Portfolio Diversification
Range
Most Diversified
18 instruments
August 31, 2024
Least Diversified
0 instruments
January 1, 2022
Average
8.8 instruments
Most Consistent Holdings
Top 5
AESI66.59%
T44.01%
NVDA44.01%
BNP.PA44.01%
SCHD44.01%
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 |
|---|---|---|---|---|
 JeppeKirkBonde | 14.71% | 0% | 30.48% | 12/18/2023 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 8.87% | 18.03% | 44.01% | - |
 Prowessinvesting | 6.66% | 0% | 23.39% | 12/18/2023 |
| AESI Holdings (AESI) | 6.03% | 3.79% | 66.59% | - |
 BW LPG (BWLPG.OL) | 5.09% | 9.84% | 41.16% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.82% | 3.75% | 44.01% | - |
 Renewables Infrastructure Group (TRIG.L) | 2.73% | 3.95% | 43.93% | - |
| NVIDIA (NVDA) | 2.7% | 8.08% | 44.01% | - |
 Realty Income (O) | 2.64% | 4.63% | 44.01% | - |
 Nio (NIO) | 2.49% | 0% | 22.9% | 12/18/2023 |
 CanZhao | 2.36% | 0% | 10.27% | 12/18/2023 |
 Bank of America (BAC) | 1.86% | 4.19% | 43.36% | - |
 Visa (V) | 1.84% | 5.77% | 43.36% | - |
| BNP Paribas (BNP.PA) | 1.71% | 4.3% | 44.01% | - |
 Coca-Cola (KO) | 1.52% | 2.97% | 43.93% | - |
 Mastercard (MA) | 1.49% | 4.15% | 43.36% | - |
 iShares Select Dividend ETF (DVY) | 1.41% | 1.91% | 44.01% | - |
| Schwab US Dividend Equity ETF (SCHD) | 1.4% | 1.82% | 44.01% | - |
| AT&T (T) | 1.22% | 3.71% | 44.01% | - |
 Vanguard S&P 500 ETF (VOO) | 0.98% | 2.11% | 38.79% | - |
 MPC (MPCC.OL) | 0.98% | 3.67% | 23.39% | - |
 BYD (01211.HK) | 0.93% | 4.8% | 23.31% | - |
 ARM (ARM) | 0.21% | 0% | 7.58% | 12/18/2023 |
 Meituan (03690.HK) | 0% | 0% | 21.19% | 12/19/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 19.81% | 19.66% |
| BW LPG (BWLPG.OL) | 15.38% | 12.76% |
| NVIDIA (NVDA) | 5.25% | 7.56% |
| AESI Holdings (AESI) | 6.06% | 6.67% |
| MPC (MPCC.OL) | 6.12% | 5.46% |
| Realty Income (O) | 5.05% | 4.88% |
| Renewables Infrastructure Group (TRIG.L) | 5.94% | 4.8% |
| Visa (V) | 4.04% | 4.69% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 4.04% | 4.31% |
| BNP Paribas (BNP.PA) | 3.96% | 3.77% |
| Bank of America (BAC) | 3.03% | 3.77% |
| BYD (01211.HK) | 3.66% | 3.64% |
| Mastercard (MA) | 2.83% | 3.27% |
| AT&T (T) | 2.02% | 2.55% |
| Vanguard S&P 500 ETF (VOO) | 2.13% | 2.34% |
| iShares Select Dividend ETF (DVY) | 2.02% | 2.16% |
| Schwab US Dividend Equity ETF (SCHD) | 2.02% | 2.11% |
| Coca-Cola (KO) | 2.03% | 2.07% |