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Portfolio Diversification
Range
Most Diversified
32 instruments
September 12, 2024
Least Diversified
0 instruments
April 4, 2026
Average
20.8 instruments
Most Consistent Holdings
Top 5
OSB.L99.32%
BNS94.89%
BP.L74.45%
VOW3.DE72.13%
BARC.L67.5%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Jpmorgan Equity Premium Inco (JEPI) | 6.77% | 13.63% | 46% | - |
| OSB Group (OSB.L) | 6.21% | 3.26% | 99.32% | - |
| Scotiabank (BNS) | 5.07% | 2.39% | 94.89% | - |
 NVIDIA (NVDA) | 4.97% | 10.05% | 61.62% | - |
 Hoegh Autoliners ASA (HAUTO.OL) | 4.35% | 0% | 18.61% | 8/20/2026 |
| BP (BP.L) | 4.22% | 4.12% | 74.45% | - |
 ARK Next Generation Technology ETF (ARKW) | 4.05% | 0% | 60.75% | 9/24/2025 |
 Ternium (TX) | 3.91% | 0% | 57.86% | 5/7/2026 |
| Barclays (BARC.L) | 3.52% | 0% | 67.5% | 12/3/2025 |
 Chevron (CVX.US) | 3.47% | 0% | 48.02% | 2/4/2026 |
| Volkswagen (VOW3.DE) | 3.44% | 3.91% | 72.13% | - |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 3.37% | 0% | 60.75% | 9/24/2025 |
 AGNC (AGNC) | 3.13% | 0% | 61.52% | 10/2/2025 |
 AMD (AMD) | 2.9% | 0% | 48.41% | 7/24/2026 |
 Beazley (BEZ.L) | 2.79% | 0% | 49.86% | 6/3/2025 |
 Enbridge (ENB) | 2.51% | 0% | 38.38% | 6/17/2026 |
 Teleperformance (TEP.PA) | 2.15% | 0% | 61.52% | 10/2/2025 |
 Odfjell Technology Ltd (OTL.OL) | 2% | 12.78% | 17.26% | - |
 IAG (IAG.L) | 1.96% | 0% | 47.83% | 5/13/2025 |
 Nio (NIO) | 1.73% | 0% | 57.28% | 8/19/2025 |
 Marathon Digital (MARA) | 1.69% | 0% | 49.86% | 6/3/2025 |
 Lloyd's (LLOY.L) | 1.64% | 0% | 24.88% | 9/16/2024 |
 Ocugen (OCGN) | 1.56% | 0% | 60.46% | 9/24/2025 |
 Bank of China (3988.HK) | 1.4% | 0% | 24.4% | 9/11/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 1.18% | 0% | 19.29% | 2/3/2026 |
 Babcock & Wilcox (BW) | 1.13% | 0% | 41.76% | 6/3/2025 |
 Intesa Sanpaolo (ISP.MI) | 1.09% | 7.75% | 14.66% | - |
 BlackRock (BLK) | 1.08% | 0% | 28.35% | 10/23/2024 |
 Qorvo (QRVO) | 1.07% | 0% | 37.9% | 1/30/2025 |
 Aston Martin (AML.L) | 1.05% | 0% | 26.23% | 7/23/2025 |
 Meta (META) | 1.02% | 7.26% | 17.26% | - |
 Carnival (CCL) | 0.94% | 0% | 49.86% | 6/3/2025 |
 Canaan (CAN) | 0.88% | 0% | 42.24% | 6/3/2025 |
 Moneysupermarket (MONY.L) | 0.81% | 7.24% | 13.11% | - |
 Vanguard Morningstar Small-Cap Growth ETF (VBK) | 0.8% | 0% | 24.88% | 9/16/2024 |
 Pareto Bank ASA (PARB.OL) | 0.75% | 9.3% | 9.55% | - |
 Vanguard Morningstar Small-Cap Value ETF (VBR) | 0.75% | 0% | 47.83% | 5/13/2025 |
 Star Bulk (SBLK) | 0.73% | 10.7% | 6.46% | - |
