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Portfolio Diversification
Range
Most Diversified
78 instruments
February 7, 2024
Least Diversified
0 instruments
February 2, 2025
Average
55.6 instruments
Most Consistent Holdings
Top 5
UNG99.44%
HRL98.71%
MCG.L98.71%
PFE98.39%
ZM96.54%
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 |
|---|---|---|---|---|
| US Natural Gas (UNG) | 2.6% | 1.16% | 99.44% | - |
 Vanguard S&P 500 ETF (VOO) | 2.55% | 13.09% | 30.43% | - |
 Etsy (ETSY) | 2.48% | 0% | 66.75% | 6/4/2025 |
 ProShares UltraPro Short QQQ (SQQQ) | 2.27% | 0% | 76.01% | 8/25/2025 |
| Pfizer (PFE) | 2.24% | 1.31% | 98.39% | - |
 Global Payments (GPN) | 2.24% | 1.62% | 60.87% | - |
 BP (BP.US) | 1.99% | 0% | 53.22% | 2/3/2026 |
 easyJet (EZJ.L) | 1.36% | 0% | 34.46% | 7/21/2025 |
 Johnson & Johnson (JNJ) | 1.36% | 0% | 48.55% | 9/12/2024 |
 Halliburton (HAL) | 1.26% | 0% | 38.41% | 1/5/2026 |
 Star Bulk (SBLK) | 1.24% | 0% | 42.83% | 1/28/2026 |
 Moneysupermarket (MONY.L) | 1.15% | 0.61% | 62.88% | - |
 DCC (DCC.L) | 1.13% | 0% | 50.48% | 4/29/2026 |
 Stanmore Resources Ltd (SMR.ASX) | 1.06% | 2.11% | 51.85% | - |
 BAT (BATS.L) | 1.01% | 0% | 67.23% | 11/26/2025 |
 VF Corp (VFC) | 1% | 0% | 50.48% | 10/7/2024 |
 iShares USD Short Duration Corp Bond UCITS ETF (SDIA.L) | 0.98% | 2.48% | 25.28% | - |
 Stellantis (STLA.US) | 0.94% | 0.93% | 59.82% | - |
 Anglo American (AAL.L) | 0.92% | 0% | 46.3% | 9/25/2024 |
 GlaxoSmithKline (GSK) | 0.91% | 0% | 38% | 10/1/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.9% | 0% | 58.29% | 12/1/2025 |
| Zoom (ZM) | 0.82% | 0% | 96.54% | 5/4/2026 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 0.81% | 0% | 36.23% | 4/3/2024 |
 Chevron (CVX.US) | 0.8% | 0% | 86.63% | 2/4/2026 |
 Marston's (MARS.L) | 0.79% | 0% | 50.32% | 9/26/2024 |
 Gerdau (GGB) | 0.78% | 0.59% | 96.3% | - |
| Hormel (HRL) | 0.77% | 0.38% | 98.71% | - |
 DexCom (DXCM) | 0.74% | 0% | 26.33% | 7/21/2025 |
 1&1 (1U1.DE) | 0.72% | 0% | 21.01% | 5/16/2025 |
 Continental (CON.DE) | 0.7% | 0% | 18.52% | 5/28/2025 |
 Baidu (BIDU) | 0.7% | 0% | 52.58% | 9/17/2025 |
 United Internet (UTDI.DE) | 0.68% | 0% | 19.16% | 5/16/2025 |
 Hengan (1044.HK) | 0.67% | 0.63% | 80.76% | - |
 Concentrix (CNXC) | 0.67% | 0% | 23.11% | 7/29/2025 |
 Electrolux (ELUXB.ST) | 0.56% | 0.13% | 79.71% | - |
 Shell (SHEL) | 0.55% | 0% | 22.3% | 7/3/2025 |
 Aptiv (APTV) | 0.55% | 0.69% | 64.17% | - |
 Adobe (ADBE) | 0.55% | 1.73% | 36.23% | - |
| Mobico (MCG.L) | 0.54% | 0.01% | 94.69% | - |
 HP (HPQ) | 0.54% | 0% | 40.74% | 5/30/2024 |
 CVG (CVGI) | 0.53% | 0% | 43.96% | 5/7/2026 |
 Guardant Health (GH) | 0.53% | 0% | 59.66% | 1/21/2025 |
 Teleperformance (TEP.PA) | 0.53% | 1.66% | 30.27% | - |
 Clearway Energy (CWEN) | 0.53% | 0% | 26.17% | 5/31/2024 |
 Vanquis (VANQ.L) | 0.53% | 0% | 52.74% | 5/21/2025 |
 Cofinimmo (COFB.BR) | 0.48% | 0% | 51.53% | 5/2/2025 |
 PayPal (PYPL) | 0.47% | 1.63% | 29.71% | - |
 Nestle (NESN.ZU) | 0.46% | 0% | 47.18% | 3/4/2025 |
