Portfolio Diversification
Range
Most Diversified
12 instruments
December 10, 2025
Least Diversified
0 instruments
January 27, 2025
Average
7.8 instruments
Most Consistent Holdings
Top 5
PFE99.06%
NVO96.86%
NEM90.88%
LNTH77.67%
SGMO67.61%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 27, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Pfizer (PFE) | 20.66% | 14.32% | 99.06% | - |
| Lantheus (LNTH) | 11.9% | 22.01% | 77.67% | - |
 Pagseguro (PAGS) | 11.18% | 0% | 57.55% | 12/3/2025 |
 Alphabet (GOOG) | 10.58% | 0% | 59.75% | 9/9/2025 |
 Microsoft (MSFT) | 6.83% | 0% | 26.73% | 5/1/2025 |
 Barrick (B) | 6.17% | 0% | 36.79% | 8/20/2025 |
 Lexicon Pharmaceuticals (LXRX) | 5.21% | 0% | 50.63% | 10/3/2025 |
| Novo-Nordisk (NVO) | 4.2% | 6.29% | 96.86% | - |
 NVIDIA (NVDA) | 3.45% | 4.17% | 53.46% | - |
 US Natural Gas (UNG) | 2.2% | 0% | 15.72% | 11/11/2025 |
| Newmont (NEM) | 2.11% | 0% | 90.88% | 11/12/2025 |
| Sangamo (SGMO) | 1.56% | 1.69% | 67.61% | - |
 Norwegian Cruise Line (NCLH) | 1.27% | 12.7% | 11.32% | - |
 Iovance (IOVA) | 1.06% | 10.64% | 12.58% | - |
 EPAM (EPAM) | 1.06% | 0% | 6.6% | 11/10/2025 |
 Mondelez (MDLZ) | 0.65% | 4.27% | 13.84% | - |
 Janux (JANX) | 0.14% | 7.11% | 1.89% | - |
 Mosaic (MOS) | 0.08% | 3.22% | 2.52% | - |
 Nintendo (NTDOY) | 0.03% | 5.12% | 0.63% | - |
 Marvell (MRVL) | 0.03% | 8.19% | 0.31% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
There is no history available for this day.