Portfolio Diversification
Range
Most Diversified
45 instruments
August 9, 2024
Least Diversified
0 instruments
February 2, 2025
Average
29.4 instruments
Most Consistent Holdings
Top 5
AMZN99.82%
BATS.L90.61%
AAPL89.07%
MBG.DE84.55%
KO78.14%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since April 26, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 6.96% | 4.51% | 99.82% | - |
 Starbucks (SBUX) | 4.89% | 0% | 29.09% | 5/6/2025 |
| Apple (AAPL) | 4.2% | 2.82% | 89.07% | - |
 Tesco (TSCO.L) | 3.97% | 0% | 57% | 2/22/2024 |
| BAT (BATS.L) | 3.79% | 2.27% | 90.61% | - |
 Vanguard S&P 500 ETF (VOO) | 3.2% | 7.1% | 57.09% | - |
| Mercedes-Benz (MBG.DE) | 3% | 2.46% | 84.55% | - |
 General Dynamics (GD) | 2.41% | 2.19% | 76.69% | - |
| Coca-Cola (KO) | 2.33% | 2.85% | 78.14% | - |
 iClick (AMBR) | 2.24% | 0% | 38.03% | 8/23/2023 |
 Johnson & Johnson (JNJ) | 2.12% | 2.24% | 65.31% | - |
 Verisign (VRSN) | 2.11% | 0% | 34.69% | 6/12/2023 |
 Barclays (BARC.L) | 2.07% | 3.9% | 63.6% | - |
 Bitcoin (BTC) | 2% | 0% | 32.07% | 5/10/2023 |
 Berkshire Hathaway (BRK.B) | 1.99% | 4.43% | 47.79% | - |
 Legal & General (LGEN.L) | 1.97% | 2.71% | 66.49% | - |
 Global X SuperDividend ETF (SDIV) | 1.9% | 5.57% | 42.37% | - |
 Temple Bar (TMPL.L) | 1.88% | 4.64% | 52.85% | - |
 Lloyd's (LLOY.L) | 1.86% | 3.08% | 68.56% | - |
 UniCredit (UCG.MI) | 1.8% | 4% | 65.49% | - |
 Vanguard FTSE Europe ETF (VGK) | 1.64% | 2.64% | 53.75% | - |
 Rivian (RIVN) | 1.6% | 0% | 43.9% | 12/22/2023 |
 Imperial Brands (IMB.L) | 1.51% | 2.81% | 58.99% | - |
 iShares Core MSCI World UCITS ETF (SWDA.L) | 1.43% | 2.88% | 51.94% | - |
 Alibaba (BABA) | 1.32% | 0% | 30.89% | 1/18/2024 |
 Vodafone (VOD) | 1.3% | 0% | 49.59% | 11/22/2024 |
 iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 1.29% | 2.81% | 47.97% | - |
 KraneShares Global Carbon ETF (KRBN) | 1.16% | 0% | 43.9% | 12/22/2023 |
 Glencore (GLEN.L) | 1.15% | 0% | 50.23% | 1/6/2025 |
 Build and Build (BNB) | 1.14% | 0% | 9.21% | 8/7/2022 |
 PIMCO Enhanced Short Maturity (MINT) | 1.12% | 4.23% | 28.36% | - |
 American Express (AXP) | 1.03% | 0% | 18.07% | 6/14/2023 |
 Tesla (TSLA) | 1.03% | 0% | 53.57% | 2/26/2025 |
 Pfizer (PFE) | 0.99% | 1.32% | 58.63% | - |
 PayPal (PYPL) | 0.93% | 0% | 26.2% | 2/29/2024 |
 Affirm (AFRM) | 0.88% | 0% | 23.76% | 6/7/2023 |
 iShares China Large-Cap ETF (FXI) | 0.84% | 0% | 24.39% | 10/17/2024 |
