Portfolio Diversification
Range
Most Diversified
26 instruments
May 9, 2025
Least Diversified
3 instruments
June 17, 2023
Average
14 instruments
Most Consistent Holdings
Top 5
SBRY.L87.71%
AMZN61.92%
META59.78%
MKS.L55.03%
MSFT49.72%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 28, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Sainsbury's (SBRY.L) | 12.52% | 0.81% | 87.71% | - |
| Amazon (AMZN) | 8.15% | 14.53% | 61.92% | - |
 Centamin (CEY.L) | 8.08% | 0% | 30.54% | 2/16/2024 |
| Meta (META) | 5.96% | 3.04% | 59.78% | - |
 NVIDIA (NVDA) | 5.18% | 6.16% | 46% | - |
 Tesla (TSLA) | 4.74% | 0% | 35.29% | 8/20/2024 |
 Roblox (RBLX) | 3.63% | 0% | 27.75% | 5/16/2023 |
 PayPal (PYPL) | 3.62% | 0% | 40.22% | 9/19/2024 |
| Microsoft (MSFT) | 3.26% | 0% | 49.72% | 5/19/2025 |
| Marks & Spencer (MKS.L) | 2.41% | 3.05% | 55.03% | - |
 Eli Lilly (LLY) | 2.08% | 5.44% | 34.08% | - |
 Banco Santander (SAN) | 2.03% | 0% | 29.8% | 6/7/2023 |
 Apple (AAPL) | 2.02% | 0% | 17.13% | 1/24/2024 |
 Mastercard (MA) | 1.72% | 0% | 23.18% | 2/18/2025 |
 Mondelez (MDLZ) | 1.6% | 0% | 27.19% | 9/4/2024 |
 Alphabet (GOOG) | 1.59% | 5.17% | 36.41% | - |
 Coca-Cola (KO) | 1.51% | 0% | 25.51% | 2/22/2024 |
 Dell (DELL) | 1.44% | 4.02% | 35.38% | - |
 Crocs (CROX) | 1.32% | 0% | 22.44% | 3/15/2024 |
 Novo-Nordisk (NVO) | 1.31% | 1.34% | 44.69% | - |
 Skechers (SKX) | 1.25% | 0% | 40.6% | 1/3/2025 |
 Citi (C) | 1.02% | 4.12% | 29.24% | - |
 American Express (AXP) | 0.97% | 4.29% | 24.12% | - |
 Glencore (GLEN.L) | 0.95% | 2.16% | 40.13% | - |
 Costco (COST) | 0.93% | 3.08% | 30.07% | - |
 Rolls-Royce (RR.L) | 0.93% | 3.37% | 28.58% | - |
 Goldman Sachs (GS) | 0.78% | 2.87% | 19.74% | - |
 Marvell (MRVL) | 0.76% | 0% | 12.48% | 1/14/2025 |
 Adobe (ADBE) | 0.67% | 0% | 11.17% | 6/28/2024 |
 Tesco (TSCO.L) | 0.66% | 0% | 24.3% | 2/5/2025 |
 Walmart (WMT) | 0.62% | 4.48% | 14.25% | - |
 Block Inc. (XYZ) | 0.55% | 0% | 20.67% | 2/23/2024 |
 Supermicro (SMCI) | 0.55% | 0% | 10.52% | 11/14/2024 |
 BAE Systems (BA.L) | 0.5% | 3.95% | 24.58% | - |
 Visa (V) | 0.5% | 4.69% | 15.64% | - |
 Alphabet (GOOGL) | 0.45% | 0% | 7.73% | 3/18/2024 |
 Intuit (INTU) | 0.42% | 0% | 7.73% | 12/4/2023 |
 Barclays (BARC.L) | 0.34% | 0% | 18.53% | 5/23/2025 |
 JPMorgan (JPM) | 0.33% | 2.65% | 12.94% | - |
 Volkswagen (VOW3.DE) | 0.32% | 0% | 15.46% | 1/31/2024 |
 YETI (YETI) | 0.31% | 0.99% | 26.26% | - |
 Alexandria (ARE) | 0.29% | 0% | 3.91% | 7/5/2023 |
