Portfolio Diversification
Range
Most Diversified
20 instruments
May 24, 2023
Least Diversified
13 instruments
December 21, 2024
Average
17.1 instruments
Most Consistent Holdings
Top 5
GE100%
RYAAY100%
ADM.L100%
BARC.L100%
TSCO.L100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rolls-Royce (RR.L) | 17.37% | 0% | 82.14% | 3/3/2025 |
| GE (GE) | 9.33% | 10.66% | 100% | - |
| Ryanair (RYAAY) | 7.01% | 4.91% | 100% | - |
| Barclays (BARC.L) | 6.51% | 11.09% | 100% | - |
 SoFi (SOFI) | 6.39% | 11.25% | 100% | - |
| Tesco (TSCO.L) | 6.32% | 4.46% | 100% | - |
| Admiral (ADM.L) | 5.54% | 3.93% | 100% | - |
 Norsk Hydro (NHY.OL) | 4.72% | 8.24% | 78.99% | - |
 Bloom Energy (BE) | 3.2% | 4% | 100% | - |
 Dell (DELL) | 3.06% | 2.33% | 100% | - |
 China Southern Airlines (01055.HK) | 2.61% | 0% | 74.47% | 12/20/2024 |
 Alcoa (AA) | 2.44% | 0% | 48.53% | 4/15/2024 |
 Logitech (LOGI) | 1.9% | 0% | 71.53% | 11/22/2024 |
 Oatly (OTLY) | 1.9% | 0.61% | 100% | - |
 GE Vernova (GEV) | 1.87% | 4.51% | 52.73% | - |
 GE HealthCare (GEHC) | 1.63% | 0.74% | 99.68% | - |
 Arconic Corporation (ARNC) | 1.58% | 0% | 24.05% | 8/22/2023 |
 easyJet (EZJ.L) | 1.44% | 5.04% | 22.27% | - |
 Rathbones (RAT.L) | 1.34% | 8.16% | 15.34% | - |
 Xinyi Solar (0968.HK) | 1.33% | 0.36% | 100% | - |
 Aluminum (Non Expiry) (Aluminum) | 0.77% | 0% | 7.56% | 6/23/2025 |
 Crowdstrike (CRWD) | 0.69% | 0% | 10.4% | 10/30/2024 |
 Boyd Gaming (BYD) | 0.6% | 2.66% | 19.96% | - |
 Iridium (IRDM) | 0.41% | 1.27% | 21.53% | - |
 Banco Santander (SAN) | 0.39% | 0% | 40.23% | 1/26/2024 |
 Under Armour (UA) | 0.34% | 0% | 24.16% | 8/23/2023 |
 TSMC (TSM) | 0.25% | 2.38% | 9.77% | - |
 Bentley Systems (BSY) | 0.13% | 0% | 1.47% | 10/30/2024 |
 Nio (NIO) | 0.06% | 0% | 2.42% | 3/6/2025 |
 GBP/USD (GBPUSD) | 0.01% | 0% | 0.42% | 8/22/2023 |
 USD/ZAR (USDZAR) | 0% | 0% | 0.21% | 5/25/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 6.2% | 28.36% |
| GE (GE) | 6.52% | 8.23% |
| SoFi (SOFI) | 5.23% | 7.91% |
| Barclays (BARC.L) | 6.2% | 6.15% |
| Tesco (TSCO.L) | 6.41% | 6.09% |
| Ryanair (RYAAY) | 5.66% | 5.32% |
| Admiral (ADM.L) | 6.2% | 4.47% |
| GE Vernova (GEV) | 0% | 4.06% |
| Bloom Energy (BE) | 6.2% | 3.39% |
| Dell (DELL) | 2.14% | 3.28% |
| GE HealthCare (GEHC) | 0% | 1.29% |
| Oatly (OTLY) | 6.3% | 0.78% |
| Xinyi Solar (0968.HK) | 3.2% | 0.57% |