Portfolio Diversification
Range
Most Diversified
17 instruments
November 26, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.7 instruments
Most Consistent Holdings
Top 5
3988.HK99.92%
0998.HK99.92%
NN.NV99.92%
PLUS.L99.92%
HSBC99.76%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Plus500 (PLUS.L) | 19.9% | 19.46% | 99.92% | - |
| Bank of China (3988.HK) | 8.49% | 7.94% | 99.92% | - |
| HSBC (HSBC) | 7.37% | 3.23% | 99.76% | - |
| NN Group (NN.NV) | 6.96% | 5.62% | 99.92% | - |
 Medical Properties Trust (MPW) | 6.61% | 6.25% | 69.43% | - |
 Unum (UNM) | 6.24% | 0% | 44.53% | 8/7/2023 |
 IIPR (IIPR) | 5.72% | 6.47% | 55.39% | - |
 IG Group (IGG.L) | 5.59% | 9.42% | 75.98% | - |
| China Citic Bank (0998.HK) | 4.91% | 5.58% | 99.92% | - |
 Foot Locker (FL) | 4.54% | 0% | 77.97% | 12/10/2024 |
 Intel (INTC) | 4.42% | 1.13% | 79.73% | - |
 ING (INGA.NV) | 3.97% | 4.79% | 80.29% | - |
 Porsche (PAH3.DE) | 2.82% | 4.17% | 46.13% | - |
 Volkswagen (VOW3.DE) | 2.63% | 1.32% | 94.65% | - |
 Alibaba (BABA) | 2.25% | 8.36% | 38.95% | - |
 Teekay Tankers (TNK) | 2.22% | 8.57% | 30.73% | - |
 Lloyd's (LLOY.L) | 1.21% | 0% | 55.07% | 10/14/2024 |
 Ferrexpo (FXPO.L) | 0.97% | 0% | 31.05% | 5/5/2023 |
 Fortescue (FMG.ASX) | 0.87% | 3.37% | 21.15% | - |
 Fifth Third (FITB) | 0.63% | 0% | 23.94% | 3/4/2024 |
 Petrobras (PBR.A) | 0.33% | 1.92% | 17.8% | - |
 Jumbo Interactive Ltd (JIN.ASX) | 0.22% | 2.31% | 11.73% | - |
 Adidas (ADS.DE) | 0.22% | 0% | 11.57% | 4/4/2023 |
 FRA40 Index (Non Expiry) (FRA40) | 0% | 0% | 0.08% | 1/12/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Plus500 (PLUS.L) | 10.7% | 19.53% |
| IG Group (IGG.L) | 7.71% | 10.94% |
| Bank of China (3988.HK) | 6.2% | 8.37% |
| IIPR (IIPR) | 9.35% | 7.51% |
| Medical Properties Trust (MPW) | 16.68% | 7.21% |
| Teekay Tankers (TNK) | 10.96% | 7.06% |
| Porsche (PAH3.DE) | 7.39% | 5.99% |
| NN Group (NN.NV) | 5.48% | 5.41% |
| Alibaba (BABA) | 4.84% | 5.39% |
| China Citic Bank (0998.HK) | 3.32% | 4.97% |
| Fortescue (FMG.ASX) | 5.38% | 4.86% |
| ING (INGA.NV) | 2.89% | 4.56% |
| HSBC (HSBC) | 1.63% | 3.36% |
| Petrobras (PBR.A) | 2.49% | 2.12% |
| Volkswagen (VOW3.DE) | 3.03% | 1.82% |
| Intel (INTC) | 1.92% | 1.29% |