Portfolio Diversification
Range
Most Diversified
69 instruments
September 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
40.2 instruments
Most Consistent Holdings
Top 5
RIO.L79.16%
MKS.L77.12%
PLUS.L77.12%
BATS.L76.26%
AMZN74.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since June 17, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Palo Alto Networks (PANW) | 3.27% | 0% | 72.29% | 2/1/2025 |
 HSBC (HSBA.L) | 3.19% | 0% | 56.39% | 3/25/2024 |
| Marks & Spencer (MKS.L) | 3.07% | 0% | 77.12% | 2/1/2025 |
 Rolls-Royce (RR.L) | 2.88% | 0% | 67.24% | 2/1/2025 |
 Meta (META) | 2.67% | 0% | 70.14% | 2/1/2025 |
 HeidelbergCement (HEI.DE) | 2.53% | 0% | 64.55% | 2/1/2025 |
 3i (III) | 2.5% | 0% | 64.55% | 2/1/2025 |
| Plus500 (PLUS.L) | 2.36% | 0% | 77.12% | 2/1/2025 |
 NVIDIA (NVDA) | 2.35% | 0% | 67.24% | 2/1/2025 |
 Alphabet (GOOG) | 2.34% | 0% | 72.18% | 1/6/2025 |
| Amazon (AMZN) | 2.2% | 0% | 74.87% | 2/1/2025 |
 Coca-Cola (KO) | 2.07% | 0% | 67.56% | 1/6/2025 |
| Rio Tinto (RIO.L) | 1.93% | 0% | 79.16% | 10/24/2024 |
| BAT (BATS.L) | 1.89% | 0% | 76.26% | 2/1/2025 |
 NatWest (NWG.L) | 1.89% | 0% | 45.44% | 2/1/2025 |
 Unilever (ULVR.L) | 1.76% | 0% | 25.03% | 3/15/2023 |
 Charles Schwab (SCHW) | 1.72% | 0% | 71.11% | 2/1/2025 |
 Imperial Brands (IMB.L) | 1.69% | 0% | 23.09% | 2/9/2023 |
 Microsoft (MSFT) | 1.57% | 0% | 69.5% | 1/6/2025 |
 SAP (SAP.DE) | 1.53% | 0% | 64.55% | 2/1/2025 |
 Bayer (BAYN.DE) | 1.47% | 0% | 66.38% | 10/24/2024 |
 Rentokil (RTO.L) | 1.38% | 0% | 16.22% | 3/17/2023 |
 Broadcom (AVGO) | 1.32% | 0% | 55.21% | 2/1/2025 |
 NetEase (NTES) | 1.3% | 0% | 58.65% | 10/24/2024 |
 Synopsys (SNPS) | 1.2% | 0% | 64.45% | 1/6/2025 |
 Hill & Smith (HILS.L) | 1.18% | 0% | 52.09% | 1/6/2025 |
 jrotllant | 1.17% | 0% | 7.41% | 12/2/2022 |
 Carnival (CCL.L) | 1.12% | 0% | 61.55% | 2/1/2025 |
 Burberry (BRBY.L) | 1.11% | 0% | 20.73% | 7/6/2023 |
 BOGG (BGEO.L) | 1.08% | 0% | 64.45% | 1/6/2025 |
 Mitchells & Butlers (MAB.L) | 1.06% | 0% | 49.3% | 1/6/2025 |
 Netflix (NFLX) | 1.06% | 0% | 68.21% | 2/1/2025 |
 Ally (ALLY) | 0.98% | 0% | 66.27% | 1/6/2025 |
 Commerzbank (CBK.DE) | 0.98% | 0% | 58.43% | 2/1/2025 |
 Truist (TFC) | 0.97% | 0% | 66.27% | 1/6/2025 |
 Flutter (FLTR.L) | 0.95% | 0% | 67.24% | 2/1/2025 |
 Lancashire (LRE.L) | 0.89% | 0% | 64.55% | 2/1/2025 |
 Hannover Re (HNR1.DE) | 0.87% | 0% | 64.55% | 2/1/2025 |
 KLA (KLAC) | 0.85% | 0% | 56.5% | 10/24/2024 |
 Mitie (MTO.L) | 0.76% | 0% | 61.76% | 1/6/2025 |
 Covestro (1COV.DE) | 0.76% | 0% | 52.09% | 1/6/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.71% | 0% | 14.72% | 1/7/2025 |
