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Portfolio Diversification
Range
Most Diversified
51 instruments
December 14, 2023
Least Diversified
0 instruments
February 2, 2025
Average
44.9 instruments
Most Consistent Holdings
Top 5
PG99.22%
NKE99.22%
SAN.PA99.22%
TRIG.L99.22%
DIS99.16%
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 |
|---|---|---|---|---|
| Procter & Gamble (PG) | 3.48% | 2.63% | 99.22% | - |
 iShares 20+ Year Treasury Bond ETF (TLT) | 3.42% | 0% | 53.2% | 4/4/2025 |
 S&P Global (SPGI) | 3.07% | 3.08% | 99.16% | - |
 Visa (V) | 2.8% | 4.05% | 98.97% | - |
 Target (TGT) | 2.5% | 0% | 81.85% | 10/22/2025 |
 Rio Tinto (RIO.L) | 2.28% | 2.42% | 99.03% | - |
 Microsoft (MSFT) | 2.28% | 3.48% | 79.19% | - |
 State Street Energy Select Sector SPDR ETF (XLE) | 2.26% | 3.48% | 71.77% | - |
 Shell (SHEL.L) | 2.24% | 2.58% | 93.43% | - |
 Legal & General (LGEN.L) | 2.19% | 2.26% | 95.6% | - |
| Renewables Infrastructure Group (TRIG.L) | 2.14% | 1.3% | 99.22% | - |
 ADM (ADM) | 2.13% | 0% | 71.17% | 4/28/2025 |
 Alphabet (GOOGL) | 2.06% | 6.04% | 60.07% | - |
 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) | 2.03% | 0% | 22.14% | 10/7/2025 |
 Tesco (TSCO.L) | 1.92% | 2.31% | 93.37% | - |
 Plus500 (PLUS.L) | 1.78% | 0% | 50.84% | 5/23/2024 |
 Cisco (CSCO) | 1.76% | 5.11% | 80.4% | - |
 BP (BP.L) | 1.7% | 0% | 72.62% | 8/26/2025 |
| Disney (DIS) | 1.69% | 1.37% | 99.16% | - |
 AstraZeneca (AZN.L) | 1.69% | 1.68% | 82.63% | - |
 Next (NXT.L) | 1.64% | 2.14% | 99.16% | - |
 Alaska Air (ALK) | 1.61% | 0% | 92.52% | 4/30/2026 |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 1.6% | 0% | 45.48% | 4/4/2025 |
 Aviva (AV.L) | 1.59% | 2.91% | 63.15% | - |
 SSE (SSE.L) | 1.52% | 2% | 84.38% | - |
 Xinyi Solar (0968.HK) | 1.45% | 0.45% | 98.73% | - |
| Sanofi (SAN.PA) | 1.44% | 0.99% | 99.22% | - |
| Nike (NKE) | 1.39% | 0.48% | 99.22% | - |
 Amazon (AMZN) | 1.28% | 1.6% | 99.1% | - |
 ABF (ABF.L) | 1.25% | 0% | 78.41% | 8/26/2025 |
 OSB Group (OSB.L) | 1.23% | 1.49% | 61.76% | - |
 SPDR Series Trust - SPDR S&P Biotech ETF (XBI) | 1.22% | 1.71% | 99.16% | - |
 Coca-Cola (KO) | 1.21% | 2.08% | 63.03% | - |
 iShares Core S&P Mid-Cap ETF (IJH) | 1.2% | 0% | 30.52% | 4/30/2026 |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 1.2% | 0% | 48.31% | 3/9/2026 |
 Tencent (0700.HK) | 1.2% | 1.08% | 99.03% | - |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 1.19% | 0% | 34.5% | 3/19/2025 |
 Neste (NESTE.HE) | 1.18% | 0% | 81.85% | 10/22/2025 |
 Qualcomm (QCOM) | 1.1% | 1.54% | 60.37% | - |
 Repligen (RGEN) | 1.02% | 0.89% | 99.03% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 1.01% | 0% | 30.76% | 4/30/2026 |
 GSK (GSK.L) | 1% | 0% | 67.61% | 2/28/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.98% | 0% | 48.19% | 3/9/2026 |
