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Portfolio Diversification
Range
Most Diversified
27 instruments
January 20, 2024
Least Diversified
0 instruments
April 4, 2026
Average
10.1 instruments
Most Consistent Holdings
Top 5
RR.L99.76%
NG.L81.41%
MNG.L79.5%
AMPX62.46%
SMT.L60.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Rolls-Royce (RR.L) | 18.48% | 9.18% | 99.76% | - |
| Scottish Mortgage (SMT.L) | 11.08% | 0% | 60.91% | 5/28/2025 |
 triangulacapital | 9% | 0% | 47.56% | 3/21/2025 |
 Pfizer (PFE) | 8.85% | 0% | 56.73% | 2/26/2026 |
| M&G (MNG.L) | 8.58% | 7.07% | 79.5% | - |
| National Grid (NG.L) | 7.92% | 6.87% | 81.41% | - |
| Amprius (AMPX) | 6.6% | 7.37% | 62.46% | - |
 Aston Martin (AML.L) | 4.93% | 0% | 46.72% | 3/24/2025 |
 OSB Group (OSB.L) | 3.66% | 10.66% | 46.6% | - |
 Altria (MO) | 3.5% | 17.33% | 19.55% | - |
 Microsoft (MSFT) | 3.02% | 20.59% | 19.43% | - |
 QinetiQ (QQ.L) | 2.55% | 3.78% | 41.48% | - |
 Astria (ATXS) | 1.77% | 0% | 15.73% | 1/28/2026 |
 TUI AG (TUI.L) | 1.49% | 0% | 20.26% | 6/20/2024 |
 CPHequities | 1.19% | 0% | 6.32% | 2/22/2024 |
 Lufthansa (LHA.DE) | 1.14% | 3.65% | 24.91% | - |
 Reviva (RVPH) | 0.99% | 0% | 15.73% | 1/29/2026 |
 NVIDIA (NVDA) | 0.81% | 0% | 10.01% | 1/30/2026 |
 Resolute Mining (RSG.L) | 0.7% | 0% | 20.86% | 5/6/2025 |
 Soleno Therapeutics (SLNO) | 0.64% | 12.9% | 6.2% | - |
 Nike (NKE) | 0.63% | 0% | 5.24% | 2/13/2024 |
 Bitcoin (BTC) | 0.62% | 0% | 10.73% | 7/11/2024 |
 Cineworld Group PLC (CINE.L) | 0.32% | 0% | 26.1% | 8/8/2024 |
 Gilead Sciences (GILD) | 0.17% | 0% | 6.44% | 5/7/2024 |
 Silk Road Medical (SILK) | 0.11% | 0% | 4.17% | 2/23/2024 |
 Upland (UPLD) | 0.06% | 0% | 2.26% | 3/14/2024 |
 Rio Tinto (RIO.L) | 0.04% | 0% | 8.7% | 3/14/2024 |
 Renewables Infrastructure Group (TRIG.L) | 0.03% | 0% | 8.7% | 3/14/2024 |
 Target (TGT) | 0.03% | 0% | 8.7% | 3/14/2024 |
 GSK (GSK.L) | 0.03% | 0% | 8.7% | 3/14/2024 |
 Disney (DIS) | 0.02% | 0% | 8.7% | 3/14/2024 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.02% | 0% | 8.7% | 3/14/2024 |
 Alaska Air (ALK) | 0.02% | 0% | 8.7% | 3/14/2024 |
 Tyson Foods (TSN) | 0.02% | 0% | 8.7% | 3/14/2024 |
 Diageo (DGE.L) | 0.02% | 0% | 8.7% | 3/14/2024 |
 Amazon (AMZN) | 0.02% | 0% | 6.79% | 2/26/2024 |
 Orsted (ORSTED.CO) | 0.02% | 0% | 8.7% | 3/14/2024 |
 Estee Lauder (EL) | 0.01% | 0% | 8.7% | 3/14/2024 |
 Repligen (RGEN) | 0.01% | 0% | 8.7% | 3/14/2024 |
 Tencent (0700.HK) | 0.01% | 0% | 8.82% | 3/15/2024 |
 Xinyi Solar (0968.HK) | 0.01% | 0% | 8.82% | 3/15/2024 |
 Ferrexpo (FXPO.L) | 0.01% | 0% | 8.7% | 3/14/2024 |
 Cranswick (CWK.L) | 0.01% | 0% | 3.93% | 2/2/2024 |
 Baidu (BIDU) | 0.01% | 0% | 8.7% | 3/14/2024 |
 Evoke (EVOK.L) | 0% | 0% | 8.7% | 3/14/2024 |
 Co-Diagnostics (CODX) | 0% | 0% | 8.7% | 3/14/2024 |
 Osmosis (OSMO) | 0% | 0% | 0.72% | 4/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Altria (MO) | 21.14% | 17.2% |
| Microsoft (MSFT) | 14.09% | 11.03% |
| Astria (ATXS) | 7.75% | 10.89% |
| Rolls-Royce (RR.L) | 1.06% | 9.26% |
| Pfizer (PFE) | 12.19% | 9.1% |
| NVIDIA (NVDA) | 10.48% | 8.34% |
| M&G (MNG.L) | 6.81% | 7.57% |
| National Grid (NG.L) | 7.26% | 6.81% |
| OSB Group (OSB.L) | 4.2% | 4.73% |
| Lufthansa (LHA.DE) | 4.75% | 4.36% |
| QinetiQ (QQ.L) | 4.94% | 3.88% |
| Amprius (AMPX) | 1.8% | 3.29% |
| Reviva (RVPH) | 3.52% | 2.97% |
Cash & Instruments Over Time
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