 Glencore (GLEN.L) | 0.69% | 0% | 12.57% | 2/9/2023 |
 Babcock (BAB.L) | 0.65% | 0% | 36.31% | 1/6/2025 |
 Samsung (SMSN.L) | 0.64% | 0% | 11.92% | 3/22/2023 |
 FICO (FICO) | 0.63% | 0% | 61.76% | 1/6/2025 |
 Adidas (ADS.DE) | 0.62% | 0% | 48.87% | 2/1/2025 |
 Boeing (BA) | 0.62% | 0% | 23.85% | 4/25/2024 |
 Balfour Beatty (BBY.L) | 0.61% | 0% | 67.24% | 2/1/2025 |
 Beiersdorf (BEI.DE) | 0.61% | 0% | 64.34% | 1/6/2025 |
 ARM (ARM) | 0.6% | 0% | 49.84% | 1/6/2025 |
 NRG Energy (NRG) | 0.56% | 0% | 11.06% | 2/1/2025 |
 Centrica (CNA.L) | 0.56% | 0% | 40.06% | 9/16/2024 |
 Rheinmetall (RHM.DE) | 0.55% | 0% | 29.43% | 2/1/2025 |
 TBC (TBCG.L) | 0.54% | 0% | 42.21% | 6/13/2024 |
 Lloyd's (LLOY.L) | 0.52% | 0% | 7.63% | 4/6/2023 |
 Aston Martin (AML.L) | 0.5% | 0% | 47.26% | 10/2/2024 |
 ICBC (1398.HK) | 0.5% | 0% | 8.06% | 3/23/2023 |
 Daimler Truck (DTG.DE) | 0.49% | 0% | 36.31% | 1/6/2025 |
 Melrose (MRO.L) | 0.49% | 0% | 43.61% | 9/16/2024 |
 BMW (BMW.DE) | 0.48% | 0% | 64.34% | 1/6/2025 |
 Hochschild Mining (HOC.L) | 0.46% | 0% | 32.65% | 2/1/2025 |
 Copper (Expiring Future) (COPPER.FUT) | 0.45% | 0% | 2.69% | 8/26/2022 |
 Diageo (DGE.L) | 0.4% | 0% | 6.23% | 1/26/2023 |
 GSK (GSK.L) | 0.4% | 0% | 5.8% | 12/6/2022 |
 Wetherspoon (JDW.L) | 0.39% | 0% | 39.53% | 1/6/2025 |
 BP (BP.L) | 0.39% | 0% | 5.69% | 11/21/2022 |
 Volkswagen (VOW3.DE) | 0.37% | 0% | 5.26% | 9/28/2022 |
 PayPal (PYPL) | 0.35% | 0% | 4.83% | 2/8/2023 |
 Porsche (P911.DE) | 0.32% | 0% | 57.47% | 10/24/2024 |
 First Republic Bank (FRCB) | 0.3% | 0% | 29.65% | 1/10/2024 |
 Deutsche Bank (DB) | 0.26% | 0% | 26.1% | 2/1/2025 |
 Sage (SGE.L) | 0.24% | 0% | 35.66% | 2/1/2025 |
 Eli Lilly (LLY) | 0.24% | 0% | 29.86% | 1/6/2025 |
 Bitcoin (BTC) | 0.22% | 0% | 3.33% | 8/26/2022 |
 Zigup (ZIG.L) | 0.22% | 0% | 3.01% | 3/14/2023 |
 Coinbase (COIN) | 0.22% | 0% | 7.95% | 2/1/2025 |
 Vesuvius (VSVS.L) | 0.2% | 0% | 2.9% | 3/13/2023 |
 Silicon Motion (SIMO) | 0.2% | 0% | 10.31% | 7/26/2023 |
 Allianz (ALV.DE) | 0.19% | 0% | 36.95% | 2/1/2025 |
 Ethereum (ETH) | 0.19% | 0% | 2.58% | 8/19/2022 |
 BT (BT.L) | 0.19% | 0% | 2.36% | 8/4/2022 |
 KKR (KKR) | 0.19% | 0% | 15.57% | 2/1/2025 |
 Arista (ANET) | 0.18% | 0% | 23.09% | 2/1/2025 |
| 0.18% | 0% | 1.07% | 9/7/2022 | |
 Roku (ROKU) | 0.18% | 0% | 6.23% | 6/21/2023 |
 Crowdstrike (CRWD) | 0.17% | 0% | 25.78% | 7/30/2024 |
 Playtech (PTEC.L) | 0.17% | 0% | 2.79% | 3/20/2023 |
 Virgin Money (VMUK.L) | 0.16% | 0% | 3.65% | 3/13/2023 |
 XRP (XRP) | 0.16% | 0% | 1.61% | 8/19/2022 |
