Portfolio Diversification
Range
Most Diversified
10 instruments
June 24, 2022
Least Diversified
5 instruments
January 22, 2022
Average
9.1 instruments
Most Consistent Holdings
Top 5
CVX100%
IMB.L100%
EVR.L100%
RIO100%
BATS.L97.2%
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) | 17.23% | 16.2% | 100% | - |
 Shell (SHEL.L) | 16.3% | 11.12% | 96.52% | - |
 Rolls-Royce (RR.L) | 15.59% | 34.31% | 95.31% | - |
| Chevron (CVX) | 11.13% | 6.27% | 100% | - |
 Philip Morris (PM) | 9.56% | 9.44% | 88.06% | - |
| Rio Tinto (RIO) | 9.22% | 4.61% | 100% | - |
 Unilever (ULVR.L) | 7.15% | 6.23% | 92.67% | - |
| BAT (BATS.L) | 5.5% | 4.53% | 97.2% | - |
| Evraz PLC (EVR.L) | 2.65% | 0.87% | 100% | - |
 China Petroleum & Chemical Corporation ADR (SNPTY) | 2.46% | 0% | 20.41% | 12/2/2022 |
 Volkswagen (VOW3.DE) | 0.69% | 4.72% | 21.77% | - |
 Bitcoin (BTC) | 0.18% | 0% | 1.59% | 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% |