Portfolio Diversification
Range
Most Diversified
5 instruments
September 22, 2022
Least Diversified
0 instruments
August 18, 2022
Average
2.5 instruments
Most Consistent Holdings
Top 5
MDT.US56.92%
NIO56.92%
LYFT39.51%
JNJ24.93%
EZJ.L17.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since August 18, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Lyft (LYFT) | 14.9% | 0% | 39.51% | 11/22/2023 |
| Nio (NIO) | 11.99% | 25.88% | 56.92% | - |
 Ryanair (RYAAY) | 10.11% | 0% | 17.78% | 3/21/2023 |
| Johnson & Johnson (JNJ) | 3.82% | 0% | 24.93% | 7/6/2023 |
| easyJet (EZJ.L) | 3.07% | 0% | 17.87% | 3/22/2023 |
 Wizz Air (WIZZ.L) | 1.77% | 0% | 17.87% | 3/22/2023 |
 Bank of America (BAC) | 1.52% | 0% | 9.72% | 7/6/2023 |
 QuantumScape (QS) | 1% | 0% | 7.7% | 7/6/2023 |
| Medtronic (MDT.US) | 0.23% | 0.42% | 56.92% | - |
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% |