Portfolio Diversification
Range
Most Diversified
10 instruments
June 24, 2022
Least Diversified
5 instruments
January 22, 2022
Average
9 instruments
Most Consistent Holdings
Top 5
CVX100%
IMB.L100%
EVR.L100%
RIO100%
BATS.L96.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Imperial Brands (IMB.L) | 17.3% | 18.59% | 100% | - |
 Shell (SHEL.L) | 16.82% | 12.38% | 96.11% | - |
 Rolls-Royce (RR.L) | 13.65% | 27.82% | 94.75% | - |
| Chevron (CVX) | 11.7% | 6.61% | 100% | - |
| Rio Tinto (RIO) | 9.74% | 5.31% | 100% | - |
 Philip Morris (PM) | 9.39% | 11.76% | 86.63% | - |
 Unilever (ULVR.L) | 7.18% | 7.74% | 91.79% | - |
| BAT (BATS.L) | 5.63% | 4.1% | 96.87% | - |
| Evraz PLC (EVR.L) | 2.84% | 1.15% | 100% | - |
 China Petroleum & Chemical Corporation ADR (SNPTY) | 2.75% | 0% | 22.84% | 12/2/2022 |
 Volkswagen (VOW3.DE) | 0.35% | 2.74% | 12.44% | - |
 Bitcoin (BTC) | 0.2% | 0% | 1.78% | 1/21/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 5.49% | 23.72% |
| Imperial Brands (IMB.L) | 15.69% | 18.48% |
| Shell (SHEL.L) | 15.69% | 14.77% |
| Philip Morris (PM) | 10.98% | 10.02% |
| Unilever (ULVR.L) | 9.35% | 8.83% |
| Chevron (CVX) | 10.98% | 8.18% |
| Rio Tinto (RIO) | 10.98% | 6.13% |
| BAT (BATS.L) | 6.09% | 4.47% |
| Volkswagen (VOW3.DE) | 3.3% | 2.91% |
| Evraz PLC (EVR.L) | 10.6% | 1.86% |