Portfolio Diversification
Range
Most Diversified
24 instruments
April 21, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18.4 instruments
Most Consistent Holdings
Top 5
WMT99.92%
ABF.L99.92%
TSCO.L99.92%
TRIG.L99.92%
VTI99.92%
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) | 9.79% | 11.04% | 99.92% | - |
| Walmart (WMT) | 8.14% | 10.94% | 99.92% | - |
 Bitcoin (BTC) | 7.56% | 2.64% | 99.92% | - |
| Renewables Infrastructure Group (TRIG.L) | 5.95% | 3.5% | 99.92% | - |
| Tesco (TSCO.L) | 4.84% | 5.33% | 99.92% | - |
 Fresnillo (FRES.L) | 4.07% | 7.14% | 93.12% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 3.53% | 0.89% | 99.84% | - |
| ABF (ABF.L) | 3.29% | 2.76% | 99.92% | - |
 Newmont (NEM) | 3.04% | 5.63% | 62.82% | - |
 Ethereum (ETH) | 2.73% | 0% | 94.84% | 4/7/2025 |
 Grafton Group (GFTU.L) | 2.61% | 2.47% | 95.66% | - |
 State Street (STT) | 1.92% | 0% | 92.71% | 3/11/2025 |
 Mondi (MNDI.L) | 1.73% | 0% | 48.24% | 11/13/2023 |
 Monolithic Power (MPWR) | 1.5% | 2.84% | 48.81% | - |
 XRP (XRP) | 1.48% | 3.39% | 99.84% | - |
 Polymetal International PLC (POLY.L) | 1.36% | 0% | 37.1% | 6/23/2023 |
 Equity Residential (EQR) | 1.28% | 1.03% | 99.92% | - |
 Bank of America (BAC) | 1.22% | 2.62% | 45.29% | - |
 Gold (Non Expiry) (GOLD) | 0.97% | 0% | 26.13% | 9/13/2024 |
 SolarEdge (SEDG) | 0.85% | 0% | 40.05% | 9/15/2023 |
 Oil (Non Expiry) (OIL) | 0.81% | 0% | 20.48% | 4/4/2025 |
 First Solar (FSLR) | 0.61% | 0% | 16.54% | 9/22/2022 |
 National Grid (NG.L) | 0.54% | 0% | 18.76% | 9/22/2022 |
 Barrick (B) | 0.53% | 0% | 7.21% | 3/30/2022 |
 JPMorgan (JPM) | 0.49% | 5.26% | 8.35% | - |
 Silver (Non Expiry) (SILVER) | 0.39% | 0% | 13.1% | 4/23/2025 |
 Cardano (ADA) | 0.38% | 0.37% | 99.84% | - |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.36% | 0% | 12.2% | 2/27/2024 |
 Copper (Expiring Future) (COPPER.FUT) | 0.32% | 0% | 7.78% | 9/9/2022 |
 Freeport-McMoRan (FCX) | 0.2% | 0% | 6.96% | 7/14/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.14% | 0% | 3.6% | 4/9/2025 |
 Nordex (NDX1.DE) | 0.13% | 0% | 8.19% | 6/30/2022 |
 Tritax (BBOX.L) | 0.12% | 0% | 5.49% | 3/9/2022 |
 easyJet (EZJ.L) | 0.1% | 1.06% | 7.21% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.07% | 0% | 1.56% | 11/15/2022 |
 UK100 Index (Non Expiry) (UK100) | 0.06% | 0% | 1.47% | 10/3/2022 |
 Costco (COST) | 0.04% | 0% | 1.39% | 3/21/2022 |
 Songbird (SGB) | 0% | 0% | 7.62% | 4/19/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 7.8% | 14.11% |
| Vanguard Total Stock Market ETF (VTI) | 9.36% | 11.21% |
| Walmart (WMT) | 6.09% | 10.49% |
| Tesco (TSCO.L) | 4.68% | 5.1% |
| Newmont (NEM) | 5.46% | 4.13% |
| Renewables Infrastructure Group (TRIG.L) | 6.24% | 3.89% |
| Ethereum (ETH) | 4.68% | 3.72% |
| Fresnillo (FRES.L) | 4.68% | 3.4% |
| XRP (XRP) | 3.12% | 3.36% |
| ABF (ABF.L) | 3.12% | 2.84% |
| Monolithic Power (MPWR) | 2.34% | 2.52% |
| Grafton Group (GFTU.L) | 3.12% | 2.44% |
| State Street (STT) | 2.34% | 2.14% |
| Equity Residential (EQR) | 1.56% | 1.12% |
| Global X Lithium & Battery Tech ETF (LIT) | 1.87% | 1.01% |
| Cardano (ADA) | 1.56% | 0.49% |