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Portfolio Diversification
Range
Most Diversified
32 instruments
May 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
23.9 instruments
Most Consistent Holdings
Top 5
RR.L99.01%
AVGO98.92%
MSFT98.75%
LLOY.L86.56%
NVDA86.29%
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 | 11.67% | 15.14% | 86.74% | - |
| Microsoft (MSFT) | 6.94% | 14.82% | 98.75% | - |
 DividendGrowth | 5.38% | 6.75% | 73.48% | - |
 AI-Edge | 5.25% | 17.35% | 28.94% | - |
| NVIDIA (NVDA) | 4.89% | 0% | 86.29% | 11/11/2025 |
 Intel (INTC) | 3.58% | 0% | 76.43% | 11/11/2025 |
 TSMC (TSM) | 3.47% | 0% | 76.25% | 11/11/2025 |
 Legal & General (LGEN.L) | 3.46% | 2.72% | 77.42% | - |
 Barclays (BARC.L) | 3.28% | 0% | 76.34% | 11/11/2025 |
| Rolls-Royce (RR.L) | 3.18% | 3.15% | 99.01% | - |
 AMD (AMD) | 2.86% | 0% | 76.34% | 11/11/2025 |
 Charles Schwab (SCHW) | 2.72% | 0% | 82.26% | 9/24/2025 |
 Nokia (NOK) | 2.71% | 0% | 77.78% | 11/11/2025 |
 Amazon (AMZN) | 2.6% | 0% | 55.02% | 11/11/2025 |
| Broadcom (AVGO) | 2.58% | 3.26% | 98.92% | - |
| Lloyd's (LLOY.L) | 2.39% | 0% | 86.56% | 11/11/2025 |
 Tesla (TSLA) | 2.26% | 0% | 47.49% | 9/16/2024 |
 Berkshire Hathaway (BRK.B) | 2.23% | 4.46% | 40.05% | - |
 Crowdstrike (CRWD) | 2.11% | 0% | 62.9% | 6/27/2025 |
 Qualcomm (QCOM) | 1.95% | 0% | 76.25% | 11/11/2025 |
 M&G (MNG.L) | 1.91% | 1.28% | 77.42% | - |
 PayPal (PYPL) | 1.64% | 0% | 72.13% | 11/11/2025 |
 Alphabet (GOOGL) | 1.38% | 0% | 74.73% | 11/11/2025 |
 Devon Energy (DVN) | 1.31% | 0% | 81.63% | 9/24/2025 |
 JPMorgan (JPM) | 1.28% | 0% | 86.2% | 11/11/2025 |
 Persimmon (PSN.L) | 1.19% | 0% | 86.2% | 11/11/2025 |
 Newell Brands (NWL) | 1.17% | 0% | 70.88% | 9/24/2025 |
 Block Inc. (XYZ) | 0.91% | 0% | 64.16% | 6/27/2025 |
 New Horizon (HOVR) | 0.9% | 1.89% | 50.45% | - |
 Dr. Martens (DOCS.L) | 0.88% | 0% | 36.47% | 6/12/2025 |
 Verizon (VZ) | 0.8% | 0% | 75.27% | 11/11/2025 |
 Zeta Global (ZETA) | 0.56% | 2.11% | 25.27% | - |
 Thermo Fisher (TMO) | 0.55% | 0% | 25.45% | 10/7/2025 |
 ingruc | 0.55% | 0% | 6.9% | 5/30/2023 |
 Netskope, Inc (NTSK) | 0.36% | 1.37% | 17.65% | - |
 GE Vernova (GEV) | 0.17% | 0% | 52.42% | 11/11/2025 |
 BigTech | 0.17% | 15.68% | 1.08% | - |
 UK100 Index (Non Expiry) (UK100) | 0.09% | 0% | 1.08% | 3/29/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.04% | 0% | 0.18% | 3/16/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 0.99% | 11/11/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.18% | 3/16/2023 |
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) | 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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