Portfolio Diversification
Range
Most Diversified
21 instruments
March 12, 2024
Least Diversified
10 instruments
January 2, 2023
Average
19.1 instruments
Most Consistent Holdings
Top 5
META100%
MSFT100%
KO100%
PEP100%
TGT100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Spotify (SPOT) | 13.8% | 20.9% | 99.79% | - |
| Meta (META) | 10.75% | 12.37% | 100% | - |
 Tesla (TSLA) | 7.09% | 6.43% | 99.79% | - |
| Microsoft (MSFT) | 6.52% | 7.22% | 100% | - |
 MAG Silver (MAG) | 6.51% | 15% | 55.71% | - |
 Lockheed Martin (LMT) | 4.19% | 2.62% | 99.79% | - |
 Tencent (0700.HK) | 3.91% | 4.06% | 100% | - |
| Target (TGT) | 3.86% | 3.09% | 100% | - |
 Warner Bros Discovery (WBD) | 3.85% | 2.65% | 99.79% | - |
| Coca-Cola (KO) | 3.49% | 2.46% | 100% | - |
| PepsiCo (PEP) | 3.46% | 1.97% | 100% | - |
 Global Payments (GPN) | 3.23% | 1.75% | 98.24% | - |
 Apple (AAPL) | 3.18% | 2.95% | 85.79% | - |
 Chevron (CVX) | 3.16% | 2.37% | 92.43% | - |
 Unity (U) | 2.77% | 2.97% | 89.52% | - |
 UPS (UPS) | 2.69% | 1.02% | 100% | - |
 Delta (DAL) | 2.33% | 3.64% | 61.31% | - |
 Novavax (NVAX) | 2.21% | 1.79% | 80.6% | - |
 Enphase (ENPH) | 1.36% | 0.79% | 59.65% | - |
 Bayer (BAYN.DE) | 1.29% | 1.15% | 74.9% | - |
 IHS (IHS) | 1.16% | 0% | 22.51% | 8/9/2023 |
 Meituan (03690.HK) | 0.11% | 0.07% | 91.18% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Spotify (SPOT) | 4.25% | 16.84% |
| Meta (META) | 4.25% | 12.06% |
| MAG Silver (MAG) | 10.62% | 10.22% |
| Tesla (TSLA) | 4.25% | 9.57% |
| Microsoft (MSFT) | 8.5% | 7.39% |
| Delta (DAL) | 4.25% | 4.38% |
| Apple (AAPL) | 4.25% | 3.91% |
| Tencent (0700.HK) | 4.25% | 3.49% |
| Lockheed Martin (LMT) | 4.25% | 3.44% |
| Target (TGT) | 4.25% | 3.12% |
| Warner Bros Discovery (WBD) | 4.25% | 2.97% |
| Coca-Cola (KO) | 4.25% | 2.73% |
| Global Payments (GPN) | 4.25% | 2.72% |
| Chevron (CVX) | 4.25% | 2.63% |
| PepsiCo (PEP) | 4.25% | 2.48% |
| Novavax (NVAX) | 4.25% | 2.36% |
| Unity (U) | 4.25% | 2.09% |
| UPS (UPS) | 4.25% | 1.8% |
| Enphase (ENPH) | 4.25% | 1.76% |
| Bayer (BAYN.DE) | 4.25% | 1.11% |
| Meituan (03690.HK) | 0% | 0.13% |