Portfolio Diversification
Range
Most Diversified
7 instruments
September 8, 2023
Least Diversified
0 instruments
January 1, 2022
Average
4.3 instruments
Most Consistent Holdings
Top 5
SPX50088.66%
GLD80.73%
GER4080.5%
GSK.L55.56%
BATS.L55.48%
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 |
|---|---|---|---|---|
| GER40 Index (Non Expiry) (GER40) | 19.34% | 59.89% | 80.5% | - |
| SPX500 Index (Non Expiry) (SPX500) | 18.19% | 23.68% | 88.66% | - |
| SPDR Gold (GLD) | 1.92% | 7.49% | 80.73% | - |
| BAT (BATS.L) | 1.21% | 5.62% | 55.48% | - |
| GSK (GSK.L) | 1.08% | 3.67% | 55.56% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.38% | 0% | 11.26% | 10/26/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.35% | 0% | 37.04% | 10/13/2023 |
 Adidas (ADS.DE) | 0.2% | 0% | 23.36% | 2/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| GER40 Index (Non Expiry) (GER40) | 37.96% | 39.87% |
| SPX500 Index (Non Expiry) (SPX500) | 37.96% | 35.89% |
| SPDR Gold (GLD) | 1.9% | 2.82% |
| BAT (BATS.L) | 1.9% | 2.02% |
| GSK (GSK.L) | 1.9% | 1.77% |