Portfolio Diversification
Range
Most Diversified
7 instruments
September 8, 2023
Least Diversified
0 instruments
January 1, 2022
Average
4.4 instruments
Most Consistent Holdings
Top 5
SPX50089.32%
GLD81.77%
GER4081.55%
GSK.L58.05%
BATS.L57.98%
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) | 21.58% | 60.36% | 81.55% | - |
| SPX500 Index (Non Expiry) (SPX500) | 18.47% | 20.96% | 89.32% | - |
| SPDR Gold (GLD) | 2.32% | 9.84% | 81.77% | - |
| BAT (BATS.L) | 1.49% | 6.76% | 57.98% | - |
| GSK (GSK.L) | 1.28% | 5.27% | 58.05% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.36% | 0% | 10.61% | 10/26/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.33% | 0% | 34.9% | 10/13/2023 |
 Adidas (ADS.DE) | 0.19% | 0% | 22.01% | 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% |