Portfolio Diversification
Range
Most Diversified
17 instruments
May 16, 2023
Least Diversified
0 instruments
February 2, 2025
Average
15.9 instruments
Most Consistent Holdings
Top 5
JNJ99.92%
GOOG99.84%
SREN.ZU99.84%
SHEL99.84%
BLK99.84%
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) | 13.94% | 10.28% | 99.84% | - |
| BlackRock (BLK) | 8.22% | 8.83% | 99.84% | - |
 BAT (BATS.L) | 6.9% | 5.65% | 99.84% | - |
| Alphabet (GOOG) | 6.78% | 6.54% | 99.84% | - |
 UnitedHealth (UNH) | 6.59% | 0% | 99.75% | 6/6/2025 |
 Plus500 (PLUS.L) | 5.92% | 9.49% | 99.84% | - |
 Expedia (EXPE) | 5.83% | 0% | 99.75% | 6/6/2025 |
| Swiss Re (SREN.ZU) | 5.72% | 7.15% | 99.84% | - |
| Johnson & Johnson (JNJ) | 5.3% | 4.2% | 99.92% | - |
 Intel (INTC) | 4.9% | 0% | 63.75% | 12/10/2024 |
 AGNC (AGNC) | 3.4% | 6.03% | 36.58% | - |
 Glencore (GLEN.L) | 3.07% | 0% | 63.5% | 6/6/2025 |
 Schneider Electric (SU.PA) | 2.6% | 3.04% | 92.55% | - |
 Oracle (ORCL) | 2.59% | 0% | 36.17% | 4/12/2023 |
 Microsoft (MSFT) | 2.45% | 4.28% | 61.05% | - |
 Ishares Russell 2000 ETF (IWM) | 2.44% | 0% | 49.75% | 9/29/2023 |
 Just Group (JUST.L) | 2.44% | 0% | 56.38% | 12/20/2023 |
 Visa (V) | 2.32% | 4.49% | 61.05% | - |
 Disney (DIS) | 2.01% | 0% | 38.54% | 5/12/2023 |
 Estee Lauder (EL) | 1.53% | 0% | 46.32% | 6/6/2025 |
 Ford (F) | 1.49% | 0% | 46.4% | 9/29/2023 |
 Bayer (BAYN.DE) | 1.35% | 0% | 21.52% | 10/3/2022 |
 Meta (META) | 0.81% | 0% | 14.32% | 6/6/2025 |
 AT&T (T) | 0.22% | 0% | 6.46% | 3/21/2022 |
 Citi (C) | 0.08% | 0% | 1.96% | 11/9/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Shell (SHEL) | 6% | 9.98% |
| BlackRock (BLK) | 5.96% | 9.64% |
| AGNC (AGNC) | 14.71% | 9.56% |
| BAT (BATS.L) | 11.53% | 8.77% |
| Alphabet (GOOG) | 3.45% | 7.5% |
| Plus500 (PLUS.L) | 3.98% | 7.39% |
| Expedia (EXPE) | 3.7% | 7.2% |
| Swiss Re (SREN.ZU) | 6.36% | 6.54% |
| UnitedHealth (UNH) | 3.98% | 5.72% |
| Meta (META) | 8.75% | 5.48% |
| Johnson & Johnson (JNJ) | 5.57% | 4.13% |
| Visa (V) | 4.37% | 4.04% |
| Microsoft (MSFT) | 4.37% | 4.04% |
| Glencore (GLEN.L) | 7.95% | 3.88% |
| Schneider Electric (SU.PA) | 3.18% | 3.28% |
| Estee Lauder (EL) | 5.41% | 2.35% |