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Portfolio Diversification
Range
Most Diversified
9 instruments
January 18, 2024
Least Diversified
0 instruments
October 20, 2025
Average
7.1 instruments
Most Consistent Holdings
Top 5
MSFT99.74%
KO99.74%
ULVR.L99.74%
SHEL.L99.74%
IUSA.L99.74%
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.L) | 23.71% | 25.59% | 99.74% | - |
| Microsoft (MSFT) | 21.31% | 20.27% | 99.74% | - |
| Coca-Cola (KO) | 17.85% | 19.15% | 99.74% | - |
| Unilever (ULVR.L) | 15.81% | 12.96% | 99.74% | - |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 12.64% | 15.3% | 99.74% | - |
 Vanguard S&P 500 ETF (VOO) | 6.94% | 5.61% | 99.74% | - |
 Bitcoin (BTC) | 0.92% | 0% | 23.13% | 11/10/2024 |
 Cardano (ADA) | 0.14% | 0% | 18.09% | 10/26/2024 |
 XRP (XRP) | 0.1% | 0% | 65.7% | 11/15/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.07% | 0.63% | 9.04% | - |
 SparkLiang | 0.01% | 0% | 0.45% | 1/7/2022 |
 D-Wave (QBTS) | 0% | 0% | 0.06% | 12/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 21.04% | 24.16% |
| Shell (SHEL.L) | 20% | 21.24% |
| Coca-Cola (KO) | 19.99% | 17.21% |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 15.17% | 15.37% |
| Unilever (ULVR.L) | 20% | 14.93% |
| Vanguard S&P 500 ETF (VOO) | 3.8% | 5.75% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.82% |
Cash & Instruments Over Time
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