Portfolio Diversification
Range
Most Diversified
32 instruments
April 14, 2023
Least Diversified
0 instruments
February 2, 2025
Average
30.3 instruments
Most Consistent Holdings
Top 5
SU.PA99.9%
ECL99.9%
PHM99.9%
HIK.L99.9%
SPY99.9%
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% | 12.8% | 99.9% | - |
 Bitcoin (BTC) | 8.86% | 13.43% | 99.9% | - |
 Lloyd's (LLOY.L) | 7.26% | 8.36% | 99.79% | - |
 RGA (RGA) | 5.85% | 4.9% | 99.79% | - |
 JPMorgan (JPM) | 5.08% | 6.44% | 92.37% | - |
 KB Home (KBH) | 4.78% | 4.3% | 99.69% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.22% | 3.1% | 99.79% | - |
 ZIM (ZIM) | 3.94% | 2.53% | 99.9% | - |
| Hikma (HIK.L) | 3.85% | 2.6% | 99.9% | - |
| Ecolab (ECL) | 3.67% | 3.61% | 99.9% | - |
 Aviva (AV.L) | 2.54% | 2.69% | 99.69% | - |
| PulteGroup (PHM) | 2.47% | 2.77% | 99.9% | - |
 Antero Midstream (AM) | 2.45% | 2.49% | 99.9% | - |
 Direxion Daily S&P 500 Bull 3X (SPXL) | 2.01% | 2.5% | 99.9% | - |
 Petrobras (PBR) | 1.95% | 1.46% | 89.69% | - |
 Golden Ocean (GOGL.US) | 1.64% | 0% | 98.25% | 8/22/2025 |
 SuRo Capital (SSSS) | 1.4% | 2.12% | 99.9% | - |
 Occidental (OXY) | 1.39% | 0.99% | 89.69% | - |
 Graham Holdings (GHC) | 1.28% | 1.51% | 99.9% | - |
| Schneider Electric (SU.PA) | 1.26% | 1.1% | 99.9% | - |
| 1.17% | 0% | 16.8% | 6/16/2023 | |
 Procter & Gamble (PG) | 1.14% | 0.88% | 99.79% | - |
 Rio Tinto (RIO) | 1.05% | 0.78% | 99.9% | - |
 PNC (PNC) | 1.04% | 1.04% | 99.79% | - |
 SPDR S&P Bank ETF (KBE) | 0.94% | 0.94% | 99.69% | - |
 T. Rowe Price (TROW) | 0.84% | 0.64% | 99.69% | - |
 MDC Holdings Inc (MDC) | 0.77% | 0% | 48.56% | 4/24/2024 |
 Ferrexpo (FXPO.L) | 0.74% | 0.32% | 99.69% | - |
 Cardano (ADA) | 0.59% | 0.75% | 99.69% | - |
 Direxion Daily 20 Year Plus Treasury Bull 3x Shares (TMF) | 0.52% | 0.27% | 99.9% | - |
 Walgreens (WBA) | 0.47% | 0% | 99.28% | 9/1/2025 |
 Warner Bros Discovery (WBD) | 0.03% | 0.02% | 99.69% | - |
 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% |