Portfolio Diversification
Range
Most Diversified
11 instruments
July 25, 2024
Least Diversified
0 instruments
February 18, 2022
Average
3.4 instruments
Most Consistent Holdings
Top 5
GLD73.81%
GER4063.23%
BRK.B20.11%
O20.11%
AEM20.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since February 18, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| GER40 Index (Non Expiry) (GER40) | 4.18% | 0% | 63.23% | 4/9/2025 |
| SPDR Gold (GLD) | 2.17% | 0% | 73.81% | 12/16/2024 |
 Financial Select Sector SPDR (XLF) | 1.09% | 0% | 8.82% | 12/16/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.06% | 0% | 18.87% | 4/24/2025 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0.6% | 0% | 11.82% | 1/3/2023 |
 Communication Services Select Sector SPDR Fund (XLC) | 0.58% | 0% | 11.11% | 9/6/2024 |
| Agnico Eagle (AEM) | 0.49% | 0% | 20.11% | 12/16/2024 |
| Berkshire Hathaway (BRK.B) | 0.45% | 0% | 20.11% | 12/16/2024 |
 DNB (DNB.OL) | 0.45% | 0% | 20.02% | 12/17/2024 |
| Realty Income (O) | 0.44% | 0% | 20.11% | 12/16/2024 |
 Allianz (ALV.DE) | 0.42% | 0% | 19.84% | 12/16/2024 |
 Novo Nordisk (NOVO-B.CO) | 0.41% | 0% | 19.84% | 12/16/2024 |
 Gladstone Investment (GAIN) | 0.38% | 0% | 19.75% | 12/16/2024 |
 NVIDIA (NVDA) | 0.18% | 0% | 4.94% | 9/29/2023 |
 Tesla (TSLA) | 0.14% | 0% | 3.97% | 9/21/2023 |
 Gold (Non Expiry) (GOLD) | 0.07% | 0% | 0.53% | 4/10/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|