 Walgreens (WBA) | 0.45% | 0% | 46.86% | 12/12/2024 |
 Emerson (EMR) | 0.44% | 0% | 15.62% | 8/2/2023 |
 Capgemini (CAP.PA) | 0.44% | 1.07% | 30.35% | - |
 Nu Skin (NUS) | 0.44% | 0% | 19.24% | 6/5/2025 |
 Safestore (SAFE.L) | 0.43% | 0% | 43.48% | 8/22/2024 |
 Royalty Pharma (RPRX) | 0.43% | 0% | 22.38% | 1/10/2025 |
 Micron (MU) | 0.43% | 6.93% | 9.74% | - |
 Expedia (EXPE) | 0.42% | 0% | 26.89% | 9/12/2024 |
 Sodexo (SW.PA) | 0.42% | 1.33% | 29.63% | - |
 Centene (CNC) | 0.41% | 1.8% | 33.57% | - |
 DXC Technology (DXC) | 0.41% | 0.91% | 28.99% | - |
 Check Point (CHKP) | 0.39% | 1.73% | 22.22% | - |
 Burberry (BRBY.L) | 0.39% | 0% | 44.28% | 5/30/2025 |
 Estee Lauder (EL) | 0.39% | 0% | 56.92% | 7/14/2025 |
 Alibaba (BABA) | 0.38% | 1.77% | 22.06% | - |
 Booz Allen (BAH) | 0.37% | 2.01% | 16.51% | - |
 FactSet (FDS) | 0.37% | 2.28% | 16.43% | - |
 NetApp Inc (NTAP.RTH) | 0.37% | 3.57% | 14.81% | - |
 Soitec (SOI.PA) | 0.36% | 0% | 25.68% | 4/10/2026 |
 Mosaic (MOS) | 0.35% | 0% | 39.53% | 5/19/2025 |
 Biogen (BIIB) | 0.35% | 0% | 29.95% | 12/1/2025 |
 Lloyd's (LLOY.L) | 0.34% | 0% | 27.05% | 3/21/2024 |
 Bristol-Myers Squibb (BMY) | 0.34% | 0% | 36.07% | 10/7/2024 |
 Kontoor Brands (KTB) | 0.33% | 2.67% | 12.16% | - |
 Alphabet (GOOG) | 0.33% | 3.49% | 9.74% | - |
 Cracker Barrel (CBRL) | 0.32% | 0% | 34.06% | 10/17/2024 |
 Intel (INTC) | 0.32% | 0% | 12.96% | 6/14/2023 |
 Liontrust (LIO.L) | 0.32% | 0.53% | 46.54% | - |
 Tingyi (00322.HK) | 0.32% | 0% | 32.77% | 9/26/2024 |
 GoDaddy (GDDY) | 0.32% | 1.56% | 16.51% | - |
 Direxion Daily S&P Biotech Bull 3X ETF (LABU.US) | 0.32% | 0% | 30.6% | 2/27/2024 |
 St.James's Place (STJ.L) | 0.31% | 0% | 38.33% | 11/27/2024 |
 STMicroelectronics (STM.US) | 0.3% | 0% | 17.79% | 6/4/2025 |
 Carrefour (CA.PA) | 0.3% | 0% | 35.51% | 1/2/2026 |
 Sunrun (RUN) | 0.3% | 0% | 37.28% | 5/3/2024 |
 Haemonetics (HAE) | 0.3% | 2.56% | 16.26% | - |
 iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | 0.3% | 0.8% | 24.64% | - |
 Vermilion (VET.US) | 0.3% | 0% | 36.63% | 2/3/2026 |
 Kellanova (K) | 0.3% | 0% | 28.66% | 8/5/2024 |
 FEMSA (FMX) | 0.29% | 0% | 18.12% | 5/28/2025 |
 Chubb (CB) | 0.29% | 0% | 23.91% | 11/21/2023 |
 Abrdn Palladium ETF Trust (PALL) | 0.29% | 0% | 31.32% | 10/29/2024 |
 Gilead Sciences (GILD) | 0.29% | 0% | 8.94% | 7/17/2024 |
 AECOM (ACM) | 0.29% | 1.77% | 12.16% | - |
 Hargreaves Lansdown (HL.L) | 0.29% | 0% | 19.65% | 2/20/2024 |
 Realty Income (O) | 0.29% | 0% | 26.33% | 7/12/2024 |
 NextEra (NEE) | 0.29% | 0% | 19.65% | 3/20/2024 |
 CMC Markets (CMCX) | 0.28% | 0% | 15.38% | 2/8/2024 |
 Amcor (AMCR) | 0.28% | 0% | 24.88% | 5/6/2024 |
 ApeCoin (APE) | 0.28% | 0% | 30.11% | 1/17/2024 |
 Vodafone (VOD) | 0.27% | 0% | 20.13% | 5/14/2024 |
 Kraft Heinz (KHC) | 0.26% | 0% | 18.04% | 1/9/2024 |
 BorgWarner (BWA) | 0.26% | 0% | 22.54% | 9/26/2024 |
 Cloudflare (NET) | 0.25% | 0% | 19.32% | 6/17/2024 |
 ACM Research (ACMR) | 0.25% | 0% | 14.81% | 7/18/2025 |
 Qualcomm (QCOM.RTH) | 0.25% | 2.33% | 12.32% | - |
