Portfolio Diversification
Range
Most Diversified
16 instruments
January 12, 2022
Least Diversified
0 instruments
September 25, 2025
Average
11.8 instruments
Most Consistent Holdings
Top 5
META93.91%
AAPL82.24%
MSFT70.77%
GOOG70.06%
TSM67.16%
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) | 8.98% | 0% | 82.24% | 4/9/2025 |
| Meta (META) | 8.68% | 0% | 93.91% | 9/24/2025 |
 Berkshire Hathaway (BRK.B) | 7.49% | 0% | 66.03% | 10/23/2024 |
| Microsoft (MSFT) | 6.88% | 0% | 70.77% | 9/24/2025 |
| TSMC (TSM) | 6.64% | 0% | 67.16% | 8/21/2025 |
 Broadcom (AVGO) | 6.5% | 0% | 57.32% | 9/24/2025 |
 NVIDIA (NVDA) | 4.66% | 0% | 40.76% | 9/24/2025 |
| Alphabet (GOOG) | 4.42% | 0% | 70.06% | 6/23/2025 |
 Barclays (BARC.L) | 4.06% | 0% | 54.78% | 3/15/2024 |
 Direct Line Group (DLG.L) | 3.55% | 0% | 29.09% | 3/13/2023 |
 BP (BP.L) | 2.95% | 0% | 54% | 11/25/2024 |
 JPMorgan (JPM) | 2.94% | 0% | 50.96% | 1/31/2024 |
 NatWest (NWG.L) | 2.85% | 0% | 35.1% | 3/14/2024 |
 TotalEnergies (TTE.PA) | 2.74% | 0% | 29.87% | 8/15/2025 |
 Aviva (AV.L) | 2.69% | 0% | 38.57% | 7/28/2023 |
 ExxonMobil (XOM) | 2.25% | 0% | 17.62% | 8/21/2025 |
 NetApp (NTAP) | 2.24% | 0% | 44.8% | 3/31/2025 |
 ASML (ASML.NV) | 1.79% | 0% | 31.14% | 10/9/2024 |
 Amazon (AMZN) | 1.52% | 0% | 24.56% | 6/16/2025 |
 BT (BT.L) | 1.3% | 0% | 20.81% | 11/8/2022 |
 Oil (Non Expiry) (OIL) | 1.14% | 0% | 13.87% | 9/8/2025 |
 IDS (IDS.L) | 0.86% | 0% | 19.6% | 10/18/2022 |
 USD/MXN (USDMXN) | 0.86% | 0% | 12.67% | 9/16/2024 |
 eBay (EBAY) | 0.85% | 0% | 18.05% | 9/22/2022 |
 Standard Chartered (STAN.L) | 0.82% | 0% | 23.35% | 12/16/2022 |
 SSE (SSE.L) | 0.76% | 0% | 23.28% | 10/24/2023 |
 Cisco (CSCO) | 0.66% | 0% | 16.42% | 8/24/2022 |
 Northrop Grumman (NOC) | 0.4% | 0% | 14.58% | 7/26/2022 |
 IBM (IBM) | 0.34% | 0% | 8.35% | 5/27/2024 |
 USD/ZAR (USDZAR) | 0.29% | 0% | 7.36% | 9/9/2024 |
 Nordea (NDA_SE.ST) | 0.14% | 0% | 8.92% | 7/28/2022 |
 Polymetal International PLC (POLY.L) | 0.14% | 0% | 4.46% | 3/4/2022 |
 RELX (RELX) | 0.13% | 0% | 5.87% | 12/16/2022 |
 ASML (ASML) | 0.09% | 0% | 6.86% | 10/17/2024 |
 American Tower (AMT) | 0.08% | 0% | 6.23% | 5/30/2023 |
 Adtalem (ATGE) | 0.07% | 0% | 4.74% | 3/9/2022 |
 TUI AG (TUI.L) | 0.01% | 0% | 4.74% | 3/9/2022 |
 Palantir (PLTR) | 0.01% | 0% | 1.06% | 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% |