Portfolio Diversification
Range
Most Diversified
36 instruments
February 4, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14 instruments
Most Consistent Holdings
Top 5
EVR.L94.53%
KGF.L92.34%
TSLA79.65%
FEZ47.45%
AZN.L47.17%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Tesla (TSLA) | 10.42% | 0% | 79.65% | 11/8/2024 |
 iShares 1-3 Year Treasury Bond ETF (SHY) | 9.25% | 0% | 47.17% | 1/16/2025 |
| Kingfisher (KGF.L) | 5.35% | 0% | 92.34% | 2/1/2025 |
| AstraZeneca (AZN.L) | 3.23% | 0% | 47.17% | 2/1/2025 |
 Beyond Meat (BYND) | 1.74% | 0% | 25.64% | 7/12/2023 |
 Philip Morris (PM) | 1.45% | 0% | 31.2% | 2/1/2025 |
 Galliford Try (GFRD.L) | 1.38% | 0% | 23.91% | 2/1/2025 |
 NVIDIA (NVDA) | 1.37% | 0% | 26.37% | 6/6/2024 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 1.36% | 0% | 14.69% | 5/8/2023 |
 ProShares UltraPro Short QQQ (SQQQ) | 1.23% | 0% | 11.31% | 11/15/2022 |
 Teva (TEVA) | 1.15% | 0% | 31.66% | 2/1/2025 |
 Whiting Petroleum Corp (WLL) | 1.05% | 0% | 12.68% | 6/16/2022 |
 Pfizer (PFE) | 0.89% | 0% | 24.91% | 2/1/2025 |
 Halliburton (HAL) | 0.82% | 0% | 10.49% | 4/26/2022 |
 Coinbase (COIN) | 0.78% | 0% | 20.89% | 5/8/2023 |
| Evraz PLC (EVR.L) | 0.77% | 0% | 94.53% | 2/1/2025 |
 Schlumberger (SLB) | 0.76% | 0% | 9.12% | 4/11/2022 |
 Carvana (CVNA) | 0.75% | 0% | 16.79% | 5/31/2023 |
 Callon Petroleum Co (CPE) | 0.75% | 0% | 8.58% | 6/14/2022 |
| SPDR EURO STOXX 50 ETF (FEZ) | 0.69% | 0% | 47.45% | 3/1/2024 |
 Occidental (OXY) | 0.68% | 0% | 13.78% | 6/17/2022 |
 Redfin (RDFN) | 0.68% | 0% | 13.78% | 5/31/2023 |
 Premier Foods (PFD.L) | 0.67% | 0% | 24% | 1/28/2025 |
 Lloyd's (LLOY.L) | 0.63% | 0% | 14.78% | 10/4/2022 |
 Amadeus (AMS.MC) | 0.58% | 0% | 11.95% | 5/12/2022 |
 Centamin (CEY.L) | 0.57% | 0% | 14.51% | 10/16/2024 |
 Affirm (AFRM) | 0.55% | 0% | 16.51% | 6/8/2023 |
 Alibaba (BABA) | 0.54% | 0% | 16.24% | 1/30/2025 |
 Greggs (GRG.L) | 0.54% | 0% | 10.58% | 4/27/2022 |
 WPP (WPP.L) | 0.53% | 0% | 17.97% | 11/17/2023 |
 Rolls-Royce (RR.L) | 0.53% | 0% | 22.17% | 2/27/2023 |
 Senior (SNR.L) | 0.52% | 0% | 11.95% | 5/12/2022 |
 AbbVie (ABBV) | 0.52% | 0% | 11.77% | 5/10/2022 |
 United States Oil Fund (USO) | 0.51% | 0% | 3.56% | 6/17/2022 |
 Reckitt (RKT.L) | 0.51% | 0% | 27.46% | 1/24/2025 |
 Barrick (GOLD.BARRICK) | 0.48% | 0% | 29.74% | 1/24/2025 |
 Unilever (ULVR.L) | 0.44% | 0% | 8.3% | 6/16/2022 |
 Mitie (MTO.L) | 0.43% | 0% | 12.32% | 1/9/2025 |
 QinetiQ (QQ.L) | 0.41% | 0% | 5.02% | 10/18/2024 |
