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Portfolio Diversification
Range
Most Diversified
32 instruments
May 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
21.8 instruments
Most Consistent Holdings
Top 5
AVGO90.56%
RR.L88.14%
MSFT87.44%
LLOY.L75.35%
NVDA75.12%
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 | 10.87% | 0% | 79.72% | 6/8/2026 |
| Microsoft (MSFT) | 6.27% | 0% | 87.44% | 4/29/2026 |
 AI-Edge | 5.31% | 0% | 29.41% | 6/8/2026 |
 DividendGrowth | 4.94% | 0% | 68.17% | 6/8/2026 |
| NVIDIA (NVDA) | 4.26% | 0% | 75.12% | 11/11/2025 |
 Intel (INTC) | 3.11% | 0% | 66.54% | 11/11/2025 |
 Legal & General (LGEN.L) | 3.08% | 0% | 69.89% | 5/13/2026 |
 TSMC (TSM) | 3.02% | 0% | 66.38% | 11/11/2025 |
 Barclays (BARC.L) | 2.85% | 0% | 66.46% | 11/11/2025 |
| Rolls-Royce (RR.L) | 2.83% | 0% | 88.14% | 5/6/2026 |
 AMD (AMD) | 2.49% | 0% | 66.46% | 11/11/2025 |
| Broadcom (AVGO) | 2.4% | 0% | 90.56% | 6/8/2026 |
 Charles Schwab (SCHW) | 2.37% | 0% | 71.61% | 9/24/2025 |
 Nokia (NOK) | 2.36% | 0% | 67.71% | 11/11/2025 |
 Amazon (AMZN) | 2.26% | 0% | 47.89% | 11/11/2025 |
 Berkshire Hathaway (BRK.B) | 2.11% | 0% | 39.31% | 6/8/2026 |
| Lloyd's (LLOY.L) | 2.08% | 0% | 75.35% | 11/11/2025 |
 Tesla (TSLA) | 1.97% | 0% | 41.34% | 9/16/2024 |
 Crowdstrike (CRWD) | 1.83% | 0% | 54.76% | 6/27/2025 |
 Qualcomm (QCOM) | 1.7% | 0% | 66.38% | 11/11/2025 |
 M&G (MNG.L) | 1.69% | 0% | 69.89% | 5/13/2026 |
 PayPal (PYPL) | 1.42% | 0% | 62.79% | 11/11/2025 |
 Zeta Global (ZETA.US) | 1.36% | 10.61% | 34.32% | - |
 Alphabet (GOOGL) | 1.2% | 0% | 65.05% | 11/11/2025 |
 New Horizon (HOVR) | 1.16% | 3.93% | 56.24% | - |
 Devon Energy (DVN) | 1.14% | 0% | 71.06% | 9/24/2025 |
 JPMorgan (JPM) | 1.11% | 0% | 75.04% | 11/11/2025 |
 Persimmon (PSN.L) | 1.03% | 0% | 75.04% | 11/11/2025 |
 Newell Brands (NWL) | 1.02% | 0% | 61.7% | 9/24/2025 |
 Rocket Lab (RKLB) | 0.9% | 22.4% | 5.62% | - |
 BigTech | 0.88% | 0% | 5.15% | 6/8/2026 |
 Block Inc. (XYZ) | 0.79% | 0% | 55.85% | 6/27/2025 |
| 0.78% | 0% | 4.13% | 6/30/2026 | |
 Dr. Martens (DOCS.L) | 0.76% | 0% | 31.75% | 6/12/2025 |
 Verizon (VZ) | 0.7% | 0% | 65.52% | 11/11/2025 |
 Netskope, Inc (NTSK) | 0.65% | 5.87% | 27.69% | - |
 Thermo Fisher (TMO) | 0.48% | 0% | 22.15% | 10/7/2025 |
 ingruc | 0.48% | 0% | 6.01% | 5/30/2023 |
 Joby Aviation (JOBY) | 0.47% | 12.99% | 5.77% | - |
 GE Vernova (GEV) | 0.14% | 0% | 45.63% | 11/11/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.08% | 0% | 0.94% | 3/29/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.04% | 0% | 0.16% | 3/16/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 2.03% | 9/19/2026 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.16% | 3/16/2023 |
 State Street SPDR S&P 500 ETF (SPY) | 0% | 0.06% | 1.33% | - |
 Ethereum (ETH) | 0% | 0% | 0.55% | 9/11/2026 |
 Apple (AAPL) | 0% | 0% | 0.39% | 9/9/2026 |
 APLS Merger CVR (APLS.CVR) | 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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