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Portfolio Diversification
Range
Most Diversified
14 instruments
October 9, 2025
Least Diversified
0 instruments
October 28, 2024
Average
13 instruments
Most Consistent Holdings
Top 5
ET99.07%
NU99.07%
WSC99.07%
VALE98.7%
NEE98.7%
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) | 13.13% | 16.52% | 98.52% | - |
 Sony (SONY) | 10.44% | 8.36% | 93.7% | - |
 FNB (FNB) | 10.01% | 9.87% | 98.7% | - |
| NextEra (NEE) | 9.87% | 10.12% | 98.7% | - |
 Alibaba (9988.HK) | 9.69% | 9.27% | 96.11% | - |
| WillScot Mobile Mini (WSC) | 8.7% | 5.56% | 99.07% | - |
| Vale (VALE) | 7.17% | 9.78% | 98.7% | - |
 Easterly (DEA) | 6.24% | 5.15% | 98.52% | - |
| Energy Transfer (ET) | 5.8% | 5.18% | 99.07% | - |
 Schlumberger (SLB) | 4.63% | 5.79% | 92.04% | - |
| Nu (NU) | 4.44% | 4.22% | 99.07% | - |
 Tencent (0700.HK) | 4.06% | 3.6% | 92.78% | - |
 Gerdau (GGB) | 1.91% | 2.36% | 92.41% | - |
 Herbalife (HLF) | 0.41% | 0% | 6.67% | 12/3/2024 |
 Sony Financial Group Inc (SFGYY) | 0.14% | 0.36% | 35.37% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rio Tinto (RIO) | 12.5% | 14.54% |
| Sony (SONY) | 8.66% | 10.85% |
| Alibaba (9988.HK) | 7.07% | 10.71% |
| FNB (FNB) | 9.37% | 10.35% |
| NextEra (NEE) | 10.07% | 9.73% |
| Vale (VALE) | 6.89% | 7.89% |
| WillScot Mobile Mini (WSC) | 12.54% | 5.7% |
| Easterly (DEA) | 8.82% | 5.12% |
| Nu (NU) | 4.85% | 5.07% |
| Energy Transfer (ET) | 5.21% | 4.98% |
| Tencent (0700.HK) | 3.23% | 4.66% |
| Schlumberger (SLB) | 5.4% | 4.65% |
| Gerdau (GGB) | 2.16% | 2.23% |
| Sony Financial Group Inc (SFGYY) | 0% | 0.44% |
Cash & Instruments Over Time
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