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
SPX50088.24%
GLD80.02%
GER4079.78%
GSK.L53.92%
BATS.L53.84%
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) | 18.04% | 53.27% | 79.78% | - |
| SPX500 Index (Non Expiry) (SPX500) | 17.97% | 23.79% | 88.24% | - |
| SPDR Gold (GLD) | 1.72% | 6.8% | 80.02% | - |
| BAT (BATS.L) | 1.04% | 5.58% | 53.84% | - |
| GSK (GSK.L) | 0.98% | 3.61% | 53.92% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.4% | 0% | 11.68% | 10/26/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.37% | 0% | 38.4% | 10/13/2023 |
 Adidas (ADS.DE) | 0.21% | 0% | 24.22% | 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% |