Portfolio Diversification
Range
Most Diversified
13 instruments
December 6, 2024
Least Diversified
0 instruments
October 28, 2024
Average
12.1 instruments
Most Consistent Holdings
Top 5
ET98.85%
NU98.85%
WSC98.85%
VALE97.7%
NEE97.7%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 28, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rio Tinto (RIO) | 12.56% | 12.99% | 97.13% | - |
| WillScot Mobile Mini (WSC) | 11.84% | 8.68% | 98.85% | - |
 FNB (FNB) | 10.24% | 9.38% | 97.7% | - |
| NextEra (NEE) | 9.93% | 9.88% | 97.7% | - |
 Sony (SONY) | 8.93% | 12.52% | 82.18% | - |
 Alibaba (9988.HK) | 7.92% | 10.01% | 89.66% | - |
 Easterly (DEA) | 7.76% | 6.07% | 97.7% | - |
| Vale (VALE) | 6.56% | 6.77% | 97.7% | - |
| Energy Transfer (ET) | 6.52% | 6.41% | 98.85% | - |
 Schlumberger (SLB) | 4.23% | 5.23% | 77.01% | - |
| Nu (NU) | 4.22% | 4.09% | 98.85% | - |
 Tencent (0700.HK) | 3.22% | 4.38% | 81.61% | - |
 Gerdau (GGB) | 1.57% | 1.88% | 78.16% | - |
 Herbalife (HLF) | 1.27% | 0% | 20.69% | 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% |