Portfolio Diversification
Range
Most Diversified
54 instruments
April 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
48.5 instruments
Most Consistent Holdings
Top 5
GE99.91%
F99.91%
BABA99.91%
AC.PA99.91%
DAL99.91%
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 |
|---|---|---|---|---|
 Bitcoin (BTC) | 4.86% | 0% | 99.91% | 2/1/2025 |
 3M (MMM) | 3.79% | 0% | 97.45% | 2/1/2025 |
 Lloyd's (LLOY.L) | 3.09% | 0% | 99.91% | 2/1/2025 |
 Ethereum (ETH) | 3.03% | 0% | 99.91% | 2/1/2025 |
 IAG (IAG.L) | 3.02% | 0% | 99.91% | 2/1/2025 |
 iShares MSCI Emerging Markets ETF (EEM) | 2.84% | 0% | 99.91% | 2/1/2025 |
| Accor (AC.PA) | 2.76% | 0% | 99.91% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 2.66% | 0% | 99.91% | 2/1/2025 |
| Delta (DAL) | 2.54% | 0% | 99.91% | 2/1/2025 |
 Rolls-Royce (RR.L) | 2.46% | 0% | 74.2% | 4/24/2024 |
 Carnival (CCL.L) | 2.4% | 0% | 99.91% | 2/1/2025 |
 iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 2.34% | 0% | 99.91% | 2/1/2025 |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 2.31% | 0% | 99.91% | 2/1/2025 |
 Groupe ADP (ADP.PA) | 2.16% | 0% | 99.91% | 2/1/2025 |
| GE (GE) | 2.01% | 0% | 99.91% | 2/1/2025 |
 Microsoft (MSFT) | 2.01% | 0% | 85.05% | 2/1/2025 |
 Tesla (TSLA) | 2% | 0% | 86.05% | 2/1/2025 |
| Alibaba (BABA) | 1.95% | 0% | 99.91% | 2/1/2025 |
 iShares China Large-Cap ETF (FXI) | 1.85% | 0% | 99.91% | 2/1/2025 |
 ARMOUR Residential REIT (ARR) | 1.79% | 0% | 83.04% | 2/1/2025 |
 Glencore (GLEN.L) | 1.76% | 0% | 57.79% | 2/1/2025 |
 Cardano (ADA) | 1.67% | 0% | 99.91% | 2/1/2025 |
 Persimmon (PSN.L) | 1.52% | 0% | 84.41% | 2/1/2025 |
 ARM (ARM) | 1.52% | 0% | 42.66% | 2/1/2025 |
 Lowe's (LOW) | 1.52% | 0% | 97.36% | 2/1/2025 |
 Renewables Infrastructure Group (TRIG.L) | 1.51% | 0% | 99.91% | 2/1/2025 |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.5% | 0% | 99.91% | 2/1/2025 |
 XRP (XRP) | 1.46% | 0% | 99.91% | 2/1/2025 |
 Samsung (SMSN.L) | 1.43% | 0% | 99.91% | 2/1/2025 |
 Carnival (CCL) | 1.38% | 0% | 99.91% | 2/1/2025 |
 Airbnb (ABNB) | 1.34% | 0% | 99.91% | 2/1/2025 |
 TSMC (TSM) | 1.33% | 0% | 99.91% | 2/1/2025 |
| Ford (F) | 1.28% | 0% | 99.91% | 2/1/2025 |
 WH Smith (SMWH.L) | 1.22% | 0% | 99.91% | 2/1/2025 |
 Royal Caribbean (RCL) | 1.17% | 0% | 99.91% | 2/1/2025 |
 ASE Technology (ASX) | 1.12% | 0% | 84.32% | 2/1/2025 |
 Jumia (JMIA) | 1.07% | 0% | 99.91% | 2/1/2025 |
 Johnson & Johnson (JNJ) | 1.04% | 0% | 94.9% | 2/1/2025 |
 Amazon (AMZN) | 0.99% | 0% | 85.51% | 2/1/2025 |
 Invesco Mortgage Capital (IVR) | 0.96% | 0% | 83.04% | 2/1/2025 |
 PDD Holdings (PDD) | 0.96% | 0% | 99.91% | 2/1/2025 |
 Vanguard FTSE Europe ETF (VGK) | 0.93% | 0% | 99.91% | 2/1/2025 |
 Aviva (AV.L) | 0.91% | 0% | 49.04% | 2/1/2025 |
 BYD Electronic (00285.HK) | 0.85% | 0% | 94.53% | 2/1/2025 |
 Hapag-Lloyd (HLAG.DE) | 0.77% | 0% | 57.7% | 2/1/2025 |
