Portfolio Diversification
Range
Most Diversified
22 instruments
March 26, 2022
Least Diversified
0 instruments
February 7, 2025
Average
12.9 instruments
Most Consistent Holdings
Top 5
GOOG60.28%
MSFT57.91%
NVDA54.67%
META54.35%
XOM49.13%
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 |
|---|---|---|---|---|
| Microsoft (MSFT) | 4.66% | 7.43% | 57.91% | - |
| NVIDIA (NVDA) | 4.58% | 4.71% | 54.67% | - |
| Alphabet (GOOG) | 4.42% | 7.57% | 60.28% | - |
| Meta (META) | 4.14% | 7.16% | 54.35% | - |
| ExxonMobil (XOM) | 4.05% | 0% | 49.13% | 10/15/2024 |
 Rolls-Royce (RR.L) | 3.7% | 7.58% | 45.57% | - |
 Netflix (NFLX) | 3.49% | 7.15% | 48.5% | - |
 Goldman Sachs (GS) | 3.31% | 5.38% | 44.46% | - |
 Chevron (CVX) | 3.29% | 0% | 42.56% | 10/15/2024 |
 Apple (AAPL) | 3.25% | 0% | 42.96% | 1/22/2025 |
 JPMorgan (JPM) | 3.23% | 5.46% | 42.64% | - |
 Citi (C) | 3.12% | 5.39% | 45.97% | - |
 Valero (VLO) | 3% | 0% | 40.27% | 9/11/2024 |
 Marathon Petroleum (MPC) | 2.94% | 0% | 37.03% | 10/14/2024 |
 American Express (AXP) | 2.93% | 5.47% | 40.82% | - |
 Shell (SHEL.L) | 2.88% | 0% | 40.74% | 11/3/2023 |
 BP (BP.L) | 2.68% | 0% | 36.63% | 5/19/2023 |
 Amazon (AMZN) | 2.65% | 7.36% | 35.21% | - |
 SPDR S&P Oil & Gas Exploration & Prod (XOP) | 2.38% | 0% | 27.69% | 1/24/2023 |
 ConocoPhillips (COP) | 2.18% | 0% | 27.61% | 1/4/2024 |
 Occidental (OXY) | 2% | 0% | 28.09% | 10/27/2023 |
 iShares Silver Trust (SLV) | 1.92% | 0% | 26.9% | 3/19/2025 |
 Phillips 66 (PSX) | 1.9% | 0% | 23.02% | 9/13/2024 |
 Walmart (WMT) | 1.49% | 0% | 21.76% | 7/10/2025 |
 Tesla (TSLA) | 1.46% | 0% | 19.46% | 2/12/2024 |
 Glencore (GLEN.L) | 1.46% | 0% | 20.17% | 3/13/2023 |
 SPDR Gold (GLD) | 1.37% | 0% | 20.57% | 3/19/2025 |
 Visa (V) | 1.34% | 0% | 23.02% | 7/1/2025 |
 Adobe (ADBE) | 1.33% | 0% | 17.01% | 3/8/2024 |
 Moody's (MCO) | 1.32% | 0% | 18.28% | 11/4/2024 |
 GE (GE) | 1.23% | 5.05% | 17.48% | - |
 Equinor (EQNR.OL) | 1.12% | 0% | 19.46% | 5/31/2023 |
 IAG (IAG.L) | 1.07% | 8.49% | 14.08% | - |
 Mastercard (MA) | 0.96% | 0% | 17.09% | 2/6/2025 |
 Schlumberger (SLB) | 0.91% | 0% | 11.63% | 11/3/2023 |
 Palantir (PLTR) | 0.89% | 6.3% | 10.84% | - |
 Snowflake (SNOW) | 0.87% | 6.01% | 13.69% | - |
 easyJet (EZJ.L) | 0.73% | 0% | 11.08% | 4/12/2023 |
 Bank of America (BAC) | 0.72% | 0% | 10.92% | 7/31/2024 |
 S&P Global (SPGI) | 0.61% | 0% | 8.86% | 10/24/2024 |
 Lloyd's (LLOY.L) | 0.57% | 0% | 8.86% | 3/13/2023 |
 Teucrium Wheat Fund (WEAT) | 0.52% | 0% | 6.41% | 10/18/2022 |
 BAE Systems (BA.L) | 0.43% | 3.29% | 6.01% | - |
 Morgan Stanley (MS) | 0.39% | 0% | 6.88% | 3/29/2022 |
 Freshpet (FRPT) | 0.34% | 0% | 4.67% | 5/6/2022 |
 Rio Tinto (RIO) | 0.28% | 0% | 5.22% | 7/30/2024 |
 PayPal (PYPL) | 0.27% | 0% | 5.62% | 4/13/2022 |
 Barclays (BARC.L) | 0.23% | 0% | 4.19% | 3/29/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.12% | 0% | 1.58% | 6/23/2025 |
 Scorpio Tankers (STNG) | 0.1% | 0% | 1.82% | 10/15/2024 |
 Match Group (MTCH) | 0.09% | 0% | 1.5% | 4/20/2022 |
 Nike (NKE) | 0.08% | 0% | 1.27% | 6/30/2023 |
 Ford (F) | 0.07% | 0% | 1.19% | 7/20/2023 |
 Sartorius (DIM.PA) | 0.06% | 0% | 1.5% | 4/13/2022 |
 Aston Martin (AML.L) | 0.05% | 0% | 1.11% | 7/5/2023 |
 Shell (SHEL) | 0.04% | 0% | 0.95% | 10/15/2024 |
 Frontline (FRO) | 0.04% | 0% | 0.87% | 7/1/2024 |
 Alibaba (BABA) | 0.04% | 0% | 1.42% | 4/19/2022 |
 Nio (NIO) | 0.03% | 0% | 1.66% | 4/19/2022 |
 Unilever (UL.US) | 0.02% | 0% | 0.47% | 10/3/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 9.67% | 9.69% |
| SPDR Gold (GLD) | 9.22% | 8.8% |
| Apple (AAPL) | 8.03% | 8.32% |
| JPMorgan (JPM) | 8.06% | 8.3% |
| iShares Silver Trust (SLV) | 8.94% | 8.07% |
| Goldman Sachs (GS) | 7.28% | 7.7% |
| Meta (META) | 6.8% | 7.65% |
| NVIDIA (NVDA) | 7.69% | 7.15% |
| Microsoft (MSFT) | 7.3% | 7.09% |
| American Express (AXP) | 6.67% | 7.04% |
| Netflix (NFLX) | 7.15% | 6.89% |
| Citi (C) | 5.16% | 5.39% |
| Walmart (WMT) | 3.39% | 3.65% |
| Visa (V) | 2.3% | 2.27% |
| Mastercard (MA) | 2.3% | 2.23% |