Portfolio Diversification
Range
Most Diversified
16 instruments
January 12, 2022
Least Diversified
7 instruments
July 8, 2025
Average
12.9 instruments
Most Consistent Holdings
Top 5
META99.76%
AAPL92.15%
GOOG78.51%
BRK.B73.99%
MSFT73.83%
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 |
|---|---|---|---|---|
| Apple (AAPL) | 10.06% | 0% | 92.15% | 4/9/2025 |
| Meta (META) | 9.05% | 12.85% | 99.76% | - |
| Berkshire Hathaway (BRK.B) | 8.39% | 0% | 73.99% | 10/23/2024 |
 TSMC (TSM) | 7.18% | 13.19% | 72.48% | - |
| Microsoft (MSFT) | 7.02% | 14.58% | 73.83% | - |
 Broadcom (AVGO) | 6.34% | 14.78% | 58.76% | - |
| Alphabet (GOOG) | 4.95% | 0% | 78.51% | 6/23/2025 |
 Barclays (BARC.L) | 4.55% | 0% | 61.38% | 3/15/2024 |
 NVIDIA (NVDA) | 4.29% | 13.58% | 40.21% | - |
 Direct Line Group (DLG.L) | 3.97% | 0% | 32.59% | 3/13/2023 |
 BP (BP.L) | 3.3% | 0% | 60.51% | 11/25/2024 |
 JPMorgan (JPM) | 3.29% | 0% | 57.1% | 1/31/2024 |
 NatWest (NWG.L) | 3.2% | 0% | 39.33% | 3/14/2024 |
 Aviva (AV.L) | 3.01% | 0% | 43.22% | 7/28/2023 |
 TotalEnergies (TTE.PA) | 2.92% | 4.56% | 31.48% | - |
 NetApp (NTAP) | 2.51% | 0% | 50.2% | 3/31/2025 |
 ASML (ASML.NV) | 2.01% | 0% | 34.89% | 10/9/2024 |
 ExxonMobil (XOM) | 1.94% | 6.18% | 17.13% | - |
 Amazon (AMZN) | 1.71% | 0% | 27.52% | 6/16/2025 |
 BT (BT.L) | 1.45% | 0% | 23.31% | 11/8/2022 |
 IDS (IDS.L) | 0.96% | 0% | 21.97% | 10/18/2022 |
 USD/MXN (USDMXN) | 0.96% | 0% | 14.2% | 9/16/2024 |
 eBay (EBAY) | 0.95% | 0% | 20.22% | 9/22/2022 |
 Standard Chartered (STAN.L) | 0.92% | 0% | 26.17% | 12/16/2022 |
 SSE (SSE.L) | 0.86% | 0% | 26.09% | 10/24/2023 |
 Oil (Non Expiry) (OIL) | 0.81% | 13.74% | 12.85% | - |
 Cisco (CSCO) | 0.74% | 0% | 18.4% | 8/24/2022 |
 Northrop Grumman (NOC) | 0.45% | 0% | 16.34% | 7/26/2022 |
 IBM (IBM) | 0.38% | 0% | 9.36% | 5/27/2024 |
 USD/ZAR (USDZAR) | 0.33% | 0% | 8.25% | 9/9/2024 |
 Nordea (NDA_SE.ST) | 0.16% | 0% | 9.99% | 7/28/2022 |
 Polymetal International PLC (POLY.L) | 0.15% | 0% | 5% | 3/4/2022 |
 RELX (RELX) | 0.14% | 0% | 6.58% | 12/16/2022 |
 ASML (ASML) | 0.1% | 0% | 7.69% | 10/17/2024 |
 American Tower (AMT) | 0.09% | 0% | 6.98% | 5/30/2023 |
 Adtalem (ATGE) | 0.08% | 0% | 5.31% | 3/9/2022 |
 TUI AG (TUI.L) | 0.01% | 0% | 5.31% | 3/9/2022 |
 Palantir (PLTR) | 0.01% | 0% | 1.19% | 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% |