICI) | 1.94% | 5.44% | 33.33% | - |
 Vodafone (VOD) | 1.74% | 0% | 48.22% | 1/7/2025 |
 iShares Core High Dividend ETF (HDV) | 1.71% | 0% | 18.58% | 10/11/2023 |
 Bitcoin (BTC) | 1.7% | 3.17% | 40.05% | - |
 Paycom (PAYC) | 1.57% | 3.83% | 33.33% | - |
 Roche (ROG.ZU) | 1.52% | 0% | 66.67% | 1/8/2025 |
 Stellantis (STLA.US) | 1.43% | 3.44% | 27.93% | - |
 StoneCo (STNE) | 1.42% | 5.16% | 50.07% | - |
 Teleperformance (TEP.PA) | 1.2% | 4.72% | 19.37% | - |
 Verallia (VRLA.PA) | 1.14% | 3.87% | 26.35% | - |
 Porsche (PAH3.DE) | 1.12% | 0% | 26.09% | 4/14/2025 |
 BW LPG (BWLPG.OL) | 1.08% | 5.28% | 19.63% | - |
 Albemarle (ALB) | 0.97% | 0% | 47.56% | 8/15/2024 |
 Merck (MRK) | 0.96% | 0% | 13.57% | 8/14/2023 |
 Evolution (EVO.ST) | 0.91% | 4.58% | 16.6% | - |
 Aker BP (AKRBP.OL) | 0.9% | 4.13% | 18.05% | - |
 Betterware (BWMX) | 0.89% | 2.8% | 18.71% | - |
 Croda (CRDA.L) | 0.63% | 0% | 10.28% | 8/4/2023 |
 Siem Offshore Inc (SEA1.OL) | 0.41% | 6.23% | 7.77% | - |
 ACM Research (ACMR) | 0.33% | 5.07% | 7.11% | - |
 Vidrala (VID.MC) | 0.28% | 4.01% | 7.11% | - |
 Altria (MO) | 0.26% | 3.17% | 7.77% | - |
 Jumbo Interactive Ltd (JIN.ASX) | 0.17% | 5.55% | 2.9% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Cardano (ADA) | 4.63% | 7.19% |
| Broadcom (AVGO) | 1.75% | 5.98% |
| Ambev (ABEV) | 7.74% | 5.55% |
| Paycom (PAYC) | 5% | 5.44% |
| Wendy's (WEN) | 6.25% | 5.36% |
| PayPal (PYPL) | 4.27% | 5.3% |
| Bitcoin (BTC) | 3.45% | 5.23% |
| Smurfit Kappa (SWR.L) | 3.7% | 5.09% |
| VICI Properties (VICI) | 5.82% | 4.77% |
| Stellantis (STLA.US) | 5.52% | 4.69% |
| Porsche (PAH3.DE) | 5.71% | 4.62% |
| SPDR Gold (GLD) | 3.76% | 4.62% |
| Coca-Cola (KO) | 4.19% | 4.45% |
| BMW (BMW.DE) | 5.67% | 4.39% |
| Mercedes-Benz (MBG.DE) | 5.45% | 4.38% |
| Verizon (VZ) | 4.24% | 4.3% |
| Concentrix (CNXC) | 5.87% | 4.19% |
| Qualcomm (QCOM) | 2.6% | 3.21% |
| Verallia (VRLA.PA) | 3.23% | 2.6% |
| Vodafone (VOD) | 2.7% | 2.32% |
| Essex Property Trust (ESS) | 1.87% | 2.22% |
| StoneCo (STNE) | 3.71% | 2.19% |
| Roche (ROG.ZU) | 1.5% | 1.31% |