Portfolio Diversification
Range
Most Diversified
69 instruments
September 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
41.4 instruments
Most Consistent Holdings
Top 5
PLUS.L79.14%
BATS.L78.3%
SCHW75.06%
RR.L74.65%
BBY.L74.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since June 17, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Rolls-Royce (RR.L) | 3.54% | 2.77% | 74.65% | - |
 HeidelbergCement (HEI.DE) | 2.67% | 0.91% | 70.82% | - |
 Marks & Spencer (MKS.L) | 2.63% | 0% | 69.16% | 6/5/2025 |
 Palo Alto Networks (PANW) | 2.53% | 0% | 56.03% | 2/3/2025 |
 3i (III) | 2.5% | 3.18% | 67.91% | - |
 HSBC (HSBA.L) | 2.47% | 0% | 43.64% | 3/25/2024 |
 Meta (META) | 2.35% | 0% | 68.99% | 10/1/2025 |
| Plus500 (PLUS.L) | 2.23% | 0% | 79.14% | 9/24/2025 |
 NVIDIA (NVDA) | 2.09% | 0% | 62.01% | 6/23/2025 |
| BAT (BATS.L) | 1.91% | 0% | 78.3% | 9/22/2025 |
 Amazon (AMZN) | 1.88% | 0% | 72.73% | 7/31/2025 |
| Charles Schwab (SCHW) | 1.85% | 0% | 75.06% | 10/1/2025 |
 NatWest (NWG.L) | 1.83% | 0% | 52.45% | 8/29/2025 |
 Alphabet (GOOG) | 1.81% | 0% | 55.86% | 1/6/2025 |
 SAP (SAP.DE) | 1.67% | 1.28% | 63.18% | - |
 Coca-Cola (KO) | 1.61% | 1.79% | 53.12% | - |
 Microsoft (MSFT) | 1.51% | 4.92% | 65.5% | - |
 Broadcom (AVGO) | 1.51% | 2.71% | 65.34% | - |
 Rio Tinto (RIO.L) | 1.5% | 0% | 61.26% | 10/24/2024 |
 Unilever (ULVR.L) | 1.4% | 1.35% | 26.6% | - |
 Imperial Brands (IMB.L) | 1.37% | 0% | 25.27% | 10/3/2025 |
 Netflix (NFLX) | 1.3% | 0% | 72.82% | 10/1/2025 |
| Balfour Beatty (BBY.L) | 1.29% | 1.82% | 74.65% | - |
 Commerzbank (CBK.DE) | 1.28% | 2.65% | 67.83% | - |
 Bayer (BAYN.DE) | 1.13% | 0% | 51.37% | 10/24/2024 |
 Rentokil (RTO.L) | 1.07% | 0% | 12.55% | 3/17/2023 |
 NetEase (NTES) | 1.01% | 0% | 45.39% | 10/24/2024 |
 Rheinmetall (RHM.DE) | 0.97% | 1.21% | 42.23% | - |
 BOGG (BGEO.L) | 0.97% | 0% | 56.36% | 8/20/2025 |
 Carnival (CCL.L) | 0.93% | 0% | 55.36% | 5/6/2025 |
 Synopsys (SNPS) | 0.93% | 0% | 49.88% | 1/6/2025 |
 Burberry (BRBY.L) | 0.91% | 0% | 22.86% | 5/28/2025 |
 Hill & Smith (HILS.L) | 0.91% | 0% | 40.32% | 1/6/2025 |
 jrotllant | 0.91% | 0% | 5.74% | 12/2/2022 |
 Lancashire (LRE.L) | 0.84% | 0% | 59.52% | 5/28/2025 |
 Mitchells & Butlers (MAB.L) | 0.82% | 0% | 38.15% | 1/6/2025 |
