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Portfolio Diversification
Range
Most Diversified
14 instruments
December 10, 2025
Least Diversified
0 instruments
February 15, 2026
Average
13.1 instruments
Most Consistent Holdings
Top 5
MSFT99.48%
JPM99.48%
TM99.48%
WM99.48%
VOO99.48%
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) | 19.4% | 14.49% | 99.41% | - |
| Vanguard S&P 500 ETF (VOO) | 14.88% | 26.11% | 99.48% | - |
| JPMorgan (JPM) | 11.55% | 18.06% | 99.48% | - |
| Toyota (TM) | 9.35% | 9.33% | 99.48% | - |
| Waste Management (WM) | 8.28% | 8.52% | 99.48% | - |
 Apple (AAPL) | 6.32% | 5.63% | 99.41% | - |
| Microsoft (MSFT) | 6.23% | 3.8% | 99.48% | - |
 iShares MSCI China ETF (MCHI) | 4.68% | 2.42% | 99.48% | - |
 Bank of America (BAC) | 4.67% | 3.86% | 99.41% | - |
 Ethereum (ETH) | 4.27% | 2.22% | 99.41% | - |
 Unilever (ULVR.L) | 2.92% | 1.33% | 99.41% | - |
 State Street SPDR Dow Jones In (DIA.US) | 2.82% | 1.74% | 99.41% | - |
 Tesla (TSLA) | 2.19% | 1.46% | 99.41% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.02% | 0.09% | 20.55% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 25.92% | 24.38% |
| JPMorgan (JPM) | 16.27% | 17.88% |
| Rolls-Royce (RR.L) | 11.78% | 12.4% |
| Toyota (TM) | 11.32% | 10.66% |
| Waste Management (WM) | 11.24% | 9.51% |
| Apple (AAPL) | 4.04% | 4.89% |
| Microsoft (MSFT) | 3.09% | 4% |
| Bank of America (BAC) | 3.86% | 3.95% |
| iShares MSCI China ETF (MCHI) | 3.09% | 2.93% |
| Ethereum (ETH) | 3.09% | 2.68% |
| Tesla (TSLA) | 1.54% | 1.93% |
| State Street SPDR Dow Jones In (DIA.US) | 1.54% | 1.74% |
| Unilever (ULVR.L) | 1.54% | 1.51% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.08% |
Cash & Instruments Over Time
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