Portfolio Diversification
Range
Most Diversified
88 instruments
May 18, 2023
Least Diversified
0 instruments
February 2, 2025
Average
76.7 instruments
Most Consistent Holdings
Top 5
INTC99.91%
BIDU99.91%
BABA99.91%
PINS99.91%
JD.US99.91%
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 |
|---|---|---|---|---|
 Aviva (AV.L) | 4.46% | 0% | 99.82% | 2/1/2025 |
 Legal & General (LGEN.L) | 4.01% | 0% | 99.91% | 2/1/2025 |
 Shell (SHEL.L) | 3.59% | 0% | 93.7% | 2/1/2025 |
 BP (BP.L) | 3% | 0% | 86.22% | 2/1/2025 |
 Phoenix (PHNX.L) | 2.96% | 0% | 99.91% | 2/1/2025 |
 Taylor Wimpey (TW.L) | 2.71% | 0% | 99.91% | 2/1/2025 |
 Barratt (BTRW.L) | 2.16% | 0% | 76.82% | 2/1/2025 |
 Tesco (TSCO.L) | 2.12% | 0% | 80.47% | 7/2/2024 |
 Prudential (PRU.L) | 1.98% | 0% | 98.81% | 2/1/2025 |
 Mobico (MCG.L) | 1.88% | 0% | 99.91% | 2/1/2025 |
 Anglo American (AAL.L) | 1.87% | 0% | 98.45% | 2/1/2025 |
 Direct Line Group (DLG.L) | 1.86% | 0% | 87.77% | 1/8/2025 |
 Kinross Gold (KGC) | 1.77% | 0% | 90.69% | 10/23/2024 |
 Investec (INVP.L) | 1.76% | 0% | 91.06% | 2/1/2025 |
 Tate & Lyle (TATE.L) | 1.75% | 0% | 89.87% | 2/1/2025 |
 Persimmon (PSN.L) | 1.73% | 0% | 96.08% | 2/1/2025 |
 Redrow (RDW.L) | 1.68% | 0% | 85.04% | 8/21/2024 |
 Vodafone (VOD.L) | 1.64% | 0% | 60.4% | 2/1/2025 |
 NatWest (NWG.L) | 1.63% | 0% | 55.66% | 10/31/2024 |
 Hammerson (HMSO.L) | 1.45% | 0% | 99.91% | 2/1/2025 |
 abrdn (ABDN.L) | 1.43% | 0% | 99.91% | 2/1/2025 |
 James Fisher (FSJ.L) | 1.43% | 0% | 99.91% | 2/1/2025 |
 Barclays (BARC.L) | 1.42% | 0% | 87.59% | 10/31/2024 |
 Alphabet (GOOG) | 1.31% | 0% | 92.52% | 2/1/2025 |
 Rio Tinto (RIO.L) | 1.25% | 0% | 97.81% | 2/1/2025 |
 First Majestic (AG) | 1.23% | 0% | 99.91% | 2/1/2025 |
 Barrick (GOLD.BARRICK) | 1.19% | 0% | 99.91% | 2/1/2025 |
 Paramount (PARA) | 1.17% | 0% | 99.91% | 2/1/2025 |
 Pan American Silver (PAAS) | 1.16% | 0% | 99.91% | 2/1/2025 |
 Hochschild Mining (HOC.L) | 1.16% | 0% | 90.69% | 10/23/2024 |
| Alibaba (BABA) | 1.11% | 0% | 99.91% | 2/1/2025 |
 Maersk (MAERSKB.CO) | 1.09% | 0% | 65.42% | 2/1/2025 |
 Fresnillo (FRES.L) | 1.03% | 0% | 85.22% | 2/1/2025 |
 GSK (GSK.L) | 1% | 0% | 76.82% | 2/1/2025 |
 Centamin (CEY.L) | 0.96% | 0% | 48.91% | 9/10/2024 |
 easyJet (EZJ.L) | 0.95% | 0% | 99.82% | 2/1/2025 |
 Credit Agricole (ACA.PA) | 0.93% | 0% | 30.66% | 5/16/2023 |
 Volkswagen (VOW3.DE) | 0.91% | 0% | 65.24% | 2/1/2025 |
 Rolls-Royce (RR.L) | 0.9% | 0% | 62.23% | 12/13/2023 |
