Portfolio Diversification
Range
Most Diversified
7 instruments
September 8, 2023
Least Diversified
0 instruments
January 1, 2022
Average
4.2 instruments
Most Consistent Holdings
Top 5
SPX50087.04%
GLD77.96%
GER4077.7%
BATS.L49.18%
GSK.L49.18%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPX500 Index (Non Expiry) (SPX500) | 16.44% | 47.09% | 87.04% | - |
| GER40 Index (Non Expiry) (GER40) | 15.73% | 37.09% | 77.7% | - |
| SPDR Gold (GLD) | 1.35% | 3.57% | 77.96% | - |
| GSK (GSK.L) | 0.79% | 2.06% | 49.18% | - |
| BAT (BATS.L) | 0.76% | 2.4% | 49.18% | - |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.44% | 0% | 12.88% | 10/26/2023 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 0.4% | 0% | 42.35% | 10/13/2023 |
 Adidas (ADS.DE) | 0.23% | 0% | 26.71% | 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% |