Portfolio Diversification
Range
Most Diversified
7 instruments
September 21, 2024
Least Diversified
1 instruments
May 17, 2023
Average
3.5 instruments
Most Consistent Holdings
Top 5
RR.L100%
JDW.L40.47%
DOV34.98%
WBTN32.77%
ASM.NV32.55%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Rolls-Royce (RR.L) | 71.28% | 97.75% | 100% | - |
 PBF Energy (PBF) | 10.49% | 0% | 22.03% | 10/31/2022 |
 Amazon (AMZN) | 8.4% | 0% | 14.1% | 5/16/2023 |
 Vanguard S&P 500 ETF (VOO) | 2.8% | 0% | 30.56% | 3/1/2023 |
| Dover (DOV) | 0.25% | 0.4% | 34.98% | - |
 Nokia (NOKIA.HE) | 0.18% | 0.4% | 26.6% | - |
| WEBTOON Entertainment Inc (WBTN) | 0.15% | 0.3% | 32.77% | - |
| Wetherspoon (JDW.L) | 0.14% | 0.17% | 40.47% | - |
| ASM (ASM.NV) | 0.08% | 0.11% | 32.55% | - |
 Virgin Money (VMUK.L) | 0.07% | 0% | 14.18% | 9/23/2024 |
 Alibaba (BABA) | 0.03% | 0.8% | 3.89% | - |
 Enphase (ENPH) | 0.02% | 0% | 0.08% | 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% |