 Deutsche Bank (DB) | 0.4% | 0% | 23.18% | 4/3/2023 |
 Plus500 (PLUS.L) | 0.39% | 0% | 11.95% | 4/6/2023 |
 Smith & Nephew (SN.L) | 0.37% | 0% | 12.5% | 12/9/2024 |
 BAT (BATS.L) | 0.36% | 0% | 16.61% | 2/1/2025 |
 AstraZeneca (AZN) | 0.35% | 0% | 8.76% | 2/1/2025 |
 Imperial Brands (IMB.L) | 0.34% | 0% | 7.76% | 2/1/2025 |
 MicroStrategy (MSTR) | 0.34% | 0% | 15.33% | 5/1/2023 |
 Newmont (NEM) | 0.33% | 0% | 23.72% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.27% | 0% | 6.3% | 5/1/2023 |
 EOG Resources (EOG) | 0.27% | 0% | 9.76% | 6/16/2022 |
 Petrobras (PBR) | 0.22% | 0% | 11.77% | 5/10/2022 |
 GoPro (GPRO) | 0.22% | 0% | 12.96% | 3/13/2023 |
 IMI (IMI.L) | 0.21% | 0% | 9.49% | 5/12/2022 |
 Wheaton Precious Metals (WPM) | 0.21% | 0% | 9.31% | 2/1/2025 |
 Wayfair (W) | 0.21% | 0% | 11.31% | 5/10/2023 |
 Aston Martin (AML.L) | 0.2% | 0% | 14.6% | 3/1/2023 |
 LVMH (MC.PA) | 0.2% | 0% | 11.22% | 5/11/2022 |
 NatWest (NWG.L) | 0.14% | 0% | 8.67% | 4/6/2022 |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 0.12% | 0% | 2.01% | 6/17/2022 |
 GlaxoSmithKline (GSK) | 0.12% | 0% | 5.38% | 1/23/2025 |
 GSK (GSK.L) | 0.12% | 0% | 4.47% | 1/9/2025 |
 TSMC (TSM) | 0.11% | 0% | 2.37% | 2/1/2025 |
 CVR Energy (CVI.US) | 0.11% | 0% | 8.49% | 4/4/2022 |
 easyJet (EZJ.L) | 0.11% | 0% | 14.42% | 5/8/2024 |
 VinaCapital (VOF.L) | 0.1% | 0% | 5.75% | 3/4/2022 |
 Harmony Gold (HMY) | 0.09% | 0% | 1.19% | 2/1/2025 |
 ITV (ITV.L) | 0.09% | 0% | 10.86% | 2/1/2025 |
 Polymetal International PLC (POLY.L) | 0.08% | 0% | 12.04% | 5/13/2022 |
 Barclays (BARC.L) | 0.08% | 0% | 5.57% | 3/2/2022 |
 Bristol-Myers Squibb (BMY) | 0.08% | 0% | 9.67% | 8/28/2024 |
 USD/TRY (USDTRY) | 0.08% | 0% | 6.57% | 6/22/2022 |
 Marks & Spencer (MKS.L) | 0.08% | 0% | 6.3% | 2/27/2023 |
 Greencore (GNC.L) | 0.08% | 0% | 5.02% | 5/11/2022 |
 IG Group (IGG.L) | 0.08% | 0% | 3.74% | 4/27/2022 |
 SSP Group (SSPG.L) | 0.07% | 0% | 4.74% | 5/12/2022 |
 Uber (UBER) | 0.07% | 0% | 5.38% | 11/21/2022 |
 Seagate (STX.US) | 0.07% | 0% | 1% | 2/1/2025 |
 Salesforce (CRM) | 0.07% | 0% | 9.76% | 5/8/2023 |
 Invesco QQQ (QQQ) | 0.05% | 0% | 1.19% | 12/8/2022 |
 Merck (MRK) | 0.05% | 0% | 11.68% | 5/9/2022 |
 USD/JPY (USDJPY) | 0.05% | 0% | 0.91% | 10/24/2022 |
 Marathon Oil (MRO) | 0.05% | 0% | 2.92% | 6/17/2022 |
 Arch Resources (ARCH) | 0.04% | 0% | 2.92% | 6/17/2022 |
 Devon Energy (DVN) | 0.04% | 0% | 1.92% | 6/21/2022 |
 Kinross Gold (KGC) | 0.04% | 0% | 0.36% | 2/1/2025 |
 Alphabet (GOOG) | 0.04% | 0% | 5.57% | 3/8/2022 |
