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Portfolio Diversification
Range
Most Diversified
10 instruments
April 22, 2023
Least Diversified
0 instruments
February 15, 2026
Average
7.3 instruments
Most Consistent Holdings
Top 5
RR.L99.68%
SCHG88.5%
MSFT84.21%
TQQQ80.32%
VOO79.6%
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 |
|---|---|---|---|---|
| Rolls-Royce (RR.L) | 51.55% | 64.74% | 99.68% | - |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 15.54% | 14.96% | 88.5% | - |
 Schwab US Dividend Equity ETF (SCHD) | 5.28% | 0% | 61.78% | 5/30/2025 |
| Vanguard S&P 500 ETF (VOO) | 4.92% | 5.15% | 79.6% | - |
| Microsoft (MSFT) | 4.84% | 3.64% | 84.21% | - |
| ProShares UltraPro QQQ (TQQQ) | 4.02% | 3.8% | 80.32% | - |
 McDonald's (MCD) | 2.8% | 0% | 34.82% | 5/30/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 2.17% | 0% | 19.92% | 9/8/2023 |
 Volkswagen (VOW3.DE) | 1.65% | 0% | 14.82% | 7/6/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.86% | 0% | 11.34% | 8/15/2023 |
 Amazon (AMZN) | 0.82% | 2.21% | 21.62% | - |
 3M (MMM) | 0.66% | 0% | 8.74% | 4/25/2023 |
 Johnson & Johnson (JNJ) | 0.64% | 0% | 6.64% | 5/22/2023 |
 Seagate (STX.US) | 0.59% | 0% | 15.14% | 7/10/2023 |
 easyJet (EZJ.L) | 0.51% | 0% | 5.59% | 3/13/2023 |
 Disney (DIS) | 0.5% | 0% | 15.14% | 7/10/2023 |
 Realty Income (O) | 0.46% | 0% | 17.17% | 5/30/2025 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.33% | 2.18% | 14.9% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.26% | 0% | 6.48% | 7/14/2023 |
 Meta (META) | 0.21% | 0% | 4.62% | 9/6/2023 |
 MercadoLibre (MELI) | 0.21% | 0% | 2.75% | 5/18/2023 |
 ARK Next Generation Internet ETF (ARKW) | 0.14% | 0.72% | 17.81% | - |
 Alphabet (GOOGL) | 0.12% | 0.95% | 12.23% | - |
 Diageo (DGE.L) | 0.09% | 1.66% | 9.47% | - |
 NVIDIA (NVDA) | 0.03% | 0% | 0.65% | 6/13/2025 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 0.24% | 1/4/2023 |
 Tesla (TSLA) | 0.01% | 0% | 0.65% | 6/13/2025 |
 AbbVie (ABBV) | 0.01% | 0% | 0.08% | 4/14/2023 |
 ASML (ASML) | 0% | 0% | 0.08% | 8/29/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 17.72% | 65.95% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 33.37% | 16.4% |
| Vanguard S&P 500 ETF (VOO) | 12.71% | 5.48% |
| Microsoft (MSFT) | 11% | 4.63% |
| ProShares UltraPro QQQ (TQQQ) | 11% | 3.17% |
| Vanguard S&P 500 Growth ETF (VOOG) | 7.01% | 2.26% |
| Amazon (AMZN) | 3.97% | 1.25% |
| ARK Next Generation Internet ETF (ARKW) | 3.06% | 0.81% |
Cash & Instruments Over Time
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