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Portfolio Diversification
Range
Most Diversified
50 instruments
August 7, 2026
Least Diversified
0 instruments
October 20, 2025
Average
27.7 instruments
Most Consistent Holdings
Top 5
MSFT86.16%
SGRO.L86.16%
GSK.L86.08%
LGEN.L86.08%
NG.L86.08%
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 |
|---|---|---|---|---|
 Tesla (TSLA) | 15.02% | 0% | 55.44% | 1/29/2025 |
 NVIDIA (NVDA) | 7.62% | 7.99% | 86.01% | - |
 Persimmon (PSN.L) | 4.59% | 3.42% | 78.31% | - |
 iShares Silver Trust (SLV) | 4.46% | 5.17% | 71.06% | - |
| Microsoft (MSFT) | 2.92% | 3.12% | 86.16% | - |
| Legal & General (LGEN.L) | 2.83% | 3.33% | 86.08% | - |
 Meta (META) | 2.54% | 2.23% | 74.39% | - |
| GSK (GSK.L) | 2.5% | 1.32% | 86.08% | - |
| Segro (SGRO.L) | 2.45% | 1.27% | 86.16% | - |
 American Express (AXP) | 2.32% | 1.74% | 74.46% | - |
| National Grid (NG.L) | 2.25% | 1.05% | 86.08% | - |
 Lloyd's (LLOY.L) | 2.19% | 2.4% | 74.46% | - |
 Apple (AAPL) | 2% | 2.51% | 53.89% | - |
 Amazon (AMZN) | 2% | 1.69% | 74.54% | - |
 Rolls-Royce (RR.L) | 1.8% | 3.66% | 52.85% | - |
 GE Vernova (GEV) | 1.65% | 4.23% | 45.89% | - |
 Coca-Cola (KO) | 1.65% | 1.44% | 74.17% | - |
 Procter & Gamble (PG) | 1.57% | 0.97% | 74.32% | - |
 GE (GE) | 1.47% | 1.82% | 63.36% | - |
 Volkswagen (VOW3.DE) | 1.37% | 1.88% | 45.23% | - |
 JPMorgan (JPM) | 1.24% | 1.58% | 58.55% | - |
 Centrus (LEU) | 1.14% | 1.8% | 45.23% | - |
 Adobe (ADBE) | 1.1% | 0.39% | 74.61% | - |
 iShares MSCI India ETF (INDA) | 1.06% | 0% | 28.28% | 1/7/2025 |
 iShares US Aggregate Bond UCITS ETF (IUAA.L) | 1.06% | 0% | 31.01% | 6/27/2025 |
 Silver (Non Expiry) (SILVER) | 1.04% | 0% | 2.89% | 7/24/2023 |
 Accor (AC.PA) | 1% | 1.18% | 54.33% | - |
 Nio (NIO) | 0.99% | 0.48% | 74.17% | - |
 Enel (ENEL.MI) | 0.97% | 1.23% | 53.89% | - |
 Cameco (CCJ) | 0.86% | 2.66% | 41.82% | - |
 Amphenol (APH) | 0.84% | 1.96% | 43.3% | - |
 Vanguard Information Technology (VGT) | 0.82% | 0% | 15.1% | 9/5/2024 |
 TSMC (TSM) | 0.8% | 2.08% | 43.3% | - |
 British Land (BLND.L) | 0.76% | 0.88% | 54.26% | - |
 Schneider Electric (SU.PA) | 0.76% | 1.18% | 50.26% | - |
 Nu (NU) | 0.75% | 0.95% | 51.37% | - |
 Temple Bar (TMPL.L) | 0.74% | 1.44% | 42.86% | - |
 Vale (VALE) | 0.74% | 1.42% | 42.49% | - |
 M&G (MNG.L) | 0.7% | 2.74% | 33.16% | - |
 Ferrari (RACE) | 0.6% | 0.91% | 44.12% | - |
 Tesco (TSCO.L) | 0.6% | 1.55% | 33.09% | - |
 Vanguard Morningstar Total Stock Market ETF (VTI) | 0.57% | 1.59% | 32.64% | - |
 Schroder Real Estate (SREI.L) | 0.55% | 1.02% | 34.64% | - |
 Marks & Spencer (MKS.L) | 0.53% | 1.32% | 33.09% | - |
 Bitcoin (BTC) | 0.53% | 0% | 10.07% | 1/27/2025 |
 NuScale Power (SMR) | 0.52% | 0.34% | 45.3% | - |
 Mercedes-Benz (MBG.DE) | 0.48% | 1.06% | 30.5% | - |
