Portfolio Diversification
Range
Most Diversified
13 instruments
December 6, 2024
Least Diversified
0 instruments
October 28, 2024
Average
12.5 instruments
Most Consistent Holdings
Top 5
ET99.36%
NU99.36%
WSC99.36%
VALE98.73%
NEE98.73%
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) | 12.49% | 12.41% | 98.41% | - |
| WillScot Mobile Mini (WSC) | 10.68% | 7.67% | 99.36% | - |
 Sony (SONY) | 10.45% | 12.47% | 90.13% | - |
 FNB (FNB) | 10.17% | 10.65% | 98.73% | - |
| NextEra (NEE) | 9.87% | 9.17% | 98.73% | - |
 Alibaba (9988.HK) | 8.79% | 10.57% | 94.27% | - |
 Easterly (DEA) | 6.99% | 6% | 98.73% | - |
| Vale (VALE) | 6.6% | 6.73% | 98.73% | - |
| Energy Transfer (ET) | 6.3% | 5.61% | 99.36% | - |
 Schlumberger (SLB) | 4.46% | 4.63% | 87.26% | - |
| Nu (NU) | 4.28% | 4.76% | 99.36% | - |
 Tencent (0700.HK) | 3.82% | 5.04% | 89.49% | - |
 Gerdau (GGB) | 1.75% | 2.06% | 87.9% | - |
 Herbalife (HLF) | 0.7% | 0% | 11.46% | 12/3/2024 |
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% |