 Lincoln National (LNC) | 0.24% | 0% | 12.08% | 12/15/2023 |
 Endeavour (EDV.ASX) | 0.24% | 0% | 16.34% | 2/12/2024 |
 Lululemon (LULU) | 0.24% | 0% | 17.55% | 11/1/2024 |
 Target (TGT) | 0.24% | 0% | 23.19% | 3/4/2024 |
 China Longyuan (0916.HK) | 0.23% | 0% | 25.2% | 6/7/2024 |
 Bio-Rad (BIO.US) | 0.23% | 0% | 21.1% | 9/17/2024 |
 Lyft (LYFT) | 0.23% | 1.98% | 12% | - |
 Nike (NKE) | 0.23% | 0% | 11.43% | 9/18/2024 |
 General Dynamics (GD) | 0.23% | 0% | 21.42% | 10/13/2023 |
 Scotiabank (BNS) | 0.23% | 0% | 20.85% | 3/20/2024 |
 BP (BP.L) | 0.23% | 0% | 17.63% | 3/15/2024 |
 Charter (CHTR) | 0.22% | 0% | 16.18% | 7/26/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.22% | 0% | 4.75% | 7/25/2025 |
 Arbor Realty (ABR) | 0.21% | 0% | 15.22% | 7/12/2023 |
 NatWest (NWG.L) | 0.21% | 0% | 18.76% | 3/21/2024 |
 Imperial Brands (IMB.L) | 0.2% | 0% | 12.24% | 5/15/2024 |
 Omnicom (OMC) | 0.2% | 0.76% | 23.11% | - |
 American Eagle (AEO) | 0.2% | 1.65% | 9.74% | - |
 Starbucks (SBUX) | 0.19% | 0% | 8.45% | 8/13/2024 |
 Ashmore (ASHM.L) | 0.18% | 0% | 16.67% | 2/8/2024 |
 Johns Lyng Group (JLG.ASX) | 0.18% | 0% | 16.91% | 7/11/2025 |
 Incyte (INCY) | 0.18% | 0% | 8.29% | 6/17/2024 |
 Lamb Weston Holdings Inc (LW.RTH) | 0.18% | 0.79% | 11.92% | - |
 AMD (AMD) | 0.17% | 0% | 13.12% | 9/26/2024 |
 JD Sports (JD.L) | 0.17% | 0% | 9.98% | 9/17/2024 |
 Paycom (PAYC) | 0.17% | 0% | 11.11% | 7/29/2024 |
 BILL (BILL) | 0.16% | 0% | 14.09% | 1/5/2026 |
 Telia (TELIA.ST) | 0.16% | 0% | 13.93% | 1/5/2024 |
 Ethereum (ETH) | 0.16% | 0% | 8.45% | 4/26/2023 |
 Betterware (BWMX) | 0.16% | 1.58% | 9.74% | - |
 UnitedHealth (UNH) | 0.16% | 0.99% | 16.51% | - |
 TUI AG (TUI.L) | 0.16% | 0% | 36.63% | 4/8/2024 |
 Gartner (IT) | 0.16% | 0.62% | 18.36% | - |
 Match Group (MTCH) | 0.16% | 0% | 11.59% | 10/7/2024 |
 Wacker Neuson (WAC.DE) | 0.16% | 0% | 4.19% | 9/19/2024 |
 ASGN (ASGN) | 0.15% | 0.3% | 22.46% | - |
 Capita (CPI.L) | 0.15% | 0% | 8.53% | 11/22/2023 |
 First Republic Bank (FRCB) | 0.15% | 0% | 69.65% | 1/14/2026 |
 Tesco (TSCO.L) | 0.15% | 0% | 14.01% | 4/23/2024 |
 Dongfeng (0489.HK) | 0.15% | 0% | 7.57% | 11/17/2023 |
 Albemarle (ALB) | 0.14% | 0% | 12.16% | 3/8/2024 |
 Disney (DIS) | 0.14% | 0% | 15.22% | 11/14/2024 |
 Legal & General (LGEN.L) | 0.14% | 0% | 12.4% | 12/7/2023 |
 Reckitt (RKT.L) | 0.14% | 0% | 7.57% | 11/1/2024 |
 Nio (NIO) | 0.14% | 0% | 12.08% | 7/5/2023 |
 Oshkosh (OSK) | 0.14% | 0% | 5.64% | 1/20/2026 |
 Medical Properties Trust (MPT) | 0.14% | 0% | 18.2% | 3/27/2024 |
 Nucor (NUE) | 0.14% | 0% | 13.53% | 7/25/2023 |
 Entain (ENT.L) | 0.13% | 0% | 7.33% | 9/17/2024 |
 JD.com (JD.US) | 0.13% | 0% | 11.92% | 4/26/2024 |
 Humana (HUM) | 0.13% | 0% | 10.23% | 7/11/2024 |
 Patterson (PDCO) | 0.13% | 0% | 6.6% | 12/11/2024 |
 Pennon (PNN.L) | 0.13% | 0% | 9.34% | 11/22/2023 |
 LTC Properties (LTC.US) | 0.13% | 0% | 10.95% | 12/4/2023 |
 Alphabet (GOOGL) | 0.13% | 0% | 3.54% | 4/26/2023 |
 Verizon (VZ) | 0.13% | 0% | 10.31% | 11/22/2023 |
