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Portfolio Diversification
Range
Most Diversified
29 instruments
January 1, 2024
Least Diversified
0 instruments
April 4, 2026
Average
22.7 instruments
Most Consistent Holdings
Top 5
SHEL.L99.88%
GAW.L99.88%
GRG.L99.88%
TTE.PA99.88%
NWG.L98.18%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2024)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Legal & General (LGEN.L) | 6.2% | 8.52% | 98.18% | - |
 IG Group (IGG.L) | 6.13% | 0% | 96% | 3/6/2026 |
 National Grid (NG.L) | 6.07% | 0% | 88.14% | 3/6/2026 |
| NatWest (NWG.L) | 5.6% | 8.68% | 98.18% | - |
 BT (BT.L) | 5.1% | 0% | 81.96% | 11/10/2025 |
 Ternium (TX) | 4.91% | 0% | 96% | 3/6/2026 |
 JPMorgan (JPM) | 4.41% | 0% | 96% | 3/6/2026 |
| Games Workshop (GAW.L) | 3.94% | 7.06% | 99.88% | - |
| Shell (SHEL.L) | 3.9% | 4.48% | 99.88% | - |
 Coca-Cola (KO) | 3.88% | 0% | 96% | 3/6/2026 |
 Rolls-Royce (RR.L) | 3.69% | 0% | 96% | 3/6/2026 |
| TotalEnergies (TTE.PA) | 3.47% | 5.46% | 99.88% | - |
 HSBC (HSBA.L) | 3.35% | 7.8% | 69.13% | - |
 Moneysupermarket (MONY.L) | 3.14% | 0% | 81.48% | 3/6/2026 |
 ExxonMobil (XOM) | 3.11% | 0% | 90.56% | 1/20/2026 |
 3i (III.L) | 3.1% | 0% | 73.49% | 9/1/2025 |
| Greggs (GRG.L) | 2.83% | 4.44% | 99.88% | - |
 Reckitt (RKT.L) | 2.83% | 5.33% | 69.61% | - |
 Rio Tinto (RIO.L) | 2.76% | 0% | 75.3% | 3/6/2026 |
 Diageo (DGE.L) | 2.74% | 0% | 64.29% | 6/17/2025 |
 IAG (IAG.L) | 2.22% | 0% | 53.87% | 6/19/2025 |
 DS Smith (SMDS.L) | 1.37% | 0% | 42.37% | 12/18/2024 |
 Tate & Lyle (TATE.L) | 1.36% | 0% | 54.36% | 3/27/2025 |
 Aviva (AV.L) | 1.35% | 0% | 34.26% | 3/6/2026 |
 Rathbones (RAT.L) | 1.05% | 0% | 34.87% | 10/17/2024 |
 ITV (ITV.L) | 1.01% | 0% | 32.93% | 5/15/2025 |
 Alphabet (GOOG) | 0.92% | 0% | 27.36% | 8/15/2024 |
 Microsoft (MSFT) | 0.88% | 0% | 27.36% | 8/15/2024 |
 BHP (BHP) | 0.79% | 0% | 34.02% | 10/10/2024 |
 BP (BP.L) | 0.56% | 0% | 26.03% | 3/27/2025 |
 Marks & Spencer (MKS.L) | 0.55% | 0% | 14.89% | 5/6/2025 |
 Ferrari (RACE) | 0.47% | 0% | 21.31% | 3/6/2026 |
 McDonald's (MCD) | 0.43% | 0% | 18.89% | 6/6/2024 |
 Deere (DE) | 0.37% | 0% | 13.56% | 4/22/2024 |
 Santander (SAN.MC) | 0.16% | 0% | 9.93% | 10/9/2024 |
 Biogen (BIIB) | 0.16% | 0% | 7.38% | 3/1/2024 |
 LVMH (MC.PA) | 0.15% | 0% | 9.69% | 3/21/2024 |
 Apple (AAPL) | 0.11% | 0% | 7.38% | 3/1/2024 |
 Steel Dynamics (STLD) | 0.11% | 0% | 7.75% | 3/4/2024 |
 Ionq (IONQ) | 0.08% | 0% | 18.89% | 3/6/2026 |
 Disney (DIS) | 0.05% | 0% | 2.3% | 1/19/2024 |
 Monks (MNKS.L) | 0.03% | 1.26% | 2.18% | - |
 Alliance Trust (ALW.L) | 0.03% | 1.25% | 2.18% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| IG Group (IGG.L) | 7.84% | 9.35% |
| National Grid (NG.L) | 10.14% | 9.07% |
| NatWest (NWG.L) | 4.75% | 8.06% |
| HSBC (HSBA.L) | 4.81% | 6.11% |
| JPMorgan (JPM) | 4.08% | 5.48% |
| Reckitt (RKT.L) | 5.14% | 5.1% |
| Rolls-Royce (RR.L) | 1.93% | 5.05% |
| ExxonMobil (XOM) | 5.81% | 5.04% |
| Legal & General (LGEN.L) | 5.61% | 5.01% |
| Aviva (AV.L) | 5.8% | 4.84% |
| Games Workshop (GAW.L) | 3.47% | 4.67% |
| Rio Tinto (RIO.L) | 4.81% | 4.62% |
| Ternium (TX) | 5.65% | 4.36% |
| Coca-Cola (KO) | 4.61% | 3.98% |
| TotalEnergies (TTE.PA) | 5.25% | 3.92% |
| Moneysupermarket (MONY.L) | 5.53% | 3.72% |
| Greggs (GRG.L) | 6.02% | 3.56% |
| Shell (SHEL.L) | 4.36% | 3.56% |
| Ferrari (RACE) | 3.32% | 2% |
| Ionq (IONQ) | 0.69% | 0.39% |
Cash & Instruments Over Time
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