Portfolio Diversification
Range
Most Diversified
9 instruments
January 18, 2024
Least Diversified
6 instruments
November 16, 2024
Average
7.4 instruments
Most Consistent Holdings
Top 5
MSFT100%
KO100%
ULVR.L100%
SHEL.L100%
IUSA.L100%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Shell (SHEL.L) | 24.27% | 21.41% | 100% | - |
| Microsoft (MSFT) | 20.79% | 21.71% | 100% | - |
| Coca-Cola (KO) | 17.96% | 19.32% | 100% | - |
| Unilever (ULVR.L) | 15.97% | 17.64% | 100% | - |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 12.09% | 13.76% | 100% | - |
 Vanguard S&P 500 ETF (VOO) | 7.34% | 5.6% | 100% | - |
 Bitcoin (BTC) | 1.2% | 0% | 30.29% | 11/10/2024 |
 Cardano (ADA) | 0.18% | 0% | 23.69% | 10/26/2024 |
 XRP (XRP) | 0.13% | 0% | 86.04% | 11/15/2024 |
 SparkLiang | 0.01% | 0% | 0.59% | 1/7/2022 |
 D-Wave (QBTS) | 0% | 0% | 0.08% | 12/17/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Microsoft (MSFT) | 20.14% | 23.25% |
| Shell (SHEL.L) | 20.14% | 21.25% |
| Unilever (ULVR.L) | 19.9% | 16.84% |
| Coca-Cola (KO) | 19.9% | 16.81% |
| iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 15.36% | 15.69% |
| Vanguard S&P 500 ETF (VOO) | 4.56% | 6.33% |