Portfolio Diversification
Range
Most Diversified
9 instruments
October 13, 2023
Least Diversified
7 instruments
January 2, 2023
Average
8.1 instruments
Most Consistent Holdings
Top 5
BRK.B100%
BABA100%
CNA.L100%
CPI.L100%
SHEL.L100%
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) | 54.05% | 49.49% | 100% | - |
| Capita (CPI.L) | 12.83% | 12.77% | 100% | - |
| Alibaba (BABA) | 12.07% | 15.23% | 100% | - |
| Shell (SHEL.L) | 9.76% | 7.4% | 100% | - |
| Berkshire Hathaway (BRK.B) | 5.01% | 4.4% | 100% | - |
 AGNC (AGNC) | 2.78% | 2.75% | 76.99% | - |
 Terra Classic (LUNC) | 1.41% | 0.5% | 100% | - |
 Cheetah26 | 1% | 5.79% | 17.7% | - |
 Realty Income (O) | 0.23% | 0% | 16.04% | 3/6/2024 |
 Terra 2.0 (LUNA2) | 0.09% | 0.02% | 100% | - |
 EUR/USD (EURUSD) | 0.02% | 0% | 0.88% | 1/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Centrica (CNA.L) | 37.05% | 52.98% |
| Alibaba (BABA) | 18.24% | 15.56% |
| Capita (CPI.L) | 19.73% | 10.73% |
| Shell (SHEL.L) | 9.69% | 9.18% |
| Berkshire Hathaway (BRK.B) | 4.93% | 5.55% |
| AGNC (AGNC) | 5.04% | 3.58% |
| Terra Classic (LUNC) | 3.56% | 1.34% |
| Terra 2.0 (LUNA2) | 0.47% | 0.08% |