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.US60.35%
NIO60.35%
LYFT36.28%
JNJ22.9%
EZJ.L16.41%
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) | 13.68% | 0% | 36.28% | 11/22/2023 |
| Nio (NIO) | 13.15% | 21.79% | 60.35% | - |
 Ryanair (RYAAY) | 9.29% | 0% | 16.33% | 3/21/2023 |
| Johnson & Johnson (JNJ) | 3.51% | 0% | 22.9% | 7/6/2023 |
| easyJet (EZJ.L) | 2.82% | 0% | 16.41% | 3/22/2023 |
 Wizz Air (WIZZ.L) | 1.62% | 0% | 16.41% | 3/22/2023 |
 Bank of America (BAC) | 1.4% | 0% | 8.92% | 7/6/2023 |
 QuantumScape (QS) | 0.91% | 0% | 7.07% | 7/6/2023 |
| Medtronic (MDT.US) | 0.25% | 0.46% | 60.35% | - |
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% |