Portfolio Diversification
Range
Most Diversified
45 instruments
July 1, 2025
Least Diversified
4 instruments
September 1, 2022
Average
24.4 instruments
Most Consistent Holdings
Top 5
LHA.DE100%
IMB.L100%
SHEL.L100%
VOD99.92%
VALE99.92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Shell (SHEL.L) | 8.54% | 6.21% | 100% | - |
| Imperial Brands (IMB.L) | 5.91% | 5.48% | 100% | - |
 Vistra (VST) | 5.66% | 0% | 56.33% | 1/22/2024 |
 Signet (SIG) | 5.06% | 4.98% | 94.06% | - |
| Vodafone (VOD) | 4.81% | 3.69% | 99.92% | - |
 AT&T (T) | 4.52% | 0% | 84.3% | 4/1/2025 |
| Vale (VALE) | 4.01% | 2.92% | 99.92% | - |
| Lufthansa (LHA.DE) | 3.87% | 3.09% | 100% | - |
 Harley-Davidson (HOG) | 3.52% | 0% | 61.17% | 3/25/2024 |
 Brookfield (BN.US) | 3.01% | 8.57% | 43.98% | - |
 Salzgitter (SZG.DE) | 2.88% | 4.81% | 78.36% | - |
 Takeda (TAK) | 2.55% | 0% | 44.06% | 10/26/2023 |
 Prosus (PRX.NV) | 2.32% | 5.45% | 56.09% | - |
 Signify (LIGHT.NV) | 2.28% | 1.69% | 70.16% | - |
 HP (HPQ) | 2.24% | 0% | 74.22% | 9/9/2024 |
 Volkswagen (VOW3.DE) | 2.12% | 3% | 70.78% | - |
 K+S (SDF.DE) | 2.02% | 0% | 51.25% | 1/7/2025 |
 Mercedes-Benz (MBG.DE) | 1.92% | 0% | 51.33% | 3/26/2024 |
 Intel (INTC) | 1.76% | 0% | 46.33% | 9/15/2023 |
 Warner Bros Discovery (WBD) | 1.66% | 4.36% | 55.16% | - |
 Vopak (VPK.NV) | 1.65% | 2.16% | 49.3% | - |
 Energy Transfer (ET) | 1.31% | 0% | 22.58% | 12/14/2022 |
 Pfizer (PFE) | 1.29% | 2.4% | 46.56% | - |
 Evonik (EVK.DE) | 1.26% | 0% | 30.78% | 1/7/2025 |
 Golub Capital BDC (GBDC) | 1.24% | 0% | 32.73% | 2/12/2025 |
 Bristol-Myers Squibb (BMY) | 1.23% | 0% | 23.67% | 11/15/2022 |
 Norsk Hydro (NHY.OL) | 1.15% | 0% | 34.22% | 1/14/2025 |
 IBM (IBM) | 1.07% | 0% | 14.92% | 7/11/2022 |
 Stora Enso (STERV.HE) | 0.97% | 0% | 34.3% | 1/14/2025 |
 Aurubis (NDA.DE) | 0.82% | 3.68% | 22.5% | - |
 Vodafone (VOD.L) | 0.73% | 1.68% | 46.64% | - |
 Gilead Sciences (GILD) | 0.67% | 0% | 23.13% | 11/8/2022 |
 Coinbase (COIN) | 0.46% | 0% | 20.31% | 5/16/2025 |
 Carrefour (CA.PA) | 0.44% | 1.41% | 22.27% | - |
 BioNTech SE (BNTX) | 0.36% | 0% | 29.53% | 12/30/2024 |
 Siemens Energy (ENR.DE) | 0.36% | 0% | 15.94% | 4/19/2024 |
 MP Materials (MP) | 0.34% | 0% | 43.44% | 4/1/2025 |
 Phoenix (PHNX.L) | 0.33% | 2.13% | 16.41% | - |
 Sainsbury's (SBRY.L) | 0.33% | 0% | 17.81% | 6/16/2023 |
 Eiffage (FGR.PA) | 0.27% | 1.74% | 15.31% | - |
 RingCentral (RNG) | 0.27% | 1.98% | 15.86% | - |
 Viatris (VTRS) | 0.26% | 0% | 16.17% | 1/9/2024 |
 Lynas (LYC.ASX) | 0.24% | 0% | 30.63% | 5/20/2025 |
 Harbour Energy (HBR.L) | 0.24% | 1.68% | 14.22% | - |
