Portfolio Diversification
Range
Most Diversified
51 instruments
December 14, 2023
Least Diversified
0 instruments
February 2, 2025
Average
46.2 instruments
Most Consistent Holdings
Top 5
AMZN99.92%
DIS99.92%
PG99.92%
NKE99.92%
BIDU99.92%
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) | 4.35% | 0% | 67.74% | 4/4/2025 |
| Procter & Gamble (PG) | 3.68% | 3.23% | 99.92% | - |
 Target (TGT) | 3.12% | 1.67% | 99.92% | - |
 S&P Global (SPGI) | 2.93% | 4.67% | 99.92% | - |
 ADM (ADM) | 2.71% | 0% | 90.63% | 4/28/2025 |
 Visa (V) | 2.53% | 4.46% | 99.85% | - |
 Renewables Infrastructure Group (TRIG.L) | 2.39% | 1.52% | 99.92% | - |
 Rio Tinto (RIO.L) | 2.31% | 1.78% | 99.92% | - |
 Plus500 (PLUS.L) | 2.27% | 0% | 64.75% | 5/23/2024 |
 SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 2.26% | 11.43% | 25.04% | - |
 Legal & General (LGEN.L) | 2.26% | 2.09% | 95.85% | - |
 Shell (SHEL.L) | 2.21% | 2.33% | 92.55% | - |
 BP (BP.L) | 2.17% | 0% | 92.47% | 8/26/2025 |
 Energy Select Sector SPDR (XLE) | 2.09% | 2.76% | 65.21% | - |
 iShares Core 1-5 Year USD Bond ETF (ISTB) | 2.03% | 0% | 57.91% | 4/4/2025 |
 Microsoft (MSFT) | 2.01% | 4.11% | 74.5% | - |
 Tesco (TSCO.L) | 1.81% | 2.49% | 92.55% | - |
| Disney (DIS) | 1.77% | 1.75% | 99.92% | - |
 Xinyi Solar (0968.HK) | 1.68% | 0.7% | 99.85% | - |
 Alaska Air (ALK) | 1.6% | 3.21% | 99.69% | - |
 AstraZeneca (AZN.L) | 1.6% | 1.94% | 79.42% | - |
 ABF (ABF.L) | 1.6% | 0% | 99.85% | 8/26/2025 |
| Nike (NKE) | 1.58% | 1.09% | 99.92% | - |
 Next (NXT.L) | 1.55% | 1.96% | 99.92% | - |
 Sanofi (SAN.PA) | 1.54% | 1.25% | 99.92% | - |
 iShares 10-20 Year Treasury Bond ETF (TLH) | 1.52% | 0% | 43.93% | 3/19/2025 |
 Neste (NESTE.HE) | 1.47% | 0.66% | 99.92% | - |
 SSE (SSE.L) | 1.41% | 1.61% | 81.26% | - |
 Aviva (AV.L) | 1.29% | 3.02% | 53.99% | - |
 GSK (GSK.L) | 1.27% | 0% | 86.1% | 2/28/2025 |
 Citi (C) | 1.23% | 0% | 31.8% | 3/15/2023 |
| Amazon (AMZN) | 1.23% | 1.58% | 99.92% | - |
 SPDR S&P Biotech ETF (XBI) | 1.18% | 1.09% | 99.92% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 1.18% | 2.49% | 47.24% | - |
 Tencent (0700.HK) | 1.16% | 1.66% | 99.92% | - |
 Cisco (CSCO) | 1.13% | 3.49% | 75.96% | - |
 OSB Group (OSB.L) | 1.11% | 1.85% | 52.76% | - |
 Repligen (RGEN) | 1.1% | 0.71% | 99.92% | - |
 Alphabet (GOOGL) | 1.1% | 4.1% | 50.61% | - |
 Tyson Foods (TSN) | 1.09% | 0% | 78.88% | 11/25/2024 |
