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Portfolio Diversification
Range
Most Diversified
80 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
51.1 instruments
Most Consistent Holdings
Top 5
GOOG99.74%
MSFT99.74%
AMZN99.74%
MCD99.74%
PG99.74%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 5.42% | 4.21% | 99.74% | - |
 Rio Tinto (RIO) | 5.41% | 9.43% | 96.3% | - |
 Bitcoin (BTC) | 4.93% | 5.43% | 99.74% | - |
| Procter & Gamble (PG) | 4.14% | 2.91% | 99.74% | - |
 SPX500 Index (Non Expiry) (SPX500) | 3.24% | 6.27% | 53.54% | - |
 Meta (META) | 3.15% | 5.84% | 56.46% | - |
 Regeneron (REGN) | 3.05% | 2.95% | 99.74% | - |
 HSBC (HSBA.L) | 3.04% | 6.57% | 99.42% | - |
 Tesco (TSCO.L) | 2.98% | 2.74% | 99.74% | - |
 Vale (VALE) | 2.9% | 2.88% | 96.3% | - |
| Microsoft (MSFT) | 2.9% | 2.62% | 99.74% | - |
 Beyond (BBBY) | 2.71% | 0% | 59.25% | 8/2/2024 |
 ABF (ABF.L) | 2.51% | 2.18% | 99.74% | - |
 Waste Management (WM) | 2.35% | 3.83% | 99.74% | - |
 Ethereum (ETH) | 2.32% | 1.78% | 99.74% | - |
 Sysco (SYY) | 2.19% | 1.63% | 99.74% | - |
| Alphabet (GOOG) | 2.13% | 3.34% | 99.74% | - |
 IAG (IAG.L) | 2% | 2.77% | 99.74% | - |
 Warner Bros Discovery (WBD) | 1.99% | 3.28% | 93.19% | - |
| McDonald's (MCD) | 1.94% | 3.29% | 99.74% | - |
 Unilever (ULVR.L) | 1.91% | 1.29% | 99.74% | - |
 PayPal (PYPL) | 1.85% | 0% | 93.32% | 2/3/2026 |
 Dropbox (DBX) | 1.58% | 1.17% | 99.74% | - |
 Medical Properties Trust (MPT) | 1.51% | 2.43% | 56.52% | - |
 First Trust Water ETF (FIW.US) | 1.44% | 1.91% | 65.22% | - |
 Renewables Infrastructure Group (TRIG.L) | 1.43% | 0% | 95.72% | 2/18/2026 |
 Anglo American (AAL.L) | 1.37% | 1.1% | 99.74% | - |
 Brazil Index MSCI Ishares (EWZ) | 1.24% | 1.25% | 99.74% | - |
 Cleanspark (CLSK) | 1.23% | 1.28% | 96.5% | - |
 Enagas (ENG.MC) | 1.2% | 0.95% | 99.74% | - |
 United Utilities (UU.L) | 1.19% | 1.11% | 99.74% | - |
 Rolls-Royce (RR.L) | 1.12% | 0% | 57.75% | 7/10/2024 |
 KraneShares Global Carbon ETF (KRBN) | 1% | 0% | 89.75% | 12/23/2025 |
 Gold (Non Expiry) (GOLD) | 0.99% | 0% | 16.55% | 9/22/2022 |
 Severn Trent (SVT.L) | 0.95% | 1.42% | 65.02% | - |
 Vanguard Value ETF (VTV) | 0.95% | 0.94% | 97.47% | - |
 Southwest (LUV) | 0.82% | 0% | 41.21% | 10/27/2023 |
 Smurfit Kappa (SWR.L) | 0.81% | 0.55% | 99.74% | - |
 iShares China Large-Cap ETF (FXI) | 0.73% | 0.66% | 99.74% | - |
 Veolia (VIE.PA) | 0.72% | 1.09% | 65.15% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0.72% | 0.47% | 99.74% | - |
 Vanguard Total Bond Market ETF (BND) | 0.51% | 0.38% | 99.74% | - |
 NextEra (NEE) | 0.51% | 0.46% | 99.74% | - |
 Direct Line Group (DLG.L) | 0.5% | 0% | 27.19% | 3/20/2023 |
 American Water (AWK) | 0.49% | 0.34% | 99.74% | - |
