Portfolio Diversification
Range
Most Diversified
25 instruments
January 19, 2022
Least Diversified
0 instruments
February 2, 2025
Average
17.5 instruments
Most Consistent Holdings
Top 5
MU99.91%
FDX99.91%
TTE.PA99.91%
GILD99.91%
MCK99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR S&P 500 ETF (SPY) | 19.89% | 0% | 98.27% | 2/1/2025 |
| McKesson (MCK) | 10.7% | 0% | 99.91% | 2/1/2025 |
 Regeneron (REGN) | 7.07% | 0% | 99.91% | 2/1/2025 |
 Cencora (COR) | 6.92% | 0% | 99.91% | 2/1/2025 |
| TotalEnergies (TTE.PA) | 6.69% | 0% | 99.91% | 2/1/2025 |
| Micron (MU) | 5.52% | 0% | 99.91% | 2/1/2025 |
 Applied Materials (AMAT) | 5.21% | 0% | 99.91% | 2/1/2025 |
| Gilead Sciences (GILD) | 4.96% | 0% | 99.91% | 2/1/2025 |
 Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | 2.87% | 0% | 31.11% | 2/1/2025 |
 LabCorp (LH) | 2.59% | 0% | 68.8% | 2/23/2024 |
 Synchrony (SYF) | 2.48% | 0% | 68.8% | 2/23/2024 |
 Qualcomm (QCOM) | 1.98% | 0% | 41.7% | 4/28/2023 |
 Ethereum (ETH) | 1.91% | 0% | 41.61% | 4/27/2023 |
 Consumer Staples Select Sector SPDR (XLP) | 1.83% | 0% | 41.7% | 4/28/2023 |
 Merck (MRK) | 1.74% | 0% | 41.7% | 4/28/2023 |
 Hologic (HOLX) | 1.58% | 0% | 41.7% | 4/28/2023 |
 Humana (HUM) | 1.57% | 0% | 41.7% | 4/28/2023 |
 Lam Research (LRCX) | 1.55% | 0% | 41.7% | 4/28/2023 |
 Philip Morris (PM) | 1.52% | 0% | 41.7% | 4/28/2023 |
 Coherus (CHRS) | 1.49% | 0% | 99.91% | 2/1/2025 |
 Darden (DRI) | 1.43% | 0% | 41.7% | 4/28/2023 |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 1.39% | 0% | 35.58% | 4/28/2023 |
 Valmet (VALMT.HE) | 1.22% | 0% | 41.7% | 4/28/2023 |
| FedEx (FDX) | 1.18% | 0% | 99.91% | 2/1/2025 |
 Cardano (ADA) | 1.18% | 0% | 41.24% | 4/27/2023 |
 Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 0.89% | 0% | 28.1% | 2/1/2025 |
 Fortrea (FTRE) | 0.27% | 0% | 52.19% | 2/1/2025 |
 Vertex (VRTX) | 0.18% | 0% | 5.02% | 2/24/2022 |
 Nike (NKE) | 0.05% | 0% | 5.02% | 2/24/2022 |
 Invesco QQQ (QQQ) | 0.02% | 0% | 0.46% | 3/1/2022 |
 ProShares UltraShort Bloomberg Crude Oil (SCO) | 0% | 0% | 0.09% | 3/2/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPDR S&P 500 ETF (SPY) | 31.13% | 29.71% |
| McKesson (MCK) | 6.63% | 14.71% |
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | 11.51% | 9.96% |
| Cencora (COR) | 6% | 8.63% |
| TotalEnergies (TTE.PA) | 6.63% | 6.62% |
| Regeneron (REGN) | 6% | 6.6% |
| Gilead Sciences (GILD) | 6% | 6.46% |
| Applied Materials (AMAT) | 6.63% | 5.99% |
| Micron (MU) | 6.63% | 4.88% |
| Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 3.98% | 3.57% |
| FedEx (FDX) | 1.84% | 1.46% |
| Coherus (CHRS) | 6% | 0.45% |
| Fortrea (FTRE) | 0% | 0.33% |