Portfolio Diversification
Range
Most Diversified
6 instruments
January 6, 2022
Least Diversified
0 instruments
May 10, 2022
Average
3.4 instruments
Most Consistent Holdings
Top 5
AAPL78.61%
MSFT69.19%
ACWI69.19%
VOO69.19%
ULVR.L9.88%
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 |
|---|---|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 18.99% | 27.67% | 69.19% | - |
| iShares MSCI ACWI Index Fund (ACWI) | 17.99% | 25.78% | 69.19% | - |
| Apple (AAPL) | 16.26% | 17.97% | 78.61% | - |
| Microsoft (MSFT) | 15.29% | 23.34% | 69.19% | - |
 SPDR S&P 500 ETF (SPY) | 1.9% | 0% | 9.5% | 5/9/2022 |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.29% | 0% | 9.88% | 5/9/2022 |
 Realty Income (O) | 1.19% | 0% | 9.88% | 5/9/2022 |
| Unilever (ULVR.L) | 1.11% | 0% | 9.88% | 5/9/2022 |
 Omega Healthcare (OHI) | 1.09% | 0% | 9.88% | 5/9/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 27.69% | 27.6% |
| iShares MSCI ACWI Index Fund (ACWI) | 27.69% | 24.85% |
| Apple (AAPL) | 18.46% | 21.3% |
| Microsoft (MSFT) | 18.46% | 21% |