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Portfolio Diversification
Range
Most Diversified
18 instruments
February 24, 2026
Least Diversified
0 instruments
February 2, 2025
Average
15.9 instruments
Most Consistent Holdings
Top 5
JNJ99.6%
GOOG99.53%
SREN.ZU99.53%
SHEL99.53%
BLK99.53%
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 |
|---|---|---|---|---|
| Shell (SHEL) | 13.15% | 10.93% | 99.53% | - |
| BlackRock (BLK) | 8.26% | 6.91% | 99.53% | - |
 BAT (BATS.L) | 7.56% | 10.62% | 99.53% | - |
| Alphabet (GOOG) | 7.07% | 9.43% | 99.53% | - |
 Plus500 (PLUS.L) | 6.35% | 9.31% | 99.53% | - |
 UnitedHealth (UNH) | 6.08% | 3.3% | 99.47% | - |
 Expedia (EXPE) | 6.07% | 6.83% | 99.47% | - |
| Swiss Re (SREN.ZU) | 5.77% | 5.26% | 99.53% | - |
| Johnson & Johnson (JNJ) | 5.15% | 5.43% | 99.6% | - |
 AGNC (AGNC) | 4.39% | 8.68% | 48% | - |
 Intel (INTC) | 4.03% | 1.33% | 54.73% | - |
 Glencore (GLEN.L) | 3.23% | 5.47% | 69.93% | - |
 Microsoft (MSFT) | 2.71% | 3.02% | 67.93% | - |
 Schneider Electric (SU.PA) | 2.63% | 2.84% | 93.6% | - |
 Visa (V) | 2.56% | 3.07% | 67.93% | - |
 Oracle (ORCL) | 2.11% | 0% | 29.47% | 4/12/2023 |
 Ishares Russell 2000 ETF (IWM) | 1.99% | 0% | 40.53% | 9/29/2023 |
 Just Group (JUST.L) | 1.99% | 0% | 45.93% | 12/20/2023 |
 Estee Lauder (EL) | 1.7% | 2.22% | 55.93% | - |
 Meta (META) | 1.64% | 4.75% | 29.53% | - |
 Disney (DIS) | 1.64% | 0% | 31.4% | 5/12/2023 |
 Ford (F) | 1.22% | 0% | 37.8% | 9/29/2023 |
 Bayer (BAYN.DE) | 1.1% | 0% | 17.53% | 10/3/2022 |
 AT&T (T) | 0.18% | 0% | 5.27% | 3/21/2022 |
 Citi (C) | 0.07% | 0% | 1.6% | 11/9/2023 |
 Teva (TEVA) | 0.01% | 0.44% | 1.13% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| BAT (BATS.L) | 10.97% | 10.36% |
| Alphabet (GOOG) | 3.28% | 9.78% |
| Shell (SHEL) | 5.71% | 9.24% |
| AGNC (AGNC) | 14% | 8.8% |
| Expedia (EXPE) | 3.52% | 8.65% |
| Plus500 (PLUS.L) | 3.78% | 8.29% |
| BlackRock (BLK) | 5.68% | 7.95% |
| Swiss Re (SREN.ZU) | 6.05% | 5.51% |
| Meta (META) | 8.32% | 4.88% |
| Johnson & Johnson (JNJ) | 5.3% | 4.67% |
| Glencore (GLEN.L) | 8.51% | 4.25% |
| UnitedHealth (UNH) | 6.05% | 3.88% |
| Microsoft (MSFT) | 4.16% | 3.66% |
| Visa (V) | 4.16% | 3.55% |
| Schneider Electric (SU.PA) | 3.03% | 2.64% |
| Estee Lauder (EL) | 5.15% | 2.6% |
Cash & Instruments Over Time
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