Portfolio Diversification
Range
Most Diversified
39 instruments
January 29, 2025
Least Diversified
0 instruments
January 16, 2025
Average
23.3 instruments
Most Consistent Holdings
Top 5
MRK83.33%
VALE83.33%
AZN83.33%
GXO83.33%
GE77.78%
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 |
|---|---|---|---|---|
 Amgen (AMGN) | 5.68% | 0% | 77.78% | 1/30/2025 |
| Merck (MRK) | 4.92% | 0% | 83.33% | 2/1/2025 |
 Novo-Nordisk (NVO) | 4.34% | 0% | 77.78% | 1/30/2025 |
 iShares Core MSCI Pacific ETF (IPAC) | 3.81% | 0% | 77.78% | 1/30/2025 |
| AstraZeneca (AZN) | 3.6% | 0% | 83.33% | 2/1/2025 |
 Weyerhaeuser (WY) | 3.44% | 0% | 77.78% | 1/30/2025 |
 Ishares Nasdaq Biotechnology (IBB) | 3.07% | 0% | 77.78% | 1/30/2025 |
 Pfizer (PFE) | 2.99% | 0% | 77.78% | 1/30/2025 |
 Centene (CNC) | 2.9% | 0% | 77.78% | 1/30/2025 |
 AMD (AMD) | 2.74% | 0% | 77.78% | 1/30/2025 |
 Inmode (INMD) | 2.7% | 0% | 77.78% | 1/30/2025 |
 Monolithic Power (MPWR) | 2.65% | 0% | 77.78% | 1/30/2025 |
 Micron (MU) | 2.55% | 0% | 77.78% | 1/30/2025 |
| GXO Logistics (GXO) | 2.54% | 0% | 83.33% | 2/1/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 2.53% | 0% | 77.78% | 1/30/2025 |
| GE (GE) | 2.53% | 0% | 77.78% | 1/30/2025 |
 Vertex (VRTX) | 2.48% | 0% | 77.78% | 1/30/2025 |
 iShares MSCI India ETF (INDA) | 2.47% | 0% | 77.78% | 1/30/2025 |
 AeroVironment (AVAV) | 2.4% | 0% | 77.78% | 1/30/2025 |
| Vale (VALE) | 2.15% | 0% | 83.33% | 2/1/2025 |
 STMicroelectronics (STMMI.MI) | 1.71% | 0% | 50% | 1/30/2025 |
 BNP Paribas (BNP.PA) | 1.32% | 0% | 50% | 1/30/2025 |
 HKEX (00388.HK) | 1.21% | 0% | 55.56% | 2/1/2025 |
 Bank of China (3988.HK) | 1.12% | 0% | 55.56% | 2/1/2025 |
 ASML (ASML.NV) | 1.11% | 0% | 50% | 1/30/2025 |
 BMW (BMW.DE) | 1.11% | 0% | 50% | 1/30/2025 |
 Tencent (0700.HK) | 1.1% | 0% | 55.56% | 2/1/2025 |
 TKH Group (TWEKA.NV) | 1% | 0% | 50% | 1/30/2025 |
 Enel (ENEL.MI) | 0.96% | 0% | 50% | 1/30/2025 |
 Dell (DELL) | 0.9% | 0% | 50% | 1/30/2025 |
 Lithium Americas (LAC) | 0.63% | 0% | 27.78% | 1/21/2025 |
 Western Alliance (WAL) | 0.49% | 0% | 5.56% | 2/1/2025 |
 First Solar (FSLR) | 0.44% | 0% | 5.56% | 2/1/2025 |
 JD (9618.HK) | 0.43% | 0% | 22.22% | 2/1/2025 |
 Enphase (ENPH) | 0.43% | 0% | 5.56% | 2/1/2025 |
 Alibaba (9988.HK) | 0.42% | 0% | 22.22% | 2/1/2025 |
 iShares China Large-Cap ETF (FXI) | 0.39% | 0% | 16.67% | 1/30/2025 |
 KraneShares CSI China Internet (KWEB) | 0.39% | 0% | 16.67% | 1/30/2025 |
 WP Carey (WPC) | 0.38% | 0% | 5.56% | 2/1/2025 |
 Adobe (ADBE) | 0.38% | 0% | 5.56% | 2/1/2025 |
 Samsung (SMSN.L) | 0.37% | 0% | 16.67% | 1/30/2025 |
 PayPal (PYPL) | 0.37% | 0% | 5.56% | 2/1/2025 |
 Cenovus (CVE) | 0.37% | 0% | 5.56% | 2/1/2025 |
 ExxonMobil (XOM) | 0.31% | 0% | 5.56% | 2/1/2025 |
 BYD (01211.HK) | 0.28% | 0% | 22.22% | 2/1/2025 |
 ASM (ASM.NV) | 0.24% | 0% | 16.67% | 1/30/2025 |
 NVIDIA (NVDA) | 0.23% | 0% | 16.67% | 1/30/2025 |
 BW LPG (BWLPG.OL) | 0.11% | 0% | 11.11% | 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.