 Bellway (BWY.L) | 0.89% | 0% | 60.77% | 2/1/2025 |
 Lloyd's (LLOY.L) | 0.88% | 0% | 72.99% | 2/1/2025 |
 OSB Group (OSB.L) | 0.8% | 0% | 31.39% | 2/1/2025 |
 M&G (MNG.L) | 0.76% | 0% | 35.04% | 2/1/2025 |
 Wetherspoon (JDW.L) | 0.74% | 0% | 99.91% | 2/1/2025 |
 Centrica (CNA.L) | 0.74% | 0% | 56.57% | 2/1/2025 |
 Amazon (AMZN) | 0.71% | 0% | 82.21% | 10/11/2024 |
 IAG (IAG.L) | 0.71% | 0% | 95.89% | 12/19/2024 |
 Aston Martin (AML.L) | 0.68% | 0% | 99.91% | 2/1/2025 |
 MercadoLibre (MELI) | 0.66% | 0% | 86.95% | 9/11/2024 |
 IDS (IDS.L) | 0.65% | 0% | 57.21% | 4/22/2024 |
 Newmont (NEM) | 0.64% | 0% | 47.54% | 8/19/2024 |
 Agnico Eagle (AEM) | 0.64% | 0% | 72.99% | 4/10/2024 |
 Southwest (LUV) | 0.64% | 0% | 99.91% | 2/1/2025 |
 Fortuna Silver (FSM) | 0.59% | 0% | 72.99% | 4/10/2024 |
 Sea (SE) | 0.58% | 0% | 99.91% | 2/1/2025 |
 Endeavour Silver (EXK) | 0.51% | 0% | 85.68% | 10/23/2024 |
 Devon Energy (DVN) | 0.5% | 0% | 74.18% | 2/1/2025 |
 Kier (KIE.L) | 0.48% | 0% | 65.97% | 1/23/2024 |
 Mercedes-Benz (MBG.DE) | 0.48% | 0% | 34.12% | 2/23/2024 |
 Shopify (SHOP) | 0.47% | 0% | 59.4% | 12/29/2023 |
| Intel (INTC) | 0.47% | 0% | 99.91% | 2/1/2025 |
 PDD Holdings (PDD) | 0.44% | 0% | 99.91% | 2/1/2025 |
 Qorvo (QRVO) | 0.44% | 0% | 99.91% | 2/1/2025 |
 Micron (MU) | 0.44% | 0% | 71.35% | 10/10/2024 |
| Pinterest (PINS) | 0.44% | 0% | 99.91% | 2/1/2025 |
| Baidu (BIDU) | 0.43% | 0% | 99.91% | 2/1/2025 |
 Meta (META) | 0.42% | 0% | 42.15% | 6/6/2023 |
 Close Brothers (CBG.L) | 0.4% | 0% | 44.43% | 2/1/2025 |
 ASOS (ASC.L) | 0.38% | 0% | 71.62% | 3/26/2024 |
 HSBC (HSBA.L) | 0.36% | 0% | 34.95% | 2/1/2025 |
 Imperial Brands (IMB.L) | 0.35% | 0% | 41.42% | 9/26/2024 |
 Mitchells & Butlers (MAB.L) | 0.35% | 0% | 77.28% | 5/27/2024 |
 Invesco QQQ (QQQ) | 0.34% | 0% | 38.78% | 6/16/2023 |
 Vanguard Information Technology (VGT) | 0.33% | 0% | 36.86% | 5/26/2023 |
 Playtika (PLTK) | 0.33% | 0% | 99.91% | 2/1/2025 |
 Cineworld Group PLC (CINE.L) | 0.33% | 0% | 39.51% | 4/3/2023 |
 Upstart (UPST) | 0.3% | 0% | 96.44% | 2/1/2025 |
 NVIDIA (NVDA) | 0.3% | 0% | 36.86% | 5/26/2023 |
 PayPal (PYPL) | 0.25% | 0% | 99.91% | 2/1/2025 |
 Microsoft (MSFT) | 0.25% | 0% | 37.86% | 6/6/2023 |
 Niu (NIU) | 0.24% | 0% | 63.59% | 12/28/2023 |
 Schroders (SDR.L) | 0.23% | 0% | 34.03% | 2/1/2025 |
 Babcock (BAB.L) | 0.22% | 0% | 36.13% | 2/24/2023 |
 Delta (DAL) | 0.22% | 0% | 47.99% | 7/6/2023 |
