Portfolio Diversification
Range
Most Diversified
15 instruments
April 13, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.6 instruments
Most Consistent Holdings
Top 5
AMZN99.91%
T99.91%
F99.91%
BMW.DE99.91%
ROG.ZU99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 PBF Energy (PBF) | 20.62% | 0% | 99.91% | 2/1/2025 |
 Targa Resources (TRGP) | 13.23% | 0% | 72.35% | 4/3/2024 |
 AMD (AMD) | 7.45% | 0% | 99.91% | 2/1/2025 |
| Ford (F) | 6.85% | 0% | 99.91% | 2/1/2025 |
 Petra Diamonds (PDL.L) | 5.19% | 0% | 99.91% | 2/1/2025 |
| AT&T (T) | 5.15% | 0% | 99.91% | 2/1/2025 |
| BMW (BMW.DE) | 4.98% | 0% | 99.91% | 2/1/2025 |
 Kohl's (KSS) | 4.92% | 0% | 99.91% | 2/1/2025 |
 Nio (NIO) | 4.62% | 0% | 99.91% | 2/1/2025 |
 Invesco S&P 500 Low Volatility (SPLV) | 3.83% | 0% | 99.91% | 2/1/2025 |
 Daqo New Energy (DQ) | 3.73% | 0% | 99.91% | 2/1/2025 |
| Amazon (AMZN) | 3.6% | 0% | 99.91% | 2/1/2025 |
 Cardano (ADA) | 3.34% | 0% | 99.91% | 2/1/2025 |
| Roche (ROG.ZU) | 1.7% | 0% | 99.91% | 2/1/2025 |
 Warner Bros Discovery (WBD) | 0.7% | 0% | 90.69% | 2/1/2025 |
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% |