Portfolio Diversification
Range
Most Diversified
16 instruments
February 16, 2024
Least Diversified
0 instruments
December 21, 2023
Average
8.6 instruments
Most Consistent Holdings
Top 5
AMZN85.26%
STMMI.MI83.22%
NVO51.25%
SNOW50.11%
DYN40.82%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since November 17, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SharonConnolly | 6.23% | 0% | 40.59% | 2/1/2025 |
 OlenaL | 5.43% | 0% | 40.59% | 2/1/2025 |
 Core-Moderate | 5.22% | 0% | 41.95% | 2/1/2025 |
 Cocoa (Expiring Future) (COCOA.FUT) | 2.92% | 0% | 9.98% | 4/1/2024 |
 TheNang89 | 1.91% | 0% | 32.2% | 2/1/2025 |
 Coffee Arabica (Expiring Future) (Coffee.FUT) | 1.71% | 0% | 6.12% | 2/20/2024 |
| STMicroelectronics (STMMI.MI) | 1.56% | 0% | 83.22% | 2/1/2025 |
| Amazon (AMZN) | 1.47% | 0% | 85.26% | 2/1/2025 |
 Tesla (TSLA) | 1.34% | 0% | 17.69% | 4/22/2024 |
 LatamEconomy | 1.12% | 0% | 9.52% | 5/22/2024 |
 Dollar Tree (DLTR) | 0.9% | 0% | 21.09% | 3/19/2024 |
 Allegro MicroSystems (ALGM) | 0.74% | 0% | 17.69% | 4/24/2024 |
 Apple (AAPL) | 0.7% | 0% | 26.76% | 6/5/2024 |
 Alpha Metallurgical (AMR) | 0.61% | 0% | 26.98% | 6/26/2024 |
 Aluminum (Non Expiry) (Aluminum) | 0.6% | 0% | 8.39% | 3/8/2024 |
 STMicroelectronics (STM.US) | 0.57% | 0% | 11.56% | 3/14/2024 |
 US Dollar Index (Non Expiry) (USDOLLAR) | 0.52% | 0% | 1.36% | 1/9/2024 |
 Reddit Inc (RDDT) | 0.52% | 0% | 26.08% | 11/25/2024 |
 NVIDIA (NVDA) | 0.52% | 0% | 7.03% | 12/18/2023 |
| Snowflake (SNOW) | 0.47% | 0% | 50.11% | 2/1/2025 |
| Dyne Therapeutics (DYN) | 0.46% | 0% | 40.82% | 2/1/2025 |
 Alphabet (GOOG) | 0.45% | 0% | 10.43% | 3/19/2024 |
 Alphabet (GOOGL) | 0.44% | 0% | 31.97% | 2/1/2025 |
| Novo-Nordisk (NVO) | 0.41% | 0% | 51.25% | 2/1/2025 |
 Gold (Non Expiry) (GOLD) | 0.41% | 0% | 6.58% | 7/3/2024 |
 Unum (UNM) | 0.4% | 0% | 18.82% | 3/21/2024 |
 Rent the Runway (RENT) | 0.39% | 0% | 11.34% | 3/15/2024 |
 Copper (Expiring Future) (COPPER.FUT) | 0.38% | 0% | 4.31% | 3/13/2024 |
 Intel (INTC) | 0.31% | 0% | 7.26% | 12/18/2023 |
 Sigma Lithium (SGML) | 0.26% | 0% | 11.56% | 8/14/2024 |
 SwissWay | 0.22% | 0% | 3.85% | 9/12/2024 |
 EuropeEconomy | 0.2% | 0% | 1.59% | 6/26/2024 |
 Lululemon (LULU) | 0.19% | 0% | 8.16% | 5/29/2024 |
 Sony (SONY) | 0.19% | 0% | 9.52% | 3/22/2024 |
 Autodesk (ADSK) | 0.17% | 0% | 1.59% | 12/5/2023 |
 Disney (DIS) | 0.1% | 0% | 35.83% | 2/1/2025 |
 Pfizer (PFE) | 0.09% | 0% | 38.55% | 2/1/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.08% | 0% | 0.68% | 3/25/2024 |
 AgriWorldWIde | 0.03% | 0% | 0.23% | 6/25/2024 |
 Solana (SOL) | 0% | 0% | 1.36% | 8/20/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.23% | 8/27/2024 |
 Southern Copper (SCCO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SharonConnolly | 14.68% | 15.78% |
| OlenaL | 12.5% | 13.43% |
| Core-Moderate | 12.67% | 12.45% |
| TheNang89 | 5.34% | 6.06% |
| Amazon (AMZN) | 1.24% | 1.67% |
| Alphabet (GOOGL) | 1.24% | 1.45% |
| Snowflake (SNOW) | 0.25% | 0.31% |
| Disney (DIS) | 0.25% | 0.29% |
| Pfizer (PFE) | 0.25% | 0.21% |
| STMicroelectronics (STMMI.MI) | 0.25% | 0.2% |
| Dyne Therapeutics (DYN) | 0.25% | 0.17% |
| Novo-Nordisk (NVO) | 0.25% | 0.15% |