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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
GOOG63.67%
NVDA58.77%
RR.L56.82%
MSFT55.94%
JPM54.22%
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 |
|---|---|---|---|---|
| NVIDIA (NVDA) | 4.57% | 10.69% | 58.77% | - |
| Alphabet (GOOG) | 4.54% | 0% | 63.67% | 8/11/2026 |
| Rolls-Royce (RR.L) | 4.49% | 8.84% | 56.82% | - |
| Microsoft (MSFT) | 4.42% | 8.88% | 55.94% | - |
 Meta (META) | 3.84% | 0% | 50.62% | 1/8/2026 |
| JPMorgan (JPM) | 3.78% | 9.99% | 54.22% | - |
 Goldman Sachs (GS) | 3.67% | 0% | 53.51% | 8/18/2026 |
 Amazon (AMZN) | 3.27% | 9.08% | 46.19% | - |
 ExxonMobil (XOM) | 3.15% | 0% | 38.87% | 4/10/2026 |
 Citi (C) | 2.98% | 0% | 48.32% | 8/18/2026 |
 Netflix (NFLX) | 2.96% | 0% | 41.58% | 10/13/2025 |
 American Express (AXP) | 2.87% | 0% | 42.88% | 2/17/2026 |
 Apple (AAPL) | 2.77% | 0% | 38.16% | 6/26/2026 |
 Shell (SHEL.L) | 2.58% | 0% | 36.21% | 6/21/2026 |
 Chevron (CVX.US) | 2.57% | 0% | 33.96% | 4/10/2026 |
 BP (BP.L) | 2.37% | 0% | 33.08% | 6/21/2026 |
 Valero (VLO) | 2.24% | 0% | 30.06% | 9/11/2024 |
 Marathon Petroleum (MPC) | 2.19% | 0% | 27.64% | 10/14/2024 |
 iShares Silver Trust (SLV) | 2.1% | 0% | 26.82% | 6/23/2026 |
 IAG (IAG.L) | 1.84% | 0% | 26.64% | 7/30/2026 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 1.78% | 0% | 20.67% | 1/24/2023 |
 SPDR Gold (GLD) | 1.74% | 0% | 21.5% | 6/11/2026 |
 ConocoPhillips (COP) | 1.72% | 0% | 22.8% | 4/10/2026 |
 Bank of America (BAC) | 1.53% | 9.69% | 24.16% | - |
 Occidental (OXY) | 1.5% | 0% | 20.97% | 10/27/2023 |
 Snowflake (SNOW) | 1.46% | 0% | 22.74% | 2/20/2026 |
 Phillips 66 (PSX) | 1.42% | 0% | 17.19% | 9/13/2024 |
 Palantir (PLTR) | 1.36% | 9.16% | 21.38% | - |
 Equinor (EQNR.OL) | 1.3% | 0% | 20.26% | 6/21/2026 |
 GE (GE) | 1.16% | 0% | 18.25% | 9/9/2026 |
 Walmart (WMT) | 1.11% | 0% | 16.24% | 7/10/2025 |
 Tesla (TSLA) | 1.09% | 0% | 14.53% | 2/12/2024 |
 Glencore (GLEN.L) | 1.09% | 0% | 15.06% | 3/13/2023 |
 Visa (V) | 1% | 0% | 17.19% | 7/1/2025 |
 Adobe (ADBE) | 0.99% | 0% | 12.7% | 3/8/2024 |
 Moody's (MCO) | 0.99% | 0% | 13.64% | 11/4/2024 |
 Mastercard (MA) | 0.72% | 0% | 12.76% | 2/6/2025 |
 Schlumberger (SLB) | 0.68% | 0% | 8.68% | 11/3/2023 |
 Micron (MU) | 0.57% | 9.89% | 5.43% | - |
 easyJet (EZJ.L) | 0.55% | 0% | 8.27% | 4/12/2023 |
 KLA (KLAC) | 0.48% | 2.96% | 5.38% | - |
 BAE Systems (BA.L) | 0.46% | 0% | 8.39% | 3/25/2026 |
 S&P Global (SPGI) | 0.46% | 0% | 6.62% | 10/24/2024 |
 AMD (AMD) | 0.45% | 10.38% | 4.84% | - |
 Intel (INTC) | 0.43% | 2.87% | 5.26% | - |
 Lloyd's (LLOY.L) | 0.42% | 0% | 6.62% | 3/13/2023 |
 Teucrium Wheat Fund (WEAT) | 0.39% | 0% | 4.78% | 10/18/2022 |
 TotalEnergies (TTE.PA) | 0.37% | 0% | 5.67% | 6/21/2026 |
 Morgan Stanley (MS) | 0.29% | 0% | 5.14% | 3/29/2022 |
 Freshpet (FRPT) | 0.26% | 0% | 3.48% | 5/6/2022 |
 Rio Tinto (RIO) | 0.21% | 0% | 3.9% | 7/30/2024 |
 PayPal (PYPL) | 0.2% | 0% | 4.19% | 4/13/2022 |
 Caterpillar (CAT) | 0.19% | 0% | 3.07% | 8/18/2026 |
 Barclays (BARC.L) | 0.17% | 0% | 3.13% | 3/29/2022 |
 Shell (SHEL) | 0.13% | 0% | 3.07% | 4/13/2026 |
 Thales (HO.PA) | 0.11% | 0% | 2.95% | 3/11/2026 |
 Rheinmetall (RHM.DE) | 0.1% | 0% | 2.42% | 3/4/2026 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.09% | 0% | 1.18% | 6/23/2025 |
 Scorpio Tankers (STNG) | 0.07% | 0% | 1.36% | 10/15/2024 |
 Match Group (MTCH) | 0.07% | 0% | 1.12% | 4/20/2022 |
 Nike (NKE) | 0.06% | 0% | 0.95% | 6/30/2023 |
 Ford (F) | 0.05% | 0% | 0.89% | 7/20/2023 |
 Sartorius (DIM.PA) | 0.04% | 0% | 1.12% | 4/13/2022 |
 Aston Martin (AML.L) | 0.04% | 0% | 0.83% | 7/5/2023 |
 ING (INGA.NV) | 0.04% | 7.53% | 1.12% | - |
 Frontline (FRO) | 0.03% | 0% | 0.65% | 7/1/2024 |
 Alibaba (BABA) | 0.03% | 0% | 1.06% | 4/19/2022 |
 Nio (NIO) | 0.02% | 0% | 1.24% | 4/19/2022 |
 ASML (ASML) | 0.02% | 0% | 0.71% | 7/6/2026 |
 Unilever (UL.US) | 0.01% | 0% | 0.35% | 10/3/2024 |
 Lockheed Martin (LMT) | 0.01% | 0% | 0.3% | 3/2/2026 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 8.79% | 9.31% |
| Goldman Sachs (GS) | 6.86% | 7.65% |
| Bank of America (BAC) | 7.68% | 7.42% |
| JPMorgan (JPM) | 7.24% | 7.27% |
| Snowflake (SNOW) | 7.16% | 6.85% |
| American Express (AXP) | 6.1% | 6.79% |
| Amazon (AMZN) | 7.08% | 6.64% |
| Microsoft (MSFT) | 7.19% | 6.63% |
| IAG (IAG.L) | 5.9% | 5.92% |
| Alphabet (GOOG) | 4.07% | 5.62% |
| Meta (META) | 5.5% | 4.82% |
| Apple (AAPL) | 3.17% | 2.95% |
| NVIDIA (NVDA) | 2.77% | 2.82% |
Cash & Instruments Over Time
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