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Portfolio Diversification
Range
Most Diversified
10 instruments
April 24, 2023
Least Diversified
0 instruments
April 4, 2026
Average
8.3 instruments
Most Consistent Holdings
Top 5
MC.PA99.83%
MIOTA99.83%
APE99.83%
T99.58%
XRX99.58%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AT&T (T) | 25.99% | 46.5% | 99.58% | - |
| Xerox (XRX) | 16.2% | 5.68% | 99.58% | - |
| LVMH (MC.PA) | 12.59% | 15.19% | 99.83% | - |
 First Republic Bank (FRCB) | 6.39% | 0.15% | 89.3% | - |
 Petroleum Geo-Services (PGS.OL) | 6% | 0% | 44.73% | 6/28/2024 |
 Orron (ORRON.ST) | 5.76% | 7.68% | 98.41% | - |
 Schwab US Dividend Equity ETF (SCHD) | 3.61% | 15.89% | 25.59% | - |
 SPX500 Index (Non Expiry) (SPX500) | 2.5% | 0% | 11.87% | 3/3/2025 |
 The Sandbox (SAND) | 2.41% | 0% | 57.94% | 12/4/2024 |
| ApeCoin (APE) | 0.82% | 0.11% | 99.83% | - |
| IOTA (MIOTA) | 0.54% | 0.28% | 99.83% | - |
 Gold (Non Expiry) (GOLD) | 0.12% | 0% | 0.84% | 5/3/2023 |
 Natural Gas (Non Expiry) (NATGAS) | 0.02% | 0% | 0.08% | 1/5/2023 |
 XEROX HOLDINGS CORP Warrant (XRXDW) | 0.01% | 0.19% | 5.18% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AT&T (T) | 8.13% | 45.03% |
| LVMH (MC.PA) | 4.88% | 20.63% |
| Schwab US Dividend Equity ETF (SCHD) | 3.25% | 14.32% |
| Xerox (XRX) | 11.38% | 7.45% |
| Orron (ORRON.ST) | 8.13% | 3.53% |
| First Republic Bank (FRCB) | 56.46% | 0.55% |
| IOTA (MIOTA) | 1.63% | 0.4% |
| ApeCoin (APE) | 4.34% | 0.22% |
Cash & Instruments Over Time
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