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Portfolio Diversification
Range
Most Diversified
15 instruments
December 23, 2022
Least Diversified
0 instruments
June 2, 2022
Average
7.8 instruments
Most Consistent Holdings
Top 5
MRNA76.43%
VZ75.94%
PFE75.38%
MAERSKB.CO75.03%
HLAG.DE68.48%
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) | 8.92% | 9.23% | 75.38% | - |
| Moderna (MRNA) | 8.81% | 11.93% | 76.43% | - |
| Maersk (MAERSKB.CO) | 8.69% | 16.51% | 75.03% | - |
| Hapag-Lloyd (HLAG.DE) | 6.63% | 7.54% | 68.48% | - |
 BMW (BMW.DE) | 6.2% | 10.51% | 44% | - |
| Verizon (VZ) | 5.97% | 8.23% | 75.94% | - |
 Volkswagen (VOW3.DE) | 3.66% | 0% | 27.34% | 7/22/2024 |
 YPF (YPF) | 3.14% | 15.04% | 34.59% | - |
 IIPR (IIPR) | 2.27% | 0% | 41.14% | 12/31/2024 |
 Fluor (FLR.US) | 2.12% | 7.55% | 26.15% | - |
 Lululemon (LULU) | 1.95% | 8.92% | 13.04% | - |
 Oatly (OTLY) | 1.91% | 4.13% | 26.36% | - |
 Intel (INTC) | 1.65% | 0% | 14.57% | 1/27/2023 |
 Meta (META) | 1.3% | 0% | 8.72% | 2/1/2023 |
 BHP (BHP) | 1.27% | 0% | 19.04% | 2/4/2026 |
 BioNTech SE (BNTX) | 1.22% | 0% | 26.99% | 7/18/2024 |
 GlaxoSmithKline (GSK) | 1.16% | 0% | 9.27% | 2/1/2023 |
 Medical Properties Trust (MPT) | 1.09% | 0% | 26.99% | 7/18/2024 |
 Alphabet (GOOG) | 0.96% | 0% | 8.02% | 2/1/2023 |
 Adidas (ADS.DE) | 0.93% | 0% | 28.66% | 8/17/2023 |
 Micron (MU) | 0.66% | 0% | 14.85% | 2/1/2023 |
 AMD (AMD) | 0.52% | 0% | 8.23% | 2/1/2023 |
 Supermicro (SMCI) | 0.24% | 0% | 1.88% | 9/30/2024 |
 Paramount (PSKY) | 0.17% | 0% | 3.7% | 2/1/2023 |
 Tesla (TSLA) | 0.15% | 0% | 3.7% | 2/1/2023 |
 Salesforce (CRM) | 0.13% | 0% | 3.77% | 2/1/2023 |
 Amazon (AMZN) | 0.06% | 0% | 2.72% | 2/1/2023 |
 Ford (F) | 0.04% | 0% | 2.44% | 1/23/2023 |
 Apple (AAPL) | 0.04% | 0% | 3.07% | 2/1/2023 |
 Microsoft (MSFT) | 0.03% | 0% | 1.88% | 2/1/2023 |
 Svitzer (SVITZR.CO) | 0.02% | 0% | 2.86% | 6/11/2024 |
 Munich Re (MUV2.DE) | 0.01% | 0% | 6.42% | 9/15/2022 |
 EUR/USD (EURUSD) | 0% | 0% | 0.07% | 9/9/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| BMW (BMW.DE) | 10.63% | 15.98% |
| Maersk (MAERSKB.CO) | 11.9% | 15.47% |
| YPF (YPF) | 9.03% | 11.52% |
| Pfizer (PFE) | 9.52% | 9.99% |
| Hapag-Lloyd (HLAG.DE) | 9.52% | 8.57% |
| Moderna (MRNA) | 26.67% | 8.39% |
| Verizon (VZ) | 7.14% | 8.37% |
| Fluor (FLR.US) | 5.7% | 7.11% |
| BHP (BHP) | 4.76% | 7.1% |
| Oatly (OTLY) | 4.77% | 6.08% |
Cash & Instruments Over Time
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