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Portfolio Diversification
Range
Most Diversified
24 instruments
April 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18.2 instruments
Most Consistent Holdings
Top 5
WMT99.74%
ABF.L99.74%
TSCO.L99.74%
TRIG.L99.74%
VTI99.74%
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) | 9.98% | 8.28% | 99.74% | - |
| Walmart (WMT) | 8.19% | 6.89% | 99.74% | - |
 Bitcoin (BTC) | 6.46% | 2.04% | 99.74% | - |
| Renewables Infrastructure Group (TRIG.L) | 5.34% | 2.94% | 99.74% | - |
| Tesco (TSCO.L) | 5.02% | 6.71% | 99.74% | - |
 Fresnillo (FRES.L) | 4.66% | 6.39% | 94.36% | - |
 Newmont (NEM) | 4.35% | 12.22% | 70.36% | - |
| ABF (ABF.L) | 3.15% | 2.51% | 99.74% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 3.07% | 2.01% | 99.68% | - |
 Grafton Group (GFTU.L) | 2.52% | 2.28% | 96.37% | - |
 Oil (Non Expiry) (OIL) | 2.27% | 0% | 33.4% | 3/6/2026 |
 Ethereum (ETH) | 2.16% | 0% | 75.1% | 4/7/2025 |
 XRP (XRP) | 1.85% | 2.32% | 99.68% | - |
 Monolithic Power (MPWR) | 1.53% | 0% | 49.35% | 11/20/2025 |
 State Street (STT) | 1.52% | 0% | 73.41% | 3/11/2025 |
 Bank of America (BAC) | 1.42% | 2.22% | 56.49% | - |
 Mondi (MNDI.L) | 1.37% | 0% | 38.2% | 11/13/2023 |
 JPMorgan (JPM) | 1.29% | 4.42% | 27.24% | - |
 Silver (Non Expiry) (SILVER) | 1.28% | 0% | 17.7% | 11/28/2025 |
 Equity Residential (EQR) | 1.2% | 0.94% | 99.74% | - |
 Polymetal International PLC (POLY.L) | 1.08% | 0% | 29.38% | 6/23/2023 |
 Gold (Non Expiry) (GOLD) | 0.77% | 0% | 20.69% | 9/13/2024 |
 SolarEdge (SEDG) | 0.67% | 0% | 31.71% | 9/15/2023 |
 First Solar (FSLR) | 0.49% | 0% | 13.1% | 9/22/2022 |
 National Grid (NG.L) | 0.43% | 0% | 14.85% | 9/22/2022 |
 Barrick (B) | 0.42% | 0% | 5.71% | 3/30/2022 |
 Cardano (ADA) | 0.36% | 0.15% | 99.48% | - |
 easyJet (EZJ.L) | 0.35% | 1.7% | 26.33% | - |
 Copper (Expiring Future) (COPPER.FUT) | 0.31% | 0% | 8.82% | 2/24/2026 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.29% | 0% | 9.66% | 2/27/2024 |
 Freeport-McMoRan (FCX) | 0.16% | 0% | 5.51% | 7/14/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.11% | 0% | 2.92% | 1/30/2026 |
 Nordex (NDX1.DE) | 0.1% | 0% | 6.49% | 6/30/2022 |
 Tritax (BBOX.L) | 0.09% | 0% | 4.35% | 3/9/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.05% | 0% | 1.23% | 11/15/2022 |
 UK100 Index (Non Expiry) (UK100) | 0.05% | 0% | 1.17% | 10/3/2022 |
 Costco (COST) | 0.03% | 0% | 1.1% | 3/21/2022 |
 Songbird (SGB) | 0% | 0% | 6.03% | 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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