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Portfolio Diversification
Range
Most Diversified
18 instruments
February 24, 2026
Least Diversified
0 instruments
February 2, 2025
Average
16 instruments
Most Consistent Holdings
Top 5
JNJ99.31%
BATS.L99.24%
GOOG99.18%
SREN.ZU99.18%
SHEL99.18%
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) | 12.98% | 10% | 99.18% | - |
 BlackRock (BLK) | 8.17% | 6.88% | 99.18% | - |
| BAT (BATS.L) | 7.68% | 10.09% | 99.24% | - |
| Alphabet (GOOG) | 7.2% | 10.62% | 99.18% | - |
 Plus500 (PLUS.L) | 6.49% | 9.8% | 99.18% | - |
 Expedia (EXPE) | 6.08% | 6.51% | 99.12% | - |
 UnitedHealth (UNH) | 5.94% | 1.05% | 99.12% | - |
| Swiss Re (SREN.ZU) | 5.71% | 4.5% | 99.18% | - |
| Johnson & Johnson (JNJ) | 5.13% | 4.89% | 99.31% | - |
 AGNC (AGNC) | 4.57% | 7.76% | 50.54% | - |
 Intel (INTC) | 3.92% | 2.6% | 56.84% | - |
 Glencore (GLEN.L) | 3.34% | 5.83% | 71.2% | - |
 Microsoft (MSFT) | 2.71% | 2.94% | 69.38% | - |
 Schneider Electric (SU.PA) | 2.63% | 2.81% | 93.57% | - |
 Visa (V) | 2.57% | 3.04% | 69.31% | - |
 Oracle (ORCL) | 2% | 0% | 27.85% | 4/12/2023 |
 Ishares Russell 2000 ETF (IWM) | 1.88% | 0% | 38.31% | 9/29/2023 |
 Just Group (JUST.L) | 1.88% | 0% | 43.42% | 12/20/2023 |
 Meta (META) | 1.78% | 0.18% | 32.96% | - |
 Estee Lauder (EL) | 1.7% | 1.93% | 57.97% | - |
 Disney (DIS) | 1.55% | 0% | 29.68% | 5/12/2023 |
 Ford (F) | 1.15% | 0% | 35.73% | 9/29/2023 |
 Bayer (BAYN.DE) | 1.04% | 0% | 16.57% | 10/3/2022 |
 AT&T (T.US) | 0.17% | 0% | 4.98% | 3/21/2022 |
 Citi (C) | 0.06% | 0% | 1.51% | 11/9/2023 |
 Teva (TEVA) | 0.03% | 0.46% | 6.18% | - |
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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