 Deutsche Bank (DBK.DE) | 0.16% | 0% | 32.55% | 2/1/2025 |
 Hasbro (HAS) | 0.16% | 0% | 14.61% | 10/5/2023 |
 Disney (DIS) | 0.16% | 0% | 2.26% | 12/17/2022 |
 AMD (AMD) | 0.16% | 0% | 31.58% | 10/24/2024 |
 Greencore (GNC.L) | 0.15% | 0% | 21.05% | 2/1/2025 |
 Barclays (BARC.L) | 0.15% | 0% | 1.93% | 4/4/2023 |
 Siemens Energy (ENR.DE) | 0.15% | 0% | 19.23% | 2/1/2025 |
 National Grid (NG.L) | 0.15% | 0% | 9.13% | 2/23/2023 |
 Hunting (HTG.L) | 0.15% | 0% | 20.3% | 12/9/2024 |
 Moneysupermarket (MONY.L) | 0.14% | 0% | 2.04% | 9/30/2022 |
 Caterpillar (CAT) | 0.13% | 0% | 26.1% | 2/1/2025 |
 Tesla (TSLA) | 0.13% | 0% | 4.73% | 5/26/2023 |
 Siemens (SIE.DE) | 0.13% | 0% | 15.57% | 2/1/2025 |
 ICG (ICG.L) | 0.13% | 0% | 26.64% | 1/6/2025 |
 CMC Markets (CMCX) | 0.12% | 0% | 12.78% | 1/6/2025 |
 Anglo American (AAL.L) | 0.12% | 0% | 1.72% | 9/26/2022 |
 BAE Systems (BA.L) | 0.12% | 0% | 24.06% | 1/6/2025 |
 IAG (IAG.L) | 0.11% | 0% | 4.94% | 2/1/2025 |
 Western Digital (WDC) | 0.11% | 0% | 23.31% | 1/6/2025 |
 First Solar (FSLR) | 0.1% | 0% | 11.49% | 9/13/2023 |
 Infineon (IFX.DE) | 0.09% | 0% | 11.92% | 10/26/2023 |
 Analisisciclico | 0.09% | 0% | 0.54% | 9/13/2022 |
 Admiral (ADM.L) | 0.09% | 0% | 1.29% | 9/22/2022 |
 Sainsbury's (SBRY.L) | 0.08% | 0% | 4.73% | 1/12/2023 |
 Alibaba (BABA) | 0.08% | 0% | 1.07% | 11/21/2022 |
 Crest Nicholson (CRST.L) | 0.08% | 0% | 2.15% | 3/16/2023 |
 Royal Caribbean (RCL) | 0.07% | 0% | 9.88% | 2/1/2025 |
 Tronox (TROX) | 0.07% | 0% | 1.07% | 9/16/2022 |
 DS Smith (SMDS.L) | 0.06% | 0% | 10.74% | 12/18/2024 |
 Rio Tinto (RIO) | 0.06% | 0% | 0.86% | 9/1/2022 |
 Snapchat (SNAP) | 0.05% | 0% | 3.22% | 5/25/2023 |
 Howmet Aerospace (HWM) | 0.04% | 0% | 5.8% | 2/1/2025 |
 SMA (S92.DE) | 0.04% | 0% | 8.06% | 9/19/2023 |
 Vonovia (VNA.DE) | 0.04% | 0% | 13.86% | 9/9/2024 |
 Progressive (PGR) | 0.04% | 0% | 15.47% | 2/1/2025 |
 Beazley (BEZ.L) | 0.04% | 0% | 0.86% | 3/22/2023 |
 Auto Trader (AUTO.L) | 0.03% | 0% | 2.04% | 12/16/2022 |
 Targa Resources (TRGP) | 0.03% | 0% | 2.79% | 2/1/2025 |
 United Airlines (UAL) | 0.03% | 0% | 2.79% | 2/1/2025 |
 Axon (AXON) | 0.03% | 0% | 5.8% | 2/1/2025 |
 MTU Aero Engines (MTX.DE) | 0.03% | 0% | 2.79% | 2/1/2025 |
 GoDaddy (GDDY) | 0.03% | 0% | 2.79% | 2/1/2025 |
 Zalando (ZAL.DE) | 0.03% | 0% | 2.79% | 2/1/2025 |
 Just Group (JUST.L) | 0.03% | 0% | 2.79% | 2/1/2025 |
 Metro Bank (MTRO.L) | 0.03% | 0% | 2.79% | 2/1/2025 |
 SSE (SSE.L) | 0.03% | 0% | 1.5% | 12/6/2022 |
 Tritax (BBOX.L) | 0.02% | 0% | 0.32% | 9/27/2022 |
 Penumbra (PEN) | 0.02% | 0% | 3.22% | 8/2/2023 |
