Portfolio Diversification
Range
Most Diversified
9 instruments
January 18, 2023
Least Diversified
3 instruments
March 15, 2024
Average
6.8 instruments
Most Consistent Holdings
Top 5
LABU.US100%
PFE50%
ETH43.88%
XOM39.8%
GLD39.59%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 GainersQtr | 27.65% | 37.17% | 68.88% | - |
 Gold (Non Expiry) (GOLD) | 11.57% | 0% | 38.47% | 4/3/2025 |
| Pfizer (PFE) | 10.42% | 17.07% | 50% | - |
 RenewableEnergy | 7.88% | 0% | 42.35% | 2/27/2024 |
| SPDR Gold (GLD) | 7.46% | 20.19% | 39.59% | - |
 Napoleon-X | 5.36% | 0% | 43.88% | 3/14/2024 |
 eddyb123 | 4.58% | 0% | 43.06% | 3/6/2024 |
| ExxonMobil (XOM) | 3.89% | 0% | 39.8% | 11/1/2024 |
 ShoppingCart | 3.41% | 0% | 43.16% | 3/7/2024 |
 ProShares UltraPro S&P 500 (UPRO) | 2.76% | 0% | 20.92% | 5/2/2025 |
| Ethereum (ETH) | 2.42% | 0% | 43.88% | 3/14/2024 |
 Berkshire Hathaway (BRK.B) | 1.79% | 0% | 13.98% | 6/28/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 1.6% | 9.81% | 15.82% | - |
 United States Oil Fund (USO) | 1.54% | 11.22% | 13.47% | - |
 Caterpillar (CAT) | 1.4% | 0% | 10.41% | 10/4/2023 |
| Direxion Daily S&P Biotech Bull 3X Shares (LABU.US) | 0.54% | 0.27% | 100% | - |
 Vanguard Total International Bond ETF (BNDX) | 0.35% | 3.67% | 9.39% | - |
| 0.1% | 0% | 2.86% | 1/30/2023 | |
 Solventum (SOLV) | 0.01% | 0% | 21.53% | 11/1/2024 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0% | - |
 Southern Copper (SCCO) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| GainersQtr | 41.08% | 41.26% |
| Gold (Non Expiry) (GOLD) | 23.96% | 28.88% |
| Pfizer (PFE) | 23.13% | 21.47% |
| Direxion Daily S&P Biotech Bull 3X Shares (LABU.US) | 3.68% | 0.36% |