Portfolio Diversification
Range
Most Diversified
3 instruments
October 17, 2024
Least Diversified
0 instruments
June 5, 2025
Average
1.9 instruments
Most Consistent Holdings
Top 5
DNUT93.52%
OIL57.89%
NKE12.96%
KO10.12%
MSFT5.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 2, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Oil (Non Expiry) (OIL) | 53.94% | 0% | 57.89% | 4/30/2025 |
| Krispy Kreme (DNUT) | 9.02% | 0% | 93.52% | 6/4/2025 |
| Microsoft (MSFT) | 5.4% | 0% | 5.67% | 5/15/2025 |
 Alphabet (GOOG) | 4.75% | 0% | 4.86% | 3/26/2025 |
 Tesla (TSLA) | 2.74% | 0% | 3.24% | 10/11/2024 |
| Coca-Cola (KO) | 1.55% | 0% | 10.12% | 10/28/2024 |
 GBP/USD (GBPUSD) | 1.19% | 0% | 1.21% | 4/28/2025 |
 EUR/USD (EURUSD) | 0.8% | 0% | 0.81% | 4/25/2025 |
| Nike (NKE) | 0.23% | 0% | 12.96% | 4/22/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Oil (Non Expiry) (OIL) | 98.39% | 97.85% |
| Krispy Kreme (DNUT) | 1.22% | 1.58% |