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Portfolio Diversification
Range
Most Diversified
39 instruments
January 10, 2024
Least Diversified
23 instruments
May 19, 2022
Average
31.3 instruments
Most Consistent Holdings
Top 5
AAPL100%
VOW3.DE100%
TSCO.L100%
ULVR.L100%
NIO100%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 12.95% | 15.91% | 100% | - |
 Ethereum (ETH) | 10.89% | 5.63% | 100% | - |
 Cardano (ADA) | 9.2% | 2.58% | 100% | - |
| Unilever (ULVR.L) | 7.37% | 8.15% | 100% | - |
 Alphabet (GOOG) | 6.16% | 11.49% | 99.6% | - |
 XRP (XRP) | 3.85% | 0.83% | 85.95% | - |
| Volkswagen (VOW3.DE) | 3.54% | 1.84% | 100% | - |
 BP (BP.L) | 3.47% | 6.49% | 71.37% | - |
 Alibaba (BABA) | 3.32% | 0% | 98.46% | 3/3/2026 |
 Vanguard Total Stock Market ETF (VTI) | 3.3% | 0% | 76.79% | 4/7/2025 |
 Lloyd's (LLOY.L) | 2.91% | 3.34% | 93.51% | - |
 Disney (DIS) | 2.62% | 1.83% | 98.6% | - |
| Tesco (TSCO.L) | 2.37% | 2.73% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 1.96% | 2.37% | 95.52% | - |
 Meta (META) | 1.78% | 0% | 34.58% | 8/15/2023 |
 Schwab US Dividend Equity ETF (SCHD) | 1.48% | 5.56% | 35.92% | - |
 Starbucks (SBUX) | 1.41% | 0% | 51.71% | 3/2/2026 |
 HDFC (HDB) | 1.28% | 0% | 54.85% | 7/5/2024 |
 Brookfield (BAM) | 1.14% | 2.97% | 69.7% | - |
| Nio (NIO) | 1.05% | 0.51% | 100% | - |
 Tesla (TSLA) | 0.93% | 0% | 41.81% | 11/7/2023 |
 BAT (BATS.L) | 0.92% | 2.29% | 55.85% | - |
 Imperial Brands (IMB.L) | 0.86% | 0% | 49.23% | 2/15/2024 |
 A.G. Barr (BAG.L) | 0.84% | 1.64% | 57.73% | - |
 Sirius XM (SIRI) | 0.79% | 1.58% | 49.57% | - |
 Brookfield Infrastructure (BIP) | 0.77% | 1.92% | 49.23% | - |
 LSE (LSEG.L) | 0.64% | 3.17% | 49.16% | - |
 Vistra (VST) | 0.55% | 0% | 27.76% | 3/16/2023 |
 Southwest (LUV) | 0.55% | 0% | 35.59% | 8/20/2025 |
 Sainsbury's (SBRY.L) | 0.53% | 0% | 39% | 9/16/2024 |
 Smith & Nephew (SN.L) | 0.46% | 0% | 34.58% | 3/12/2025 |
 Nike (NKE) | 0.43% | 1.22% | 41.07% | - |
 Amazon (AMZN) | 0.42% | 0% | 46.22% | 1/12/2024 |
 Decentraland (MANA) | 0.38% | 0% | 19.93% | 11/9/2022 |
 Visa (V) | 0.38% | 1.09% | 38.13% | - |
 IDS (IDS.L) | 0.37% | 0% | 31.84% | 2/28/2024 |
 Solana (SOL) | 0.33% | 0% | 19.93% | 11/9/2022 |
 Target (TGT) | 0.31% | 1.21% | 30.3% | - |
 CVS Health (CVS) | 0.27% | 0% | 59.87% | 12/30/2025 |
 Vodafone (VOD) | 0.19% | 0% | 40% | 4/3/2025 |
 DS Smith (SMDS.L) | 0.18% | 0% | 19.53% | 11/3/2022 |
 Oil (Non Expiry) (OIL) | 0.18% | 0% | 4.21% | 3/6/2026 |
 Adobe (ADBE) | 0.18% | 0% | 17.06% | 6/22/2023 |
 GSK (GSK.L) | 0.17% | 0% | 12.37% | 4/4/2025 |
 Enphase (ENPH) | 0.17% | 0% | 14.58% | 2/4/2026 |
 VF Corp (VFC) | 0.17% | 0% | 15.92% | 12/18/2023 |
 USD/CAD (USDCAD) | 0.15% | 0% | 5.35% | 3/13/2024 |
 Rightmove (RMV.L) | 0.15% | 0% | 5.35% | 3/22/2022 |
 Rio Tinto (RIO.L) | 0.14% | 0% | 33.04% | 2/23/2026 |
 Travelzoo (TZOO) | 0.14% | 0.8% | 14.72% | - |
 Intel (INTC) | 0.14% | 0% | 50.7% | 11/10/2025 |
 TRON (TRX) | 0.13% | 0% | 9.03% | 5/16/2022 |
