Portfolio Diversification
Range
Most Diversified
32 instruments
May 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
25.8 instruments
Most Consistent Holdings
Top 5
SCHW99.89%
LLOY.L99.89%
RR.L99.89%
MSFT99.56%
JPM99.56%
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 | 13.22% | 12.16% | 98.67% | - |
| Microsoft (MSFT) | 7.22% | 3.34% | 99.56% | - |
 NVIDIA (NVDA) | 5.77% | 4.01% | 99.56% | - |
 DividendGrowth | 5.23% | 7.27% | 69.33% | - |
 TSMC (TSM) | 4.09% | 2.73% | 87.22% | - |
 Intel (INTC) | 3.95% | 5.1% | 87.33% | - |
 Barclays (BARC.L) | 3.87% | 2.72% | 87.22% | - |
 Legal & General (LGEN.L) | 3.68% | 2.73% | 72.33% | - |
| Charles Schwab (SCHW) | 3.36% | 0.94% | 99.89% | - |
| Rolls-Royce (RR.L) | 3.28% | 2.99% | 99.89% | - |
 Nokia (NOK) | 3.22% | 1.79% | 89% | - |
 AMD (AMD) | 3.19% | 4.22% | 87.22% | - |
 Amazon (AMZN) | 2.92% | 4.68% | 60.78% | - |
| Lloyd's (LLOY.L) | 2.85% | 1.52% | 99.89% | - |
 Tesla (TSLA) | 2.81% | 0% | 58.89% | 9/16/2024 |
 AI-Edge | 2.72% | 18.57% | 14.11% | - |
 Crowdstrike (CRWD) | 2.61% | 0% | 78% | 6/27/2025 |
 Broadcom (AVGO) | 2.43% | 3.36% | 99% | - |
 Qualcomm (QCOM) | 2.34% | 1.05% | 87.11% | - |
 M&G (MNG.L) | 2.07% | 1.27% | 72.33% | - |
 PayPal (PYPL) | 1.88% | 2.2% | 82% | - |
 Berkshire Hathaway (BRK.B) | 1.67% | 5.28% | 26% | - |
 Devon Energy (DVN) | 1.61% | 0.93% | 99.11% | - |
 Alphabet (GOOGL) | 1.61% | 1.42% | 85.22% | - |
| JPMorgan (JPM) | 1.55% | 0.5% | 99.56% | - |
 Persimmon (PSN.L) | 1.46% | 0.21% | 99.56% | - |
 Newell Brands (NWL) | 1.4% | 2.42% | 85.78% | - |
 Block Inc. (XYZ) | 1.12% | 0% | 79.56% | 6/27/2025 |
 Dr. Martens (DOCS.L) | 1.09% | 0% | 45.22% | 6/12/2025 |
 Verizon (VZ) | 0.97% | 0.36% | 85.89% | - |
 ingruc | 0.68% | 0% | 8.56% | 5/30/2023 |
 Thermo Fisher (TMO) | 0.63% | 1.53% | 28% | - |
 New Horizon (HOVR) | 0.57% | 2.1% | 39.22% | - |
 GE Vernova (GEV) | 0.17% | 0.59% | 57.56% | - |
 Zeta Global (ZETA) | 0.13% | 1.86% | 7.78% | - |
 UK100 Index (Non Expiry) (UK100) | 0.11% | 0% | 1.33% | 3/29/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.05% | 0% | 0.22% | 3/16/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 0.78% | 3/29/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.22% | 3/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AI-Revolution | 13.85% | 12.91% |
| Legal & General (LGEN.L) | 7.65% | 6.19% |
| DividendGrowth | 7.16% | 5.9% |
| Intel (INTC) | 9.8% | 5.87% |
| Amazon (AMZN) | 5.38% | 5.47% |
| TSMC (TSM) | 3.84% | 5.33% |
| NVIDIA (NVDA) | 1.14% | 5.13% |
| Microsoft (MSFT) | 4.35% | 4.83% |
| Barclays (BARC.L) | 2.87% | 4.37% |
| Nokia (NOK) | 4.21% | 4.01% |
| Thermo Fisher (TMO) | 4.74% | 3.77% |
| Rolls-Royce (RR.L) | 2.04% | 3.49% |
| New Horizon (HOVR) | 2.23% | 2.67% |
| Crowdstrike (CRWD) | 1.49% | 2.61% |
| AMD (AMD) | 3.7% | 2.6% |
| Dr. Martens (DOCS.L) | 2.98% | 2.44% |
| Lloyd's (LLOY.L) | 2.32% | 2.33% |
| M&G (MNG.L) | 2.84% | 2.19% |
| Devon Energy (DVN) | 2.55% | 1.98% |
| Broadcom (AVGO) | 0.62% | 1.79% |
| Qualcomm (QCOM) | 1.66% | 1.76% |
| Charles Schwab (SCHW) | 1.58% | 1.66% |
| PayPal (PYPL) | 1.45% | 1.63% |
| Alphabet (GOOGL) | 1.15% | 1.45% |
| Newell Brands (NWL) | 1.27% | 1.12% |
| Block Inc. (XYZ) | 1.04% | 1.07% |
| JPMorgan (JPM) | 0.6% | 0.92% |
| Verizon (VZ) | 0.78% | 0.76% |
| Persimmon (PSN.L) | 0.71% | 0.56% |
| GE Vernova (GEV) | 0% | 0.06% |