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Portfolio Diversification
Range
Most Diversified
22 instruments
March 5, 2026
Least Diversified
0 instruments
January 1, 2024
Average
8.3 instruments
Most Consistent Holdings
Top 5
KO52.9%
BT.L52.9%
GSK.L52.9%
EVR.L52.9%
ISF.L52.9%
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 |
|---|---|---|---|---|
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 4.18% | 4.82% | 52.9% | - |
 iShares Core Dividend Growth ETF (DGRO) | 4.08% | 4.76% | 52.9% | - |
 Vanguard S&P 500 ETF (VOO) | 4.05% | 4.79% | 52.9% | - |
| GSK (GSK.L) | 4.02% | 4.62% | 52.9% | - |
| Coca-Cola (KO) | 3.99% | 4.85% | 52.9% | - |
| BT (BT.L) | 3.91% | 4.63% | 52.9% | - |
 A.G. Barr (BAG.L) | 3.58% | 4.93% | 50.88% | - |
 BP (BP.L) | 3.5% | 4.71% | 52.64% | - |
 Volkswagen (VOW3.DE) | 2.82% | 4.15% | 47.23% | - |
 Alphabet (GOOG) | 2.52% | 4.4% | 39.8% | - |
 Realty Income (O) | 2.44% | 4.97% | 39.42% | - |
 Schroders (SDR.L) | 2.07% | 4.86% | 36.65% | - |
 Lloyd's (LLOY.L) | 1.96% | 4.5% | 34.13% | - |
 McDonald's (MCD) | 1.68% | 4.92% | 31.86% | - |
 Safe Bulkers (SB) | 1.33% | 4.73% | 26.2% | - |
 Bitcoin (BTC) | 1.24% | 2.69% | 29.22% | - |
 Invesco QQQ (QQQ) | 1.22% | 4.74% | 23.93% | - |
 easyJet (EZJ.L) | 1.15% | 3.89% | 22.67% | - |
 Tesco (TSCO.L) | 0.93% | 4.72% | 18.64% | - |
 Apple (AAPL) | 0.21% | 0% | 4.16% | 4/23/2025 |
 Berkshire Hathaway (BRK.B) | 0.15% | 4.82% | 3.27% | - |
| Evraz PLC (EVR.L) | 0.14% | 0.16% | 52.9% | - |
 Experian (EXPN.L) | 0.02% | 4.93% | 0.38% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Lloyd's (LLOY.L) | 4.43% | 5.34% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 4.96% | 5.3% |
| Vanguard S&P 500 ETF (VOO) | 4.69% | 5.26% |
| easyJet (EZJ.L) | 4.82% | 5.19% |
| iShares Core Dividend Growth ETF (DGRO) | 5.16% | 5.15% |
| Invesco QQQ (QQQ) | 5.16% | 5.15% |
| Schroders (SDR.L) | 5.16% | 5.15% |
| GSK (GSK.L) | 4.32% | 5.14% |
| Tesco (TSCO.L) | 5.16% | 5.05% |
| Coca-Cola (KO) | 5.16% | 5.02% |
| Volkswagen (VOW3.DE) | 5.16% | 5.01% |
| Realty Income (O) | 5.16% | 4.93% |
| McDonald's (MCD) | 5.16% | 4.92% |
| Alphabet (GOOG) | 3.61% | 4.85% |
| A.G. Barr (BAG.L) | 5.16% | 4.71% |
| Safe Bulkers (SB) | 4.27% | 4.62% |
| BP (BP.L) | 4.87% | 4.43% |
| BT (BT.L) | 5.16% | 4.33% |
| Bitcoin (BTC) | 5.16% | 3.62% |
| Evraz PLC (EVR.L) | 1.03% | 0.16% |
Cash & Instruments Over Time
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