Holdings over time
(Since March 7, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Bitcoin (BTC) | 5.83% | 16.49% | 90.54% | - |
 Tesco (TSCO.L) | 4.72% | 4.51% | 99.06% | - |
 IG Group (IGG.L) | 3.68% | 3.85% | 95.32% | - |
 Legal & General (LGEN.L) | 3.65% | 3.18% | 99.58% | - |
 Aviva (AV.L) | 3.62% | 2.8% | 99.58% | - |
 Sainsbury's (SBRY.L) | 3.59% | 2.83% | 93.24% | - |
 Centamin (CEY.L) | 3.57% | 0% | 97.61% | 11/13/2024 |
 Admiral (ADM.L) | 3.56% | 2.96% | 91.68% | - |
 Unilever (ULVR.L) | 3.35% | 2.71% | 99.48% | - |
 BAT (BATS.L) | 3% | 1.76% | 99.48% | - |
 Rolls-Royce (RR.L) | 2.72% | 5.26% | 84.72% | - |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 2.65% | 2.92% | 96.57% | - |
 AXA (CS.PA) | 2.6% | 2.23% | 94.7% | - |
 SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.51% | 1.89% | 97.51% | - |
 Tate & Lyle (TATE.L) | 2.5% | 1.62% | 99.38% | - |
 Ethereum (ETH) | 2.41% | 3.54% | 90.54% | - |
 AT&T (T) | 2.38% | 1.96% | 98.34% | - |
 Cardano (ADA) | 2.22% | 5.91% | 93.45% | - |
 Rio Tinto (RIO) | 2.15% | 1.51% | 96.47% | - |
 Kraft Heinz (KHC) | 2.13% | 1.43% | 96.88% | - |
 abrdn (ABDN.L) | 2.11% | 1.36% | 93.87% | - |
 Shell (SHEL.L) | 2.08% | 1.24% | 99.79% | - |
 Imperial Brands (IMB.L) | 2.01% | 1.48% | 99.79% | - |
 Direct Line Group (DLG.L) | 1.94% | 1.26% | 96.15% | - |
 Centrica (CNA.L) | 1.89% | 1.38% | 97.19% | - |
 Dunelm (DNLM.L) | 1.88% | 1.67% | 94.7% | - |
 Anglo American (AAL.L) | 1.77% | 1.42% | 93.14% | - |
 Phoenix (PHNX.L) | 1.63% | 0.92% | 99.69% | - |
 Mercedes-Benz (MBG.DE) | 1.47% | 0.75% | 98.34% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.43% | 1.37% | 84.3% | - |
 Greggs (GRG.L) | 1.34% | 1.28% | 81.5% | - |
 Realty Income (O) | 1.31% | 0.9% | 98.34% | - |
 Barratt (BTRW.L) | 1.29% | 0.74% | 97.61% | - |
 Main Street Capital (MAIN) | 1.24% | 1.21% | 90.96% | - |
 Verizon (VZ) | 1.18% | 0.77% | 97.92% | - |
 Moneysupermarket (MONY.L) | 1.15% | 0.86% | 81.5% | - |
 Renewables Infrastructure Group (TRIG.L) | 1.11% | 0.6% | 95.32% | - |
 Britvic (BVIC.L) | 1.01% | 1.38% | 79.52% | - |
 PHP (PHP.L) | 0.95% | 0.59% | 93.56% | - |
 ABF (ABF.L) | 0.92% | 0.87% | 92.31% | - |
 Porsche (P911.DE) | 0.8% | 0.45% | 79.52% | - |
 ITV (ITV.L) | 0.79% | 0.74% | 80.98% | - |
 GSK (GSK.L) | 0.79% | 0.77% | 71.1% | - |
 Tritax (BBOX.L) | 0.76% | 0.63% | 83.99% | - |
 Walgreens (WBA) | 0.67% | 0.17% | 88.15% | - |
 Energy Transfer (ET) | 0.49% | 0% | 24.74% | 12/28/2022 |
 Evoke (EVOK.L) | 0.32% | 0% | 62.06% | 2/16/2024 |
 Agree Realty (ADC) | 0.26% | 0.35% | 68.61% | - |
 Glencore (GLEN.L) | 0.25% | 0.3% | 57.69% | - |
 Smurfit Kappa (SWR.L) | 0.18% | 0.37% | 52.81% | - |
 Warner Bros Discovery (WBD) | 0.17% | 0.09% | 96.05% | - |
 Whitbread (WTB.L) | 0.13% | 0.13% | 72.25% | - |
 Games Workshop (GAW.L) | 0.11% | 0.19% | 61.43% | - |
 Amazon (AMZN) | 0.09% | 0.14% | 68.61% | - |