 Gerdau (GGB) | 0.46% | 0% | 88.58% | 12/23/2025 |
 Palantir (PLTR) | 0.36% | 0% | 69.82% | 1/13/2025 |
 easyJet (EZJ.L) | 0.35% | 0.17% | 99.74% | - |
 iShares Silver Trust (SLV) | 0.34% | 0.64% | 99.74% | - |
 Lululemon (LULU) | 0.3% | 0% | 59.44% | 8/5/2024 |
 Intel (INTC) | 0.28% | 0% | 14.15% | 8/9/2022 |
 Discovery Inc (DISCA) | 0.26% | 0% | 6.55% | 4/12/2022 |
 Amicus Therapeutics (FOLD) | 0.25% | 0.25% | 99.74% | - |
 Zillow (Z) | 0.2% | 0% | 17.07% | 10/3/2022 |
 Yamana Gold Inc (AUY) | 0.19% | 0% | 25.11% | 4/10/2023 |
 Direxion Shares Etf Trust-Direxion Daily Homebuilders & Supplies Bull 3x Shares (NAIL) | 0.18% | 0% | 19.4% | 12/14/2023 |
 Mission Produce (AVO) | 0.18% | 1.02% | 17.91% | - |
 IDS (IDS.L) | 0.14% | 0% | 15.57% | 9/1/2022 |
 GoPro (GPRO) | 0.1% | 0% | 16.48% | 9/21/2022 |
 Bristol-Myers Squibb (BMY) | 0.06% | 0% | 3.83% | 2/28/2022 |
 Norwegian Cruise Line (NCLH) | 0.06% | 0% | 10.77% | 6/16/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.05% | 0% | 0.71% | 2/24/2022 |
 Alibaba (BABA) | 0.05% | 0% | 4.74% | 3/15/2022 |
 Aurora Cannabis (ACB) | 0.05% | 0.01% | 99.74% | - |
 StoneCo (STNE) | 0.04% | 0% | 8.31% | 5/9/2022 |
 Micron (MU) | 0.04% | 0% | 1.3% | 1/20/2022 |
 Carnival (CCL.L) | 0.03% | 0% | 10.58% | 6/13/2022 |
 Digital Turbine (APPS) | 0.03% | 0% | 5.58% | 6/1/2022 |
 Gazprom OAO-ADR (OGZDL.L) | 0.03% | 0.02% | 96.37% | - |
 Oatly (OTLY) | 0.03% | 0% | 6.62% | 4/13/2022 |
 Porsche (PAH3.DE) | 0.02% | 0% | 3.5% | 2/23/2022 |
 Evofem Biosciences (EVFM) | 0.02% | 0% | 17.65% | 10/12/2022 |
 Nio (NIO) | 0.02% | 0% | 1.56% | 1/24/2022 |
 Polygon Ecosystem (ex Matic) (POL) | 0.02% | 0% | 7.66% | 4/29/2022 |
 Unity (U) | 0.02% | 0% | 4.22% | 3/7/2022 |
 Mitek (MITK) | 0.02% | 0% | 7.66% | 4/29/2022 |
 Tupperware (TUPBQ) | 0.01% | 0% | 2.92% | 2/14/2022 |
 Apple (AAPL) | 0.01% | 0% | 1.23% | 1/19/2022 |
 Hyatt (H) | 0.01% | 0% | 1.17% | 1/18/2022 |
 SolarEdge (SEDG) | 0.01% | 0% | 3.83% | 2/28/2022 |
 Ocado (OCDO.L) | 0.01% | 0% | 2.53% | 2/8/2022 |
 iShares MSCI Thailand ETF (THD) | 0.01% | 0% | 1.56% | 2/28/2022 |
 Siemens Healthineers (SHL.DE) | 0.01% | 0% | 1.62% | 1/25/2022 |
 Bitcoin Cash (BCH) | 0.01% | 0% | 1.56% | 1/24/2022 |
 Transocean (RIG) | 0.01% | 0% | 0.65% | 1/10/2022 |
 Kartoon Studios (TOON) | 0.01% | 0% | 1.36% | 1/21/2022 |
 Invitae Corp (NVTAQ) | 0.01% | 0% | 1.62% | 1/25/2022 |
 XRP (XRP) | 0.01% | 0% | 1.56% | 1/24/2022 |
 ChargePoint (CHPT) | 0.01% | 0% | 1.56% | 1/24/2022 |
 iPath Bloomberg Commodity Index Total Return ETN (DJP) | 0% | 0% | 1.56% | 2/28/2022 |
 Moderna (MRNA) | 0% | 0% | 1.23% | 1/19/2022 |
 BioNTech SE (BNTX) | 0% | 0% | 1.17% | 1/18/2022 |
 Zynerba Pharmaceuticals Inc (ZYNE) | 0% | 0% | 1.62% | 1/25/2022 |
