Portfolio Diversification
Range
Most Diversified
25 instruments
January 19, 2022
Least Diversified
0 instruments
February 2, 2025
Average
17.2 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) | 20.46% | 27.73% | 98.38% | - |
| McKesson (MCK) | 11.05% | 18.21% | 99.91% | - |
 Cencora (COR) | 7.1% | 11.13% | 99.91% | - |
 Regeneron (REGN) | 6.99% | 5.28% | 99.91% | - |
| TotalEnergies (TTE.PA) | 6.7% | 6.65% | 99.91% | - |
| Micron (MU) | 5.48% | 4.03% | 99.91% | - |
 Applied Materials (AMAT) | 5.24% | 5.12% | 99.91% | - |
| Gilead Sciences (GILD) | 5.11% | 7.4% | 99.91% | - |
 Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) | 3.3% | 9.07% | 35.58% | - |
 LabCorp (LH) | 2.42% | 0% | 64.33% | 2/23/2024 |
 Synchrony (SYF) | 2.32% | 0% | 64.33% | 2/23/2024 |
 Qualcomm (QCOM) | 1.85% | 0% | 38.99% | 4/28/2023 |
 Ethereum (ETH) | 1.78% | 0% | 38.91% | 4/27/2023 |
 Consumer Staples Select Sector SPDR (XLP) | 1.71% | 0% | 38.99% | 4/28/2023 |
 Merck (MRK) | 1.63% | 0% | 38.99% | 4/28/2023 |
 Hologic (HOLX) | 1.48% | 0% | 38.99% | 4/28/2023 |
 Humana (HUM) | 1.46% | 0% | 38.99% | 4/28/2023 |
 Lam Research (LRCX) | 1.45% | 0% | 38.99% | 4/28/2023 |
 Philip Morris (PM) | 1.42% | 0% | 38.99% | 4/28/2023 |
 Coherus (CHRS) | 1.42% | 0.37% | 99.91% | - |
 Darden (DRI) | 1.34% | 0% | 38.99% | 4/28/2023 |
 Direxion Daily Aerospace & Defense Bull 3X Shares (DFEN) | 1.3% | 0% | 33.28% | 4/28/2023 |
| FedEx (FDX) | 1.19% | 1.09% | 99.91% | - |
 Valmet (VALMT.HE) | 1.14% | 0% | 38.99% | 4/28/2023 |
 Cardano (ADA) | 1.1% | 0% | 38.57% | 4/27/2023 |
 Xtrackers MSCI World Financials UCITS ETF (XDWF.DE) | 1.06% | 3.42% | 32.76% | - |
 Fortrea (FTRE) | 0.27% | 0.1% | 55.29% | - |
 Vertex (VRTX) | 0.17% | 0% | 4.69% | 2/24/2022 |
 Nike (NKE) | 0.05% | 0% | 4.69% | 2/24/2022 |
 Invesco QQQ (QQQ) | 0.02% | 0% | 0.43% | 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% |