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Portfolio Diversification
Range
Most Diversified
24 instruments
June 24, 2025
Least Diversified
0 instruments
April 4, 2026
Average
15.1 instruments
Most Consistent Holdings
Top 5
IBM99.68%
V99.68%
VALE99.68%
ACN99.68%
AMD99.68%
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 |
|---|---|---|---|---|
| AMD (AMD) | 15.73% | 22.7% | 99.68% | - |
| Visa (V) | 15.59% | 5.67% | 99.68% | - |
| IBM (IBM) | 8.61% | 3.59% | 99.68% | - |
 Dell (DELL) | 8.08% | 9.44% | 99.68% | - |
| Accenture (ACN) | 5.21% | 0.99% | 99.68% | - |
 Coinbase (COIN) | 4.78% | 1.36% | 99.68% | - |
 Boeing (BA) | 4.43% | 0% | 73.37% | 7/11/2025 |
 Xiaomi (1810.HK) | 4.24% | 0% | 61.3% | 2/11/2025 |
 Ford (F) | 4.06% | 0% | 72% | 6/24/2025 |
| Vale (VALE) | 2.75% | 2.55% | 99.68% | - |
 BYD (01211.HK) | 2.55% | 7.34% | 28.32% | - |
 Ethereum (ETH) | 2.49% | 2.84% | 38.7% | - |
 Amazon (AMZN) | 2.42% | 5.34% | 38.78% | - |
 NVIDIA (NVDA) | 2.02% | 5% | 38.86% | - |
 State Street SPDR S&P 500 ETF (SPY) | 1.93% | 4.52% | 37.33% | - |
 Tesla (TSLA) | 1.9% | 4.03% | 38.86% | - |
 TRON (TRX) | 1.56% | 0% | 61.54% | 2/14/2025 |
 Microsoft (MSFT) | 1.4% | 2.45% | 38.86% | - |
 Alphabet (GOOG) | 1.32% | 4.01% | 37.81% | - |
 Shopify (SHOP) | 1.1% | 1.92% | 38.86% | - |
 Volkswagen (VOW3.DE) | 1.07% | 1.81% | 38.78% | - |
 EA (EA) | 1.04% | 2.3% | 38.86% | - |
 STAG (STAG) | 0.82% | 2.49% | 27.76% | - |
 Ellington Financial (EFC) | 0.81% | 2.55% | 27.76% | - |
 Enterprise Products (EPD) | 0.76% | 1.66% | 38.37% | - |
 LyondellBasell (LYB) | 0.71% | 1.89% | 38.29% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AMD (AMD) | 5.35% | 12.29% |
| BYD (01211.HK) | 15.29% | 9.1% |
| Visa (V) | 3.84% | 7.22% |
| Ethereum (ETH) | 6.95% | 6.26% |
| Amazon (AMZN) | 7.62% | 5.89% |
| Tesla (TSLA) | 5.34% | 5.45% |
| NVIDIA (NVDA) | 4.59% | 5.34% |
| State Street SPDR S&P 500 ETF (SPY) | 5.73% | 4.91% |
| IBM (IBM) | 2.87% | 4.39% |
| Alphabet (GOOG) | 3.06% | 4.05% |
| Dell (DELL) | 2.29% | 3.54% |
| Microsoft (MSFT) | 3.82% | 3.35% |
| Shopify (SHOP) | 3.06% | 3.31% |
| Ellington Financial (EFC) | 3.82% | 3% |
| STAG (STAG) | 3.82% | 2.89% |
| EA (EA) | 2.29% | 2.72% |
| Volkswagen (VOW3.DE) | 3.06% | 2.57% |
| Vale (VALE) | 3.05% | 2.57% |
| Coinbase (COIN) | 2.68% | 2.37% |
| Accenture (ACN) | 1.53% | 1.75% |
| Enterprise Products (EPD) | 2.29% | 1.65% |
| LyondellBasell (LYB) | 3.06% | 1.49% |
Cash & Instruments Over Time
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