 Hannover Re (HNR1.DE) | 0.82% | 0.86% | 63.26% | - |
 Deutsche Bank (DB) | 0.81% | 3.14% | 42.81% | - |
 Flutter (FLTR.L) | 0.8% | 0% | 59.93% | 5/8/2025 |
 NRG Energy (NRG) | 0.77% | 1.36% | 26.35% | - |
 Ally (ALLY) | 0.76% | 0% | 51.29% | 1/6/2025 |
 Truist (TFC) | 0.75% | 0% | 51.29% | 1/6/2025 |
 Glencore (GLEN.L) | 0.67% | 0% | 18.7% | 6/23/2025 |
 KLA (KLAC) | 0.66% | 0% | 43.72% | 10/24/2024 |
 Babcock (BAB.L) | 0.64% | 0% | 34% | 8/20/2025 |
 Hochschild Mining (HOC.L) | 0.62% | 0.35% | 36.91% | - |
 Mitie (MTO.L) | 0.59% | 0% | 47.8% | 1/6/2025 |
 Covestro (1COV.DE) | 0.59% | 0% | 40.32% | 1/6/2025 |
 Siemens (SIE.DE) | 0.58% | 1.36% | 33.17% | - |
 Adidas (ADS.DE) | 0.58% | 0% | 49.29% | 6/20/2025 |
 UK100 Index (Non Expiry) (UK100) | 0.55% | 0% | 11.39% | 1/7/2025 |
 Bakkavor (BAKK.L) | 0.51% | 3.11% | 12.55% | - |
 Howmet Aerospace (HWM) | 0.5% | 2.29% | 27.1% | - |
 Samsung (SMSN.L) | 0.5% | 0% | 9.23% | 3/22/2023 |
 FICO (FICO) | 0.48% | 0% | 47.8% | 1/6/2025 |
 Boeing (BA) | 0.48% | 0% | 18.45% | 4/25/2024 |
 Beiersdorf (BEI.DE) | 0.47% | 0% | 49.79% | 1/6/2025 |
 ARM (ARM) | 0.47% | 0% | 38.57% | 1/6/2025 |
 Centrica (CNA.L) | 0.44% | 0% | 31.01% | 9/16/2024 |
 IAG (IAG.L) | 0.42% | 0% | 22.61% | 9/24/2025 |
 TBC (TBCG.L) | 0.42% | 0% | 32.67% | 6/13/2024 |
 Lloyd's (LLOY.L) | 0.4% | 0% | 5.9% | 4/6/2023 |
 Aston Martin (AML.L) | 0.39% | 0% | 36.58% | 10/2/2024 |
 Prudential (PRU.L) | 0.39% | 0% | 15.46% | 10/3/2025 |
 ICBC (1398.HK) | 0.39% | 0% | 6.23% | 3/23/2023 |
 Daimler Truck (DTG.DE) | 0.38% | 0% | 28.1% | 1/6/2025 |
 Melrose (MRO.L) | 0.38% | 0% | 33.75% | 9/16/2024 |
 BMW (BMW.DE) | 0.37% | 0% | 49.79% | 1/6/2025 |
 Barclays (BARC.L) | 0.36% | 1.85% | 9.14% | - |
 Copper (Expiring Future) (COPPER.FUT) | 0.35% | 0% | 2.08% | 8/26/2022 |
 BAE Systems (BA.L) | 0.34% | 2.42% | 32.83% | - |
 Diageo (DGE.L) | 0.31% | 0% | 4.82% | 1/26/2023 |
 GSK (GSK.L) | 0.31% | 0% | 4.49% | 12/6/2022 |
 Wetherspoon (JDW.L) | 0.3% | 0% | 30.59% | 1/6/2025 |
 BT (BT.L) | 0.3% | 0% | 9.81% | 9/24/2025 |
 BP (BP.L) | 0.3% | 0% | 4.41% | 11/21/2022 |
 Volkswagen (VOW3.DE) | 0.29% | 0% | 4.07% | 9/28/2022 |
 Greencore (GNC.L) | 0.27% | 0% | 27.85% | 8/1/2025 |
 PayPal (PYPL) | 0.27% | 0% | 3.74% | 2/8/2023 |
 Sage (SGE.L) | 0.26% | 0% | 36.08% | 5/15/2025 |
