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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
MRNA75.79%
VZ75.22%
PFE74.71%
MAERSKB.CO74.42%
HLAG.DE67.51%
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% | 9.63% | 74.71% | - |
| Moderna (MRNA) | 8.71% | 13.46% | 75.79% | - |
| Maersk (MAERSKB.CO) | 8.53% | 13.79% | 74.42% | - |
| Hapag-Lloyd (HLAG.DE) | 6.61% | 7.58% | 67.51% | - |
 BMW (BMW.DE) | 6.03% | 12.39% | 42.22% | - |
| Verizon (VZ) | 5.89% | 8.32% | 75.22% | - |
 Volkswagen (VOW3.DE) | 3.78% | 0% | 28.24% | 7/22/2024 |
 YPF (YPF) | 2.82% | 11.37% | 32.49% | - |
 IIPR (IIPR) | 2.34% | 0% | 42.51% | 12/31/2024 |
 Lululemon (LULU) | 2% | 0% | 13.33% | 2/3/2025 |
 Fluor (FLR.US) | 1.95% | 7.53% | 23.99% | - |
 Oatly (OTLY) | 1.8% | 6.73% | 23.99% | - |
 Intel (INTC) | 1.71% | 0% | 15.06% | 1/27/2023 |
 Meta (META) | 1.35% | 0% | 9.01% | 2/1/2023 |
 BHP (BHP) | 1.31% | 0% | 19.67% | 2/4/2026 |
 BioNTech SE (BNTX) | 1.26% | 0% | 27.88% | 7/18/2024 |
 GlaxoSmithKline (GSK) | 1.2% | 0% | 9.58% | 2/1/2023 |
 Medical Properties Trust (MPT) | 1.13% | 0% | 27.88% | 7/18/2024 |
 Alphabet (GOOG) | 0.99% | 0% | 8.29% | 2/1/2023 |
 Adidas (ADS.DE) | 0.97% | 0% | 29.61% | 8/17/2023 |
 Micron (MU) | 0.68% | 0% | 15.35% | 2/1/2023 |
 AMD (AMD) | 0.53% | 0% | 8.5% | 2/1/2023 |
 Supermicro (SMCI) | 0.24% | 0% | 1.95% | 9/30/2024 |
 Paramount (PSKY) | 0.17% | 0% | 3.82% | 2/1/2023 |
 Tesla (TSLA) | 0.15% | 0% | 3.82% | 2/1/2023 |
 Salesforce (CRM) | 0.13% | 0% | 3.89% | 2/1/2023 |
 Amazon (AMZN) | 0.06% | 0% | 2.81% | 2/1/2023 |
 Ford (F) | 0.05% | 0% | 2.52% | 1/23/2023 |
 Apple (AAPL) | 0.04% | 0% | 3.17% | 2/1/2023 |
 Microsoft (MSFT) | 0.04% | 0% | 1.95% | 2/1/2023 |
 Svitzer (SVITZR.CO) | 0.02% | 0% | 2.95% | 6/11/2024 |
 Munich Re (MUV2.DE) | 0.01% | 0% | 6.63% | 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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