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Portfolio Diversification
Range
Most Diversified
8 instruments
December 1, 2025
Least Diversified
0 instruments
January 1, 2024
Average
3.6 instruments
Most Consistent Holdings
Top 5
AAPL50.07%
MSFT50.07%
CAT50.07%
GE50.07%
TSLA50.07%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rolls-Royce (RR.L) | 23.91% | 50.01% | 50.07% | - |
| Caterpillar (CAT) | 8.24% | 18.34% | 50.07% | - |
| GE (GE) | 4.87% | 9.11% | 50.07% | - |
| Apple (AAPL) | 4.58% | 7.19% | 50.07% | - |
| Tesla (TSLA) | 4.01% | 7.01% | 50.07% | - |
 GE Vernova (GEV) | 2.41% | 4.99% | 50.07% | - |
| Microsoft (MSFT) | 1.74% | 2.53% | 50.07% | - |
 QBE (QBE.ASX) | 0.06% | 0.79% | 6.94% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 16.25% | 47.83% |
| Caterpillar (CAT) | 25.41% | 17.64% |
| GE (GE) | 14.3% | 9.49% |
| Apple (AAPL) | 20.01% | 8.37% |
| Tesla (TSLA) | 14.07% | 7.94% |
| GE Vernova (GEV) | 0% | 5.03% |
| Microsoft (MSFT) | 6.7% | 2.84% |
| QBE (QBE.ASX) | 3.24% | 0.84% |
Cash & Instruments Over Time
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