 Coinbase (COIN) | 0.26% | 0% | 14.55% | 5/15/2025 |
 Arista (ANET) | 0.26% | 0% | 27.43% | 5/28/2025 |
 Porsche (P911.DE) | 0.25% | 0% | 44.47% | 10/24/2024 |
 First Republic Bank (FRCB) | 0.23% | 0% | 22.94% | 1/10/2024 |
 Bilfinger (GBF.DE) | 0.22% | 0% | 6.65% | 8/29/2025 |
 Palantir (PLTR) | 0.22% | 0.92% | 17.21% | - |
 Axon (AXON) | 0.22% | 0% | 15.79% | 7/10/2025 |
 Royal Caribbean (RCL) | 0.21% | 0% | 18.7% | 7/29/2025 |
 Siemens Energy (ENR.DE) | 0.21% | 0% | 25.1% | 8/15/2025 |
 KKR (KKR) | 0.21% | 0% | 15.3% | 3/13/2025 |
 Fresnillo (FRES.L) | 0.21% | 0.43% | 10.56% | - |
 Airbus (AIR.PA) | 0.21% | 2.29% | 10.22% | - |
 MTU Aero Engines (MTX.DE) | 0.2% | 0% | 16.54% | 7/25/2025 |
 Allianz (ALV.DE) | 0.19% | 0% | 36.82% | 5/12/2025 |
 Eli Lilly (LLY) | 0.18% | 0% | 23.11% | 1/6/2025 |
 Standard Chartered (STAN.L) | 0.18% | 0.45% | 15.79% | - |
 Deutsche Bank (DBK.DE) | 0.18% | 0% | 34.25% | 5/23/2025 |
 Zalando (ZAL.DE) | 0.18% | 0% | 11.72% | 5/28/2025 |
 Bitcoin (BTC) | 0.17% | 0% | 2.58% | 8/26/2022 |
 Zigup (ZIG.L) | 0.17% | 0% | 2.33% | 3/14/2023 |
 Just Group (JUST.L) | 0.16% | 0% | 13.05% | 6/13/2025 |
 Currys (CURY.L) | 0.16% | 0% | 11.64% | 6/23/2025 |
 Vesuvius (VSVS.L) | 0.16% | 0% | 2.24% | 3/13/2023 |
 GoDaddy (GDDY) | 0.16% | 0% | 12.88% | 6/11/2025 |
 Silicon Motion (SIMO) | 0.15% | 0% | 7.98% | 7/26/2023 |
 Metro Bank (MTRO.L) | 0.15% | 0% | 12.47% | 8/1/2025 |
 Targa Resources (TRGP) | 0.15% | 0% | 9.56% | 5/2/2025 |
 Ethereum (ETH) | 0.15% | 0% | 2% | 8/19/2022 |
 Airtel Africa (AAF.L) | 0.15% | 0.93% | 5.07% | - |
| 0.14% | 0% | 0.83% | 9/7/2022 | |
 Roku (ROKU) | 0.14% | 0% | 4.82% | 6/21/2023 |
 Sysco (SYY) | 0.13% | 0% | 4.99% | 10/3/2025 |
 Crowdstrike (CRWD) | 0.13% | 0% | 19.95% | 7/30/2024 |
 Playtech (PTEC.L) | 0.13% | 0% | 2.16% | 3/20/2023 |
 Corning (GLW) | 0.13% | 2.25% | 4.99% | - |
 GE Vernova (GEV) | 0.13% | 0% | 6.9% | 8/15/2025 |
 Progressive (PGR) | 0.13% | 0% | 23.69% | 6/23/2025 |
 Virgin Money (VMUK.L) | 0.13% | 0% | 2.83% | 3/13/2023 |
 Seagate (STX.US) | 0.12% | 1.78% | 4.99% | - |
 AppLovin (APP) | 0.12% | 0% | 2.83% | 10/6/2025 |
 Diploma (DPLM.L) | 0.12% | 0% | 4.49% | 9/24/2025 |
 XRP (XRP) | 0.12% | 0% | 1.25% | 8/19/2022 |
 Anglo American (AAL.L) | 0.12% | 0% | 7.15% | 5/16/2025 |
