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Portfolio Diversification
Range
Most Diversified
11 instruments
May 24, 2024
Least Diversified
0 instruments
April 4, 2026
Average
5.2 instruments
Most Consistent Holdings
Top 5
JPM99.48%
KO94.66%
DIS93.36%
VNDA93.36%
SHIBxM27.21%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 22, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Coca-Cola (KO) | 15.06% | 12.31% | 94.66% | - |
| JPMorgan (JPM) | 12.95% | 8.53% | 99.48% | - |
| Disney (DIS) | 8.9% | 4.8% | 93.36% | - |
 Oil (Non Expiry) (OIL) | 8.73% | 0% | 21.09% | 4/13/2026 |
| Vanda (VNDA) | 8.27% | 6.51% | 93.36% | - |
 Greenbrier (GBX.US) | 2.1% | 0% | 25.39% | 10/18/2024 |
 Wells Fargo (WFC) | 1.18% | 0% | 15.36% | 8/5/2024 |
 Vroom (VRMMQ) | 1.15% | 0% | 17.58% | 8/5/2024 |
 Amazon (AMZN) | 0.71% | 0% | 12.24% | 8/2/2024 |
| Shiba (in millions) (SHIBxM) | 0.63% | 0% | 27.21% | 10/18/2024 |
 Carvana (CVNA) | 0.61% | 0% | 4.04% | 4/22/2024 |
 NVIDIA (NVDA) | 0.58% | 0% | 4.43% | 6/24/2024 |
 Gold (Non Expiry) (GOLD) | 0.47% | 0% | 2.6% | 5/13/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.31% | 0% | 1.82% | 7/8/2024 |
 USD/CHF (USDCHF) | 0.28% | 0% | 1.82% | 7/17/2024 |
 GameStop (GME) | 0.18% | 0% | 0.65% | 5/20/2024 |
 ARBE Robotics (ARBE) | 0.04% | 0% | 0.39% | 3/25/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Coca-Cola (KO) | 14.81% | 17.61% |
| JPMorgan (JPM) | 13.43% | 17.36% |
| Vanda (VNDA) | 12.12% | 15.82% |
| Disney (DIS) | 13.01% | 11.88% |
Cash & Instruments Over Time
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