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Portfolio Diversification
Range
Most Diversified
12 instruments
April 7, 2025
Least Diversified
0 instruments
January 28, 2022
Average
6.3 instruments
Most Consistent Holdings
Top 5
DIS99.26%
JPM97.99%
BAC76%
ORSTED.CO75.74%
COLO-B.CO54.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 28, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 5.78% | 7.3% | 35.29% | - |
 GER40 Index (Non Expiry) (GER40) | 5.05% | 0% | 52.81% | 3/31/2026 |
| JPMorgan (JPM) | 4.5% | 10.28% | 97.99% | - |
 DJ30 Index (Non Expiry) (DJ30) | 4.37% | 0% | 39.17% | 10/1/2024 |
| Disney (DIS) | 3.38% | 5.61% | 99.26% | - |
| Orsted (ORSTED.CO) | 2.85% | 4.46% | 75.74% | - |
| Bank of America (BAC) | 1.65% | 0% | 76% | 5/9/2025 |
| Coloplast (COLO-B.CO) | 0.81% | 0% | 54.48% | 5/31/2024 |
 Danske Bank (DANSKE.CO) | 0.58% | 0% | 33.22% | 7/5/2023 |
 Novo Nordisk (NOVO-B.CO) | 0.49% | 1.12% | 27.27% | - |
 Bitcoin (BTC) | 0.44% | 7.26% | 13.37% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.37% | 0% | 9.63% | 4/14/2025 |
 EUR/USD (EURUSD) | 0.09% | 0% | 2.54% | 1/22/2026 |
 USD/JPY (USDJPY) | 0.06% | 0% | 3.88% | 12/24/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.03% | 0% | 0.87% | 2/28/2024 |
 Solana (SOL) | 0.02% | 2.9% | 0.67% | - |
 AUD/CHF (AUDCHF) | 0.02% | 0% | 1.2% | 3/5/2025 |
 USD/CHF (USDCHF) | 0.01% | 0% | 1.94% | 2/19/2025 |
 Genmab (GMAB.CO) | 0.01% | 0% | 0.27% | 4/8/2025 |
 NZD/USD (NZDUSD) | 0.01% | 0% | 0.47% | 11/4/2024 |
 GBP/USD (GBPUSD) | 0% | 0% | 0.27% | 1/24/2025 |
 GBP/JPY (GBPJPY) | 0% | 0% | 0.27% | 4/7/2025 |
 EUR/CHF (EURCHF) | 0% | 0% | 0.07% | 4/7/2025 |
 Gold (Non Expiry) (GOLD) | 0% | 0% | 0.07% | 11/20/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| JPMorgan (JPM) | 4.42% | 10.71% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 5.85% | 7.17% |
| Disney (DIS) | 4.57% | 6.29% |
| Orsted (ORSTED.CO) | 16.98% | 2.69% |
| Bitcoin (BTC) | 1.95% | 2.14% |
| Novo Nordisk (NOVO-B.CO) | 2.93% | 1.57% |
Cash & Instruments Over Time
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