 Curve (CRV) | 0% | 0% | 0.97% | 1/15/2022 |
 Tatneft OAO-ADR (ATADL.L) | 0% | 0% | 0.45% | 2/28/2022 |
 Plug Power (PLUG) | 0% | 0% | 1.56% | 1/24/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0% | 0% | 0.45% | 2/10/2022 |
 PDD Holdings (PDD) | 0% | 0% | 0.32% | 1/5/2022 |
 NOVATEK OAO (NVTKL.L) | 0% | 0% | 0.19% | 2/24/2022 |
 Lukoil OAO-ADR (LKOD.L) | 0% | 0% | 0.19% | 2/24/2022 |
 Rosneft OAO (ROSNL.L) | 0% | 0% | 0.19% | 2/24/2022 |
 Sberbank of Russia (SBERL.L) | 0% | 0% | 0.19% | 2/24/2022 |
 Flare (FLR) | 0% | 0% | 9.28% | 10/4/2025 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.91% | 12/23/2025 |
 XTI Aerospace (XTIA) | 0% | 0% | 0.65% | 1/10/2022 |
 Songbird (SGB) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rio Tinto (RIO) | 7.78% | 7.84% |
| Bitcoin (BTC) | 3.89% | 6.34% |
| SPX500 Index (Non Expiry) (SPX500) | 5.56% | 6.28% |
| Meta (META) | 5.56% | 5.97% |
| HSBC (HSBA.L) | 3.34% | 5.92% |
| Amazon (AMZN) | 3.34% | 3.98% |
| Waste Management (WM) | 4.17% | 3.94% |
| Warner Bros Discovery (WBD) | 3.89% | 3.62% |
| McDonald's (MCD) | 3.89% | 3.49% |
| Alphabet (GOOG) | 1.67% | 3.24% |
| Regeneron (REGN) | 3.89% | 3.19% |
| IAG (IAG.L) | 1.39% | 3.17% |
| Microsoft (MSFT) | 2.22% | 3.09% |
| Procter & Gamble (PG) | 3.89% | 3.04% |
| ABF (ABF.L) | 3.06% | 2.61% |
| Tesco (TSCO.L) | 1.95% | 2.55% |
| Medical Properties Trust (MPT) | 2.78% | 2.46% |
| Ethereum (ETH) | 2.78% | 2.31% |
| Vale (VALE) | 2.78% | 2.23% |
| First Trust Water ETF (FIW.US) | 1.95% | 1.99% |
| Sysco (SYY) | 2.22% | 1.67% |
| Unilever (ULVR.L) | 1.67% | 1.55% |
| Dropbox (DBX) | 1.67% | 1.37% |
| Severn Trent (SVT.L) | 1.39% | 1.32% |
| Cleanspark (CLSK) | 1.11% | 1.12% |
| PayPal (PYPL) | 2.22% | 1.11% |
| United Utilities (UU.L) | 1.11% | 1.04% |
| Brazil Index MSCI Ishares (EWZ) | 1.11% | 1.02% |
| Anglo American (AAL.L) | 1.39% | 0.98% |
| Veolia (VIE.PA) | 1.11% | 0.95% |
| Vanguard Value ETF (VTV) | 0.83% | 0.92% |
| Mission Produce (AVO) | 1.11% | 0.9% |
| Enagas (ENG.MC) | 1.39% | 0.76% |
| Renewables Infrastructure Group (TRIG.L) | 1.67% | 0.73% |
| iShares China Large-Cap ETF (FXI) | 0.83% | 0.71% |
| iShares Silver Trust (SLV) | 0.28% | 0.61% |
| Smurfit Kappa (SWR.L) | 0.83% | 0.55% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 1.11% | 0.49% |
| NextEra (NEE) | 0.56% | 0.43% |
| Vanguard Total Bond Market ETF (BND) | 0.56% | 0.4% |
| American Water (AWK) | 0.56% | 0.35% |
| Amicus Therapeutics (FOLD) | 0.28% | 0.26% |
| easyJet (EZJ.L) | 0.56% | 0.24% |
| Gazprom OAO-ADR (OGZDL.L) | 0.28% | 0.02% |
| Aurora Cannabis (ACB) | 0.56% | 0.02% |
Cash & Instruments Over Time
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