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.US53.56%
NIO53.56%
LYFT42.59%
JNJ26.88%
EZJ.L19.27%
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) | 16.06% | 0% | 42.59% | 11/22/2023 |
| Nio (NIO) | 11.29% | 15.99% | 53.56% | - |
 Ryanair (RYAAY) | 10.9% | 0% | 19.17% | 3/21/2023 |
| Johnson & Johnson (JNJ) | 4.11% | 0% | 26.88% | 7/6/2023 |
| easyJet (EZJ.L) | 3.31% | 0% | 19.27% | 3/22/2023 |
 Wizz Air (WIZZ.L) | 1.91% | 0% | 19.27% | 3/22/2023 |
 Bank of America (BAC) | 1.64% | 0% | 10.47% | 7/6/2023 |
 QuantumScape (QS) | 1.07% | 0% | 8.3% | 7/6/2023 |
| Medtronic (MDT.US) | 0.22% | 0.43% | 53.56% | - |
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% |