Portfolio Diversification
Range
Most Diversified
10 instruments
November 8, 2024
Least Diversified
7 instruments
September 26, 2023
Average
8.5 instruments
Most Consistent Holdings
Top 5
EA100%
TTWO100%
SHEL100%
LGEN.L100%
RR.L100%
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) | 27.92% | 29.55% | 100% | - |
| Take-Two (TTWO) | 20.33% | 24.08% | 100% | - |
| Shell (SHEL) | 13.58% | 12.55% | 100% | - |
| EA (EA) | 8.88% | 5.65% | 100% | - |
 NewRiver REIT (NRR.L) | 5.73% | 3.21% | 100% | - |
 Tritax (BBOX.L) | 3.89% | 2.33% | 100% | - |
 Airbnb (ABNB) | 3.19% | 0% | 28.37% | 9/25/2023 |
 Roblox (RBLX) | 2.21% | 6.84% | 58.7% | - |
| Legal & General (LGEN.L) | 2.17% | 1.45% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 1.51% | 8% | 27.61% | - |
 ABF (ABF.L) | 1.38% | 5.56% | 32.39% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 13.26% | 37.36% |
| Take-Two (TTWO) | 26.94% | 21.81% |
| Shell (SHEL) | 16.13% | 12.71% |
| EA (EA) | 9.01% | 6.25% |
| NewRiver REIT (NRR.L) | 6.96% | 3.79% |
| Roblox (RBLX) | 3.86% | 3.61% |
| Vanguard S&P 500 ETF (VOO) | 5.15% | 3.46% |
| ABF (ABF.L) | 5.15% | 3.35% |
| Tritax (BBOX.L) | 5.15% | 2.53% |
| Legal & General (LGEN.L) | 2.58% | 1.5% |