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Portfolio Diversification
Range
Most Diversified
32 instruments
April 14, 2023
Least Diversified
0 instruments
February 2, 2025
Average
29.8 instruments
Most Consistent Holdings
Top 5
SU.PA99.38%
PHM99.38%
TMF99.38%
GHC99.38%
RIO99.38%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 State Street SPDR S&P 500 ETF (SPY) | 12.8% | 13.67% | 99.3% | - |
 Bitcoin (BTC) | 9.08% | 7.49% | 99.38% | - |
 Lloyd's (LLOY.L) | 7.83% | 10.97% | 99.22% | - |
 RGA (RGA) | 5.61% | 5.6% | 99.15% | - |
 JPMorgan (JPM) | 5.42% | 6.97% | 93.71% | - |
 KB Home (KBH) | 4.45% | 3.21% | 98.99% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.93% | 3.04% | 99.07% | - |
 ZIM (ZIM) | 3.92% | 4.3% | 99.38% | - |
 Ecolab (ECL) | 3.59% | 3.22% | 99.3% | - |
 Hikma (HIK.L) | 3.44% | 2.17% | 99.3% | - |
 Aviva (AV.L) | 2.53% | 2.56% | 98.99% | - |
 Antero Midstream (AM) | 2.49% | 2.84% | 99.3% | - |
| PulteGroup (PHM) | 2.44% | 2.22% | 99.38% | - |
 Direxion Daily S&P 500 Bull 3X ETF (SPXL) | 2.2% | 3.22% | 99.3% | - |
 Petrobras (PBR) | 1.91% | 2.05% | 91.69% | - |
 SuRo Capital (NSLR) | 1.66% | 2.51% | 99.38% | - |
| Graham Holdings (GHC) | 1.31% | 1.42% | 99.38% | - |
 Occidental (OXY) | 1.3% | 1.12% | 91.69% | - |
| Schneider Electric (SU.PA) | 1.25% | 1.24% | 99.38% | - |
 Golden Ocean (GOGL.US) | 1.23% | 0% | 73.99% | 8/22/2025 |
 Procter & Gamble (PG) | 1.05% | 0.75% | 99.07% | - |
| Rio Tinto (RIO) | 1.03% | 1.02% | 99.38% | - |
 PNC (PNC) | 1.03% | 1.16% | 99.15% | - |
 SPDR S&P Bank ETF (KBE) | 0.93% | 0.99% | 98.99% | - |
| 0.88% | 0% | 12.66% | 6/16/2023 | |
 T. Rowe Price (TROW) | 0.77% | 0.63% | 98.99% | - |
 Ferrexpo (FXPO.L) | 0.63% | 0.12% | 98.84% | - |
 MDC Holdings Inc (MDC) | 0.58% | 0% | 36.57% | 4/24/2024 |
 Cardano (ADA) | 0.53% | 0.15% | 98.76% | - |
| Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.45% | 0.2% | 99.38% | - |
 Walgreens (WBA) | 0.35% | 0% | 74.77% | 9/1/2025 |
 Warner Bros Discovery (WBD) | 0.03% | 0.05% | 98.99% | - |
 WBA US merger CVR (WBA US CVR) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| State Street SPDR S&P 500 ETF (SPY) | 11.21% | 13.27% |
| Bitcoin (BTC) | 6.66% | 10.48% |
| Lloyd's (LLOY.L) | 6.31% | 10.17% |
| JPMorgan (JPM) | 3.5% | 6.93% |
| RGA (RGA) | 3.5% | 5.07% |
| ZIM (ZIM) | 7.53% | 3.91% |
| KB Home (KBH) | 3.5% | 3.5% |
| Ecolab (ECL) | 2.8% | 3.41% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 5.26% | 3.21% |
| Direxion Daily S&P 500 Bull 3X ETF (SPXL) | 1.93% | 2.78% |
| Aviva (AV.L) | 2.8% | 2.76% |
| Antero Midstream (AM) | 1.75% | 2.39% |
| Hikma (HIK.L) | 4.2% | 2.31% |
| SuRo Capital (NSLR) | 2.45% | 2.27% |
| PulteGroup (PHM) | 1.05% | 2.27% |
| Graham Holdings (GHC) | 1.05% | 1.43% |
| Petrobras (PBR) | 1.75% | 1.4% |
| Schneider Electric (SU.PA) | 1.05% | 1.16% |
| PNC (PNC) | 1.4% | 1.04% |
| Rio Tinto (RIO) | 1.05% | 0.96% |
| SPDR S&P Bank ETF (KBE) | 1.05% | 0.92% |
| Occidental (OXY) | 1.75% | 0.87% |
| Procter & Gamble (PG) | 1.05% | 0.78% |
| T. Rowe Price (TROW) | 1.4% | 0.59% |
| Ferrexpo (FXPO.L) | 1.4% | 0.47% |
| Cardano (ADA) | 1.75% | 0.3% |
| Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 1.58% | 0.25% |
| Warner Bros Discovery (WBD) | 0.06% | 0.06% |
| WBA US merger CVR (WBA US CVR) | 0% | 0% |
Cash & Instruments Over Time
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