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Portfolio Diversification
Range
Most Diversified
37 instruments
November 17, 2023
Least Diversified
0 instruments
January 1, 2022
Average
17.2 instruments
Most Consistent Holdings
Top 5
GOOG84.09%
TLT64.44%
BTRW.L64.04%
AXP63.5%
LEN61.7%
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 |
|---|---|---|---|---|
 Meta (META) | 17.02% | 0% | 49.06% | 2/8/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 8.41% | 0% | 17.18% | 11/2/2022 |
| Alphabet (GOOG) | 6.77% | 7.91% | 84.09% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3.36% | 0% | 64.44% | 12/23/2025 |
| American Express (AXP) | 3.01% | 5.06% | 63.5% | - |
 Amazon (AMZN) | 2.98% | 8.83% | 45.52% | - |
 S&P Global (SPGI) | 2.73% | 6.63% | 50.27% | - |
 Canadian Pacific (CP) | 2.57% | 0% | 50.94% | 12/23/2025 |
| Lennar (LEN) | 2.31% | 2.21% | 61.7% | - |
 Capital One (COF) | 2.23% | 0% | 48.8% | 9/12/2025 |
 ASML (ASML.NV) | 2.09% | 10.48% | 39.17% | - |
 iShares Global clean energy ETF (ICLN) | 1.88% | 0% | 12.1% | 11/2/2022 |
 Mastercard (MA) | 1.7% | 4.16% | 33.69% | - |
 Waste Management (WM) | 1.67% | 0% | 35.09% | 2/20/2025 |
 Uber (UBER) | 1.67% | 6.22% | 25.8% | - |
 Chubb (CB) | 1.67% | 0% | 38.57% | 7/15/2025 |
| Barratt (BTRW.L) | 1.66% | 2.32% | 64.04% | - |
 Ishares Russell 2000 ETF (IWM) | 1.58% | 0% | 27.21% | 12/19/2024 |
 ABB (ABBN.ZU) | 1.58% | 4.17% | 43.32% | - |
 Goldman Sachs (GS) | 1.52% | 0% | 29.28% | 10/8/2025 |
 UnitedHealth (UNH) | 1.36% | 0% | 42.78% | 3/27/2025 |
 Bank of America (BAC) | 1.13% | 0% | 35.16% | 12/3/2024 |
 Micron (MU) | 1.08% | 0% | 20.25% | 11/19/2025 |
 Deere (DE) | 1.01% | 0% | 20.32% | 12/17/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.94% | 0% | 13.84% | 11/17/2023 |
 Inmode (INMD) | 0.89% | 0% | 25.6% | 3/6/2026 |
 Salzgitter (SZG.DE) | 0.87% | 5.24% | 18.98% | - |
 Cisco (CSCO) | 0.81% | 0% | 31.82% | 9/4/2024 |
 Coca-Cola (KO) | 0.76% | 0% | 20.12% | 2/23/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.75% | 0% | 12.77% | 2/5/2025 |
 TSMC (TSM) | 0.66% | 0% | 19.72% | 2/13/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.64% | 4.39% | 15.37% | - |
 Lloyd's (LLOY.L) | 0.64% | 0% | 25.4% | 8/2/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.63% | 4.37% | 15.44% | - |
 Adobe (ADBE) | 0.57% | 0% | 13.24% | 11/8/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 0.56% | 0% | 16.31% | 2/8/2024 |
 Procter & Gamble (PG) | 0.56% | 0% | 19.12% | 2/8/2024 |
 Johnson & Johnson (JNJ) | 0.55% | 0% | 28.81% | 8/15/2024 |
 Microsoft (MSFT) | 0.54% | 0% | 13.37% | 2/21/2025 |
 Starbucks (SBUX) | 0.51% | 0% | 31.82% | 8/14/2024 |
 Crocs (CROX) | 0.5% | 4.94% | 11.5% | - |
