Portfolio Diversification
Range
Most Diversified
114 instruments
January 18, 2025
Least Diversified
0 instruments
July 29, 2022
Average
81.2 instruments
Most Consistent Holdings
Top 5
META99.79%
INTC99.79%
SHEL99.79%
AMD99.79%
GOOG99.59%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since July 29, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Meta (META) | 7.76% | 6.11% | 99.79% | - |
 Tesla (TSLA) | 6.3% | 4.43% | 93.16% | - |
 Amazon (AMZN) | 5.25% | 4.09% | 99.38% | - |
| AMD (AMD) | 4.87% | 2.94% | 99.79% | - |
| Alphabet (GOOG) | 4.72% | 3.34% | 99.59% | - |
 JPMorgan (JPM) | 3.64% | 2.36% | 99.38% | - |
| Intel (INTC) | 3.46% | 0.94% | 99.79% | - |
 ARMOUR Residential REIT (ARR) | 1.8% | 0% | 90.26% | 3/4/2025 |
 SL Green (SLG) | 1.64% | 1.46% | 87.36% | - |
 AGNC (AGNC) | 1.61% | 0.93% | 95.03% | - |
 ZIM (ZIM) | 1.52% | 0.88% | 94.09% | - |
| Shell (SHEL) | 1.47% | 0.66% | 99.79% | - |
 OCI (OCI.NV) | 1.42% | 0.34% | 82.69% | - |
 BMW (BMW.DE) | 1.39% | 2.17% | 78.76% | - |
 NVIDIA (NVDA) | 1.3% | 1.38% | 43.11% | - |
 Medical Properties Trust (MPW) | 1.3% | 0.98% | 92.33% | - |
 Verizon (VZ) | 1.27% | 1.13% | 92.02% | - |
 Altria (MO) | 1.25% | 1.02% | 96.06% | - |
 Maersk (MAERSKB.CO) | 1.22% | 1.73% | 79.27% | - |
 Bank of America (BAC) | 1.14% | 0.66% | 99.59% | - |
 BHP (BHP) | 1.13% | 0.68% | 91.71% | - |
 Petrobras (PBR.A) | 1.08% | 0.59% | 91.09% | - |
 Petrobras (PBR) | 1.08% | 0.6% | 91.92% | - |
 Coca-Cola (KO) | 1% | 1.25% | 70.47% | - |
 British American Tobacco (BTI) | 0.99% | 1.4% | 81.87% | - |
 AT&T (T) | 0.97% | 1.11% | 99.59% | - |
 Apple (AAPL) | 0.84% | 1.59% | 63.32% | - |
 Realty Income (O) | 0.83% | 1.9% | 62.59% | - |
 NN Group (NN.NV) | 0.8% | 0.88% | 80.31% | - |
 Algonquin (AQN) | 0.79% | 0% | 85.08% | 2/28/2025 |
 3M (MMM) | 0.77% | 0% | 72.85% | 8/26/2024 |
 Volkswagen (VOW3.DE) | 0.74% | 1.14% | 72.85% | - |
 Star Bulk (SBLK) | 0.74% | 0.62% | 93.37% | - |
 Sibanye Stillwater (SBSW) | 0.72% | 0% | 75.65% | 2/11/2025 |
 Vodafone (VOD) | 0.71% | 0% | 92.75% | 2/10/2025 |
 Mercedes-Benz (MBG.DE) | 0.66% | 1.26% | 73.26% | - |
 Golden Ocean (GOGL.US) | 0.63% | 0.34% | 91.92% | - |
 Starbucks (SBUX) | 0.62% | 1.37% | 47.77% | - |
 PepsiCo (PEP) | 0.6% | 1.64% | 44.66% | - |
 Kinross Gold (KGC) | 0.59% | 1.05% | 79.27% | - |
 Chimera (CIM) | 0.58% | 0.49% | 94.09% | - |
 Porsche (PAH3.DE) | 0.57% | 0.85% | 73.58% | - |