 Citizens (CFG) | 0.12% | 0% | 10.06% | 12/13/2023 |
 Truist (TFC) | 0.12% | 0% | 10.71% | 12/8/2023 |
 Deere (DE) | 0.11% | 0% | 9.1% | 3/15/2024 |
 RingCentral (RNG) | 0.11% | 0% | 11.59% | 7/12/2023 |
 Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) | 0.11% | 0% | 10.87% | 12/28/2023 |
 Qualcomm (QCOM) | 0.11% | 0% | 5.96% | 10/14/2024 |
 Las Vegas Sands (LVS) | 0.11% | 0% | 4.51% | 9/27/2024 |
 ExxonMobil (XOM) | 0.11% | 0% | 10.23% | 8/9/2023 |
 LVMH (MC.PA) | 0.11% | 0% | 8.05% | 8/27/2025 |
 CTO (CTO) | 0.11% | 0.88% | 12.24% | - |
 Lamb Weston (LW) | 0.11% | 0.8% | 12.08% | - |
 Fox (FOX.US) | 0.11% | 0% | 8.94% | 4/5/2024 |
 Teleflex (TFX) | 0.11% | 0% | 6.52% | 8/25/2025 |
 Weatherford (WFRD) | 0.11% | 0% | 6.04% | 7/29/2025 |
 Kaspi.kz (KSPI) | 0.11% | 0.82% | 12.16% | - |
 Crown Castle (CCI) | 0.1% | 0% | 9.74% | 11/29/2023 |
 BT (BT.L) | 0.1% | 0% | 8.37% | 3/21/2024 |
 Air Products (APD) | 0.1% | 0% | 8.62% | 2/27/2024 |
 Cognizant (CTSH) | 0.1% | 0% | 8.94% | 7/26/2024 |
 Papa John's (PZZA) | 0.1% | 0% | 10.23% | 9/18/2024 |
 HSBC (HSBA.L) | 0.09% | 0% | 9.18% | 12/1/2025 |
 Ulta (ULTA) | 0.09% | 0% | 3.78% | 9/18/2024 |
 Standard Chartered (STAN.L) | 0.09% | 0% | 7.81% | 3/21/2024 |
 UnitedHealth (UNH.RTH) | 0.09% | 0% | 5.15% | 1/27/2026 |
 Perrigo (PRGO) | 0.09% | 0.62% | 11.76% | - |
 China Railway Construction (1186.HK) | 0.09% | 0% | 7.33% | 2/28/2024 |
 Logitech (LOGI) | 0.09% | 0% | 8.05% | 6/26/2023 |
 Unilever (ULVR.L) | 0.09% | 0% | 7.25% | 2/20/2024 |
 Tapestry (TPR) | 0.09% | 0% | 6.04% | 2/5/2024 |
 Marathon Digital (MARA) | 0.09% | 0% | 4.43% | 11/11/2024 |
 ConocoPhillips (COP) | 0.08% | 0% | 10.06% | 1/5/2026 |
 Ocado (OCDO.L) | 0.08% | 0% | 9.02% | 6/22/2023 |
 Herc Holdings (HRI) | 0.08% | 0% | 4.35% | 7/29/2025 |
 Beazley (BEZ.L) | 0.08% | 0% | 7.17% | 7/31/2024 |
 Deliveroo (ROO.L) | 0.08% | 0% | 8.29% | 4/17/2023 |
 Pinterest (PINS) | 0.08% | 0% | 4.03% | 6/22/2023 |
 Verisign (VRSN) | 0.08% | 0% | 7.57% | 7/29/2024 |
 AMC (AMC) | 0.08% | 0% | 7.49% | 7/19/2023 |
 Bitcoin (BTC) | 0.08% | 0% | 6.28% | 6/21/2023 |
 Marathon Oil (MRO) | 0.08% | 0% | 6.6% | 3/20/2024 |
 Dogecoin (DOGE) | 0.07% | 0% | 7.73% | 7/25/2023 |
 EPAM (EPAM) | 0.07% | 0% | 4.91% | 7/11/2024 |
 Johnson Matthey (JMAT.L) | 0.07% | 0% | 6.04% | 2/20/2024 |
 Rio Tinto (RIO.L) | 0.07% | 0% | 7.57% | 12/1/2025 |
 Interpublic Group (IPG) | 0.07% | 0% | 8.45% | 12/3/2025 |
 FinecoBank (FBK.MI) | 0.07% | 0% | 5.96% | 11/24/2023 |
 Crowdstrike (CRWD) | 0.07% | 0% | 6.6% | 10/10/2024 |
 GE HealthCare (GEHC) | 0.07% | 0% | 5.64% | 2/6/2024 |
 3M (MMM) | 0.07% | 0% | 5.56% | 4/30/2024 |
 Cigna (CI) | 0.07% | 0% | 5.07% | 2/7/2024 |
 Porsche (P911.DE) | 0.07% | 0% | 8.21% | 8/25/2025 |
 Schroders (SDR.L) | 0.07% | 0% | 6.28% | 7/11/2024 |
 Diageo (DGE.L) | 0.07% | 0% | 6.04% | 7/11/2024 |
 IG Group (IGG.L) | 0.07% | 0% | 5.31% | 12/8/2023 |
 Meta (META) | 0.07% | 0% | 2.98% | 5/1/2024 |
 ExlService (EXLS) | 0.07% | 0% | 5.72% | 10/11/2023 |