 easyJet (EZJ.L) | 0.77% | 0% | 85.32% | 2/1/2025 |
 Boeing (BA) | 0.69% | 0% | 91.25% | 10/29/2024 |
 IDS (IDS.L) | 0.64% | 0% | 87.24% | 2/1/2025 |
 HSBC (HSBA.L) | 0.57% | 0% | 14.86% | 6/13/2022 |
 Nu (NU) | 0.51% | 0% | 30.81% | 2/1/2025 |
 Fintech Acquisition Corp. V (FTCV) | 0.51% | 0% | 29.44% | 12/9/2022 |
 Investec (INVP.L) | 0.49% | 0% | 14.86% | 6/13/2022 |
 Apple (AAPL) | 0.41% | 0% | 24.25% | 2/1/2025 |
 Nio (NIO) | 0.34% | 0% | 99.91% | 2/1/2025 |
 GE Vernova (GEV) | 0.23% | 0% | 27.62% | 2/1/2025 |
 Solventum (SOLV) | 0.15% | 0% | 27.71% | 2/1/2025 |
 BP (BP.L) | 0.1% | 0% | 9.12% | 10/11/2022 |
 GE HealthCare (GEHC) | 0.1% | 0% | 20.24% | 8/17/2023 |
 Flare (FLR) | 0.02% | 0% | 65.72% | 2/1/2025 |
 Songbird (SGB) | 0% | 0% | 31.63% | 12/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 4.63% | 7.83% |
| ARMOUR Residential REIT (ARR) | 7.24% | 5.89% |
| Lloyd's (LLOY.L) | 3.54% | 4.06% |
| IAG (IAG.L) | 2.99% | 4.06% |
| Tesla (TSLA) | 2.04% | 4% |
| 3M (MMM) | 4.22% | 3.86% |
| XRP (XRP) | 2.5% | 3.63% |
| Ethereum (ETH) | 4.08% | 3.34% |
| Carnival (CCL.L) | 2.18% | 3.31% |
| ARM (ARM) | 1.35% | 3.22% |
| Accor (AC.PA) | 2.18% | 2.77% |
| Delta (DAL) | 2.31% | 2.76% |
| iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML.L) | 3.13% | 2.59% |
| Microsoft (MSFT) | 1.36% | 2.29% |
| iShares MSCI Emerging Markets ETF (EEM) | 2.72% | 2.22% |
| GE (GE) | 1.5% | 2.15% |
| ASE Technology (ASX) | 2.04% | 2.13% |
| Glencore (GLEN.L) | 2.72% | 2.05% |
| Cardano (ADA) | 4.97% | 2% |
| Royal Caribbean (RCL) | 0.84% | 1.97% |
| Apple (AAPL) | 1.36% | 1.76% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 2.86% | 1.72% |
| TSMC (TSM) | 1.09% | 1.7% |
| Carnival (CCL) | 1.91% | 1.7% |
| Aviva (AV.L) | 1.36% | 1.57% |
| iShares Core 10+ Year USD Bond ETF (ILTB) | 2.45% | 1.54% |
| iShares China Large-Cap ETF (FXI) | 2.04% | 1.45% |
| Groupe ADP (ADP.PA) | 1.63% | 1.43% |
| Persimmon (PSN.L) | 1.77% | 1.38% |
| Lowe's (LOW) | 1.22% | 1.36% |
| Alibaba (BABA) | 3.13% | 1.35% |
| Nu (NU) | 1.36% | 1.24% |
| Amazon (AMZN) | 0.68% | 1.16% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.09% | 1.15% |
| Renewables Infrastructure Group (TRIG.L) | 1.63% | 1.07% |
| GE Vernova (GEV) | 0% | 1.06% |
| Hapag-Lloyd (HLAG.DE) | 1.36% | 1.04% |
| BYD Electronic (00285.HK) | 0.54% | 1.01% |
| Airbnb (ABNB) | 1.36% | 1% |
| easyJet (EZJ.L) | 0.68% | 0.81% |
| Invesco Mortgage Capital (IVR) | 1.5% | 0.78% |
| Ford (F) | 1.36% | 0.78% |
| WH Smith (SMWH.L) | 1.22% | 0.77% |
| Samsung (SMSN.L) | 1.36% | 0.74% |
| IDS (IDS.L) | 0.68% | 0.73% |
| Vanguard FTSE Europe ETF (VGK) | 0.82% | 0.7% |
| Johnson & Johnson (JNJ) | 0.82% | 0.7% |
| PDD Holdings (PDD) | 0.68% | 0.63% |
| Jumia (JMIA) | 2.04% | 0.62% |
| Solventum (SOLV) | 0% | 0.49% |
| Nio (NIO) | 1.09% | 0.1% |
| Flare (FLR) | 0.04% | 0.04% |
| Songbird (SGB) | 0.01% | 0% |