Portfolio Diversification
Range
Most Diversified
33 instruments
February 6, 2025
Least Diversified
0 instruments
March 19, 2024
Average
2.6 instruments
Most Consistent Holdings
Top 5
FRGE28.97%
ISF.L25.63%
NVDA14.48%
FCX14.21%
NSDQ10010.03%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 19, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Forge (FRGE) | 26.22% | 0% | 28.97% | 8/26/2024 |
 JeppeKirkBonde | 24.25% | 0% | 35.1% | 2/28/2025 |
| NASDAQ100 Index (Non Expiry) (NSDQ100) | 8.15% | 101.55% | 10.03% | - |
 DJ30 Index (Non Expiry) (DJ30) | 5.83% | 0% | 6.13% | 2/25/2025 |
 Tesla (TSLA) | 5.64% | 0% | 7.8% | 9/3/2024 |
 SPX500 Index (Non Expiry) (SPX500) | 4.89% | 0% | 5.01% | 11/15/2024 |
 thomaspj | 1.79% | 0% | 17.55% | 2/28/2025 |
| NVIDIA (NVDA) | 1.78% | 0% | 14.48% | 1/31/2025 |
 Ethereum (ETH) | 1.27% | 0% | 2.79% | 2/12/2025 |
| Freeport-McMoRan (FCX) | 0.51% | 0% | 14.21% | 1/29/2025 |
 DeanFredericks | 0.28% | 0% | 0.28% | 10/29/2024 |
 Walmart (WMT) | 0.28% | 0% | 0.28% | 2/21/2025 |
 Alphabet (GOOG) | 0.27% | 0% | 2.51% | 2/14/2025 |
 Bitcoin (BTC) | 0.26% | 0% | 5.57% | 2/17/2025 |
 McDonald's (MCD) | 0.22% | 0% | 0.28% | 1/7/2025 |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.15% | 0% | 25.63% | 1/29/2025 |
 Nio (NIO) | 0.12% | 0% | 5.01% | 9/3/2024 |
 TSMC (TSM) | 0.12% | 0% | 1.39% | 1/8/2025 |
 Invesco DB US Dollar Index Bullish Fund (UUP) | 0.1% | 0% | 4.18% | 2/20/2025 |
 AeroVironment (AVAV) | 0.07% | 0% | 2.23% | 12/17/2024 |
 iShares MSCI India ETF (INDA) | 0.05% | 0% | 4.18% | 2/20/2025 |
 Financial Select Sector SPDR (XLF) | 0.04% | 0% | 2.51% | 2/14/2025 |
 Salesforce (CRM) | 0.03% | 0% | 4.18% | 2/20/2025 |
 Novo Nordisk (NOVO-B.CO) | 0.03% | 0% | 4.46% | 2/21/2025 |
 SPDR Gold (GLD) | 0.03% | 0% | 1.39% | 2/10/2025 |
 Utilities Select Sector SPDR (XLU) | 0.03% | 0% | 1.95% | 2/12/2025 |
 Brinker Intl. (EAT) | 0.02% | 0% | 4.46% | 2/21/2025 |
 Raytheon (RTX) | 0.02% | 0% | 4.18% | 2/20/2025 |
 Frontdoor (FTDR) | 0.02% | 0% | 4.18% | 2/20/2025 |
 Mastercard (MA) | 0.02% | 0% | 2.51% | 2/14/2025 |
 XRP (XRP) | 0.02% | 0% | 1.11% | 2/14/2025 |
 PayPal (PYPL) | 0.02% | 0% | 4.18% | 2/20/2025 |
 McKesson (MCK) | 0.02% | 0% | 4.18% | 2/20/2025 |
 Leonardo (LDO.MI) | 0.02% | 0% | 2.51% | 2/14/2025 |
 Microsoft (MSFT) | 0.02% | 0% | 0.56% | 2/7/2025 |
 Alibaba (BABA) | 0.01% | 0% | 0.56% | 2/14/2025 |
 Mizuho Financial Group (MFG) | 0.01% | 0% | 2.23% | 2/13/2025 |
 Apple (AAPL) | 0.01% | 0% | 0.56% | 2/7/2025 |
 Meta (META) | 0.01% | 0% | 0.28% | 2/6/2025 |
 Global X Uranium ETF (URA) | 0.01% | 0% | 1.95% | 2/12/2025 |
 Udemy (UDMY) | 0.01% | 0% | 2.51% | 2/14/2025 |
 Amazon (AMZN) | 0.01% | 0% | 0.28% | 2/6/2025 |
 Ranger Energy Services (RNGR) | 0.01% | 0% | 1.39% | 2/10/2025 |
 Visa (V) | 0.01% | 0% | 1.95% | 2/12/2025 |
 KLA (KLAC) | 0.01% | 0% | 1.95% | 2/12/2025 |
 Celestia (TIA) | 0% | 0% | 0.28% | 2/11/2025 |
 Tenaris (TS) | 0% | 0% | 1.39% | 2/10/2025 |
 Exelixis (EXEL) | 0% | 0% | 1.39% | 2/10/2025 |
 Stride (LRN) | 0% | 0% | 0.56% | 2/7/2025 |
 Applied Materials (AMAT) | 0% | 0% | 1.39% | 2/10/2025 |
 FinVolution (FINV) | 0% | 0% | 0.56% | 2/7/2025 |
 Micron (MU) | 0% | 0% | 1.39% | 2/10/2025 |
 Semtech (SMTC) | 0% | 0% | 0.84% | 2/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| JeppeKirkBonde | 78.08% | 78.74% |
| thomaspj | 9.33% | 9.44% |
| NVIDIA (NVDA) | 8.46% | 8.54% |
| Freeport-McMoRan (FCX) | 3.63% | 3.18% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.5% | 0.49% |