Portfolio Diversification
Range
Most Diversified
71 instruments
February 2, 2024
Least Diversified
0 instruments
February 2, 2025
Average
47 instruments
Most Consistent Holdings
Top 5
AMZN99.87%
NVAX99.87%
NUWE99.87%
SHIP99.87%
GOOGL99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Microsoft (MSFT) | 13.4% | 0% | 98.8% | 2/1/2025 |
| Alphabet (GOOGL) | 13.28% | 0% | 99.87% | 2/1/2025 |
| Amazon (AMZN) | 11.8% | 0% | 99.87% | 2/1/2025 |
 Meta (META) | 5.22% | 0% | 89.38% | 2/1/2025 |
 Cineworld Group PLC (CINE.L) | 3.02% | 0% | 8.9% | 3/10/2023 |
 Apple (AAPL) | 2.68% | 0% | 70.52% | 8/1/2024 |
 Barratt (BTRW.L) | 2.42% | 0% | 73.57% | 8/1/2024 |
 Barclays (BARC.L) | 2.27% | 0% | 36.52% | 3/22/2024 |
 Intel (INTC) | 2.16% | 0% | 78.88% | 1/2/2025 |
 Persimmon (PSN.L) | 2.03% | 0% | 73.04% | 1/27/2025 |
 NVIDIA (NVDA) | 1.96% | 0% | 65.34% | 12/2/2024 |
 ICBC (1398.HK) | 1.73% | 0% | 41.83% | 1/22/2024 |
 Tesla (TSLA) | 1.67% | 0% | 73.97% | 11/20/2024 |
 Evoke (EVOK.L) | 1.28% | 0% | 86.06% | 2/1/2025 |
 Legal & General (LGEN.L) | 1.24% | 0% | 78.49% | 1/2/2025 |
 Maersk (MAERSKB.CO) | 1.17% | 0% | 73.57% | 11/21/2024 |
 Visa (V) | 1.16% | 0% | 68.79% | 11/20/2024 |
 Berkshire Hathaway (BRK.B) | 1.16% | 0% | 73.44% | 8/1/2024 |
 Mastercard (MA) | 1.14% | 0% | 40.11% | 12/2/2024 |
 Taylor Wimpey (TW.L) | 1.08% | 0% | 44.22% | 8/1/2024 |
| Seanergy (SHIP) | 1.06% | 0% | 99.87% | 2/1/2025 |
 Bank of America (BAC) | 1.04% | 0% | 66.14% | 8/1/2024 |
 BOGG (BGEO.L) | 1.03% | 0% | 54.05% | 8/1/2024 |
 Chevron (CVX) | 0.97% | 0% | 85.13% | 2/1/2025 |
 HSBC (HSBC) | 0.92% | 0% | 66.14% | 8/1/2024 |
 Deere (DE) | 0.92% | 0% | 81.27% | 11/20/2024 |
 Coca-Cola (KO) | 0.91% | 0% | 58.96% | 8/1/2024 |
 Disney (DIS) | 0.88% | 0% | 73.17% | 11/20/2024 |
 TSMC (TSM) | 0.8% | 0% | 82.2% | 12/2/2024 |
 Playtika (PLTK) | 0.74% | 0% | 99.87% | 2/1/2025 |
 BP (BP.L) | 0.73% | 0% | 75.7% | 1/2/2025 |
 Adobe (ADBE) | 0.68% | 0% | 78.49% | 2/1/2025 |
 Banco Santander (SAN) | 0.63% | 0% | 41.57% | 3/22/2024 |
 Western Alliance (WAL) | 0.59% | 0% | 64.94% | 8/1/2024 |
 Rightmove (RMV.L) | 0.59% | 0% | 58.17% | 8/1/2024 |
 JPMorgan (JPM) | 0.54% | 0% | 58.57% | 8/1/2024 |
 Admiral (ADM.L) | 0.53% | 0% | 47.94% | 8/1/2024 |
 Occidental (OXY) | 0.53% | 0% | 55.78% | 8/1/2024 |
 Starbucks (SBUX) | 0.46% | 0% | 68.13% | 1/2/2025 |
 Procter & Gamble (PG) | 0.44% | 0% | 57.1% | 8/1/2024 |
 Credit Suisse Group AG-ADR (CS.US) | 0.42% | 0% | 11.02% | 6/13/2023 |
 Exela (XELA) | 0.38% | 0% | 94.29% | 2/1/2025 |
 Waste Management (WM) | 0.38% | 0% | 73.31% | 7/31/2024 |
 Boeing (BA) | 0.34% | 0% | 44.36% | 1/2/2025 |
 C3.ai (AI) | 0.34% | 0% | 48.07% | 11/20/2024 |
 Lloyd's (LLOY.L) | 0.32% | 0% | 54.32% | 8/1/2024 |
 Coherent (COHR) | 0.31% | 0% | 35.86% | 2/7/2024 |
 BAT (BATS.L) | 0.31% | 0% | 54.85% | 8/1/2024 |
 Rio Tinto (RIO) | 0.29% | 0% | 57.77% | 7/31/2024 |
