Portfolio Diversification
Range
Most Diversified
52 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
18.6 instruments
Most Consistent Holdings
Top 5
BRK.B99.87%
BARC.L99.87%
LLOY.L99.87%
STAN.L99.87%
DRX.L99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 BYD (01211.HK) | 12.05% | 0% | 42.36% | 5/23/2024 |
 Alibaba (9988.HK) | 9.77% | 0% | 28.69% | 2/29/2024 |
| Barclays (BARC.L) | 9.62% | 0% | 99.87% | 2/1/2025 |
 Alibaba (BABA) | 9.51% | 0% | 35.19% | 2/20/2024 |
 Rank Group (RNK.L) | 7.75% | 0% | 15.41% | 12/11/2024 |
 Newmont (NEM) | 7.53% | 0% | 9.43% | 2/1/2025 |
 QinetiQ (QQ.L) | 5.62% | 0% | 13.28% | 7/20/2023 |
 Legal & General (LGEN.L) | 5.37% | 0% | 32.27% | 2/1/2025 |
 Card Factory (CARD.L) | 4.22% | 0% | 15.8% | 5/3/2023 |
 PHP (PHP.L) | 4.04% | 0% | 8.5% | 5/14/2024 |
 Babcock (BAB.L) | 3.65% | 0% | 10.09% | 11/20/2024 |
 Marston's (MARS.L) | 2.99% | 0% | 8.23% | 10/18/2024 |
 Workspace (WKP.L) | 2.3% | 0% | 9.56% | 8/16/2023 |
 Assura (AGR.L) | 2.25% | 0% | 4.52% | 5/14/2024 |
 Playtech (PTEC.L) | 1.03% | 0% | 2.79% | 9/6/2024 |
 Entain (ENT.L) | 1.03% | 0% | 2.79% | 5/4/2023 |
 Centrica (CNA.L) | 0.99% | 0% | 3.72% | 3/4/2024 |
 Close Brothers (CBG.L) | 0.99% | 0% | 2.52% | 3/11/2024 |
 Tritax (BBOX.L) | 0.93% | 0% | 4.78% | 2/7/2023 |
 Plus500 (PLUS.L) | 0.87% | 0% | 9.16% | 3/13/2023 |
 Camtek (CAMT) | 0.83% | 0% | 3.59% | 4/1/2024 |
 Kier (KIE.L) | 0.82% | 0% | 2.12% | 1/30/2025 |
 SSE (SSE.L) | 0.63% | 0% | 3.05% | 3/13/2023 |
 ICG (ICG.L) | 0.61% | 0% | 4.25% | 2/3/2023 |
 Hargreaves Lansdown (HL.L) | 0.6% | 0% | 4.25% | 2/9/2023 |
 Britvic (BVIC.L) | 0.56% | 0% | 1.2% | 7/3/2024 |
 On the Beach (OTB.L) | 0.53% | 0% | 2.39% | 5/4/2023 |
 Chrysalis Investments (CHRY.L) | 0.25% | 0% | 1.33% | 6/24/2024 |
 Pph Hotel Group (PPH.L) | 0.23% | 0% | 2.52% | 12/9/2024 |
 Tullow (TLW.L) | 0.22% | 0% | 1.2% | 2/17/2023 |
 Ferrexpo (FXPO.L) | 0.22% | 0% | 1.2% | 7/31/2024 |
 Fresnillo (FRES.L) | 0.21% | 0% | 14.61% | 2/1/2025 |
 Whitbread (WTB.L) | 0.14% | 0% | 39.97% | 5/22/2024 |
 Barrick (GOLD.BARRICK) | 0.11% | 0% | 0.4% | 3/16/2023 |
 VanEck Vectors Junior Gold Miners ETF (GDXJ) | 0.1% | 0% | 0.27% | 4/14/2023 |
 TP ICAP (TCAP.L) | 0.08% | 0% | 78.35% | 8/22/2024 |
 Phoenix (PHNX.L) | 0.07% | 0% | 99.87% | 2/1/2025 |
 Shaftesbury Capital (SHC.L) | 0.05% | 0% | 2.79% | 4/2/2024 |
 HKEX (00388.HK) | 0.05% | 0% | 0.53% | 8/27/2024 |
 B2Gold (BTG.US) | 0.05% | 0% | 0.27% | 3/15/2023 |
 Greggs (GRG.L) | 0.03% | 0% | 99.87% | 2/1/2025 |
 Just Group (JUST.L) | 0.03% | 0% | 0.13% | 7/19/2023 |
 Bellway (BWY.L) | 0.03% | 0% | 99.87% | 2/1/2025 |
 Vistry (VTY.L) | 0.03% | 0% | 99.87% | 2/1/2025 |
| Berkshire Hathaway (BRK.B) | 0.03% | 0% | 99.87% | 2/1/2025 |
 Dunelm (DNLM.L) | 0.03% | 0% | 99.87% | 2/1/2025 |
| Standard Chartered (STAN.L) | 0.03% | 0% | 99.87% | 2/1/2025 |
