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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
ET98.98%
NU98.98%
WSC98.98%
VALE98.64%
NEE98.64%
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) | 13.42% | 16.92% | 98.47% | - |
 Sony (SONY) | 10.24% | 8.59% | 94.04% | - |
 FNB (FNB) | 9.94% | 9.9% | 98.3% | - |
| NextEra (NEE) | 9.87% | 9.63% | 98.64% | - |
 Alibaba (9988.HK) | 9.6% | 8.51% | 96.25% | - |
| WillScot Mobile Mini (WSC) | 8.53% | 7.35% | 98.98% | - |
| Vale (VALE) | 7.3% | 8.53% | 98.64% | - |
 Easterly (DEA) | 6.12% | 5.35% | 97.96% | - |
| Energy Transfer (ET) | 5.76% | 5.44% | 98.98% | - |
 Schlumberger (SLB) | 4.74% | 6.14% | 92.5% | - |
| Nu (NU) | 4.38% | 3.35% | 98.98% | - |
 Tencent (0700.HK) | 3.97% | 3.28% | 92.67% | - |
 Gerdau (GGB) | 1.95% | 2.56% | 92.84% | - |
 Herbalife (HLF) | 0.38% | 0% | 6.13% | 12/3/2024 |
 Sony Financial Group Inc (SFGYY) | 0.16% | 0.33% | 40.37% | - |
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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