Portfolio Diversification
Range
Most Diversified
36 instruments
October 6, 2023
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
GOOG99.87%
BRK.B99.87%
QQQ99.87%
RIO.L90.04%
LGEN.L88.18%
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 |
|---|---|---|---|---|
| Invesco QQQ (QQQ) | 16.69% | 0% | 99.87% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 7.57% | 0% | 99.87% | 2/1/2025 |
| Alphabet (GOOG) | 4.45% | 0% | 99.87% | 2/1/2025 |
 American Express (AXP) | 3.42% | 0% | 64.01% | 2/1/2025 |
 TSMC (TSM) | 3.27% | 0% | 64.28% | 2/1/2025 |
 Microsoft (MSFT) | 2.99% | 0% | 62.55% | 2/1/2025 |
 NVIDIA (NVDA) | 2.93% | 0% | 47.41% | 2/1/2025 |
| Legal & General (LGEN.L) | 2.75% | 0% | 88.18% | 1/23/2025 |
 Energy Transfer (ET) | 2.63% | 0% | 86.06% | 2/1/2025 |
 Chip-Tech | 2.55% | 0% | 31.34% | 8/29/2023 |
 LVMH (MC.PA) | 2.49% | 0% | 62.42% | 2/1/2025 |
 Aviva (AV.L) | 2.19% | 0% | 73.57% | 1/23/2025 |
| Rio Tinto (RIO.L) | 2.12% | 0% | 90.04% | 1/23/2025 |
 Driverless | 2.1% | 0% | 29.88% | 8/17/2023 |
 Redrow (RDW.L) | 2.09% | 0% | 62.95% | 6/6/2024 |
 Coca-Cola (KO) | 1.96% | 0% | 78.75% | 2/1/2025 |
 Glencore (GLEN.L) | 1.77% | 0% | 62.15% | 2/1/2025 |
 Barrick (GOLD.BARRICK) | 1.65% | 0% | 62.28% | 4/22/2024 |
 Imperial Brands (IMB.L) | 1.53% | 0% | 61.22% | 5/3/2024 |
 RenewableEnergy | 1.4% | 0% | 31.47% | 8/30/2023 |
 Rolls-Royce (RR.L) | 1.33% | 0% | 43.29% | 9/9/2024 |
 Nike (NKE) | 1.31% | 0% | 32.54% | 9/9/2024 |
 CyberSecurity | 1.31% | 0% | 31.34% | 8/29/2023 |
 Rightmove (RMV.L) | 1.25% | 0% | 30.15% | 9/9/2024 |
 Volkswagen (VOW3.DE) | 1.17% | 0% | 37.72% | 6/6/2024 |
 Apple (AAPL) | 1.11% | 0% | 46.61% | 2/1/2025 |
 Dell (DELL) | 1.02% | 0% | 30.54% | 8/23/2023 |
 SL Green (SLG) | 1.02% | 0% | 22.71% | 7/17/2023 |
 NatWest (NWG.L) | 1.01% | 0% | 52.99% | 4/2/2024 |
 Cisco (CSCO) | 0.95% | 0% | 45.29% | 9/10/2024 |
 Barclays (BARC.L) | 0.93% | 0% | 33.33% | 11/6/2024 |
 Frontline (FRO) | 0.92% | 0% | 26.43% | 2/1/2025 |
 SPDR S&P 500 ETF (SPY) | 0.86% | 0% | 37.58% | 2/1/2025 |
 Global SuperDividend US ETF (DIV) | 0.86% | 0% | 23.9% | 1/17/2024 |
 Mercedes-Benz (MBG.DE) | 0.8% | 0% | 31.61% | 1/23/2025 |
 FDM Group (FDM.L) | 0.77% | 0% | 69.32% | 2/1/2025 |
 National Grid (NG.L) | 0.76% | 0% | 43.29% | 3/7/2024 |
 ExxonMobil (XOM) | 0.72% | 0% | 50.46% | 5/3/2024 |
 Moneysupermarket (MONY.L) | 0.71% | 0% | 25.1% | 2/1/2025 |
 FuturePayments | 0.59% | 0% | 10.36% | 3/22/2023 |
 Supermicro (SMCI) | 0.58% | 0% | 18.59% | 9/10/2024 |
 Disney (DIS) | 0.58% | 0% | 30.28% | 8/20/2023 |
 Visa (V) | 0.5% | 0% | 24.17% | 7/5/2023 |
 Lockheed Martin (LMT) | 0.49% | 0% | 33.2% | 5/3/2024 |
 Qualcomm (QCOM) | 0.47% | 0% | 24.44% | 12/15/2023 |
 Kinder Morgan (KMI) | 0.44% | 0% | 19.39% | 12/22/2023 |
 GigaCloud (GCT) | 0.41% | 0% | 13.81% | 5/22/2024 |
 Philip Morris (PM) | 0.39% | 0% | 22.05% | 11/30/2023 |
