Portfolio Diversification
Range
Most Diversified
22 instruments
March 26, 2022
Least Diversified
0 instruments
February 7, 2025
Average
13 instruments
Most Consistent Holdings
Top 5
GOOG64.23%
MSFT62.12%
NVDA59.24%
META58.96%
RR.L51.16%
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) | 4.98% | 6.65% | 62.12% | - |
| NVIDIA (NVDA) | 4.79% | 2.73% | 59.24% | - |
| Alphabet (GOOG) | 4.73% | 5.51% | 64.23% | - |
| Meta (META) | 4.51% | 4.8% | 58.96% | - |
| Rolls-Royce (RR.L) | 4.15% | 10.52% | 51.16% | - |
 ExxonMobil (XOM) | 3.6% | 0% | 43.64% | 10/15/2024 |
 Goldman Sachs (GS) | 3.54% | 7.77% | 50.18% | - |
 Netflix (NFLX) | 3.52% | 0% | 49.47% | 10/13/2025 |
 JPMorgan (JPM) | 3.48% | 7.14% | 48.56% | - |
 American Express (AXP) | 3.22% | 6.89% | 46.94% | - |
 Citi (C) | 3.16% | 0% | 49.12% | 11/10/2025 |
 Amazon (AMZN) | 3.12% | 6.54% | 41.95% | - |
 Chevron (CVX) | 2.93% | 0% | 37.81% | 10/15/2024 |
 Apple (AAPL) | 2.9% | 2.97% | 38.51% | - |
 Valero (VLO) | 2.66% | 0% | 35.77% | 9/11/2024 |
 Marathon Petroleum (MPC) | 2.61% | 0% | 32.89% | 10/14/2024 |
 Shell (SHEL.L) | 2.56% | 0% | 36.19% | 11/3/2023 |
 BP (BP.L) | 2.38% | 0% | 32.54% | 5/19/2023 |
 SPDR S&P Oil & Gas Exploration & Production ETF (XOP) | 2.11% | 0% | 24.6% | 1/24/2023 |
 ConocoPhillips (COP) | 1.93% | 0% | 24.53% | 1/4/2024 |
 Occidental (OXY) | 1.78% | 0% | 24.95% | 10/27/2023 |
 iShares Silver Trust (SLV) | 1.71% | 0% | 23.89% | 3/19/2025 |
 Phillips 66 (PSX) | 1.69% | 0% | 20.45% | 9/13/2024 |
 IAG (IAG.L) | 1.67% | 5.99% | 23.19% | - |
 Snowflake (SNOW) | 1.49% | 6.95% | 22.84% | - |
 Walmart (WMT) | 1.32% | 0% | 19.33% | 7/10/2025 |
 Palantir (PLTR) | 1.31% | 0% | 19.68% | 12/12/2025 |
 Tesla (TSLA) | 1.3% | 0% | 17.29% | 2/12/2024 |
 Glencore (GLEN.L) | 1.29% | 0% | 17.92% | 3/13/2023 |
 SPDR Gold (GLD) | 1.22% | 0% | 18.27% | 3/19/2025 |
 Visa (V) | 1.19% | 0% | 20.45% | 7/1/2025 |
 GE (GE) | 1.19% | 0% | 17.64% | 8/13/2025 |
 Adobe (ADBE) | 1.18% | 0% | 15.11% | 3/8/2024 |
 Moody's (MCO) | 1.18% | 0% | 16.23% | 11/4/2024 |
 Equinor (EQNR.OL) | 1% | 0% | 17.29% | 5/31/2023 |
 Mastercard (MA) | 0.85% | 0% | 15.18% | 2/6/2025 |
 Schlumberger (SLB) | 0.81% | 0% | 10.33% | 11/3/2023 |
 Bank of America (BAC) | 0.78% | 7.44% | 12.79% | - |
 easyJet (EZJ.L) | 0.65% | 0% | 9.84% | 4/12/2023 |
 S&P Global (SPGI) | 0.54% | 0% | 7.87% | 10/24/2024 |
 Lloyd's (LLOY.L) | 0.5% | 0% | 7.87% | 3/13/2023 |
 Teucrium Wheat Fund (WEAT) | 0.46% | 0% | 5.69% | 10/18/2022 |
 BAE Systems (BA.L) | 0.38% | 0% | 5.41% | 7/15/2025 |
 Morgan Stanley (MS) | 0.34% | 0% | 6.11% | 3/29/2022 |
 Freshpet (FRPT) | 0.3% | 0% | 4.15% | 5/6/2022 |
 Rio Tinto (RIO) | 0.25% | 0% | 4.64% | 7/30/2024 |
 PayPal (PYPL) | 0.24% | 0% | 4.99% | 4/13/2022 |
 Barclays (BARC.L) | 0.2% | 0% | 3.72% | 3/29/2022 |
 iPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX) | 0.11% | 0% | 1.41% | 6/23/2025 |
 Scorpio Tankers (STNG) | 0.09% | 0% | 1.62% | 10/15/2024 |
 Match Group (MTCH) | 0.08% | 0% | 1.34% | 4/20/2022 |
 Nike (NKE) | 0.07% | 0% | 1.12% | 6/30/2023 |
 Ford (F) | 0.06% | 0% | 1.05% | 7/20/2023 |
 Sartorius (DIM.PA) | 0.05% | 0% | 1.34% | 4/13/2022 |
 Aston Martin (AML.L) | 0.05% | 0% | 0.98% | 7/5/2023 |
 Shell (SHEL) | 0.04% | 0% | 0.84% | 10/15/2024 |
 Frontline (FRO) | 0.04% | 0% | 0.77% | 7/1/2024 |
 Alibaba (BABA) | 0.04% | 0% | 1.26% | 4/19/2022 |
 Nio (NIO) | 0.03% | 0% | 1.48% | 4/19/2022 |
 Unilever (UL.US) | 0.02% | 0% | 0.42% | 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% |