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Portfolio Diversification
Range
Most Diversified
28 instruments
March 3, 2026
Least Diversified
0 instruments
October 20, 2025
Average
12.6 instruments
Most Consistent Holdings
Top 5
RR.L99.83%
TSLA88.7%
KO84.37%
AMZN73.32%
META65%
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) | 32.77% | 14.76% | 99.83% | - |
| Coca-Cola (KO) | 8.51% | 6.46% | 84.37% | - |
| Tesla (TSLA) | 6.32% | 1.91% | 88.7% | - |
 NVIDIA (NVDA) | 6.22% | 8.65% | 62.87% | - |
| Amazon (AMZN) | 5.06% | 6.87% | 73.32% | - |
| Meta (META) | 4.9% | 6.22% | 65% | - |
 Bitcoin (BTC) | 3.68% | 0% | 46.56% | 10/14/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.36% | 0% | 43.5% | 9/3/2024 |
 UEC (UEC) | 2.95% | 6.27% | 36.87% | - |
 Microsoft (MSFT) | 2.09% | 2.46% | 54.04% | - |
 Lockheed Martin (LMT) | 2.05% | 2.08% | 51.4% | - |
 Diageo (DGE.L) | 1.87% | 0.81% | 40.95% | - |
 Vistra (VST) | 1.79% | 4.73% | 37.98% | - |
 Cameco (CCJ) | 1.6% | 6.29% | 36.02% | - |
 Balfour Beatty (BBY.L) | 1.18% | 4.41% | 31.44% | - |
 Chevron (CVX) | 0.87% | 1.17% | 44.52% | - |
 Air Products (APD) | 0.79% | 0% | 12.74% | 8/2/2023 |
 ASML (ASML.NV) | 0.72% | 4.78% | 18.44% | - |
 Rio Tinto (RIO) | 0.61% | 0% | 13.85% | 8/15/2023 |
 Costco (COST) | 0.42% | 1.93% | 22.34% | - |
 Johnson & Johnson (JNJ) | 0.42% | 1.4% | 33.39% | - |
 ExxonMobil (XOM) | 0.4% | 1.35% | 33.39% | - |
 Cheniere (LNG) | 0.4% | 0% | 13.34% | 8/9/2023 |
 Realty Income (O) | 0.39% | 1.03% | 33.39% | - |
 UnitedHealth (UNH) | 0.36% | 1.45% | 22.34% | - |
 Sodexo (SW.PA) | 0.28% | 0.68% | 31.44% | - |
 Airbus (AIR.PA) | 0.26% | 0% | 8.67% | 11/13/2024 |
 American Express (AXP) | 0.23% | 0.92% | 21.5% | - |
 Saab (SAABB.ST) | 0.19% | 3.56% | 5.61% | - |
 Snowflake (SNOW) | 0.19% | 1.3% | 17.84% | - |
 Rheinmetall (RHM.DE) | 0.17% | 2.79% | 11.05% | - |
 Plug Power (PLUG) | 0.17% | 0% | 4.76% | 11/12/2024 |
 Visa (V) | 0.16% | 0% | 7.56% | 2/24/2025 |
 EQT (EQT) | 0.14% | 0% | 4.5% | 4/27/2023 |
 Pfizer (PFE) | 0.14% | 0% | 7.05% | 11/18/2025 |
 Apple (AAPL) | 0.13% | 0% | 2.63% | 5/8/2023 |
 Nexgen Energy Ltd (NXE) | 0.1% | 1.78% | 5.61% | - |
 Enphase (ENPH) | 0.09% | 0% | 1.78% | 5/31/2023 |
 Linde (LIN) | 0.08% | 0% | 4.59% | 4/28/2023 |
 SunPower (SPWRQ) | 0.08% | 0% | 2.21% | 7/18/2024 |
 Occidental (OXY) | 0.06% | 1.33% | 5.61% | - |
 Ethereum (ETH) | 0.06% | 0% | 1.19% | 4/11/2023 |
 Novo-Nordisk (NVO) | 0.04% | 0.75% | 4.67% | - |
 Vestas (VWS.CO) | 0.03% | 0% | 1.44% | 10/3/2024 |
 Alibaba (BABA) | 0.03% | 0% | 3.06% | 8/26/2025 |
 SolarEdge (SEDG) | 0.01% | 0% | 0.68% | 11/7/2024 |
 Green Plains (GPRE) | 0.01% | 0% | 1.1% | 10/1/2024 |
 Rio Tinto (RIO.L) | 0% | 0% | 0.08% | 12/14/2023 |
 Stem (STEM) | 0% | 0% | 0.08% | 2/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 10.92% | 14.89% |
| UEC (UEC) | 18.54% | 12.04% |
| NVIDIA (NVDA) | 7.65% | 9.67% |
| Amazon (AMZN) | 7.65% | 7.97% |
| Meta (META) | 7.65% | 7.49% |
| Coca-Cola (KO) | 6.55% | 6.27% |
| Cameco (CCJ) | 4.37% | 5.46% |
| Balfour Beatty (BBY.L) | 3.28% | 4.28% |
| Vistra (VST) | 5.46% | 4.19% |
| ASML (ASML.NV) | 3.28% | 3.93% |
| Microsoft (MSFT) | 3.28% | 3.4% |
| Lockheed Martin (LMT) | 3.28% | 2.57% |
| Tesla (TSLA) | 2.18% | 2.39% |
| UnitedHealth (UNH) | 1.64% | 1.86% |
| Costco (COST) | 2.18% | 1.76% |
| Johnson & Johnson (JNJ) | 1.09% | 1.25% |
| American Express (AXP) | 1.09% | 1.2% |
| ExxonMobil (XOM) | 1.09% | 1.07% |
| Realty Income (O) | 1.09% | 1% |
| Chevron (CVX) | 1.09% | 0.96% |
| Rheinmetall (RHM.DE) | 1.09% | 0.94% |
| Snowflake (SNOW) | 1.09% | 0.9% |
| Sodexo (SW.PA) | 1.09% | 0.69% |
Cash & Instruments Over Time
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