Portfolio Diversification
Range
Most Diversified
25 instruments
January 10, 2025
Least Diversified
0 instruments
October 27, 2022
Average
14.4 instruments
Most Consistent Holdings
Top 5
BP.L73.53%
FRES.L73.53%
IMB.L73.53%
SBRY.L73.53%
VTY.L73.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since October 2, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Analisisciclico | 12.59% | 0% | 15.57% | 3/17/2023 |
| Imperial Brands (IMB.L) | 5.01% | 0% | 73.53% | 2/1/2025 |
 Ethereum (ETH) | 4.73% | 0% | 15.33% | 5/23/2023 |
| Vistry (VTY.L) | 3.85% | 0% | 73.53% | 2/1/2025 |
 Lloyd's (LLOY.L) | 3.81% | 0% | 71.86% | 2/1/2025 |
 Inchcape (INCH.L) | 3.72% | 0% | 62.87% | 11/15/2024 |
 Reckitt (RKT.L) | 3.64% | 0% | 68.86% | 2/1/2025 |
 Vodafone (VOD.L) | 3.47% | 0% | 73.53% | 2/1/2025 |
 Vesuvius (VSVS.L) | 3.45% | 0% | 73.29% | 2/1/2025 |
 Tate & Lyle (TATE.L) | 3.41% | 0% | 73.17% | 2/1/2025 |
| Sainsbury's (SBRY.L) | 3.39% | 0% | 73.53% | 2/1/2025 |
| Fresnillo (FRES.L) | 3.29% | 0% | 73.53% | 2/1/2025 |
 Unilever (ULVR.L) | 3.25% | 0% | 70.9% | 2/1/2025 |
 National Grid (NG.L) | 3.2% | 0% | 72.22% | 2/1/2025 |
 Shell (SHEL.L) | 3.1% | 0% | 71.86% | 2/1/2025 |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 3.05% | 0% | 21.44% | 2/1/2025 |
| BP (BP.L) | 3.02% | 0% | 73.53% | 2/1/2025 |
 Rio Tinto (RIO.L) | 2.95% | 0% | 73.17% | 2/1/2025 |
 GSK (GSK.L) | 2.94% | 0% | 69.94% | 2/1/2025 |
 GBP/USD (GBPUSD) | 2.49% | 0% | 2.75% | 10/25/2022 |
 SSE (SSE.L) | 1.97% | 0% | 57.6% | 2/1/2025 |
 Antofagasta (ANTO.L) | 1.77% | 0% | 37.13% | 11/15/2024 |
 BAE Systems (BA.L) | 1.42% | 0% | 25.87% | 2/15/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 1.03% | 0% | 4.91% | 5/24/2023 |
 Gold (Non Expiry) (GOLD) | 0.93% | 0% | 6.11% | 5/18/2023 |
 Glencore (GLEN.L) | 0.85% | 0% | 24.79% | 2/1/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.82% | 0% | 5.03% | 5/22/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.78% | 0% | 4.55% | 5/22/2023 |
 SPX500 Index (Non Expiry) (SPX500) | 0.36% | 0% | 2.63% | 5/3/2023 |
 Oil (Non Expiry) (OIL) | 0.33% | 0% | 2.28% | 5/3/2023 |
 BAT (BATS.L) | 0.3% | 0% | 9.34% | 2/1/2025 |
 Barratt (BTRW.L) | 0.3% | 0% | 15.45% | 2/1/2025 |
 Verizon (VZ) | 0.18% | 0% | 8.86% | 2/1/2025 |
 UMC (UMC) | 0.18% | 0% | 8.98% | 2/1/2025 |
 Crown Castle (CCI) | 0.17% | 0% | 8.74% | 2/1/2025 |
 Credit Suisse Group AG (CSGN.ZU) | 0.09% | 0% | 0.36% | 3/20/2023 |
 CVS Health (CVS) | 0.09% | 0% | 5.39% | 2/1/2025 |
 United Utilities (UU.L) | 0.06% | 0% | 2.75% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 15.45% | 14.82% |
| Imperial Brands (IMB.L) | 6.6% | 9.64% |
| Reckitt (RKT.L) | 6.6% | 6.24% |
| Vodafone (VOD.L) | 6.2% | 5.8% |
| Lloyd's (LLOY.L) | 3.91% | 5.05% |
| Fresnillo (FRES.L) | 4.18% | 4.29% |
| Unilever (ULVR.L) | 3.64% | 4.2% |
| Tate & Lyle (TATE.L) | 4.45% | 4.14% |
| Sainsbury's (SBRY.L) | 3.91% | 4.05% |
| BP (BP.L) | 4.45% | 3.95% |
| Vesuvius (VSVS.L) | 3.64% | 3.85% |
| National Grid (NG.L) | 3.91% | 3.63% |
| Shell (SHEL.L) | 3.1% | 3.36% |
| BAT (BATS.L) | 3.1% | 3.15% |
| GSK (GSK.L) | 3.1% | 3.05% |
| Glencore (GLEN.L) | 4.04% | 3.05% |
| Rio Tinto (RIO.L) | 3.1% | 2.99% |
| Vistry (VTY.L) | 3.23% | 2.57% |
| SSE (SSE.L) | 2.64% | 2.52% |
| UMC (UMC) | 2.16% | 2.07% |
| Verizon (VZ) | 2.16% | 2.07% |
| Barratt (BTRW.L) | 2.16% | 1.95% |
| Crown Castle (CCI) | 2.15% | 1.9% |
| CVS Health (CVS) | 1.48% | 1.5% |