Portfolio Diversification
Range
Most Diversified
21 instruments
March 12, 2024
Least Diversified
10 instruments
January 2, 2023
Average
19 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) | 13.36% | 23.19% | 99.89% | - |
| Meta (META) | 10.63% | 12.67% | 100% | - |
 Tesla (TSLA) | 7.13% | 6.02% | 99.78% | - |
| Microsoft (MSFT) | 6.47% | 7.43% | 100% | - |
 MAG Silver (MAG) | 6.07% | 13.61% | 53.08% | - |
 Lockheed Martin (LMT) | 4.28% | 2.8% | 99.89% | - |
 Tencent (0700.HK) | 3.91% | 3.57% | 100% | - |
 Warner Bros Discovery (WBD) | 3.91% | 2.73% | 99.78% | - |
| Target (TGT) | 3.91% | 3.16% | 100% | - |
| PepsiCo (PEP) | 3.55% | 1.88% | 100% | - |
| Coca-Cola (KO) | 3.55% | 2.63% | 100% | - |
 Global Payments (GPN) | 3.33% | 1.67% | 98.13% | - |
 Chevron (CVX) | 3.21% | 2.38% | 91.98% | - |
 Apple (AAPL) | 3.2% | 2.8% | 85.05% | - |
 UPS (UPS) | 2.79% | 1.25% | 100% | - |
 Unity (U) | 2.78% | 2.33% | 89.01% | - |
 Delta (DAL) | 2.26% | 3.12% | 59.01% | - |
 Novavax (NVAX) | 2.23% | 1.76% | 79.45% | - |
 Enphase (ENPH) | 1.39% | 0.89% | 57.25% | - |
 Bayer (BAYN.DE) | 1.3% | 1.15% | 73.41% | - |
 IHS (IHS) | 1.23% | 0% | 23.85% | 8/9/2023 |
 Meituan (03690.HK) | 0.12% | 0.09% | 90.66% | - |
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% |