Portfolio Diversification
Range
Most Diversified
27 instruments
April 4, 2025
Least Diversified
0 instruments
February 2, 2025
Average
22.1 instruments
Most Consistent Holdings
Top 5
AAPL99.88%
META99.88%
MSFT99.88%
AMZN99.88%
DIS99.88%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 11.86% | 16.5% | 99.88% | - |
| Apple (AAPL) | 10.73% | 4.35% | 99.88% | - |
| Meta (META) | 7.98% | 10.92% | 99.88% | - |
 Berkshire Hathaway (BRK.B) | 7.58% | 8.1% | 99.88% | - |
 Centrica (CNA.L) | 6.4% | 6.01% | 99.88% | - |
| Amazon (AMZN) | 6.26% | 6.79% | 99.88% | - |
 Lam Research (LRCX) | 5.63% | 5.23% | 99.88% | - |
 JeppeKirkBonde | 5.35% | 5.37% | 99.77% | - |
 Palo Alto Networks (PANW) | 4.03% | 4.39% | 99.77% | - |
 Taylor Wimpey (TW.L) | 3.71% | 2.65% | 99.88% | - |
 Micron (MU) | 3.67% | 3.96% | 99.88% | - |
 Centamin (CEY.L) | 3.52% | 0% | 78.23% | 11/13/2024 |
| Disney (DIS) | 3.26% | 2.99% | 99.88% | - |
 Unilever (ULVR.L) | 2.44% | 2.1% | 99.88% | - |
 Mastercard (MA) | 2.1% | 2.2% | 99.88% | - |
 PayPal (PYPL) | 1.85% | 1.54% | 99.88% | - |
 Tesla (TSLA) | 1.8% | 3.34% | 99.88% | - |
 Redrow (RDW.L) | 1.74% | 0% | 68.57% | 8/21/2024 |
 Diageo (DGE.L) | 1.25% | 0.73% | 99.88% | - |
| 1.05% | 0% | 10.48% | 4/3/2023 | |
 Stellar (XLM) | 0.4% | 0.64% | 99.88% | - |
 NVIDIA (NVDA) | 0.32% | 2.7% | 12.92% | - |
 Glencore (GLEN.L) | 0.18% | 2.59% | 6.52% | - |
 Nike (NKE) | 0.07% | 1.32% | 5.36% | - |
 Crowdstrike (CRWD) | 0.05% | 0.88% | 5.36% | - |
 Zscaler (ZS) | 0.04% | 0.76% | 5.36% | - |
 Chevron (CVX) | 0.03% | 0.53% | 5.36% | - |
 Adobe (ADBE) | 0.03% | 0.53% | 5.36% | - |
 Comcast (CMCSA) | 0.02% | 0.35% | 5.36% | - |
 Flare (FLR) | 0.01% | 0% | 56.69% | 6/12/2024 |
 Songbird (SGB) | 0% | 0% | 31.78% | 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% |