Portfolio Diversification
Range
Most Diversified
13 instruments
August 12, 2023
Least Diversified
1 instruments
March 23, 2024
Average
4.9 instruments
Most Consistent Holdings
Top 5
HTGMQ63.05%
BYND52.28%
OTLY48.8%
RBLX43.83%
RR.L43.41%
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) | 23.42% | 73.46% | 39.35% | - |
 Novo-Nordisk (NVO) | 15.5% | 25.64% | 39.27% | - |
| Beyond Meat (BYND) | 12.28% | 0% | 52.28% | 2/16/2024 |
| Rolls-Royce (RR.L) | 10.35% | 0% | 43.41% | 11/15/2023 |
 Eli Lilly (LLY) | 7.18% | 0% | 26.51% | 3/22/2024 |
| Oatly (OTLY) | 6.95% | 0% | 48.8% | 1/5/2024 |
| Roblox (RBLX) | 4.13% | 0% | 43.83% | 11/15/2023 |
 NatWest (NWG.L) | 3.42% | 0% | 16.74% | 2/19/2024 |
 Barclays (BARC.L) | 1.82% | 0% | 18.14% | 3/15/2024 |
 DXC Technology (DXC) | 1.52% | 0% | 12.84% | 1/10/2024 |
 Disney (DIS) | 1.47% | 0% | 12.92% | 10/25/2022 |
 Coca-Cola (KO) | 1.44% | 0% | 23.2% | 12/4/2023 |
| HTG Molecular Diagnostics Inc (HTGMQ) | 1.37% | 0.05% | 62.63% | - |
 CommScope (COMM) | 1.33% | 0% | 12.43% | 1/5/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 1.25% | 0% | 14.58% | 1/31/2024 |
 Alphabet (GOOG) | 0.73% | 0% | 12.92% | 8/1/2023 |
 Magnite (MGNI) | 0.43% | 0% | 8.04% | 11/20/2023 |
 Amazon (AMZN) | 0.17% | 0% | 1.57% | 5/18/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.04% | 0% | 0.33% | 2/21/2023 |
 Corbus Pharmaceuticals (CRBP) | 0.01% | 0% | 0.17% | 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% |