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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
AAPL99.75%
MSFT99.75%
BAC99.75%
JPM99.75%
TM99.75%
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) | 20.1% | 12.45% | 99.75% | - |
 Vanguard S&P 500 ETF (VOO) | 13.53% | 26.52% | 99.75% | - |
| JPMorgan (JPM) | 10.83% | 17.65% | 99.75% | - |
| Toyota (TM) | 9.39% | 10.64% | 99.75% | - |
 Waste Management (WM) | 8.19% | 9.81% | 99.75% | - |
| Microsoft (MSFT) | 6.59% | 3.59% | 99.75% | - |
| Apple (AAPL) | 6.47% | 4.98% | 99.75% | - |
 iShares MSCI China ETF (MCHI) | 4.95% | 2.9% | 99.75% | - |
| Bank of America (BAC) | 4.77% | 3.88% | 99.75% | - |
 Ethereum (ETH) | 4.59% | 2.18% | 99.75% | - |
 Unilever (ULVR.L) | 3.13% | 1.32% | 99.75% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.95% | 1.82% | 99.75% | - |
 Tesla (TSLA) | 2.27% | 1.68% | 99.75% | - |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0.07% | 11.02% | - |
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% |
| SPDR Dow Jones Industrial Average ETF Trust (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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