Portfolio Diversification
Range
Most Diversified
23 instruments
December 28, 2023
Least Diversified
0 instruments
June 23, 2022
Average
12.4 instruments
Most Consistent Holdings
Top 5
SMT.L94.31%
TSLA61.06%
AIR.PA58.61%
BA53.79%
SBSW52.76%
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 |
|---|---|---|---|---|
| Scottish Mortgage (SMT.L) | 26.47% | 24.02% | 94.31% | - |
| Tesla (TSLA) | 7.63% | 2.92% | 61.06% | - |
| Sibanye Stillwater (SBSW) | 4.91% | 0% | 52.76% | 7/3/2025 |
 Albemarle (ALB) | 4.82% | 12.85% | 45.1% | - |
 FMC (FMC) | 3.32% | 7.81% | 45.1% | - |
| Boeing (BA) | 3.28% | 2.48% | 53.79% | - |
 Greggs (GRG.L) | 2.9% | 0% | 38.86% | 8/1/2024 |
 Microsoft (MSFT) | 2.85% | 5.8% | 51.66% | - |
| Airbus (AIR.PA) | 2.85% | 3.1% | 58.61% | - |
 Spirax-Sarco (SPX.L) | 2.65% | 9.11% | 43.52% | - |
 Meta (META) | 2.64% | 0% | 27.96% | 8/1/2024 |
 Alphabet (GOOG) | 1.94% | 0% | 29.7% | 10/30/2024 |
 Ashtead (AHT.L) | 1.84% | 7.08% | 40.36% | - |
 NVIDIA (NVDA) | 1.62% | 0% | 23.62% | 8/15/2024 |
 Qualcomm (QCOM) | 1.61% | 2.3% | 43.76% | - |
 Marshalls (MSLH.L) | 1.43% | 0% | 35.62% | 7/12/2024 |
 Adidas (ADS.DE) | 1.36% | 0% | 17.38% | 6/12/2023 |
 Croda (CRDA.L) | 1.32% | 6.03% | 41% | - |
 3i (III) | 1.17% | 4.85% | 17.54% | - |
 Texas Instruments (TXN) | 1.15% | 0% | 10.82% | 5/18/2022 |
 Mondi (MNDI.L) | 1.04% | 2.53% | 22.83% | - |
 ASML (ASML) | 1% | 2.21% | 33.97% | - |
 DS Smith (SMDS.L) | 0.96% | 0% | 24.49% | 2/13/2024 |
 PDD Holdings (PDD) | 0.93% | 0% | 16.43% | 9/1/2023 |
 Arcadium Lithium Plc (ALTM) | 0.84% | 0% | 13.19% | 10/9/2024 |
 ProShares UltraPro QQQ (TQQQ) | 0.79% | 0% | 10.82% | 6/5/2025 |
 Tellurian (TELL) | 0.78% | 0% | 15.56% | 12/26/2023 |
 Mercedes-Benz (MBG.DE) | 0.77% | 2.01% | 28.91% | - |
 Rentokil (RTO.L) | 0.68% | 0% | 21.56% | 2/28/2025 |
 LSE (LSEG.L) | 0.67% | 0% | 12.56% | 4/24/2023 |
 Amazon (AMZN) | 0.66% | 0% | 12.8% | 4/24/2023 |
 Halma (HLMA.L) | 0.62% | 0% | 19.19% | 2/22/2024 |
 MTU Aero Engines (MTX.DE) | 0.62% | 0% | 16.51% | 1/18/2024 |
 Alibaba (BABA) | 0.61% | 0% | 14.61% | 9/24/2024 |
 TSMC (TSM) | 0.38% | 0% | 4.74% | 11/15/2022 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.35% | 0% | 9.24% | 6/16/2023 |
 Unilever (ULVR.L) | 0.34% | 0% | 9.24% | 2/5/2024 |
 Sprott Physical Silver Trust (PSLV) | 0.31% | 0% | 6.48% | 3/22/2023 |
 Beyond Meat (BYND) | 0.3% | 0% | 7.27% | 12/28/2022 |
 ENN Energy (02688.HK) | 0.29% | 0% | 8.37% | 4/12/2024 |
 Antero (AR.US) | 0.24% | 0% | 6.16% | 1/12/2024 |
 Abrdn Palladium ETF Trust (PALL) | 0.24% | 0% | 5.21% | 4/18/2023 |
 Moderna (MRNA) | 0.24% | 0% | 5.45% | 6/13/2023 |
 DCC (DCC.L) | 0.23% | 0% | 4.74% | 2/2/2023 |
 Nasdaq (NDAQ) | 0.23% | 0% | 6.08% | 8/11/2023 |
 Bayer (BAYN.DE) | 0.22% | 0% | 7.35% | 5/10/2024 |
