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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
SPX50090.07%
GLD83.06%
GER4082.86%
GSK.L61.02%
BATS.L60.95%
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) | 24.09% | 64.06% | 82.86% | - |
| SPX500 Index (Non Expiry) (SPX500) | 18.78% | 23.03% | 90.07% | - |
| SPDR Gold (GLD) | 3.01% | 8.53% | 83.06% | - |
| BAT (BATS.L) | 1.91% | 5.58% | 60.95% | - |
| GSK (GSK.L) | 1.63% | 4.72% | 61.02% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.33% | 0% | 9.86% | 10/26/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.31% | 0% | 32.43% | 10/13/2023 |
 Adidas (ADS.DE) | 0.18% | 0% | 20.45% | 2/3/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| GER40 Index (Non Expiry) (GER40) | 61.6% | 57.2% |
| SPX500 Index (Non Expiry) (SPX500) | 30.8% | 23.3% |
| SPDR Gold (GLD) | 3.85% | 10.92% |
| BAT (BATS.L) | 3.85% | 7.21% |
| GSK (GSK.L) | 3.85% | 5.79% |
Cash & Instruments Over Time
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