 Bellway (BWY.L) | 0.27% | 0% | 58.7% | 8/1/2024 |
 IG Group (IGG.L) | 0.27% | 0% | 58.83% | 8/1/2024 |
 BYD (01211.HK) | 0.27% | 0% | 24.83% | 8/2/2024 |
 Johnson Matthey (JMAT.L) | 0.26% | 0% | 73.17% | 2/1/2025 |
 NeueHealth (NEUE) | 0.24% | 0% | 91.5% | 2/1/2025 |
 ITV (ITV.L) | 0.23% | 0% | 43.29% | 4/10/2024 |
 Trainline (TRN.L) | 0.22% | 0% | 69.72% | 8/1/2024 |
 AMD (AMD) | 0.22% | 0% | 49% | 2/1/2025 |
| Novavax (NVAX) | 0.22% | 0% | 99.87% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.21% | 0% | 36.52% | 11/20/2024 |
 American Express (AXP) | 0.21% | 0% | 48.87% | 8/1/2024 |
 Mondi (MNDI.L) | 0.19% | 0% | 48.61% | 8/1/2024 |
 Direct Line Group (DLG.L) | 0.18% | 0% | 35.19% | 8/1/2024 |
 Shell (SHEL.L) | 0.17% | 0% | 32.27% | 8/1/2024 |
 Unilever (ULVR.L) | 0.17% | 0% | 32.27% | 8/1/2024 |
 Liberty SiriusXM (LSXMK) | 0.15% | 0% | 21.51% | 9/11/2024 |
 Nike (NKE) | 0.15% | 0% | 20.32% | 12/2/2024 |
 Vanguard S&P 500 ETF (VOO) | 0.15% | 0% | 11.82% | 1/30/2024 |
 UnitedHealth (UNH) | 0.14% | 0% | 75.43% | 7/31/2024 |
 ZIM (ZIM) | 0.13% | 0% | 76.23% | 11/20/2024 |
| Nuwellis (NUWE) | 0.12% | 0% | 67.46% | 6/26/2024 |
 Diageo (DGE.L) | 0.11% | 0% | 79.42% | 2/1/2025 |
 Walmart (WMT) | 0.11% | 0% | 35.06% | 8/1/2024 |
 Genuit (GEN.L) | 0.1% | 0% | 69.72% | 8/1/2024 |
 HSBC (HSBA.L) | 0.09% | 0% | 32.27% | 8/1/2024 |
 Ferrovial (FER.MC) | 0.09% | 0% | 14.87% | 8/1/2024 |
 Samsung (SMSN.L) | 0.07% | 0% | 17.93% | 8/1/2024 |
 Rough Rice (Expiring Future) (RICE.FUT) | 0.05% | 0% | 3.98% | 8/20/2023 |
 ASOS (ASC.L) | 0.05% | 0% | 2.66% | 3/6/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.03% | 0% | 1.46% | 12/8/2023 |
 ExxonMobil (XOM) | 0.02% | 0% | 34.93% | 7/31/2024 |
 UiPath (PATH) | 0.01% | 0% | 21.38% | 5/1/2024 |
 Svitzer (SVITZR.CO) | 0.01% | 0% | 12.22% | 8/1/2024 |
 Glencore (GLEN.L) | 0.01% | 0% | 20.19% | 5/1/2024 |
 Cenntro (CENN) | 0.01% | 0% | 0.66% | 1/6/2023 |
 Graphic Packaging (GPK) | 0.01% | 0% | 6.37% | 12/2/2024 |
 iClick (ICLK) | 0.01% | 0% | 11.42% | 2/15/2024 |
 Rolls-Royce (RR.L) | 0% | 0% | 0.53% | 1/5/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 22.5% | 27.41% |
| Alphabet (GOOGL) | 22.31% | 25.65% |
| Microsoft (MSFT) | 20.28% | 20.4% |
| Meta (META) | 7.57% | 11.5% |
| Persimmon (PSN.L) | 4.79% | 3.59% |
| Intel (INTC) | 6.13% | 2.47% |
| Legal & General (LGEN.L) | 3.1% | 2.35% |
| BP (BP.L) | 2.08% | 1.37% |
| Starbucks (SBUX) | 1.3% | 0.95% |
| Boeing (BA) | 1.19% | 0.83% |
| Adobe (ADBE) | 1.39% | 0.82% |
| AMD (AMD) | 1.21% | 0.66% |
| Seanergy (SHIP) | 0.87% | 0.41% |
| Evoke (EVOK.L) | 0.76% | 0.37% |
| Johnson Matthey (JMAT.L) | 0.5% | 0.3% |
| Chevron (CVX) | 0.43% | 0.3% |
| Playtika (PLTK) | 0.87% | 0.22% |
| Diageo (DGE.L) | 0.17% | 0.11% |
| NeueHealth (NEUE) | 0.65% | 0.1% |
| Exela (XELA) | 0.64% | 0.05% |
| Novavax (NVAX) | 0.87% | 0.05% |
| Nuwellis (NUWE) | 0.26% | 0% |