 Sprouts (SFM) | 0.23% | 0% | 4.38% | 2/25/2022 |
 Telefonica (TEF.MC) | 0.22% | 1.51% | 14.45% | - |
 Lenovo (0992.HK) | 0.22% | 1.3% | 15.86% | - |
 Caesars (CZR) | 0.21% | 1.01% | 16.25% | - |
 Lyft (LYFT) | 0.2% | 1.18% | 15.86% | - |
 MGM (MGM) | 0.2% | 1.38% | 14.53% | - |
 PayPal (PYPL) | 0.18% | 1.37% | 11.95% | - |
 Neste (NESTE.HE) | 0.18% | 0% | 18.75% | 2/21/2025 |
 TeamViewer (TMV.DE) | 0.18% | 1.29% | 16.09% | - |
 abrdn (ABDN.L) | 0.18% | 1.15% | 17.03% | - |
 Crocs (CROX) | 0.17% | 0.98% | 15.31% | - |
 Man Group (EMG.L) | 0.17% | 0.85% | 15.78% | - |
 Etsy (ETSY) | 0.17% | 1.15% | 15.31% | - |
 BASF (BAS.DE) | 0.16% | 0% | 8.28% | 2/23/2024 |
 HUGO BOSS (BOSS.DE) | 0.14% | 0% | 10.39% | 8/3/2022 |
 Dropbox (DBX) | 0.14% | 0.7% | 17.03% | - |
 Jazz Pharmaceuticals (JAZZ) | 0.14% | 0.79% | 15.86% | - |
 Yelp (YELP) | 0.14% | 0.71% | 15.94% | - |
 Rockwool (ROCKB.CO) | 0.12% | 0% | 7.58% | 2/20/2024 |
 Voestalpine (VOE.DE) | 0.11% | 0% | 7.58% | 2/2/2023 |
 JOST (JST.DE) | 0.11% | 1.92% | 6.02% | - |
 IAC (IAC) | 0.1% | 0.64% | 14.61% | - |
 Block Inc. (XYZ) | 0.1% | 1.23% | 9.3% | - |
 Douglas AG (DOU.DE) | 0.09% | 1.64% | 6.02% | - |
 Builders FirstSource (BLDR) | 0.09% | 0.73% | 11.88% | - |
 Euronet (EEFT) | 0.08% | 0.61% | 11.64% | - |
 Enova (ENVA) | 0.08% | 0.62% | 12.03% | - |
 Teleperformance (TEP.PA) | 0.06% | 0.77% | 6.02% | - |
 MicroStrategy (MSTR) | 0.03% | 0.81% | 2.97% | - |
 Marathon Digital (MARA) | 0.02% | 0.73% | 2.73% | - |
 ANGI Homeservices (ANGI) | 0% | 0% | 0.94% | 4/14/2025 |
 Gen Digital (GEN) | 0% | 0% | 0.08% | 4/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Brookfield (BN.US) | 5.42% | 8% |
| AT&T (T) | 5.89% | 7.86% |
| Imperial Brands (IMB.L) | 5.22% | 7.35% |
| Shell (SHEL.L) | 5.89% | 6.6% |
| Prosus (PRX.NV) | 4.36% | 5.8% |
| Signet (SIG) | 3.76% | 4.9% |
| Salzgitter (SZG.DE) | 6.64% | 4.41% |
| Golub Capital BDC (GBDC) | 4.34% | 4.24% |
| Warner Bros Discovery (WBD) | 3.95% | 4.23% |
| Norsk Hydro (NHY.OL) | 3.82% | 3.95% |
| K+S (SDF.DE) | 6.17% | 3.9% |
| Evonik (EVK.DE) | 4% | 3.88% |
| Aurubis (NDA.DE) | 3.53% | 3.77% |
| Vopak (VPK.NV) | 2.57% | 3.69% |
| Volkswagen (VOW3.DE) | 4.85% | 3.68% |
| Vodafone (VOD) | 5.08% | 3.37% |
| Pfizer (PFE) | 3.27% | 3.2% |
| Vale (VALE) | 4.22% | 3.14% |
| Lufthansa (LHA.DE) | 3.09% | 3.03% |
| Signify (LIGHT.NV) | 4.1% | 2.85% |
| Stora Enso (STERV.HE) | 3.27% | 2.76% |
| Vodafone (VOD.L) | 1.58% | 1.63% |
| abrdn (ABDN.L) | 0.94% | 0.97% |
| Neste (NESTE.HE) | 1.33% | 0.96% |
| Dropbox (DBX) | 0.92% | 0.94% |
| Lynas (LYC.ASX) | 0.72% | 0.73% |
| MP Materials (MP) | 0.89% | 0.69% |