 Atlantica (AY) | 0.57% | 0% | 56.58% | 12/16/2024 |
 Global Net Lease (GNL) | 0.54% | 1.15% | 51.61% | - |
 ING (INGA.NV) | 0.54% | 0.36% | 94.09% | - |
 LVMH (MC.PA) | 0.53% | 1.67% | 47.25% | - |
 Rio Tinto (RIO) | 0.53% | 1.38% | 71.19% | - |
 Porsche (P911.DE) | 0.53% | 1.36% | 43.42% | - |
 Vale (VALE) | 0.51% | 0.96% | 67.25% | - |
 Reddit Inc (RDDT) | 0.51% | 1.2% | 40.41% | - |
 Ecopetrol (EC) | 0.5% | 0.8% | 74.82% | - |
 Nike (NKE) | 0.5% | 1.06% | 42.18% | - |
 Pfizer (PFE) | 0.48% | 0.82% | 66.84% | - |
 Yara (YAR.OL) | 0.46% | 0% | 67.46% | 2/27/2025 |
 BlackRock (BLK) | 0.46% | 0.55% | 74.4% | - |
 Devon Energy (DVN) | 0.45% | 0.86% | 70.05% | - |
 Omega Healthcare (OHI) | 0.45% | 0.39% | 82.18% | - |
 VICI Properties (VICI) | 0.45% | 0.99% | 57.82% | - |
 MFA Financial (MFA) | 0.43% | 0.18% | 94.09% | - |
 Telefonica (TEF.MC) | 0.41% | 0.42% | 91.81% | - |
 ARM (ARM) | 0.41% | 0.92% | 56.27% | - |
 Philips (PHG) | 0.4% | 0.26% | 91.92% | - |
 GE (GE) | 0.39% | 0% | 7.88% | 10/25/2022 |
 NextEra Energy Partners (XIFR) | 0.37% | 0.43% | 58.34% | - |
 Spotify (SPOT) | 0.36% | 0% | 63.73% | 4/8/2025 |
 Lumen (LUMN) | 0.36% | 0% | 70.47% | 9/24/2024 |
 Sabra Health Care REIT (SBRA) | 0.36% | 0.36% | 79.59% | - |
 Enagas (ENG.MC) | 0.35% | 0.9% | 49.22% | - |
 Norsk Hydro (NHY.OL) | 0.35% | 0% | 67.36% | 2/28/2025 |
 Telefonica (TEF) | 0.34% | 0.25% | 87.56% | - |
 PostNL (PNL.NV) | 0.34% | 0% | 76.48% | 2/11/2025 |
 K+S (SDF.DE) | 0.34% | 0% | 67.15% | 2/26/2025 |
 Warner Bros Discovery (WBD) | 0.34% | 0% | 20.52% | 3/6/2023 |
 Tyson Foods (TSN) | 0.33% | 0% | 45.91% | 5/1/2024 |
 BASF (BAS.DE) | 0.33% | 0.83% | 59.17% | - |
 Crocs (CROX) | 0.32% | 0% | 6.22% | 10/13/2022 |
 Proximus (PROX.BR) | 0.32% | 0% | 67.46% | 2/11/2025 |
 Enel (ENEL.MI) | 0.31% | 0.49% | 73.47% | - |
 CVS Health (CVS) | 0.3% | 1.26% | 36.27% | - |
 Redwood Trust (RWT) | 0.3% | 0.22% | 73.99% | - |
 AMG (AMG.NV) | 0.3% | 0% | 59.48% | 2/28/2025 |
 Newell Brands (NWL) | 0.3% | 0% | 82.69% | 1/24/2025 |
 Global X SuperDividend ETF (SDIV) | 0.3% | 0% | 74.61% | 2/5/2025 |
 Boston Properties (BXP) | 0.29% | 0.25% | 75.54% | - |
 Adobe (ADBE) | 0.29% | 0% | 2.38% | 10/12/2022 |
 Boliden (BOL.ST) | 0.26% | 0.3% | 65.28% | - |
 BW LPG (BWLPG.OL) | 0.25% | 0.59% | 42.07% | - |
 Oracle (ORCL) | 0.25% | 0.56% | 50.78% | - |
 Johnson & Johnson (JNJ) | 0.25% | 1.08% | 33.99% | - |
 Chevron (CVX) | 0.25% | 0.74% | 47.15% | - |
