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Portfolio Diversification
Range
Most Diversified
23 instruments
May 19, 2026
Least Diversified
0 instruments
February 1, 2023
Average
15.5 instruments
Most Consistent Holdings
Top 5
AMZN92.75%
LSEG.L92.38%
SMT.L87.28%
DGE.L75.96%
BAG.L73.37%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 1, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 6.05% | 4.96% | 92.75% | - |
| LSE (LSEG.L) | 5.34% | 6.36% | 92.38% | - |
| Scottish Mortgage (SMT.L) | 4.15% | 0% | 87.28% | 6/26/2026 |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 3.8% | 0% | 58.28% | 6/26/2026 |
 Alphabet (GOOG) | 3.79% | 3.25% | 67.68% | - |
 Microsoft (MSFT) | 3.74% | 0% | 70.56% | 8/4/2026 |
 Berkshire Hathaway (BRK.B) | 3.63% | 0% | 51.41% | 11/11/2025 |
 Meta (META) | 3.57% | 5.22% | 63.83% | - |
 Dunelm (DNLM.L) | 3.45% | 5.98% | 64.72% | - |
| Diageo (DGE.L) | 3.32% | 3.25% | 75.96% | - |
| A.G. Barr (BAG.L) | 2.71% | 1.89% | 73.37% | - |
 RBI (QSR) | 2.22% | 0% | 46.82% | 3/3/2026 |
 LVMH (MC.PA) | 2.08% | 2.74% | 50.37% | - |
 PepsiCo (PEP) | 1.77% | 3.27% | 43.49% | - |
 AJ Bell (AJB.L) | 1.74% | 0% | 40.46% | 3/3/2026 |
 Experian (EXPN.L) | 1.5% | 5.84% | 35.28% | - |
 Cranswick (CWK.L) | 1.4% | 2.17% | 38.54% | - |
 Tesla (TSLA) | 1.32% | 0% | 27.37% | 3/3/2026 |
 American Express (AXP) | 1.32% | 0% | 24.93% | 6/1/2026 |
 Apple (AAPL) | 1.3% | 0% | 21.23% | 6/3/2024 |
 Hargreaves Lansdown (HL.L) | 1.28% | 0% | 24.93% | 5/17/2024 |
 Novo-Nordisk (NVO) | 1.25% | 2.95% | 35.43% | - |
 Games Workshop (GAW.L) | 1.15% | 0% | 20.64% | 3/11/2025 |
 Raymond James (RJF) | 1.15% | 0% | 20.27% | 2/20/2024 |
 Vanguard S&P 500 ETF (VOO) | 1.07% | 0% | 9.39% | 4/10/2024 |
 Mondelez (MDLZ) | 1.05% | 0% | 20.56% | 3/10/2025 |
 Halma (HLMA.L) | 1.03% | 0% | 19.75% | 12/18/2024 |
 Charles Schwab (SCHW) | 1% | 0% | 17.53% | 2/20/2024 |
 Ferrari (RACE) | 0.96% | 0% | 18.49% | 3/3/2026 |
 Visa (V) | 0.78% | 0% | 16.42% | 3/10/2025 |
 Chipotle (CMG) | 0.73% | 0% | 25.07% | 6/1/2026 |
 Kraft Heinz (KHC) | 0.69% | 0% | 13.61% | 12/2/2024 |
 MercadoLibre (MELI) | 0.64% | 4.61% | 16.64% | - |
 Coca-Cola (KO) | 0.55% | 0% | 13.39% | 4/5/2024 |
 PayPal (PYPL) | 0.49% | 2.92% | 27% | - |
 NVIDIA (NVDA) | 0.47% | 0% | 10.95% | 8/4/2026 |
 Nike (NKE) | 0.44% | 0% | 10.5% | 12/2/2024 |
 Salesforce (CRM) | 0.43% | 4.6% | 11.32% | - |
 Intuit (INTU) | 0.43% | 3.79% | 16.72% | - |
 AB InBev (ABI.BR) | 0.39% | 2.5% | 16.72% | - |
 Reckitt (RKT.L) | 0.35% | 0% | 13.24% | 12/2/2024 |
 RELX (REL.L) | 0.33% | 3.67% | 12.13% | - |
 Oracle (ORCL) | 0.25% | 3.43% | 6.36% | - |
 Estee Lauder (EL) | 0.24% | 0% | 4.44% | 7/24/2023 |
 Shake Shack (SHAK) | 0.23% | 0% | 10.36% | 3/3/2026 |
 Nestle (NESN.ZU) | 0.12% | 2.3% | 5.7% | - |
 Weir Group (WEIR.L) | 0.1% | 0% | 4.51% | 10/13/2025 |
 Unilever (ULVR.L) | 0.08% | 0% | 2.74% | 4/8/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 5.61% | 6.03% |
| Meta (META) | 4.93% | 5.39% |
| American Express (AXP) | 4.16% | 5.01% |
| LSE (LSEG.L) | 5.61% | 4.87% |
| Dunelm (DNLM.L) | 5.05% | 4.86% |
| LVMH (MC.PA) | 4.49% | 4.79% |
| Alphabet (GOOG) | 2.64% | 4.73% |
| Ferrari (RACE) | 5.61% | 4.5% |
| Experian (EXPN.L) | 5.05% | 4.45% |
| RBI (QSR) | 4.49% | 4.31% |
| Microsoft (MSFT) | 3.93% | 3.94% |
| Novo-Nordisk (NVO) | 5.05% | 3.84% |
| AJ Bell (AJB.L) | 3.93% | 3.48% |
| iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 2.24% | 3.24% |
| Scottish Mortgage (SMT.L) | 2.24% | 3.24% |
| Diageo (DGE.L) | 3.36% | 2.93% |
| Chipotle (CMG) | 3.93% | 2.72% |
| Tesla (TSLA) | 2.24% | 2.46% |
| A.G. Barr (BAG.L) | 2.24% | 2.05% |
| Shake Shack (SHAK) | 2.24% | 1.99% |
| PayPal (PYPL) | 2.24% | 1.8% |
Cash & Instruments Over Time
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