Portfolio Diversification
Range
Most Diversified
27 instruments
September 4, 2024
Least Diversified
0 instruments
January 1, 2022
Average
6.9 instruments
Most Consistent Holdings
Top 5
MSFT26.94%
AMZN26.94%
KO26.94%
VZ26.94%
BRK.B26.94%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Capricorn Energy (CNE.L) | 1.73% | 0% | 26.46% | 4/25/2025 |
 Targa Resources (TRGP) | 1.33% | 0% | 26.54% | 4/25/2025 |
 Kinder Morgan (KMI) | 1.21% | 0% | 26.94% | 4/25/2025 |
 Baker Hughes (BKR) | 1.14% | 0% | 26.94% | 4/25/2025 |
 PayPal (PYPL) | 1.12% | 0% | 26.94% | 4/25/2025 |
 Altria (MO) | 1.11% | 0% | 26.94% | 4/25/2025 |
| Berkshire Hathaway (BRK.B) | 1.08% | 0% | 26.94% | 4/25/2025 |
 Albemarle (ALB) | 1.04% | 0% | 26.94% | 4/25/2025 |
| Amazon (AMZN) | 1.03% | 0% | 26.94% | 4/25/2025 |
| Coca-Cola (KO) | 1.03% | 0% | 26.94% | 4/25/2025 |
| Verizon (VZ) | 1.01% | 0% | 26.94% | 4/25/2025 |
 Adobe (ADBE) | 1% | 0% | 26.94% | 4/25/2025 |
 Ares Capital (ARCC) | 0.99% | 0% | 26.94% | 4/25/2025 |
| Microsoft (MSFT) | 0.97% | 0% | 26.94% | 4/25/2025 |
 Delta (DAL) | 0.95% | 0% | 26.54% | 4/25/2025 |
 Diversified Energy (DEC.L) | 0.92% | 0% | 26.86% | 4/25/2025 |
 Nio (NIO) | 0.85% | 0% | 26.54% | 4/25/2025 |
 BAT (BATS.L) | 0.84% | 0% | 26.94% | 4/25/2025 |
 National Grid (NG.L) | 0.81% | 0% | 26.38% | 4/25/2025 |
 Dow (DOW) | 0.77% | 0% | 26.94% | 4/25/2025 |
 Phoenix (PHNX.L) | 0.74% | 0% | 26.94% | 4/25/2025 |
 Greggs (GRG.L) | 0.7% | 0% | 26.94% | 4/25/2025 |
 Vodafone (VOD.L) | 0.68% | 0% | 26.94% | 4/25/2025 |
 Diageo (DGE.L) | 0.63% | 0% | 26.94% | 4/25/2025 |
 Aston Martin (AML.L) | 0.62% | 0% | 26.94% | 4/25/2025 |
 XRP (XRP) | 0.59% | 0% | 15.32% | 12/11/2024 |
 Lockheed Martin (LMT) | 0.01% | 0% | 2.05% | 10/29/2024 |
 Rightmove (RMV.L) | 0% | 0% | 0.47% | 9/9/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Capricorn Energy (CNE.L) | 6.78% | 7.6% |
| Targa Resources (TRGP) | 3.39% | 4.93% |
| Kinder Morgan (KMI) | 3.39% | 4.58% |
| PayPal (PYPL) | 3.39% | 4.38% |
| Baker Hughes (BKR) | 3.39% | 4.05% |
| Amazon (AMZN) | 3.39% | 3.86% |
| Diversified Energy (DEC.L) | 3.39% | 3.81% |
| Delta (DAL) | 3.39% | 3.77% |
| Altria (MO) | 3.39% | 3.73% |
| Berkshire Hathaway (BRK.B) | 3.39% | 3.59% |
| Albemarle (ALB) | 5.09% | 3.39% |
| Ares Capital (ARCC) | 3.39% | 3.38% |
| Microsoft (MSFT) | 3.39% | 3.27% |
| Verizon (VZ) | 3.39% | 3.25% |
| Coca-Cola (KO) | 3.39% | 3.22% |
| Adobe (ADBE) | 3.39% | 3% |
| BAT (BATS.L) | 2.54% | 2.85% |
| National Grid (NG.L) | 3.05% | 2.72% |
| Nio (NIO) | 3.39% | 2.71% |
| Greggs (GRG.L) | 2.54% | 2.45% |
| Phoenix (PHNX.L) | 2.54% | 2.4% |
| Diageo (DGE.L) | 2.54% | 2.22% |
| Dow (DOW) | 3.39% | 2.21% |
| Vodafone (VOD.L) | 2.54% | 2.17% |
| Aston Martin (AML.L) | 2.54% | 1.84% |