Portfolio Diversification
Range
Most Diversified
24 instruments
September 3, 2025
Least Diversified
1 instruments
January 2, 2023
Average
10 instruments
Most Consistent Holdings
Top 5
RR.L100%
TSLA86.47%
KO81.2%
AMZN67.77%
META57.64%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Rolls-Royce (RR.L) | 36.73% | 14.28% | 100% | - |
| Coca-Cola (KO) | 9.03% | 6.44% | 81.2% | - |
| Tesla (TSLA) | 7.22% | 1.86% | 86.47% | - |
 NVIDIA (NVDA) | 5.62% | 9.17% | 55.06% | - |
| Amazon (AMZN) | 4.56% | 8.4% | 67.77% | - |
| Meta (META) | 4.47% | 7.64% | 57.64% | - |
 Bitcoin (BTC) | 4.43% | 1.1% | 52.58% | - |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 4.09% | 0% | 52.89% | 9/3/2024 |
 Diageo (DGE.L) | 2.25% | 0% | 46.59% | 3/26/2025 |
 Lockheed Martin (LMT) | 1.97% | 3.5% | 41.12% | - |
 Microsoft (MSFT) | 1.87% | 3.69% | 44.32% | - |
 UEC (UEC) | 1.31% | 9.65% | 23.45% | - |
 Vistra (VST) | 1.19% | 5.88% | 24.79% | - |
 Air Products (APD) | 0.96% | 0% | 15.5% | 8/2/2023 |
 Chevron (CVX) | 0.85% | 1.03% | 32.75% | - |
 Rio Tinto (RIO) | 0.74% | 0% | 16.84% | 8/15/2023 |
 Cameco (CCJ) | 0.74% | 4.71% | 22.42% | - |
 Balfour Beatty (BBY.L) | 0.57% | 3.76% | 16.84% | - |
 Cheniere (LNG) | 0.49% | 0% | 16.22% | 8/9/2023 |
 Airbus (AIR.PA) | 0.32% | 0% | 10.54% | 11/13/2024 |
 Realty Income (O) | 0.26% | 1.06% | 19.21% | - |
 ExxonMobil (XOM) | 0.25% | 1.03% | 19.21% | - |
 Johnson & Johnson (JNJ) | 0.25% | 1.11% | 19.21% | - |
 Plug Power (PLUG) | 0.2% | 0% | 5.79% | 11/12/2024 |
 Visa (V) | 0.2% | 0% | 9.19% | 2/24/2025 |
 Sodexo (SW.PA) | 0.19% | 0.86% | 16.84% | - |
 EQT (EQT) | 0.17% | 0% | 5.48% | 4/27/2023 |
 Apple (AAPL) | 0.16% | 0% | 3.2% | 5/8/2023 |
 Costco (COST) | 0.12% | 2.02% | 5.79% | - |
 Enphase (ENPH) | 0.1% | 0% | 2.17% | 5/31/2023 |
 Linde (LIN) | 0.1% | 0% | 5.58% | 4/28/2023 |
 SunPower (SPWRQ) | 0.09% | 0% | 2.69% | 7/18/2024 |
 Ethereum (ETH) | 0.07% | 0% | 1.45% | 4/11/2023 |
 UnitedHealth (UNH) | 0.06% | 1.8% | 5.79% | - |
 American Express (AXP) | 0.05% | 1.1% | 4.75% | - |
 Vestas (VWS.CO) | 0.04% | 0% | 1.76% | 10/3/2024 |
 Alibaba (BABA) | 0.04% | 0% | 3.72% | 8/26/2025 |
 Rheinmetall (RHM.DE) | 0.04% | 0% | 1.65% | 3/19/2025 |
 ASML (ASML.NV) | 0.02% | 2.06% | 1.03% | - |
 Pfizer (PFE) | 0.02% | 2% | 1.03% | - |
 SolarEdge (SEDG) | 0.02% | 0% | 0.83% | 11/7/2024 |
 Green Plains (GPRE) | 0.02% | 0% | 1.34% | 10/1/2024 |
 Rio Tinto (RIO.L) | 0% | 0% | 0.1% | 12/14/2023 |
 Stem (STEM) | 0% | 0% | 0.1% | 2/16/2023 |
 Snowflake (SNOW) | 0% | 0.49% | 0.31% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 26.25% | 53.4% |
| NVIDIA (NVDA) | 16.4% | 10.27% |
| Coca-Cola (KO) | 13.12% | 8.35% |
| Meta (META) | 9.84% | 6.66% |
| Lockheed Martin (LMT) | 9.84% | 5.53% |
| Amazon (AMZN) | 6.56% | 4.58% |
| Microsoft (MSFT) | 6.56% | 4.25% |
| Diageo (DGE.L) | 6.56% | 3.79% |
| Visa (V) | 3.28% | 2.14% |