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Portfolio Diversification
Range
Most Diversified
15 instruments
January 8, 2022
Least Diversified
0 instruments
January 4, 2024
Average
8.2 instruments
Most Consistent Holdings
Top 5
UMI.BR91.65%
SOFI56.5%
AG41.95%
EXK41.95%
FSM41.95%
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 |
|---|---|---|---|---|
 Gold Royalty (GROY) | 15.4% | 2.62% | 38.96% | - |
| SoFi (SOFI) | 9.37% | 0% | 56.5% | 9/13/2024 |
| Umicore (UMI.BR) | 8.22% | 0% | 91.65% | 4/30/2026 |
 Royal Gold (RGLD) | 7.44% | 43.1% | 15.63% | - |
 Devon Energy (DVN) | 5.32% | 0% | 30.49% | 4/8/2026 |
 FNV (FNV) | 3.56% | 0% | 37.41% | 9/13/2024 |
 Aurubis (NDA.DE) | 3.24% | 0% | 37.47% | 9/16/2024 |
 US Natural Gas (UNG) | 2.92% | 0% | 40.69% | 12/30/2024 |
 EQT (EQT) | 2.87% | 0% | 37.05% | 9/13/2024 |
| Fortuna Silver (FSM) | 2.57% | 0% | 41.95% | 1/3/2024 |
 Pan American Silver (PAAS) | 2.05% | 0% | 20.11% | 9/13/2024 |
| Endeavour Silver (EXK) | 2.03% | 0% | 41.95% | 1/3/2024 |
| First Majestic (AG) | 2.03% | 0% | 41.95% | 1/3/2024 |
 Newmont (NEM) | 2.01% | 0% | 25.78% | 12/30/2024 |
 Medical Properties Trust (MPT) | 1.91% | 0% | 14.98% | 9/13/2024 |
 Micron (MU) | 1.83% | 0% | 16.95% | 10/25/2022 |
 Luminar (LAZRQ) | 1.49% | 0% | 14.08% | 1/11/2023 |
 Lennar (LEN) | 1.49% | 0% | 13.42% | 8/17/2022 |
 Occidental (OXY) | 1.35% | 0% | 17.18% | 1/3/2024 |
 Amplify Junior Silver Miners ETF (SILJ) | 1.3% | 30.56% | 6.62% | - |
 MercadoLibre (MELI) | 1% | 0% | 13.96% | 8/26/2022 |
 Roku (ROKU) | 0.92% | 0% | 11.63% | 8/26/2022 |
 Global X Uranium ETF (URA) | 0.86% | 9.03% | 16.71% | - |
 PayPal (PYPL) | 0.69% | 0% | 8.83% | 8/26/2022 |
 Niu (NIU) | 0.62% | 0% | 31.32% | 7/5/2023 |
 Disney (DIS) | 0.49% | 0% | 11.69% | 7/17/2023 |
 Enphase (ENPH) | 0.45% | 0% | 7.64% | 1/3/2024 |
 Ginkgo Bioworks (DNA) | 0.44% | 0% | 12.59% | 11/16/2022 |
 CRISPR Therapeutics (CRSP) | 0.35% | 0% | 36.63% | 10/6/2023 |
 Adecoagro (AGRO) | 0.35% | 9.2% | 3.88% | - |
 Regeneron (REGN) | 0.32% | 0% | 4.53% | 3/18/2022 |
 Foot Locker (FL) | 0.32% | 0% | 7.82% | 8/17/2022 |
 Vertex (VRTX) | 0.31% | 0% | 5.61% | 4/5/2022 |
 Nokia (NOKIA.HE) | 0.27% | 0% | 2.33% | 2/8/2022 |
 Teladoc (TDOC) | 0.02% | 0% | 2.51% | 2/11/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Royal Gold (RGLD) | 69.02% | 63.12% |
| Gold Royalty (GROY) | 5.19% | 12.75% |
| Devon Energy (DVN) | 13.48% | 11.57% |
| Umicore (UMI.BR) | 9.02% | 9.29% |
Cash & Instruments Over Time
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