Portfolio Diversification
Range
Most Diversified
13 instruments
August 12, 2023
Least Diversified
1 instruments
March 23, 2024
Average
5.2 instruments
Most Consistent Holdings
Top 5
BYND60.67%
HTGMQ57.12%
OTLY56.63%
RBLX50.87%
RR.L50.38%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since April 28, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Boeing (BA) | 15.85% | 65.08% | 29.62% | - |
| Beyond Meat (BYND) | 14.25% | 0% | 60.67% | 2/16/2024 |
 Novo-Nordisk (NVO) | 13.37% | 34.55% | 29.52% | - |
| Rolls-Royce (RR.L) | 12.01% | 0% | 50.38% | 11/15/2023 |
 Eli Lilly (LLY) | 8.33% | 0% | 30.77% | 3/22/2024 |
| Oatly (OTLY) | 8.07% | 0% | 56.63% | 1/5/2024 |
| Roblox (RBLX) | 4.79% | 0% | 50.87% | 11/15/2023 |
 NatWest (NWG.L) | 3.97% | 0% | 19.42% | 2/19/2024 |
 Barclays (BARC.L) | 2.12% | 0% | 21.06% | 3/15/2024 |
 DXC Technology (DXC) | 1.76% | 0% | 14.9% | 1/10/2024 |
 Disney (DIS) | 1.7% | 0% | 15% | 10/25/2022 |
 Coca-Cola (KO) | 1.67% | 0% | 26.92% | 12/4/2023 |
| HTG Molecular Diagnostics Inc (HTGMQ) | 1.59% | 0.05% | 56.63% | - |
 CommScope (COMM) | 1.55% | 0% | 14.42% | 1/5/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 1.44% | 0% | 16.92% | 1/31/2024 |
 Alphabet (GOOG) | 0.85% | 0% | 15% | 8/1/2023 |
 Magnite (MGNI) | 0.5% | 0% | 9.33% | 11/20/2023 |
 Amazon (AMZN) | 0.19% | 0% | 1.83% | 5/18/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.04% | 0% | 0.38% | 2/21/2023 |
 Corbus Pharmaceuticals (CRBP) | 0.01% | 0% | 0.19% | 8/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Boeing (BA) | 41.59% | 60.86% |
| Novo-Nordisk (NVO) | 41.59% | 38.85% |
| HTG Molecular Diagnostics Inc (HTGMQ) | 16.63% | 0.01% |