 Wizz Air (WIZZ.L) | 0.04% | 0% | 2.74% | 4/14/2022 |
 Match Group (MTCH) | 0.04% | 0% | 2.65% | 12/7/2022 |
 WH Smith (SMWH.L) | 0.04% | 0% | 5.75% | 3/4/2022 |
 BOGG (BGEO.L) | 0.03% | 0% | 8.67% | 5/11/2022 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.03% | 0% | 1.73% | 4/27/2022 |
 Bitcoin (BTC) | 0.03% | 0% | 3.19% | 2/4/2022 |
 Ethereum (ETH) | 0.03% | 0% | 3.19% | 2/4/2022 |
 Russell 2000 Index (Non Expiry) (RTY) | 0.03% | 0% | 0.73% | 3/30/2023 |
 Airtel Africa (AAF.L) | 0.02% | 0% | 0.91% | 10/18/2024 |
 Brazil Index MSCI Ishares (EWZ) | 0.02% | 0% | 3.1% | 3/30/2022 |
 iShares MSCI Thailand ETF (THD) | 0.02% | 0% | 3.01% | 3/3/2022 |
 Invesco NASDAQ Next Gen 100 ETF (QQQJ) | 0.02% | 0% | 1.37% | 6/21/2022 |
 Vale (VALE) | 0.02% | 0% | 2.37% | 2/14/2023 |
 Peloton (PTON) | 0.02% | 0% | 2.65% | 12/22/2022 |
 Mizuho Financial Group (MFG) | 0.02% | 0% | 1% | 2/1/2025 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.02% | 0% | 2.83% | 3/7/2022 |
 Diageo (DGE.L) | 0.01% | 0% | 0.73% | 5/16/2024 |
 iShares MSCI India ETF (INDA) | 0.01% | 0% | 1.82% | 2/23/2022 |
 AngloGold Ashanti (AU) | 0.01% | 0% | 0.46% | 1/29/2025 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.73% | 3/10/2022 |
 Ionq (IONQ) | 0.01% | 0% | 0.55% | 1/16/2025 |
 Xtrackers Nikkei 225 UCITS ETF (XDJP.L) | 0.01% | 0% | 0.36% | 8/16/2024 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 0.91% | 3/14/2022 |
 Palladium (Expiring Future) (PALLADIUM.FUT) | 0.01% | 0% | 0.73% | 3/15/2022 |
 D-Wave (QBTS) | 0.01% | 0% | 0.55% | 1/27/2025 |
 Tencent (0700.HK) | 0.01% | 0% | 8.76% | 4/7/2022 |
 PulteGroup (PHM) | 0.01% | 0% | 0.64% | 2/17/2023 |
 Ryanair (RYAAY) | 0% | 0% | 0.36% | 3/18/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Philip Morris (PM) | 11.94% | 11.7% |
| Teva (TEVA) | 8.32% | 10.1% |
| AstraZeneca (AZN.L) | 8.85% | 8.86% |
| Galliford Try (GFRD.L) | 3.68% | 5.33% |
| Kingfisher (KGF.L) | 5.81% | 5.32% |
| Imperial Brands (IMB.L) | 4.87% | 4.97% |
| AstraZeneca (AZN) | 4.42% | 4.04% |
| Pfizer (PFE) | 4.42% | 3.99% |
| GlaxoSmithKline (GSK) | 3.98% | 3.91% |
| GSK (GSK.L) | 2.65% | 2.68% |
| Mitie (MTO.L) | 2.55% | 2.37% |
| Reckitt (RKT.L) | 1.77% | 1.92% |
| BAT (BATS.L) | 1.95% | 1.9% |
| Premier Foods (PFD.L) | 1.64% | 1.82% |
| iShares 1-3 Year Treasury Bond ETF (SHY) | 1.77% | 1.74% |
| Alibaba (BABA) | 1.77% | 1.71% |
| Barrick (GOLD.BARRICK) | 1.42% | 1.3% |
| Newmont (NEM) | 1.15% | 1.04% |
| Evraz PLC (EVR.L) | 1.59% | 0.84% |
| ITV (ITV.L) | 0.88% | 0.81% |