Portfolio Diversification
Range
Most Diversified
10 instruments
February 5, 2025
Least Diversified
0 instruments
March 7, 2025
Average
6.3 instruments
Most Consistent Holdings
Top 5
ARVLF73.43%
NTDOY72.78%
PFE71.94%
SONY71.94%
AAL71.94%
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 |
|---|---|---|---|---|
| Pfizer (PFE) | 31.48% | 0% | 71.94% | 2/18/2025 |
| Sony (SONY) | 16.85% | 0% | 71.94% | 2/18/2025 |
| Nintendo (NTDOY) | 7.5% | 0% | 72.78% | 2/27/2025 |
| American Airlines (AAL) | 6.35% | 0% | 71.94% | 2/18/2025 |
 Paramount (PSKY) | 5.37% | 0% | 71.94% | 2/18/2025 |
 Disney (DIS) | 1.63% | 0% | 54.72% | 2/25/2025 |
 Organigram (OGI) | 1.09% | 0% | 71.47% | 2/13/2025 |
| Arrival (ARVLF) | 0.71% | 0% | 43.31% | 3/6/2025 |
 Cenntro (CENN) | 0.11% | 0% | 71.47% | 2/13/2025 |
 Apple (AAPL) | 0.08% | 0% | 2.15% | 2/27/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Pfizer (PFE) | 29.48% | 36.22% |
| Sony (SONY) | 16.74% | 26.9% |
| Nintendo (NTDOY) | 6.43% | 11.89% |
| American Airlines (AAL) | 7.78% | 10.85% |
| Paramount (PSKY) | 15.4% | 5.63% |
| Disney (DIS) | 1.56% | 3.18% |
| Organigram (OGI) | 7.78% | 1.34% |
| Cenntro (CENN) | 7.78% | 0.07% |
| Arrival (ARVLF) | 4.67% | 0% |