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Portfolio Diversification
Range
Most Diversified
39 instruments
December 20, 2025
Least Diversified
0 instruments
February 2, 2025
Average
29.4 instruments
Most Consistent Holdings
Top 5
BATS.L99.67%
EVR.L99.67%
ISF.L99.67%
ABDN.L98.73%
PHNX.L98.53%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| BAT (BATS.L) | 11.59% | 6.58% | 99.67% | - |
 Lloyd's (LLOY.L) | 7.54% | 5.72% | 90.84% | - |
 Shell (SHEL.L) | 7.08% | 2.37% | 97.86% | - |
 BP (BP.L) | 6.93% | 4.56% | 94.05% | - |
 Rio Tinto (RIO.L) | 6.52% | 2.59% | 93.71% | - |
 Sainsbury's (SBRY.L) | 4.26% | 3.09% | 90.84% | - |
 Direct Line Group (DLG.L) | 4.08% | 0% | 69.43% | 12/6/2024 |
 Legal & General (LGEN.L) | 3.82% | 3.36% | 92.71% | - |
 National Grid (NG.L) | 3.7% | 0% | 54.31% | 4/22/2024 |
 PHP (PHP.L) | 3.16% | 6.52% | 70.84% | - |
 NatWest (NWG.L) | 3% | 2.77% | 57.19% | - |
 BHP (BHP.L) | 2.84% | 1.56% | 84.15% | - |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 2.73% | 1.53% | 99.67% | - |
| Phoenix (PHNX.L) | 2.3% | 1.99% | 98.53% | - |
 Centrica (CNA.L) | 1.81% | 0.98% | 82.01% | - |
 Imperial Brands (IMB.L) | 1.8% | 1.09% | 73.98% | - |
 IAG (IAG.L) | 1.62% | 0% | 54.45% | 4/24/2024 |
| Evraz PLC (EVR.L) | 1.62% | 0.31% | 99.67% | - |
 Barclays (BARC.L) | 1.55% | 1.01% | 96.39% | - |
 Tesco (TSCO.L) | 1.55% | 0% | 54.45% | 4/24/2024 |
 Persimmon (PSN.L) | 1.51% | 0.76% | 68.03% | - |
 Aviva (AV.L) | 1.5% | 1.6% | 75.45% | - |
 easyJet (EZJ.L) | 1.4% | 0% | 54.38% | 4/23/2024 |
 Admiral (ADM.L) | 1.34% | 4.38% | 59.73% | - |
 HSBC (HSBA.L) | 1.3% | 1.41% | 79.26% | - |
| abrdn (ABDN.L) | 1.26% | 1.68% | 98.73% | - |
 IDS (IDS.L) | 0.89% | 0% | 44.21% | 4/22/2024 |
 Unilever (ULVR.L) | 0.87% | 0.41% | 78.33% | - |
 Polymetal International PLC (POLY.L) | 0.83% | 0% | 34.31% | 6/23/2023 |
 Diversified Energy (DEC.L) | 0.83% | 1.31% | 35.38% | - |
 Taylor Wimpey (TW.L) | 0.69% | 5.24% | 27.49% | - |
 B&M (BME.L) | 0.69% | 3.92% | 22.54% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.64% | 8.84% | 16.05% | - |
 Realty Income (O) | 0.58% | 0.36% | 59.13% | - |
 Barratt (BTRW.L) | 0.58% | 4.17% | 43.81% | - |
 Anglo American (AAL.L) | 0.56% | 0% | 63.68% | 1/13/2026 |
 Antofagasta (ANTO.L) | 0.35% | 0% | 37.73% | 4/24/2024 |
 Glencore (GLEN.L) | 0.34% | 0% | 28.16% | 4/24/2024 |
 UK Commercial Property Trust Ltd (UKCM.L) | 0.3% | 0% | 25.69% | 4/24/2024 |
 British Land (BLND.L) | 0.29% | 3.26% | 16.79% | - |
 SSE (SSE.L) | 0.28% | 0% | 42.14% | 1/17/2024 |
