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Portfolio Diversification
Range
Most Diversified
37 instruments
November 17, 2023
Least Diversified
0 instruments
January 1, 2022
Average
17.8 instruments
Most Consistent Holdings
Top 5
GOOG85.39%
BTRW.L67.5%
AXP65.71%
LEN65.41%
TLT57.48%
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) | 15.18% | 0% | 43.77% | 2/8/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 7.5% | 0% | 15.32% | 11/2/2022 |
| Alphabet (GOOG) | 6.7% | 5.66% | 85.39% | - |
 Amazon (AMZN) | 3.33% | 6.17% | 50.98% | - |
 S&P Global (SPGI) | 3.12% | 7.47% | 55.22% | - |
| American Express (AXP) | 3.05% | 0% | 65.71% | 8/14/2026 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 3% | 0% | 57.48% | 12/23/2025 |
 ASML (ASML.NV) | 2.33% | 3.09% | 45.32% | - |
 Canadian Pacific (CP) | 2.3% | 0% | 45.44% | 12/23/2025 |
| Lennar (LEN) | 2.26% | 2.07% | 65.41% | - |
 Mastercard (MA) | 2.08% | 7.25% | 40.43% | - |
 Uber (UBER) | 2.04% | 5.26% | 33.39% | - |
 Capital One (COF) | 1.99% | 0% | 43.53% | 9/12/2025 |
 ABB (ABBN.ZU) | 1.85% | 3.17% | 49.02% | - |
| Barratt (BTRW.L) | 1.72% | 2.6% | 67.5% | - |
 iShares Global clean energy ETF (ICLN) | 1.68% | 0% | 10.79% | 11/2/2022 |
 Waste Management (WM) | 1.49% | 0% | 31.31% | 2/20/2025 |
 Chubb (CB) | 1.49% | 0% | 34.41% | 7/15/2025 |
 Ishares Russell 2000 ETF (IWM) | 1.41% | 0% | 24.27% | 12/19/2024 |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 1.38% | 9.14% | 16.76% | - |
 Goldman Sachs (GS) | 1.35% | 0% | 26.12% | 10/8/2025 |
 UnitedHealth (UNH) | 1.22% | 0% | 38.16% | 3/27/2025 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 1.07% | 5.38% | 24.09% | - |
 Bank of America (BAC) | 1.01% | 0% | 31.37% | 12/3/2024 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0.99% | 3.89% | 24.15% | - |
 Crocs (CROX) | 0.97% | 3.4% | 20.63% | - |
 Micron (MU) | 0.96% | 0% | 18.07% | 11/19/2025 |
 Deere (DE) | 0.9% | 0% | 18.13% | 12/17/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.84% | 0% | 12.34% | 11/17/2023 |
 Salzgitter (SZG.DE) | 0.82% | 0% | 17.83% | 3/23/2026 |
 Inmode (INMD) | 0.79% | 0% | 22.84% | 3/6/2026 |
 Cisco (CSCO) | 0.72% | 0% | 28.38% | 9/4/2024 |
 Coca-Cola (KO) | 0.68% | 0% | 17.95% | 2/23/2024 |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 0.67% | 0% | 11.39% | 2/5/2025 |
 TSMC (TSM) | 0.59% | 0% | 17.59% | 2/13/2024 |
 Booking (BKNG) | 0.58% | 3.56% | 17.89% | - |
 Lloyd's (LLOY.L) | 0.57% | 0% | 22.66% | 8/2/2024 |
 Adobe (ADBE) | 0.51% | 0% | 11.81% | 11/8/2023 |
 iShares Core MSCI Europe ETF (IEUR) | 0.5% | 0% | 14.55% | 2/8/2024 |
 Procter & Gamble (PG) | 0.5% | 0% | 17.05% | 2/8/2024 |
 Johnson & Johnson (JNJ) | 0.49% | 0% | 25.7% | 8/15/2024 |
 Microsoft (MSFT) | 0.48% | 0% | 11.93% | 2/21/2025 |
 Starbucks (SBUX) | 0.45% | 0% | 28.38% | 8/14/2024 |
 eToro Group LTD (ETOR) | 0.44% | 1.89% | 22.84% | - |
 Persimmon (PSN.L) | 0.44% | 0% | 25.52% | 7/25/2024 |
 iShares MSCI India ETF (INDA) | 0.42% | 0% | 26.12% | 4/22/2026 |
 Constellation Energy (CEG) | 0.41% | 2.94% | 14.79% | - |
 Berkshire Hathaway (BRK.B) | 0.4% | 0% | 12.28% | 6/11/2024 |
 Disney (DIS) | 0.35% | 0% | 16.88% | 2/23/2024 |
 Nintendo (NTDOY) | 0.35% | 0% | 22.66% | 7/25/2024 |
 Howden Joinery (HWDN.L) | 0.32% | 0% | 19.2% | 4/9/2024 |
 GM (GM) | 0.31% | 0% | 12.88% | 1/11/2024 |
 Greggs (GRG.L) | 0.29% | 2.02% | 15.8% | - |
 Home Depot (HD) | 0.29% | 0% | 11.81% | 11/16/2023 |
 Shell (SHEL.L) | 0.27% | 2.56% | 10.67% | - |
 Barclays (BARC.L) | 0.26% | 0% | 15.32% | 2/9/2024 |
 Diageo (DGE.L) | 0.25% | 0% | 11.21% | 5/23/2024 |
 Reckitt (RKT.L) | 0.24% | 2.72% | 9.3% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.23% | 0% | 7.81% | 11/16/2023 |
 Vale (VALE) | 0.23% | 0% | 16.16% | 5/23/2024 |
 Walmart (WMT) | 0.22% | 0% | 5.49% | 5/23/2025 |
 SPDR Gold (GLD) | 0.22% | 0% | 4.53% | 3/3/2025 |
 Ethereum (ETH) | 0.22% | 0% | 15.27% | 1/5/2024 |
 Dollar General (DG.US) | 0.22% | 0% | 11.21% | 5/23/2024 |
 Thermo Fisher (TMO) | 0.21% | 3.58% | 6.86% | - |
 iShares UK Property UCITS ETF (IUKP.L) | 0.19% | 0% | 9.48% | 12/14/2023 |
 Mosaic (MOS) | 0.19% | 2.33% | 9.42% | - |
 Tencent (0700.HK) | 0.18% | 0% | 15.15% | 1/31/2024 |
 Apple (AAPL) | 0.16% | 0% | 10.97% | 2/8/2024 |
 Wix (WIX) | 0.15% | 1.13% | 10.26% | - |
 Cheniere (LNG) | 0.15% | 2.38% | 6.92% | - |
 iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | 0.13% | 0% | 8.05% | 12/14/2023 |
 Ally (ALLY) | 0.13% | 0% | 9.48% | 1/19/2024 |
 Brookfield Infrastructure (BIP) | 0.11% | 0% | 4.11% | 2/10/2025 |
 Cloudflare (NET) | 0.11% | 0% | 2.92% | 6/8/2023 |
 Tesla (TSLA) | 0.11% | 0% | 3.28% | 6/14/2023 |
 Lockheed Martin (LMT) | 0.1% | 0% | 5.19% | 11/6/2023 |
 iShares China Large-Cap ETF (FXI) | 0.06% | 2.39% | 2.74% | - |
 Prosus (PRX.NV) | 0.04% | 0% | 3.4% | 7/13/2023 |
 Mobility Global Inc -W (MBGL) | 0% | 0% | 0.24% | 7/6/2026 |
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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