Portfolio Diversification
Range
Most Diversified
24 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
22 instruments
Most Consistent Holdings
Top 5
AAPL99.87%
META99.87%
MSFT99.87%
AMZN99.87%
DIS99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Apple (AAPL) | 11.53% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 11.34% | 0% | 99.87% | 2/1/2025 |
| Meta (META) | 7.61% | 0% | 99.87% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 7.45% | 0% | 99.87% | 2/1/2025 |
 Centrica (CNA.L) | 6.42% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 6.17% | 0% | 99.87% | 2/1/2025 |
 Lam Research (LRCX) | 5.72% | 0% | 99.87% | 2/1/2025 |
 JeppeKirkBonde | 5.35% | 0% | 99.87% | 2/1/2025 |
 Centamin (CEY.L) | 4.01% | 0% | 89.24% | 11/13/2024 |
 Palo Alto Networks (PANW) | 3.98% | 0% | 99.87% | 2/1/2025 |
 Taylor Wimpey (TW.L) | 3.84% | 0% | 99.87% | 2/1/2025 |
 Micron (MU) | 3.71% | 0% | 99.87% | 2/1/2025 |
| Disney (DIS) | 3.33% | 0% | 99.87% | 2/1/2025 |
 Unilever (ULVR.L) | 2.46% | 0% | 99.87% | 2/1/2025 |
 Mastercard (MA) | 2.09% | 0% | 99.87% | 2/1/2025 |
 Redrow (RDW.L) | 1.99% | 0% | 78.22% | 8/21/2024 |
 PayPal (PYPL) | 1.89% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 1.67% | 0% | 99.87% | 2/1/2025 |
 Diageo (DGE.L) | 1.32% | 0% | 99.87% | 2/1/2025 |
| 1.2% | 0% | 11.95% | 4/3/2023 | |
 Stellar (XLM) | 0.36% | 0% | 99.87% | 2/1/2025 |
 NVIDIA (NVDA) | 0.02% | 0% | 0.66% | 2/1/2025 |
 Flare (FLR) | 0.02% | 0% | 64.67% | 6/12/2024 |
 Songbird (SGB) | 0% | 0% | 36.25% | 6/11/2024 |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 19.33% | 16.07% |
| Apple (AAPL) | 7.47% | 12.44% |
| Meta (META) | 6.75% | 9.67% |
| Amazon (AMZN) | 5.77% | 7.3% |
| Berkshire Hathaway (BRK.B) | 5.52% | 7.28% |
| Centrica (CNA.L) | 2.55% | 5.4% |
| JeppeKirkBonde | 6.49% | 5.25% |
| Lam Research (LRCX) | 3.23% | 4.69% |
| Palo Alto Networks (PANW) | 1.32% | 4.34% |
| Disney (DIS) | 4.92% | 3.09% |
| Micron (MU) | 2.67% | 3.03% |
| Taylor Wimpey (TW.L) | 6.41% | 2.94% |
| Tesla (TSLA) | 0.68% | 2.42% |
| Unilever (ULVR.L) | 3.4% | 2.15% |
| Mastercard (MA) | 1.78% | 2.09% |
| PayPal (PYPL) | 4.07% | 1.91% |
| Diageo (DGE.L) | 1.53% | 0.9% |
| Stellar (XLM) | 1.87% | 0.77% |
| Flare (FLR) | 0% | 0% |