 Western Digital (WDC) | 0.12% | 2.45% | 20.45% | - |
 Hasbro (HAS) | 0.12% | 0% | 11.31% | 10/5/2023 |
 Disney (DIS) | 0.12% | 0% | 1.75% | 12/17/2022 |
 AMD (AMD) | 0.12% | 0% | 24.44% | 10/24/2024 |
 National Grid (NG.L) | 0.11% | 0% | 7.07% | 2/23/2023 |
 Hunting (HTG.L) | 0.11% | 0% | 15.71% | 12/9/2024 |
 Moneysupermarket (MONY.L) | 0.11% | 0% | 1.58% | 9/30/2022 |
 Caterpillar (CAT) | 0.1% | 0% | 20.28% | 2/3/2025 |
 Tesla (TSLA) | 0.1% | 0% | 3.66% | 5/26/2023 |
 ICG (ICG.L) | 0.1% | 0% | 20.62% | 1/6/2025 |
 CMC Markets (CMCX) | 0.1% | 0% | 9.89% | 1/6/2025 |
 Next (NXT.L) | 0.1% | 1.83% | 6.65% | - |
 HENSOLDT (HAG.DE) | 0.09% | 0% | 4.24% | 10/15/2025 |
 SMA (S92.DE) | 0.09% | 0% | 10.64% | 9/2/2025 |
 United Airlines (UAL) | 0.09% | 0% | 10.39% | 5/12/2025 |
 Philip Morris (PM) | 0.09% | 0% | 3.99% | 7/22/2025 |
 RWE (RWE.DE) | 0.08% | 0.46% | 9.14% | - |
 First Solar (FSLR) | 0.08% | 0% | 8.89% | 9/13/2023 |
 Scout24 (G24.DE) | 0.08% | 0% | 4.82% | 7/18/2025 |
 Admiral (ADM.L) | 0.08% | 0% | 1.75% | 9/10/2025 |
 AJ Bell (AJB.L) | 0.07% | 0% | 5.24% | 10/3/2025 |
 Infineon (IFX.DE) | 0.07% | 0% | 9.23% | 10/26/2023 |
 Knorr-Bremse (KBX.DE) | 0.07% | 0% | 3.08% | 9/10/2025 |
 Analisisciclico | 0.07% | 0% | 0.42% | 9/13/2022 |
 Dr. Martens (DOCS.L) | 0.07% | 1.3% | 4.82% | - |
 HOCHTIEF (HOT.DE) | 0.06% | 3.52% | 2.16% | - |
 Sainsbury's (SBRY.L) | 0.06% | 0% | 3.66% | 1/12/2023 |
 MicroStrategy (MSTR) | 0.06% | 0% | 3.24% | 8/1/2025 |
 Nordex (NDX1.DE) | 0.06% | 0.89% | 2.83% | - |
 Oracle (ORCL) | 0.06% | 0% | 3.91% | 8/19/2025 |
 Alibaba (BABA) | 0.06% | 0% | 0.83% | 11/21/2022 |
 Crest Nicholson (CRST.L) | 0.06% | 0% | 1.66% | 3/16/2023 |
 Goldman Sachs (GS) | 0.06% | 3.15% | 3.16% | - |
 Games Workshop (GAW.L) | 0.06% | 0% | 3.33% | 9/10/2025 |
 Aurubis (NDA.DE) | 0.06% | 2.69% | 2.16% | - |
 American Express (AXP) | 0.06% | 1.83% | 3.16% | - |
 Tronox (TROX) | 0.06% | 0% | 0.83% | 9/16/2022 |
 Verisign (VRSN) | 0.05% | 0% | 3.16% | 7/18/2025 |
 RELX (REL.L) | 0.05% | 0% | 5.57% | 6/13/2025 |
 Micron (MU) | 0.05% | 2.28% | 3.16% | - |
 DS Smith (SMDS.L) | 0.05% | 0% | 8.31% | 12/18/2024 |
 Spirent (SPT.L) | 0.05% | 0% | 6.82% | 5/28/2025 |
 Cisco (CSCO) | 0.04% | 0% | 3.41% | 8/13/2025 |
 Rio Tinto (RIO) | 0.04% | 0% | 0.67% | 9/1/2022 |
