Portfolio Diversification
Range
Most Diversified
24 instruments
November 28, 2023
Least Diversified
0 instruments
February 2, 2025
Average
21.3 instruments
Most Consistent Holdings
Top 5
MSFT99.89%
AXP99.89%
INTC99.89%
BRK.B99.89%
MU99.89%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Alibaba (BABA) | 7.86% | 6.05% | 99.89% | - |
| American Express (AXP) | 7.76% | 8.6% | 99.89% | - |
| Microsoft (MSFT) | 7.13% | 3.75% | 99.89% | - |
| Berkshire Hathaway (BRK.B) | 6.51% | 6.34% | 99.89% | - |
| Micron (MU) | 5.47% | 5.46% | 99.89% | - |
 Bank of America (BAC) | 5.42% | 0% | 72.1% | 10/4/2024 |
 Tencent (0700.HK) | 4.61% | 0% | 98.06% | 5/22/2025 |
 Flow Traders (FLOW.NV) | 4.27% | 4.42% | 99.89% | - |
 Apple (AAPL) | 3.41% | 0% | 57.4% | 5/27/2024 |
| Intel (INTC) | 3.27% | 3.31% | 99.89% | - |
 Porsche (PAH3.DE) | 3.09% | 0% | 86.1% | 2/6/2025 |
 Visa (V) | 3.05% | 0% | 71.98% | 10/3/2024 |
 StoneCo (STNE) | 2.66% | 0% | 76.54% | 11/13/2024 |
 Pinterest (PINS) | 2.46% | 2.11% | 99.89% | - |
 Amazon (AMZN) | 2.41% | 0% | 57.52% | 5/29/2024 |
 RELX (REL.L) | 2.38% | 0% | 65.83% | 2/12/2025 |
 Sea (SE) | 2.01% | 0% | 54.21% | 4/29/2024 |
 Silicon Motion (SIMO) | 1.87% | 0% | 54.21% | 4/29/2024 |
 Coca-Cola (KO) | 1.86% | 0% | 57.4% | 5/27/2024 |
 Sprott Physical Gold Trust (PHYS) | 1.83% | 11.4% | 15.95% | - |
 TBC (TBCG.L) | 1.66% | 0% | 28.7% | 2/12/2025 |
 Occidental (OXY) | 1.54% | 5.36% | 24.03% | - |
 Newmont (NEM) | 1.38% | 0% | 71.3% | 9/27/2024 |
 Plug Power (PLUG) | 1.37% | 0% | 28.93% | 1/10/2025 |
 Bloom Energy (BE) | 1.18% | 0% | 21.53% | 11/6/2024 |
 Teladoc (TDOC) | 1.13% | 0.61% | 78.93% | - |
 Marathon Oil (MRO) | 1.09% | 0% | 54.21% | 4/29/2024 |
 Star Bulk (SBLK) | 1% | 2.47% | 34.97% | - |
 VAALCO (EGY) | 0.9% | 1.29% | 42.48% | - |
 Constellation Brands (STZ) | 0.87% | 6.22% | 12.41% | - |
 Bunge (BG) | 0.72% | 4.25% | 15.49% | - |
 Molina (MOH) | 0.69% | 0% | 14.81% | 3/10/2025 |
 Bioatla (BCAB) | 0.68% | 1.19% | 28.25% | - |
 BAE Systems (BA.L) | 0.68% | 6.46% | 11.5% | - |
 Zoom (ZM) | 0.63% | 0% | 23.46% | 2/2/2024 |
 Taylor Wimpey (TW.L) | 0.53% | 4.39% | 11.39% | - |
 Coats (COA.L) | 0.51% | 3.86% | 12.3% | - |
 Block Inc. (XYZ) | 0.4% | 0% | 10.02% | 10/30/2024 |
 Paysign (PAYS) | 0.33% | 4.15% | 13.78% | - |
 Chubb (CB) | 0.3% | 0% | 5.81% | 12/27/2024 |
 Netflix (NFLX) | 0.22% | 0% | 10.93% | 4/29/2024 |
 GameStop (GME) | 0.18% | 0% | 6.83% | 2/5/2025 |
 Meituan (03690.HK) | 0.01% | 0% | 4.44% | 5/8/2023 |
 Polygon Ecosystem (ex Matic) (POL) | 0% | 0% | 0.34% | 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% |