Portfolio Diversification
Range
Most Diversified
32 instruments
April 14, 2023
Least Diversified
0 instruments
February 2, 2025
Average
30.2 instruments
Most Consistent Holdings
Top 5
SU.PA99.81%
ECL99.81%
PHM99.81%
HIK.L99.81%
SPY99.81%
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 |
|---|---|---|---|---|
| SPDR S&P 500 ETF (SPY) | 12.8% | 13.25% | 99.81% | - |
 Bitcoin (BTC) | 9.18% | 11.15% | 99.81% | - |
 Lloyd's (LLOY.L) | 7.39% | 9.85% | 99.72% | - |
 RGA (RGA) | 5.75% | 4.7% | 99.62% | - |
 JPMorgan (JPM) | 5.21% | 6.68% | 92.91% | - |
 KB Home (KBH) | 4.7% | 4.07% | 99.53% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.12% | 3.16% | 99.62% | - |
 ZIM (ZIM) | 3.84% | 3.64% | 99.81% | - |
| Hikma (HIK.L) | 3.74% | 2.33% | 99.81% | - |
| Ecolab (ECL) | 3.65% | 3.41% | 99.81% | - |
 Aviva (AV.L) | 2.55% | 2.56% | 99.53% | - |
| PulteGroup (PHM) | 2.47% | 2.51% | 99.81% | - |
 Antero Midstream (AM) | 2.45% | 2.42% | 99.81% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 2.06% | 2.8% | 99.81% | - |
 Petrobras (PBR) | 1.91% | 1.5% | 90.45% | - |
 Golden Ocean (GOGL.US) | 1.5% | 0% | 90.08% | 8/22/2025 |
 SuRo Capital (SSSS) | 1.47% | 2.3% | 99.81% | - |
 Occidental (OXY) | 1.35% | 0.9% | 90.45% | - |
 Graham Holdings (GHC) | 1.29% | 1.45% | 99.81% | - |
| Schneider Electric (SU.PA) | 1.25% | 1.13% | 99.81% | - |
 Procter & Gamble (PG) | 1.11% | 0.79% | 99.62% | - |
| 1.07% | 0% | 15.41% | 6/16/2023 | |
 PNC (PNC) | 1.03% | 0.98% | 99.62% | - |
 Rio Tinto (RIO) | 1.03% | 0.89% | 99.81% | - |
 SPDR S&P Bank ETF (KBE) | 0.93% | 0.91% | 99.53% | - |
 T. Rowe Price (TROW) | 0.82% | 0.6% | 99.53% | - |
 MDC Holdings Inc (MDC) | 0.7% | 0% | 44.52% | 4/24/2024 |
 Ferrexpo (FXPO.L) | 0.7% | 0.44% | 99.53% | - |
 Cardano (ADA) | 0.59% | 0.4% | 99.53% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.5% | 0.27% | 99.81% | - |
 Walgreens (WBA) | 0.43% | 0% | 91.02% | 9/1/2025 |
 Warner Bros Discovery (WBD) | 0.03% | 0.05% | 99.53% | - |
 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
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 11.4% | 12.81% |
| Bitcoin (BTC) | 6.77% | 12.45% |
| Lloyd's (LLOY.L) | 6.41% | 6.27% |
| RGA (RGA) | 3.56% | 5.99% |
| JPMorgan (JPM) | 3.56% | 5.8% |
| KB Home (KBH) | 3.56% | 4.59% |
| ZIM (ZIM) | 7.66% | 4.44% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 5.34% | 3.71% |
| Ecolab (ECL) | 2.85% | 3.41% |
| Hikma (HIK.L) | 4.27% | 3.37% |
| Direxion Daily S&P 500 Bull 3X (SPXL) | 1.96% | 2.4% |
| PulteGroup (PHM) | 1.07% | 2.37% |
| Antero Midstream (AM) | 1.78% | 2.28% |
| Aviva (AV.L) | 2.85% | 2.14% |
| Petrobras (PBR) | 1.78% | 1.71% |
| SuRo Capital (SSSS) | 2.49% | 1.59% |
| Golden Ocean (GOGL.US) | 1.96% | 1.29% |
| Schneider Electric (SU.PA) | 1.07% | 1.29% |
| Graham Holdings (GHC) | 1.07% | 1.28% |
| Occidental (OXY) | 1.78% | 1.18% |
| PNC (PNC) | 1.42% | 1.08% |
| Procter & Gamble (PG) | 1.07% | 1.02% |
| SPDR S&P Bank ETF (KBE) | 1.07% | 0.94% |
| Cardano (ADA) | 1.78% | 0.84% |
| Ferrexpo (FXPO.L) | 1.42% | 0.83% |
| Rio Tinto (RIO) | 1.07% | 0.79% |
| T. Rowe Price (TROW) | 1.42% | 0.73% |
| Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 1.6% | 0.3% |
| Walgreens (WBA) | 1.07% | 0.18% |
| Warner Bros Discovery (WBD) | 0.06% | 0.02% |