Portfolio Diversification
Range
Most Diversified
9 instruments
July 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
8.4 instruments
Most Consistent Holdings
Top 5
FANG99.89%
CSP1.L99.89%
PFE99.09%
NFG99.09%
AMZN95.56%
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) | 18.92% | 17.91% | 99.89% | - |
| Amazon (AMZN) | 13.99% | 15.54% | 95.56% | - |
 Apple (AAPL) | 13.36% | 13.21% | 84.53% | - |
 Royal Caribbean (RCL) | 10.53% | 20.83% | 84.53% | - |
 Uber (UBER) | 10.31% | 13.65% | 81.68% | - |
| Diamondback (FANG) | 8.96% | 6.05% | 99.89% | - |
 Lightspeed (LSPD) | 5.11% | 4.57% | 81.68% | - |
| National Fuel (NFG) | 1.58% | 1.82% | 99.09% | - |
| Pfizer (PFE) | 1.11% | 0.7% | 99.09% | - |
 Johnson & Johnson (JNJ) | 0.25% | 0% | 13.31% | 6/22/2023 |
 Alphabet (GOOG) | 0.02% | 0% | 1.25% | 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% |