 Ashmore (ASHM.L) | 0.27% | 3.03% | 27.56% | - |
 Harbour Energy (HBR.L) | 0.27% | 5.38% | 10.37% | - |
 Lumen (LUMN) | 0.23% | 0% | 45.08% | 9/18/2024 |
 PZ Cussons (PZC.L) | 0.21% | 0.58% | 41% | - |
 Fortescue (FMG.ASX) | 0.19% | 0.36% | 27.42% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.18% | 1.91% | 19.2% | - |
 Tritax (BBOX.L) | 0.18% | 0.37% | 32.11% | - |
 Rolls-Royce (RR.L) | 0.15% | 0% | 10.9% | 2/24/2023 |
 LondonMetric (LMP.L) | 0.15% | 2.89% | 5.35% | - |
 Moneysupermarket (MONY.L) | 0.15% | 0% | 27.42% | 1/25/2024 |
 Man Group (EMG.L) | 0.08% | 0.41% | 13.91% | - |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.05% | 0.79% | 5.95% | - |
 GSK (GSK.L) | 0.02% | 0% | 1.14% | 1/17/2022 |
 Vodafone (VOD.L) | 0.01% | 0% | 7.09% | 1/19/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.2% | 12/12/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 10.77% | 9.29% |
| PHP (PHP.L) | 7.31% | 6.59% |
| Lloyd's (LLOY.L) | 3.14% | 6.29% |
| BAT (BATS.L) | 4.56% | 6.19% |
| Taylor Wimpey (TW.L) | 4.63% | 4.2% |
| B&M (BME.L) | 5.09% | 3.84% |
| Legal & General (LGEN.L) | 3.68% | 3.56% |
| British Land (BLND.L) | 3.49% | 3.17% |
| BP (BP.L) | 3.41% | 3.13% |
| NatWest (NWG.L) | 1.1% | 3.01% |
| Barratt (BTRW.L) | 2.86% | 2.49% |
| Rio Tinto (RIO.L) | 2.24% | 2.43% |
| LondonMetric (LMP.L) | 2.55% | 2.23% |
| Harbour Energy (HBR.L) | 2.62% | 2.2% |
| Phoenix (PHNX.L) | 1.73% | 2.18% |
| Sainsbury's (SBRY.L) | 1.82% | 2.16% |
| abrdn (ABDN.L) | 1.69% | 1.59% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 1.35% | 1.56% |
| Ashmore (ASHM.L) | 1.61% | 1.47% |
| HSBC (HSBA.L) | 0.87% | 1.41% |
| Diversified Energy (DEC.L) | 1.34% | 1.38% |
| Admiral (ADM.L) | 1.55% | 1.34% |
| Shell (SHEL.L) | 1.52% | 1.33% |
| Barclays (BARC.L) | 0.5% | 1.27% |
| Aviva (AV.L) | 1.05% | 1.26% |
| BHP (BHP.L) | 1.2% | 1.2% |
| iShares $ Corporate Bond UCITS ETF (LQDE.L) | 1.17% | 1.01% |
| Centrica (CNA.L) | 0.8% | 0.91% |
| Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.91% | 0.79% |
| Persimmon (PSN.L) | 0.5% | 0.5% |
| Fortescue (FMG.ASX) | 0.41% | 0.44% |
| Unilever (ULVR.L) | 0.48% | 0.42% |
| Imperial Brands (IMB.L) | 0.45% | 0.41% |
| Man Group (EMG.L) | 0.31% | 0.38% |
| Tritax (BBOX.L) | 0.4% | 0.37% |
| PZ Cussons (PZC.L) | 0.48% | 0.37% |
| Realty Income (O) | 0.35% | 0.33% |
| Evraz PLC (EVR.L) | 1.61% | 0.32% |
| Anglo American (AAL.L) | 0.3% | 0.3% |
Cash & Instruments Over Time
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