Portfolio Diversification
Range
Most Diversified
27 instruments
March 15, 2023
Least Diversified
7 instruments
August 15, 2024
Average
19.9 instruments
Most Consistent Holdings
Top 5
TRIG.L100%
NIBEB.ST99.89%
IDEXQ96.57%
CVS91.52%
AV.L62.45%
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 |
|---|---|---|---|---|
 iShares 20+ Year Treasury Bond ETF (TLT) | 5.25% | 0% | 62.45% | 8/14/2024 |
 iShares Edge MSCI Min Vol USA (USMV) | 3.96% | 0% | 62.45% | 8/14/2024 |
| CVS Health (CVS) | 3.96% | 2.86% | 91.52% | - |
 Alphabet (GOOG) | 3.22% | 0% | 62.45% | 8/14/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 2.39% | 0% | 62.45% | 8/14/2024 |
 Crowdstrike (CRWD) | 2.14% | 2% | 37.45% | - |
 Sprott Physical Gold Trust (PHYS) | 2.12% | 0% | 62.45% | 8/14/2024 |
 Bitcoin (BTC) | 2.11% | 0% | 59.44% | 8/14/2024 |
 Sprott Physical Silver Trust (PSLV) | 2.03% | 0% | 62.45% | 8/14/2024 |
 SPDR S&P 500 ETF (SPY) | 1.96% | 14.65% | 15.88% | - |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 1.94% | 0% | 51.82% | 8/14/2024 |
| Aviva (AV.L) | 1.91% | 0% | 62.45% | 8/14/2024 |
 Comcast (CMCSA) | 1.83% | 0% | 62.45% | 8/14/2024 |
 UnitedHealth (UNH) | 1.83% | 0% | 48.18% | 4/2/2024 |
 Canadian Solar (CSIQ) | 1.83% | 3.55% | 37.55% | - |
 Invesco QQQ (QQQ) | 1.79% | 13.32% | 16.2% | - |
 Ishares Russell 2000 ETF (IWM) | 1.65% | 11.42% | 17.06% | - |
 Baidu (BIDU) | 1.6% | 1.09% | 37.45% | - |
 Anheuser-Busch (BUD) | 1.57% | 1.99% | 35.41% | - |
 iShares Core EURO STOXX 50 ETF (CSX5.L) | 1.44% | 10.18% | 15.88% | - |
 Vanguard FTSE Emerging Markets (VWO) | 1.44% | 8.68% | 17.92% | - |
 KraneShares CSI China Internet (KWEB) | 1.34% | 8.49% | 18.13% | - |
 OutSmartNSDQ | 1.3% | 10.94% | 14.81% | - |
| Renewables Infrastructure Group (TRIG.L) | 1.24% | 0.21% | 100% | - |
 Teucrium Corn Fund (CORN.US) | 1.04% | 0% | 51.82% | 8/14/2024 |
 iShares MSCI France ETF (EWQ) | 0.94% | 0% | 28.86% | 4/2/2024 |
 iShares MSCI India ETF (INDA) | 0.93% | 4.56% | 17.92% | - |
 Teucrium Wheat Fund (WEAT) | 0.86% | 0% | 51.82% | 8/14/2024 |
 Abrdn Palladium ETF Trust (PALL) | 0.8% | 0% | 57.94% | 8/14/2024 |
 Sprouts (SFM) | 0.64% | 0% | 62.45% | 8/14/2024 |
| Nibe (NIBEB.ST) | 0.62% | 0.09% | 99.89% | - |
 Adidas (ADS.DE) | 0.61% | 0% | 62.45% | 8/14/2024 |
 Roblox (RBLX) | 0.6% | 0% | 39.06% | 8/14/2024 |
 Freeport-McMoRan (FCX) | 0.58% | 0% | 48.18% | 4/2/2024 |
 Porsche (PAH3.DE) | 0.56% | 0% | 62.45% | 8/14/2024 |
 FNV (FNV) | 0.5% | 0% | 48.18% | 4/2/2024 |
 Newmont (NEM) | 0.48% | 0% | 48.18% | 4/2/2024 |
 PayPal (PYPL) | 0.46% | 0% | 24.79% | 4/2/2024 |
 Nike (NKE) | 0.4% | 1.36% | 17.92% | - |
 SPDR S&P Bank ETF (KBE) | 0.3% | 0% | 4.94% | 6/20/2023 |
 Meta (META) | 0.2% | 0% | 7.73% | 3/16/2023 |
 Church & Dwight (CHD) | 0.2% | 0% | 12.88% | 5/4/2023 |
 Samsung (SMSN.L) | 0.17% | 0% | 10.52% | 4/11/2023 |
 Micron (MU) | 0.15% | 0% | 10.52% | 4/11/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.15% | 0% | 1.18% | 5/16/2023 |
| Ideanomics (IDEXQ) | 0.08% | 0% | 64.38% | 12/6/2024 |
 Shopify (SHOP) | 0.05% | 0% | 4.29% | 3/16/2023 |
 D.R. Horton (DHI) | 0.03% | 0% | 1.39% | 2/3/2023 |
 AutoNation (AN) | 0.03% | 0% | 1.29% | 2/2/2023 |
 Disney (DIS) | 0.02% | 0% | 1.72% | 1/17/2023 |
 ARK Innovation ETF (ARKK) | 0.01% | 0% | 0.21% | 3/16/2023 |
 Bank OZK (OZK) | 0.01% | 0% | 0.21% | 3/16/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 0.21% | 3/31/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Crowdstrike (CRWD) | 5.99% | 8.52% |
| Baidu (BIDU) | 5.99% | 6.16% |
| Anheuser-Busch (BUD) | 5.99% | 5.12% |
| Canadian Solar (CSIQ) | 5.99% | 4.73% |
| CVS Health (CVS) | 4.79% | 3.12% |
| Renewables Infrastructure Group (TRIG.L) | 1.8% | 1.25% |
| Nibe (NIBEB.ST) | 1.2% | 0.56% |
| Ideanomics (IDEXQ) | 0.6% | 0% |