Portfolio Diversification
Range
Most Diversified
26 instruments
January 2, 2023
Least Diversified
8 instruments
February 25, 2025
Average
16.1 instruments
Most Consistent Holdings
Top 5
CVX100%
RTX100%
FTNT100%
CCJ100%
CNQ100%
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 |
|---|---|---|---|---|
| Cameco (CCJ) | 8.63% | 20.44% | 100% | - |
 Antero (AR.US) | 5.87% | 0% | 92.37% | 2/24/2025 |
| Chevron (CVX) | 5.5% | 10.52% | 100% | - |
 UK100 Index (Non Expiry) (UK100) | 4.89% | 0% | 17.88% | 7/3/2023 |
| CNRL (CNQ) | 4.02% | 8.15% | 100% | - |
 iShares Global clean energy ETF (ICLN) | 3.73% | 0% | 90.7% | 2/10/2025 |
| Fortinet (FTNT) | 3.35% | 9.93% | 100% | - |
 APA (APA) | 3.07% | 0% | 72.59% | 9/10/2024 |
| Raytheon (RTX) | 3.02% | 7.72% | 100% | - |
 Suncor (SU) | 2.64% | 0% | 92.37% | 2/24/2025 |
 Cenovus (CVE) | 2.11% | 3.29% | 100% | - |
 Arch Resources (ARCH) | 2.05% | 0% | 88.2% | 1/20/2025 |
 Invesco Solar ETF (TAN) | 1.45% | 0% | 90.7% | 2/10/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.87% | 2.27% | 78.55% | - |
 ASML (ASML.NV) | 0.8% | 9.68% | 7.51% | - |
 BAE Systems (BA.L) | 0.61% | 8.44% | 7.51% | - |
 BP (BP.US) | 0.6% | 0% | 9.06% | 3/20/2023 |
 Lockheed Martin (LMT) | 0.5% | 0% | 9.06% | 3/20/2023 |
 ExxonMobil (XOM) | 0.48% | 0% | 9.06% | 3/20/2023 |
 SentinelOne (S.US) | 0.44% | 0% | 58.52% | 2/24/2025 |
 Daqo New Energy (DQ) | 0.42% | 0% | 25.15% | 8/3/2023 |
 Bitcoin (BTC) | 0.39% | 0% | 53.52% | 7/10/2024 |
 Zscaler (ZS) | 0.37% | 0% | 58.52% | 2/24/2025 |
 Vital Energy (VTLE) | 0.35% | 0% | 33.85% | 10/19/2023 |
 HF Sinclair (DINO) | 0.28% | 0% | 3.58% | 2/1/2023 |
 Amundi (AMUN.PA) | 0.27% | 0% | 9.06% | 3/20/2023 |
 Snowflake (SNOW) | 0.27% | 1.21% | 48.15% | - |
 PBF Energy (PBF) | 0.23% | 0% | 3.58% | 2/1/2023 |
 Fosun (0656.HK) | 0.11% | 0% | 9.18% | 3/21/2023 |
 Capita (CPI.L) | 0.1% | 0% | 3.58% | 2/1/2023 |
 Devon Energy (DVN) | 0.1% | 0% | 3.58% | 2/1/2023 |
 Siemens (SIE.DE) | 0.1% | 1.24% | 7.51% | - |
 HSBC (HSBA.L) | 0.09% | 1.23% | 7.51% | - |
 IAG (IAG.L) | 0.08% | 1.04% | 7.51% | - |
 Activision Blizzard, Inc. (ATVI) | 0.04% | 0% | 3.58% | 2/1/2023 |
 Uber (UBER) | 0.02% | 0% | 4.41% | 2/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Cameco (CCJ) | 5.03% | 9.06% |
| Antero (AR.US) | 7.55% | 7.46% |
| Chevron (CVX) | 5.03% | 4.25% |
| Fortinet (FTNT) | 2.52% | 3.57% |
| CNRL (CNQ) | 3.52% | 3.32% |
| Raytheon (RTX) | 2.52% | 2.8% |
| iShares Global clean energy ETF (ICLN) | 5.03% | 2.56% |
| Arch Resources (ARCH) | 2.52% | 2.18% |
| Cenovus (CVE) | 2.52% | 1.6% |
| Invesco Solar ETF (TAN) | 2.52% | 0.98% |
| Suncor (SU) | 1.01% | 0.95% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.01% | 0.87% |
| SentinelOne (S.US) | 0.5% | 0.67% |
| Zscaler (ZS) | 0.5% | 0.54% |