Portfolio Diversification
Range
Most Diversified
26 instruments
September 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.5 instruments
Most Consistent Holdings
Top 5
VZ88.38%
PYPL88.38%
GLD81.68%
ADA73.07%
AVGO67.93%
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) | 5.08% | 0% | 66.48% | 1/9/2025 |
| PayPal (PYPL) | 4.75% | 5.37% | 88.38% | - |
| Broadcom (AVGO) | 4.42% | 0% | 67.93% | 1/7/2025 |
| SPDR Gold (GLD) | 4.35% | 3.91% | 81.68% | - |
| Verizon (VZ) | 4.33% | 2.22% | 88.38% | - |
 Qualcomm (QCOM) | 4.05% | 0% | 65.92% | 1/17/2025 |
 Coca-Cola (KO) | 3.69% | 0% | 50.39% | 1/7/2025 |
 Concentrix (CNXC) | 3.66% | 0% | 67.26% | 1/8/2025 |
 Ambev (ABEV) | 3.27% | 6.35% | 48.04% | - |
 Mercedes-Benz (MBG.DE) | 3.15% | 0% | 57.54% | 5/15/2025 |
 Essex Property Trust (ESS) | 2.83% | 0% | 67.37% | 1/7/2025 |
| Cardano (ADA) | 2.8% | 2.89% | 73.07% | - |
 BlackRock (BLK) | 2.71% | 0% | 61.79% | 11/13/2024 |
 Home Depot (HD) | 2.65% | 0% | 61.79% | 11/13/2024 |
 BMW (BMW.DE) | 2.62% | 0% | 52.51% | 3/31/2025 |
 ADM (ADM) | 2.59% | 0% | 55.87% | 9/25/2024 |
 Emerson (EMR) | 2.53% | 0% | 55.64% | 9/25/2024 |
 VICI Properties (VICI) | 2.46% | 5.04% | 43.46% | - |
 Wendy's (WEN) | 2.28% | 3.65% | 48.04% | - |
 Medifast (MED.US) | 2.16% | 0% | 50.61% | 11/6/2024 |
 StoneCo (STNE) | 2.07% | 6.64% | 57.65% | - |
 Bitcoin (BTC) | 1.93% | 3.18% | 49.16% | - |
 Paycom (PAYC) | 1.88% | 3.67% | 43.46% | - |
 BW LPG (BWLPG.OL) | 1.86% | 5.47% | 31.84% | - |
 ExxonMobil (XOM) | 1.78% | 0% | 66.26% | 12/23/2024 |
 Stellantis (STLA.US) | 1.7% | 3.48% | 38.88% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.68% | 0% | 50.5% | 11/15/2024 |
 Evolution (EVO.ST) | 1.58% | 4.75% | 29.27% | - |
 Teleperformance (TEP.PA) | 1.55% | 2.9% | 31.62% | - |
 Verallia (VRLA.PA) | 1.48% | 2.84% | 37.54% | - |
 Vodafone (VOD) | 1.47% | 0% | 40.89% | 1/7/2025 |
 iShares Core High Dividend ETF (HDV) | 1.45% | 0% | 15.75% | 10/11/2023 |
 Aker BP (AKRBP.OL) | 1.37% | 3.85% | 30.5% | - |
 Betterware (BWMX) | 1.33% | 4.17% | 31.06% | - |
 Roche (ROG.ZU) | 1.29% | 0% | 56.54% | 1/8/2025 |
 Siem Offshore Inc (SEA1.OL) | 1.25% | 4.66% | 21.79% | - |
 ACM Research (ACMR) | 1.17% | 7.63% | 21.23% | - |
 Jumbo Interactive Ltd (JIN.ASX) | 1.01% | 7% | 17.65% | - |
 Porsche (PAH3.DE) | 0.95% | 0% | 22.12% | 4/14/2025 |
 Albemarle (ALB) | 0.82% | 0% | 40.34% | 8/15/2024 |
 Merck (MRK) | 0.81% | 0% | 11.51% | 8/14/2023 |
 Vidrala (VID.MC) | 0.78% | 3.26% | 21.23% | - |
 Altria (MO) | 0.7% | 3.22% | 21.79% | - |
 Croda (CRDA.L) | 0.53% | 0% | 8.72% | 8/4/2023 |
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% |