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Portfolio Diversification
Range
Most Diversified
51 instruments
December 14, 2023
Least Diversified
0 instruments
February 2, 2025
Average
45.6 instruments
Most Consistent Holdings
Top 5
PG99.6%
NKE99.6%
SAN.PA99.6%
TRIG.L99.6%
DIS99.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.79% | 0% | 59% | 4/4/2025 |
| Procter & Gamble (PG) | 3.57% | 3.07% | 99.6% | - |
 S&P Global (SPGI) | 3.06% | 3.68% | 99.53% | - |
 Target (TGT) | 2.77% | 0% | 90.77% | 10/22/2025 |
 Visa (V) | 2.71% | 3.88% | 99.33% | - |
 ADM (ADM) | 2.36% | 0% | 78.93% | 4/28/2025 |
 Rio Tinto (RIO.L) | 2.27% | 2.48% | 99.4% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 2.25% | 0% | 24.55% | 10/7/2025 |
| Renewables Infrastructure Group (TRIG.L) | 2.25% | 1.27% | 99.6% | - |
 Microsoft (MSFT) | 2.21% | 3.21% | 77.39% | - |
 Shell (SHEL.L) | 2.21% | 2.6% | 93.18% | - |
 Legal & General (LGEN.L) | 2.21% | 2.02% | 95.72% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 2.17% | 3.41% | 69.16% | - |
 Plus500 (PLUS.L) | 1.98% | 0% | 56.39% | 5/23/2024 |
 BP (BP.L) | 1.89% | 0% | 80.54% | 8/26/2025 |
 Tesco (TSCO.L) | 1.88% | 2.59% | 93.11% | - |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 1.77% | 0% | 50.43% | 4/4/2025 |
| Disney (DIS) | 1.74% | 1.45% | 99.53% | - |
 Alaska Air (ALK) | 1.72% | 2.16% | 99.2% | - |
 AstraZeneca (AZN.L) | 1.65% | 2.35% | 81.34% | - |
 Alphabet (GOOGL) | 1.64% | 5.69% | 56.32% | - |
 Next (NXT.L) | 1.61% | 1.99% | 99.53% | - |
 Xinyi Solar (0968.HK) | 1.55% | 0.68% | 99.2% | - |
| Sanofi (SAN.PA) | 1.49% | 1.07% | 99.6% | - |
 Aviva (AV.L) | 1.49% | 2.7% | 59.6% | - |
| Nike (NKE) | 1.48% | 0.76% | 99.6% | - |
 SSE (SSE.L) | 1.46% | 2.38% | 83.14% | - |
 Cisco (CSCO) | 1.44% | 3.86% | 78.73% | - |
 ABF (ABF.L) | 1.39% | 0% | 86.96% | 8/26/2025 |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 1.33% | 2.46% | 53.51% | - |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 1.32% | 0% | 38.26% | 3/19/2025 |
 Neste (NESTE.HE) | 1.31% | 0% | 90.77% | 10/22/2025 |
 Amazon (AMZN) | 1.26% | 1.42% | 99.46% | - |
 Tencent (0700.HK) | 1.2% | 1.35% | 99.4% | - |
 OSB Group (OSB.L) | 1.2% | 1.82% | 58.19% | - |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 1.2% | 1.44% | 99.53% | - |
 iShares Core S&P Mid-Cap ETF (IJH) | 1.19% | 4.44% | 30.5% | - |
 Coca-Cola (KO) | 1.14% | 2% | 59.46% | - |
 GSK (GSK.L) | 1.11% | 0% | 74.98% | 2/28/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.09% | 1.89% | 53.38% | - |
 Citi (C) | 1.07% | 0% | 27.69% | 3/15/2023 |
 Repligen (RGEN) | 1.06% | 0.68% | 99.4% | - |
 Qualcomm (QCOM) | 1.05% | 1.39% | 56.52% | - |
 Greggs (GRG.L) | 1.02% | 1.13% | 56.05% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 0.99% | 3.84% | 30.7% | - |
 Tyson Foods (TSN) | 0.95% | 0% | 68.7% | 11/25/2024 |
 Diageo (DGE.L) | 0.93% | 0.44% | 92.98% | - |
 SPDR S&P Regional Banking ETF (KRE) | 0.8% | 2.13% | 38.46% | - |
 SPDR Bloomberg UK Gilt UCITS ETF (SYBG.DE) | 0.77% | 7.62% | 10.1% | - |
 Orsted (ORSTED.CO) | 0.73% | 0% | 49.36% | 2/7/2024 |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.65% | 0% | 15.85% | 8/28/2024 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.64% | 1.94% | 30.43% | - |
 Estee Lauder (EL) | 0.64% | 0% | 48.43% | 4/22/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.54% | 0% | 17.26% | 8/1/2024 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.5% | 1.71% | 30.43% | - |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.49% | 1.58% | 30.5% | - |
 Invesco QQQ (QQQ) | 0.47% | 3.9% | 13.78% | - |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.44% | 0% | 20.33% | 7/14/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.43% | 0% | 12.11% | 9/11/2023 |
