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Portfolio Diversification
Range
Most Diversified
32 instruments
May 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
23 instruments
Most Consistent Holdings
Top 5
AVGO97.48%
RR.L94.88%
MSFT94.12%
LLOY.L81.11%
NVDA80.86%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 14, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AI-Revolution | 11.7% | 0% | 85.81% | 6/8/2026 |
| Microsoft (MSFT) | 6.75% | 0% | 94.12% | 4/29/2026 |
 AI-Edge | 5.71% | 0% | 31.65% | 6/8/2026 |
 DividendGrowth | 5.32% | 0% | 73.38% | 6/8/2026 |
| NVIDIA (NVDA) | 4.58% | 0% | 80.86% | 11/11/2025 |
 Intel (INTC) | 3.35% | 0% | 71.62% | 11/11/2025 |
 Legal & General (LGEN.L) | 3.31% | 0% | 75.23% | 5/13/2026 |
 TSMC (TSM) | 3.26% | 0% | 71.45% | 11/11/2025 |
 Barclays (BARC.L) | 3.07% | 0% | 71.54% | 11/11/2025 |
| Rolls-Royce (RR.L) | 3.04% | 0% | 94.88% | 5/6/2026 |
 AMD (AMD) | 2.68% | 0% | 71.54% | 11/11/2025 |
| Broadcom (AVGO) | 2.58% | 0% | 97.48% | 6/8/2026 |
 Charles Schwab (SCHW) | 2.55% | 0% | 77.08% | 9/24/2025 |
 Nokia (NOK) | 2.54% | 0% | 72.88% | 11/11/2025 |
 Amazon (AMZN) | 2.44% | 0% | 51.55% | 11/11/2025 |
 Berkshire Hathaway (BRK.B) | 2.27% | 0% | 42.32% | 6/8/2026 |
| Lloyd's (LLOY.L) | 2.24% | 0% | 81.11% | 11/11/2025 |
 Tesla (TSLA) | 2.12% | 0% | 44.5% | 9/16/2024 |
 Crowdstrike (CRWD) | 1.97% | 0% | 58.94% | 6/27/2025 |
 Qualcomm (QCOM) | 1.83% | 0% | 71.45% | 11/11/2025 |
 M&G (MNG.L) | 1.82% | 0% | 75.23% | 5/13/2026 |
 PayPal (PYPL) | 1.53% | 0% | 67.59% | 11/11/2025 |
 Alphabet (GOOGL) | 1.29% | 0% | 70.03% | 11/11/2025 |
 Devon Energy (DVN) | 1.23% | 0% | 76.49% | 9/24/2025 |
 JPMorgan (JPM) | 1.2% | 0% | 80.77% | 11/11/2025 |
 Persimmon (PSN.L) | 1.11% | 0% | 80.77% | 11/11/2025 |
 Newell Brands (NWL) | 1.1% | 0% | 66.41% | 9/24/2025 |
 New Horizon (HOVR) | 0.97% | 2.07% | 53.15% | - |
 BigTech | 0.95% | 0% | 5.54% | 6/8/2026 |
 Block Inc. (XYZ) | 0.85% | 0% | 60.12% | 6/27/2025 |
 Dr. Martens (DOCS.L) | 0.82% | 0% | 34.17% | 6/12/2025 |
 Zeta Global (ZETA.US) | 0.81% | 6.51% | 29.55% | - |
 Verizon (VZ) | 0.75% | 0% | 70.53% | 11/11/2025 |
 AlgoCloud-WBBHXC | 0.72% | 23.6% | 3.95% | - |
 Thermo Fisher (TMO) | 0.52% | 0% | 23.85% | 10/7/2025 |
 ingruc | 0.51% | 0% | 6.47% | 5/30/2023 |
 Netskope, Inc (NTSK) | 0.45% | 2.17% | 22.42% | - |
 GE Vernova (GEV) | 0.16% | 0% | 49.12% | 11/11/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.09% | 0% | 1.01% | 3/29/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.04% | 0% | 0.17% | 3/16/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 0.92% | 11/11/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.17% | 3/16/2023 |
 LOCKED FOR CVR9 (US.CVR10) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| AI-Edge | 15.89% | 17.1% |
| Microsoft (MSFT) | 7.83% | 7.02% |
| DividendGrowth | 6.68% | 6.35% |
| Berkshire Hathaway (BRK.B) | 4.63% | 4.62% |
| Broadcom (AVGO) | 1.55% | 3.21% |
| Rolls-Royce (RR.L) | 0.68% | 2.84% |
| Zeta Global (ZETA.US) | 2.47% | 2.7% |
| Legal & General (LGEN.L) | 2.56% | 2.7% |
| Netskope, Inc (NTSK) | 3.18% | 2.54% |
| New Horizon (HOVR) | 1.22% | 1.68% |
| M&G (MNG.L) | 0.95% | 1.24% |
Cash & Instruments Over Time
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