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Portfolio Diversification
Range
Most Diversified
10 instruments
July 17, 2025
Least Diversified
0 instruments
April 8, 2025
Average
6.2 instruments
Most Consistent Holdings
Top 5
ETH67.8%
MA50.95%
V50.95%
BRK.B50.95%
MSFT43.24%
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 |
|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.66% | 0% | 50.95% | 7/15/2025 |
| Microsoft (MSFT) | 11.33% | 0% | 43.24% | 8/15/2024 |
| Mastercard (MA) | 8.14% | 0% | 50.95% | 7/15/2025 |
| Visa (V) | 7.73% | 0% | 50.95% | 7/15/2025 |
 Procter & Gamble (PG) | 6.82% | 0% | 21.83% | 10/6/2023 |
 Union Pacific (UNP) | 6.65% | 0% | 21.83% | 10/6/2023 |
 Apple (AAPL) | 4.28% | 0% | 19.42% | 4/7/2025 |
 U-optimize | 2.93% | 0% | 9.71% | 1/31/2024 |
 BAE Systems (BA.L) | 2.82% | 9.03% | 29.46% | - |
 Rio Tinto (RIO.L) | 2.74% | 13.32% | 23.82% | - |
 AstraZeneca (AZN.L) | 2.56% | 10.19% | 23.73% | - |
 HSBC (HSBA.L) | 2.53% | 11.58% | 23.82% | - |
 BHP (BHP.L) | 2.51% | 12.2% | 23.65% | - |
 National Grid (NG.L) | 2.32% | 9.78% | 23.73% | - |
 BAT (BATS.L) | 2.3% | 8.94% | 23.82% | - |
 Eli Lilly (LLY) | 2.25% | 0% | 22.41% | 4/7/2025 |
 Imperial Brands (IMB.L) | 2.22% | 8.08% | 23.73% | - |
 Unilever (ULVR.L) | 2.19% | 7.86% | 23.82% | - |
 Legal & General (LGEN.L) | 2.16% | 8.28% | 23.82% | - |
| Ethereum (ETH) | 1.86% | 0% | 67.8% | 4/7/2025 |
 UnitedHealth (UNH) | 1.8% | 0% | 5.73% | 3/13/2023 |
 Ford (F) | 0.69% | 0% | 3.65% | 2/23/2023 |
 SPDR Gold (GLD) | 0.44% | 0% | 4.4% | 11/28/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rio Tinto (RIO.L) | 9.81% | 11.88% |
| AstraZeneca (AZN.L) | 9.59% | 11.11% |
| HSBC (HSBA.L) | 9.81% | 11.01% |
| BHP (BHP.L) | 9.8% | 10.33% |
| BAT (BATS.L) | 9.81% | 9.52% |
| Legal & General (LGEN.L) | 10.35% | 9.43% |
| National Grid (NG.L) | 9.81% | 9.42% |
| Imperial Brands (IMB.L) | 9.81% | 9.27% |
| Unilever (ULVR.L) | 10.35% | 8.8% |
| BAE Systems (BA.L) | 10.35% | 8.31% |
Cash & Instruments Over Time
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