 Colgate (CL) | 0.77% | 0% | 12.2% | 6/16/2023 |
 M&G (MNG.L) | 0.75% | 2.81% | 38.12% | - |
 Endeavour Mining (EDV.L) | 0.74% | 0% | 28.91% | 12/20/2024 |
 Fidelity National Financial (FNF) | 0.72% | 0% | 18.7% | 12/27/2023 |
 Western Union (WU) | 0.71% | 0% | 14.36% | 4/27/2023 |
 Vanguard Total International Bond ETF (BNDX) | 0.71% | 2.25% | 27.82% | - |
 Vanguard Short-Term Treasury Index Fund (VGSH) | 0.68% | 2.3% | 27.82% | - |
 iShares MSCI India ETF (INDA) | 0.66% | 0% | 29.72% | 1/6/2025 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.63% | 0% | 20.14% | 6/4/2024 |
 Smith & Nephew (SN.L) | 0.6% | 0% | 25.56% | 10/14/2024 |
 Kingfisher (KGF.L) | 0.57% | 0% | 26.38% | 12/20/2024 |
 Meta (META) | 0.54% | 0% | 15.63% | 2/2/2024 |
 iShares Core S&P Small-Cap ETF (IJR) | 0.52% | 2.09% | 27.82% | - |
 Mercantile (MRC.L) | 0.51% | 0% | 20.14% | 2/14/2025 |
 Ford (F) | 0.51% | 0% | 20.96% | 1/23/2024 |
 Vanguard Real Estate ETF (VNQ) | 0.51% | 1.71% | 29.36% | - |
 Crocs (CROX) | 0.47% | 0% | 10.84% | 6/7/2023 |
 Goldman Sachs (GS) | 0.44% | 0% | 19.24% | 11/30/2023 |
 HarbourVest (HVPE.L) | 0.41% | 2.03% | 21.23% | - |
 Chevron (CVX) | 0.4% | 0% | 14.54% | 9/18/2023 |
 Beazley (BEZ.L) | 0.39% | 0% | 14.18% | 1/8/2024 |
 SolarEdge (SEDG) | 0.39% | 0% | 20.87% | 12/22/2023 |
 Pershing Square (PSH.L) | 0.39% | 0% | 18.34% | 7/26/2024 |
 IQVIA (IQV) | 0.39% | 0% | 16.44% | 11/3/2023 |
 Levi's (LEVI) | 0.38% | 0% | 17.98% | 10/27/2023 |
 Teck (TECK) | 0.38% | 0% | 19.51% | 1/26/2024 |
 AMD (AMD) | 0.38% | 0% | 21.77% | 10/21/2024 |
 Schroder AsiaPacific Fund (SDP.L) | 0.36% | 0% | 20.69% | 2/17/2025 |
 Uber (UBER) | 0.35% | 0% | 13.37% | 2/24/2025 |
 ConocoPhillips (COP) | 0.35% | 0% | 8.76% | 9/7/2023 |
 RELX (REL.L) | 0.35% | 0% | 16.08% | 7/1/2024 |
 Mastercard (MA) | 0.35% | 0% | 11.83% | 8/9/2023 |
 Renewables Infrastructure Group (TRIG.L) | 0.32% | 0% | 21.77% | 1/22/2025 |
 VanEck Vectors Semiconductor ETF (SMH) | 0.31% | 1.74% | 20.6% | - |
 MetLife (MET) | 0.29% | 0% | 11.92% | 10/26/2023 |
 Plug Power (PLUG) | 0.28% | 0% | 7.32% | 7/21/2023 |
 PUMA (PUM.DE) | 0.26% | 0% | 12.1% | 5/17/2024 |
 Alphabet (GOOG) | 0.22% | 0% | 4.97% | 5/25/2023 |
 Fevertree (FEVR.L) | 0.21% | 1.74% | 15.18% | - |
 Sunnova (NOVA) | 0.21% | 0% | 13.55% | 12/22/2023 |
 Diageo (DGE.L) | 0.19% | 1.17% | 15.18% | - |