 Neste (NESTE.HE) | 0.25% | 0% | 59.48% | 2/28/2025 |
 Virgin Galactic (SPCE) | 0.24% | 0% | 90.78% | 1/27/2025 |
 Braskem (BAK) | 0.23% | 0% | 26.94% | 10/26/2023 |
 Viatris (VTRS) | 0.23% | 0% | 68.39% | 2/27/2025 |
 Raytheon (RTX) | 0.23% | 0.3% | 64.87% | - |
 Microsoft (MSFT) | 0.23% | 1.52% | 23.32% | - |
 ASML (ASML) | 0.22% | 1.7% | 18.96% | - |
 Ford (F) | 0.22% | 0.4% | 62.69% | - |
 Newmont (NEM) | 0.21% | 0.56% | 43.32% | - |
 Telefonica Deutschland Holding AG (O2D.DE) | 0.21% | 0% | 26.22% | 4/16/2024 |
 TPI Composites (TPIC) | 0.21% | 0.04% | 64.66% | - |
 Cemig (CIG) | 0.21% | 0.34% | 49.22% | - |
 Logitech (LOGI) | 0.2% | 0% | 60.1% | 1/21/2025 |
 Leggett & Platt (LEG) | 0.19% | 0.18% | 44.97% | - |
 Air Products (APD) | 0.19% | 0.37% | 45.08% | - |
 Evonik (EVK.DE) | 0.19% | 0.54% | 46.32% | - |
 PayPal (PYPL) | 0.19% | 0.33% | 44.77% | - |
 Dominion Energy (D) | 0.19% | 0.39% | 43.32% | - |
 SBM Offshore (SBMO.NV) | 0.18% | 0.39% | 47.56% | - |
 Cal-Maine Foods (CALM) | 0.18% | 0% | 58.76% | 2/18/2025 |
 ExxonMobil (XOM) | 0.17% | 0.32% | 45.7% | - |
 Direct Line Group (DLG.L) | 0.17% | 0% | 22.9% | 9/8/2023 |
 Hormel (HRL) | 0.17% | 0.63% | 33.37% | - |
 Electrolux (ELUXB.ST) | 0.16% | 0% | 56.99% | 1/28/2025 |
 SuRo Capital (SSSS) | 0.16% | 0% | 26.32% | 10/20/2023 |
 Paramount (PARA) | 0.15% | 0% | 62.49% | 2/5/2025 |
 Stellantis (STLAM.MI) | 0.14% | 0.63% | 21.14% | - |
 Anglo American (AAL.L) | 0.13% | 0.27% | 40.83% | - |
 Bitcoin (BTC) | 0.13% | 2.38% | 7.77% | - |
 iRobot (IRBT) | 0.12% | 0.01% | 64.87% | - |
 Perrigo (PRGO) | 0.12% | 0.46% | 29.84% | - |
 Kesko (KESKOB.HE) | 0.12% | 0% | 27.98% | 1/31/2024 |
 Lam Research (LRCX) | 0.11% | 1.33% | 12.75% | - |
 Snapchat (SNAP) | 0.11% | 0% | 6.94% | 10/27/2022 |
 MicroStrategy (MSTR) | 0.1% | 1.73% | 13.47% | - |
 Siemens Energy (ENR.DE) | 0.1% | 0% | 35.34% | 6/4/2024 |
 McDonald's (MCD) | 0.08% | 0.25% | 33.47% | - |
 Gerdau (GGB) | 0.07% | 0.16% | 33.58% | - |
 TDS (TDS) | 0.06% | 0% | 11.19% | 11/3/2023 |
 Raiffeisen Bank International AG (RAW.DE) | 0.06% | 0.24% | 26.22% | - |
 Venture Global Inc (VG) | 0.06% | 0.55% | 8.7% | - |
 PacWest Bancorp (PACW) | 0.05% | 0% | 13.37% | 7/21/2023 |
 Nordstrom (JWN) | 0.05% | 0% | 1.24% | 9/9/2022 |
 Bayer (BAYN.DE) | 0.04% | 0% | 9.53% | 2/20/2024 |
 SiTime (SITM) | 0.04% | 0% | 0.41% | 8/8/2022 |
 Constellation Brands (STZ) | 0.03% | 0.37% | 9.43% | - |
