Portfolio Diversification
Range
Most Diversified
20 instruments
February 25, 2025
Least Diversified
9 instruments
January 1, 2022
Average
11.9 instruments
Most Consistent Holdings
Top 5
PBR98.18%
IEP97.88%
OGZDL.L95.83%
MAERSKB.CO87.94%
ARR81.34%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Petrobras (PBR) | 14.9% | 11.49% | 98.18% | - |
 Altria (MO) | 11.86% | 24.98% | 75.19% | - |
| ARMOUR Residential REIT (ARR) | 10.38% | 7.83% | 81.34% | - |
 AGNC (AGNC) | 8.13% | 14.49% | 69.04% | - |
 Verizon (VZ) | 7.5% | 14.85% | 72.15% | - |
 Golden Ocean (GOGL.OL) | 7.33% | 0% | 81.11% | 1/6/2025 |
| Icahn Enterprises (IEP) | 6.94% | 1.11% | 97.88% | - |
| Maersk (MAERSKB.CO) | 6.47% | 0% | 87.94% | 6/2/2025 |
 BlackStone (BX) | 6.46% | 0% | 68.13% | 7/18/2024 |
 Crowdstrike (CRWD) | 3.64% | 3.32% | 69.8% | - |
 Qualcomm (QCOM) | 2.81% | 0% | 44.99% | 9/14/2023 |
 Boeing (BA) | 2.63% | 10.88% | 46.21% | - |
 Booking (BKNG) | 2.13% | 0% | 38.54% | 7/16/2025 |
 Fortinet (FTNT) | 2.08% | 0% | 23.44% | 9/5/2025 |
 Mercedes-Benz (MBG.DE) | 0.84% | 0% | 10.93% | 5/25/2022 |
 Iron Mountain (IRM) | 0.72% | 0% | 15.86% | 9/10/2025 |
 SAP (SAP.DE) | 0.72% | 4.55% | 13.05% | - |
 Uber (UBER) | 0.52% | 0% | 12.97% | 3/21/2025 |
| Gazprom OAO-ADR (OGZDL.L) | 0.46% | 0.27% | 95.83% | - |
 Wise (WISE.L) | 0.43% | 0% | 9.79% | 5/2/2025 |
 FICO (FICO) | 0.4% | 2.96% | 7.97% | - |
 Interactive Brokers (IBKR) | 0.38% | 0% | 11.61% | 7/1/2025 |
 Broadcom (AVGO) | 0.34% | 0% | 10.7% | 11/6/2024 |
 AT&T (T) | 0.29% | 0% | 3.64% | 2/17/2022 |
 Airbus (AIR.PA) | 0.25% | 0% | 8.5% | 10/16/2024 |
 Invesco Mortgage Capital (IVR) | 0.19% | 0% | 2.66% | 1/10/2023 |
 CryptoEqual | 0.14% | 0% | 4.17% | 2/24/2022 |
 ARM (ARM) | 0.12% | 0% | 5.54% | 11/27/2023 |
 Stanley Black & Decker (SWK) | 0.09% | 0% | 2.66% | 5/16/2022 |
 Rio Tinto (RIO) | 0.08% | 0% | 0.99% | 1/25/2023 |
 Sanofi (SNY) | 0.06% | 0% | 1.67% | 9/13/2022 |
 MTU Aero Engines (MTX.DE) | 0.02% | 0% | 0.76% | 8/4/2025 |
 Victoria's Secret (VSCO) | 0.01% | 0% | 6.15% | 5/16/2025 |
 Clorox (CLX) | 0.01% | 0% | 2.12% | 3/24/2025 |
 SkyWest (SKYW) | 0.01% | 0% | 2.12% | 3/24/2025 |
 Synchrony (SYF) | 0.01% | 0% | 2.12% | 3/24/2025 |
 Gap (GAP) | 0% | 0% | 1.06% | 3/10/2025 |
 Mission Produce (AVO) | 0% | 0% | 1.06% | 3/10/2025 |
 SoundHound (SOUN) | 0% | 0% | 0.53% | 7/31/2025 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.23% | 5/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Altria (MO) | 13.94% | 19.21% |
| AGNC (AGNC) | 11.78% | 13.39% |
| Petrobras (PBR) | 10.43% | 10.79% |
| ARMOUR Residential REIT (ARR) | 14.69% | 10.44% |
| Verizon (VZ) | 8.42% | 10.06% |
| Booking (BKNG) | 6.03% | 8.89% |
| Crowdstrike (CRWD) | 5.46% | 7.04% |
| Boeing (BA) | 4.26% | 4.3% |
| Wise (WISE.L) | 3.09% | 3.74% |
| Golden Ocean (GOGL.OL) | 4.44% | 3.73% |
| Maersk (MAERSKB.CO) | 4.44% | 3.26% |
| Uber (UBER) | 3.2% | 3.16% |
| Icahn Enterprises (IEP) | 7.52% | 1.66% |
| Gazprom OAO-ADR (OGZDL.L) | 2.29% | 0.39% |