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Portfolio Diversification
Range
Most Diversified
13 instruments
July 22, 2025
Least Diversified
0 instruments
October 20, 2025
Average
8.1 instruments
Most Consistent Holdings
Top 5
BABA99.02%
CNA.L99.02%
BRK.B98.86%
CPI.L98.86%
SHEL.L98.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Centrica (CNA.L) | 50.4% | 0% | 99.02% | 5/19/2026 |
| Capita (CPI.L) | 13.64% | 0% | 98.86% | 5/19/2026 |
| Alibaba (BABA) | 12.67% | 0% | 99.02% | 5/19/2026 |
| Shell (SHEL.L) | 8.73% | 0% | 98.86% | 5/19/2026 |
| Berkshire Hathaway (BRK.B) | 4.55% | 0% | 98.86% | 5/19/2026 |
 AGNC (AGNC) | 2.62% | 0% | 81.71% | 5/19/2026 |
 Cheetah26 | 2.48% | 0% | 36.98% | 5/19/2026 |
 Terra Classic (LUNC) | 1.09% | 0% | 84.41% | 11/13/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 0.9% | 0% | 19.27% | 5/19/2026 |
 Realty Income (O) | 0.17% | 0% | 11.84% | 3/6/2024 |
 Terra 2.0 (LUNA2) | 0.06% | 0% | 78.69% | 9/1/2025 |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.65% | 1/13/2025 |
 Amplify Energy (AMPY) | 0% | 0% | 0.08% | 7/22/2025 |
 Sana (SANA) | 0% | 0% | 0.08% | 7/22/2025 |
 PG&E (PCG) | 0% | 0% | 0.08% | 7/22/2025 |
 Uniti (UNIT) | 0% | 0% | 0.08% | 7/22/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Centrica (CNA.L) | 24.64% | 36.8% |
| Capita (CPI.L) | 24.91% | 22.72% |
| Alibaba (BABA) | 12.13% | 13.95% |
| Cheetah26 | 16.17% | 9.94% |
| Shell (SHEL.L) | 6.45% | 5.33% |
| Global X Nasdaq 100 Covered Call ETF (QYLD) | 7.37% | 4.75% |
| Berkshire Hathaway (BRK.B) | 3.28% | 3.19% |
| AGNC (AGNC) | 3.35% | 2.16% |
Cash & Instruments Over Time
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