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Portfolio Diversification
Range
Most Diversified
12 instruments
December 7, 2023
Least Diversified
0 instruments
May 30, 2023
Average
4 instruments
Most Consistent Holdings
Top 5
MSTR41.52%
0386.HK32.73%
BTC32.66%
GOOGL28.44%
AMD24.88%
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 |
|---|---|---|---|---|
| Bitcoin (BTC) | 31.97% | 0% | 32.66% | 5/28/2023 |
| MicroStrategy (MSTR) | 24.37% | 79.33% | 41.52% | - |
 Swedbank (SWED-A.ST) | 2.87% | 0% | 14.02% | 1/21/2026 |
| Alphabet (GOOGL) | 2.73% | 0% | 28.44% | 8/19/2025 |
 Solana (SOL) | 2.49% | 0% | 8.85% | 5/4/2025 |
| AMD (AMD) | 2.08% | 0% | 24.88% | 12/19/2024 |
 MSCI (MSCI) | 1.92% | 0% | 22.2% | 11/4/2024 |
 Morningstar (MORN) | 1.91% | 0% | 21.86% | 11/4/2024 |
 BAE Systems (BA.L) | 1.49% | 20.93% | 13.28% | - |
 Supermicro (SMCI) | 1.44% | 0% | 9.26% | 4/23/2024 |
 NXP (NXPI) | 1.37% | 0% | 15.63% | 12/19/2024 |
 SPX (SPXC) | 1.34% | 0% | 12.61% | 11/4/2024 |
 Autoliv (ALV) | 1.27% | 0% | 15.96% | 12/19/2024 |
 Ashtead (AHT.L) | 1.22% | 0% | 12.94% | 11/4/2024 |
 BlackRock (BLK) | 1.18% | 0% | 12.94% | 11/4/2024 |
 Texas Roadhouse (TXRH) | 1.09% | 0% | 9.52% | 11/4/2024 |
 Wingstop (WING) | 0.73% | 0% | 9.26% | 4/23/2024 |
 Apollo (APO) | 0.67% | 0% | 9.26% | 4/23/2024 |
 PFG (PFGC) | 0.65% | 0% | 9.26% | 4/23/2024 |
 J.B.Hunt (JBHT) | 0.63% | 0% | 9.26% | 4/23/2024 |
| Sinopec (0386.HK) | 0.59% | 0% | 32.73% | 5/29/2023 |
 VICI Properties (VICI) | 0.59% | 0% | 9.26% | 4/23/2024 |
 Bunge (BG) | 0.55% | 0% | 9.26% | 4/23/2024 |
 Progressive (PGR) | 0.53% | 0% | 3.55% | 8/19/2025 |
 Dell (DELL) | 0.51% | 0% | 3.29% | 8/19/2025 |
 Palo Alto Networks (PANW) | 0.51% | 0% | 3.55% | 8/19/2025 |
 LPL Financial (LPLA.US) | 0.5% | 0% | 3.29% | 8/19/2025 |
 Investor AB (INVE-A.ST) | 0.26% | 0% | 4.83% | 7/5/2024 |
 UnitedHealth (UNH) | 0.1% | 0% | 0.27% | 5/23/2025 |
 Cardano (ADA) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| MicroStrategy (MSTR) | 70.09% | 48.56% |
| Swedbank (SWED-A.ST) | 14.51% | 28.51% |
| BAE Systems (BA.L) | 15.31% | 21.44% |
Cash & Instruments Over Time
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