Portfolio Diversification
Range
Most Diversified
26 instruments
September 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.4 instruments
Most Consistent Holdings
Top 5
VZ87.75%
PYPL87.75%
GLD80.68%
AVGO71.61%
ADA71.61%
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) | 5.35% | 0% | 70.08% | 1/9/2025 |
| PayPal (PYPL) | 4.72% | 5.3% | 87.75% | - |
| Broadcom (AVGO) | 4.66% | 0% | 71.61% | 1/7/2025 |
| Verizon (VZ) | 4.44% | 2.4% | 87.75% | - |
| SPDR Gold (GLD) | 4.4% | 3.16% | 80.68% | - |
 Qualcomm (QCOM) | 4.27% | 0% | 69.49% | 1/17/2025 |
 Coca-Cola (KO) | 3.89% | 0% | 53.12% | 1/7/2025 |
 Concentrix (CNXC) | 3.86% | 0% | 70.91% | 1/8/2025 |
 Mercedes-Benz (MBG.DE) | 3.33% | 0% | 60.66% | 5/15/2025 |
 Ambev (ABEV) | 3.11% | 6.13% | 45.23% | - |
 Essex Property Trust (ESS) | 2.98% | 0% | 71.02% | 1/7/2025 |
 BlackRock (BLK) | 2.86% | 0% | 65.14% | 11/13/2024 |
 Home Depot (HD) | 2.79% | 0% | 65.14% | 11/13/2024 |
| Cardano (ADA) | 2.76% | 3.52% | 71.61% | - |
 BMW (BMW.DE) | 2.76% | 0% | 55.36% | 3/31/2025 |
 ADM (ADM) | 2.73% | 0% | 58.89% | 9/25/2024 |
 Emerson (EMR) | 2.66% | 0% | 58.66% | 9/25/2024 |
 VICI Properties (VICI) | 2.31% | 5.39% | 40.4% | - |
 Medifast (MED.US) | 2.27% | 0% | 53.36% | 11/6/2024 |
 Wendy's (WEN) | 2.2% | 4.15% | 45.23% | - |
 ExxonMobil (XOM) | 1.88% | 0% | 69.85% | 12/23/2024 |
 Bitcoin (BTC) | 1.86% | 3.17% | 46.41% | - |
 StoneCo (STNE) | 1.83% | 5.86% | 55.36% | - |
 Paycom (PAYC) | 1.77% | 4.08% | 40.4% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 1.77% | 0% | 53.24% | 11/15/2024 |
 Stellantis (STLA.US) | 1.62% | 2.95% | 35.57% | - |
 BW LPG (BWLPG.OL) | 1.62% | 6.84% | 28.15% | - |
 Vodafone (VOD) | 1.55% | 0% | 43.11% | 1/7/2025 |
 iShares Core High Dividend ETF (HDV) | 1.53% | 0% | 16.61% | 10/11/2023 |
 Teleperformance (TEP.PA) | 1.48% | 3.02% | 27.92% | - |
 Verallia (VRLA.PA) | 1.41% | 3.05% | 34.16% | - |
 Evolution (EVO.ST) | 1.39% | 5.26% | 25.44% | - |
 Roche (ROG.ZU) | 1.36% | 0% | 59.6% | 1/8/2025 |
 Aker BP (AKRBP.OL) | 1.24% | 3.86% | 26.74% | - |
 Betterware (BWMX) | 1.17% | 4.43% | 27.33% | - |
 Siem Offshore Inc (SEA1.OL) | 1.04% | 6.1% | 17.55% | - |
 Porsche (PAH3.DE) | 1% | 0% | 23.32% | 4/14/2025 |
 Albemarle (ALB) | 0.87% | 0% | 42.52% | 8/15/2024 |
 ACM Research (ACMR) | 0.86% | 5.16% | 16.96% | - |
 Merck (MRK) | 0.86% | 0% | 12.13% | 8/14/2023 |
 Jumbo Interactive Ltd (JIN.ASX) | 0.75% | 6.16% | 13.19% | - |
 Vidrala (VID.MC) | 0.64% | 3.41% | 16.96% | - |
 Altria (MO) | 0.56% | 3.32% | 17.55% | - |
 Croda (CRDA.L) | 0.56% | 0% | 9.19% | 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% |