Portfolio Diversification
Range
Most Diversified
9 instruments
July 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
8.3 instruments
Most Consistent Holdings
Top 5
FANG99.86%
CSP1.L99.86%
PFE98.87%
NFG98.87%
AMZN94.49%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
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) | 18.93% | 0% | 99.86% | 2/1/2025 |
| Amazon (AMZN) | 13.55% | 0% | 94.49% | 2/1/2025 |
 Apple (AAPL) | 13.02% | 0% | 80.79% | 2/1/2025 |
 Uber (UBER) | 9.52% | 0% | 77.26% | 2/1/2025 |
| Diamondback (FANG) | 9.44% | 0% | 99.86% | 2/1/2025 |
 Royal Caribbean (RCL) | 9.04% | 0% | 80.79% | 2/1/2025 |
 Lightspeed (LSPD) | 5.31% | 0% | 77.26% | 2/1/2025 |
| National Fuel (NFG) | 1.51% | 0% | 98.87% | 2/1/2025 |
| Pfizer (PFE) | 1.19% | 0% | 98.87% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 0.31% | 0% | 16.53% | 6/22/2023 |
 Alphabet (GOOG) | 0.03% | 0% | 1.55% | 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% |