Portfolio Diversification
Range
Most Diversified
50 instruments
February 27, 2025
Least Diversified
0 instruments
February 2, 2025
Average
44.9 instruments
Most Consistent Holdings
Top 5
PBYI99.63%
HTZWW99.63%
F99.53%
ACB99.53%
OHLA.MC99.53%
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 |
|---|---|---|---|---|
 Tesla (TSLA) | 8.54% | 0% | 87.38% | 8/5/2025 |
 Saab (SAABB.ST) | 7.46% | 0% | 87.38% | 8/5/2025 |
 Core-Moderate | 4.29% | 0% | 28.97% | 8/5/2025 |
 AMD (AMD) | 4.27% | 0% | 87.2% | 8/5/2025 |
 Boeing (BA) | 4.24% | 0% | 87.38% | 8/5/2025 |
 Apple (AAPL) | 4.17% | 0% | 87.48% | 8/5/2025 |
 Schneider Electric (SU.PA) | 3.46% | 0% | 87.29% | 8/5/2025 |
 PG&E (PCG) | 3.37% | 11.64% | 99.35% | - |
 Banco Sabadell (SAB.MC) | 3.09% | 0% | 87.38% | 8/5/2025 |
 Transocean (RIG) | 3.01% | 9.84% | 99.44% | - |
 Coca-Cola (KO) | 2.89% | 0% | 87.38% | 8/5/2025 |
| Ford (F) | 2.79% | 15.44% | 99.53% | - |
 Johnson Matthey (JMAT.L) | 2.71% | 11.43% | 99.35% | - |
 NVIDIA (NVDA) | 2.59% | 0% | 87.48% | 8/5/2025 |
 Reckitt (RKT.L) | 2.35% | 9.57% | 99.53% | - |
 Samsung (SMSN.L) | 2.18% | 0% | 87.38% | 8/5/2025 |
 XRP (XRP) | 2.08% | 6.79% | 99.53% | - |
 Keurig Dr Pepper (KDP) | 1.99% | 0% | 87.1% | 8/5/2025 |
 Tesco (TSCO.L) | 1.98% | 0% | 86.17% | 8/5/2025 |
 Nintendo (NTDOY) | 1.96% | 0% | 87.38% | 8/5/2025 |
 Western Digital (WDC) | 1.95% | 0% | 87.48% | 8/5/2025 |
 National Grid (NG.L) | 1.85% | 0% | 87.1% | 8/5/2025 |
 Britvic (BVIC.L) | 1.72% | 0% | 68.22% | 1/10/2025 |
 AMG (AMG) | 1.67% | 0% | 81.4% | 6/2/2025 |
 PayPal (PYPL) | 1.58% | 5.3% | 99.53% | - |
 Disney (DIS) | 1.43% | 0% | 87.1% | 8/5/2025 |
 Siemens Energy (ENR.DE) | 1.37% | 0% | 71.12% | 8/5/2025 |
 IAG (IAG.L) | 1.36% | 0% | 81.5% | 6/2/2025 |
 Toyota (TM) | 1.33% | 5.71% | 99.25% | - |
 Baidu (BIDU) | 1.25% | 4.9% | 99.16% | - |
 IDS (IDS.L) | 1.15% | 0% | 80.84% | 5/27/2025 |
 Walmart (WMT) | 0.94% | 0% | 43.93% | 8/5/2025 |
| OHL (OHLA.MC) | 0.92% | 2.3% | 99.53% | - |
 Rheinmetall (RHM.DE) | 0.84% | 0% | 18.88% | 8/5/2025 |
 Block Inc. (XYZ) | 0.83% | 2.82% | 99.53% | - |
 Stellar (XLM) | 0.8% | 2.8% | 99.25% | - |
 Microsoft (MSFT) | 0.71% | 0% | 44.21% | 8/5/2025 |
| Puma Biotechnology (PBYI) | 0.67% | 3.46% | 99.63% | - |
 Ethereum Classic (ETC) | 0.65% | 1.43% | 99.53% | - |
 Virgin Galactic (SPCE) | 0.65% | 0.34% | 98.41% | - |
 Caterpillar (CAT) | 0.57% | 0% | 35.7% | 1/25/2024 |