 Scottish Mortgage (SMT.L) | 0.13% | 0% | 38.46% | 1/31/2024 |
| 0.11% | 0% | 3.88% | 10/17/2023 | |
 GBP/USD (GBPUSD) | 0.1% | 0% | 5.15% | 2/17/2026 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.1% | 1.39% | 8.96% | - |
 Shell (SHEL.L) | 0.1% | 0% | 17.86% | 4/4/2025 |
 3M (MMM) | 0.1% | 0% | 21.14% | 4/17/2024 |
| 0.1% | 0% | 6.76% | 4/12/2022 | |
 Gold (Non Expiry) (GOLD) | 0.1% | 0% | 4.95% | 11/17/2023 |
 HomeServe PLC (HSV.L) | 0.09% | 0% | 6.02% | 4/1/2022 |
 AGCO (AGCO) | 0.09% | 0% | 45.62% | 2/10/2026 |
 Celo (CELO) | 0.08% | 0% | 7.76% | 4/27/2022 |
 Occidental (OXY) | 0.08% | 0% | 6.89% | 2/10/2026 |
 EUR/GBP (EURGBP) | 0.08% | 0% | 3.34% | 1/5/2024 |
 State Street SPDR S&P 500 ETF (SPY) | 0.08% | 0% | 8.56% | 10/11/2023 |
 UPS (UPS) | 0.07% | 0% | 5.62% | 11/3/2025 |
 Vanguard Information Technology (VGT) | 0.07% | 0% | 4.75% | 6/10/2025 |
 Croda (CRDA.L) | 0.07% | 0% | 32.44% | 2/25/2026 |
 The Sandbox (SAND) | 0.07% | 0% | 7.76% | 4/27/2022 |
 UEC (UEC) | 0.06% | 0% | 5.89% | 5/23/2025 |
 USD/JPY (USDJPY) | 0.06% | 0% | 2.54% | 2/12/2025 |
 Coca-Cola (KO) | 0.05% | 0% | 8.49% | 2/15/2024 |
 Baidu (BIDU) | 0.05% | 0% | 16.19% | 1/18/2024 |
 Safety Shot (BNKK) | 0.05% | 0% | 6.35% | 11/17/2025 |
 Cisco (CSCO) | 0.05% | 0% | 6.09% | 2/15/2024 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.05% | 0% | 3.48% | 11/20/2023 |
 British American Tobacco (BTI) | 0.05% | 0% | 6.76% | 10/4/2023 |
 Litecoin (LTC) | 0.05% | 0% | 7.16% | 4/18/2022 |
 GBP/CHF (GBPCHF) | 0.04% | 0% | 1% | 11/16/2023 |
 Admiral (ADM.L) | 0.04% | 0% | 1.61% | 1/24/2022 |
 EUR/USD (EURUSD) | 0.04% | 0% | 1.94% | 2/8/2024 |
 Pets at Home (PETS.L) | 0.04% | 0% | 19.46% | 1/18/2024 |
 GBP/JPY (GBPJPY) | 0.04% | 0% | 2.54% | 1/7/2026 |
 Microsoft (MSFT) | 0.04% | 0% | 13.38% | 4/11/2023 |
 Fiverr (FVRR) | 0.04% | 0% | 21.27% | 1/31/2024 |
 USD/CHF (USDCHF) | 0.04% | 0% | 3.48% | 11/27/2023 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.03% | 0% | 1.14% | 3/28/2023 |
 GBP/AUD (GBPAUD) | 0.03% | 0% | 0.6% | 4/16/2025 |
 PayPal (PYPL) | 0.03% | 0% | 4.55% | 4/17/2024 |
 NZD/USD (NZDUSD) | 0.03% | 0% | 1.27% | 10/26/2023 |
 Platinum (Non Expiry) (PLATINUM) | 0.03% | 0% | 1.2% | 1/23/2026 |
 EUR/JPY (EURJPY) | 0.03% | 0% | 1.14% | 1/25/2024 |
 Marathon Oil (MRO) | 0.02% | 0% | 3.81% | 5/1/2024 |
 Chevron (CVX) | 0.02% | 0% | 1% | 6/12/2025 |
 AMD (AMD) | 0.02% | 0% | 7.76% | 2/1/2023 |
 Tate & Lyle (TATE.L) | 0.02% | 0% | 5.08% | 12/31/2025 |
 Legal & General (LGEN.L) | 0.02% | 0% | 10.9% | 4/4/2025 |
 ChargePoint (CHPT) | 0.02% | 0% | 4.28% | 4/3/2024 |
 NatWest (NWG.L) | 0.01% | 0% | 2.61% | 2/22/2022 |
 United Utilities (UU.L) | 0.01% | 0% | 13.78% | 4/4/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.01% | 0% | 0.6% | 12/21/2022 |
 SoFi (SOFI) | 0.01% | 0.55% | 3.01% | - |
 Dollar General (DG.US) | 0.01% | 0% | 1.07% | 1/18/2024 |
 Bitcoin (BTC) | 0.01% | 0.24% | 3.34% | - |
 AUD/CAD (AUDCAD) | 0.01% | 0% | 0.6% | 10/12/2023 |
