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Portfolio Diversification
Range
Most Diversified
13 instruments
August 12, 2023
Least Diversified
0 instruments
April 4, 2026
Average
4.5 instruments
Most Consistent Holdings
Top 5
HTGMQ70.09%
NVO51.28%
BA45.5%
BYND41.49%
OTLY38.72%
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) | 27.53% | 0% | 45.5% | 4/24/2026 |
| Novo-Nordisk (NVO) | 22.79% | 99.88% | 51.28% | - |
| Beyond Meat (BYND) | 9.74% | 0% | 41.49% | 2/16/2024 |
 Rolls-Royce (RR.L) | 8.21% | 0% | 34.45% | 11/15/2023 |
 Eli Lilly (LLY) | 5.7% | 0% | 21.04% | 3/22/2024 |
| Oatly (OTLY) | 5.52% | 0% | 38.72% | 1/5/2024 |
 Roblox (RBLX) | 3.28% | 0% | 34.78% | 11/15/2023 |
 NatWest (NWG.L) | 2.72% | 0% | 13.28% | 2/19/2024 |
 Barclays (BARC.L) | 1.45% | 0% | 14.4% | 3/15/2024 |
 DXC Technology (DXC) | 1.2% | 0% | 10.19% | 1/10/2024 |
 Disney (DIS) | 1.16% | 0% | 10.26% | 10/25/2022 |
 Coca-Cola (KO) | 1.14% | 0% | 18.41% | 12/4/2023 |
| HTG Molecular Diagnostics Inc (HTGMQ) | 1.1% | 0.08% | 69.76% | - |
 CommScope (VISN) | 1.06% | 0% | 9.86% | 1/5/2024 |
 Global X Lithium & Battery Tech ETF (LIT.US) | 0.99% | 0% | 11.57% | 1/31/2024 |
 Alphabet (GOOG) | 0.58% | 0% | 10.26% | 8/1/2023 |
 iShares US Aerospace & Defense ETF (ITA) | 0.49% | 0% | 1.45% | 4/24/2026 |
 Magnite (MGNI) | 0.34% | 0% | 6.38% | 11/20/2023 |
 Amazon (AMZN) | 0.13% | 0% | 1.25% | 5/18/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.03% | 0% | 0.26% | 2/21/2023 |
 Corbus Pharmaceuticals (CRBP) | 0.01% | 0% | 0.13% | 8/10/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Boeing (BA) | 42.83% | 63.64% |
| Novo-Nordisk (NVO) | 46.31% | 36.15% |
| HTG Molecular Diagnostics Inc (HTGMQ) | 10.71% | 0.03% |
Cash & Instruments Over Time
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