Portfolio Diversification
Range
Most Diversified
9 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
6.2 instruments
Most Consistent Holdings
Top 5
BARC.L99.91%
TW.L99.91%
WG.L99.91%
AAL.L84.95%
HTG.L41.51%
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 |
|---|---|---|---|---|
| Wood (WG.L) | 19.52% | 0% | 99.91% | 2/1/2025 |
| Barclays (BARC.L) | 18.47% | 0% | 99.91% | 2/1/2025 |
| Anglo American (AAL.L) | 12.95% | 0% | 84.95% | 2/1/2025 |
| Taylor Wimpey (TW.L) | 11.15% | 0% | 99.91% | 2/1/2025 |
| Hunting (HTG.L) | 8.91% | 0% | 41.51% | 4/26/2023 |
 Walgreens (WBA) | 4.17% | 0% | 38.32% | 2/1/2025 |
 Upwork (UPWK) | 2.3% | 0% | 32.03% | 1/9/2023 |
 Legal & General (LGEN.L) | 2% | 0% | 25.18% | 2/1/2025 |
 GBP/USD (GBPUSD) | 1.89% | 0% | 27.37% | 4/22/2024 |
 Crest Nicholson (CRST.L) | 1.2% | 0% | 15.05% | 2/5/2024 |
 RingCentral (RNG) | 0.9% | 0% | 17.43% | 5/16/2024 |
 Close Brothers (CBG.L) | 0.5% | 0% | 8.03% | 2/1/2025 |
 Aviva (AV.L) | 0.42% | 0% | 7.21% | 3/21/2022 |
 abrdn (ABDN.L) | 0.31% | 0% | 7.85% | 2/1/2025 |
 Bitcoin (BTC) | 0.17% | 0% | 7.94% | 10/25/2023 |
 Gold (Non Expiry) (GOLD) | 0.1% | 0% | 5.57% | 9/30/2024 |
 Navient (NAVI) | 0.07% | 0% | 1.64% | 1/18/2022 |
 Oil (Non Expiry) (OIL) | 0.01% | 0% | 0.27% | 6/8/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Anglo American (AAL.L) | 20.13% | 24.3% |
| Barclays (BARC.L) | 11.75% | 17.66% |
| Taylor Wimpey (TW.L) | 13.42% | 14.08% |
| Legal & General (LGEN.L) | 10.07% | 11.28% |
| Walgreens (WBA) | 16.78% | 10.18% |
| Close Brothers (CBG.L) | 6.71% | 7.71% |
| Wood (WG.L) | 11.75% | 5.43% |
| abrdn (ABDN.L) | 3.36% | 3.97% |