 LVMH (MC.PA) | 0.48% | 0.49% | 43.97% | - |
 Vodafone (VOD) | 0.45% | 0.94% | 45.45% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.39% | 0% | 19.54% | 5/29/2025 |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.34% | 0% | 6.14% | 5/6/2024 |
 Rivian (RIVN) | 0.32% | 1.83% | 15.99% | - |
 Digital Realty (DLR) | 0.23% | 0% | 8.22% | 5/13/2024 |
 GM (GM) | 0.23% | 0% | 8.96% | 9/5/2024 |
 ChargePoint (CHPT) | 0.23% | 0% | 8.22% | 5/13/2024 |
 ASML (ASML) | 0.22% | 1.27% | 17.39% | - |
 Vanguard Morningstar Growth ETF (VUG) | 0.17% | 0% | 7.18% | 10/15/2024 |
 Caterpillar (CAT) | 0.16% | 0% | 6.44% | 9/5/2024 |
 BAE Systems (BA.L) | 0.16% | 0% | 19.17% | 8/19/2025 |
 Aflac (AFL) | 0.13% | 0.98% | 11.77% | - |
 Take-Two (TTWO) | 0.06% | 0.81% | 6% | - |
 Metro Bank (MTRO.L) | 0.03% | 0.94% | 3.63% | - |
 Sanofi (SAN.PA) | 0.03% | 0.95% | 3.4% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 0.02% | 0% | 1.04% | 8/14/2026 |
 AbbVie (ABBV) | 0.02% | 0% | 1.78% | 1/31/2025 |
 Royal Caribbean (RCL) | 0.02% | 0% | 0.67% | 5/16/2024 |
 Baidu (BIDU) | 0.01% | 0% | 2.59% | 9/24/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Silver Trust (SLV) | 3.92% | 8.39% |
| NVIDIA (NVDA) | 3.59% | 8.27% |
| Persimmon (PSN.L) | 5.19% | 4.25% |
| GE Vernova (GEV) | 3.46% | 3.68% |
| Rolls-Royce (RR.L) | 2.42% | 3.61% |
| Centrus (LEU) | 2.59% | 3.5% |
| Volkswagen (VOW3.DE) | 4.32% | 3.37% |
| Lloyd's (LLOY.L) | 1.73% | 2.75% |
| American Express (AXP) | 1.73% | 2.66% |
| Legal & General (LGEN.L) | 3.46% | 2.65% |
| Meta (META) | 1.73% | 2.52% |
| GE (GE) | 1.73% | 2.23% |
| Amphenol (APH) | 1.54% | 2.03% |
| M&G (MNG.L) | 2.59% | 2.02% |
| Cameco (CCJ) | 1.49% | 1.97% |
| Amazon (AMZN) | 1.73% | 1.94% |
| JPMorgan (JPM) | 1.73% | 1.89% |
| Mercedes-Benz (MBG.DE) | 2.34% | 1.85% |
| Tesco (TSCO.L) | 2.33% | 1.8% |
| TSMC (TSM) | 1.73% | 1.78% |
| Vanguard Morningstar Total Stock Market ETF (VTI) | 2.28% | 1.77% |
| Microsoft (MSFT) | 1.73% | 1.74% |
| Schroder Real Estate (SREI.L) | 2.32% | 1.68% |
| Temple Bar (TMPL.L) | 1.73% | 1.66% |
| Vale (VALE) | 1.73% | 1.65% |
| GSK (GSK.L) | 1.73% | 1.61% |
| Enel (ENEL.MI) | 1.73% | 1.55% |
| Accor (AC.PA) | 1.73% | 1.54% |
| Marks & Spencer (MKS.L) | 2.33% | 1.47% |
| Coca-Cola (KO) | 1.73% | 1.44% |
| Nu (NU) | 1.73% | 1.43% |
| National Grid (NG.L) | 1.73% | 1.33% |
| Segro (SGRO.L) | 1.73% | 1.2% |
| Procter & Gamble (PG) | 1.73% | 1.19% |
| Schneider Electric (SU.PA) | 1.73% | 1.17% |
| British Land (BLND.L) | 1.73% | 1.12% |
| LVMH (MC.PA) | 1.73% | 1.07% |
| Ferrari (RACE) | 1.73% | 1.03% |
| Vodafone (VOD) | 0.86% | 0.94% |
| Nio (NIO) | 1.73% | 0.83% |
| Adobe (ADBE) | 1.73% | 0.72% |
| NuScale Power (SMR) | 1.54% | 0.69% |
Cash & Instruments Over Time
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