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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.L99.32%
NG.L82.26%
MNG.L80.56%
AMPX64.07%
SMT.L57.74%
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) | 17.91% | 8.47% | 99.32% | - |
| Scottish Mortgage (SMT.L) | 10.5% | 0% | 57.74% | 5/28/2025 |
 triangulacapital | 8.53% | 0% | 45.08% | 3/21/2025 |
| M&G (MNG.L) | 8.47% | 6.92% | 80.56% | - |
 Pfizer (PFE) | 8.39% | 0% | 53.79% | 2/26/2026 |
| National Grid (NG.L) | 7.9% | 13.94% | 82.26% | - |
| Amprius (AMPX) | 6.58% | 6.9% | 64.07% | - |
 Aston Martin (AML.L) | 4.67% | 0% | 44.29% | 3/24/2025 |
 Altria (MO) | 4.12% | 18.18% | 23.05% | - |
 OSB Group (OSB.L) | 3.93% | 8.91% | 49.27% | - |
 Microsoft (MSFT) | 3.86% | 19.21% | 23.62% | - |
 QinetiQ (QQ.L) | 2.58% | 3.49% | 44.52% | - |
 Astria (ATXS) | 1.68% | 0% | 14.92% | 1/28/2026 |
 TUI AG (TUI.L) | 1.41% | 0% | 19.21% | 6/20/2024 |
 Lufthansa (LHA.DE) | 1.24% | 3.68% | 28.36% | - |
 CPHequities | 1.13% | 0% | 5.99% | 2/22/2024 |
 Soleno Therapeutics (SLNO) | 1.02% | 0% | 9.27% | 5/21/2026 |
 Reviva (RVPH) | 0.94% | 0% | 14.92% | 1/29/2026 |
 NVIDIA (NVDA) | 0.76% | 0% | 9.49% | 1/30/2026 |
 Resolute Mining (RSG.L) | 0.66% | 0% | 19.77% | 5/6/2025 |
 Nike (NKE) | 0.6% | 0% | 4.97% | 2/13/2024 |
 Bitcoin (BTC) | 0.59% | 0% | 10.17% | 7/11/2024 |
 Cineworld Group PLC (CINE.L) | 0.3% | 0% | 24.75% | 8/8/2024 |
 Allogene (ALLO) | 0.24% | 4.47% | 4.63% | - |
 Gilead Sciences (GILD) | 0.16% | 0% | 6.1% | 5/7/2024 |
 Silk Road Medical (SILK) | 0.1% | 0% | 3.95% | 2/23/2024 |
 Upland (UPLD) | 0.06% | 0% | 2.15% | 3/14/2024 |
 Rio Tinto (RIO.L) | 0.04% | 0% | 8.25% | 3/14/2024 |
 Renewables Infrastructure Group (TRIG.L) | 0.03% | 0% | 8.25% | 3/14/2024 |
 Target (TGT) | 0.03% | 0% | 8.25% | 3/14/2024 |
 GSK (GSK.L) | 0.03% | 0% | 8.25% | 3/14/2024 |
 Disney (DIS) | 0.02% | 0% | 8.25% | 3/14/2024 |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 0.02% | 0% | 8.25% | 3/14/2024 |
 Alaska Air (ALK) | 0.02% | 0% | 8.25% | 3/14/2024 |
 Tyson Foods (TSN) | 0.02% | 0% | 8.25% | 3/14/2024 |
 Diageo (DGE.L) | 0.02% | 0% | 8.25% | 3/14/2024 |
 Amazon (AMZN) | 0.01% | 0% | 6.44% | 2/26/2024 |
 Orsted (ORSTED.CO) | 0.01% | 0% | 8.25% | 3/14/2024 |
 Estee Lauder (EL) | 0.01% | 0% | 8.25% | 3/14/2024 |
 Repligen (RGEN) | 0.01% | 0% | 8.25% | 3/14/2024 |
 Tencent (0700.HK) | 0.01% | 0% | 8.36% | 3/15/2024 |
 Xinyi Solar (0968.HK) | 0.01% | 0% | 8.36% | 3/15/2024 |
 Ferrexpo (FXPO.L) | 0.01% | 0% | 8.25% | 3/14/2024 |
 Cranswick (CWK.L) | 0.01% | 0% | 3.73% | 2/2/2024 |
 Baidu (BIDU) | 0% | 0% | 8.25% | 3/14/2024 |
 Evoke (EVOK.L) | 0% | 0% | 8.25% | 3/14/2024 |
 Co-Diagnostics (CODX) | 0% | 0% | 8.25% | 3/14/2024 |
 Osmosis (OSMO) | 0% | 0% | 0.68% | 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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