Portfolio Diversification
Range
Most Diversified
14 instruments
December 10, 2025
Least Diversified
13 instruments
January 2, 2023
Average
13 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
BAC100%
JPM100%
TM100%
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) | 20.95% | 11.93% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 12.24% | 24.69% | 100% | - |
| JPMorgan (JPM) | 10.12% | 17.9% | 100% | - |
| Toyota (TM) | 9.18% | 10.47% | 100% | - |
 Waste Management (WM) | 8.01% | 9.44% | 100% | - |
| Microsoft (MSFT) | 6.97% | 4.01% | 100% | - |
| Apple (AAPL) | 6.69% | 5.06% | 100% | - |
 iShares MSCI China ETF (MCHI) | 5.2% | 3.04% | 100% | - |
| Bank of America (BAC) | 4.9% | 4.01% | 100% | - |
 Ethereum (ETH) | 4.88% | 2.81% | 100% | - |
 Unilever (ULVR.L) | 3.33% | 1.52% | 100% | - |
 SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 3.1% | 1.78% | 100% | - |
 Tesla (TSLA) | 2.33% | 1.99% | 100% | - |
 Dormant11249 (Dormant11249) | 0% | 0.08% | 0.56% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 8.03% | 24.47% |
| Vanguard S&P 500 ETF (VOO) | 19.14% | 14.79% |
| Toyota (TM) | 17.4% | 12.89% |
| JPMorgan (JPM) | 12.17% | 11.16% |
| Waste Management (WM) | 8.03% | 6.4% |
| Apple (AAPL) | 5.36% | 5.6% |
| Microsoft (MSFT) | 5.36% | 5.27% |
| Ethereum (ETH) | 5.36% | 4.51% |
| Bank of America (BAC) | 5.36% | 3.93% |
| iShares MSCI China ETF (MCHI) | 5.36% | 3.45% |
| Tesla (TSLA) | 2.68% | 2.62% |
| Unilever (ULVR.L) | 2.68% | 2.36% |
| SPDR Dow Jones Industrial Average ETF Trust (DIA.US) | 2.68% | 2.33% |