Portfolio Diversification
Range
Most Diversified
13 instruments
August 12, 2023
Least Diversified
1 instruments
March 23, 2024
Average
4.8 instruments
Most Consistent Holdings
Top 5
HTGMQ65.37%
BYND48.99%
OTLY45.73%
BA43.17%
NVO43.09%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 28, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Boeing (BA) | 25.91% | 63.32% | 43.17% | - |
| Novo-Nordisk (NVO) | 16.83% | 36.45% | 43.09% | - |
| Beyond Meat (BYND) | 11.51% | 0% | 48.99% | 2/16/2024 |
 Rolls-Royce (RR.L) | 9.7% | 0% | 40.68% | 11/15/2023 |
 Eli Lilly (LLY) | 6.73% | 0% | 24.84% | 3/22/2024 |
| Oatly (OTLY) | 6.52% | 0% | 45.73% | 1/5/2024 |
 Roblox (RBLX) | 3.87% | 0% | 41.07% | 11/15/2023 |
 NatWest (NWG.L) | 3.21% | 0% | 15.68% | 2/19/2024 |
 Barclays (BARC.L) | 1.71% | 0% | 17% | 3/15/2024 |
 DXC Technology (DXC) | 1.42% | 0% | 12.03% | 1/10/2024 |
 Disney (DIS) | 1.37% | 0% | 12.11% | 10/25/2022 |
 Coca-Cola (KO) | 1.35% | 0% | 21.74% | 12/4/2023 |
| HTG Molecular Diagnostics Inc (HTGMQ) | 1.29% | 0.03% | 64.98% | - |
 CommScope (COMM) | 1.25% | 0% | 11.65% | 1/5/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 1.17% | 0% | 13.66% | 1/31/2024 |
 Alphabet (GOOG) | 0.68% | 0% | 12.11% | 8/1/2023 |
 Magnite (MGNI) | 0.41% | 0% | 7.53% | 11/20/2023 |
 Amazon (AMZN) | 0.16% | 0% | 1.48% | 5/18/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.03% | 0% | 0.31% | 2/21/2023 |
 Corbus Pharmaceuticals (CRBP) | 0.01% | 0% | 0.16% | 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% |