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Portfolio Diversification
Range
Most Diversified
24 instruments
April 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18.3 instruments
Most Consistent Holdings
Top 5
WMT99.87%
ABF.L99.87%
TSCO.L99.87%
TRIG.L99.87%
VTI99.87%
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 |
|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 10.06% | 7.89% | 99.87% | - |
| Walmart (WMT) | 8.25% | 6.56% | 99.87% | - |
 Bitcoin (BTC) | 6.61% | 1.78% | 99.87% | - |
| Renewables Infrastructure Group (TRIG.L) | 5.43% | 2.98% | 99.87% | - |
| Tesco (TSCO.L) | 4.98% | 6.49% | 99.87% | - |
 Fresnillo (FRES.L) | 4.61% | 6.61% | 94.31% | - |
 Newmont (NEM) | 4.11% | 12.81% | 69.54% | - |
| ABF (ABF.L) | 3.17% | 2.57% | 99.87% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 3.12% | 1.69% | 99.8% | - |
 Grafton Group (GFTU.L) | 2.53% | 2.31% | 96.39% | - |
 Oil (Non Expiry) (OIL) | 2.34% | 0% | 34.47% | 3/6/2026 |
 Ethereum (ETH) | 2.23% | 0% | 77.51% | 4/7/2025 |
 XRP (XRP) | 1.84% | 2.21% | 99.8% | - |
 Monolithic Power (MPWR) | 1.58% | 0% | 50.94% | 11/20/2025 |
 State Street (STT) | 1.57% | 0% | 75.77% | 3/11/2025 |
 Mondi (MNDI.L) | 1.42% | 0% | 39.42% | 11/13/2023 |
 Bank of America (BAC) | 1.39% | 2.47% | 55.22% | - |
 Silver (Non Expiry) (SILVER) | 1.33% | 0% | 18.27% | 11/28/2025 |
 Equity Residential (EQR) | 1.21% | 0.97% | 99.87% | - |
 JPMorgan (JPM) | 1.18% | 4.91% | 25.03% | - |
 Polymetal International PLC (POLY.L) | 1.11% | 0% | 30.32% | 6/23/2023 |
 Gold (Non Expiry) (GOLD) | 0.79% | 0% | 21.35% | 9/13/2024 |
 SolarEdge (SEDG) | 0.7% | 0% | 32.73% | 9/15/2023 |
 First Solar (FSLR) | 0.5% | 0% | 13.52% | 9/22/2022 |
 National Grid (NG.L) | 0.44% | 0% | 15.33% | 9/22/2022 |
 Barrick (B) | 0.44% | 0% | 5.89% | 3/30/2022 |
 Cardano (ADA) | 0.36% | 0.15% | 99.6% | - |
 Copper (Expiring Future) (COPPER.FUT) | 0.32% | 0% | 9.1% | 2/24/2026 |
 easyJet (EZJ.L) | 0.31% | 1.59% | 24.1% | - |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.3% | 0% | 9.97% | 2/27/2024 |
 Freeport-McMoRan (FCX) | 0.17% | 0% | 5.69% | 7/14/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.12% | 0% | 3.01% | 1/30/2026 |
 Nordex (NDX1.DE) | 0.1% | 0% | 6.69% | 6/30/2022 |
 Tritax (BBOX.L) | 0.1% | 0% | 4.48% | 3/9/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.05% | 0% | 1.27% | 11/15/2022 |
 UK100 Index (Non Expiry) (UK100) | 0.05% | 0% | 1.2% | 10/3/2022 |
 Costco (COST) | 0.03% | 0% | 1.14% | 3/21/2022 |
 Songbird (SGB) | 0% | 0% | 6.22% | 4/19/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 9.11% | 12.79% |
| Newmont (NEM) | 5.31% | 10.94% |
| Oil (Non Expiry) (OIL) | 15.18% | 8.18% |
| Fresnillo (FRES.L) | 1.52% | 6.19% |
| Tesco (TSCO.L) | 4.55% | 6.14% |
| Walmart (WMT) | 2.88% | 5.88% |
| JPMorgan (JPM) | 6.07% | 4.21% |
| Renewables Infrastructure Group (TRIG.L) | 6.07% | 3.01% |
| XRP (XRP) | 3.04% | 2.97% |
| ABF (ABF.L) | 3.04% | 2.92% |
| Grafton Group (GFTU.L) | 3.04% | 2.34% |
| Bitcoin (BTC) | 1.52% | 2.28% |
| Bank of America (BAC) | 3.03% | 2.06% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.82% | 1.58% |
| easyJet (EZJ.L) | 1.52% | 1.29% |
| Equity Residential (EQR) | 1.52% | 0.97% |
| Cardano (ADA) | 1.52% | 0.19% |
Cash & Instruments Over Time
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