Portfolio Diversification
Range
Most Diversified
15 instruments
December 5, 2023
Least Diversified
0 instruments
February 2, 2025
Average
14.5 instruments
Most Consistent Holdings
Top 5
META99.87%
AMZN99.87%
KO99.87%
PG99.87%
WMT99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 21.19% | 0% | 99.87% | 2/1/2025 |
| Coca-Cola (KO) | 11.78% | 0% | 99.87% | 2/1/2025 |
| Procter & Gamble (PG) | 11.13% | 0% | 99.87% | 2/1/2025 |
 Elevance Health (ELV) | 9.34% | 0% | 99.87% | 2/1/2025 |
 AECOM (ACM) | 6.68% | 0% | 99.87% | 2/1/2025 |
| Walmart (WMT) | 6.35% | 0% | 99.87% | 2/1/2025 |
 Haleon (HLN) | 5.35% | 0% | 96.02% | 2/1/2025 |
 Graphic Packaging (GPK) | 4.92% | 0% | 99.87% | 2/1/2025 |
 Adobe (ADBE) | 4.8% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 3.64% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 3.48% | 0% | 56.04% | 2/1/2025 |
 TD Synnex (SNX.US) | 3.23% | 0% | 99.87% | 2/1/2025 |
 Cardano (ADA) | 1.58% | 0% | 99.87% | 2/1/2025 |
 Seanergy (SHIP) | 1.41% | 0% | 99.87% | 2/1/2025 |
 BioNano (BNGO) | 0.68% | 0% | 92.3% | 1/8/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Meta (META) | 17.53% | 26.7% |
| Procter & Gamble (PG) | 12.89% | 9.63% |
| Coca-Cola (KO) | 12.89% | 9.58% |
| Bitcoin (BTC) | 5.15% | 8.08% |
| Walmart (WMT) | 5.93% | 7.7% |
| AECOM (ACM) | 6.19% | 6.37% |
| Elevance Health (ELV) | 5.16% | 5.83% |
| Haleon (HLN) | 5.93% | 5% |
| Amazon (AMZN) | 4.38% | 4.27% |
| Graphic Packaging (GPK) | 3.61% | 4.23% |
| Cardano (ADA) | 3% | 3.8% |
| Adobe (ADBE) | 5.16% | 3.53% |
| TD Synnex (SNX.US) | 2.58% | 2.88% |
| Seanergy (SHIP) | 2.58% | 1.09% |
| BioNano (BNGO) | 5.16% | 0.01% |