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Portfolio Diversification
Range
Most Diversified
11 instruments
May 24, 2024
Least Diversified
0 instruments
April 4, 2026
Average
4.7 instruments
Most Consistent Holdings
Top 5
JPM92.32%
KO88.36%
VNDA87.27%
DIS87.05%
SHIBxM22.94%
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) | 13.82% | 0% | 88.36% | 7/22/2026 |
| JPMorgan (JPM) | 11.67% | 0% | 92.32% | 7/22/2026 |
| Disney (DIS) | 7.91% | 0% | 87.05% | 7/22/2026 |
| Vanda (VNDA) | 7.46% | 0% | 87.27% | 7/23/2026 |
 Oil (Non Expiry) (OIL) | 7.36% | 0% | 17.78% | 4/13/2026 |
 Greenbrier (GBX.US) | 1.77% | 0% | 21.41% | 10/18/2024 |
 Wells Fargo (WFC) | 0.99% | 0% | 12.95% | 8/5/2024 |
 Vroom (VRMMQ) | 0.97% | 0% | 14.82% | 8/5/2024 |
 Amazon (AMZN) | 0.6% | 0% | 10.32% | 8/2/2024 |
| Shiba (in millions) (SHIBxM) | 0.53% | 0% | 22.94% | 10/18/2024 |
 Carvana (CVNA) | 0.52% | 0% | 3.4% | 4/22/2024 |
 NVIDIA (NVDA) | 0.49% | 0% | 3.73% | 6/24/2024 |
 Gold (Non Expiry) (GOLD) | 0.4% | 0% | 2.2% | 5/13/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.26% | 0% | 1.54% | 7/8/2024 |
 USD/CHF (USDCHF) | 0.24% | 0% | 1.54% | 7/17/2024 |
 GameStop (GME) | 0.15% | 0% | 0.55% | 5/20/2024 |
 ARBE Robotics (ARBE) | 0.03% | 0% | 0.33% | 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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