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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
FANG99.03%
CSP1.L99.03%
PFE98.28%
NFG97.9%
AMZN96.18%
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) | 19.07% | 20.53% | 99.03% | - |
| Amazon (AMZN) | 14.46% | 16.33% | 96.18% | - |
 Apple (AAPL) | 14.23% | 18.87% | 88.31% | - |
 Royal Caribbean (RCL) | 12.61% | 15.62% | 88.91% | - |
 Uber (UBER) | 10.61% | 9.3% | 86.43% | - |
| Diamondback (FANG) | 8.26% | 7.75% | 99.03% | - |
 Lightspeed (LSPD) | 4.55% | 3.5% | 86.51% | - |
| National Fuel (NFG) | 1.59% | 1.49% | 97.9% | - |
| Pfizer (PFE) | 0.97% | 0.76% | 98.28% | - |
 Johnson & Johnson (JNJ) | 0.16% | 0% | 8.77% | 6/22/2023 |
 Alphabet (GOOG) | 0.02% | 0% | 0.82% | 3/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 17.98% | 19.86% |
| Apple (AAPL) | 17.98% | 16.75% |
| Royal Caribbean (RCL) | 9.33% | 16.65% |
| Amazon (AMZN) | 13.48% | 15.76% |
| Uber (UBER) | 10.79% | 12.15% |
| Diamondback (FANG) | 8.99% | 6.41% |
| Lightspeed (LSPD) | 8.99% | 4.19% |
| National Fuel (NFG) | 1.8% | 1.65% |
| Pfizer (PFE) | 1.8% | 0.7% |
Cash & Instruments Over Time
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