Portfolio Diversification
Range
Most Diversified
9 instruments
July 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
8.5 instruments
Most Consistent Holdings
Top 5
FANG99.71%
CSP1.L99.71%
PFE99.02%
NFG98.92%
AMZN95.99%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 17, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 18.89% | 19.57% | 99.71% | - |
| Amazon (AMZN) | 14.17% | 15.32% | 95.99% | - |
 Apple (AAPL) | 13.58% | 17% | 86.4% | - |
 Royal Caribbean (RCL) | 11.57% | 16.52% | 86.5% | - |
 Uber (UBER) | 10.75% | 12.55% | 83.95% | - |
| Diamondback (FANG) | 8.55% | 6.63% | 99.71% | - |
 Lightspeed (LSPD) | 4.96% | 4.18% | 83.95% | - |
| National Fuel (NFG) | 1.6% | 1.68% | 98.92% | - |
| Pfizer (PFE) | 1.05% | 0.72% | 99.02% | - |
 Johnson & Johnson (JNJ) | 0.22% | 0% | 11.45% | 6/22/2023 |
 Alphabet (GOOG) | 0.02% | 0% | 1.08% | 3/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 18.1% | 19.47% |
| Apple (AAPL) | 18.1% | 17.04% |
| Amazon (AMZN) | 13.58% | 16.55% |
| Royal Caribbean (RCL) | 9.39% | 15.23% |
| Uber (UBER) | 10.86% | 9.92% |
| Diamondback (FANG) | 9.05% | 7.73% |
| Lightspeed (LSPD) | 9.05% | 5.85% |
| National Fuel (NFG) | 1.81% | 1.38% |
| Pfizer (PFE) | 1.81% | 0.82% |