 Glencore (GLEN.L) | 0.21% | 0% | 38.5% | 2/1/2025 |
 Mastercard (MA) | 0.21% | 0% | 40.15% | 6/23/2023 |
 iShares Silver Trust (SLV) | 0.21% | 0% | 29.74% | 11/2/2023 |
| JD.com (JD.US) | 0.21% | 0% | 99.91% | 2/1/2025 |
 BAT (BATS.L) | 0.2% | 0% | 12.68% | 5/20/2022 |
 Bilibili (BILI) | 0.2% | 0% | 70.89% | 3/18/2024 |
 PostNL (PNL.NV) | 0.2% | 0% | 16.33% | 8/8/2023 |
 Apple (AAPL) | 0.19% | 0% | 39.14% | 6/20/2023 |
 Visa (V) | 0.19% | 0% | 39.42% | 6/23/2023 |
 Polymetal International PLC (POLY.L) | 0.18% | 0% | 5.02% | 2/24/2022 |
 Whitbread (WTB.L) | 0.18% | 0% | 36.13% | 2/24/2023 |
 Vale (VALE) | 0.17% | 0% | 37.96% | 2/1/2025 |
 Pennon (PNN.L) | 0.16% | 0% | 15.15% | 12/13/2023 |
 Bumble (BMBL) | 0.15% | 0% | 70.89% | 3/18/2024 |
 Delivery Hero (DHER.DE) | 0.14% | 0% | 99.91% | 2/1/2025 |
 Go-Ahead Group PLC (GOG.L) | 0.14% | 0% | 14.96% | 6/14/2022 |
 BMW (BMW.DE) | 0.13% | 0% | 10.22% | 9/24/2024 |
 Twilio (TWLO) | 0.12% | 0% | 71.17% | 3/21/2024 |
 SPDR Gold (GLD) | 0.1% | 0% | 10.49% | 11/2/2023 |
 Stagecoach Group PLC (SGC.L) | 0.1% | 0% | 6.11% | 3/9/2022 |
 Air France-KLM (AF.PA) | 0.09% | 0% | 13.23% | 10/17/2024 |
 ASML (ASML) | 0.08% | 0% | 14.69% | 2/1/2025 |
 Britvic (BVIC.L) | 0.08% | 0% | 8.94% | 2/20/2024 |
 B2Gold (BTG.US) | 0.08% | 0% | 18.16% | 2/1/2025 |
 Reckitt (RKT.L) | 0.08% | 0% | 17.97% | 2/1/2025 |
 Ashmore (ASHM.L) | 0.08% | 0% | 10.95% | 2/1/2025 |
 Crest Nicholson (CRST.L) | 0.08% | 0% | 8.12% | 12/12/2023 |
 Smith & Nephew (SN.L) | 0.07% | 0% | 14.69% | 2/1/2025 |
 AMD (AMD) | 0.07% | 0% | 11.13% | 3/8/2023 |
 Diageo (DGE.L) | 0.07% | 0% | 16.79% | 2/1/2025 |
 ITV (ITV.L) | 0.07% | 0% | 15.05% | 2/1/2025 |
 Ferrexpo (FXPO.L) | 0.07% | 0% | 5.02% | 2/24/2022 |
 Wheat (Expiring Future) (WHEAT.FUT) | 0.07% | 0% | 11.41% | 8/29/2023 |
 Lufthansa (LHA.DE) | 0.06% | 0% | 5.02% | 2/24/2022 |
 TBC (TBCG.L) | 0.06% | 0% | 14.96% | 2/1/2025 |
 Land Securities (LAND.L) | 0.06% | 0% | 15.05% | 2/1/2025 |
 Plus500 (PLUS.L) | 0.06% | 0% | 9.95% | 4/20/2022 |
 Douyu (DOYU) | 0.06% | 0% | 43.43% | 5/17/2023 |
 Bitcoin (BTC) | 0.06% | 0% | 11.31% | 9/24/2024 |
 Deutsche Post (DHL.DE) | 0.05% | 0% | 11.22% | 8/2/2023 |
 BT (BT.L) | 0.05% | 0% | 9.31% | 2/16/2023 |
 Zynga (ZNGA) | 0.04% | 0% | 13.05% | 5/24/2022 |
 Xinyi Solar (0968.HK) | 0.04% | 0% | 5.11% | 1/20/2025 |
 Uber (UBER) | 0.04% | 0% | 6.02% | 2/1/2025 |
 Dr. Martens (DOCS.L) | 0.04% | 0% | 7.57% | 9/9/2024 |