 Realty Income (O) | 0.57% | 0% | 10.9% | 2/3/2026 |
 Wave Life Sciences (WVE) | 0.54% | 3.42% | 14.85% | - |
 Plus500 (PLUS.L) | 0.53% | 0% | 16.59% | 3/3/2025 |
 HSBC (HSBA.L) | 0.44% | 0% | 13.21% | 2/12/2025 |
 Canoo (GOEVQ) | 0.44% | 0% | 41.76% | 6/9/2025 |
 Digital Turbine (APPS) | 0.41% | 0% | 49.86% | 6/3/2025 |
 TMTG (DJT) | 0.34% | 0% | 20.25% | 10/30/2024 |
 China Citic Bank (0998.HK) | 0.33% | 0% | 24.49% | 9/12/2024 |
 IBM (IBM) | 0.28% | 0% | 12.73% | 8/13/2026 |
 Corsair (CRSR) | 0.27% | 0% | 37.9% | 1/30/2025 |
 Qudian (HTT) | 0.25% | 0% | 24.88% | 9/16/2024 |
 Raytheon (RTX) | 0.24% | 0% | 7.71% | 3/21/2024 |
 Aemetis (AMTX) | 0.21% | 0% | 17.16% | 9/16/2024 |
 Medical Properties Trust (MPT) | 0.21% | 0.88% | 13.11% | - |
 Take-Two (TTWO) | 0.2% | 3.53% | 6.08% | - |
 Bitcoin (BTC) | 0.19% | 0% | 4.44% | 2/15/2024 |
 easyJet (EZJ.L) | 0.16% | 0% | 4.92% | 2/20/2024 |
 Beam Therapeutics (BEAM) | 0.14% | 0% | 4.63% | 6/17/2026 |
 Diversified Energy (DEC.L) | 0.09% | 0% | 2.51% | 2/28/2024 |
 Praxis (PRAX) | 0.08% | 0% | 3.76% | 9/1/2026 |
 Denali Therapeutics (DNLI) | 0.07% | 0% | 2.31% | 5/28/2026 |
 iShares Core Dividend Growth ETF (DGRO) | 0.07% | 0% | 1.54% | 12/3/2025 |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.03% | 0% | 0.39% | 10/10/2025 |
 BMO (BMO) | 0.02% | 0% | 0.48% | 9/16/2024 |
 Scorpius Holdings (SCPX) | 0.02% | 0% | 20.93% | 8/7/2024 |
 Alibaba (BABA.RTH) | 0.02% | 0% | 1.45% | 1/17/2024 |
 Dogecoin (DOGE) | 0.02% | 0% | 1.25% | 11/25/2024 |
 ARM (ARM) | 0.01% | 0% | 0.58% | 9/2/2026 |
 CRISPR Therapeutics (CRSP) | 0.01% | 0% | 1.54% | 2/15/2024 |
 Palantir (PLTR) | 0.01% | 0% | 0.29% | 11/8/2024 |
 Micron (MU) | 0% | 0% | 4.92% | 12/3/2025 |
 IG Group (IGG.L) | 0% | 0% | 0.19% | 9/13/2024 |
 Kodiak Sciences (KOD) | 0% | 0% | 0.1% | 3/10/2026 |
 Space Exploration Technologies Corp (SPCX) | 0% | 0% | 0.1% | 6/16/2026 |
 NVIDIA (NVDA.RTH) | 0% | 0% | 0.19% | 2/28/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Jpmorgan Equity Premium Inco (JEPI) | 22.49% | 21.66% |
| Scotiabank (BNS) | 9.34% | 11.88% |
| BP (BP.L) | 9.32% | 9.01% |
| OSB Group (OSB.L) | 7.27% | 7.9% |
| Chevron (CVX.US) | 7.97% | 7.63% |
| NVIDIA (NVDA) | 7.24% | 6.96% |
| AMD (AMD) | 7.49% | 6.94% |
| Schwab US Dividend Equity ETF (SCHD) | 7.07% | 6.77% |
| Enbridge (ENB) | 6.75% | 6.32% |
| Ternium (TX) | 5.91% | 5.8% |
| Realty Income (O) | 5.77% | 5.3% |
| Volkswagen (VOW3.DE) | 3.39% | 3.68% |
Cash & Instruments Over Time
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