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Portfolio Diversification
Range
Most Diversified
40 instruments
June 12, 2026
Least Diversified
0 instruments
April 4, 2026
Average
25.3 instruments
Most Consistent Holdings
Top 5
CVX.US99.57%
MCD99.57%
LGEN.L99.57%
RIO99.57%
BATS.L99.46%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Chevron (CVX.US) | 6.63% | 4.83% | 99.57% | - |
 Eli Lilly (LLY) | 6.31% | 3.06% | 83.89% | - |
| Legal & General (LGEN.L) | 5.89% | 4.34% | 99.57% | - |
| McDonald's (MCD) | 5.77% | 3.82% | 99.57% | - |
 Persimmon (PSN.L) | 5.03% | 0% | 95.06% | 6/8/2026 |
| Rio Tinto (RIO) | 5.01% | 3.05% | 99.57% | - |
 AstraZeneca (AZN.L) | 4.67% | 2.96% | 99.36% | - |
 National Grid (NGG) | 4.42% | 4.26% | 79.81% | - |
 Vanguard S&P 500 ETF (VOO) | 4.31% | 4.44% | 77.98% | - |
 Home Depot (HD) | 3.93% | 4.14% | 78.2% | - |
| BAT (BATS.L) | 3.86% | 2.2% | 99.46% | - |
 Johnson & Johnson (JNJ) | 3.55% | 1.4% | 79.16% | - |
 Volkswagen (VOW3.DE) | 3.19% | 0% | 72.72% | 5/19/2026 |
 Procter & Gamble (PG) | 2.94% | 1.62% | 99.36% | - |
 PepsiCo (PEP) | 2.83% | 2.34% | 99.36% | - |
 Air Products (APD) | 2.43% | 3.5% | 64.02% | - |
 BNP Paribas (BNP.PA) | 2.36% | 2.6% | 62.94% | - |
 Alibaba (BABA) | 2.31% | 0% | 95.49% | 6/12/2026 |
 iShares iBonds Dec 2024 Term Corporate ETF (IBDP) | 1.91% | 0% | 20.19% | 7/8/2024 |
 AbbVie (ABBV) | 1.7% | 3.2% | 50.7% | - |
 BP (BP.L) | 1.34% | 0% | 95.49% | 6/12/2026 |
 Aviva (AV.L) | 1.29% | 0% | 20.19% | 7/8/2024 |
 BlackRock (BLK) | 1.25% | 4.62% | 43.93% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.18% | 2.99% | 35.66% | - |
 Tesla (TSLA) | 1.1% | 0% | 28.89% | 9/27/2024 |
 Verizon (VZ) | 1.02% | 0% | 24.27% | 6/29/2026 |
 Vodafone (VOD) | 0.88% | 0% | 89.37% | 4/15/2026 |
 Cisco (CSCO) | 0.84% | 0% | 15.36% | 5/23/2024 |
 ARK Innovation ETF (ARKK) | 0.82% | 0% | 34.16% | 6/8/2026 |
 Schwab US Dividend Equity ETF (SCHD) | 0.79% | 2.25% | 34.69% | - |
 Apple (AAPL) | 0.79% | 0% | 20.19% | 7/8/2024 |
 Imperial Brands (IMB.L) | 0.74% | 0% | 32.76% | 4/17/2026 |
 Realty Income Corp (O.RTH) | 0.73% | 0% | 17.4% | 6/15/2026 |
 Shell (SHEL.L) | 0.73% | 0% | 20.19% | 7/8/2024 |
 Costco (COST) | 0.61% | 1.71% | 31.58% | - |
 Automatic Data Processing Inc (ADP.RTH) | 0.51% | 0% | 13.53% | 6/11/2026 |
 ARMOUR Residential REIT (ARR) | 0.45% | 0% | 28.14% | 5/18/2026 |
 ADP (ADP) | 0.41% | 1.98% | 16.86% | - |
 Invesco QQQ (QQQ) | 0.41% | 1.11% | 35.98% | - |
 Darden (DRI) | 0.39% | 1.31% | 26.96% | - |
 ARK Innovation UCITS ETF (ARKK.L) | 0.34% | 0% | 4.62% | 8/20/2025 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.32% | 2.36% | 13.96% | - |
 Target Corp (TGT.RTH) | 0.27% | 0% | 13.96% | 6/15/2026 |
 Ellington Financial (EFC) | 0.26% | 0% | 17.19% | 2/3/2026 |
 Coinbase (COIN) | 0.22% | 0% | 23.85% | 2/5/2026 |
 ExxonMobil Holdings Corp (XOM.RTH) | 0.2% | 0% | 13.96% | 6/15/2026 |
 Vanguard Information Technology (VGT) | 0.2% | 1.69% | 12.24% | - |
