Portfolio Diversification
Range
Most Diversified
16 instruments
April 9, 2025
Least Diversified
3 instruments
January 2, 2023
Average
9.2 instruments
Most Consistent Holdings
Top 5
NVDA100%
WDAY100%
AMZN81.6%
INGA.NV81.6%
RWE.DE81.48%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| NVIDIA (NVDA) | 36.36% | 26.91% | 100% | - |
 Deliveroo (ROO.L) | 19.75% | 0% | 71.09% | 8/27/2024 |
| Workday (WDAY) | 12.54% | 9.64% | 100% | - |
| ING (INGA.NV) | 9.24% | 8.55% | 81.6% | - |
| Amazon (AMZN) | 4.32% | 4.51% | 81.6% | - |
| RWE (RWE.DE) | 3.52% | 3.13% | 81.48% | - |
 Spotify (SPOT) | 2.4% | 5.2% | 75.63% | - |
 Persimmon (PSN.L) | 2.17% | 2.14% | 76.34% | - |
 Alphabet (GOOGL) | 1.4% | 8.04% | 28.67% | - |
 Merck (MRK) | 1.34% | 4.08% | 28.79% | - |
 Carnival (CCL) | 0.84% | 2.55% | 28.91% | - |
 Microsoft (MSFT) | 0.78% | 5.44% | 20.31% | - |
 Walmart (WMT) | 0.48% | 4.61% | 11.23% | - |
 Crowdstrike (CRWD) | 0.36% | 0% | 37.63% | 1/29/2025 |
 Meta (META) | 0.26% | 2.12% | 11.23% | - |
 Tesco (TSCO.L) | 0.22% | 0.53% | 42.05% | - |
 Greggs (GRG.L) | 0.15% | 2.86% | 5.26% | - |
 NextEra (NEE) | 0.12% | 0% | 35.01% | 9/3/2024 |
 NatWest (NWG.L) | 0.06% | 2.76% | 2.39% | - |
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% |