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Portfolio Diversification
Range
Most Diversified
9 instruments
January 18, 2024
Least Diversified
0 instruments
October 20, 2025
Average
7.2 instruments
Most Consistent Holdings
Top 5
MSFT99.36%
KO99.36%
ULVR.L99.36%
SHEL.L99.36%
IUSA.L99.36%
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) | 23.62% | 25.07% | 99.36% | - |
| Microsoft (MSFT) | 21.11% | 21.01% | 99.36% | - |
| Coca-Cola (KO) | 17.94% | 19.99% | 99.36% | - |
| Unilever (ULVR.L) | 15.52% | 13.73% | 99.36% | - |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 12.83% | 13.72% | 99.36% | - |
 Vanguard S&P 500 ETF (VOO) | 6.75% | 4.78% | 99.36% | - |
 Bitcoin (BTC) | 0.83% | 0% | 20.77% | 11/10/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.14% | 0.74% | 17.81% | - |
 Cardano (ADA) | 0.13% | 0% | 16.24% | 10/26/2024 |
 XRP (XRP) | 0.09% | 0% | 58.99% | 11/15/2024 |
 Space Exploration Technologies Corp (SPCX) | 0.03% | 0.31% | 7.37% | - |
 SparkLiang | 0.01% | 0% | 0.41% | 1/7/2022 |
| 0% | 0% | 0.46% | 7/9/2026 | |
 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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