 Microsoft (MSFT) | 0.15% | 2.54% | 6.55% | - |
 NVIDIA (NVDA) | 0.14% | 2.47% | 6.77% | - |
 Coca-Cola (KO) | 0.11% | 3.13% | 4.3% | - |
 DTE Energy (DTE) | 0.11% | 1.7% | 6.44% | - |
 Realty Income (O) | 0.1% | 2.63% | 3.76% | - |
 Newmont (NEM) | 0.1% | 0% | 6.98% | 7/20/2026 |
 Xtrackers S&P 500 Inverse Daily Swap UCITS ETF (DXS3.DE) | 0.1% | 0% | 10.85% | 7/8/2024 |
 Kimberly-Clark (KMB) | 0.09% | 1.28% | 6.98% | - |
 GBP/JPY (GBPJPY) | 0.08% | 0% | 2.58% | 1/2/2026 |
 NextEra (NEE) | 0.08% | 2.03% | 4.08% | - |
 iShares MSCI Emerging Markets ETF (EEM) | 0.07% | 1.79% | 3.54% | - |
 Honeywell (HON) | 0.06% | 1.02% | 4.19% | - |
 iShares 0-1 Year Treasury Bond (SHV) | 0.06% | 2.81% | 2.15% | - |
 Target (TGT) | 0.06% | 1.62% | 3.54% | - |
 Prologis (PLD) | 0.06% | 1.32% | 4.08% | - |
 GBP/USD (GBPUSD) | 0.05% | 0% | 5.26% | 12/4/2025 |
 ExxonMobil (XOM) | 0.05% | 1.38% | 3.54% | - |
 EUR/GBP (EURGBP) | 0.04% | 0% | 3.44% | 7/15/2025 |
 Apple Hospitality (APLE) | 0.04% | 0% | 3.22% | 9/26/2025 |
 Vanguard FTSE Developed Market ETF (VEA) | 0.04% | 0% | 2.15% | 3/9/2026 |
 UPS (UPS) | 0.04% | 0% | 2.9% | 3/5/2026 |
 Palantir (PLTR) | 0.03% | 0% | 2.04% | 7/1/2026 |
 USD/JPY (USDJPY) | 0.03% | 0% | 1.93% | 12/19/2025 |
 Honeywell Aerospace Inc (HONA) | 0.02% | 0.9% | 2.26% | - |
 Disney (DIS) | 0.01% | 0% | 1.4% | 5/19/2025 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 0.54% | 4/7/2026 |
 Roblox (RBLX) | 0.01% | 0% | 0.97% | 10/30/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0.01% | 0% | 0.21% | 3/11/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Eli Lilly (LLY) | 6.33% | 7.6% |
| McDonald's (MCD) | 4.76% | 5.19% |
| GBP/JPY (GBPJPY) | 5.38% | 4.95% |
| Rio Tinto (RIO) | 4.27% | 4.79% |
| Vanguard S&P 500 ETF (VOO) | 4.16% | 4.74% |
| National Grid (NGG) | 3.92% | 4.7% |
| Persimmon (PSN.L) | 4.94% | 4.65% |
| Chevron (CVX.US) | 5.09% | 4.52% |
| Legal & General (LGEN.L) | 4.38% | 4.46% |
| Johnson & Johnson (JNJ) | 3.25% | 4.25% |
| AstraZeneca (AZN.L) | 3.55% | 3.86% |
| Volkswagen (VOW3.DE) | 4.06% | 3.6% |
| Home Depot (HD) | 4.06% | 3.54% |
| AbbVie (ABBV) | 3.34% | 3.36% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.59% | 3.22% |
| BAT (BATS.L) | 2.53% | 3.05% |
| Air Products (APD) | 4.06% | 2.77% |
| Alibaba (BABA) | 1.99% | 2.57% |
| BNP Paribas (BNP.PA) | 2.16% | 2.37% |
| ARK Innovation ETF (ARKK) | 2.54% | 2.34% |
| Schwab US Dividend Equity ETF (SCHD) | 2.44% | 2.2% |
| Costco (COST) | 2.16% | 1.86% |
| Procter & Gamble (PG) | 2.12% | 1.84% |
| BlackRock (BLK) | 1.82% | 1.81% |
| PepsiCo (PEP) | 2.57% | 1.77% |
| ARMOUR Residential REIT (ARR) | 1.57% | 1.7% |
| Imperial Brands (IMB.L) | 1.58% | 1.49% |
| Darden (DRI) | 1.57% | 1.49% |
| Ellington Financial (EFC) | 1.57% | 1.42% |
| Invesco QQQ (QQQ) | 1.16% | 1.13% |
| BP (BP.L) | 1.08% | 0.93% |
| Vodafone (VOD) | 0.81% | 0.64% |
| Coinbase (COIN) | 1.1% | 0.63% |
Cash & Instruments Over Time
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