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Portfolio Diversification
Range
Most Diversified
26 instruments
September 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.8 instruments
Most Consistent Holdings
Top 5
PYPL89.56%
GLD83.33%
VZ80.22%
ADA75.8%
STNE61.95%
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 |
|---|---|---|---|---|
| PayPal (PYPL) | 4.75% | 3.77% | 89.56% | - |
 Smurfit Kappa (SWR.L) | 4.56% | 0% | 59.74% | 1/9/2025 |
| SPDR Gold (GLD) | 4.29% | 4.39% | 83.33% | - |
 Broadcom (AVGO) | 3.97% | 0% | 61.04% | 1/7/2025 |
| Verizon (VZ) | 3.91% | 0% | 80.22% | 10/29/2025 |
 Qualcomm (QCOM) | 3.64% | 0% | 59.24% | 1/17/2025 |
 Ambev (ABEV) | 3.63% | 5.96% | 53.31% | - |
 Coca-Cola (KO) | 3.32% | 0% | 45.28% | 1/7/2025 |
 Concentrix (CNXC) | 3.29% | 0% | 60.44% | 1/8/2025 |
 Mercedes-Benz (MBG.DE) | 2.83% | 0% | 51.71% | 5/15/2025 |
| Cardano (ADA) | 2.71% | 1.34% | 75.8% | - |
 VICI Properties (VICI) | 2.68% | 4.12% | 49.2% | - |
 Essex Property Trust (ESS) | 2.54% | 0% | 60.54% | 1/7/2025 |
| StoneCo (STNE) | 2.44% | 5.44% | 61.95% | - |
 BlackRock (BLK) | 2.44% | 0% | 55.52% | 11/13/2024 |
 Wendy's (WEN) | 2.4% | 2.11% | 53.31% | - |
 Home Depot (HD) | 2.38% | 0% | 55.52% | 11/13/2024 |
 BMW (BMW.DE) | 2.35% | 0% | 47.19% | 3/31/2025 |
 ADM (ADM) | 2.32% | 0% | 50.2% | 9/25/2024 |
 Emerson (EMR) | 2.27% | 0% | 50% | 9/25/2024 |
 BW LPG (BWLPG.OL) | 2.26% | 5% | 38.76% | - |
 Paycom (PAYC) | 2.17% | 3.7% | 49.2% | - |
 Bitcoin (BTC) | 2.01% | 2.22% | 54.32% | - |
 Medifast (MED.US) | 1.94% | 0% | 45.48% | 11/6/2024 |
 Evolution (EVO.ST) | 1.83% | 3.31% | 36.45% | - |
 ACM Research (ACMR) | 1.82% | 8.45% | 29.22% | - |
 Teleperformance (TEP.PA) | 1.72% | 3.04% | 38.55% | - |
 Betterware (BWMX) | 1.68% | 4.41% | 38.05% | - |
 Siem Offshore Inc (SEA1.OL) | 1.66% | 5.44% | 29.72% | - |
 Aker BP (AKRBP.OL) | 1.64% | 4.15% | 37.55% | - |
 Verallia (VRLA.PA) | 1.63% | 2.49% | 43.88% | - |
 ExxonMobil (XOM) | 1.6% | 0% | 59.54% | 12/23/2024 |
 Stellantis (STLA.US) | 1.56% | 0% | 35.74% | 10/29/2025 |
 Jumbo Interactive Ltd (JIN.ASX) | 1.52% | 5.1% | 26% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.51% | 0% | 45.38% | 11/15/2024 |
 Vodafone (VOD) | 1.32% | 0% | 36.75% | 1/7/2025 |
 iShares Core High Dividend ETF (HDV) | 1.3% | 0% | 14.16% | 10/11/2023 |
 Roche (ROG.ZU) | 1.16% | 0% | 50.8% | 1/8/2025 |
 Vidrala (VID.MC) | 1.03% | 3.03% | 29.22% | - |
 Altria (MO) | 0.92% | 2.74% | 29.52% | - |
 Porsche (PAH3.DE) | 0.85% | 0% | 19.88% | 4/14/2025 |
 Albemarle (ALB) | 0.74% | 0% | 36.24% | 8/15/2024 |
 Merck (MRK) | 0.73% | 0% | 10.34% | 8/14/2023 |
 Croda (CRDA.L) | 0.48% | 0% | 7.83% | 8/4/2023 |
 Sezzle (SEZL) | 0.24% | 2.48% | 9.34% | - |
 Supermicro (SMCI) | 0.17% | 2.42% | 9.34% | - |
 Microsoft (MSFT) | 0.14% | 1.68% | 9.34% | - |
 InPost SA (INPST.NV) | 0.08% | 2.03% | 4.32% | - |
 Azimut (AZM.MI) | 0.07% | 1.62% | 4.32% | - |
 Prosegur (PSG.MC) | 0.02% | 2.18% | 0.8% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| ACM Research (ACMR) | 4.1% | 7.46% |
| Ambev (ABEV) | 6.22% | 6.8% |
| Jumbo Interactive Ltd (JIN.ASX) | 5.72% | 6.13% |
| BW LPG (BWLPG.OL) | 5.73% | 5.76% |
| Siem Offshore Inc (SEA1.OL) | 4.03% | 5.3% |
| StoneCo (STNE) | 4.25% | 5.19% |
| Paycom (PAYC) | 6.1% | 4.77% |
| Betterware (BWMX) | 3.78% | 4.55% |
| VICI Properties (VICI) | 5.28% | 4.48% |
| PayPal (PYPL) | 5.13% | 4.47% |
| Evolution (EVO.ST) | 5.87% | 4% |
| Aker BP (AKRBP.OL) | 4.27% | 3.99% |
| Teleperformance (TEP.PA) | 5.55% | 3.92% |
| SPDR Gold (GLD) | 1.84% | 3.78% |
| Wendy's (WEN) | 6.06% | 3.35% |
| Vidrala (VID.MC) | 3.71% | 3.33% |
| Altria (MO) | 3.03% | 2.84% |
| Verallia (VRLA.PA) | 3.41% | 2.83% |
| Bitcoin (BTC) | 1.68% | 2.47% |
| Sezzle (SEZL) | 2.93% | 2.41% |
| Microsoft (MSFT) | 2.3% | 2.02% |
| InPost SA (INPST.NV) | 1.83% | 1.73% |
| Azimut (AZM.MI) | 1.83% | 1.73% |
| Supermicro (SMCI) | 2.88% | 1.49% |
| Cardano (ADA) | 2.26% | 1.43% |
Cash & Instruments Over Time
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