Portfolio Diversification
Range
Most Diversified
24 instruments
September 3, 2025
Least Diversified
0 instruments
October 20, 2025
Average
11.2 instruments
Most Consistent Holdings
Top 5
RR.L99.81%
TSLA87.5%
KO82.71%
AMZN70.49%
META61.28%
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) | 34.68% | 14.08% | 99.81% | - |
| Coca-Cola (KO) | 8.75% | 6.19% | 82.71% | - |
| Tesla (TSLA) | 6.77% | 2.33% | 87.5% | - |
 NVIDIA (NVDA) | 5.94% | 9.42% | 58.93% | - |
| Amazon (AMZN) | 4.83% | 7.75% | 70.49% | - |
| Meta (META) | 4.7% | 7.33% | 61.28% | - |
 Bitcoin (BTC) | 4.07% | 0% | 51.5% | 10/14/2025 |
 Global X Nasdaq 100 Covered Call ETF (QYLD) | 3.72% | 0% | 48.12% | 9/3/2024 |
 UEC (UEC) | 2.26% | 14.25% | 30.17% | - |
 Diageo (DGE.L) | 2.05% | 0% | 42.39% | 3/26/2025 |
 Lockheed Martin (LMT) | 2.03% | 2.44% | 46.24% | - |
 Microsoft (MSFT) | 2.01% | 3.41% | 49.15% | - |
 Vistra (VST) | 1.51% | 4.22% | 31.39% | - |
 Cameco (CCJ) | 1.13% | 5.5% | 29.23% | - |
 Air Products (APD) | 0.87% | 0% | 14.1% | 8/2/2023 |
 Balfour Beatty (BBY.L) | 0.87% | 4.22% | 24.15% | - |
 Chevron (CVX) | 0.86% | 0.92% | 38.63% | - |
 Rio Tinto (RIO) | 0.67% | 0% | 15.32% | 8/15/2023 |
 Cheniere (LNG) | 0.44% | 0% | 14.76% | 8/9/2023 |
 Johnson & Johnson (JNJ) | 0.33% | 1.19% | 26.32% | - |
 Realty Income (O) | 0.33% | 0.99% | 26.32% | - |
 ExxonMobil (XOM) | 0.32% | 1.04% | 26.32% | - |
 ASML (ASML.NV) | 0.32% | 4.01% | 9.77% | - |
 Airbus (AIR.PA) | 0.29% | 0% | 9.59% | 11/13/2024 |
 Costco (COST) | 0.28% | 1.79% | 14.1% | - |
 Sodexo (SW.PA) | 0.24% | 0.69% | 24.15% | - |
 UnitedHealth (UNH) | 0.22% | 1.79% | 14.1% | - |
 Plug Power (PLUG) | 0.19% | 0% | 5.26% | 11/12/2024 |
 Visa (V) | 0.18% | 0% | 8.36% | 2/24/2025 |
 EQT (EQT) | 0.16% | 0% | 4.98% | 4/27/2023 |
 Pfizer (PFE) | 0.15% | 0% | 7.8% | 11/18/2025 |
 American Express (AXP) | 0.14% | 1.16% | 13.16% | - |
 Apple (AAPL) | 0.14% | 0% | 2.91% | 5/8/2023 |
 Enphase (ENPH) | 0.09% | 0% | 1.97% | 5/31/2023 |
 Linde (LIN) | 0.09% | 0% | 5.08% | 4/28/2023 |
 SunPower (SPWRQ) | 0.09% | 0% | 2.44% | 7/18/2024 |
 Snowflake (SNOW) | 0.08% | 0.9% | 9.12% | - |
 Ethereum (ETH) | 0.07% | 0% | 1.32% | 4/11/2023 |
 Vestas (VWS.CO) | 0.04% | 0% | 1.6% | 10/3/2024 |
 Alibaba (BABA) | 0.04% | 0% | 3.38% | 8/26/2025 |
 Rheinmetall (RHM.DE) | 0.03% | 0.99% | 1.6% | - |
 SolarEdge (SEDG) | 0.02% | 0% | 0.75% | 11/7/2024 |
 Green Plains (GPRE) | 0.01% | 0% | 1.22% | 10/1/2024 |
 Rio Tinto (RIO.L) | 0% | 0% | 0.09% | 12/14/2023 |
 Stem (STEM) | 0% | 0% | 0.09% | 2/16/2023 |
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% |