 Bitcoin (BTC) | 0.21% | 0% | 3.48% | 11/15/2022 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.21% | 0% | 0.24% | 7/20/2022 |
 AMD (AMD) | 0.2% | 0% | 3.79% | 11/14/2022 |
 Caterpillar (CAT) | 0.19% | 0% | 5.13% | 6/7/2023 |
 Shopify (SHOP) | 0.16% | 0% | 2.92% | 10/27/2022 |
 Intel (INTC) | 0.15% | 0% | 5.53% | 7/9/2024 |
 Pfizer (PFE) | 0.15% | 0% | 3.71% | 5/1/2024 |
 BP (BP.L) | 0.14% | 0% | 3.48% | 1/31/2024 |
 BMW (BMW.DE) | 0.13% | 0% | 2.45% | 1/4/2023 |
 Anglo American (AAL.L) | 0.13% | 0% | 3.48% | 1/31/2024 |
 Danaher (DHR) | 0.12% | 0% | 3.55% | 1/31/2024 |
 Mercantile (MRC.L) | 0.11% | 0% | 0.63% | 5/27/2022 |
 Deutsche Boerse (DB1.DE) | 0.11% | 0% | 2.45% | 7/25/2023 |
 Apple (AAPL) | 0.09% | 0% | 1.5% | 10/24/2022 |
 Segro (SGRO.L) | 0.09% | 0% | 2.37% | 7/20/2023 |
 Smith & Nephew (SN.L) | 0.08% | 0% | 0.63% | 7/15/2022 |
 AVEVA Group PLC (AVV.L) | 0.08% | 0% | 0.79% | 1/10/2022 |
 Investor AB (INVE-A.ST) | 0.06% | 0% | 0.95% | 5/18/2022 |
 Nestle (NESN.ZU) | 0.06% | 0% | 1.58% | 8/2/2023 |
 SPDR Gold (GLD) | 0.06% | 0% | 0.79% | 10/3/2022 |
 Co-Diagnostics (CODX) | 0.05% | 0% | 1.42% | 6/27/2023 |
 Procter & Gamble (PG) | 0.04% | 0% | 1.03% | 6/16/2023 |
 Whitbread (WTB.L) | 0.04% | 0% | 0.39% | 1/5/2022 |
 Euronext (ENX.PA) | 0.04% | 0% | 1.03% | 6/12/2023 |
 MicroStrategy (MSTR) | 0.04% | 0% | 0.71% | 5/9/2024 |
 McDonald's (MCD) | 0.03% | 0% | 0.87% | 2/13/2023 |
 Glencore (GLEN.L) | 0.03% | 2.81% | 1.18% | - |
 US Natural Gas (UNG) | 0.03% | 0% | 0.55% | 2/21/2023 |
 Coinbase (COIN) | 0.03% | 0% | 0.63% | 11/15/2022 |
 Alibaba (9988.HK) | 0.03% | 0% | 0.47% | 11/14/2022 |
 Monks (MNKS.L) | 0.02% | 0% | 1.18% | 1/19/2022 |
 Dynatrace (DT) | 0.02% | 0% | 0.71% | 3/27/2024 |
 Livent Corp (LTHM) | 0.02% | 0% | 0.71% | 1/4/2024 |
 Lockheed Martin (LMT) | 0.02% | 0% | 0.47% | 2/2/2023 |
 Ethereum (ETH) | 0.02% | 0% | 0.16% | 11/10/2022 |
 Baidu (BIDU) | 0.02% | 0% | 0.32% | 6/20/2023 |
 BioNTech SE (BNTX) | 0.02% | 0% | 0.55% | 1/2/2024 |
 Persimmon (PSN.L) | 0.02% | 0% | 0.39% | 2/8/2023 |
 Cisco (CSCO) | 0.01% | 0% | 0.24% | 11/14/2022 |
 Comstock Resources (CRK) | 0.01% | 0% | 0.39% | 2/21/2024 |
 iRobot (IRBT) | 0.01% | 0% | 0.32% | 1/4/2022 |
 IHG (IHG) | 0.01% | 0% | 0.32% | 1/4/2022 |
 Archer Aviation (ACHR) | 0% | 0% | 0.16% | 6/11/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Scottish Mortgage (SMT.L) | 26.95% | 33.58% |
| Albemarle (ALB) | 14.86% | 12.31% |
| Boeing (BA) | 8.13% | 9.15% |
| Spirax-Sarco (SPX.L) | 8.95% | 8.89% |
| Sibanye Stillwater (SBSW) | 11.61% | 7.86% |
| Airbus (AIR.PA) | 5.26% | 6.21% |
| FMC (FMC) | 5.83% | 4.74% |
| Rentokil (RTO.L) | 2.63% | 3.19% |
| Microsoft (MSFT) | 2.6% | 2.91% |
| Qualcomm (QCOM) | 2.64% | 2.67% |
| ASML (ASML) | 2.75% | 2.56% |
| Mercedes-Benz (MBG.DE) | 2.55% | 2.56% |
| Ashtead (AHT.L) | 2.48% | 2.34% |
| Croda (CRDA.L) | 2.63% | 2.31% |