Portfolio Diversification
Range
Most Diversified
31 instruments
January 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
24.2 instruments
Most Consistent Holdings
Top 5
SCHW99.85%
LLOY.L99.85%
RR.L99.85%
MSFT99.42%
JPM99.42%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since March 14, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 AI-Revolution | 13.43% | 0% | 98.39% | 2/1/2025 |
| Microsoft (MSFT) | 8.49% | 0% | 99.42% | 2/1/2025 |
 NVIDIA (NVDA) | 6.4% | 0% | 99.42% | 2/1/2025 |
 DividendGrowth | 4.56% | 0% | 60% | 1/31/2025 |
 TSMC (TSM) | 4.39% | 0% | 83.21% | 2/1/2025 |
 Barclays (BARC.L) | 4.11% | 0% | 83.21% | 2/1/2025 |
| Charles Schwab (SCHW) | 4.06% | 0% | 99.85% | 2/1/2025 |
 Tesla (TSLA) | 3.69% | 0% | 77.37% | 9/16/2024 |
 Legal & General (LGEN.L) | 3.6% | 0% | 63.65% | 2/1/2025 |
 Nokia (NOK) | 3.4% | 0% | 85.55% | 2/1/2025 |
| Rolls-Royce (RR.L) | 3.35% | 0% | 99.85% | 2/1/2025 |
 Intel (INTC) | 3.25% | 0% | 83.36% | 2/1/2025 |
| Lloyd's (LLOY.L) | 3.16% | 0% | 99.85% | 2/1/2025 |
 Crowdstrike (CRWD) | 3% | 0% | 81.31% | 2/1/2025 |
 AMD (AMD) | 2.88% | 0% | 83.21% | 2/1/2025 |
 Qualcomm (QCOM) | 2.69% | 0% | 83.07% | 2/1/2025 |
 Amazon (AMZN) | 2.41% | 0% | 48.47% | 2/1/2025 |
 Broadcom (AVGO) | 2.32% | 0% | 98.69% | 2/1/2025 |
 M&G (MNG.L) | 2.26% | 0% | 63.65% | 2/1/2025 |
| JPMorgan (JPM) | 1.85% | 0% | 99.42% | 2/1/2025 |
 Persimmon (PSN.L) | 1.81% | 0% | 99.42% | 2/1/2025 |
 Devon Energy (DVN) | 1.74% | 0% | 98.83% | 2/1/2025 |
 Alphabet (GOOGL) | 1.74% | 0% | 80.58% | 2/1/2025 |
 PayPal (PYPL) | 1.69% | 0% | 76.35% | 2/1/2025 |
 Block Inc. (XYZ) | 1.37% | 0% | 83.36% | 2/1/2025 |
 Newell Brands (NWL) | 1.27% | 0% | 81.31% | 2/1/2025 |
 Dr. Martens (DOCS.L) | 1.17% | 0% | 40.44% | 2/1/2025 |
 Verizon (VZ) | 1.13% | 0% | 81.46% | 2/1/2025 |
 ingruc | 0.89% | 0% | 11.24% | 5/30/2023 |
 New Horizon (HOVR) | 0.31% | 0% | 20.15% | 2/1/2025 |
 Berkshire Hathaway (BRK.B) | 0.21% | 0% | 2.77% | 2/1/2025 |
 Thermo Fisher (TMO) | 0.2% | 0% | 5.4% | 2/1/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.15% | 0% | 1.75% | 3/29/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.07% | 0% | 0.29% | 3/16/2023 |
 GE Vernova (GEV) | 0.04% | 0% | 44.23% | 2/1/2025 |
 Bitcoin (BTC) | 0.03% | 0% | 1.02% | 3/29/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.29% | 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% |