 Coca-Cola (KO) | 1.04% | 1.85% | 53.99% | - |
 Greggs (GRG.L) | 1.01% | 1.12% | 50.23% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.99% | 1.77% | 47.08% | - |
 Diageo (DGE.L) | 0.99% | 0.63% | 92.55% | - |
 Qualcomm (QCOM) | 0.96% | 1.7% | 50.69% | - |
 Orsted (ORSTED.CO) | 0.84% | 0% | 56.68% | 2/7/2024 |
 iShares Core S&P Mid-Cap ETF (IJH) | 0.75% | 4.39% | 20.97% | - |
 Invesco S&P 500 Equal Weight ETF (RSP) | 0.74% | 0% | 18.2% | 8/28/2024 |
 Estee Lauder (EL) | 0.74% | 0% | 55.61% | 4/22/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.62% | 0% | 19.82% | 8/1/2024 |
 SPDR S&P Regional Banking ETF (KRE) | 0.61% | 2.22% | 29.8% | - |
 iShares Core S&P Small-Cap ETF (IJR) | 0.6% | 3.76% | 21.04% | - |
 SPDR EURO STOXX 50 ETF (FEZ) | 0.51% | 0% | 23.35% | 7/14/2023 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.49% | 0% | 13.9% | 9/11/2023 |
 Thor (THO) | 0.46% | 0% | 29.26% | 2/9/2023 |
 Financial Select Sector SPDR (XLF) | 0.45% | 2.13% | 20.97% | - |
 ProShares Short S&P500 (SH) | 0.45% | 0% | 13.29% | 7/14/2023 |
 US Bancorp (USB) | 0.44% | 0% | 31.8% | 3/15/2023 |
 Ferrexpo (FXPO.L) | 0.44% | 0% | 70.05% | 8/1/2024 |
 Canadian Solar (CSIQ) | 0.44% | 0% | 17.67% | 8/22/2022 |
 Huntington (HBAN) | 0.42% | 0% | 31.8% | 3/15/2023 |
 Pets at Home (PETS.L) | 0.4% | 0% | 18.89% | 9/12/2022 |
 Best Buy (BBY) | 0.4% | 0% | 22.04% | 12/15/2022 |
 Cranswick (CWK.L) | 0.39% | 0% | 53.99% | 1/3/2024 |
 ProShares Short QQQ ETF (PSQ) | 0.39% | 0% | 13.29% | 7/14/2023 |
 Utilities Select Sector SPDR (XLU) | 0.35% | 1.62% | 20.97% | - |
 The Health Care Select Sector SPDR Fund (XLV) | 0.34% | 1.47% | 20.97% | - |
 Evoke (EVOK.L) | 0.27% | 0.12% | 99.54% | - |
 Volkswagen (VOW3.DE) | 0.27% | 0% | 10.91% | 5/23/2022 |
 Siemens (SIE.DE) | 0.24% | 0% | 10.91% | 5/23/2022 |
 Polymetal International PLC (POLY.L) | 0.23% | 0% | 36.71% | 5/19/2023 |
 Co-Diagnostics (CODX) | 0.22% | 0.03% | 99.85% | - |
| Baidu (BIDU) | 0.19% | 0.13% | 99.92% | - |
 Alibaba (BABA) | 0.16% | 0% | 17.67% | 8/22/2022 |
 ProShares UltraPro Short QQQ (SQQQ) | 0.14% | 0% | 4.45% | 2/2/2023 |
 Gazprom OAO-ADR (OGZDL.L) | 0.12% | 0% | 3.46% | 2/14/2022 |
 SPDR S&P 500 ETF (SPY) | 0.11% | 0% | 4.84% | 1/2/2024 |
 Invesco QQQ (QQQ) | 0.09% | 0% | 4.69% | 1/2/2024 |
 SPDR Gold (GLD) | 0.07% | 0% | 2.46% | 2/1/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.05% | 0% | 2.46% | 4/23/2025 |
