Portfolio Diversification
Range
Most Diversified
24 instruments
November 28, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.4 instruments
Most Consistent Holdings
Top 5
MSFT99.87%
AXP99.87%
INTC99.87%
BRK.B99.87%
MU99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alibaba (BABA) | 7.88% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 7.66% | 0% | 99.87% | 2/1/2025 |
| American Express (AXP) | 7.63% | 0% | 99.87% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 6.44% | 0% | 99.87% | 2/1/2025 |
 Bank of America (BAC) | 6.32% | 0% | 84.06% | 10/4/2024 |
| Micron (MU) | 5.59% | 0% | 99.87% | 2/1/2025 |
 Tencent (0700.HK) | 5.05% | 0% | 99.87% | 2/1/2025 |
 Flow Traders (FLOW.NV) | 4.24% | 0% | 99.87% | 2/1/2025 |
 Apple (AAPL) | 3.98% | 0% | 66.93% | 5/27/2024 |
 Porsche (PAH3.DE) | 3.59% | 0% | 99.87% | 2/1/2025 |
 Visa (V) | 3.56% | 0% | 83.93% | 10/3/2024 |
| Intel (INTC) | 3.19% | 0% | 99.87% | 2/1/2025 |
 StoneCo (STNE) | 3.1% | 0% | 89.24% | 11/13/2024 |
 Amazon (AMZN) | 2.8% | 0% | 67.07% | 5/29/2024 |
 RELX (REL.L) | 2.72% | 0% | 75.43% | 2/1/2025 |
 Pinterest (PINS) | 2.52% | 0% | 99.87% | 2/1/2025 |
 Sea (SE) | 2.35% | 0% | 63.21% | 4/29/2024 |
 Silicon Motion (SIMO) | 2.18% | 0% | 63.21% | 4/29/2024 |
 Coca-Cola (KO) | 2.17% | 0% | 66.93% | 5/27/2024 |
 TBC (TBCG.L) | 1.84% | 0% | 32.14% | 2/1/2025 |
 Newmont (NEM) | 1.61% | 0% | 83.13% | 9/27/2024 |
 Plug Power (PLUG) | 1.6% | 0% | 33.73% | 1/10/2025 |
 Bloom Energy (BE) | 1.37% | 0% | 25.1% | 11/6/2024 |
 Marathon Oil (MRO) | 1.27% | 0% | 63.21% | 4/29/2024 |
 Teladoc (TDOC) | 1.19% | 0% | 75.43% | 2/1/2025 |
 Occidental (OXY) | 0.81% | 0% | 11.42% | 2/1/2025 |
 VAALCO (EGY) | 0.8% | 0% | 32.93% | 2/1/2025 |
 Star Bulk (SBLK) | 0.76% | 0% | 24.17% | 2/1/2025 |
 Zoom (ZM) | 0.73% | 0% | 27.36% | 2/2/2024 |
 Bioatla (BCAB) | 0.62% | 0% | 16.33% | 2/1/2025 |
 Molina (MOH) | 0.59% | 0% | 12.48% | 2/1/2025 |
 Block Inc. (XYZ) | 0.47% | 0% | 11.69% | 10/30/2024 |
 Chubb (CB) | 0.35% | 0% | 6.77% | 12/27/2024 |
 Netflix (NFLX) | 0.26% | 0% | 12.75% | 4/29/2024 |
 Sprott Physical Gold Trust (PHYS) | 0.22% | 0% | 1.99% | 2/1/2025 |
 GameStop (GME) | 0.2% | 0% | 7.57% | 2/1/2025 |
 Bunge (BG) | 0.07% | 0% | 1.46% | 2/1/2025 |
 Meituan (03690.HK) | 0.01% | 0% | 5.18% | 5/8/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 0.4% | 11/30/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| American Express (AXP) | 2.93% | 9.99% |
| Alibaba (BABA) | 16.38% | 9.78% |
| Microsoft (MSFT) | 3.49% | 7.96% |
| Occidental (OXY) | 7.01% | 7.37% |
| Berkshire Hathaway (BRK.B) | 4.15% | 6.9% |
| TBC (TBCG.L) | 4.88% | 6.45% |
| Micron (MU) | 3.91% | 5.01% |
| Molina (MOH) | 4.88% | 4.77% |
| Plug Power (PLUG) | 4.88% | 4.48% |
| Flow Traders (FLOW.NV) | 5.5% | 4.12% |
| RELX (REL.L) | 2.44% | 3.79% |
| Porsche (PAH3.DE) | 5.21% | 2.7% |
| Star Bulk (SBLK) | 3.42% | 2.62% |
| Pinterest (PINS) | 3.93% | 2.11% |
| Tencent (0700.HK) | 2.35% | 2.1% |
| VAALCO (EGY) | 2.56% | 1.94% |
| Intel (INTC) | 2.93% | 1.77% |
| Bioatla (BCAB) | 4.68% | 1.75% |
| Teladoc (TDOC) | 2.05% | 0.9% |