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Portfolio Diversification
Range
Most Diversified
29 instruments
January 1, 2024
Least Diversified
0 instruments
April 4, 2026
Average
22.2 instruments
Most Consistent Holdings
Top 5
TTE.PA99.54%
SHEL.L99.43%
GAW.L99.43%
GRG.L99.43%
NWG.L97.83%
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) | 6.28% | 7.74% | 97.83% | - |
 IG Group (IGG.L) | 5.96% | 5.47% | 93.94% | - |
| NatWest (NWG.L) | 5.87% | 12.63% | 97.83% | - |
 National Grid (NG.L) | 5.74% | 0% | 83.3% | 3/6/2026 |
 BT (BT.L) | 4.82% | 0% | 77.46% | 11/10/2025 |
 Ternium (TX) | 4.64% | 0% | 90.73% | 3/6/2026 |
 JPMorgan (JPM) | 4.28% | 4.26% | 93.02% | - |
| Games Workshop (GAW.L) | 4.07% | 6.82% | 99.43% | - |
| Shell (SHEL.L) | 3.94% | 5.93% | 99.43% | - |
 Coca-Cola (KO) | 3.67% | 0% | 90.73% | 3/6/2026 |
 Rolls-Royce (RR.L) | 3.66% | 4.74% | 94.28% | - |
 HSBC (HSBA.L) | 3.54% | 7.16% | 70.14% | - |
| TotalEnergies (TTE.PA) | 3.53% | 4.5% | 99.54% | - |
 Moneysupermarket (MONY.L) | 2.97% | 0% | 77% | 3/6/2026 |
 ExxonMobil (XOM) | 2.94% | 0% | 85.58% | 1/20/2026 |
 Reckitt (RKT.L) | 2.94% | 5.24% | 70.71% | - |
 3i (III.L) | 2.93% | 0% | 69.45% | 9/1/2025 |
| Greggs (GRG.L) | 2.89% | 4.2% | 99.43% | - |
 Rio Tinto (RIO.L) | 2.61% | 0% | 71.17% | 3/6/2026 |
 Diageo (DGE.L) | 2.59% | 0% | 60.76% | 6/17/2025 |
 IAG (IAG.L) | 2.1% | 0% | 50.92% | 6/19/2025 |
 DS Smith (SMDS.L) | 1.3% | 0% | 40.05% | 12/18/2024 |
 Tate & Lyle (TATE.L) | 1.28% | 0% | 51.37% | 3/27/2025 |
 Aviva (AV.L) | 1.28% | 0% | 32.38% | 3/6/2026 |
 Rathbones (RAT.L) | 0.99% | 0% | 32.95% | 10/17/2024 |
 ITV (ITV.L) | 0.96% | 0% | 31.12% | 5/15/2025 |
 Alphabet (GOOG) | 0.87% | 0% | 25.86% | 8/15/2024 |
 Microsoft (MSFT) | 0.83% | 0% | 25.86% | 8/15/2024 |
 BHP (BHP) | 0.75% | 0% | 32.15% | 10/10/2024 |
 BP (BP.L) | 0.53% | 0% | 24.6% | 3/27/2025 |
 Marks & Spencer (MKS.L) | 0.52% | 0% | 14.07% | 5/6/2025 |
 Ferrari (RACE) | 0.44% | 0% | 20.14% | 3/6/2026 |
 McDonald's (MCD) | 0.4% | 0% | 17.85% | 6/6/2024 |
 Deere (DE) | 0.35% | 0% | 12.81% | 4/22/2024 |
 Monks (MNKS.L) | 0.22% | 5.19% | 7.09% | - |
 Alliance Trust (ALW.L) | 0.21% | 5.11% | 7.09% | - |
 Santander (SAN.MC) | 0.15% | 0% | 9.38% | 10/9/2024 |
 Biogen (BIIB) | 0.15% | 0% | 6.98% | 3/1/2024 |
 LVMH (MC.PA) | 0.15% | 0% | 9.15% | 3/21/2024 |
 Ishares Russell 2000 ETF (IWM) | 0.13% | 6.04% | 2.52% | - |
 Vanguard S&P 500 ETF (VOO) | 0.13% | 6.05% | 2.52% | - |
 Apple (AAPL) | 0.11% | 0% | 6.98% | 3/1/2024 |
 Steel Dynamics (STLD) | 0.1% | 0% | 7.32% | 3/4/2024 |
 GSK (GSK.L) | 0.09% | 5.04% | 1.72% | - |
 Ionq (IONQ) | 0.08% | 0% | 17.85% | 3/6/2026 |
 Disney (DIS) | 0.05% | 0% | 2.17% | 1/19/2024 |
 TEMIT (TEM.L) | 0.02% | 2.68% | 0.69% | - |
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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