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.L46.12%
RKT.L37.17%
ULVR.L29.75%
LGEN.L28.73%
CPG.L26.43%
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 |
|---|---|---|---|---|
| Diageo (DGE.L) | 7.3% | 27.48% | 46.12% | - |
 Centrica (CNA.L) | 4.86% | 0% | 17.56% | 1/2/2025 |
 GSK (GSK.L) | 4.83% | 0% | 22.42% | 3/7/2025 |
| Compass Group (CPG.L) | 4.52% | 0% | 26.43% | 4/4/2025 |
| Legal & General (LGEN.L) | 4.45% | 0% | 28.73% | 10/30/2024 |
| Reckitt (RKT.L) | 4.14% | 0% | 37.17% | 8/22/2024 |
 AstraZeneca (AZN.L) | 3.58% | 18.56% | 21.06% | - |
| Unilever (ULVR.L) | 2.87% | 0% | 29.75% | 3/4/2025 |
 SSE (SSE.L) | 1.89% | 0% | 18.33% | 4/29/2024 |
 RELX (REL.L) | 1.62% | 23.84% | 12.02% | - |
 Vodafone (VOD) | 1.34% | 0% | 8.7% | 11/14/2022 |
 Tesco (TSCO.L) | 1.11% | 0% | 5.88% | 4/3/2025 |
 Next (NXT.L) | 0.95% | 0% | 6.65% | 9/4/2022 |
 BAT (BATS.L) | 0.95% | 0% | 8.95% | 11/6/2024 |
 Experian (EXPN.L) | 0.49% | 25.58% | 4.43% | - |
 United Utilities (UU.L) | 0.4% | 0% | 7.84% | 8/23/2024 |
 National Grid (NG.L) | 0.24% | 0% | 1.02% | 3/17/2025 |
 Rio Tinto (RIO.L) | 0.11% | 0% | 0.43% | 2/6/2025 |
 Sainsbury's (SBRY.L) | 0.09% | 0% | 0.43% | 10/16/2024 |
 Pennon (PNN.L) | 0.07% | 0% | 2.56% | 5/23/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Centrica (CNA.L) | 34.08% | 37.75% |
| AstraZeneca (AZN.L) | 31.36% | 33.5% |
| GSK (GSK.L) | 34.08% | 31.7% |