 Grand Canyon Education (LOPE) | 0.07% | 0% | 2.58% | 1/2/2026 |
 Rio Tinto (RIO) | 0.07% | 0% | 5.72% | 5/2/2024 |
 Invesco (IVZ.US) | 0.07% | 0% | 5.72% | 5/3/2024 |
 Amazon (AMZN) | 0.07% | 0% | 6.04% | 4/21/2023 |
 Hikma (HIK.L) | 0.06% | 0% | 5.07% | 2/9/2024 |
 Riley Exploration (REPX) | 0.06% | 0% | 6.6% | 3/26/2026 |
 Chart (GTLS) | 0.06% | 0% | 3.7% | 7/21/2025 |
 Valley National (VLY) | 0.06% | 0% | 2.82% | 6/5/2023 |
 Atkore (ATKR) | 0.06% | 0% | 3.86% | 7/23/2025 |
 Shopify (SHOP) | 0.06% | 0% | 5.64% | 6/14/2024 |
 Evoke (EVOK.L) | 0.06% | 0% | 3.86% | 9/12/2024 |
 Roche (ROP.ZU) | 0.06% | 0% | 5.15% | 7/17/2024 |
 Clear (YOU) | 0.06% | 0% | 2.58% | 1/2/2026 |
 Expedia Group Inc (EXPE.RTH) | 0.06% | 0% | 2.42% | 12/31/2025 |
 Comcast (CMCSA) | 0.05% | 0% | 4.99% | 7/26/2024 |
 Beyond Meat (BYND) | 0.05% | 0% | 4.27% | 2/24/2023 |
 IQVIA Holdings Inc. (IQV.RTH) | 0.05% | 0% | 2.01% | 1/27/2026 |
 Clean Energy (CLNE) | 0.05% | 0% | 4.75% | 5/10/2024 |
 China Coal Energy (1898.HK) | 0.05% | 0% | 4.59% | 9/19/2023 |
 BD (BDX) | 0.05% | 0% | 4.75% | 3/2/2023 |
 Leggett & Platt (LEG) | 0.05% | 0% | 4.43% | 7/11/2024 |
 Prudential (PUK) | 0.05% | 0% | 5.15% | 9/26/2024 |
 Coinbase (COIN) | 0.05% | 0% | 2.9% | 6/20/2023 |
 PNC (PNC) | 0.05% | 0% | 4.11% | 3/4/2024 |
 Deckers (DECK) | 0.05% | 0% | 2.82% | 12/17/2025 |
 Dropbox (DBX) | 0.05% | 0% | 4.43% | 4/14/2023 |
 Affirm (AFRM) | 0.05% | 0% | 2.42% | 7/13/2023 |
 Vale (VALE) | 0.05% | 0% | 4.19% | 6/15/2023 |
 Spotify (SPOT) | 0.05% | 0% | 2.42% | 2/1/2023 |
 Brown-Forman (BF-B) | 0.04% | 0% | 3.95% | 6/14/2023 |
 Betsson (BETSB.ST) | 0.04% | 0% | 2.66% | 10/24/2024 |
 Peloton (PTON) | 0.04% | 0% | 4.11% | 7/12/2023 |
 Uber (UBER) | 0.04% | 0% | 4.19% | 8/13/2024 |
 Hochschild Mining (HOC.L) | 0.04% | 0% | 4.03% | 3/23/2023 |
 ADM (ADM) | 0.04% | 0% | 3.3% | 3/13/2024 |
 Teradata (TDC) | 0.04% | 0% | 2.33% | 12/30/2025 |
 Medtronic (MDT.US) | 0.04% | 0% | 3.7% | 4/19/2023 |
 Brookdale (BKD) | 0.04% | 0% | 4.11% | 2/22/2023 |
 ITW (ITW) | 0.04% | 0% | 3.3% | 6/12/2023 |
 iShares Gold Trust (IAU) | 0.04% | 0% | 2.17% | 8/11/2025 |
 Bunge (BG) | 0.04% | 0% | 2.98% | 3/18/2024 |
 Carlisle (CSL) | 0.04% | 0% | 2.01% | 12/5/2025 |
 Yanzhou Coal (1171.HK) | 0.04% | 0% | 3.22% | 9/4/2023 |
 Federal Realty (FRT) | 0.03% | 0% | 3.06% | 7/5/2023 |
 Altria (MO) | 0.03% | 0% | 2.82% | 4/5/2024 |
 Britvic (BVIC.L) | 0.03% | 0% | 2.82% | 4/29/2024 |
 Pangaea (PANL) | 0.03% | 0% | 2.9% | 9/27/2024 |
 A O Smith (AOS) | 0.03% | 0% | 1.93% | 12/3/2025 |
 Bayer (BAYN.DE) | 0.03% | 0% | 1.77% | 6/6/2025 |
 Campbell Soup (CPB) | 0.03% | 0% | 2.74% | 1/9/2024 |
 Persimmon (PSN.L) | 0.03% | 0% | 3.06% | 2/21/2023 |
 Sony (SONY) | 0.03% | 0% | 2.9% | 5/26/2023 |
 Verizon (VZ.RTH) | 0.03% | 0% | 2.17% | 1/30/2026 |
 CSPC (01093.HK) | 0.03% | 0% | 1.53% | 10/9/2024 |
 CF Industries (CF) | 0.03% | 0% | 2.58% | 12/26/2023 |
 National Fuel (NFG) | 0.03% | 0% | 2.66% | 8/2/2023 |
 Travis Perkins (TPK.L) | 0.03% | 0% | 2.58% | 7/18/2023 |
