Portfolio Diversification
Range
Most Diversified
4 instruments
April 4, 2025
Least Diversified
0 instruments
January 2, 2023
Average
0.7 instruments
Most Consistent Holdings
Top 5
SPX50052.77%
GOLD6.85%
NVDA2.95%
UAL2.95%
PALLADIUM.FUT2.48%
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 |
|---|---|---|---|---|
| SPX500 Index (Non Expiry) (SPX500) | 42.96% | 0% | 52.77% | 5/6/2025 |
| Gold (Non Expiry) (GOLD) | 2.14% | 0% | 6.85% | 5/2/2025 |
| United Airlines (UAL) | 0.99% | 0% | 2.95% | 2/21/2025 |
 Walgreens (WBA) | 0.74% | 0% | 1.42% | 1/16/2025 |
| NVIDIA (NVDA) | 0.73% | 0% | 2.95% | 5/16/2023 |
 Oil (Non Expiry) (OIL) | 0.56% | 0% | 1.3% | 4/4/2025 |
| Palladium (Expiring Future) (PALLADIUM.FUT) | 0.4% | 27.43% | 2.48% | - |
 Brent Oil (Non Expiry) (EuroOIL) | 0.08% | 0% | 0.35% | 4/4/2025 |
 Bitcoin (BTC) | 0.04% | 0% | 0.24% | 3/13/2025 |
 Silver (Non Expiry) (SILVER) | 0.03% | 0% | 0.24% | 5/2/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| SPX500 Index (Non Expiry) (SPX500) | 28.48% | 28.64% |