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Portfolio Diversification
Range
Most Diversified
16 instruments
February 22, 2024
Least Diversified
0 instruments
January 2, 2023
Average
7.9 instruments
Most Consistent Holdings
Top 5
GN.CO70.37%
KER.PA70.2%
PEP69.77%
PUM.DE68.98%
GEST.MC68.98%
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 |
|---|---|---|---|---|
| Gestamp (GEST.MC) | 9.64% | 8.01% | 68.98% | - |
| PepsiCo (PEP) | 8.87% | 12.17% | 69.77% | - |
 Barrick (B) | 6.55% | 0% | 62.47% | 1/29/2026 |
| GN Store Nord (GN.CO) | 6.48% | 5.39% | 70.37% | - |
| Kering (KER.PA) | 5.92% | 3.76% | 70.2% | - |
 PayPal (PYPL) | 5.26% | 3.99% | 58.3% | - |
| PUMA (PUM.DE) | 5.2% | 4.18% | 68.98% | - |
 Teleperformance (TEP.PA) | 4.59% | 2.43% | 68.38% | - |
 BAT (BATS.L) | 2.79% | 0% | 33.54% | 1/3/2025 |
 Inmode (INMD) | 1.31% | 0% | 12.34% | 5/2/2024 |
 BOGG (BGEO.L) | 1.26% | 0% | 17.2% | 11/12/2024 |
 WisdomTree Copper (OD7C.DE) | 1.21% | 0% | 13.38% | 1/5/2026 |
 General Mills (GIS) | 1.14% | 0% | 15.29% | 9/13/2024 |
 UnitedHealth (UNH) | 0.94% | 5.16% | 15.12% | - |
 Mobico (MCG.L) | 0.82% | 5.46% | 15.29% | - |
 Petrobras (PBR) | 0.81% | 5.53% | 13.99% | - |
 3M (MMM) | 0.78% | 0% | 11.47% | 9/6/2024 |
 Viscofan (VIS.MC) | 0.68% | 5.76% | 12.16% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.67% | 0% | 7.99% | 3/13/2024 |
 Alibaba (BABA) | 0.58% | 0% | 11.47% | 4/29/2024 |
 DHT Holdings (DHT) | 0.57% | 0% | 7.65% | 3/20/2024 |
 Wizz Air (WIZZ.L) | 0.46% | 5.62% | 12.51% | - |
 O'Reilly Auto (ORLY) | 0.46% | 0% | 7.65% | 7/30/2024 |
 Alphabet (GOOG) | 0.42% | 0% | 5.82% | 11/20/2024 |
 Fiserv (FISV) | 0.38% | 4.47% | 8.6% | - |
 Disney (DIS) | 0.3% | 0% | 6.6% | 4/26/2024 |
 KION (KGX.DE) | 0.21% | 0% | 4.17% | 4/30/2024 |
 CNH Industrial (CNH.US) | 0.2% | 5.8% | 4.69% | - |
 Zoetis (ZTS) | 0.14% | 1.63% | 3.13% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.11% | 0% | 2.52% | 1/9/2026 |
 GER40 Index (Non Expiry) (GER40) | 0.05% | 0% | 0.61% | 1/24/2024 |
 EUR/GBP (EURGBP) | 0.04% | 0% | 0.61% | 2/19/2024 |
 Cleanspark (CLSK) | 0.04% | 0% | 2.35% | 2/8/2024 |
 Grifols (GRF.MC) | 0.03% | 0% | 0.96% | 4/16/2024 |
 EPAM (EPAM) | 0.03% | 0% | 1.82% | 3/6/2024 |
 Invesco QQQ (QQQ) | 0.02% | 0% | 0.52% | 1/9/2024 |
 Bitcoin (BTC) | 0.02% | 0% | 1.04% | 1/22/2024 |
 Papa John's (PZZA) | 0.02% | 2.19% | 1.04% | - |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.01% | 0% | 0.09% | 12/12/2023 |
 Solo Brands (SBDS) | 0.01% | 0% | 0.7% | 3/14/2024 |
 NVIDIA (NVDA) | 0.01% | 0% | 0.17% | 2/23/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.09% | 2/1/2024 |
 Santander (SAN.MC) | 0% | 0% | 0.35% | 8/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| PepsiCo (PEP) | 12.96% | 11.95% |
| Gestamp (GEST.MC) | 9.57% | 11.02% |
| Barrick (B) | 3.21% | 7.94% |
| GN Store Nord (GN.CO) | 9.28% | 7.09% |
| UnitedHealth (UNH) | 7.15% | 7.02% |
| Kering (KER.PA) | 6.57% | 6.74% |
| PayPal (PYPL) | 7.36% | 6.36% |
| Viscofan (VIS.MC) | 5.73% | 5.92% |
| Petrobras (PBR) | 5.69% | 5.39% |
| Mobico (MCG.L) | 6.52% | 5.02% |
| PUMA (PUM.DE) | 7.29% | 4.58% |
| Invesco S&P 500 Equal Weight ETF (RSP) | 4.29% | 4.27% |
| Wizz Air (WIZZ.L) | 3.56% | 3.94% |
| WisdomTree Copper (OD7C.DE) | 2.83% | 3.6% |
| Fiserv (FISV) | 2.63% | 2.87% |
| Teleperformance (TEP.PA) | 3.54% | 2.1% |
Cash & Instruments Over Time
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