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
WMT99.86%
ABF.L99.86%
TSCO.L99.86%
TRIG.L99.86%
VTI99.86%
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) | 9.97% | 12.85% | 99.86% | - |
| Walmart (WMT) | 8.36% | 6.04% | 99.86% | - |
 Bitcoin (BTC) | 6.86% | 2.31% | 99.86% | - |
| Renewables Infrastructure Group (TRIG.L) | 5.56% | 2.98% | 99.86% | - |
| Tesco (TSCO.L) | 4.92% | 6.13% | 99.86% | - |
 Fresnillo (FRES.L) | 4.49% | 5.82% | 94.01% | - |
 Newmont (NEM) | 3.67% | 11.13% | 67.94% | - |
| ABF (ABF.L) | 3.2% | 2.92% | 99.86% | - |
 Global X Lithium & Battery Tech ETF (LIT) | 3.19% | 1.56% | 99.79% | - |
 Grafton Group (GFTU.L) | 2.54% | 2.35% | 96.19% | - |
 Ethereum (ETH) | 2.35% | 0% | 81.61% | 4/7/2025 |
 Oil (Non Expiry) (OIL) | 1.95% | 8.02% | 31.08% | - |
 XRP (XRP) | 1.8% | 3.11% | 99.79% | - |
 Monolithic Power (MPWR) | 1.66% | 0% | 53.63% | 11/20/2025 |
 State Street (STT) | 1.65% | 0% | 79.77% | 3/11/2025 |
 Mondi (MNDI.L) | 1.49% | 0% | 41.51% | 11/13/2023 |
 Silver (Non Expiry) (SILVER) | 1.4% | 0% | 19.24% | 11/28/2025 |
 Bank of America (BAC) | 1.35% | 2.05% | 52.85% | - |
 Equity Residential (EQR) | 1.23% | 0.94% | 99.86% | - |
 Polymetal International PLC (POLY.L) | 1.17% | 0% | 31.92% | 6/23/2023 |
 JPMorgan (JPM) | 1.01% | 4.32% | 21.07% | - |
 Gold (Non Expiry) (GOLD) | 0.83% | 0% | 22.48% | 9/13/2024 |
 SolarEdge (SEDG) | 0.73% | 0% | 34.46% | 9/15/2023 |
 First Solar (FSLR) | 0.53% | 0% | 14.24% | 9/22/2022 |
 National Grid (NG.L) | 0.46% | 0% | 16.14% | 9/22/2022 |
 Barrick (B) | 0.46% | 0% | 6.2% | 3/30/2022 |
 Cardano (ADA) | 0.37% | 0.21% | 99.79% | - |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.31% | 0% | 10.5% | 2/27/2024 |
 Copper (Expiring Future) (COPPER.FUT) | 0.27% | 0% | 6.69% | 9/9/2022 |
 easyJet (EZJ.L) | 0.25% | 1.27% | 20.08% | - |
 Freeport-McMoRan (FCX) | 0.18% | 0% | 5.99% | 7/14/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.12% | 0% | 3.1% | 4/9/2025 |
 Nordex (NDX1.DE) | 0.11% | 0% | 7.05% | 6/30/2022 |
 Tritax (BBOX.L) | 0.1% | 0% | 4.72% | 3/9/2022 |
 SPX500 Index (Non Expiry) (SPX500) | 0.06% | 0% | 1.34% | 11/15/2022 |
 UK100 Index (Non Expiry) (UK100) | 0.05% | 0% | 1.27% | 10/3/2022 |
 Costco (COST) | 0.03% | 0% | 1.2% | 3/21/2022 |
 Songbird (SGB) | 0% | 0% | 6.55% | 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% |