 Vale (VALE) | 0.18% | 0% | 18.25% | 1/13/2025 |
 Aviva (AV.L) | 0.18% | 0% | 9.76% | 7/15/2024 |
 SPDR Gold MiniShares Trust (GLDM) | 0.16% | 1.91% | 9.85% | - |
 Realty Income (O) | 0.15% | 1.71% | 9.3% | - |
 Qualcomm (QCOM) | 0.14% | 0% | 7.41% | 7/18/2023 |
 Corteva (CTVA) | 0.14% | 0% | 6.41% | 11/3/2023 |
 Sony (SONY) | 0.14% | 0% | 7.77% | 7/26/2023 |
 Visa (V) | 0.13% | 1.59% | 9.85% | - |
 Lucid (LCID) | 0.13% | 0% | 3.07% | 4/11/2023 |
 NVIDIA (NVDA) | 0.12% | 0% | 19.51% | 3/7/2025 |
 iShares Russell 2000 Value ETF (IWN) | 0.12% | 0% | 7.05% | 10/11/2024 |
 Ishares MSCI JAPAN ETF (EWJ) | 0.12% | 0% | 8.22% | 10/15/2024 |
 Rolls-Royce (RR.L) | 0.11% | 0% | 5.15% | 7/26/2023 |
 TotalEnergies (TTE.PA) | 0.11% | 1.16% | 9.94% | - |
 Vanguard Health Care ETF (VHT) | 0.1% | 0% | 10.3% | 2/13/2025 |
 Daimler Truck (DTG.DE) | 0.09% | 0% | 7.32% | 8/22/2023 |
 Arbitrum (ARB) | 0.09% | 0% | 5.06% | 6/26/2023 |
 Sunrun (RUN) | 0.09% | 0% | 5.06% | 11/14/2023 |
 WisdomTree Artificial Intelligence UCITS ETF (WTI2.DE) | 0.08% | 0% | 9.94% | 7/29/2024 |
 Pearson (PSON.L) | 0.08% | 1.17% | 9.94% | - |
 Block Inc. (XYZ) | 0.08% | 0% | 2.89% | 6/2/2023 |
 Disney (DIS) | 0.07% | 0% | 3.25% | 6/16/2023 |
 Silvercrest Metals (SILV) | 0.07% | 0% | 4.34% | 9/3/2024 |
 GigaCloud (GCT) | 0.07% | 0% | 4.52% | 9/3/2024 |
 Global X Lithium & Battery Tech ETF (LIT) | 0.06% | 0% | 4.43% | 9/11/2023 |
 MercadoLibre (MELI) | 0.05% | 0% | 5.06% | 1/2/2025 |
 Vanguard Total Bond Market ETF (BND) | 0.05% | 0.74% | 7.23% | - |
 IAG (IAG.L) | 0.05% | 0% | 4.79% | 7/29/2024 |
 Apellis (APLS) | 0.05% | 0% | 1.99% | 8/23/2023 |
 Dr. Martens (DOCS.L) | 0.04% | 0% | 4.79% | 6/19/2024 |
 Paycom (PAYC) | 0.04% | 0% | 1.63% | 12/18/2023 |
 EPR (EPR) | 0.03% | 0% | 5.15% | 1/2/2025 |
 Bankinter (BKT.MC) | 0.03% | 0.77% | 5.33% | - |
 iShares MSCI EM Latin America UCITS ETF (IUSC.DE) | 0.03% | 0% | 2.53% | 7/4/2024 |
 Bristol-Myers Squibb (BMY) | 0.02% | 0% | 2.71% | 7/24/2024 |
 Rigetti (RGTI) | 0.02% | 0% | 3.16% | 3/4/2025 |
 Arvinas (ARVN) | 0.02% | 0% | 0.99% | 6/23/2023 |
 Ionq (IONQ) | 0.01% | 0% | 3.07% | 3/4/2025 |
 BAE Systems (BA.L) | 0.01% | 0% | 1.81% | 7/15/2024 |
 Microsoft (MSFT) | 0.01% | 0% | 1.63% | 2/18/2025 |
 Boeing (BA) | 0.01% | 0% | 0.54% | 1/22/2024 |
 Schwab US Dividend Equity ETF (SCHD) | 0.01% | 0% | 3.88% | 5/29/2025 |
 Unilever (ULVR.L) | 0.01% | 0% | 1.81% | 7/15/2024 |
