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Portfolio Diversification
Range
Most Diversified
38 instruments
April 17, 2026
Least Diversified
0 instruments
April 4, 2026
Average
13.4 instruments
Most Consistent Holdings
Top 5
HDB99.44%
AMZN99.44%
PHP.L99.44%
LMP.L99.21%
DGE.L95.59%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 16.7% | 8.91% | 99.44% | - |
| LondonMetric (LMP.L) | 8.61% | 1.91% | 99.21% | - |
 PayPal (PYPL) | 8.52% | 0% | 90.73% | 3/16/2026 |
| PHP (PHP.L) | 8.19% | 1.84% | 99.44% | - |
| HDFC (HDB) | 8.02% | 1.4% | 99.44% | - |
 Reckitt (RKT.L) | 7.1% | 0% | 95.59% | 4/30/2026 |
 Britvic (BVIC.L) | 6.13% | 0% | 42.15% | 1/10/2025 |
| Diageo (DGE.L) | 5.15% | 0% | 95.59% | 4/30/2026 |
 BAE Systems (BA.L) | 5.05% | 3.21% | 55.37% | - |
 ASML (ASML) | 3.11% | 0% | 53.11% | 5/21/2026 |
 Tritax (BBOX.L) | 3.09% | 1.8% | 55.14% | - |
 AstraZeneca (AZN.L) | 2.76% | 1.91% | 55.25% | - |
 Bristol-Myers Squibb (BMY) | 1.04% | 2.76% | 24.18% | - |
 Alphabet (GOOG) | 0.98% | 5.42% | 23.39% | - |
 ONEOK (OKE) | 0.88% | 0% | 19.21% | 4/20/2026 |
 Meta (META) | 0.86% | 2.28% | 22.82% | - |
 Broadcom (AVGO) | 0.81% | 8.55% | 18.64% | - |
 Albemarle (ALB) | 0.76% | 2.52% | 19.66% | - |
 Healthpeak (DOC) | 0.73% | 2.38% | 22.82% | - |
 Palo Alto Networks (PANW) | 0.73% | 3.85% | 11.75% | - |
 Microsoft (MSFT) | 0.71% | 6.21% | 24.29% | - |
 ConocoPhillips (COP) | 0.69% | 0% | 17.85% | 4/20/2026 |
 Fortinet (FTNT) | 0.68% | 0% | 21.58% | 6/3/2026 |
 Marvell (MRVL) | 0.66% | 0% | 16.72% | 5/21/2026 |
 Devon Energy (DVN) | 0.58% | 2.65% | 16.61% | - |
 Nike (NKE) | 0.54% | 0% | 15.48% | 4/20/2026 |
 NVIDIA (NVDA) | 0.33% | 5.96% | 10.4% | - |
 Stantec Inc (STN) | 0.33% | 2.04% | 11.64% | - |
 Emcor (EME) | 0.29% | 2.84% | 9.38% | - |
 Mondelez (MDLZ) | 0.25% | 1.97% | 11.19% | - |
 BlackRock (BLK) | 0.21% | 2.45% | 7.91% | - |
 Vertex (VRTX) | 0.21% | 1.97% | 9.49% | - |
 CNH Industrial (CNH.US) | 0.19% | 1.8% | 9.38% | - |
 ServiceNow (NOW) | 0.18% | 1.38% | 11.64% | - |
 S&P Global (SPGI) | 0.17% | 1.82% | 8.47% | - |
 LPL Financial (LPLA.US) | 0.15% | 2.21% | 6.21% | - |
 Clorox (CLX) | 0.14% | 2.14% | 6.21% | - |
 Thermo Fisher (TMO) | 0.13% | 2.25% | 5.76% | - |
 Salesforce (CRM) | 0.13% | 2.47% | 5.2% | - |
 Energy Transfer (ET) | 0.07% | 1.05% | 6.44% | - |
 Berkshire Hathaway (BRK.B) | 0.04% | 4.05% | 1.13% | - |
 McCormick (MKC) | 0.03% | 2.37% | 1.13% | - |
 Duke Energy (DUK) | 0.03% | 2.38% | 1.13% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 3.98% | 8.28% |
| BAE Systems (BA.L) | 3.98% | 5.17% |
| ONEOK (OKE) | 4.78% | 4.77% |
| Bristol-Myers Squibb (BMY) | 4.16% | 4.75% |
| Alphabet (GOOG) | 4.62% | 4.75% |
| Meta (META) | 4.78% | 4.63% |
| Broadcom (AVGO) | 4.78% | 4.61% |
| Marvell (MRVL) | 4.76% | 4.34% |
| Nike (NKE) | 4.78% | 4.25% |
| Albemarle (ALB) | 4.22% | 4.19% |
| ASML (ASML) | 3.16% | 4.14% |
| ConocoPhillips (COP) | 4.27% | 4.1% |
| HDFC (HDB) | 3.98% | 4% |
| Reckitt (RKT.L) | 3.98% | 3.78% |
| LondonMetric (LMP.L) | 3.98% | 3.68% |
| PHP (PHP.L) | 4.38% | 3.65% |
| Healthpeak (DOC) | 4.26% | 3.52% |
| Fortinet (FTNT) | 3.97% | 3.5% |
| AstraZeneca (AZN.L) | 3.04% | 3.47% |
| Tritax (BBOX.L) | 3.5% | 3.46% |
| Microsoft (MSFT) | 3.98% | 3.25% |
| PayPal (PYPL) | 3.98% | 3.2% |
| Diageo (DGE.L) | 3.98% | 1.41% |
Cash & Instruments Over Time
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