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
MSFT99.88%
AXP99.88%
INTC99.88%
BRK.B99.88%
MU99.88%
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) | 7.95% | 6.11% | 99.88% | - |
| American Express (AXP) | 7.72% | 7.93% | 99.88% | - |
| Microsoft (MSFT) | 7.34% | 3.25% | 99.88% | - |
| Berkshire Hathaway (BRK.B) | 6.49% | 7.38% | 99.88% | - |
 Bank of America (BAC) | 5.74% | 0% | 76.36% | 10/4/2024 |
| Micron (MU) | 5.52% | 3.84% | 99.88% | - |
 Tencent (0700.HK) | 4.79% | 2.14% | 99.88% | - |
 Flow Traders (FLOW.NV) | 4.26% | 5.06% | 99.88% | - |
 Apple (AAPL) | 3.61% | 0% | 60.8% | 5/27/2024 |
 Porsche (PAH3.DE) | 3.27% | 0% | 91.19% | 2/6/2025 |
| Intel (INTC) | 3.25% | 3.46% | 99.88% | - |
 Visa (V) | 3.24% | 0% | 76.24% | 10/3/2024 |
 StoneCo (STNE) | 2.81% | 0% | 81.06% | 11/13/2024 |
 Amazon (AMZN) | 2.55% | 0% | 60.92% | 5/29/2024 |
 RELX (REL.L) | 2.52% | 0% | 69.72% | 2/12/2025 |
 Pinterest (PINS) | 2.49% | 1.72% | 99.88% | - |
 Sea (SE) | 2.13% | 0% | 57.42% | 4/29/2024 |
 Silicon Motion (SIMO) | 1.98% | 0% | 57.42% | 4/29/2024 |
 Coca-Cola (KO) | 1.97% | 0% | 60.8% | 5/27/2024 |
 TBC (TBCG.L) | 1.75% | 0% | 30.4% | 2/12/2025 |
 Newmont (NEM) | 1.47% | 0% | 75.51% | 9/27/2024 |
 Plug Power (PLUG) | 1.45% | 0% | 30.64% | 1/10/2025 |
 Occidental (OXY) | 1.31% | 5.54% | 19.54% | - |
 Bloom Energy (BE) | 1.25% | 0% | 22.8% | 11/6/2024 |
 Sprott Physical Gold Trust (PHYS) | 1.23% | 12.75% | 10.98% | - |
 Teladoc (TDOC) | 1.16% | 0.63% | 77.68% | - |
 Marathon Oil (MRO) | 1.16% | 0% | 57.42% | 4/29/2024 |
 Star Bulk (SBLK) | 0.92% | 2.26% | 31.12% | - |
 VAALCO (EGY) | 0.87% | 1.45% | 39.08% | - |
 Molina (MOH) | 0.73% | 0% | 15.68% | 3/10/2025 |
 Zoom (ZM) | 0.66% | 0% | 24.85% | 2/2/2024 |
 Bioatla (BCAB) | 0.65% | 0.89% | 24% | - |
 Constellation Brands (STZ) | 0.51% | 7.48% | 7.24% | - |
 Bunge (BG) | 0.48% | 4.98% | 10.49% | - |
 Block Inc. (XYZ) | 0.42% | 0% | 10.62% | 10/30/2024 |
 BAE Systems (BA.L) | 0.35% | 6.27% | 6.27% | - |
 Chubb (CB) | 0.32% | 0% | 6.15% | 12/27/2024 |
 Coats (COA.L) | 0.31% | 4.05% | 7.12% | - |
 Taylor Wimpey (TW.L) | 0.28% | 4.79% | 6.15% | - |
 Netflix (NFLX) | 0.23% | 0% | 11.58% | 4/29/2024 |
 GameStop (GME) | 0.19% | 0% | 7.24% | 2/5/2025 |
 Paysign (PAYS) | 0.19% | 2% | 8.69% | - |
 Meituan (03690.HK) | 0.01% | 0% | 4.7% | 5/8/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 0.36% | 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% |