 Qualcomm (QCOM) | 0.28% | 0% | 2.14% | 7/13/2023 |
 Pinterest (PINS) | 0.27% | 0% | 5.03% | 8/31/2023 |
 UiPath (PATH) | 0.26% | 0.42% | 45.34% | - |
 IAG (IAG.L) | 0.25% | 0% | 12.29% | 6/5/2025 |
 McDonald's (MCD) | 0.23% | 0% | 16.29% | 8/28/2024 |
 QuantumScape (QS) | 0.23% | 0% | 2.23% | 6/16/2023 |
 STAG (STAG) | 0.22% | 0% | 4.93% | 12/4/2023 |
 Snowflake (SNOW) | 0.2% | 0% | 9.68% | 5/14/2025 |
 Relay Therapeutics (RLAY) | 0.2% | 0% | 13.13% | 7/18/2024 |
 ASML (ASML.NV) | 0.19% | 0% | 7.73% | 5/15/2025 |
 Netflix (NFLX) | 0.19% | 0% | 9.31% | 1/22/2025 |
 AMD (AMD) | 0.16% | 0% | 9.12% | 7/10/2024 |
 Disney (DIS) | 0.12% | 0% | 1.96% | 6/6/2023 |
 Datadog (DDOG) | 0.11% | 0% | 5.12% | 6/10/2024 |
 GE HealthCare (GEHC) | 0.09% | 0% | 5.12% | 7/16/2024 |
 Gerresheimer (GXI.DE) | 0.06% | 0% | 3.35% | 4/10/2024 |
 Liberty SiriusXM (LSXMK) | 0.06% | 0% | 2.51% | 2/1/2024 |
 ARM (ARM) | 0.05% | 0% | 4.93% | 6/5/2024 |
 Toast (TOST) | 0.04% | 0% | 2.33% | 3/26/2024 |
 Shopify (SHOP) | 0.03% | 0% | 2.23% | 4/23/2025 |
 Twilio (TWLO) | 0.02% | 0% | 1.02% | 8/4/2023 |
 Caterpillar (CAT) | 0.02% | 0% | 0.65% | 4/23/2024 |
 Greggs (GRG.L) | 0.02% | 0% | 0.19% | 8/7/2024 |
 Etsy (ETSY) | 0.02% | 0% | 0.19% | 6/22/2023 |
 Peloton (PTON) | 0.01% | 0% | 1.02% | 10/10/2023 |
 CVS Health (CVS) | 0.01% | 0% | 0.84% | 7/25/2024 |
 Fluence (FLNC) | 0.01% | 0% | 0.56% | 4/8/2024 |
 Johnson & Johnson (JNJ) | 0% | 0% | 0.19% | 1/16/2025 |
 Palantir (PLTR) | 0% | 0% | 0.09% | 3/12/2025 |
 HP (HPQ) | 0% | 0% | 0.19% | 3/1/2024 |
 Rivian (RIVN) | 0% | 0% | 0.09% | 8/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 14.66% | 17.25% |
| NVIDIA (NVDA) | 11.79% | 11.9% |
| Eli Lilly (LLY) | 9.56% | 8.21% |
| Marks & Spencer (MKS.L) | 6.35% | 6.51% |
| Microsoft (MSFT) | 5.32% | 5.15% |
| Mastercard (MA) | 4.37% | 4.41% |
| Meta (META) | 3.77% | 4.39% |
| Dell (DELL) | 5.2% | 4.25% |
| Rolls-Royce (RR.L) | 3.77% | 3.96% |
| Alphabet (GOOG) | 3.43% | 3.93% |
| Marvell (MRVL) | 3.54% | 3.54% |
| Skechers (SKX) | 3.48% | 3.5% |
| Visa (V) | 3.31% | 3.41% |
| American Express (AXP) | 2.79% | 3.06% |
| Citi (C) | 2.67% | 2.98% |
| Costco (COST) | 2.79% | 2.62% |
| Netflix (NFLX) | 2.23% | 2.17% |
| Novo-Nordisk (NVO) | 2.93% | 1.91% |
| Glencore (GLEN.L) | 1.5% | 1.43% |
| YETI (YETI) | 1.42% | 1.34% |
| BAE Systems (BA.L) | 1.5% | 1.32% |
| Tesco (TSCO.L) | 0.86% | 0.9% |
| Sainsbury's (SBRY.L) | 0.94% | 0.9% |
| UiPath (PATH) | 0.86% | 0.47% |