 Healthpeak (DOC) | 0.03% | 0% | 2.33% | 3/27/2024 |
 Sirius XM (SIRI) | 0.03% | 0% | 2.5% | 5/14/2024 |
 Devon Energy (DVN) | 0.03% | 0% | 2.25% | 3/12/2024 |
 Cisco (CSCO) | 0.03% | 0% | 2.42% | 7/11/2024 |
 Invesco QQQ (QQQ) | 0.03% | 0% | 2.5% | 8/2/2023 |
 Shiba (in millions) (SHIBxM) | 0.03% | 0% | 3.14% | 3/8/2023 |
 Linde (LIN) | 0.03% | 0% | 2.33% | 4/4/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.03% | 0% | 2.17% | 5/22/2023 |
 PepsiCo (PEP) | 0.03% | 0% | 1.77% | 6/16/2023 |
 Barratt (BTRW.L) | 0.03% | 0% | 2.25% | 7/19/2023 |
 Energizer (ENR) | 0.02% | 0% | 2.82% | 2/6/2026 |
 Twist Bioscience (TWST) | 0.02% | 0% | 2.5% | 2/2/2023 |
 Abrdn Platinum ETF Trust (PPLT) | 0.02% | 0% | 2.09% | 8/22/2023 |
 Alaska Air (ALK) | 0.02% | 0% | 1.45% | 7/21/2025 |
 AT&T (T.US) | 0.02% | 0% | 2.01% | 8/9/2023 |
 Fresnillo (FRES.L) | 0.02% | 0% | 2.01% | 8/30/2023 |
 Prudential (PRU.L) | 0.02% | 0% | 1.93% | 5/3/2024 |
 Frontdoor (FTDR) | 0.02% | 0% | 1.69% | 12/1/2025 |
 ON Semiconductor (ON) | 0.02% | 0% | 1.93% | 4/29/2024 |
 Lennar (LEN) | 0.02% | 0% | 2.33% | 7/3/2025 |
 HelloFresh (HFG.DE) | 0.02% | 0% | 1.85% | 4/25/2024 |
 abrdn (ABDN.L) | 0.02% | 0% | 1.77% | 12/14/2023 |
 Civitas (CIVI) | 0.02% | 0% | 2.5% | 2/3/2026 |
 Tesla (TSLA) | 0.02% | 0% | 1.77% | 4/29/2024 |
 Newtekone (NEWT.US) | 0.02% | 0% | 2.01% | 1/27/2026 |
 Capricorn Energy (CNE.L) | 0.02% | 0% | 1.61% | 3/13/2024 |
 First Solar (FSLR) | 0.02% | 0% | 1.85% | 8/13/2024 |
 Flowers Foods (FLO) | 0.02% | 0% | 1.69% | 8/2/2023 |
 Supermicro (SMCI) | 0.02% | 0% | 1.53% | 10/7/2024 |
 Entergy (ETR) | 0.02% | 0% | 1.61% | 8/2/2023 |
 Ubisoft (UBI.PA) | 0.02% | 0% | 1.29% | 10/4/2024 |
 Ecopetrol (EC) | 0.02% | 0% | 1.61% | 7/17/2023 |
 APA (APA) | 0.02% | 0% | 1.45% | 3/19/2024 |
 Commerce Bank (CBSH) | 0.02% | 0% | 1.53% | 7/19/2023 |
 Palo Alto Networks (PANW) | 0.02% | 0% | 1.45% | 4/23/2024 |
 NSA (NSA) | 0.02% | 0% | 1.45% | 7/18/2023 |
 Aflac (AFL) | 0.02% | 0% | 1.45% | 2/16/2023 |
 IQVIA (IQV) | 0.02% | 0% | 1.77% | 1/27/2026 |
 Procter & Gamble (PG) | 0.02% | 0% | 0.81% | 3/2/2023 |
 Cal-Maine Foods (CALM) | 0.02% | 0% | 1.93% | 1/27/2026 |
 Western Union (WU) | 0.02% | 0% | 1.37% | 7/20/2023 |
 Conmed (CNMD) | 0.01% | 0% | 1.21% | 4/5/2024 |
 Tencent (0700.HK) | 0.01% | 0% | 1.21% | 4/23/2024 |
 International Paper (IP.US) | 0.01% | 0% | 1.21% | 5/7/2024 |
 Barclays (BCS) | 0.01% | 0% | 1.13% | 2/20/2024 |
 TSMC (TSM) | 0.01% | 0% | 1.13% | 5/8/2023 |
 Restaurant Group PLC (RTN.L) | 0.01% | 0% | 1.21% | 1/16/2023 |
 Scotts (SMG) | 0.01% | 0% | 1.05% | 8/28/2023 |
 Mohawk (MHK) | 0.01% | 0% | 0.97% | 12/6/2023 |
 Prysmian (PRY.MI) | 0.01% | 0% | 1.05% | 5/8/2023 |
 IAG (IAG.L) | 0.01% | 0% | 0.89% | 2/20/2024 |
 Phillips 66 (PSX) | 0.01% | 0% | 0.64% | 2/8/2023 |
 McCormick (MKC) | 0.01% | 0% | 0.81% | 3/6/2023 |
 Visa (V) | 0.01% | 0% | 0.81% | 6/2/2023 |
 Cardinal Health (CAH) | 0.01% | 0% | 0.4% | 1/6/2023 |
 Plug Power (PLUG) | 0.01% | 0% | 0.81% | 6/29/2023 |