 Trade Desk (TTD) | 0% | 0% | 0.72% | 4/10/2025 |
 UnitedHealth (UNH) | 0% | 0% | 1.08% | 5/27/2025 |
 ASML (ASML.NV) | 0% | 0% | 0.36% | 11/4/2024 |
 Norwegian (NAS.OL) | 0% | 0% | 0.63% | 8/15/2024 |
 Abercrombie & Fitch (ANF) | 0% | 0% | 0.18% | 7/17/2024 |
 3M (MMM) | 0% | 0% | 0.09% | 4/2/2024 |
 JD Sports (JD.L) | 0% | 0% | 0.09% | 11/22/2024 |
 Constellium (CSTM) | 0% | 0% | 0.18% | 10/25/2024 |
 Pacific Biosciences (PACB) | 0% | 0% | 0.09% | 1/29/2025 |
 Toncoin (Experimental) (TON) | 0% | 0% | 0.09% | 10/27/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 5.93% | 6.45% |
| Global X SuperDividend ETF (SDIV) | 5.55% | 4.91% |
| Amazon (AMZN) | 3.37% | 4.52% |
| Berkshire Hathaway (BRK.B) | 4.02% | 4.32% |
| PIMCO Enhanced Short Maturity (MINT) | 4.15% | 3.84% |
| Temple Bar (TMPL.L) | 3.18% | 3.37% |
| Barclays (BARC.L) | 1.92% | 3.31% |
| iShares Core MSCI World UCITS ETF (SWDA.L) | 2.87% | 3.1% |
| iShares MSCI ACWI UCITS ETF (IUSQ.DE) | 2.84% | 3.02% |
| Vanguard FTSE Europe ETF (VGK) | 3.17% | 3.01% |
| Imperial Brands (IMB.L) | 2.33% | 3% |
| Mercedes-Benz (MBG.DE) | 3.59% | 2.93% |
| UniCredit (UCG.MI) | 2.35% | 2.9% |
| Apple (AAPL) | 2.06% | 2.9% |
| Legal & General (LGEN.L) | 3.02% | 2.74% |
| Vanguard Total International Bond ETF (BNDX) | 2.95% | 2.71% |
| Mercantile (MRC.L) | 2.96% | 2.71% |
| Vanguard Short-Term Treasury Index Fund (VGSH) | 2.89% | 2.67% |
| Coca-Cola (KO) | 2.75% | 2.64% |
| Lloyd's (LLOY.L) | 2.47% | 2.58% |
| iShares Core S&P Small-Cap ETF (IJR) | 2.57% | 2.37% |
| BAT (BATS.L) | 2.29% | 2.3% |
| M&G (MNG.L) | 2.51% | 2.27% |
| Johnson & Johnson (JNJ) | 2.63% | 2.27% |
| General Dynamics (GD) | 2.23% | 2.26% |
| iShares MSCI India ETF (INDA) | 2.4% | 2.24% |
| Vanguard Real Estate ETF (VNQ) | 2.1% | 1.91% |
| Schroder AsiaPacific Fund (SDP.L) | 2.06% | 1.91% |
| Glencore (GLEN.L) | 2.21% | 1.72% |
| HarbourVest (HVPE.L) | 1.52% | 1.61% |
| Renewables Infrastructure Group (TRIG.L) | 1.94% | 1.59% |
| MercadoLibre (MELI) | 1.74% | 1.48% |
| Vale (VALE) | 1.83% | 1.41% |
| VanEck Vectors Semiconductor ETF (SMH) | 1.52% | 1.39% |
| Tesla (TSLA) | 0.83% | 1.18% |
| Vanguard Health Care ETF (VHT) | 1.29% | 1.11% |
| Pfizer (PFE) | 0.85% | 0.82% |
| Fevertree (FEVR.L) | 0.82% | 0.77% |
| Diageo (DGE.L) | 0.82% | 0.76% |
| EPR (EPR) | 0.82% | 0.75% |
| NVIDIA (NVDA) | 0.53% | 0.63% |