Portfolio Diversification
Range
Most Diversified
10 instruments
December 31, 2024
Least Diversified
0 instruments
February 6, 2023
Average
7.6 instruments
Most Consistent Holdings
Top 5
EZJ.L99.05%
MSFT87.09%
META82.82%
INTC82.35%
GOOG81.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 6, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AGNC (AGNC) | 14.48% | 25.51% | 54.5% | - |
| easyJet (EZJ.L) | 14.15% | 13.24% | 99.05% | - |
| Alphabet (GOOG) | 12.68% | 0% | 81.64% | 1/6/2025 |
 Amazon (AMZN) | 12.57% | 0% | 73.58% | 10/28/2024 |
 Prospect Capital (PSEC) | 9.84% | 13.26% | 54.5% | - |
| Intel (INTC) | 8.71% | 7.01% | 82.35% | - |
| Meta (META) | 8.28% | 0% | 82.82% | 1/23/2025 |
| Microsoft (MSFT) | 6.95% | 6.29% | 87.09% | - |
 NVIDIA (NVDA) | 5.8% | 0% | 56.4% | 2/4/2025 |
 TriplePoint (TPVG) | 2.48% | 14.41% | 19.08% | - |
 Micron (MU) | 1.39% | 13.19% | 18.72% | - |
 AMD (AMD) | 0.68% | 7.04% | 15.88% | - |
 Lockheed Martin (LMT) | 0.39% | 0% | 4.27% | 3/15/2023 |
 Nokian Tyres (TYRES.HE) | 0.32% | 0% | 26.3% | 12/7/2023 |
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% |