 Astra (ASTR) | 0.01% | 0% | 0.97% | 1/13/2023 |
 Viatris (VTRS) | 0.01% | 0% | 0.72% | 1/4/2024 |
 PDD Holdings (PDD) | 0.01% | 0% | 0.72% | 4/5/2024 |
 Golden Ocean (GOGL.OL) | 0.01% | 0% | 0.72% | 8/3/2023 |
 Dominion Energy (D) | 0.01% | 0% | 0.72% | 6/16/2023 |
 CVS Health (CVS) | 0.01% | 0% | 0.81% | 7/26/2024 |
 Grainger (GWW) | 0.01% | 0% | 0.72% | 5/19/2023 |
 Lowe's (LOW) | 0.01% | 0% | 0.72% | 5/17/2023 |
 Planet Fitness (PLNT) | 0.01% | 0% | 0.64% | 3/28/2024 |
 SSR Mining (SSRM) | 0.01% | 0% | 0.64% | 12/19/2023 |
 CNBM (3323.HK) | 0.01% | 0% | 0.64% | 8/2/2023 |
 T. Rowe Price (TROW) | 0.01% | 0% | 0.64% | 1/9/2023 |
 Centrica (CNA.L) | 0.01% | 0% | 0.4% | 6/16/2023 |
 Raymond James (RJF) | 0.01% | 0% | 0.72% | 7/26/2024 |
 Salesforce (CRM) | 0.01% | 0% | 0.64% | 1/9/2023 |
 McDonald's (MCD) | 0.01% | 0% | 0.64% | 3/2/2023 |
 NVIDIA (NVDA) | 0.01% | 0% | 0.64% | 1/9/2023 |
 Versigent Ltd (VGNT) | 0.01% | 0.16% | 5.07% | - |
 Spirent (SPT.L) | 0.01% | 0% | 0.56% | 8/10/2023 |
 Core & Main (CNM) | 0.01% | 0% | 0.24% | 1/5/2026 |
 Merck (MRK) | 0.01% | 0% | 0.72% | 7/23/2025 |
 ADP (ADP) | 0.01% | 0% | 0.56% | 2/2/2023 |
 United Therapeutics (UTHR) | 0.01% | 0% | 0.48% | 4/11/2024 |
 LivePerson (LPSN) | 0.01% | 0% | 0.56% | 2/8/2023 |
 SMA (S92.DE) | 0.01% | 0% | 0.24% | 1/16/2023 |
 Paramount (PSKY) | 0.01% | 0% | 0.48% | 8/2/2023 |
 Globus (GLBS) | 0.01% | 0% | 0.48% | 7/27/2023 |
 Oracle (ORCL) | 0.01% | 0% | 0.48% | 3/31/2023 |
 Victoria's Secret (VSCO) | 0.01% | 0% | 0.48% | 7/27/2023 |
 Petrofac (PFC.L) | 0% | 0% | 0.48% | 12/6/2023 |
 Globe Life (GL) | 0% | 0% | 0.4% | 4/23/2024 |
 Whitbread (WTB.L) | 0% | 0% | 0.4% | 4/30/2024 |
 Caterpillar (CAT) | 0% | 0% | 0.4% | 6/12/2023 |
 ProShares UltraPro QQQ (TQQQ) | 0% | 0% | 0.24% | 1/18/2023 |
 Virgin Galactic (SPCE) | 0% | 0% | 0.4% | 6/28/2023 |
 Netflix (NFLX) | 0% | 0% | 0.4% | 3/15/2023 |
 Essex Property Trust (ESS) | 0% | 0% | 0.4% | 2/7/2023 |
 Lufthansa (LHA.DE) | 0% | 0% | 0.32% | 3/27/2023 |
 TPI Composites (TPICQ) | 0% | 0% | 0.32% | 6/12/2023 |
 Babcock (BAB.L) | 0% | 0% | 0.16% | 1/11/2023 |
 Daqo New Energy (DQ) | 0% | 0% | 0.32% | 8/7/2023 |
 Franklin Resources (BEN) | 0% | 0% | 0.32% | 5/3/2024 |
 IIPR (IIPR) | 0% | 0% | 0.32% | 2/13/2023 |
 IBM (IBM) | 0% | 0% | 0.24% | 1/30/2023 |
 ProShares Ultra VIX Short-Term Futures ETF (UVXY) | 0% | 0% | 0.24% | 7/27/2023 |
 PUMA (PUM.DE) | 0% | 0% | 0.24% | 4/5/2024 |
 Cedar Fair (FUN.US) | 0% | 0% | 0.24% | 4/27/2023 |
 Sherwin-Williams (SHW) | 0% | 0% | 0.16% | 1/27/2023 |
 Ternium (TX) | 0% | 0% | 0.24% | 4/24/2023 |
 Sainsbury's (SBRY.L) | 0% | 0% | 0.08% | 3/27/2024 |
 Microsoft (MSFT) | 0% | 0% | 0.16% | 6/8/2023 |
 Enphase (ENPH) | 0% | 0% | 0.16% | 4/25/2023 |
 Expeditors (EXPD) | 0% | 0% | 0.16% | 2/23/2023 |
 Elevance Health (ELV) | 0% | 0% | 0.16% | 7/14/2023 |
 Castor Maritime (CTRM) | 0% | 0% | 0.16% | 1/27/2023 |
 Samsung (SMSN.L) | 0% | 0% | 0.08% | 2/7/2023 |
 Colgate (CL) | 0% | 0% | 0.16% | 1/30/2023 |
