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Portfolio Diversification
Range
Most Diversified
20 instruments
May 7, 2025
Least Diversified
0 instruments
May 6, 2025
Average
19.5 instruments
Most Consistent Holdings
Top 5
BATS.L97.81%
DGE.L97.81%
LLOY.L97.81%
NXT.L97.81%
RR.L97.81%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 6, 2025)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Rolls-Royce (RR.L) | 6.45% | 7.48% | 97.81% | - |
 HSBC (HSBA.L) | 5.94% | 7.3% | 97.22% | - |
| Lloyd's (LLOY.L) | 5.66% | 6.25% | 97.81% | - |
| BAT (BATS.L) | 5.48% | 5.23% | 97.81% | - |
 Smiths Group (SMIN.L) | 5.48% | 5.39% | 97.81% | - |
 Prudential (PRU.L) | 5.41% | 4.84% | 97.22% | - |
 GSK (GSK.L) | 5.2% | 5.23% | 97.22% | - |
 Tesco (TSCO.L) | 5.13% | 5.2% | 97.81% | - |
 AstraZeneca (AZN.L) | 5.05% | 4.67% | 97.61% | - |
 Smith & Nephew (SN.L) | 4.87% | 3.92% | 97.81% | - |
 Kainos (KNOS.L) | 4.78% | 6.41% | 97.61% | - |
 Legal & General (LGEN.L) | 4.66% | 4.98% | 97.42% | - |
| Next (NXT.L) | 4.61% | 4.68% | 97.81% | - |
 JD Sports (JD.L) | 4.53% | 3.75% | 97.81% | - |
 Intertek (ITRK.L) | 4.5% | 5.1% | 97.61% | - |
 Marks & Spencer (MKS.L) | 4.16% | 3.9% | 97.61% | - |
 Unilever (ULVR.L) | 3.88% | 3.47% | 97.22% | - |
| Diageo (DGE.L) | 3.52% | 3.08% | 97.81% | - |
 Sage (SGE.L) | 3.49% | 3.21% | 97.61% | - |
 FDM Group (FDM.L) | 2.55% | 1.76% | 97.81% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Rolls-Royce (RR.L) | 4.91% | 6.36% |
| Prudential (PRU.L) | 4.91% | 6.07% |
| HSBC (HSBA.L) | 4.91% | 6.02% |
| Lloyd's (LLOY.L) | 4.91% | 5.99% |
| BAT (BATS.L) | 4.91% | 5.59% |
| Kainos (KNOS.L) | 4.91% | 5.58% |
| AstraZeneca (AZN.L) | 4.91% | 5.51% |
| GSK (GSK.L) | 4.91% | 5.47% |
| Smiths Group (SMIN.L) | 4.91% | 5.32% |
| Tesco (TSCO.L) | 4.91% | 5.13% |
| Smith & Nephew (SN.L) | 4.91% | 5.01% |
| Next (NXT.L) | 4.91% | 4.77% |
| Legal & General (LGEN.L) | 4.91% | 4.73% |
| JD Sports (JD.L) | 4.91% | 4.55% |
| Intertek (ITRK.L) | 4.91% | 4.27% |
| Unilever (ULVR.L) | 4.91% | 3.9% |
| Marks & Spencer (MKS.L) | 4.91% | 3.8% |
| Sage (SGE.L) | 4.91% | 3.67% |
| Diageo (DGE.L) | 4.91% | 3.26% |
| FDM Group (FDM.L) | 4.91% | 2.4% |
Cash & Instruments Over Time
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