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Portfolio Diversification
Range
Most Diversified
15 instruments
January 8, 2022
Least Diversified
0 instruments
January 4, 2024
Average
8.1 instruments
Most Consistent Holdings
Top 5
UMI.BR89.15%
SOFI54.96%
AG40.8%
EXK40.8%
FSM40.8%
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) | 15.05% | 2.74% | 40.51% | - |
| SoFi (SOFI) | 9.12% | 0% | 54.96% | 9/13/2024 |
 Royal Gold (RGLD) | 8.38% | 45.95% | 17.82% | - |
| Umicore (UMI.BR) | 7.99% | 0% | 89.15% | 4/30/2026 |
 Devon Energy (DVN) | 5.18% | 0% | 29.66% | 4/8/2026 |
 FNV (FNV) | 3.47% | 0% | 36.39% | 9/13/2024 |
 Aurubis (NDA.DE) | 3.15% | 0% | 36.45% | 9/16/2024 |
 US Natural Gas (UNG) | 2.84% | 0% | 39.58% | 12/30/2024 |
 EQT (EQT) | 2.79% | 0% | 36.04% | 9/13/2024 |
| Fortuna Silver (FSM) | 2.5% | 0% | 40.8% | 1/3/2024 |
 Amplify Junior Silver Miners ETF (SILJ) | 2.04% | 28.34% | 9.05% | - |
 Pan American Silver (PAAS) | 2% | 0% | 19.56% | 9/13/2024 |
| Endeavour Silver (EXK) | 1.97% | 0% | 40.8% | 1/3/2024 |
| First Majestic (AG) | 1.97% | 0% | 40.8% | 1/3/2024 |
 Newmont (NEM) | 1.95% | 0% | 25.07% | 12/30/2024 |
 Medical Properties Trust (MPT) | 1.85% | 0% | 14.57% | 9/13/2024 |
 Micron (MU) | 1.78% | 0% | 16.48% | 10/25/2022 |
 Luminar (LAZRQ) | 1.45% | 0% | 13.7% | 1/11/2023 |
 Lennar (LEN) | 1.44% | 0% | 13.06% | 8/17/2022 |
 Occidental (OXY) | 1.32% | 0% | 16.72% | 1/3/2024 |
 Global X Uranium ETF (URA) | 1.06% | 8.05% | 18.86% | - |
 MercadoLibre (MELI) | 0.97% | 0% | 13.58% | 8/26/2022 |
 Roku (ROKU) | 0.9% | 0% | 11.32% | 8/26/2022 |
 PayPal (PYPL) | 0.67% | 0% | 8.59% | 8/26/2022 |
 Niu (NIU) | 0.6% | 0% | 30.47% | 7/5/2023 |
 Adecoagro (AGRO) | 0.58% | 8.52% | 6.38% | - |
 Disney (DIS) | 0.48% | 0% | 11.38% | 7/17/2023 |
 Enphase (ENPH) | 0.44% | 0% | 7.43% | 1/3/2024 |
 Ginkgo Bioworks (DNA) | 0.43% | 0% | 12.25% | 11/16/2022 |
 CRISPR Therapeutics (CRSP) | 0.34% | 0% | 35.64% | 10/6/2023 |
 Regeneron (REGN) | 0.32% | 0% | 4.41% | 3/18/2022 |
 Foot Locker (FL) | 0.31% | 0% | 7.6% | 8/17/2022 |
 Vertex (VRTX) | 0.3% | 0% | 5.46% | 4/5/2022 |
 Nokia (NOKIA.HE) | 0.26% | 0% | 2.26% | 2/8/2022 |
 Alamos Gold (AGI) | 0.05% | 6.03% | 0.81% | - |
 Teladoc (TDOC) | 0.02% | 0% | 2.44% | 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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