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Portfolio Diversification
Range
Most Diversified
22 instruments
March 4, 2026
Least Diversified
0 instruments
February 1, 2023
Average
14.9 instruments
Most Consistent Holdings
Top 5
SMT.L95.75%
AMZN92.18%
LSEG.L91.67%
MSFT73.21%
DGE.L72.87%
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) | 6.08% | 7.34% | 92.18% | - |
| LSE (LSEG.L) | 5.38% | 5.48% | 91.67% | - |
| Scottish Mortgage (SMT.L) | 4.58% | 4.03% | 95.75% | - |
 iShares NASDAQ 100 UCITS ETF usd (CNDX.L) | 4.19% | 3.58% | 62.33% | - |
 Berkshire Hathaway (BRK.B) | 4.18% | 0% | 59.1% | 11/11/2025 |
| Microsoft (MSFT) | 3.92% | 3.57% | 73.21% | - |
 Alphabet (GOOG) | 3.7% | 2.85% | 63.27% | - |
| Diageo (DGE.L) | 3.39% | 2.73% | 72.87% | - |
 Meta (META) | 3.35% | 5.27% | 58.93% | - |
 Dunelm (DNLM.L) | 3.33% | 3.31% | 60.03% | - |
 A.G. Barr (BAG.L) | 2.82% | 2.17% | 69.9% | - |
 RBI (QSR) | 2.55% | 0% | 53.83% | 3/3/2026 |
 AJ Bell (AJB.L) | 2% | 0% | 46.51% | 3/3/2026 |
 LVMH (MC.PA) | 1.9% | 3.3% | 43.45% | - |
 PepsiCo (PEP) | 1.8% | 0% | 42.69% | 6/18/2025 |
 Tesla (TSLA) | 1.52% | 0% | 31.46% | 3/3/2026 |
 Apple (AAPL) | 1.49% | 0% | 24.4% | 6/3/2024 |
 Hargreaves Lansdown (HL.L) | 1.47% | 0% | 28.66% | 5/17/2024 |
 American Express (AXP) | 1.4% | 4.39% | 26.02% | - |
 Games Workshop (GAW.L) | 1.33% | 0% | 23.72% | 3/11/2025 |
 Raymond James (RJF) | 1.32% | 0% | 23.3% | 2/20/2024 |
 Cranswick (CWK.L) | 1.28% | 2.29% | 29.76% | - |
 Vanguard S&P 500 ETF (VOO) | 1.23% | 0% | 10.8% | 4/10/2024 |
 Mondelez (MDLZ) | 1.21% | 0% | 23.64% | 3/10/2025 |
 Halma (HLMA.L) | 1.18% | 0% | 22.7% | 12/18/2024 |
 Charles Schwab (SCHW) | 1.15% | 0% | 20.15% | 2/20/2024 |
 Ferrari (RACE) | 1.11% | 0% | 21.26% | 3/3/2026 |
 Experian (EXPN.L) | 1.06% | 3.65% | 26.11% | - |
 Novo-Nordisk (NVO) | 0.94% | 3.15% | 26.19% | - |
 Visa (V) | 0.89% | 0% | 18.88% | 3/10/2025 |
 Kraft Heinz (KHC) | 0.8% | 0% | 15.65% | 12/2/2024 |
 Chipotle (CMG) | 0.77% | 2.6% | 26.19% | - |
 Coca-Cola (KO) | 0.63% | 0% | 15.39% | 4/5/2024 |
 Nike (NKE) | 0.51% | 0% | 12.07% | 12/2/2024 |
 Reckitt (RKT.L) | 0.4% | 0% | 15.22% | 12/2/2024 |
 PayPal (PYPL) | 0.28% | 1.61% | 16.58% | - |
 Estee Lauder (EL) | 0.28% | 0% | 5.1% | 7/24/2023 |
 Shake Shack (SHAK) | 0.27% | 0% | 11.9% | 3/3/2026 |
 Weir Group (WEIR.L) | 0.12% | 0% | 5.19% | 10/13/2025 |
 NVIDIA (NVDA) | 0.12% | 2.71% | 4.76% | - |
 MercadoLibre (MELI) | 0.12% | 2.35% | 4.76% | - |
 Intuit (INTU) | 0.11% | 2.16% | 4.76% | - |
 RELX (REL.L) | 0.11% | 2.36% | 4.76% | - |
 AB InBev (ABI.BR) | 0.11% | 2.17% | 4.76% | - |
 Unilever (ULVR.L) | 0.09% | 0% | 3.15% | 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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