 Ocado (OCDO.L) | 0.56% | 0.86% | 99.35% | - |
 Beyond Meat (BYND) | 0.56% | 1.48% | 99.44% | - |
 Spotify (SPOT) | 0.5% | 0% | 42.06% | 4/3/2024 |
 Litecoin (LTC) | 0.47% | 1.46% | 99.53% | - |
| Hertz (HTZWW) | 0.33% | 0.77% | 99.63% | - |
| Aurora Cannabis (ACB) | 0.28% | 1% | 99.53% | - |
 Petrofac (PFC.L) | 0.26% | -0.49% | 74.39% | 4/10/2025 |
 Hertz (HTZ) | 0.08% | 0.2% | 99.53% | - |
 Sandisk Corp/DE (SNDK) | 0.07% | 0% | 14.49% | 8/5/2025 |
 Dash (DASH) | 0.05% | 0.2% | 99.16% | - |
 Flare (FLR) | 0.02% | 0.04% | 81.4% | - |
 Songbird (SGB) | 0% | 0% | 5.05% | 10/4/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Core-Moderate | 13.99% | 14.43% |
| Tesla (TSLA) | 4.44% | 13.56% |
| Saab (SAABB.ST) | 2.78% | 7.16% |
| Apple (AAPL) | 1.39% | 4.87% |
| Schneider Electric (SU.PA) | 1.39% | 3.78% |
| Boeing (BA) | 2.78% | 3.42% |
| Coca-Cola (KO) | 3.19% | 3.29% |
| Banco Sabadell (SAB.MC) | 2.78% | 3.12% |
| NVIDIA (NVDA) | 0.56% | 3.12% |
| Samsung (SMSN.L) | 3.26% | 2.97% |
| Siemens Energy (ENR.DE) | 0.83% | 2.63% |
| Britvic (BVIC.L) | 1.39% | 2.45% |
| AMD (AMD) | 1.11% | 2.11% |
| Tesco (TSCO.L) | 1.39% | 2.1% |
| Walmart (WMT) | 1.39% | 2.08% |
| IAG (IAG.L) | 1.39% | 2.03% |
| PG&E (PCG) | 5.57% | 2.02% |
| XRP (XRP) | 2.78% | 1.99% |
| Western Digital (WDC) | 1.39% | 1.9% |
| Nintendo (NTDOY) | 1.39% | 1.87% |
| AMG (AMG) | 1.39% | 1.82% |
| Keurig Dr Pepper (KDP) | 1.39% | 1.67% |
| National Grid (NG.L) | 1.39% | 1.49% |
| Ford (F) | 2.08% | 1.45% |
| Disney (DIS) | 1.39% | 1.4% |
| Microsoft (MSFT) | 1.39% | 1.38% |
| IDS (IDS.L) | 1.39% | 1.36% |
| Transocean (RIG) | 2.78% | 1.18% |
| Reckitt (RKT.L) | 1.39% | 1.01% |
| Johnson Matthey (JMAT.L) | 1.39% | 0.97% |
| PayPal (PYPL) | 1.39% | 0.96% |
| Beyond Meat (BYND) | 2.08% | 0.7% |
| Toyota (TM) | 0.69% | 0.68% |
| OHL (OHLA.MC) | 2.89% | 0.63% |
| Stellar (XLM) | 0.69% | 0.56% |
| Block Inc. (XYZ) | 1.11% | 0.49% |
| Baidu (BIDU) | 1.39% | 0.45% |
| Ethereum Classic (ETC) | 0.69% | 0.41% |
| Litecoin (LTC) | 0.69% | 0.26% |
| Ocado (OCDO.L) | 1.39% | 0.25% |
| Puma Biotechnology (PBYI) | 8.92% | 0.24% |
| Aurora Cannabis (ACB) | 2.78% | 0.11% |
| Virgin Galactic (SPCE) | 1.53% | 0.09% |
| Hertz (HTZWW) | 0.38% | 0.07% |
| Petrofac (PFC.L) | 1.39% | 0.06% |
| Dash (DASH) | 0.73% | 0.02% |
| Hertz (HTZ) | 0.12% | 0.02% |
| Flare (FLR) | 0.01% | 0.01% |
| Songbird (SGB) | 0% | 0% |