Portfolio Diversification
Range
Most Diversified
13 instruments
July 22, 2025
Least Diversified
7 instruments
January 2, 2023
Average
8.2 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) | 53.83% | 43.7% | 100% | - |
| Capita (CPI.L) | 12.76% | 8.59% | 100% | - |
| Alibaba (BABA) | 12.27% | 16.6% | 100% | - |
| Shell (SHEL.L) | 9.65% | 7.54% | 100% | - |
| Berkshire Hathaway (BRK.B) | 4.98% | 4.49% | 100% | - |
 AGNC (AGNC) | 2.78% | 2.83% | 78.15% | - |
 Terra Classic (LUNC) | 1.36% | 0.51% | 100% | - |
 Cheetah26 | 1.24% | 0% | 21.64% | 8/19/2025 |
 Realty Income (O) | 0.22% | 0% | 15.23% | 3/6/2024 |
 Terra 2.0 (LUNA2) | 0.08% | 0.02% | 100% | - |
 EUR/USD (EURUSD) | 0.01% | 0% | 0.84% | 1/13/2025 |
 Amplify Energy (AMPY) | 0% | 0% | 0.11% | 7/22/2025 |
 Sana (SANA) | 0% | 0% | 0.11% | 7/22/2025 |
 PG&E (PCG) | 0% | 0% | 0.11% | 7/22/2025 |
 Uniti (UNIT) | 0% | 0% | 0.11% | 7/22/2025 |
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% |