 Persimmon (PSN.L) | 0.49% | 0% | 28.61% | 7/25/2024 |
 Berkshire Hathaway (BRK.B) | 0.45% | 0% | 13.77% | 6/11/2024 |
 iShares MSCI India ETF (INDA) | 0.44% | 1.23% | 26.4% | - |
 Disney (DIS) | 0.4% | 0% | 18.92% | 2/23/2024 |
 Nintendo (NTDOY) | 0.39% | 0% | 25.4% | 7/25/2024 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.39% | 6.52% | 7.15% | - |
 Howden Joinery (HWDN.L) | 0.36% | 0% | 21.52% | 4/9/2024 |
 GM (GM) | 0.35% | 0% | 14.44% | 1/11/2024 |
 Booking (BKNG) | 0.33% | 2.14% | 8.42% | - |
 Home Depot (HD) | 0.32% | 0% | 13.24% | 11/16/2023 |
 Barclays (BARC.L) | 0.29% | 0% | 17.18% | 2/9/2024 |
 Diageo (DGE.L) | 0.28% | 0% | 12.57% | 5/23/2024 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.26% | 0% | 8.76% | 11/16/2023 |
 Vale (VALE) | 0.26% | 0% | 18.11% | 5/23/2024 |
 Walmart (WMT) | 0.25% | 0% | 6.15% | 5/23/2025 |
 SPDR Gold (GLD) | 0.25% | 0% | 5.08% | 3/3/2025 |
 eToro Group LTD (ETOR) | 0.25% | 2% | 13.97% | - |
 Ethereum (ETH) | 0.24% | 0% | 17.11% | 1/5/2024 |
 Dollar General (DG.US) | 0.24% | 0% | 12.57% | 5/23/2024 |
 iShares UK Property UCITS ETF (IUKP.L) | 0.21% | 0% | 10.63% | 12/14/2023 |
 Tencent (0700.HK) | 0.2% | 0% | 16.98% | 1/31/2024 |
 Apple (AAPL) | 0.17% | 0% | 12.3% | 2/8/2024 |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.15% | 0% | 9.02% | 12/14/2023 |
 Ally (ALLY) | 0.15% | 0% | 10.63% | 1/19/2024 |
 Constellation Energy (CEG) | 0.13% | 3.38% | 4.95% | - |
 Brookfield Infrastructure (BIP) | 0.13% | 0% | 4.61% | 2/10/2025 |
 Cloudflare (NET) | 0.13% | 0% | 3.28% | 6/8/2023 |
 Tesla (TSLA) | 0.12% | 0% | 3.68% | 6/14/2023 |
 Greggs (GRG.L) | 0.11% | 1.92% | 6.28% | - |
 Lockheed Martin (LMT) | 0.11% | 0% | 5.82% | 11/6/2023 |
 Prosus (PRX.NV) | 0.05% | 0% | 3.81% | 7/13/2023 |
 Shell (SHEL.L) | 0% | 1.8% | 0.33% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 9.22% | 8.64% |
| ASML (ASML.NV) | 6.69% | 8.3% |
| Alphabet (GOOG) | 5.35% | 8.22% |
| Uber (UBER) | 7.42% | 6.67% |
| S&P Global (SPGI) | 6.11% | 5.95% |
| Salzgitter (SZG.DE) | 3.39% | 5.7% |
| American Express (AXP) | 4.92% | 5.4% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 5.65% | 4.98% |
| Crocs (CROX) | 5.16% | 4.84% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 4.35% | 4.38% |
| iShares 7-10 Year Treasury Bond ETF (IEF) | 4.84% | 4.29% |
| Mastercard (MA) | 4.03% | 3.78% |
| ABB (ABBN.ZU) | 3.39% | 3.63% |
| Inmode (INMD) | 3.65% | 2.89% |
| Barratt (BTRW.L) | 3.39% | 2.81% |
| Lennar (LEN) | 3.25% | 2.22% |
| eToro Group LTD (ETOR) | 3.23% | 2.17% |
| Constellation Energy (CEG) | 2.42% | 2.08% |
| Greggs (GRG.L) | 2.1% | 1.92% |
| iShares MSCI India ETF (INDA) | 1.39% | 1.31% |
Cash & Instruments Over Time
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