 Unity (U) | 0.01% | 0% | 1.87% | 1/28/2022 |
 NZD/CAD (NZDCAD) | 0.01% | 0% | 0.13% | 10/26/2023 |
 FuelCell Energy (FCEL) | 0.01% | 0% | 1.07% | 10/3/2024 |
 Medical Properties Trust (MPT) | 0.01% | 0% | 1.4% | 2/20/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.01% | 0% | 0.27% | 12/19/2025 |
 GER40 Index (Non Expiry) (GER40) | 0.01% | 0% | 0.13% | 10/18/2023 |
 Vale (VALE) | 0% | 0% | 1.61% | 1/24/2022 |
 Bonk Inu (in millions) (BONKxM) | 0% | 0% | 0.47% | 12/18/2024 |
 American Airlines (AAL) | 0% | 0% | 0.2% | 11/16/2023 |
 Sugar (Expiring Future) (SUGAR.FUT) | 0% | 0% | 0.33% | 12/21/2023 |
 NVIDIA (NVDA) | 0% | 0% | 0.67% | 1/10/2022 |
 GBP/NZD (GBPNZD) | 0% | 0% | 0.27% | 1/12/2024 |
 AUD/JPY (AUDJPY) | 0% | 0% | 0.13% | 3/7/2024 |
 Brookfield (BN.US) | 0% | 0% | 0.74% | 1/16/2024 |
 Solventum (SOLV) | 0% | 0% | 1.34% | 4/22/2024 |
 Lucid (LCID) | 0% | 0% | 0.27% | 1/4/2022 |
 Midnight (NIGHT) | 0% | 0.04% | 3.21% | - |
 CAD/CHF (CADCHF) | 0% | 0% | 0.07% | 12/11/2025 |
 Coursera (COUR) | 0% | 0% | 0.2% | 7/28/2025 |
 TripAdvisor (TRIP) | 0% | 0% | 0.07% | 6/27/2025 |
 MicroStrategy (MSTR) | 0% | 0% | 0.07% | 12/20/2024 |
 AUD/USD (AUDUSD) | 0% | 0% | 0.07% | 1/15/2025 |
 Sui (SUI) | 0% | 0% | 0.07% | 12/10/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.2% | 12/12/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0% | 0% | 0.07% | 9/19/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.07% | 8/23/2023 |
 Snowflake (SNOW) | 0% | 0% | 0.07% | 1/7/2025 |
 LanzaTech (LNZA) | 0% | 0% | 0.07% | 7/25/2025 |
 Joby Aviation (JOBY) | 0% | 0% | 0.07% | 2/10/2026 |
 VIX Sep 23 Future (VIX.SEP) | 0% | 0% | 0.07% | 3/14/2023 |
 AUD/NZD (AUDNZD) | 0% | 0% | 0.07% | 7/24/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Apple (AAPL) | 9.17% | 15.15% |
| Alphabet (GOOG) | 4.91% | 11.32% |
| Ethereum (ETH) | 11.61% | 8.24% |
| Unilever (ULVR.L) | 7.56% | 7.84% |
| BP (BP.L) | 6.1% | 5.68% |
| Alibaba (BABA) | 3.13% | 5.2% |
| Schwab US Dividend Equity ETF (SCHD) | 5% | 4.78% |
| Lloyd's (LLOY.L) | 1.5% | 3.39% |
| Cardano (ADA) | 13.37% | 3.28% |
| Starbucks (SBUX) | 2.68% | 2.66% |
| Tesco (TSCO.L) | 1.68% | 2.53% |
| Vanguard S&P 500 ETF (VOO) | 1.6% | 2.34% |
| BAT (BATS.L) | 1.38% | 2.2% |
| Volkswagen (VOW3.DE) | 3.77% | 2.05% |
| Disney (DIS) | 2.48% | 2% |
| LSE (LSEG.L) | 1.8% | 1.76% |
| Brookfield Infrastructure (BIP) | 1.52% | 1.73% |
| Brookfield (BAM) | 1.13% | 1.69% |
| A.G. Barr (BAG.L) | 1.3% | 1.45% |
| Enphase (ENPH) | 1.75% | 1.41% |
| Sirius XM (SIRI) | 2.36% | 1.39% |
| Nike (NKE) | 1.41% | 1.33% |
| Occidental (OXY) | 1.25% | 1.19% |
| Visa (V) | 1.06% | 1.18% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.18% | 1.14% |
| Target (TGT) | 1.35% | 0.96% |
| Travelzoo (TZOO) | 1.25% | 0.83% |
| Rio Tinto (RIO.L) | 0.58% | 0.7% |
| Nio (NIO) | 2.11% | 0.53% |
| Croda (CRDA.L) | 0.41% | 0.37% |
| AGCO (AGCO) | 0.25% | 0.22% |
Cash & Instruments Over Time
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