Portfolio Diversification
Range
Most Diversified
22 instruments
March 26, 2022
Least Diversified
0 instruments
February 7, 2025
Average
13 instruments
Most Consistent Holdings
Top 5
GOOG62.11%
MSFT59.85%
NVDA56.75%
META56.45%
NFLX50.87%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 4.81% | 7.55% | 59.85% | - |
| NVIDIA (NVDA) | 4.68% | 6.82% | 56.75% | - |
| Alphabet (GOOG) | 4.58% | 5.15% | 62.11% | - |
| Meta (META) | 4.29% | 7.44% | 56.45% | - |
 ExxonMobil (XOM) | 3.87% | 0% | 46.87% | 10/15/2024 |
 Rolls-Royce (RR.L) | 3.85% | 8.87% | 48.08% | - |
| Netflix (NFLX) | 3.68% | 5.92% | 50.87% | - |
 Goldman Sachs (GS) | 3.36% | 4.91% | 47.02% | - |
 JPMorgan (JPM) | 3.29% | 4.96% | 45.28% | - |
 Citi (C) | 3.19% | 5.05% | 48.45% | - |
 Chevron (CVX) | 3.14% | 0% | 40.6% | 10/15/2024 |
 Apple (AAPL) | 3.11% | 0% | 40.98% | 1/22/2025 |
 American Express (AXP) | 3.03% | 5.21% | 43.55% | - |
 Amazon (AMZN) | 2.89% | 7.56% | 38.19% | - |
 Valero (VLO) | 2.86% | 0% | 38.42% | 9/11/2024 |
 Marathon Petroleum (MPC) | 2.8% | 0% | 35.32% | 10/14/2024 |
 Shell (SHEL.L) | 2.75% | 0% | 38.87% | 11/3/2023 |
 BP (BP.L) | 2.55% | 0% | 34.94% | 5/19/2023 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 2.27% | 0% | 26.42% | 1/24/2023 |
 ConocoPhillips (COP) | 2.08% | 0% | 26.34% | 1/4/2024 |
 Occidental (OXY) | 1.91% | 0% | 26.79% | 10/27/2023 |
 iShares Silver Trust (SLV) | 1.83% | 0% | 25.66% | 3/19/2025 |
 Phillips 66 (PSX) | 1.81% | 0% | 21.96% | 9/13/2024 |
 Walmart (WMT) | 1.42% | 0% | 20.75% | 7/10/2025 |
 Tesla (TSLA) | 1.39% | 0% | 18.57% | 2/12/2024 |
 Glencore (GLEN.L) | 1.39% | 0% | 19.25% | 3/13/2023 |
 SPDR Gold (GLD) | 1.31% | 0% | 19.62% | 3/19/2025 |
 IAG (IAG.L) | 1.3% | 6.35% | 18.04% | - |
 Visa (V) | 1.28% | 0% | 21.96% | 7/1/2025 |
 GE (GE) | 1.27% | 0% | 18.94% | 8/13/2025 |
 Adobe (ADBE) | 1.27% | 0% | 16.23% | 3/8/2024 |
 Moody's (MCO) | 1.26% | 0% | 17.43% | 11/4/2024 |
 Snowflake (SNOW) | 1.17% | 7.11% | 17.66% | - |
 Palantir (PLTR) | 1.12% | 7.33% | 14.87% | - |
 Equinor (EQNR.OL) | 1.07% | 0% | 18.57% | 5/31/2023 |
 Mastercard (MA) | 0.92% | 0% | 16.3% | 2/6/2025 |
 Schlumberger (SLB) | 0.87% | 0% | 11.09% | 11/3/2023 |
 easyJet (EZJ.L) | 0.7% | 0% | 10.57% | 4/12/2023 |
 Bank of America (BAC) | 0.69% | 0% | 10.42% | 7/31/2024 |
 S&P Global (SPGI) | 0.58% | 0% | 8.45% | 10/24/2024 |
 Lloyd's (LLOY.L) | 0.54% | 0% | 8.45% | 3/13/2023 |
 Teucrium Wheat Fund (WEAT) | 0.49% | 0% | 6.11% | 10/18/2022 |
 BAE Systems (BA.L) | 0.41% | 0% | 5.81% | 7/15/2025 |
 Morgan Stanley (MS) | 0.37% | 0% | 6.57% | 3/29/2022 |
 Freshpet (FRPT) | 0.33% | 0% | 4.45% | 5/6/2022 |
 Rio Tinto (RIO) | 0.27% | 0% | 4.98% | 7/30/2024 |
 PayPal (PYPL) | 0.26% | 0% | 5.36% | 4/13/2022 |
 Barclays (BARC.L) | 0.22% | 0% | 4% | 3/29/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.12% | 0% | 1.51% | 6/23/2025 |
 Scorpio Tankers (STNG) | 0.09% | 0% | 1.74% | 10/15/2024 |
 Match Group (MTCH) | 0.09% | 0% | 1.43% | 4/20/2022 |
 Nike (NKE) | 0.08% | 0% | 1.21% | 6/30/2023 |
 Ford (F) | 0.07% | 0% | 1.13% | 7/20/2023 |
 Sartorius (DIM.PA) | 0.06% | 0% | 1.43% | 4/13/2022 |
 Aston Martin (AML.L) | 0.05% | 0% | 1.06% | 7/5/2023 |
 Shell (SHEL) | 0.04% | 0% | 0.91% | 10/15/2024 |
 Frontline (FRO) | 0.04% | 0% | 0.83% | 7/1/2024 |
 Alibaba (BABA) | 0.04% | 0% | 1.36% | 4/19/2022 |
 Nio (NIO) | 0.03% | 0% | 1.58% | 4/19/2022 |
 Unilever (UL.US) | 0.02% | 0% | 0.45% | 10/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 9.67% | 9.69% |
| SPDR Gold (GLD) | 9.22% | 8.8% |
| Apple (AAPL) | 8.03% | 8.32% |
| JPMorgan (JPM) | 8.06% | 8.3% |
| iShares Silver Trust (SLV) | 8.94% | 8.07% |
| Goldman Sachs (GS) | 7.28% | 7.7% |
| Meta (META) | 6.8% | 7.65% |
| NVIDIA (NVDA) | 7.69% | 7.15% |
| Microsoft (MSFT) | 7.3% | 7.09% |
| American Express (AXP) | 6.67% | 7.04% |
| Netflix (NFLX) | 7.15% | 6.89% |
| Citi (C) | 5.16% | 5.39% |
| Walmart (WMT) | 3.39% | 3.65% |
| Visa (V) | 2.3% | 2.27% |
| Mastercard (MA) | 2.3% | 2.23% |