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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
AMZN99.73%
T99.73%
F99.73%
ROG.ZU99.73%
PBF99.73%
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) | 18.86% | 25.51% | 99.73% | - |
 Targa Resources (TRGP) | 9.63% | 0% | 52.69% | 4/3/2024 |
 AMD (AMD) | 8.15% | 10.96% | 99.67% | - |
| Ford (F) | 6.63% | 5.58% | 99.73% | - |
| AT&T (T) | 5.75% | 6.79% | 99.73% | - |
 BMW (BMW.DE) | 4.88% | 3.97% | 99.67% | - |
 Petra Diamonds (PDL.L) | 4.22% | 1.25% | 99.73% | - |
 Kohl's (KSS) | 4.19% | 1.92% | 99.73% | - |
| Amazon (AMZN) | 4.04% | 4.65% | 99.73% | - |
 Invesco S&P 500 Low Volatility (SPLV) | 3.95% | 3.91% | 99.73% | - |
 Nio (NIO) | 3.93% | 2.24% | 99.73% | - |
 Cardano (ADA) | 3.52% | 1.66% | 99.73% | - |
 Daqo New Energy (DQ) | 3.34% | 2.15% | 99.73% | - |
| Roche (ROG.ZU) | 1.69% | 1.7% | 99.73% | - |
 Warner Bros Discovery (WBD) | 0.81% | 1.62% | 93.02% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| PBF Energy (PBF) | 4.27% | 13.61% |
| AMD (AMD) | 5.05% | 12.68% |
| Ford (F) | 2.56% | 6.52% |
| AT&T (T) | 7.28% | 6.44% |
| Amazon (AMZN) | 3.92% | 5.29% |
| BMW (BMW.DE) | 2.77% | 5.01% |
| Invesco S&P 500 Low Volatility (SPLV) | 2.98% | 3.94% |
| Kohl's (KSS) | 2.77% | 3.26% |
| Daqo New Energy (DQ) | 6.78% | 2.87% |
| Nio (NIO) | 12.63% | 2.03% |
| Cardano (ADA) | 5.71% | 2.02% |
| Roche (ROG.ZU) | 2.13% | 1.84% |
| Warner Bros Discovery (WBD) | 1.62% | 1.79% |
| Petra Diamonds (PDL.L) | 5.98% | 1.29% |
Cash & Instruments Over Time
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