 Microsoft (MSFT) | 0.09% | 0.12% | 68.61% | - |
 BT (BT.L) | 0.07% | 0.17% | 42.41% | - |
 National Grid (NG.L) | 0.07% | 0.14% | 43.04% | - |
 STAG (STAG) | 0.06% | 0.08% | 63.93% | - |
 Mobico (MCG.L) | 0.06% | 0.08% | 57.07% | - |
 Diageo (DGE.L) | 0.05% | 0.07% | 51.46% | - |
 WPP (WPP.L) | 0.05% | 0.06% | 67.67% | - |
 RHI Magnesita (RHIM.L) | 0.03% | 0.12% | 20.48% | - |
 HSBC (HSBA.L) | 0.02% | 0.07% | 20.58% | - |
 BP (BP.L) | 0.01% | 0.21% | 4.05% | - |
 M&G (MNG.L) | 0.01% | 0.47% | 3.12% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| Bitcoin (BTC) | 4.49% | 7.35% |
| Tesco (TSCO.L) | 4.74% | 4.68% |
| Sainsbury's (SBRY.L) | 3.55% | 4.25% |
| Admiral (ADM.L) | 3.54% | 4.14% |
| Cardano (ADA) | 3.44% | 4.02% |
| IG Group (IGG.L) | 4.67% | 3.96% |
| Rolls-Royce (RR.L) | 1.26% | 3.68% |
| Legal & General (LGEN.L) | 3.85% | 3.44% |
| Aviva (AV.L) | 3.67% | 3.17% |
| Centamin (CEY.L) | 3.06% | 3.13% |
| Ethereum (ETH) | 2.2% | 3.07% |
| Unilever (ULVR.L) | 2.99% | 2.79% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.18% | 2.75% |
| AXA (CS.PA) | 2.4% | 2.46% |
| Rio Tinto (RIO) | 2.45% | 2.28% |
| abrdn (ABDN.L) | 2.21% | 2.26% |
| Kraft Heinz (KHC) | 2.29% | 2.1% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 2.52% | 2.01% |
| Centrica (CNA.L) | 1.28% | 1.99% |
| Dunelm (DNLM.L) | 1.77% | 1.93% |
| Tate & Lyle (TATE.L) | 2.46% | 1.84% |
| Direct Line Group (DLG.L) | 2.56% | 1.83% |
| AT&T (T) | 2.51% | 1.8% |
| BAT (BATS.L) | 2.53% | 1.74% |
| Moneysupermarket (MONY.L) | 1.19% | 1.63% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.69% | 1.61% |
| Greggs (GRG.L) | 1.19% | 1.56% |
| Shell (SHEL.L) | 1.27% | 1.55% |
| Anglo American (AAL.L) | 2.55% | 1.48% |
| Imperial Brands (IMB.L) | 1.27% | 1.37% |
| Barratt (BTRW.L) | 1.27% | 1.25% |
| Main Street Capital (MAIN) | 1.21% | 1.23% |
| ABF (ABF.L) | 0.73% | 1.21% |
| Realty Income (O) | 1.47% | 1.13% |
| Mercedes-Benz (MBG.DE) | 1.27% | 1.12% |
| Britvic (BVIC.L) | 1% | 1.1% |
| Phoenix (PHNX.L) | 1.28% | 1.07% |
| GSK (GSK.L) | 1.16% | 1.06% |
| Tritax (BBOX.L) | 1.11% | 1% |
| Renewables Infrastructure Group (TRIG.L) | 1.26% | 0.93% |
| ITV (ITV.L) | 1.08% | 0.9% |
| Verizon (VZ) | 1.28% | 0.85% |
| PHP (PHP.L) | 1.26% | 0.82% |
| Porsche (P911.DE) | 0.97% | 0.81% |
| Walgreens (WBA) | 1.18% | 0.66% |
| Glencore (GLEN.L) | 0.49% | 0.47% |
| Agree Realty (ADC) | 0.48% | 0.36% |
| Smurfit Kappa (SWR.L) | 0.3% | 0.33% |
| Evoke (EVOK.L) | 0.58% | 0.23% |
| Whitbread (WTB.L) | 0.16% | 0.2% |
| National Grid (NG.L) | 0.19% | 0.19% |
| BT (BT.L) | 0.18% | 0.18% |
| Games Workshop (GAW.L) | 0.18% | 0.17% |
| Amazon (AMZN) | 0.1% | 0.14% |
| Microsoft (MSFT) | 0.1% | 0.14% |
| Warner Bros Discovery (WBD) | 0.32% | 0.13% |
| Mobico (MCG.L) | 0.17% | 0.11% |
| STAG (STAG) | 0.1% | 0.1% |
| Diageo (DGE.L) | 0.13% | 0.1% |
| WPP (WPP.L) | 0.1% | 0.06% |