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Portfolio Diversification
Range
Most Diversified
39 instruments
December 20, 2025
Least Diversified
0 instruments
February 2, 2025
Average
29.8 instruments
Most Consistent Holdings
Top 5
BATS.L99.11%
EVR.L99.11%
ISF.L99.05%
ABDN.L98.27%
SDLF.L98.09%
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) | 10.99% | 6.17% | 99.11% | - |
 Lloyd's (LLOY.L) | 7.28% | 5.13% | 91.17% | - |
 BP (BP.L) | 6.64% | 4.23% | 94.04% | - |
 Shell (SHEL.L) | 6.55% | 2.29% | 97.44% | - |
 Rio Tinto (RIO.L) | 6.06% | 2.23% | 93.74% | - |
 Sainsbury's (SBRY.L) | 4.06% | 2.34% | 91.17% | - |
 Legal & General (LGEN.L) | 3.84% | 4.73% | 92.9% | - |
 Direct Line Group (DLG.L) | 3.64% | 0% | 61.9% | 12/6/2024 |
 PHP (PHP.L) | 3.5% | 6.76% | 73.4% | - |
 National Grid (NG.L) | 3.3% | 0% | 48.42% | 4/22/2024 |
 NatWest (NWG.L) | 2.96% | 2.84% | 61.18% | - |
 BHP (BHP.L) | 2.7% | 1.59% | 85.27% | - |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 2.57% | 1.22% | 99.05% | - |
| Phoenix (SDLF.L) | 2.27% | 2.2% | 98.09% | - |
 Imperial Brands (IMB.L) | 1.72% | 2.06% | 76.21% | - |
 Admiral (ADM.L) | 1.65% | 4.37% | 63.51% | - |
 Centrica (CNA.L) | 1.62% | 0% | 73.76% | 3/19/2026 |
 Aviva (AV.L) | 1.54% | 2% | 77.52% | - |
 Persimmon (PSN.L) | 1.53% | 2.67% | 70.84% | - |
 Barclays (BARC.L) | 1.48% | 0.95% | 96.12% | - |
| Evraz PLC (EVR.L) | 1.47% | 0.23% | 99.05% | - |
 IAG (IAG.L) | 1.45% | 0% | 48.54% | 4/24/2024 |
 Tesco (TSCO.L) | 1.38% | 0% | 48.54% | 4/24/2024 |
| abrdn (ABDN.L) | 1.34% | 2.01% | 98.27% | - |
 Taylor Wimpey (TW.L) | 1.33% | 7.74% | 34.76% | - |
 HSBC (HSBA.L) | 1.3% | 1.36% | 80.92% | - |
 easyJet (EZJ.L) | 1.25% | 0% | 48.48% | 4/23/2024 |
 Barratt (BTRW.L) | 1.12% | 7.08% | 49.31% | - |
 B&M (BME.L) | 1.02% | 4.2% | 30.29% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.99% | 3.55% | 24.51% | - |
 Unilever (ULVR.L) | 0.8% | 0% | 77.64% | 7/28/2026 |
 IDS (IDS.L) | 0.79% | 0% | 39.42% | 4/22/2024 |
 Diversified Energy (DEC.L) | 0.75% | 0% | 32.2% | 3/19/2026 |
 Harbour Energy (HBR.L) | 0.74% | 5.63% | 19.44% | - |
 Polymetal International PLC (POLY.L) | 0.74% | 0% | 30.59% | 6/23/2023 |
 British Land (BLND.L) | 0.57% | 2.82% | 25.16% | - |
 Ashmore (ASHM.L) | 0.55% | 3.12% | 34.76% | - |
 Realty Income (O) | 0.54% | 0% | 58.08% | 6/12/2026 |
 Anglo American (AAL.L) | 0.5% | 0% | 56.77% | 1/13/2026 |
 LondonMetric (LMP.L) | 0.38% | 2.07% | 14.97% | - |
 iShares $ Corporate Bond UCITS ETF (LQDE.L) | 0.35% | 2.48% | 27.31% | - |
 Antofagasta (ANTO.L) | 0.31% | 0% | 33.63% | 4/24/2024 |
 Glencore (GLEN.L) | 0.3% | 0% | 25.1% | 4/24/2024 |
 UK Commercial Property Trust Ltd (UKCM.L) | 0.26% | 0% | 22.9% | 4/24/2024 |
 SSE (SSE.L) | 0.25% | 0% | 37.57% | 1/17/2024 |
 PZ Cussons (PZC.L) | 0.24% | 0.56% | 46.75% | - |
 Tritax (BBOX.L) | 0.22% | 1.01% | 38.82% | - |
 Fortescue (FMG.ASX) | 0.21% | 0.32% | 34.65% | - |
 Lumen (LUMN) | 0.2% | 0% | 40.19% | 9/18/2024 |
 Rolls-Royce (RR.L) | 0.14% | 0% | 9.72% | 2/24/2023 |
 Moneysupermarket (MONY.L) | 0.13% | 0% | 24.45% | 1/25/2024 |
 Vanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE) | 0.12% | 0.66% | 15.15% | - |
 Man Group (EMG.L) | 0.11% | 0.36% | 22.42% | - |
 GSK (GSK.L) | 0.01% | 0% | 1.01% | 1/17/2022 |
 Vodafone (VOD.L) | 0.01% | 0% | 6.32% | 1/19/2024 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0% | 0.18% | 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 (SDLF.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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