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Portfolio Diversification
Range
Most Diversified
28 instruments
December 7, 2024
Least Diversified
0 instruments
April 4, 2026
Average
16.2 instruments
Most Consistent Holdings
Top 5
META98.56%
GOOG97.72%
JPM97.36%
MSFT97.12%
SPGI96.39%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 24, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 12.07% | 14.02% | 97.72% | - |
 Amazon (AMZN) | 12% | 14.8% | 82.21% | - |
| S&P Global (SPGI) | 8.62% | 7.06% | 96.39% | - |
| Microsoft (MSFT) | 7.38% | 4.47% | 97.12% | - |
| Meta (META) | 7.23% | 6.96% | 98.56% | - |
 NVIDIA (NVDA) | 6.34% | 4.19% | 94.47% | - |
| JPMorgan (JPM) | 6.22% | 3.5% | 97.36% | - |
 Visa (V) | 4.49% | 5.1% | 83.41% | - |
 AMD (AMD) | 4.37% | 10.08% | 80.65% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 4.23% | 2.69% | 94.35% | - |
 iShares Core S&P 500 UCITS ETF (CSP1.L) | 4.16% | 2.68% | 94.71% | - |
 Walmart (WMT) | 3.55% | 1.07% | 89.78% | - |
 Apple (AAPL) | 2.91% | 0% | 47.24% | 4/8/2025 |
 Uber (UBER) | 2.84% | 3.43% | 64.9% | - |
 Eli Lilly (LLY) | 1.74% | 0% | 33.41% | 4/28/2025 |
 Salesforce (CRM) | 1.57% | 0% | 69.35% | 2/3/2026 |
 UnitedHealth (UNH) | 1.28% | 3.24% | 53.73% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.96% | 0% | 2.4% | 4/3/2024 |
 Mastercard (MA) | 0.84% | 3.41% | 37.5% | - |
 ServiceNow (NOW) | 0.83% | 0% | 23.2% | 3/25/2025 |
 Tesla (TSLA) | 0.61% | 0% | 10.34% | 7/11/2024 |
 Bitcoin (BTC) | 0.6% | 0% | 25.36% | 3/27/2025 |
 McDonald's (MCD) | 0.46% | 0% | 6.97% | 6/26/2024 |
 Alibaba (BABA) | 0.3% | 0% | 19.11% | 12/18/2024 |
 Netflix (NFLX) | 0.26% | 1.41% | 15.38% | - |
 Ethereum (ETH) | 0.22% | 0% | 14.06% | 3/27/2025 |
 Toyota (TM) | 0.19% | 0% | 13.34% | 12/9/2024 |
 ASML (ASML.NV) | 0.15% | 0% | 14.42% | 3/25/2025 |
 Coca-Cola (KO) | 0.11% | 0% | 10.1% | 2/3/2025 |
 Vanguard S&P 500 ETF (VOO) | 0.09% | 0% | 0.36% | 3/4/2024 |
 Nike (NKE) | 0.09% | 0% | 17.31% | 3/14/2025 |
 Intuit (INTU) | 0.07% | 0% | 2.64% | 3/14/2025 |
 Victoria's Secret (VSCO) | 0.04% | 0% | 0.48% | 3/11/2024 |
 Dogecoin (DOGE) | 0.03% | 0% | 0.36% | 3/18/2024 |
 American Express (AXP) | 0.02% | 0% | 0.36% | 3/4/2024 |
 Spyre (SYRE) | 0.01% | 0% | 1.08% | 6/26/2024 |
 ExxonMobil (XOM) | 0.01% | 0% | 10.46% | 1/16/2025 |
 Shiba (in millions) (SHIBxM) | 0.01% | 0% | 0.12% | 3/17/2024 |
 CNR (CNI) | 0.01% | 0% | 9.25% | 1/13/2025 |
 Ferrari (RACE) | 0.01% | 0% | 5.29% | 1/15/2025 |
 Berkshire Hathaway (BRK.B) | 0% | 0% | 4.81% | 1/15/2025 |
 Goldman Sachs (GS) | 0% | 0% | 4.57% | 1/13/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 19.69% | 18.08% |
| Alphabet (GOOG) | 11.05% | 16.14% |
| S&P Global (SPGI) | 12.09% | 10.1% |
| Meta (META) | 6.57% | 6.41% |
| Microsoft (MSFT) | 6.91% | 6.24% |
| Visa (V) | 6.91% | 6% |
| AMD (AMD) | 4.14% | 5.05% |
| NVIDIA (NVDA) | 4.14% | 4.95% |
| JPMorgan (JPM) | 3.45% | 4.37% |
| Uber (UBER) | 4.84% | 4.3% |
| Walmart (WMT) | 4.14% | 4.23% |
| UnitedHealth (UNH) | 3.45% | 2.91% |
| Mastercard (MA) | 3.45% | 2.87% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 2.76% | 2.68% |
| iShares Core S&P 500 UCITS ETF (CSP1.L) | 2.76% | 2.65% |
| Salesforce (CRM) | 3.11% | 2.37% |
Cash & Instruments Over Time
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