 Lam Research (LRCX) | 0.04% | 0.89% | 2.41% | - |
 Endeavour Mining (EDV.L) | 0.04% | 0.81% | 2.41% | - |
 Warner Bros Discovery (WBD) | 0.04% | 0% | 2.33% | 10/31/2025 |
 Snapchat (SNAP) | 0.04% | 0% | 2.49% | 5/25/2023 |
 Shopify (SHOP) | 0.04% | 0% | 1.91% | 9/25/2025 |
 Legal & General (LGEN.L) | 0.03% | 0% | 6.32% | 6/23/2025 |
 ConvaTec (CTEC.L) | 0.03% | 0% | 2% | 7/1/2025 |
 Vonovia (VNA.DE) | 0.03% | 0% | 10.72% | 9/9/2024 |
 Beazley (BEZ.L) | 0.03% | 0% | 0.67% | 3/22/2023 |
 Apple (AAPL) | 0.03% | 0.91% | 3.16% | - |
 Vistra (VST) | 0.03% | 0% | 5.24% | 4/7/2025 |
 BASF (BAS.DE) | 0.03% | 0% | 4.9% | 5/5/2025 |
 SSE (SSE.L) | 0.03% | 0.92% | 2% | - |
 Auto Trader (AUTO.L) | 0.03% | 0% | 1.58% | 12/16/2022 |
 Morgan Sindall (MGNS) | 0.02% | 0.86% | 3.66% | - |
 Cardinal Health (CAH) | 0.02% | 0% | 2.91% | 8/7/2025 |
 Talanx (TLX.DE) | 0.02% | 0% | 1.91% | 6/13/2025 |
 Johnson & Johnson (JNJ) | 0.02% | 3.14% | 1% | - |
 Deutsche Boerse (DB1.DE) | 0.02% | 0% | 1.66% | 6/23/2025 |
 Tritax (BBOX.L) | 0.02% | 0% | 0.25% | 9/27/2022 |
 NextEra (NEE) | 0.02% | 3.11% | 1% | - |
 Munich Re (MUV2.DE) | 0.02% | 0.86% | 1.83% | - |
 IBM (IBM) | 0.01% | 0% | 1.75% | 7/24/2025 |
 Fresenius (FRE.DE) | 0.01% | 0.91% | 1% | - |
 Penumbra (PEN) | 0.01% | 0% | 2.49% | 8/2/2023 |
 AEP (AEP) | 0.01% | 2.27% | 1% | - |
 United Utilities (UU.L) | 0.01% | 2.25% | 0.83% | - |
 RENK Group AG (R3NK.DE) | 0.01% | 0% | 0.75% | 10/15/2025 |
 AstraZeneca (AZN.L) | 0.01% | 0% | 2.83% | 5/12/2025 |
 Antofagasta (ANTO.L) | 0.01% | 0% | 0.58% | 12/16/2022 |
 Segro (SGRO.L) | 0.01% | 1.78% | 0.83% | - |
 Severn Trent (SVT.L) | 0.01% | 1.8% | 0.83% | - |
 Exelon (EXC) | 0.01% | 2.21% | 0.83% | - |
 TUI AG (TUI.L) | 0.01% | 0% | 1.83% | 8/24/2023 |
 Vodafone (VOD.L) | 0.01% | 0% | 1.08% | 6/5/2025 |
 E.ON (EOAN.DE) | 0.01% | 0.89% | 0.83% | - |
 Ascential (ASCL.L) | 0.01% | 0% | 2.41% | 10/7/2024 |
 Amgen (AMGN) | 0% | 0.45% | 0.83% | - |
 Tapestry (TPR) | 0% | 0% | 0.91% | 5/23/2025 |
 KION (KGX.DE) | 0% | 0% | 0.33% | 10/31/2025 |
 Insulet (PODD) | 0% | 0% | 0.42% | 6/9/2025 |
 SPX500 Index (Non Expiry) (SPX500) | 0% | 0% | 0.33% | 4/4/2025 |
 CTS Eventim (EVD.DE) | 0% | 0% | 0.08% | 5/22/2025 |
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% |