Portfolio Diversification
Range
Most Diversified
16 instruments
January 12, 2022
Least Diversified
9 instruments
April 10, 2025
Average
13.2 instruments
Most Consistent Holdings
Top 5
META99.75%
AAPL98.31%
GOOG79.1%
BRK.B78.93%
MSFT72.08%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 10.74% | 0% | 98.31% | 4/9/2025 |
| Berkshire Hathaway (BRK.B) | 8.95% | 0% | 78.93% | 10/23/2024 |
| Meta (META) | 8.89% | 11.09% | 99.75% | - |
 TSMC (TSM) | 6.98% | 9.67% | 70.64% | - |
| Microsoft (MSFT) | 6.78% | 7.54% | 72.08% | - |
 Broadcom (AVGO) | 5.99% | 9.98% | 56.01% | - |
| Alphabet (GOOG) | 5.03% | 7.8% | 79.1% | - |
 Barclays (BARC.L) | 4.86% | 0% | 65.48% | 3/15/2024 |
 Direct Line Group (DLG.L) | 4.24% | 0% | 34.77% | 3/13/2023 |
 NVIDIA (NVDA) | 3.77% | 14.08% | 36.21% | - |
 BP (BP.L) | 3.52% | 0% | 64.55% | 11/25/2024 |
 JPMorgan (JPM) | 3.51% | 0% | 60.91% | 1/31/2024 |
 NatWest (NWG.L) | 3.41% | 0% | 41.96% | 3/14/2024 |
 Aviva (AV.L) | 3.21% | 0% | 46.11% | 7/28/2023 |
 NetApp (NTAP) | 2.68% | 0% | 53.55% | 3/31/2025 |
 TotalEnergies (TTE.PA) | 2.25% | 21.53% | 26.9% | - |
 ASML (ASML.NV) | 2.14% | 0% | 37.23% | 10/9/2024 |
 Amazon (AMZN) | 1.59% | 5.83% | 25.3% | - |
 BT (BT.L) | 1.55% | 0% | 24.87% | 11/8/2022 |
 IDS (IDS.L) | 1.03% | 0% | 23.43% | 10/18/2022 |
 USD/MXN (USDMXN) | 1.03% | 0% | 15.14% | 9/16/2024 |
 eBay (EBAY) | 1.01% | 0% | 21.57% | 9/22/2022 |
 Standard Chartered (STAN.L) | 0.98% | 0% | 27.92% | 12/16/2022 |
 ExxonMobil (XOM) | 0.97% | 11.8% | 11.59% | - |
 SSE (SSE.L) | 0.91% | 0% | 27.83% | 10/24/2023 |
 Cisco (CSCO) | 0.79% | 0% | 19.63% | 8/24/2022 |
 Oil (Non Expiry) (OIL) | 0.55% | 0% | 10.07% | 3/20/2025 |
 Northrop Grumman (NOC) | 0.48% | 0% | 17.43% | 7/26/2022 |
 IBM (IBM) | 0.41% | 0% | 9.98% | 5/27/2024 |
 USD/ZAR (USDZAR) | 0.35% | 0% | 8.8% | 9/9/2024 |
 Nordea (NDA_SE.ST) | 0.17% | 0% | 10.66% | 7/28/2022 |
 Polymetal International PLC (POLY.L) | 0.16% | 0% | 5.33% | 3/4/2022 |
 RELX (RELX) | 0.15% | 0% | 7.02% | 12/16/2022 |
 ASML (ASML) | 0.1% | 0% | 8.21% | 10/17/2024 |
 American Tower (AMT) | 0.1% | 0% | 7.45% | 5/30/2023 |
 Adtalem (ATGE) | 0.08% | 0% | 5.67% | 3/9/2022 |
 TUI AG (TUI.L) | 0.01% | 0% | 5.67% | 3/9/2022 |
 Palantir (PLTR) | 0.01% | 0% | 1.27% | 8/17/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| TotalEnergies (TTE.PA) | 17.47% | 12.37% |
| Broadcom (AVGO) | 7.09% | 11.53% |
| Meta (META) | 7.65% | 10.93% |
| Microsoft (MSFT) | 11.6% | 10.59% |
| NVIDIA (NVDA) | 10.36% | 10.54% |
| TSMC (TSM) | 9.88% | 10.51% |
| Alphabet (GOOG) | 6.94% | 8.01% |
| Apple (AAPL) | 6.05% | 7.18% |
| Amazon (AMZN) | 7.77% | 6.89% |
| NetApp (NTAP) | 7.26% | 5.93% |
| ExxonMobil (XOM) | 7.94% | 5.65% |