Portfolio Diversification
Range
Most Diversified
9 instruments
November 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
2.2 instruments
Most Consistent Holdings
Top 5
TRX97.08%
KHC19.65%
BAC12.75%
T12.75%
AAPL12.35%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| TRON (TRX) | 61.96% | 0% | 97.08% | 2/1/2025 |
| Apple (AAPL) | 10.53% | 0% | 12.35% | 7/25/2024 |
| AT&T (T) | 10.12% | 0% | 12.75% | 11/6/2024 |
 Proximus (PROX.BR) | 5.51% | 0% | 7.97% | 2/1/2025 |
 Dorian LPG (LPG) | 1.97% | 0% | 11.82% | 2/1/2025 |
 UniCredit (UCG.MI) | 0.8% | 0% | 8.37% | 1/16/2025 |
| Bank of America (BAC) | 0.58% | 0% | 12.75% | 11/6/2024 |
 Bankinter (BKT.MC) | 0.48% | 0% | 0.93% | 12/3/2024 |
 ANZ (ANZ.ASX) | 0.43% | 0% | 2.66% | 12/3/2024 |
 AESI Holdings (AESI) | 0.4% | 0% | 2.12% | 11/22/2024 |
 CHCT (CHCT) | 0.37% | 0% | 2.26% | 11/25/2024 |
 Ping An Healthcare (1833.HK) | 0.33% | 0% | 6.77% | 2/1/2025 |
 NextEra Energy Partners (NEP) | 0.28% | 0% | 3.59% | 12/2/2024 |
 Banco BPM (BAMI.MI) | 0.24% | 0% | 1.46% | 11/26/2024 |
 Want Want (151.HK) | 0.14% | 0% | 1.33% | 2/1/2025 |
 Warrior Met Coal (HCC) | 0.13% | 0% | 1.2% | 11/13/2024 |
 Cemig (CIG) | 0.08% | 0% | 9.69% | 2/1/2025 |
 KBC (KBC.BR) | 0.04% | 0% | 0.53% | 11/15/2024 |
| Kraft Heinz (KHC) | 0.04% | 0% | 19.65% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Proximus (PROX.BR) | 70.02% | 69.13% |
| Dorian LPG (LPG) | 16.34% | 16.69% |
| UniCredit (UCG.MI) | 8.68% | 9.9% |
| Ping An Healthcare (1833.HK) | 3.98% | 4.83% |
| Cemig (CIG) | 0.78% | 0.8% |
| Kraft Heinz (KHC) | 0.17% | 0.17% |
| TRON (TRX) | 0.03% | 0.02% |