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Portfolio Diversification
Range
Most Diversified
9 instruments
August 23, 2023
Least Diversified
0 instruments
February 1, 2022
Average
3 instruments
Most Consistent Holdings
Top 5
DGE.L37.88%
CPG.L37.64%
REL.L32.09%
RKT.L26.49%
ULVR.L24.78%
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 |
|---|---|---|---|---|
| RELX (REL.L) | 11.24% | 46.3% | 32.09% | - |
| Compass Group (CPG.L) | 8.69% | 0% | 37.64% | 3/26/2026 |
| Diageo (DGE.L) | 6.57% | 0% | 37.88% | 7/31/2025 |
 Experian (EXPN.L) | 4.86% | 22.19% | 23.66% | - |
 AstraZeneca (AZN.L) | 4.4% | 0% | 21.42% | 8/14/2025 |
 GSK (GSK.L) | 3.41% | 0% | 15.81% | 10/29/2025 |
 Centrica (CNA.L) | 3.36% | 0% | 12.15% | 1/2/2025 |
 Legal & General (LGEN.L) | 3.09% | 0% | 19.94% | 8/7/2025 |
| Reckitt (RKT.L) | 3.07% | 0% | 26.49% | 5/6/2025 |
| Unilever (ULVR.L) | 3.02% | 0% | 24.78% | 10/24/2025 |
 SSE (SSE.L) | 1.72% | 0% | 14.34% | 9/30/2025 |
 Vodafone (VOD) | 0.93% | 0% | 6.02% | 11/14/2022 |
 Tesco (TSCO.L) | 0.77% | 0% | 4.07% | 4/3/2025 |
 Next (NXT.L) | 0.66% | 0% | 4.6% | 9/4/2022 |
 BAT (BATS.L) | 0.66% | 0% | 6.19% | 11/6/2024 |
 National Grid (NG.L) | 0.28% | 0% | 1.47% | 9/15/2025 |
 United Utilities (UU.L) | 0.28% | 0% | 5.43% | 8/23/2024 |
 Rio Tinto (RIO.L) | 0.07% | 0% | 0.29% | 2/6/2025 |
 Sainsbury's (SBRY.L) | 0.06% | 0% | 0.29% | 10/16/2024 |
 Pennon (PNN.L) | 0.05% | 0% | 1.77% | 5/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| RELX (REL.L) | 49.52% | 47.32% |
| Compass Group (CPG.L) | 27.9% | 28.11% |
| Experian (EXPN.L) | 22.32% | 23.69% |
Cash & Instruments Over Time
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