Portfolio Diversification
Range
Most Diversified
38 instruments
October 28, 2023
Least Diversified
0 instruments
February 2, 2025
Average
28 instruments
Most Consistent Holdings
Top 5
BATS.L99.91%
EVR.L99.91%
ISF.L99.91%
ABDN.L98.72%
PHNX.L98.46%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| BAT (BATS.L) | 11.58% | 16.14% | 99.91% | - |
 Shell (SHEL.L) | 8.49% | 2.38% | 97.61% | - |
 BP (BP.L) | 7.56% | 5.3% | 92.75% | - |
 Rio Tinto (RIO.L) | 7.23% | 5.31% | 92.32% | - |
 Lloyd's (LLOY.L) | 6.71% | 14.26% | 88.65% | - |
 Direct Line Group (DLG.L) | 5.21% | 0% | 88.57% | 12/6/2024 |
 National Grid (NG.L) | 4.72% | 0% | 69.28% | 4/22/2024 |
 Sainsbury's (SBRY.L) | 4.36% | 4.87% | 88.65% | - |
 Legal & General (LGEN.L) | 3.92% | 2.84% | 91.04% | - |
 BHP (BHP.L) | 3.04% | 2.43% | 80.12% | - |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 2.79% | 3.48% | 99.91% | - |
 NatWest (NWG.L) | 2.44% | 6.72% | 45.73% | - |
 Imperial Brands (IMB.L) | 2.17% | 0% | 69.28% | 4/22/2024 |
 PHP (PHP.L) | 2.09% | 5.06% | 63.14% | - |
 IAG (IAG.L) | 2.07% | 0% | 69.45% | 4/24/2024 |
 Tesco (TSCO.L) | 1.98% | 0% | 69.45% | 4/24/2024 |
| Evraz PLC (EVR.L) | 1.88% | 1.09% | 99.91% | - |
| Phoenix (PHNX.L) | 1.85% | 5.45% | 98.46% | - |
 Centrica (CNA.L) | 1.82% | 2.58% | 77.39% | - |
 easyJet (EZJ.L) | 1.79% | 0% | 69.37% | 4/23/2024 |
 Persimmon (PSN.L) | 1.72% | 0.49% | 59.64% | - |
 Admiral (ADM.L) | 1.51% | 0% | 69.45% | 4/24/2024 |
 Barclays (BARC.L) | 1.43% | 2.35% | 95.73% | - |
 Aviva (AV.L) | 1.34% | 2.6% | 69.03% | - |
| abrdn (ABDN.L) | 1.21% | 1.32% | 98.72% | - |
 IDS (IDS.L) | 1.13% | 0% | 56.4% | 4/22/2024 |
 Polymetal International PLC (POLY.L) | 1.06% | 0% | 43.77% | 6/23/2023 |
 HSBC (HSBA.L) | 1.01% | 3% | 73.89% | - |
 Unilever (ULVR.L) | 0.87% | 1.12% | 72.7% | - |
 Anglo American (AAL.L) | 0.59% | 0.72% | 58.62% | - |
 Realty Income (O) | 0.56% | 1.1% | 48.21% | - |
 Diversified Energy (DEC.L) | 0.45% | 2.73% | 17.92% | - |
 Antofagasta (ANTO.L) | 0.45% | 0% | 48.12% | 4/24/2024 |
 Glencore (GLEN.L) | 0.43% | 0% | 35.92% | 4/24/2024 |
 UK Commercial Property Trust Ltd (UKCM.L) | 0.38% | 0% | 32.76% | 4/24/2024 |
 SSE (SSE.L) | 0.36% | 0% | 53.75% | 1/17/2024 |
 Lumen (LUMN) | 0.29% | 0% | 57.51% | 9/18/2024 |
 Barratt (BTRW.L) | 0.24% | 0.44% | 28.67% | - |
 Rolls-Royce (RR.L) | 0.2% | 0% | 13.91% | 2/24/2023 |
 Moneysupermarket (MONY.L) | 0.19% | 0% | 34.98% | 1/25/2024 |
 PZ Cussons (PZC.L) | 0.15% | 0.44% | 25.09% | - |
 Tritax (BBOX.L) | 0.1% | 0.63% | 13.82% | - |
 Fortescue (FMG.ASX) | 0.05% | 0.77% | 7.76% | - |
 Taylor Wimpey (TW.L) | 0.04% | 0.81% | 7.85% | - |
 Ashmore (ASHM.L) | 0.03% | 0.5% | 7.94% | - |
 GSK (GSK.L) | 0.02% | 0% | 1.45% | 1/17/2022 |
 B&M (BME.L) | 0.01% | 1.11% | 1.54% | - |
 Vodafone (VOD.L) | 0.01% | 0% | 9.04% | 1/19/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| BAT (BATS.L) | 17.1% | 17.79% |
| Lloyd's (LLOY.L) | 11.44% | 13.44% |
| NatWest (NWG.L) | 4.02% | 7.05% |
| BP (BP.L) | 7% | 6.43% |
| Rio Tinto (RIO.L) | 6.68% | 6.14% |
| Sainsbury's (SBRY.L) | 5.32% | 5.89% |
| PHP (PHP.L) | 5.39% | 5.1% |
| Phoenix (PHNX.L) | 5.13% | 4.86% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 3.88% | 4.17% |
| HSBC (HSBA.L) | 2.79% | 3.25% |
| Diversified Energy (DEC.L) | 2.12% | 3% |
| BHP (BHP.L) | 3.19% | 2.9% |
| Centrica (CNA.L) | 2.94% | 2.83% |
| Shell (SHEL.L) | 3.21% | 2.76% |
| Barclays (BARC.L) | 1.82% | 2.75% |
| Aviva (AV.L) | 2.83% | 2.67% |
| Legal & General (LGEN.L) | 2.07% | 2.04% |
| Evraz PLC (EVR.L) | 5.89% | 1.6% |
| abrdn (ABDN.L) | 1.99% | 1.55% |
| Unilever (ULVR.L) | 1.26% | 1.31% |
| Realty Income (O) | 1.29% | 1.25% |
| Anglo American (AAL.L) | 1% | 0.93% |
| Tritax (BBOX.L) | 0.81% | 0.74% |
| PZ Cussons (PZC.L) | 0.78% | 0.61% |