 HSBC (HSBA.L) | 0.02% | 0% | 97.74% | 1/16/2025 |
| Lloyd's (LLOY.L) | 0.02% | 0% | 99.87% | 2/1/2025 |
 DS Smith (SMDS.L) | 0.02% | 0% | 0.27% | 4/20/2023 |
 HICL Infrastructure (HICL.L) | 0.02% | 0% | 99.87% | 2/1/2025 |
| Drax Group (DRX.L) | 0.01% | 0% | 99.87% | 2/1/2025 |
 Safestore (SAFE.L) | 0.01% | 0% | 0.13% | 3/13/2024 |
 Burberry (BRBY.L) | 0.01% | 0% | 49.27% | 2/1/2025 |
 Virgin Money (VMUK.L) | 0.01% | 0% | 9.56% | 3/16/2023 |
 Synthomer (SYNT.L) | 0% | 0% | 33.07% | 9/18/2023 |
 Man Group (EMG.L) | 0% | 0% | 9.83% | 2/1/2025 |
 Prudential (PRU.L) | 0% | 0% | 9.69% | 2/1/2025 |
 iShares 20+ Year Treasury Bond ETF (TLT) | 0% | 0% | 3.72% | 1/30/2023 |
 Netflix (NFLX) | 0% | 0% | 3.72% | 1/30/2023 |
 Tencent (0700.HK) | 0% | 0% | 3.85% | 1/31/2023 |
 Scottish Mortgage (SMT.L) | 0% | 0% | 3.85% | 1/31/2023 |
 Celsius (CELH) | 0% | 0% | 3.72% | 1/30/2023 |
 Global X Uranium ETF (URA) | 0% | 0% | 3.72% | 1/30/2023 |
 Goldman Sachs (GS) | 0% | 0% | 3.72% | 1/30/2023 |
 Pinterest (PINS) | 0% | 0% | 3.72% | 1/30/2023 |
 Visa (V) | 0% | 0% | 3.72% | 1/30/2023 |
 JPMorgan (JPM) | 0% | 0% | 3.72% | 1/30/2023 |
 Coca-Cola (KO) | 0% | 0% | 3.72% | 1/30/2023 |
 MercadoLibre (MELI) | 0% | 0% | 3.72% | 1/30/2023 |
 Citi (C) | 0% | 0% | 3.72% | 1/30/2023 |
 Sea (SE) | 0% | 0% | 3.72% | 1/30/2023 |
 Block Inc. (XYZ) | 0% | 0% | 3.72% | 1/30/2023 |
 PayPal (PYPL) | 0% | 0% | 3.72% | 1/30/2023 |
 Tilray (TLRY) | 0% | 0% | 3.72% | 1/30/2023 |
 Adobe (ADBE) | 0% | 0% | 3.72% | 1/30/2023 |
 Amazon (AMZN) | 0% | 0% | 3.72% | 1/30/2023 |
 Alphabet (GOOG) | 0% | 0% | 3.72% | 1/30/2023 |
 Apple (AAPL) | 0% | 0% | 3.72% | 1/30/2023 |
 Cloudflare (NET) | 0% | 0% | 3.72% | 1/30/2023 |
 Plug Power (PLUG) | 0% | 0% | 3.72% | 1/30/2023 |
 Nio (NIO) | 0% | 0% | 3.72% | 1/30/2023 |
 Crowdstrike (CRWD) | 0% | 0% | 3.72% | 1/30/2023 |
 Tesla (TSLA) | 0% | 0% | 3.72% | 1/30/2023 |
 GameStop (GME) | 0% | 0% | 3.72% | 1/30/2023 |
 AMC (AMC) | 0% | 0% | 2.66% | 1/30/2023 |
 AMC pref (APE.US) | 0% | 0% | 0% | - |
 Meituan (03690.HK) | 0% | 0% | 0% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Newmont (NEM) | 99.69% | 99.63% |
| Phoenix (PHNX.L) | 0.06% | 0.05% |
| Standard Chartered (STAN.L) | 0.02% | 0.03% |
| HSBC (HSBA.L) | 0.02% | 0.03% |
| Barclays (BARC.L) | 0.02% | 0.03% |
| Berkshire Hathaway (BRK.B) | 0.02% | 0.03% |
| Dunelm (DNLM.L) | 0.01% | 0.02% |
| Bellway (BWY.L) | 0.01% | 0.02% |
| Man Group (EMG.L) | 0.02% | 0.02% |
| Greggs (GRG.L) | 0.01% | 0.02% |
| Drax Group (DRX.L) | 0.02% | 0.02% |
| Prudential (PRU.L) | 0.02% | 0.02% |
| Lloyd's (LLOY.L) | 0.02% | 0.02% |
| Legal & General (LGEN.L) | 0.02% | 0.02% |
| Fresnillo (FRES.L) | 0.02% | 0.02% |
| Vistry (VTY.L) | 0.02% | 0.01% |
| HICL Infrastructure (HICL.L) | 0.02% | 0.01% |
| Burberry (BRBY.L) | 0.02% | 0.01% |