 Applied Materials (AMAT) | 0.03% | 0.85% | 4.87% | - |
 Globalstar (GSAT) | 0.03% | 0% | 3.63% | 10/25/2022 |
 IFF (IFF) | 0.03% | 0% | 5.7% | 10/6/2023 |
 Ally (ALLY) | 0.02% | 0% | 0.73% | 8/8/2022 |
 Health Catalyst (HCAT) | 0.02% | 0% | 0.52% | 8/10/2022 |
 SPDR S&P 500 UCITS ETF (SPY5.L) | 0.02% | 0.6% | 4.04% | - |
 First Republic Bank (FRCB) | 0.01% | 0% | 9.22% | 7/21/2023 |
 Apellis (APLS) | 0.01% | 0% | 1.55% | 8/15/2023 |
 Emergent BioSolutions (EBS) | 0% | 0% | 0.1% | 8/3/2022 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.73% | 5/7/2024 |
 Solventum (SOLV) | 0% | 0% | 0.1% | 4/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Tesla (TSLA) | 3.31% | 7.15% |
| Meta (META) | 2.11% | 7.05% |
| Amazon (AMZN) | 2.89% | 4.44% |
| Alphabet (GOOG) | 2.21% | 3.4% |
| AMD (AMD) | 2.32% | 2.89% |
| BMW (BMW.DE) | 3.13% | 2.44% |
| JPMorgan (JPM) | 1.34% | 2.41% |
| LVMH (MC.PA) | 2.36% | 2.06% |
| Reddit Inc (RDDT) | 0.65% | 2.02% |
| Maersk (MAERSKB.CO) | 2.07% | 1.89% |
| SL Green (SLG) | 0.9% | 1.87% |
| Apple (AAPL) | 1.42% | 1.74% |
| PepsiCo (PEP) | 2.19% | 1.72% |
| Starbucks (SBUX) | 1.54% | 1.42% |
| Porsche (P911.DE) | 2.01% | 1.35% |
| ZIM (ZIM) | 1.41% | 1.35% |
| Mercedes-Benz (MBG.DE) | 1.71% | 1.34% |
| Realty Income (O) | 1.54% | 1.33% |
| British American Tobacco (BTI) | 1.24% | 1.18% |
| Nike (NKE) | 1.6% | 1.18% |
| Coca-Cola (KO) | 1.24% | 1.16% |
| Volkswagen (VOW3.DE) | 1.65% | 1.15% |
| Global Net Lease (GNL) | 1.49% | 1.1% |
| ASML (ASML) | 1.18% | 1.02% |
| Verizon (VZ) | 1.01% | 1.01% |
| Intel (INTC) | 1.93% | 0.99% |
| Rio Tinto (RIO) | 1.18% | 0.98% |
| ARMOUR Residential REIT (ARR) | 1.53% | 0.95% |
| NVIDIA (NVDA) | 0.95% | 0.95% |
| Porsche (PAH3.DE) | 1.3% | 0.93% |
| AT&T (T) | 0.75% | 0.92% |
| Altria (MO) | 0.89% | 0.91% |
| AGNC (AGNC) | 1.06% | 0.9% |
| VICI Properties (VICI) | 1% | 0.88% |
| Johnson & Johnson (JNJ) | 1.06% | 0.88% |
| Microsoft (MSFT) | 1% | 0.88% |
| NextEra Energy Partners (XIFR) | 1.17% | 0.86% |
| Pfizer (PFE) | 1.06% | 0.85% |
| BASF (BAS.DE) | 1% | 0.84% |
| Devon Energy (DVN) | 1.18% | 0.83% |
| CVS Health (CVS) | 1.18% | 0.83% |
| Stellantis (STLAM.MI) | 0.97% | 0.83% |
| Vale (VALE) | 1.29% | 0.82% |
| BW LPG (BWLPG.OL) | 0.87% | 0.76% |
| Chevron (CVX) | 0.89% | 0.76% |
| Bank of America (BAC) | 0.64% | 0.76% |
| ARM (ARM) | 0.47% | 0.73% |
| Medical Properties Trust (MPW) | 1.65% | 0.7% |
| NN Group (NN.NV) | 0.72% | 0.7% |
