Portfolio Diversification
Range
Most Diversified
21 instruments
March 12, 2024
Least Diversified
10 instruments
January 2, 2023
Average
18.8 instruments
Most Consistent Holdings
Top 5
META100%
MSFT100%
KO100%
PEP100%
LMT100%
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 |
|---|---|---|---|---|
 Spotify (SPOT) | 12.35% | 22.08% | 100% | - |
| Meta (META) | 10.49% | 11.93% | 100% | - |
 Tesla (TSLA) | 7.18% | 6.33% | 99.76% | - |
| Microsoft (MSFT) | 6.38% | 7.07% | 100% | - |
 MAG Silver (MAG) | 5.33% | 11.28% | 47.99% | - |
| Lockheed Martin (LMT) | 4.42% | 3.48% | 100% | - |
 Warner Bros Discovery (WBD) | 4.07% | 2.41% | 99.76% | - |
 Target (TGT) | 3.95% | 4.1% | 100% | - |
 Tencent (0700.HK) | 3.92% | 3.93% | 100% | - |
| PepsiCo (PEP) | 3.72% | 2.49% | 100% | - |
| Coca-Cola (KO) | 3.62% | 3.29% | 100% | - |
 Global Payments (GPN) | 3.5% | 2.14% | 97.93% | - |
 Chevron (CVX) | 3.3% | 2.6% | 91.23% | - |
 Apple (AAPL) | 3.23% | 3.16% | 83.56% | - |
 UPS (UPS) | 2.95% | 1.46% | 100% | - |
 Unity (U) | 2.87% | 1.88% | 87.94% | - |
 Novavax (NVAX) | 2.28% | 1.68% | 77.22% | - |
 Delta (DAL) | 2.17% | 3.02% | 54.57% | - |
 Enphase (ENPH) | 1.43% | 1.35% | 52.62% | - |
 IHS (IHS) | 1.36% | 0% | 26.43% | 8/9/2023 |
 Bayer (BAYN.DE) | 1.32% | 1.06% | 70.52% | - |
 Meituan (03690.HK) | 0.12% | 0.13% | 89.65% | - |
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% |