Portfolio Diversification
Range
Most Diversified
12 instruments
October 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
8.5 instruments
Most Consistent Holdings
Top 5
ADBE99.4%
1810.HK95.78%
CRS88.86%
DIS63.55%
NVDA57.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 6, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Carpenter Technology (CRS) | 18.53% | 0% | 88.86% | 2/1/2025 |
| Xiaomi (1810.HK) | 15.69% | 0% | 95.78% | 2/1/2025 |
| Adobe (ADBE) | 15.17% | 0% | 99.4% | 2/1/2025 |
| NVIDIA (NVDA) | 6.89% | 0% | 57.53% | 2/1/2025 |
 PDD Holdings (PDD) | 6.65% | 0% | 51.51% | 9/30/2024 |
 Alphabet (GOOGL) | 5.55% | 0% | 34.94% | 12/18/2024 |
 Nike (NKE) | 5.37% | 0% | 54.52% | 2/1/2025 |
| Disney (DIS) | 5.09% | 0% | 63.55% | 1/10/2025 |
 NetEase (NTES) | 3.63% | 0% | 39.16% | 9/3/2024 |
 Microsoft (MSFT) | 2.83% | 0% | 52.11% | 12/11/2024 |
 Amazon (AMZN) | 1.77% | 0% | 26.2% | 1/3/2025 |
 Lotus Technology (LOT) | 1.73% | 0% | 21.39% | 5/21/2024 |
 LVMH (MC.PA) | 1.47% | 0% | 24.1% | 12/9/2024 |
 SNDL (SNDL) | 1.38% | 0% | 4.82% | 4/10/2024 |
 Aurora Cannabis (ACB) | 1.36% | 0% | 4.82% | 4/10/2024 |
 Opera (OPRA) | 1.1% | 0% | 15.06% | 2/1/2025 |
 ATI (ATI) | 1.01% | 0% | 28.31% | 2/1/2025 |
 Humana (HUM) | 0.89% | 0% | 13.55% | 11/18/2024 |
 Uber (UBER) | 0.83% | 0% | 14.16% | 1/27/2025 |
 Webster (WBS) | 0.58% | 0% | 26.51% | 7/23/2024 |
 Salesforce (CRM) | 0.27% | 0% | 2.11% | 3/13/2024 |
 Ryanair (RYAAY) | 0.19% | 0% | 3.92% | 6/4/2024 |
 Cardano (ADA) | 0.15% | 0% | 15.96% | 8/4/2024 |
 Bayer (BAYN.DE) | 0.09% | 0% | 2.11% | 3/12/2024 |
 Guess? (GES) | 0.06% | 0% | 2.71% | 9/27/2024 |
 Tesla (TSLA) | 0.05% | 0% | 0.3% | 4/24/2024 |
 Santander (SAN.MC) | 0.05% | 0% | 1.2% | 5/17/2024 |
 ChinaA50 Index (Non Expiry) (CHINA50) | 0.01% | 0% | 0.3% | 9/26/2024 |
 Dogecoin (DOGE) | 0% | 0% | 0.6% | 9/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Carpenter Technology (CRS) | 18.39% | 22.04% |
| Xiaomi (1810.HK) | 9.17% | 15.94% |
| Nike (NKE) | 18.28% | 14.9% |
| Adobe (ADBE) | 12.43% | 9.19% |
| NVIDIA (NVDA) | 8.34% | 8.72% |
| Opera (OPRA) | 9.5% | 7.76% |
| Amazon (AMZN) | 6.68% | 6.7% |
| Disney (DIS) | 6.23% | 5.68% |
| Uber (UBER) | 6.82% | 5.6% |
| ATI (ATI) | 4.17% | 3.42% |