 Lamb Weston (LW) | 0.04% | 0% | 8.76% | 12/6/2023 |
 Ideanomics (IDEXQ) | 0.04% | 0% | 36.77% | 3/3/2023 |
 Qualcomm (QCOM) | 0.04% | 0% | 6.3% | 3/17/2023 |
 ASML (ASML.NV) | 0.04% | 0% | 4.2% | 12/2/2024 |
 Porsche (PAH3.DE) | 0.03% | 0% | 4.47% | 5/26/2023 |
 Mondi (MNDI.L) | 0.03% | 0% | 6.39% | 5/27/2024 |
 PepsiCo (PEP) | 0.03% | 0% | 6.66% | 2/1/2025 |
 JD Sports (JD.L) | 0.03% | 0% | 6.57% | 2/1/2025 |
 Hargreaves Lansdown (HL.L) | 0.02% | 0% | 5.38% | 1/12/2024 |
 Big Yellow (BYG.L) | 0.02% | 0% | 6.02% | 2/1/2025 |
 Energean (ENOG.L) | 0.02% | 0% | 5.47% | 2/1/2025 |
 Johnson Matthey (JMAT.L) | 0.02% | 0% | 5.29% | 1/30/2025 |
 British Land (BLND.L) | 0.02% | 0% | 5.38% | 2/1/2025 |
 Occidental (OXY) | 0.02% | 0% | 3.38% | 8/2/2023 |
 Las Vegas Sands (LVS) | 0.02% | 0% | 3.1% | 2/3/2022 |
 Freeport-McMoRan (FCX) | 0.02% | 0% | 4.01% | 2/1/2025 |
 AngloGold Ashanti (AU) | 0.02% | 0% | 3.74% | 10/23/2024 |
 Wynn Resorts (WYNN) | 0.02% | 0% | 3.1% | 2/3/2022 |
 Capricorn Energy (CNE.L) | 0.01% | 0% | 1.09% | 10/4/2023 |
 Zijin Mining (2899.HK) | 0.01% | 0% | 2.83% | 1/20/2025 |
 Gold (Non Expiry) (GOLD) | 0.01% | 0% | 1.82% | 3/17/2022 |
 Starbucks (SBUX) | 0.01% | 0% | 2.46% | 6/3/2024 |
 Lockheed Martin (LMT) | 0.01% | 0% | 2.1% | 6/9/2023 |
 Northrop Grumman (NOC) | 0.01% | 0% | 2.1% | 6/9/2023 |
 Raytheon (RTX) | 0.01% | 0% | 2.1% | 6/9/2023 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 1.73% | 3/23/2022 |
 Hapag-Lloyd (HLAG.DE) | 0.01% | 0% | 1.37% | 2/21/2023 |
 Paragon (PAG.L) | 0.01% | 0% | 1.92% | 1/31/2025 |
 Silver (Non Expiry) (SILVER) | 0.01% | 0% | 1.19% | 3/17/2022 |
 Natural Gas (Non Expiry) (NATGAS) | 0.01% | 0% | 1.19% | 3/17/2022 |
 Kratos (KTOS) | 0.01% | 0% | 1% | 11/7/2022 |
 USD/RUB (USDRUB) | 0.01% | 0% | 0.73% | 3/4/2022 |
 Canadian Solar (CSIQ) | 0.01% | 0% | 1.28% | 10/31/2024 |
 Evraz PLC (EVR.L) | 0% | 0% | 1.19% | 2/24/2022 |
 Block Inc. (XYZ) | 0% | 0% | 0.36% | 11/3/2023 |
 Unity (U) | 0% | 0% | 0.46% | 5/16/2022 |
 Svitzer (SVITZR.CO) | 0% | 0% | 0.55% | 5/6/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Aviva (AV.L) | 4.36% | 4.76% |
| Legal & General (LGEN.L) | 4.32% | 4.75% |
| Phoenix (PHNX.L) | 3.6% | 3.82% |
| Taylor Wimpey (TW.L) | 3% | 3.66% |
| Barratt (BTRW.L) | 2.96% | 3.66% |
| M&G (MNG.L) | 3.09% | 3.48% |
| OSB Group (OSB.L) | 2.64% | 3.26% |
| Prudential (PRU.L) | 3.37% | 3.13% |