 NYCB (FLG) | 0.31% | 0% | 21.91% | 2/7/2024 |
 Verizon (VZ) | 0.27% | 0% | 17.8% | 11/20/2023 |
 Vanquis (VANQ.L) | 0.27% | 0% | 21.51% | 4/19/2024 |
 Block Inc. (XYZ) | 0.24% | 0% | 28.02% | 8/3/2023 |
 Taylor Wimpey (TW.L) | 0.22% | 0% | 9.16% | 12/1/2023 |
 Occidental (OXY) | 0.22% | 0% | 28.15% | 3/13/2024 |
 Marks & Spencer (MKS.L) | 0.16% | 0% | 8.63% | 2/1/2025 |
 Paramount (PARA) | 0.15% | 0% | 10.49% | 11/20/2023 |
 Take-Two (TTWO) | 0.15% | 0% | 10.62% | 6/16/2023 |
 Vanguard FTSE Europe ETF (VGK) | 0.15% | 0% | 17.8% | 11/20/2023 |
 Verisign (VRSN) | 0.15% | 0% | 8.37% | 2/1/2025 |
 Howden Joinery (HWDN.L) | 0.14% | 0% | 18.19% | 11/30/2023 |
 Britvic (BVIC.L) | 0.13% | 0% | 17% | 1/25/2024 |
 Hess (HES) | 0.12% | 0% | 13.81% | 7/27/2023 |
 VICI Properties (VICI) | 0.11% | 0% | 13.81% | 12/14/2023 |
 BHP (BHP) | 0.11% | 0% | 5.98% | 10/26/2023 |
 Fidelity National Financial (FNF) | 0.09% | 0% | 4.65% | 8/9/2023 |
 Procter & Gamble (PG) | 0.08% | 0% | 4.38% | 8/20/2023 |
 Hapag-Lloyd (HLAG.DE) | 0.07% | 0% | 3.72% | 3/7/2024 |
 Maersk (MAERSKB.CO) | 0.06% | 0% | 3.72% | 3/7/2024 |
 Wheaton Precious Metals (WPM) | 0.06% | 0% | 4.38% | 4/9/2024 |
 Sea (SE) | 0.06% | 0% | 2.92% | 6/16/2023 |
 JPMorgan (JPM) | 0.05% | 0% | 6.37% | 10/11/2023 |
 McDonald's (MCD) | 0.05% | 0% | 8.5% | 9/10/2024 |
 Allianz (ALV.DE) | 0.04% | 0% | 5.44% | 7/16/2024 |
 Applied Digital (APLD) | 0.04% | 0% | 3.19% | 2/1/2025 |
 Anglo American (AAL.L) | 0.03% | 0% | 1.86% | 12/15/2023 |
 Cotton (Expiring Future) (COTTON.FUT) | 0.03% | 0% | 3.45% | 7/23/2024 |
 Black Knight Inc. (BKI) | 0.02% | 0% | 0.8% | 8/29/2023 |
 Kroger (KR) | 0.02% | 0% | 1.86% | 9/8/2023 |
 Etsy (ETSY) | 0.02% | 0% | 1.59% | 1/13/2023 |
 SPDR Gold (GLD) | 0.01% | 0% | 1.2% | 2/1/2025 |
 CVS Health (CVS) | 0.01% | 0% | 0.4% | 7/21/2023 |
 GameStop (GME) | 0.01% | 0% | 0.4% | 6/6/2024 |
 TBC (TBCG.L) | 0% | 0% | 0.53% | 9/22/2023 |
 BAT (BATS.L) | 0% | 0% | 0.4% | 2/24/2023 |
 Phinia (PHIN) | 0% | 0% | 1.33% | 7/20/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Invesco QQQ (QQQ) | 14.14% | 16.42% |
| NVIDIA (NVDA) | 6.54% | 8.11% |
| TSMC (TSM) | 6.18% | 7.99% |
| American Express (AXP) | 6% | 7.69% |
| Berkshire Hathaway (BRK.B) | 7.57% | 7.33% |
| Alphabet (GOOG) | 6.07% | 6.89% |
| Microsoft (MSFT) | 5.6% | 5.09% |
| Apple (AAPL) | 3.65% | 4.03% |
| Coca-Cola (KO) | 4.11% | 3.71% |
| Aviva (AV.L) | 3.76% | 3.62% |
| Mercedes-Benz (MBG.DE) | 4.35% | 3.54% |
| Energy Transfer (ET) | 2.7% | 3.5% |
| Frontline (FRO) | 5.19% | 2.85% |
| LVMH (MC.PA) | 3.49% | 2.82% |
| Moneysupermarket (MONY.L) | 3.27% | 2.49% |
| Rio Tinto (RIO.L) | 2.82% | 2.44% |
| SPDR S&P 500 ETF (SPY) | 2.72% | 2.35% |
| Glencore (GLEN.L) | 3.15% | 2.32% |
| Legal & General (LGEN.L) | 2.25% | 1.93% |
| Marks & Spencer (MKS.L) | 2.2% | 1.92% |
| Verisign (VRSN) | 1.82% | 1.66% |
| FDM Group (FDM.L) | 1.35% | 0.79% |