 Antofagasta (ANTO.L) | 0.01% | 0% | 0.75% | 12/16/2022 |
 ConvaTec (CTEC.L) | 0.01% | 0% | 0.32% | 11/3/2022 |
 TUI AG (TUI.L) | 0.01% | 0% | 2.36% | 8/24/2023 |
 Ascential (ASCL.L) | 0.01% | 0% | 3.11% | 10/7/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 6.04% | 6.45% |
| 3i (III) | 5% | 5.32% |
| Meta (META) | 4.12% | 4.67% |
| SAP (SAP.DE) | 3.57% | 3.99% |
| Alphabet (GOOG) | 3.73% | 3.81% |
| HeidelbergCement (HEI.DE) | 3.08% | 3.64% |
| NVIDIA (NVDA) | 3.57% | 3.4% |
| Marks & Spencer (MKS.L) | 3.02% | 3.11% |
| Rheinmetall (RHM.DE) | 2.75% | 3.1% |
| Palo Alto Networks (PANW) | 2.47% | 2.55% |
| Hill & Smith (HILS.L) | 3.02% | 2.54% |
| Coinbase (COIN) | 3.02% | 2.28% |
| Hochschild Mining (HOC.L) | 2.47% | 2.28% |
| Commerzbank (CBK.DE) | 1.92% | 1.95% |
| Babcock (BAB.L) | 2.06% | 1.94% |
| Carnival (CCL.L) | 1.65% | 1.92% |
| BAT (BATS.L) | 1.78% | 1.86% |
| Amazon (AMZN) | 1.65% | 1.85% |
| Broadcom (AVGO) | 1.37% | 1.76% |
| Mitchells & Butlers (MAB.L) | 1.92% | 1.74% |
| Synopsys (SNPS) | 1.92% | 1.73% |
| UK100 Index (Non Expiry) (UK100) | 1.65% | 1.72% |
| BOGG (BGEO.L) | 1.78% | 1.7% |
| Lancashire (LRE.L) | 1.65% | 1.58% |
| Truist (TFC) | 1.37% | 1.47% |
| Charles Schwab (SCHW) | 1.37% | 1.45% |
| KKR (KKR) | 1.37% | 1.41% |
| Microsoft (MSFT) | 1.37% | 1.38% |
| Covestro (1COV.DE) | 1.24% | 1.37% |
| Siemens Energy (ENR.DE) | 1.1% | 1.32% |
| Coca-Cola (KO) | 1.37% | 1.31% |
| Netflix (NFLX) | 1.1% | 1.3% |
| CMC Markets (CMCX) | 1.65% | 1.26% |
| Plus500 (PLUS.L) | 1.1% | 1.19% |
| ARM (ARM) | 1.37% | 1.19% |
| Adidas (ADS.DE) | 1.1% | 1.15% |
| Deutsche Bank (DB) | 1.1% | 1.07% |
| Hannover Re (HNR1.DE) | 0.96% | 1.05% |
| Flutter (FLTR.L) | 0.82% | 1.01% |
| FICO (FICO) | 1.1% | 0.97% |
| Arista (ANET) | 0.82% | 0.97% |
| Mitie (MTO.L) | 0.82% | 0.85% |
| Sage (SGE.L) | 0.82% | 0.84% |
| Siemens (SIE.DE) | 0.82% | 0.84% |
| Balfour Beatty (BBY.L) | 0.82% | 0.83% |
| Eli Lilly (LLY) | 0.82% | 0.77% |
| Ally (ALLY) | 0.82% | 0.73% |
| Daimler Truck (DTG.DE) | 0.82% | 0.71% |
| Deutsche Bank (DBK.DE) | 0.55% | 0.58% |
| Caterpillar (CAT) | 0.55% | 0.57% |
| Royal Caribbean (RCL) | 0.55% | 0.54% |
| NatWest (NWG.L) | 0.55% | 0.53% |
| ICG (ICG.L) | 0.55% | 0.5% |
| Beiersdorf (BEI.DE) | 0.55% | 0.5% |
| Western Digital (WDC) | 0.55% | 0.48% |
| BAE Systems (BA.L) | 0.55% | 0.45% |
| Allianz (ALV.DE) | 0.27% | 0.3% |
| Howmet Aerospace (HWM) | 0.27% | 0.25% |
| Progressive (PGR) | 0.27% | 0.25% |
| Axon (AXON) | 0.27% | 0.24% |
| Greencore (GNC.L) | 0.27% | 0.24% |
| BMW (BMW.DE) | 0.27% | 0.23% |
| Wetherspoon (JDW.L) | 0.27% | 0.21% |