Portfolio Diversification
Range
Most Diversified
16 instruments
April 9, 2025
Least Diversified
3 instruments
January 2, 2023
Average
9.7 instruments
Most Consistent Holdings
Top 5
NVDA100%
WDAY100%
AMZN82.96%
INGA.NV82.96%
RWE.DE82.85%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 35.84% | 31.95% | 100% | - |
 Deliveroo (ROO.L) | 18.29% | 0% | 65.82% | 8/27/2024 |
| Workday (WDAY) | 12.28% | 8.02% | 100% | - |
| ING (INGA.NV) | 9.18% | 8.2% | 82.96% | - |
| Amazon (AMZN) | 4.46% | 6.63% | 82.96% | - |
| RWE (RWE.DE) | 3.47% | 2.78% | 82.85% | - |
 Spotify (SPOT) | 2.6% | 4.98% | 77.43% | - |
 Persimmon (PSN.L) | 2.16% | 1.74% | 78.1% | - |
 Alphabet (GOOGL) | 1.86% | 7.43% | 33.96% | - |
 Merck (MRK) | 1.51% | 3.4% | 34.07% | - |
 Microsoft (MSFT) | 1.15% | 5.71% | 26.22% | - |
 Carnival (CCL) | 0.99% | 3.41% | 34.18% | - |
 Walmart (WMT) | 0.76% | 3.97% | 17.81% | - |
 Meta (META) | 0.41% | 2.32% | 17.81% | - |
 Greggs (GRG.L) | 0.34% | 2.23% | 12.28% | - |
 Crowdstrike (CRWD) | 0.33% | 0% | 34.85% | 1/29/2025 |
 NatWest (NWG.L) | 0.26% | 2.33% | 9.62% | - |
 Tesco (TSCO.L) | 0.24% | 0.5% | 46.35% | - |
 NextEra (NEE) | 0.11% | 0% | 32.41% | 9/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| NVIDIA (NVDA) | 5.59% | 30.75% |
| Workday (WDAY) | 9.91% | 9.79% |
| ING (INGA.NV) | 11% | 8.6% |
| Amazon (AMZN) | 4.54% | 4.93% |
| Merck (MRK) | 8.66% | 4.62% |
| Alphabet (GOOGL) | 5.9% | 4.33% |
| Spotify (SPOT) | 1.82% | 3.54% |
| Carnival (CCL) | 3.42% | 3.23% |
| Microsoft (MSFT) | 4.9% | 3.06% |
| RWE (RWE.DE) | 5.45% | 2.54% |
| Persimmon (PSN.L) | 3% | 1.92% |
| Crowdstrike (CRWD) | 1.36% | 0.91% |
| Tesco (TSCO.L) | 0.67% | 0.51% |