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Portfolio Diversification
Range
Most Diversified
19 instruments
December 20, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12 instruments
Most Consistent Holdings
Top 5
LGEN.L81.08%
VOD.L81.08%
LLOY.L80.95%
GEN.L80.95%
TW.L80.12%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since May 25, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Genuit (GEN.L) | 6.9% | 3.99% | 80.95% | - |
| Vodafone (VOD.L) | 6.79% | 6.53% | 81.08% | - |
| Lloyd's (LLOY.L) | 6.71% | 6.79% | 80.95% | - |
 Direct Line Group (DLG.L) | 6.22% | 0% | 69.43% | 6/25/2025 |
| Legal & General (LGEN.L) | 6.17% | 5.78% | 81.08% | - |
 BT (BT.L) | 5.59% | 4.74% | 75.53% | - |
 IAG (IAG.L) | 5.57% | 8.68% | 65.94% | - |
 Barclays (BARC.L) | 5.31% | 9.07% | 61.82% | - |
| Taylor Wimpey (TW.L) | 5.19% | 3.56% | 80.12% | - |
 Phoenix (SDLF.L) | 5.18% | 6.02% | 67.37% | - |
 NatWest (NWG.L) | 4.63% | 7.95% | 54.97% | - |
 ITV (ITV.L) | 4.04% | 3.48% | 68.81% | - |
 HSBC (HSBA.L) | 3.87% | 7.54% | 54.97% | - |
 M&G (MNG.L) | 3.38% | 5.7% | 54.97% | - |
 GSK (GSK.L) | 3.16% | 6.81% | 34.75% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 2.52% | 0% | 12.27% | 6/20/2023 |
 Moneysupermarket (MONY.L) | 1.83% | 2.55% | 34.48% | - |
 TP ICAP (TCAP.L) | 1.38% | 0% | 13.85% | 1/3/2023 |
 UK100 Index (Non Expiry) (UK100) | 1.23% | 0% | 5.55% | 3/13/2023 |
 Babcock (BAB.L) | 1.13% | 0% | 13.85% | 1/3/2023 |
 Unilever (ULVR.L) | 1.09% | 0% | 12.82% | 1/3/2023 |
 Wetherspoon (JDW.L) | 0.94% | 0% | 13.85% | 1/3/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.9% | 0% | 5.55% | 3/13/2023 |
 IDS (IDS.L) | 0.87% | 0% | 12.82% | 1/3/2023 |
 On the Beach (OTB.L) | 0.71% | 0% | 9.6% | 1/3/2023 |
 Admiral (ADM.L) | 0.7% | 5.1% | 13.64% | - |
 Smith & Nephew (SN.L) | 0.7% | 0% | 9.18% | 1/3/2023 |
 Diageo (DGE.L) | 0.65% | 5% | 13.78% | - |
 abrdn (ABDN.L) | 0.45% | 0% | 5.14% | 1/3/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.3% | 0% | 5.55% | 3/13/2023 |
 SPDR Gold (GLD) | 0.1% | 0% | 5.55% | 3/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Barclays (BARC.L) | 7.84% | 8.9% |
| NatWest (NWG.L) | 7.9% | 8.31% |
| IAG (IAG.L) | 7.99% | 8.22% |
| GSK (GSK.L) | 7.31% | 6.88% |
| Lloyd's (LLOY.L) | 6.12% | 6.52% |
| HSBC (HSBA.L) | 6.03% | 6.47% |
| Vodafone (VOD.L) | 6.45% | 6.45% |
| Phoenix (SDLF.L) | 5.56% | 5.69% |
| Legal & General (LGEN.L) | 5.86% | 5.55% |
| M&G (MNG.L) | 5.09% | 5.22% |
| Admiral (ADM.L) | 5.9% | 5.22% |
| BT (BT.L) | 4.92% | 4.83% |
| Diageo (DGE.L) | 5.92% | 4.76% |
| Genuit (GEN.L) | 5.05% | 4.17% |
| Taylor Wimpey (TW.L) | 4.56% | 4.02% |
| ITV (ITV.L) | 4.15% | 3.79% |
| Moneysupermarket (MONY.L) | 3.28% | 2.74% |
Cash & Instruments Over Time
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