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Portfolio Diversification
Range
Most Diversified
19 instruments
January 2, 2023
Least Diversified
0 instruments
April 4, 2026
Average
18 instruments
Most Consistent Holdings
Top 5
MSFT99.76%
BAC99.76%
HSBC99.76%
BABA99.76%
AAPL99.68%
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) | 20.49% | 0% | 91.3% | 2/18/2026 |
| Microsoft (MSFT) | 9.45% | 10.33% | 99.76% | - |
| HSBC (HSBC) | 8.17% | 7.27% | 99.76% | - |
| Apple (AAPL) | 7.03% | 5.02% | 99.68% | - |
| Bank of America (BAC) | 6.71% | 4.47% | 99.76% | - |
 Meta (META) | 6.66% | 4.15% | 99.68% | - |
 Raytheon (RTX) | 5.66% | 0% | 94.04% | 3/24/2026 |
| Alibaba (BABA) | 4.66% | 8.22% | 99.76% | - |
 Visa (V) | 3.44% | 0% | 98.39% | 5/21/2026 |
 Lloyd's (LLOY.L) | 3.41% | 0% | 73.27% | 7/9/2025 |
 JFrog (FROG) | 2.34% | 0% | 97.75% | 5/11/2026 |
 Salesforce (CRM) | 2.22% | 0% | 97.42% | 5/7/2026 |
 Paramount (PSKY) | 1.99% | 0% | 68.84% | 5/15/2025 |
 Snowflake (SNOW) | 1.76% | 0% | 99.28% | 6/1/2026 |
 Intel (INTC) | 1.28% | 8.04% | 58.37% | - |
 ARM (ARM) | 1.1% | 11.2% | 17.47% | - |
 CRISPR Therapeutics (CRSP) | 1.09% | 0.5% | 99.68% | - |
 Dell (DELL) | 1.06% | 12.91% | 15.78% | - |
 iShares Core MSCI Emerging Markets ETF (IEMG) | 1.05% | 0% | 39.05% | 5/8/2024 |
 Ams (AMS.ZU) | 0.96% | 0% | 57.09% | 4/2/2025 |
 Alphabet (GOOG) | 0.94% | 11.95% | 7.17% | - |
 ARK Blockchain & Fintech Innovation ETF (ARKF) | 0.86% | 0% | 68.84% | 5/15/2025 |
 ServiceNow (NOW) | 0.53% | 9.18% | 5.72% | - |
 Fastly (FSLY) | 0.45% | 0.29% | 99.68% | - |
 Ford (F) | 0.06% | 3.16% | 1.85% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 2.67% | 16.93% |
| Alibaba (BABA) | 22.47% | 13.3% |
| HSBC (HSBC) | 3.34% | 8.4% |
| Microsoft (MSFT) | 4.84% | 7.24% |
| Meta (META) | 3.34% | 6.17% |
| Bank of America (BAC) | 4% | 6.08% |
| Raytheon (RTX) | 3.34% | 5.97% |
| Apple (AAPL) | 3.6% | 5.92% |
| Dell (DELL) | 8.24% | 5.48% |
| ARM (ARM) | 11.53% | 4.76% |
| JFrog (FROG) | 4.34% | 2.78% |
| Visa (V) | 2% | 2.74% |
| Intel (INTC) | 2.03% | 1.61% |
| Salesforce (CRM) | 1.93% | 1.53% |
| Snowflake (SNOW) | 3% | 1.44% |
| CRISPR Therapeutics (CRSP) | 3.34% | 0.67% |
| Fastly (FSLY) | 2.6% | 0.22% |
Cash & Instruments Over Time
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