 Natural Gas (Non Expiry) (NATGAS) | 0.03% | 0% | 1.77% | 1/4/2023 |
 Bitdeer (BTDR) | 0.03% | 0% | 2.53% | 5/12/2025 |
 iShares 7-10 Year Treasury Bond ETF (IEF) | 0% | 0% | 0.08% | 4/4/2025 |
 Meituan (03690.HK) | 0% | 0% | 0.61% | 4/6/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.93% | 7.41% |
| iShares Core 1-5 Year USD Bond ETF (ISTB) | 3.76% | 4.03% |
| Procter & Gamble (PG) | 2.65% | 3.86% |
| iShares 10-20 Year Treasury Bond ETF (TLH) | 3.34% | 3.44% |
| S&P Global (SPGI) | 2.04% | 3.19% |
| Energy Select Sector SPDR (XLE) | 2.77% | 2.98% |
| Visa (V) | 1.58% | 2.79% |
| iShares Core S&P Mid-Cap ETF (IJH) | 2.84% | 2.72% |
| Target (TGT) | 3.07% | 2.61% |
| iShares FTSE 250 UCITS ETF (MIDD.L) | 2.5% | 2.59% |
| Shell (SHEL.L) | 2% | 2.35% |
| Tesco (TSCO.L) | 1.67% | 2.32% |
| Microsoft (MSFT) | 2% | 2.32% |
| SPDR S&P Regional Banking ETF (KRE) | 2.5% | 2.28% |
| Greggs (GRG.L) | 2% | 2.28% |
| Aviva (AV.L) | 1.84% | 2.25% |
| Financial Select Sector SPDR (XLF) | 2.17% | 2.13% |
| Legal & General (LGEN.L) | 2.32% | 2.1% |
| Rio Tinto (RIO.L) | 2.53% | 2.08% |
| Alphabet (GOOGL) | 1.34% | 2.04% |
| iShares Core S&P Small-Cap ETF (IJR) | 2.17% | 2.04% |
| BP (BP.L) | 2% | 2.04% |
| Alaska Air (ALK) | 1.57% | 1.96% |
| Renewables Infrastructure Group (TRIG.L) | 2.75% | 1.93% |
| ADM (ADM) | 1.41% | 1.91% |
| Coca-Cola (KO) | 1.67% | 1.87% |
| AstraZeneca (AZN.L) | 1.67% | 1.86% |
| Disney (DIS) | 2.37% | 1.84% |
| Qualcomm (QCOM) | 1.33% | 1.82% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.67% | 1.7% |
| Amazon (AMZN) | 1.17% | 1.69% |
| Next (NXT.L) | 1.35% | 1.68% |
| The Health Care Select Sector SPDR Fund (XLV) | 1.67% | 1.64% |
| Utilities Select Sector SPDR (XLU) | 1.67% | 1.6% |
| SSE (SSE.L) | 1.67% | 1.6% |
| ABF (ABF.L) | 1.35% | 1.57% |
| Cisco (CSCO) | 1.34% | 1.57% |
| Sanofi (SAN.PA) | 1.36% | 1.5% |
| OSB Group (OSB.L) | 1.34% | 1.47% |
| Tencent (0700.HK) | 1.15% | 1.27% |
| SPDR S&P Biotech ETF (XBI) | 1.82% | 1.21% |
| GSK (GSK.L) | 1.71% | 1.21% |
| Nike (NKE) | 2% | 1.16% |
| Repligen (RGEN) | 0.95% | 0.95% |
| Diageo (DGE.L) | 1.34% | 0.9% |
| Xinyi Solar (0968.HK) | 2.26% | 0.74% |
| Neste (NESTE.HE) | 1.77% | 0.69% |
| Evoke (EVOK.L) | 0.67% | 0.18% |
| Baidu (BIDU) | 0.46% | 0.13% |
| Co-Diagnostics (CODX) | 1.08% | 0.07% |