Portfolio Diversification
Range
Most Diversified
7 instruments
September 21, 2024
Least Diversified
1 instruments
May 17, 2023
Average
3.1 instruments
Most Consistent Holdings
Top 5
RR.L100%
VOO34.66%
JDW.L32.5%
DOV26.27%
PBF24.98%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Rolls-Royce (RR.L) | 67.81% | 97.84% | 100% | - |
| PBF Energy (PBF) | 11.89% | 0% | 24.98% | 10/31/2022 |
 Amazon (AMZN) | 9.52% | 0% | 15.99% | 5/16/2023 |
| Vanguard S&P 500 ETF (VOO) | 3.18% | 0% | 34.66% | 3/1/2023 |
| Dover (DOV) | 0.22% | 0.58% | 26.27% | - |
 WEBTOON Entertainment Inc (WBTN) | 0.13% | 0.24% | 23.85% | - |
 Nokia (NOKIA.HE) | 0.13% | 0.73% | 16.77% | - |
| Wetherspoon (JDW.L) | 0.12% | 0.21% | 32.5% | - |
 Virgin Money (VMUK.L) | 0.08% | 0% | 16.08% | 9/23/2024 |
 ASM (ASM.NV) | 0.07% | 0.16% | 23.51% | - |
 Enphase (ENPH) | 0.02% | 0% | 0.09% | 6/16/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 88.62% | 96.95% |
| Nokia (NOKIA.HE) | 2.46% | 0.85% |
| Dover (DOV) | 2.46% | 0.83% |
| WEBTOON Entertainment Inc (WBTN) | 3.08% | 0.56% |
| ASM (ASM.NV) | 1.23% | 0.31% |
| Wetherspoon (JDW.L) | 1.23% | 0.3% |