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Portfolio Diversification
Range
Most Diversified
10 instruments
April 22, 2023
Least Diversified
0 instruments
February 15, 2026
Average
7.2 instruments
Most Consistent Holdings
Top 5
RR.L99.41%
SCHG89.17%
MSFT85.24%
TQQQ81.38%
VOO81.01%
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) | 52.56% | 65.36% | 99.41% | - |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 15.26% | 12.95% | 89.17% | - |
| Vanguard S&P 500 ETF (VOO) | 4.96% | 6.02% | 81.01% | - |
 Schwab US Dividend Equity ETF (SCHD) | 4.83% | 0% | 56.6% | 5/30/2025 |
| Microsoft (MSFT) | 4.71% | 3.75% | 85.24% | - |
| ProShares UltraPro QQQ (TQQQ) | 4.01% | 4.66% | 81.38% | - |
 McDonald's (MCD) | 2.57% | 0% | 31.9% | 5/30/2025 |
 State Street SPDR S&P 500 ETF (SPY) | 1.99% | 0% | 18.25% | 9/8/2023 |
 Volkswagen (VOW3.DE) | 1.51% | 0% | 13.58% | 7/6/2023 |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.79% | 0% | 10.39% | 8/15/2023 |
 Amazon (AMZN) | 0.77% | 0% | 20.47% | 6/8/2026 |
 3M (MMM) | 0.61% | 0% | 8.01% | 4/25/2023 |
 Johnson & Johnson (JNJ) | 0.59% | 0% | 6.08% | 5/22/2023 |
 Diageo (DGE.L) | 0.56% | 6.71% | 16.77% | - |
 Seagate (STX.US) | 0.54% | 0% | 13.87% | 7/10/2023 |
 easyJet (EZJ.L) | 0.47% | 0% | 5.12% | 3/13/2023 |
 Disney (DIS) | 0.46% | 0% | 13.87% | 7/10/2023 |
 Realty Income (O) | 0.42% | 0% | 15.73% | 5/30/2025 |
 Vanguard S&P 500 Growth ETF (VOOG) | 0.31% | 0% | 14.32% | 6/8/2026 |
 Vanguard Total International Stock ETF (VXUS) | 0.24% | 0% | 5.93% | 7/14/2023 |
 Meta (META) | 0.19% | 0% | 4.23% | 9/6/2023 |
 MercadoLibre (MELI) | 0.19% | 0% | 2.52% | 5/18/2023 |
 ARK Next Generation Technology ETF (ARKW) | 0.13% | 0% | 16.77% | 6/5/2026 |
 Alphabet (GOOGL) | 0.12% | 0% | 11.65% | 6/5/2026 |
 Space Exploration Technologies Corp (SPCX) | 0.09% | 0% | 0.67% | 6/23/2026 |
 NVIDIA (NVDA) | 0.02% | 0% | 0.59% | 6/13/2025 |
 Berkshire Hathaway (BRK.B) | 0.02% | 0% | 0.22% | 1/4/2023 |
 Tesla (TSLA) | 0.01% | 0% | 0.59% | 6/13/2025 |
 AbbVie (ABBV) | 0.01% | 0% | 0.07% | 4/14/2023 |
 ASML (ASML) | 0% | 0% | 0.07% | 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 Technology ETF (ARKW) | 3.06% | 0.81% |
Cash & Instruments Over Time
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