Portfolio Diversification
Range
Most Diversified
39 instruments
January 29, 2025
Least Diversified
0 instruments
January 16, 2025
Average
17.5 instruments
Most Consistent Holdings
Top 5
MRK96.81%
VALE96.81%
GXO96.81%
XOM81.91%
FSLR81.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 16, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Western Alliance (WAL) | 8.29% | 14.17% | 81.91% | - |
| Merck (MRK) | 7.99% | 5.71% | 96.81% | - |
| First Solar (FSLR) | 7.61% | 4.75% | 81.91% | - |
| GXO Logistics (GXO) | 7.38% | 5.22% | 96.81% | - |
 PayPal (PYPL) | 7.06% | 9.82% | 81.91% | - |
| Vale (VALE) | 4.48% | 4.47% | 96.81% | - |
 AstraZeneca (AZN) | 4.47% | 0% | 79.79% | 4/3/2025 |
 Adobe (ADBE) | 4.4% | 4.25% | 81.91% | - |
 Cenovus (CVE) | 4.3% | 4.38% | 81.91% | - |
| ExxonMobil (XOM) | 3.96% | 4.41% | 81.91% | - |
 PepsiCo (PEP) | 2.56% | 0% | 55.32% | 4/3/2025 |
 AMD (AMD) | 2.54% | 3.51% | 64.89% | - |
 WP Carey (WPC) | 2.46% | 0% | 64.89% | 4/3/2025 |
 Lockheed Martin (LMT) | 2.44% | 0% | 46.81% | 4/4/2025 |
 Enphase (ENPH) | 2.41% | 1.38% | 81.91% | - |
 Trade Desk (TTD) | 2.36% | 8.98% | 35.11% | - |
 Dell (DELL) | 2.22% | 11.59% | 36.17% | - |
 AeroVironment (AVAV) | 2.03% | 5.27% | 50% | - |
 Crocs (CROX) | 1.54% | 4.05% | 35.11% | - |
 Block Inc. (XYZ) | 1.47% | 4.15% | 35.11% | - |
 Coca-Cola (KO) | 1.19% | 0% | 23.4% | 3/4/2025 |
 Micron (MU) | 1.15% | 3.8% | 31.91% | - |
 Amgen (AMGN) | 1.09% | 0% | 14.89% | 1/30/2025 |
 Novo-Nordisk (NVO) | 0.83% | 0% | 14.89% | 1/30/2025 |
 iShares Core MSCI Pacific ETF (IPAC) | 0.73% | 0% | 14.89% | 1/30/2025 |
 Weyerhaeuser (WY) | 0.66% | 0% | 14.89% | 1/30/2025 |
 Ishares Nasdaq Biotechnology (IBB) | 0.59% | 0% | 14.89% | 1/30/2025 |
 Pfizer (PFE) | 0.57% | 0% | 14.89% | 1/30/2025 |
 Centene (CNC) | 0.55% | 0% | 14.89% | 1/30/2025 |
 Inmode (INMD) | 0.52% | 0% | 14.89% | 1/30/2025 |
 Monolithic Power (MPWR) | 0.51% | 0% | 14.89% | 1/30/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 0.49% | 0% | 14.89% | 1/30/2025 |
 GE (GE) | 0.48% | 0% | 14.89% | 1/30/2025 |
 Vertex (VRTX) | 0.47% | 0% | 14.89% | 1/30/2025 |
 iShares MSCI India ETF (INDA) | 0.47% | 0% | 14.89% | 1/30/2025 |
 STMicroelectronics (STMMI.MI) | 0.33% | 0% | 9.57% | 1/30/2025 |
 HKEX (00388.HK) | 0.25% | 0% | 11.7% | 2/3/2025 |
 BNP Paribas (BNP.PA) | 0.25% | 0% | 9.57% | 1/30/2025 |
 Bank of China (3988.HK) | 0.23% | 0% | 11.7% | 2/3/2025 |
 Tencent (0700.HK) | 0.23% | 0% | 11.7% | 2/3/2025 |
 ASML (ASML.NV) | 0.21% | 0% | 9.57% | 1/30/2025 |
 BMW (BMW.DE) | 0.21% | 0% | 9.57% | 1/30/2025 |
 TKH Group (TWEKA.NV) | 0.19% | 0% | 9.57% | 1/30/2025 |
 Enel (ENEL.MI) | 0.18% | 0% | 9.57% | 1/30/2025 |
 Lithium Americas (LAC) | 0.12% | 0% | 5.32% | 1/21/2025 |
 JD (9618.HK) | 0.1% | 0% | 5.32% | 2/3/2025 |
 Alibaba (9988.HK) | 0.1% | 0% | 5.32% | 2/3/2025 |
 iShares China Large-Cap ETF (FXI) | 0.08% | 0% | 3.19% | 1/30/2025 |
 KraneShares CSI China Internet (KWEB) | 0.07% | 0% | 3.19% | 1/30/2025 |
 Samsung (SMSN.L) | 0.07% | 0% | 3.19% | 1/30/2025 |
 BYD (01211.HK) | 0.07% | 0% | 5.32% | 2/3/2025 |
 ASM (ASM.NV) | 0.05% | 0% | 3.19% | 1/30/2025 |
 NVIDIA (NVDA) | 0.04% | 0% | 3.19% | 1/30/2025 |
 BW LPG (BWLPG.OL) | 0.02% | 0% | 2.13% | 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.