Portfolio Diversification
Range
Most Diversified
10 instruments
December 31, 2024
Least Diversified
0 instruments
February 6, 2023
Average
7.5 instruments
Most Consistent Holdings
Top 5
EZJ.L98.99%
META87.92%
GOOG86.67%
MSFT86.29%
INTC81.26%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since February 6, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| easyJet (EZJ.L) | 14.23% | 12.56% | 98.99% | - |
 AGNC (AGNC) | 13.75% | 27.25% | 51.7% | - |
| Alphabet (GOOG) | 13.46% | 0% | 86.67% | 1/6/2025 |
 Amazon (AMZN) | 13.34% | 0% | 78.11% | 10/28/2024 |
 Prospect Capital (PSEC) | 9.5% | 17.47% | 51.7% | - |
| Meta (META) | 8.79% | 0% | 87.92% | 1/23/2025 |
| Intel (INTC) | 8.77% | 7.97% | 81.26% | - |
| Microsoft (MSFT) | 7% | 5.92% | 86.29% | - |
 NVIDIA (NVDA) | 6.16% | 0% | 59.87% | 2/4/2025 |
 TriplePoint (TPVG) | 1.79% | 13.76% | 14.09% | - |
 Micron (MU) | 0.79% | 9.03% | 13.71% | - |
 Lockheed Martin (LMT) | 0.41% | 0% | 4.53% | 3/15/2023 |
 Nokian Tyres (TYRES.HE) | 0.34% | 0% | 27.92% | 12/7/2023 |
 AMD (AMD) | 0.31% | 5.46% | 10.69% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AGNC (AGNC) | 30.8% | 29.3% |
| Prospect Capital (PSEC) | 28.22% | 22.96% |
| easyJet (EZJ.L) | 12.32% | 16.24% |
| Intel (INTC) | 11.76% | 9.14% |
| Microsoft (MSFT) | 6% | 7.35% |
| TriplePoint (TPVG) | 6.76% | 6.68% |
| NVIDIA (NVDA) | 2.46% | 6.28% |
| Meta (META) | 0.96% | 1.29% |
| Micron (MU) | 0.49% | 0.48% |
| Alphabet (GOOG) | 0.22% | 0.31% |