Portfolio Diversification
Range
Most Diversified
3 instruments
October 17, 2024
Least Diversified
0 instruments
June 5, 2025
Average
1.4 instruments
Most Consistent Holdings
Top 5
DNUT52.86%
OIL32.72%
PEP32.72%
NKE7.32%
KO5.72%
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 |
|---|---|---|---|---|
| PepsiCo (PEP) | 32.58% | 99.19% | 32.72% | - |
| Oil (Non Expiry) (OIL) | 30.49% | 0% | 32.72% | 4/30/2025 |
| Krispy Kreme (DNUT) | 5.1% | 0% | 52.86% | 6/4/2025 |
 Microsoft (MSFT) | 3.05% | 0% | 3.2% | 5/15/2025 |
 Alphabet (GOOG) | 2.69% | 0% | 2.75% | 3/26/2025 |
 Tesla (TSLA) | 1.55% | 0% | 1.83% | 10/11/2024 |
| Coca-Cola (KO) | 0.88% | 0% | 5.72% | 10/28/2024 |
 GBP/USD (GBPUSD) | 0.67% | 0% | 0.69% | 4/28/2025 |
 EUR/USD (EURUSD) | 0.45% | 0% | 0.46% | 4/25/2025 |
| Nike (NKE) | 0.13% | 0% | 7.32% | 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% |