Portfolio Diversification
Range
Most Diversified
32 instruments
May 1, 2025
Least Diversified
0 instruments
February 2, 2025
Average
25.5 instruments
Most Consistent Holdings
Top 5
RR.L99.3%
AVGO98.9%
MSFT98.69%
LLOY.L96.99%
NVDA96.69%
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 | 12.86% | 0% | 95.68% | 11/11/2025 |
| Microsoft (MSFT) | 6.87% | 7.05% | 98.69% | - |
| NVIDIA (NVDA) | 5.48% | 0% | 96.69% | 11/11/2025 |
 DividendGrowth | 5.3% | 6.18% | 71.39% | - |
 Intel (INTC) | 4.01% | 0% | 85.64% | 11/11/2025 |
 AI-Edge | 4% | 17.02% | 21.49% | - |
 TSMC (TSM) | 3.89% | 0% | 85.44% | 11/11/2025 |
 Barclays (BARC.L) | 3.67% | 0% | 85.54% | 11/11/2025 |
 Legal & General (LGEN.L) | 3.56% | 2.49% | 74.8% | - |
| Rolls-Royce (RR.L) | 3.22% | 2.68% | 99.3% | - |
 AMD (AMD) | 3.2% | 0% | 85.54% | 11/11/2025 |
 Charles Schwab (SCHW) | 3.05% | 0% | 92.17% | 9/24/2025 |
 Nokia (NOK) | 3.04% | 0% | 87.15% | 11/11/2025 |
 Amazon (AMZN) | 2.91% | 0% | 61.65% | 11/11/2025 |
| Lloyd's (LLOY.L) | 2.68% | 0% | 96.99% | 11/11/2025 |
 Tesla (TSLA) | 2.54% | 0% | 53.21% | 9/16/2024 |
| Broadcom (AVGO) | 2.52% | 3.72% | 98.9% | - |
 Crowdstrike (CRWD) | 2.36% | 0% | 70.48% | 6/27/2025 |
 Qualcomm (QCOM) | 2.18% | 0% | 85.44% | 11/11/2025 |
 M&G (MNG.L) | 1.98% | 1.16% | 74.8% | - |
 Berkshire Hathaway (BRK.B) | 1.95% | 4.47% | 32.93% | - |
 PayPal (PYPL) | 1.83% | 0% | 80.82% | 11/11/2025 |
 Alphabet (GOOGL) | 1.55% | 0% | 83.73% | 11/11/2025 |
 Devon Energy (DVN) | 1.47% | 0% | 91.47% | 9/24/2025 |
 JPMorgan (JPM) | 1.43% | 0% | 96.59% | 11/11/2025 |
 Persimmon (PSN.L) | 1.33% | 0% | 96.59% | 11/11/2025 |
 Newell Brands (NWL) | 1.31% | 0% | 79.42% | 9/24/2025 |
 Block Inc. (XYZ) | 1.02% | 0% | 71.89% | 6/27/2025 |
 Dr. Martens (DOCS.L) | 0.98% | 0% | 40.86% | 6/12/2025 |
 Verizon (VZ) | 0.9% | 0% | 84.34% | 11/11/2025 |
 New Horizon (HOVR) | 0.75% | 2.07% | 44.68% | - |
 Thermo Fisher (TMO) | 0.62% | 0% | 28.51% | 10/7/2025 |
 ingruc | 0.62% | 0% | 7.73% | 5/30/2023 |
 Zeta Global (ZETA) | 0.34% | 2.53% | 16.37% | - |
 GE Vernova (GEV) | 0.19% | 0% | 58.73% | 11/11/2025 |
 Netskope, Inc (NTSK) | 0.17% | 3.28% | 7.83% | - |
 UK100 Index (Non Expiry) (UK100) | 0.1% | 0% | 1.2% | 3/29/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.05% | 0% | 0.2% | 3/16/2023 |
 Bitcoin (BTC) | 0.02% | 0% | 1.1% | 11/11/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.2% | 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% |