Portfolio Diversification
Range
Most Diversified
15 instruments
December 23, 2022
Least Diversified
0 instruments
June 2, 2022
Average
7.3 instruments
Most Consistent Holdings
Top 5
MRNA69.69%
MAERSKB.CO69.24%
VZ68.97%
PFE68.33%
HLAG.DE59.26%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 2, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Pfizer (PFE) | 8.65% | 10.72% | 68.33% | - |
| Moderna (MRNA) | 8.52% | 9.65% | 69.69% | - |
| Maersk (MAERSKB.CO) | 7.14% | 14.19% | 69.24% | - |
| Hapag-Lloyd (HLAG.DE) | 6.07% | 9.77% | 59.26% | - |
| Verizon (VZ) | 5.17% | 9.21% | 68.97% | - |
 Volkswagen (VOW3.DE) | 4.76% | 0% | 35.57% | 7/22/2024 |
 BMW (BMW.DE) | 3.87% | 14.13% | 27.4% | - |
 IIPR (IIPR) | 2.95% | 0% | 53.54% | 12/31/2024 |
 Lululemon (LULU) | 2.52% | 0% | 16.79% | 2/3/2025 |
 Intel (INTC) | 2.15% | 0% | 18.97% | 1/27/2023 |
 Meta (META) | 1.7% | 0% | 11.34% | 2/1/2023 |
 BioNTech SE (BNTX) | 1.59% | 0% | 35.12% | 7/18/2024 |
 GlaxoSmithKline (GSK) | 1.51% | 0% | 12.07% | 2/1/2023 |
 Medical Properties Trust (MPW) | 1.42% | 0% | 35.12% | 7/18/2024 |
 Alphabet (GOOG) | 1.25% | 0% | 10.44% | 2/1/2023 |
 Adidas (ADS.DE) | 1.22% | 0% | 37.3% | 8/17/2023 |
 YPF (YPF) | 0.98% | 7.25% | 15.15% | - |
 Micron (MU) | 0.86% | 0% | 19.33% | 2/1/2023 |
 AMD (AMD) | 0.67% | 0% | 10.71% | 2/1/2023 |
 Fluor (FLR.US) | 0.41% | 9.6% | 4.45% | - |
 BHP (BHP) | 0.36% | 6.05% | 5.72% | - |
 Oatly (OTLY) | 0.33% | 7.52% | 4.45% | - |
 Supermicro (SMCI) | 0.31% | 0% | 2.45% | 9/30/2024 |
 Paramount (PARA) | 0.22% | 0% | 4.81% | 2/1/2023 |
 Tesla (TSLA) | 0.19% | 0% | 4.81% | 2/1/2023 |
 Salesforce (CRM) | 0.17% | 0% | 4.9% | 2/1/2023 |
 Amazon (AMZN) | 0.08% | 0% | 3.54% | 2/1/2023 |
 Ford (F) | 0.06% | 0% | 3.18% | 1/23/2023 |
 Apple (AAPL) | 0.05% | 0% | 3.99% | 2/1/2023 |
 Microsoft (MSFT) | 0.05% | 0% | 2.45% | 2/1/2023 |
 Svitzer (SVITZR.CO) | 0.02% | 0% | 3.72% | 6/11/2024 |
 Munich Re (MUV2.DE) | 0.01% | 0% | 8.35% | 9/15/2022 |
 EUR/USD (EURUSD) | 0% | 0% | 0.09% | 9/9/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Lululemon (LULU) | 10.99% | 19.55% |
| BMW (BMW.DE) | 12.27% | 14.87% |
| Maersk (MAERSKB.CO) | 10.99% | 14.26% |
| Moderna (MRNA) | 30.77% | 13.24% |
| Hapag-Lloyd (HLAG.DE) | 10.99% | 12.96% |
| Pfizer (PFE) | 10.99% | 11.92% |
| Verizon (VZ) | 8.24% | 9.19% |