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Portfolio Diversification
Range
Most Diversified
14 instruments
May 14, 2025
Least Diversified
0 instruments
April 4, 2026
Average
10.7 instruments
Most Consistent Holdings
Top 5
PETS.L99.41%
ABNB99.41%
WMT98.63%
VOO95.9%
MO76.86%
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 |
|---|---|---|---|---|
| Walmart (WMT) | 19.97% | 0% | 98.63% | 10/15/2026 |
| Vanguard S&P 500 ETF (VOO) | 13.97% | 19.32% | 95.9% | - |
 SAP (SAP.DE) | 10.32% | 0% | 75.68% | 2/16/2026 |
 Invesco QQQ (QQQ) | 8.34% | 20.21% | 58.89% | - |
| Pets at Home (PETS.L) | 7.78% | 1.76% | 99.41% | - |
 Equifax (EFX) | 6.13% | 0% | 64.26% | 10/22/2025 |
| Altria (MO) | 4.71% | 7.58% | 76.86% | - |
 BAT (BATS.L) | 4.27% | 11.66% | 50.98% | - |
| Airbnb (ABNB) | 4.05% | 1.29% | 99.41% | - |
 FedEx (FDX) | 3.98% | 0% | 22.56% | 8/20/2024 |
 HSBC (HSBA.L) | 3.43% | 9.17% | 50.98% | - |
 Shell (SHEL.L) | 2.73% | 11.48% | 50.98% | - |
 Colgate (CL) | 2.71% | 0% | 53.22% | 7/1/2025 |
 Verizon (VZ) | 1.46% | 0% | 34.57% | 7/1/2025 |
 Kimberly-Clark (KMB) | 1.27% | 0% | 40.53% | 2/21/2025 |
 3M (MMM) | 1.26% | 0% | 25.78% | 5/12/2025 |
 ExxonMobil (XOM) | 1.23% | 0% | 31.64% | 7/11/2025 |
 Manchester United (MANU) | 0.72% | 0% | 18.65% | 7/11/2024 |
 iShares Core S&P 500 UCITS ETF (CSPX.L) | 0.66% | 17.63% | 10.74% | - |
 Visa (V) | 0.12% | 0% | 6.25% | 8/20/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Walmart (WMT) | 12.94% | 23.92% |
| Vanguard S&P 500 ETF (VOO) | 16.98% | 16.71% |
| Invesco QQQ (QQQ) | 13.84% | 12.87% |
| SAP (SAP.DE) | 9.02% | 11.71% |
| BAT (BATS.L) | 9.23% | 9.13% |
| HSBC (HSBA.L) | 6.53% | 6.79% |
| Altria (MO) | 7.78% | 6.69% |
| Pets at Home (PETS.L) | 13.92% | 5.43% |
| Airbnb (ABNB) | 6.36% | 3.62% |
| Shell (SHEL.L) | 3.37% | 2.96% |
Cash & Instruments Over Time
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