Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 UK100 Index (Non Expiry) (UK100) | 38.22% | 63.1% | 99.91% | - |
 Sibanye Stillwater (SBSW) | 1.93% | 1.58% | 92.74% | - |
 Vanguard Real Estate ETF (VNQ) | 1.55% | 1.76% | 92.83% | - |
 Invesco S&P 500 Low Volatility (SPLV) | 1.44% | 0% | 78.4% | 7/25/2024 |
 SPDR S&P 500 ETF (SPY) | 0.81% | 0% | 40.57% | 6/15/2023 |
 Vanguard Total Stock Market ETF (VTI) | 0.81% | 0% | 40.57% | 6/15/2023 |
 iShares Edge MSCI USA Quality (QUAL) | 0.79% | 0% | 40.47% | 6/14/2023 |
 Amazon (AMZN) | 0.7% | 0% | 62.45% | 1/26/2024 |
 Alphabet (GOOG) | 0.62% | 0% | 48.77% | 8/29/2023 |
 iShares Edge MSCI Min Vol USA (USMV) | 0.57% | 0% | 57.36% | 12/13/2023 |
 Microsoft (MSFT) | 0.53% | 0% | 37.08% | 4/26/2023 |
 Vanguard Dividend Appreciation ETF (VIG) | 0.32% | 0% | 6.89% | 8/10/2022 |
 ProShares S&P 500 Dividend Aristocrats ETF (NOBL) | 0.32% | 0% | 6.98% | 8/11/2022 |
 Alibaba (BABA) | 0.16% | 0% | 8.77% | 6/6/2022 |
 Nio (NIO) | 0.14% | 0% | 7.83% | 8/10/2022 |
 Tencent Music (TME) | 0.11% | 0% | 6.13% | 5/20/2022 |
 Sprott Physical Silver Trust (PSLV) | 0.04% | 0% | 2.45% | 4/12/2022 |
 PayPal (PYPL) | 0.03% | 0% | 1.13% | 3/16/2022 |
 Meta (META) | 0.02% | 0% | 0.66% | 3/16/2022 |
 Baidu (BIDU) | 0.01% | 0% | 0.75% | 8/24/2022 |
 ASML (ASML) | 0% | 0% | 0.09% | 8/10/2022 |
 AMD (AMD) | 0% | 0% | 0.09% | 8/10/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2024
| Instrument | Invested | Value |
|---|---|---|
| UK100 Index (Non Expiry) (UK100) | 29.35% | 25.41% |
| Sibanye Stillwater (SBSW) | 2.85% | 1.76% |
| Invesco S&P 500 Low Volatility (SPLV) | 1.41% | 1.41% |
| Vanguard Real Estate ETF (VNQ) | 1.41% | 1.24% |
| Amazon (AMZN) | 0.94% | 0.97% |