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Portfolio Diversification
Range
Most Diversified
9 instruments
August 23, 2023
Least Diversified
0 instruments
February 1, 2022
Average
3.1 instruments
Most Consistent Holdings
Top 5
DGE.L44.03%
CPG.L39.99%
RKT.L30.8%
ULVR.L28.81%
AZN.L24.9%
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 |
|---|---|---|---|---|
| Compass Group (CPG.L) | 8.93% | 29.1% | 39.99% | - |
| Diageo (DGE.L) | 7.64% | 0% | 44.03% | 7/31/2025 |
 RELX (REL.L) | 5.92% | 45.54% | 21.67% | - |
| AstraZeneca (AZN.L) | 5.12% | 0% | 24.9% | 8/14/2025 |
 GSK (GSK.L) | 3.96% | 0% | 18.38% | 10/29/2025 |
 Centrica (CNA.L) | 3.91% | 0% | 14.13% | 1/2/2025 |
 Legal & General (LGEN.L) | 3.59% | 0% | 23.18% | 8/7/2025 |
| Reckitt (RKT.L) | 3.57% | 0% | 30.8% | 5/6/2025 |
| Unilever (ULVR.L) | 3.51% | 0% | 28.81% | 10/24/2025 |
 Experian (EXPN.L) | 2.17% | 21.21% | 11.87% | - |
 SSE (SSE.L) | 1.99% | 0% | 16.67% | 9/30/2025 |
 Vodafone (VOD) | 1.08% | 0% | 7% | 11/14/2022 |
 Tesco (TSCO.L) | 0.89% | 0% | 4.73% | 4/3/2025 |
 Next (NXT.L) | 0.77% | 0% | 5.35% | 9/4/2022 |
 BAT (BATS.L) | 0.76% | 0% | 7.2% | 11/6/2024 |
 National Grid (NG.L) | 0.32% | 0% | 1.71% | 9/15/2025 |
 United Utilities (UU.L) | 0.32% | 0% | 6.31% | 8/23/2024 |
 Rio Tinto (RIO.L) | 0.09% | 0% | 0.34% | 2/6/2025 |
 Sainsbury's (SBRY.L) | 0.07% | 0% | 0.34% | 10/16/2024 |
 Pennon (PNN.L) | 0.05% | 0% | 2.06% | 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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