Portfolio Diversification
Range
Most Diversified
14 instruments
October 9, 2025
Least Diversified
0 instruments
October 28, 2024
Average
12.8 instruments
Most Consistent Holdings
Top 5
ET99.27%
NU99.27%
WSC99.27%
VALE98.79%
NEE98.79%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 28, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rio Tinto (RIO) | 12.47% | 13.55% | 98.54% | - |
 Sony (SONY) | 10.86% | 11.19% | 92.23% | - |
 FNB (FNB) | 10.07% | 10.46% | 98.79% | - |
| NextEra (NEE) | 9.84% | 9.76% | 98.79% | - |
| WillScot Mobile Mini (WSC) | 9.65% | 6.09% | 99.27% | - |
 Alibaba (9988.HK) | 9.56% | 11.3% | 95.39% | - |
| Vale (VALE) | 6.7% | 7.58% | 98.79% | - |
 Easterly (DEA) | 6.58% | 5.23% | 98.54% | - |
| Energy Transfer (ET) | 6.01% | 4.94% | 99.27% | - |
 Schlumberger (SLB) | 4.42% | 4.71% | 90.05% | - |
| Nu (NU) | 4.41% | 5.04% | 99.27% | - |
 Tencent (0700.HK) | 4.07% | 4.69% | 91.26% | - |
 Gerdau (GGB) | 1.81% | 2.18% | 90.53% | - |
 Herbalife (HLF) | 0.54% | 0% | 8.74% | 12/3/2024 |
 Sony Financial Group Inc (SFGYY) | 0.07% | 0.42% | 15.78% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rio Tinto (RIO) | 12.87% | 12.57% |
| WillScot Mobile Mini (WSC) | 12.92% | 11.93% |
| Sony (SONY) | 8.92% | 10.56% |
| FNB (FNB) | 9.66% | 10.54% |
| NextEra (NEE) | 10.37% | 10.23% |
| Easterly (DEA) | 9.09% | 8.11% |
| Alibaba (9988.HK) | 7.29% | 7.32% |
| Energy Transfer (ET) | 5.37% | 6.98% |
| Vale (VALE) | 7.1% | 6.31% |
| Schlumberger (SLB) | 5.56% | 5.47% |
| Tencent (0700.HK) | 3.33% | 3.85% |
| Nu (NU) | 4.99% | 3.69% |
| Gerdau (GGB) | 2.22% | 2.05% |