 Greggs (GRG.L) | 0.97% | 0% | 55.43% | 6/1/2026 |
 Citi (C) | 0.97% | 0% | 24.97% | 3/15/2023 |
 SPDR S&P Regional Banking ETF (KRE) | 0.93% | 2.34% | 44.09% | - |
 Diageo (DGE.L) | 0.87% | 0.45% | 93.24% | - |
 Tyson Foods (TSN) | 0.85% | 0% | 61.94% | 11/25/2024 |
 Invesco QQQ (QQQ) | 0.77% | 0% | 20.63% | 7/29/2026 |
 State Street Financial Select Sector SPDR ETF (XLF) | 0.76% | 2.03% | 36.73% | - |
 SPDR Bloomberg UK Gilt UCITS ETF (SYBG.DE) | 0.7% | 0% | 9.17% | 3/9/2026 |
 Orsted (ORSTED.CO) | 0.66% | 0% | 44.51% | 2/7/2024 |
 State Street Utilities Select Sector SPDR ETF (XLU) | 0.6% | 1.49% | 36.67% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.58% | 0% | 14.29% | 8/28/2024 |
 State Street Health Care Select Sector SPDR ETF (XLV) | 0.58% | 1.6% | 36.79% | - |
 Estee Lauder (EL) | 0.58% | 0% | 43.67% | 4/22/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.49% | 0% | 15.56% | 8/1/2024 |
 State Street SPDR EURO STOXX 50 (FEZ) | 0.4% | 0% | 18.34% | 7/14/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.39% | 0% | 10.92% | 9/11/2023 |
 Thor (THO) | 0.36% | 0% | 22.98% | 2/9/2023 |
 ProShares Short S&P500 (SH) | 0.35% | 0% | 10.43% | 7/14/2023 |
 US Bancorp (USB) | 0.35% | 0% | 24.97% | 3/15/2023 |
 Ferrexpo (FXPO.L) | 0.34% | 0% | 55.01% | 8/1/2024 |
 Canadian Solar (CSIQ) | 0.34% | 0% | 13.87% | 8/22/2022 |
 Huntington (HBAN) | 0.33% | 0% | 24.97% | 3/15/2023 |
 Pets at Home (PETS.L) | 0.31% | 0% | 14.84% | 9/12/2022 |
 Best Buy (BBY) | 0.31% | 0% | 17.31% | 12/15/2022 |
 Cranswick (CWK.L) | 0.31% | 0% | 42.4% | 1/3/2024 |
 ProShares Short QQQ ETF (PSQ) | 0.31% | 0% | 10.43% | 7/14/2023 |
 LSE (LSEG.L) | 0.23% | 2.13% | 10.01% | - |
 Evoke (EVOK.L) | 0.22% | 0.08% | 97.83% | - |
 Volkswagen (VOW3.DE) | 0.21% | 0% | 8.56% | 5/23/2022 |
 Siemens (SIE.DE) | 0.19% | 0% | 8.56% | 5/23/2022 |
 Polymetal International PLC (POLY.L) | 0.18% | 0% | 28.83% | 5/19/2023 |
 Baidu (BIDU) | 0.18% | 0.13% | 98.85% | - |
 Co-Diagnostics (CODX) | 0.17% | 0% | 95.54% | 7/28/2026 |
 Experian (EXPN.L) | 0.17% | 3.81% | 4.46% | - |
 Alibaba (BABA) | 0.13% | 0% | 13.87% | 8/22/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.11% | 0% | 3.5% | 2/2/2023 |
 Eli Lilly (LLY) | 0.1% | 2.22% | 4.4% | - |
 Gazprom OAO-ADR (OGZDL.L) | 0.1% | 0% | 2.71% | 2/14/2022 |
 State Street SPDR S&P 500 ETF (SPY) | 0.09% | 0% | 3.8% | 1/2/2024 |
 SPDR Gold (GLD) | 0.06% | 0% | 1.93% | 2/1/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.04% | 0% | 1.93% | 4/23/2025 |
 Natural Gas (Non Expiry) (NATGAS) | 0.02% | 0% | 1.39% | 1/4/2023 |
 Bitdeer (BTDR) | 0.02% | 0% | 1.99% | 5/12/2025 |
 Mobility Global Inc -W (MBGL) | 0% | 0.15% | 2.77% | - |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0% | 0% | 0.06% | 4/4/2025 |
 Meituan (03690.HK) | 0% | 0% | 0.48% | 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% |