| Ecopetrol (EC) | 0.97% | 0.69% |
| Enagas (ENG.MC) | 0.96% | 0.69% |
| OCI (OCI.NV) | 1.64% | 0.68% |
| Petrobras (PBR) | 0.66% | 0.66% |
| Kinross Gold (KGC) | 0.31% | 0.65% |
| Petrobras (PBR.A) | 0.61% | 0.64% |
| Hormel (HRL) | 0.73% | 0.64% |
| BlackRock (BLK) | 0.47% | 0.64% |
| Spotify (SPOT) | 0.24% | 0.64% |
| Shell (SHEL) | 0.63% | 0.63% |
| Chimera (CIM) | 0.73% | 0.59% |
| Star Bulk (SBLK) | 0.8% | 0.56% |
| BHP (BHP) | 0.56% | 0.49% |
| Oracle (ORCL) | 0.35% | 0.49% |
| Yara (YAR.OL) | 0.71% | 0.48% |
| Norsk Hydro (NHY.OL) | 0.58% | 0.48% |
| Evonik (EVK.DE) | 0.57% | 0.47% |
| Perrigo (PRGO) | 0.55% | 0.46% |
| PayPal (PYPL) | 0.35% | 0.46% |
| Enel (ENEL.MI) | 0.48% | 0.45% |
| Neste (NESTE.HE) | 0.91% | 0.44% |
| MicroStrategy (MSTR) | 0.59% | 0.43% |
| Golden Ocean (GOGL.US) | 0.45% | 0.42% |
| Air Products (APD) | 0.35% | 0.4% |
| Ford (F) | 0.5% | 0.4% |
| Lam Research (LRCX) | 0.47% | 0.39% |
| Dominion Energy (D) | 0.38% | 0.39% |
| Omega Healthcare (OHI) | 0.33% | 0.38% |
| Algonquin (AQN) | 0.73% | 0.37% |
| Telefonica (TEF.MC) | 0.4% | 0.37% |
| SBM Offshore (SBMO.NV) | 0.31% | 0.37% |
| Newmont (NEM) | 0.37% | 0.37% |
| Sabra Health Care REIT (SBRA) | 0.26% | 0.35% |
| K+S (SDF.DE) | 0.56% | 0.35% |
| Cemig (CIG) | 0.4% | 0.34% |
| Cal-Maine Foods (CALM) | 0.18% | 0.34% |
| Sibanye Stillwater (SBSW) | 1% | 0.33% |
| Boliden (BOL.ST) | 0.35% | 0.33% |
| ING (INGA.NV) | 0.21% | 0.32% |
| AMG (AMG.NV) | 0.71% | 0.32% |
| ExxonMobil (XOM) | 0.35% | 0.32% |
| Anglo American (AAL.L) | 0.27% | 0.3% |
| Boston Properties (BXP) | 0.24% | 0.29% |
| Philips (PHG) | 0.16% | 0.28% |
| Raytheon (RTX) | 0.24% | 0.27% |
| Redwood Trust (RWT) | 0.28% | 0.26% |
| Vodafone (VOD) | 0.49% | 0.26% |
| Viatris (VTRS) | 0.22% | 0.25% |
| Leggett & Platt (LEG) | 0.64% | 0.24% |
| Proximus (PROX.BR) | 0.41% | 0.23% |
| McDonald's (MCD) | 0.24% | 0.23% |
| Logitech (LOGI) | 0.18% | 0.22% |
| Raiffeisen Bank International AG (RAW.DE) | 0.21% | 0.21% |
| MFA Financial (MFA) | 0.19% | 0.21% |
| Global X SuperDividend ETF (SDIV) | 0.3% | 0.21% |
| Newell Brands (NWL) | 0.31% | 0.2% |
| Telefonica (TEF) | 0.21% | 0.2% |
| Gerdau (GGB) | 0.24% | 0.18% |
| PostNL (PNL.NV) | 0.37% | 0.18% |
| Electrolux (ELUXB.ST) | 0.28% | 0.18% |
| iRobot (IRBT) | 0.38% | 0.12% |
| Paramount (PARA) | 0.18% | 0.11% |
| TPI Composites (TPIC) | 0.38% | 0.09% |
| Virgin Galactic (SPCE) | 0.18% | 0.01% |