Portfolio Diversification
Range
Most Diversified
5 instruments
September 22, 2022
Least Diversified
0 instruments
August 18, 2022
Average
2.6 instruments
Most Consistent Holdings
Top 5
MDT.US51.24%
NIO51.24%
LYFT44.71%
JNJ28.22%
EZJ.L20.23%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since August 18, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Lyft (LYFT) | 16.86% | 0% | 44.71% | 11/22/2023 |
 Ryanair (RYAAY) | 11.44% | 0% | 20.12% | 3/21/2023 |
| Nio (NIO) | 10.99% | 18.19% | 51.24% | - |
| Johnson & Johnson (JNJ) | 4.32% | 0% | 28.22% | 7/6/2023 |
| easyJet (EZJ.L) | 3.47% | 0% | 20.23% | 3/22/2023 |
 Wizz Air (WIZZ.L) | 2% | 0% | 20.23% | 3/22/2023 |
 Bank of America (BAC) | 1.73% | 0% | 11% | 7/6/2023 |
 QuantumScape (QS) | 1.13% | 0% | 8.71% | 7/6/2023 |
| Medtronic (MDT.US) | 0.21% | 0.41% | 51.24% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Nio (NIO) | 32.94% | 19.63% |
| Medtronic (MDT.US) | 0.33% | 0.39% |