Portfolio Diversification
Range
Most Diversified
30 instruments
May 21, 2025
Least Diversified
0 instruments
October 27, 2022
Average
17.2 instruments
Most Consistent Holdings
Top 5
IMB.L78.95%
SBRY.L78.95%
VOD.L78.95%
VSVS.L78.76%
RIO.L78.67%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since October 2, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Analisisciclico | 10.01% | 0% | 12.38% | 3/17/2023 |
| Imperial Brands (IMB.L) | 5.16% | 4.62% | 78.95% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 5.12% | 12.5% | 37.52% | - |
 Lloyd's (LLOY.L) | 4.14% | 4.87% | 77.62% | - |
 Reckitt (RKT.L) | 3.98% | 3.15% | 75.24% | - |
| Vodafone (VOD.L) | 3.86% | 5.03% | 78.95% | - |
 Ethereum (ETH) | 3.76% | 0% | 12.19% | 5/23/2023 |
| Sainsbury's (SBRY.L) | 3.43% | 3.71% | 78.95% | - |
 Vistry (VTY.L) | 3.36% | 0% | 70.76% | 6/11/2025 |
| Vesuvius (VSVS.L) | 3.35% | 2.81% | 78.76% | - |
 Tate & Lyle (TATE.L) | 3.33% | 2.59% | 78.67% | - |
 National Grid (NG.L) | 3.26% | 3.2% | 77.9% | - |
 Inchcape (INCH.L) | 3.23% | 3.28% | 57.52% | - |
 Shell (SHEL.L) | 3.1% | 3.02% | 77.62% | - |
 GSK (GSK.L) | 3% | 4.48% | 76.1% | - |
 Unilever (ULVR.L) | 3% | 0% | 66.86% | 5/23/2025 |
| Rio Tinto (RIO.L) | 2.96% | 3.56% | 78.67% | - |
 BP (BP.L) | 2.81% | 4.64% | 69.52% | - |
 Fresnillo (FRES.L) | 2.74% | 0% | 62.19% | 3/13/2025 |
 SSE (SSE.L) | 2.05% | 2.06% | 66.29% | - |
 GBP/USD (GBPUSD) | 1.98% | 0% | 2.19% | 10/25/2022 |
 Antofagasta (ANTO.L) | 1.41% | 0% | 29.52% | 11/15/2024 |
 Glencore (GLEN.L) | 1.18% | 3.72% | 40.19% | - |
 Bitcoin (BTC) | 1.14% | 6.17% | 19.71% | - |
 BAE Systems (BA.L) | 1.13% | 0% | 20.57% | 2/15/2024 |
 BAT (BATS.L) | 0.93% | 3.78% | 27.9% | - |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.82% | 0% | 3.9% | 5/24/2023 |
 Gold (Non Expiry) (GOLD) | 0.74% | 0% | 4.86% | 5/18/2023 |
 UK100 Index (Non Expiry) (UK100) | 0.65% | 0% | 4% | 5/22/2023 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.62% | 0% | 3.62% | 5/22/2023 |
 UMC (UMC) | 0.55% | 1.8% | 27.62% | - |
 Verizon (VZ) | 0.55% | 1.87% | 27.52% | - |
 Crown Castle (CCI) | 0.51% | 1.64% | 27.43% | - |
 CVS Health (CVS) | 0.46% | 2.02% | 24.76% | - |
 United Utilities (UU.L) | 0.46% | 1.95% | 22.67% | - |
 Barratt (BTRW.L) | 0.45% | 0% | 24.48% | 6/10/2025 |
 Diageo (DGE.L) | 0.33% | 3.32% | 10% | - |
 Ferrexpo (FXPO.L) | 0.32% | 1.85% | 18.19% | - |
 SPX500 Index (Non Expiry) (SPX500) | 0.29% | 0% | 2.1% | 5/3/2023 |
 Kingfisher (KGF.L) | 0.27% | 3.07% | 8.1% | - |
 Oil (Non Expiry) (OIL) | 0.26% | 0% | 1.81% | 5/3/2023 |
 On (ONON) | 0.25% | 1.18% | 18.86% | - |
 BT (BT.L) | 0.25% | 0% | 10.86% | 6/12/2025 |
 PepsiCo (PEP) | 0.18% | 1.11% | 16.19% | - |
 Burberry (BRBY.L) | 0.16% | 0% | 6.86% | 6/6/2025 |
 Credit Suisse Group AG (CSGN.ZU) | 0.07% | 0% | 0.29% | 3/20/2023 |
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% |