Portfolio Diversification
Range
Most Diversified
15 instruments
April 13, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.4 instruments
Most Consistent Holdings
Top 5
AMZN99.72%
T99.72%
F99.72%
ROG.ZU99.72%
PBF99.72%
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 |
|---|---|---|---|---|
| PBF Energy (PBF) | 18.98% | 14.75% | 99.72% | - |
 Targa Resources (TRGP) | 10.26% | 0% | 56.12% | 4/3/2024 |
 AMD (AMD) | 7.87% | 11.99% | 99.65% | - |
| Ford (F) | 6.64% | 6.71% | 99.72% | - |
| AT&T (T) | 5.7% | 6.18% | 99.72% | - |
 BMW (BMW.DE) | 4.9% | 5.04% | 99.65% | - |
 Petra Diamonds (PDL.L) | 4.42% | 1.26% | 99.72% | - |
 Kohl's (KSS) | 4.28% | 3.48% | 99.72% | - |
 Nio (NIO) | 4.06% | 1.95% | 99.72% | - |
| Amazon (AMZN) | 3.98% | 5% | 99.72% | - |
 Invesco S&P 500 Low Volatility (SPLV) | 3.94% | 3.9% | 99.72% | - |
 Cardano (ADA) | 3.62% | 2.31% | 99.72% | - |
 Daqo New Energy (DQ) | 3.39% | 3.06% | 99.72% | - |
| Roche (ROG.ZU) | 1.68% | 1.76% | 99.72% | - |
 Warner Bros Discovery (WBD) | 0.75% | 1.81% | 92.57% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| PBF Energy (PBF) | 4.32% | 14.86% |
| AMD (AMD) | 5.12% | 7.96% |
| AT&T (T) | 7.38% | 6.56% |
| Cardano (ADA) | 5.78% | 5.63% |
| Amazon (AMZN) | 3.97% | 5.59% |
| Ford (F) | 2.59% | 5.46% |
| BMW (BMW.DE) | 2.81% | 4.45% |
| Invesco S&P 500 Low Volatility (SPLV) | 3.02% | 4.29% |
| Petra Diamonds (PDL.L) | 6.05% | 2.76% |
| Kohl's (KSS) | 2.81% | 2.49% |
| Daqo New Energy (DQ) | 6.86% | 2.11% |
| Nio (NIO) | 12.8% | 1.94% |
| Roche (ROG.ZU) | 2.16% | 1.57% |
| Warner Bros Discovery (WBD) | 1.65% | 0.73% |