 ADS (WMS) | 0% | 0% | 0.08% | 2/3/2023 |
 Kellogg's (KLG) | 0% | 0% | 1.93% | 10/27/2023 |
 Axon (AXON) | 0% | 0% | 0.08% | 5/11/2023 |
 Wizz Air (WIZZ.L) | 0% | 0% | 0.08% | 5/24/2024 |
 Siemens Healthineers (SHL.DE) | 0% | 0% | 0.08% | 5/11/2023 |
 SSE (SSE.L) | 0% | 0% | 0.08% | 5/10/2023 |
 Warner Bros Discovery (WBD) | 0% | 0% | 0.08% | 5/1/2024 |
 Rheinmetall (RHM.DE) | 0% | 0% | 0.08% | 4/27/2023 |
 Coca-Cola (KO) | 0% | 0% | 0.08% | 6/16/2023 |
 Carvana (CVNA) | 0% | 0% | 0.08% | 2/2/2023 |
 IWG (IWG.L) | 0% | 0% | 0.08% | 8/9/2023 |
 Skyworks (SWKS) | 0% | 0% | 0.08% | 5/3/2024 |
 Boeing (BA) | 0% | 0% | 0.08% | 8/2/2023 |
 Brown & Brown (BRO) | 0% | 0% | 0.08% | 1/25/2023 |
 Rapid7 (RPD) | 0% | 0% | 0.08% | 2/2/2023 |
 Church & Dwight (CHD) | 0% | 0% | 0.08% | 2/3/2023 |
 Antofagasta (ANTO.L) | 0% | 0% | 0.08% | 3/8/2023 |
 Cintas (CTAS) | 0% | 0% | 0.08% | 2/9/2023 |
 B&M (BME.L) | 0% | 0% | 0.08% | 7/16/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 6.67% | 8.14% |
| Star Bulk (SBLK) | 2.97% | 3.09% |
| FactSet (FDS) | 2.23% | 2.82% |
| Grand Canyon Education (LOPE) | 2.23% | 2.73% |
| iShares USD Short Duration Corp Bond UCITS ETF (SDIA.L) | 2.23% | 2.68% |
| Qualcomm (QCOM.RTH) | 2.23% | 2.65% |
| Oshkosh (OSK) | 2.23% | 2.62% |
| Booz Allen (BAH) | 2.23% | 2.6% |
| Check Point (CHKP) | 2.23% | 2.57% |
| Halliburton (HAL) | 2.23% | 2.52% |
| BP (BP.US) | 2.23% | 2.51% |
| Adobe (ADBE) | 2.23% | 2.51% |
| NetApp Inc (NTAP.RTH) | 2.23% | 2.5% |
| GoDaddy (GDDY) | 2.23% | 2.49% |
| Global Payments (GPN) | 2.52% | 2.06% |
| Stanmore Resources Ltd (SMR.ASX) | 2.22% | 1.91% |
| Teleperformance (TEP.PA) | 2.23% | 1.89% |
| Clear (YOU) | 1.48% | 1.76% |
| UnitedHealth (UNH.RTH) | 1.44% | 1.72% |
| Capgemini (CAP.PA) | 1.48% | 1.64% |
| DXC Technology (DXC) | 1.48% | 1.61% |
| Stellantis (STLA.US) | 2.23% | 1.55% |
| PayPal (PYPL) | 1.48% | 1.53% |
| Pfizer (PFE) | 2.23% | 1.37% |
| US Natural Gas (UNG) | 5.19% | 1.32% |
| Centene (CNC) | 1.48% | 1.29% |
| Sodexo (SW.PA) | 1.48% | 1.26% |
| Haemonetics (HAE) | 0.74% | 1.03% |
| BILL (BILL) | 0.74% | 0.99% |
| Omnicom (OMC) | 0.74% | 0.89% |
| UnitedHealth (UNH) | 0.74% | 0.89% |
| iShares iBonds Dec 2026 Term Treasury ETF (IBTG) | 0.74% | 0.87% |
| ConocoPhillips (COP) | 0.74% | 0.84% |
| Aptiv (APTV) | 0.74% | 0.83% |
| Carrefour (CA.PA) | 0.74% | 0.82% |
| CVG (CVGI) | 1.48% | 0.81% |
| Soitec (SOI.PA) | 1.48% | 0.8% |
| Hengan (1044.HK) | 0.74% | 0.8% |
| ASGN (ASGN) | 0.74% | 0.79% |
| DCC (DCC.L) | 0.74% | 0.75% |
| Vermilion (VET.US) | 0.74% | 0.75% |
| Chevron (CVX.US) | 0.74% | 0.74% |
| Zoom (ZM) | 0.74% | 0.7% |
| Moneysupermarket (MONY.L) | 0.74% | 0.67% |
| Gerdau (GGB) | 0.74% | 0.52% |
| Liontrust (LIO.L) | 0.74% | 0.49% |
| Electrolux (ELUXB.ST) | 0.74% | 0.42% |
| Hormel (HRL) | 0.74% | 0.42% |
| Mobico (MCG.L) | 0.74% | 0.01% |
| First Republic Bank (FRCB) | 1.48% | 0% |
Cash & Instruments Over Time
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