 Thor (THO) | 0.4% | 0% | 25.48% | 2/9/2023 |
 ProShares Short S&P500 (SH) | 0.39% | 0% | 11.57% | 7/14/2023 |
 US Bancorp (USB) | 0.39% | 0% | 27.69% | 3/15/2023 |
 Ferrexpo (FXPO.L) | 0.38% | 0% | 61% | 8/1/2024 |
 Canadian Solar (CSIQ) | 0.38% | 0% | 15.38% | 8/22/2022 |
 Huntington (HBAN) | 0.36% | 0% | 27.69% | 3/15/2023 |
 Pets at Home (PETS.L) | 0.35% | 0% | 16.45% | 9/12/2022 |
 Best Buy (BBY) | 0.35% | 0% | 19.2% | 12/15/2022 |
 Cranswick (CWK.L) | 0.34% | 0% | 47.02% | 1/3/2024 |
 ProShares Short QQQ ETF (PSQ) | 0.34% | 0% | 11.57% | 7/14/2023 |
 Evoke (EVOK.L) | 0.24% | 0.06% | 98.6% | - |
 Volkswagen (VOW3.DE) | 0.23% | 0% | 9.5% | 5/23/2022 |
 Siemens (SIE.DE) | 0.21% | 0% | 9.5% | 5/23/2022 |
 Polymetal International PLC (POLY.L) | 0.2% | 0% | 31.97% | 5/19/2023 |
 Co-Diagnostics (CODX) | 0.19% | 0.01% | 99.2% | - |
 Baidu (BIDU) | 0.18% | 0.16% | 99.33% | - |
 Alibaba (BABA) | 0.14% | 0% | 15.38% | 8/22/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.12% | 0% | 3.88% | 2/2/2023 |
 Gazprom OAO-ADR (OGZDL.L) | 0.11% | 0% | 3.01% | 2/14/2022 |
 State Street SPDR S&P 500 ETF (SPY) | 0.1% | 0% | 4.21% | 1/2/2024 |
 SPDR Gold (GLD) | 0.06% | 0% | 2.14% | 2/1/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.04% | 0% | 2.14% | 4/23/2025 |
 Natural Gas (Non Expiry) (NATGAS) | 0.02% | 0% | 1.54% | 1/4/2023 |
 Bitdeer (BTDR) | 0.02% | 0% | 2.21% | 5/12/2025 |
 LSE (LSEG.L) | 0.02% | 2.39% | 0.67% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0% | 0% | 0.07% | 4/4/2025 |
 Meituan (03690.HK) | 0% | 0% | 0.54% | 4/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPDR Bloomberg UK Gilt UCITS ETF (SYBG.DE) | 8.24% | 7.63% |
| Alphabet (GOOGL) | 2.97% | 5.9% |
| iShares Core S&P Mid-Cap ETF (IJH) | 4.45% | 4.23% |
| Visa (V) | 3.2% | 4.23% |
| S&P Global (SPGI) | 3.33% | 4.2% |
| Invesco QQQ (QQQ) | 4.34% | 3.93% |
| Microsoft (MSFT) | 3.3% | 3.76% |
| Cisco (CSCO) | 2.97% | 3.74% |
| iShares Core S&P Small-Cap ETF (IJR) | 3.79% | 3.65% |
| Aviva (AV.L) | 1.81% | 2.91% |
| Procter & Gamble (PG) | 2.62% | 2.82% |
| State Street Energy Select Sector SPDR ETF (XLE) | 2.74% | 2.66% |
| Alaska Air (ALK) | 2.87% | 2.54% |
| Tesco (TSCO.L) | 1.65% | 2.43% |
| iShares FTSE 250 UCITS ETF (MIDD.L) | 2.47% | 2.41% |
| Shell (SHEL.L) | 1.98% | 2.24% |
| AstraZeneca (AZN.L) | 1.65% | 2.2% |
| Rio Tinto (RIO.L) | 2.5% | 2.19% |
| SPDR S&P Regional Banking ETF (KRE) | 2.47% | 2.09% |
| Next (NXT.L) | 1.33% | 2.08% |
| State Street Financial Select Sector SPDR ETF (XLF) | 2.14% | 2.07% |
| Legal & General (LGEN.L) | 2.29% | 2.05% |
| OSB Group (OSB.L) | 1.32% | 2.04% |
| SSE (SSE.L) | 1.65% | 1.93% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.65% | 1.8% |
| Coca-Cola (KO) | 1.65% | 1.79% |
| Qualcomm (QCOM) | 1.32% | 1.74% |
| Disney (DIS) | 2.34% | 1.61% |
| State Street Health Care Select Sector SPDR ETF (XLV) | 1.65% | 1.58% |
| State Street Utilities Select Sector SPDR ETF (XLU) | 1.65% | 1.54% |
| Tencent (0700.HK) | 1.14% | 1.54% |
| Amazon (AMZN) | 1.15% | 1.52% |
| SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 1.8% | 1.4% |
| Renewables Infrastructure Group (TRIG.L) | 2.72% | 1.27% |
| Sanofi (SAN.PA) | 1.35% | 1.15% |
| Greggs (GRG.L) | 1.98% | 1.12% |
| Repligen (RGEN) | 0.94% | 0.92% |
| Nike (NKE) | 1.98% | 0.84% |
| Xinyi Solar (0968.HK) | 2.23% | 0.6% |
| Diageo (DGE.L) | 1.32% | 0.46% |
| Baidu (BIDU) | 0.46% | 0.18% |
| Evoke (EVOK.L) | 0.66% | 0.04% |
| Co-Diagnostics (CODX) | 1.07% | 0.01% |
Cash & Instruments Over Time
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