| BP (BP.L) | 2.92% | 3.07% |
| Anglo American (AAL.L) | 2.4% | 2.91% |
| Alphabet (GOOG) | 1.89% | 2.91% |
| Vodafone (VOD.L) | 2.75% | 2.81% |
| Direct Line Group (DLG.L) | 1.96% | 2.48% |
| Rio Tinto (RIO.L) | 2.06% | 2.31% |
| Shell (SHEL.L) | 1.89% | 2.12% |
| HSBC (HSBA.L) | 1.37% | 2% |
| Investec (INVP.L) | 1.48% | 1.95% |
| Persimmon (PSN.L) | 2.01% | 1.95% |
| abrdn (ABDN.L) | 2.06% | 1.87% |
| Lloyd's (LLOY.L) | 1.12% | 1.59% |
| Maersk (MAERSKB.CO) | 1.72% | 1.57% |
| Mobico (MCG.L) | 2.76% | 1.55% |
| Tate & Lyle (TATE.L) | 1.72% | 1.55% |
| Barrick (GOLD.BARRICK) | 1.38% | 1.3% |
| Hammerson (HMSO.L) | 1.37% | 1.29% |
| Volkswagen (VOW3.DE) | 1.37% | 1.28% |
| GSK (GSK.L) | 1.03% | 1.18% |
| Schroders (SDR.L) | 1.03% | 1.17% |
| easyJet (EZJ.L) | 1.04% | 1.15% |
| James Fisher (FSJ.L) | 1.17% | 1.12% |
| Pan American Silver (PAAS) | 1.2% | 0.96% |
| Alibaba (BABA) | 2.02% | 0.9% |
| Xinyi Solar (0968.HK) | 0.69% | 0.82% |
| Sea (SE) | 1.03% | 0.79% |
| Uber (UBER) | 0.69% | 0.78% |
| Intel (INTC) | 1.03% | 0.76% |
| Devon Energy (DVN) | 0.94% | 0.74% |
| First Majestic (AG) | 1.37% | 0.72% |
| Wetherspoon (JDW.L) | 0.69% | 0.56% |
| Paramount (PARA) | 1.72% | 0.56% |
| Southwest (LUV) | 0.69% | 0.54% |
| Upstart (UPST) | 0.69% | 0.46% |
| Reckitt (RKT.L) | 0.34% | 0.45% |
| Baidu (BIDU) | 0.77% | 0.45% |
| ASML (ASML) | 0.34% | 0.44% |
| Smith & Nephew (SN.L) | 0.34% | 0.43% |
| Centrica (CNA.L) | 0.34% | 0.43% |
| Playtika (PLTK) | 0.6% | 0.42% |
| Close Brothers (CBG.L) | 1.37% | 0.42% |
| TBC (TBCG.L) | 0.34% | 0.42% |
| Zijin Mining (2899.HK) | 0.34% | 0.42% |
| Energean (ENOG.L) | 0.34% | 0.42% |
| Diageo (DGE.L) | 0.34% | 0.42% |
| Ashmore (ASHM.L) | 0.34% | 0.41% |
| Bellway (BWY.L) | 0.34% | 0.41% |
| JD Sports (JD.L) | 0.34% | 0.41% |
| B2Gold (BTG.US) | 0.34% | 0.4% |
| Johnson Matthey (JMAT.L) | 0.34% | 0.4% |
| PepsiCo (PEP) | 0.34% | 0.4% |
| Glencore (GLEN.L) | 0.34% | 0.39% |
| Fresnillo (FRES.L) | 0.34% | 0.39% |
| British Land (BLND.L) | 0.34% | 0.39% |
| Freeport-McMoRan (FCX) | 0.34% | 0.39% |
| Land Securities (LAND.L) | 0.34% | 0.38% |
| Big Yellow (BYG.L) | 0.34% | 0.37% |
| Pinterest (PINS) | 0.87% | 0.37% |
| Vale (VALE) | 0.34% | 0.3% |
| Aston Martin (AML.L) | 1.47% | 0.27% |
| PayPal (PYPL) | 0.34% | 0.19% |
| Qorvo (QRVO) | 0.34% | 0.15% |
| PDD Holdings (PDD) | 0.26% | 0.15% |
| JD.com (JD.US) | 0.26% | 0.11% |
| Delivery Hero (DHER.DE) | 0.26% | 0.1% |