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Portfolio Diversification
Range
Most Diversified
32 instruments
September 12, 2024
Least Diversified
0 instruments
April 4, 2026
Average
21.9 instruments
Most Consistent Holdings
Top 5
OSB.L99.77%
BNS94.58%
BARC.L79.1%
AGNC72.09%
TEP.PA72.09%
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 |
|---|---|---|---|---|
| OSB Group (OSB.L) | 6.78% | 4.16% | 99.77% | - |
 Jpmorgan Equity Premium Inco (JEPI) | 5.84% | 12.61% | 37.51% | - |
| Scotiabank (BNS) | 5.34% | 6.82% | 94.58% | - |
 ARK Next Generation Internet ETF (ARKW) | 4.74% | 0% | 71.19% | 9/24/2025 |
 Ternium (TX) | 4.58% | 0% | 67.8% | 5/7/2026 |
 BP (BP.L) | 4.32% | 3.81% | 70.73% | - |
| Barclays (BARC.L) | 4.13% | 0% | 79.1% | 12/3/2025 |
 Chevron (CVX.US) | 4.07% | 0% | 56.27% | 2/4/2026 |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 3.94% | 0% | 71.19% | 9/24/2025 |
 NVIDIA (NVDA) | 3.78% | 14.69% | 55.59% | - |
| AGNC (AGNC) | 3.67% | 0% | 72.09% | 10/2/2025 |
 Hoegh Autoliners ASA (HAUTO.OL) | 3.58% | 17.71% | 13.67% | - |
 Volkswagen (VOW3.DE) | 3.36% | 5.39% | 68.02% | - |
 Beazley (BEZ.L) | 3.27% | 0% | 58.42% | 6/3/2025 |
 AMD (AMD) | 3.22% | 3.16% | 51.75% | - |
 Enbridge (ENB) | 2.93% | 0.52% | 43.73% | - |
| Teleperformance (TEP.PA) | 2.52% | 0% | 72.09% | 10/2/2025 |
 IAG (IAG.L) | 2.3% | 0% | 56.05% | 5/13/2025 |
 Nio (NIO) | 2.03% | 0% | 67.12% | 8/19/2025 |
 Marathon Digital (MARA) | 1.98% | 0% | 58.42% | 6/3/2025 |
 Lloyd's (LLOY.L) | 1.92% | 0% | 29.15% | 9/16/2024 |
 Ocugen (OCGN) | 1.83% | 0% | 70.85% | 9/24/2025 |
 Bank of China (3988.HK) | 1.64% | 0% | 28.59% | 9/11/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 1.39% | 0% | 22.6% | 2/3/2026 |
 Babcock & Wilcox (BW) | 1.32% | 0% | 48.93% | 6/3/2025 |
 BlackRock (BLK) | 1.26% | 0% | 33.22% | 10/23/2024 |
 Qorvo (QRVO) | 1.25% | 0% | 44.41% | 1/30/2025 |
 Aston Martin (AML.L) | 1.23% | 0% | 30.73% | 7/23/2025 |
 Carnival (CCL) | 1.1% | 0% | 58.42% | 6/3/2025 |
 Canaan (CAN) | 1.03% | 0% | 49.49% | 6/3/2025 |
 Vanguard Small-Cap Growth ETF (VBK) | 0.94% | 0% | 29.15% | 9/16/2024 |
 Vanguard Small-Cap Value ETF (VBR) | 0.88% | 0% | 56.05% | 5/13/2025 |
 Realty Income (O) | 0.67% | 0% | 12.77% | 2/3/2026 |
 Plus500 (PLUS.L) | 0.62% | 0% | 19.44% | 3/3/2025 |
 HSBC (HSBA.L) | 0.52% | 0% | 15.48% | 2/12/2025 |
 Canoo (GOEVQ) | 0.52% | 0% | 48.93% | 6/9/2025 |
 Digital Turbine (APPS) | 0.48% | 0% | 58.42% | 6/3/2025 |
 Odfjell Technology Ltd (OTL.OL) | 0.4% | 12.92% | 3.62% | - |
 TMTG (DJT) | 0.4% | 0% | 23.73% | 10/30/2024 |
 China Citic Bank (0998.HK) | 0.39% | 0% | 28.7% | 9/12/2024 |
 Corsair (CRSR) | 0.32% | 0% | 44.41% | 1/30/2025 |
 IBM (IBM) | 0.3% | 0% | 11.64% | 5/13/2025 |
 Qudian (HTT) | 0.29% | 0% | 29.15% | 9/16/2024 |
 Raytheon (RTX) | 0.29% | 0% | 9.04% | 3/21/2024 |
 Aemetis (AMTX) | 0.25% | 0% | 20.11% | 9/16/2024 |
 Bitcoin (BTC) | 0.22% | 0% | 5.2% | 2/15/2024 |
 easyJet (EZJ.L) | 0.19% | 0% | 5.76% | 2/20/2024 |
 Meta (META) | 0.17% | 4.54% | 3.62% | - |
 Beam Therapeutics (BEAM) | 0.12% | 4.45% | 4.18% | - |
 Diversified Energy (DEC.L) | 0.1% | 0% | 2.94% | 2/28/2024 |
 Denali Therapeutics (DNLI) | 0.09% | 0% | 2.71% | 5/28/2026 |
 iShares Core Dividend Growth ETF (DGRO) | 0.09% | 0% | 1.81% | 12/3/2025 |
 Intesa Sanpaolo (ISP.MI) | 0.05% | 6.78% | 0.68% | - |
 Wave Life Sciences (WVE) | 0.03% | 3.32% | 0.9% | - |
 Jpm Nasdaq Equity Premium (JEPQ) | 0.03% | 0% | 0.45% | 10/10/2025 |
 BMO (BMO) | 0.03% | 0% | 0.56% | 9/16/2024 |
 Scorpius Holdings (SCPX) | 0.02% | 0% | 24.52% | 8/7/2024 |
 Alibaba (BABA.RTH) | 0.02% | 0% | 1.69% | 1/17/2024 |
 Dogecoin (DOGE) | 0.02% | 0% | 1.47% | 11/25/2024 |
 CRISPR Therapeutics (CRSP) | 0.01% | 0% | 1.81% | 2/15/2024 |
 Palantir (PLTR) | 0.01% | 0% | 0.34% | 11/8/2024 |
 Micron (MU) | 0% | 0% | 5.76% | 12/3/2025 |
 IG Group (IGG.L) | 0% | 0% | 0.23% | 9/13/2024 |
 Kodiak Sciences (KOD) | 0% | 0% | 0.11% | 3/10/2026 |
 NVIDIA (NVDA.RTH) | 0% | 0% | 0.23% | 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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