Portfolio Diversification
Range
Most Diversified
39 instruments
January 29, 2025
Least Diversified
0 instruments
January 16, 2025
Average
19.3 instruments
Most Consistent Holdings
Top 5
VALE97.9%
MRK97.2%
GXO97.2%
PYPL88.11%
WAL88.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 16, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Western Alliance (WAL) | 8.83% | 7.25% | 88.11% | - |
| PayPal (PYPL) | 7.72% | 8.71% | 88.11% | - |
| Merck (MRK) | 6.85% | 4.26% | 97.2% | - |
| GXO Logistics (GXO) | 6.5% | 4.8% | 97.2% | - |
 First Solar (FSLR) | 5.75% | 0% | 70.63% | 5/13/2025 |
| Vale (VALE) | 4.26% | 3.44% | 97.9% | - |
 Adobe (ADBE) | 4.21% | 3.74% | 87.41% | - |
 Cenovus (CVE) | 4.11% | 3.61% | 87.41% | - |
 ExxonMobil (XOM) | 3.82% | 3.17% | 87.41% | - |
 Dell (DELL) | 3.59% | 1.61% | 57.34% | - |
 Block Inc. (XYZ) | 3.58% | 6.56% | 57.34% | - |
 AstraZeneca (AZN) | 2.94% | 0% | 52.45% | 4/3/2025 |
 AMD (AMD) | 2.83% | 3.43% | 76.22% | - |
 Trade Desk (TTD) | 2.78% | 0% | 37.06% | 5/9/2025 |
 Enphase (ENPH) | 2.48% | 6.06% | 87.41% | - |
 Crocs (CROX) | 2.32% | 3.34% | 57.34% | - |
 Micron (MU) | 2.09% | 4.42% | 54.55% | - |
 PepsiCo (PEP) | 2.04% | 1.71% | 56.64% | - |
 AeroVironment (AVAV) | 2.01% | 0% | 46.15% | 5/8/2025 |
 WP Carey (WPC) | 1.95% | 1.65% | 62.94% | - |
 Lockheed Martin (LMT) | 1.6% | 0% | 30.77% | 4/4/2025 |
 UnitedHealth (UNH) | 0.92% | 5.67% | 16.08% | - |
 Coca-Cola (KO) | 0.78% | 0% | 15.38% | 3/4/2025 |
 Amgen (AMGN) | 0.71% | 0% | 9.79% | 1/30/2025 |
 ASML (ASML.NV) | 0.68% | 2.6% | 26.57% | - |
 STMicroelectronics (STMMI.MI) | 0.67% | 2.43% | 26.57% | - |
 Tencent (0700.HK) | 0.6% | 2.55% | 25.17% | - |
 Novo-Nordisk (NVO) | 0.55% | 0% | 9.79% | 1/30/2025 |
 JD (9618.HK) | 0.5% | 2.37% | 20.98% | - |
 TKH Group (TWEKA.NV) | 0.49% | 1.67% | 27.27% | - |
 iShares Core MSCI Pacific ETF (IPAC) | 0.48% | 0% | 9.79% | 1/30/2025 |
 ASM (ASM.NV) | 0.47% | 2.23% | 22.38% | - |
 AAC Technologies (02018.HK) | 0.46% | 2.43% | 18.18% | - |
 Weyerhaeuser (WY) | 0.43% | 0% | 9.79% | 1/30/2025 |
 Meituan (03690.HK) | 0.4% | 2.33% | 17.48% | - |
 BYD Electronic (00285.HK) | 0.4% | 2.03% | 18.18% | - |
 Ishares Nasdaq Biotechnology (IBB) | 0.39% | 0% | 9.79% | 1/30/2025 |
 Pfizer (PFE) | 0.38% | 0% | 9.79% | 1/30/2025 |
 Centene (CNC) | 0.36% | 0% | 9.79% | 1/30/2025 |
 Xinyi Solar (0968.HK) | 0.36% | 1.98% | 17.48% | - |
 Inmode (INMD) | 0.34% | 0% | 9.79% | 1/30/2025 |
 Monolithic Power (MPWR) | 0.33% | 0% | 9.79% | 1/30/2025 |
 Samsung (SMSN.L) | 0.32% | 1.4% | 22.38% | - |
 Vanguard FTSE All-World ex-US (VEU) | 0.32% | 0% | 9.79% | 1/30/2025 |
 GE (GE) | 0.32% | 0% | 9.79% | 1/30/2025 |
 Vertex (VRTX) | 0.31% | 0% | 9.79% | 1/30/2025 |
 iShares MSCI India ETF (INDA) | 0.31% | 0% | 9.79% | 1/30/2025 |
 HKEX (00388.HK) | 0.17% | 0% | 7.69% | 2/3/2025 |
 BNP Paribas (BNP.PA) | 0.17% | 0% | 6.29% | 1/30/2025 |
 Bank of China (3988.HK) | 0.15% | 0% | 7.69% | 2/3/2025 |
 BMW (BMW.DE) | 0.14% | 0% | 6.29% | 1/30/2025 |
 Enel (ENEL.MI) | 0.12% | 0% | 6.29% | 1/30/2025 |
 Lithium Americas (LAC) | 0.08% | 0% | 3.5% | 1/21/2025 |
 Alibaba (9988.HK) | 0.07% | 0% | 3.5% | 2/3/2025 |
 iShares China Large-Cap ETF (FXI) | 0.05% | 0% | 2.1% | 1/30/2025 |
 KraneShares CSI China Internet (KWEB) | 0.05% | 0% | 2.1% | 1/30/2025 |
 BYD (01211.HK) | 0.04% | 0% | 3.5% | 2/3/2025 |
 NVIDIA (NVDA) | 0.03% | 0% | 2.1% | 1/30/2025 |
 BW LPG (BWLPG.OL) | 0.01% | 0% | 1.4% | 1/30/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.