Portfolio Diversification
Range
Most Diversified
10 instruments
June 24, 2022
Least Diversified
0 instruments
November 12, 2025
Average
9.2 instruments
Most Consistent Holdings
Top 5
CVX99.79%
EVR.L99.79%
IMB.L99.72%
RIO99.72%
BATS.L97.15%
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 |
|---|---|---|---|---|
| Imperial Brands (IMB.L) | 17.12% | 16.84% | 99.72% | - |
 Rolls-Royce (RR.L) | 16.57% | 32.97% | 95.3% | - |
 Shell (SHEL.L) | 16% | 11.69% | 96.44% | - |
| Chevron (CVX) | 10.83% | 5.93% | 99.79% | - |
 Philip Morris (PM) | 9.51% | 8.63% | 88.46% | - |
| Rio Tinto (RIO) | 8.96% | 5.35% | 99.72% | - |
 Unilever (ULVR.L) | 7.08% | 6.12% | 92.88% | - |
| BAT (BATS.L) | 5.43% | 4.77% | 97.15% | - |
| Evraz PLC (EVR.L) | 2.55% | 1% | 99.79% | - |
 China Petroleum & Chemical Corporation ADR (SNPTY) | 2.32% | 0% | 19.23% | 12/2/2022 |
 Volkswagen (VOW3.DE) | 0.89% | 5.09% | 26% | - |
 Bitcoin (BTC) | 0.17% | 0% | 1.5% | 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% |