Portfolio Diversification
Range
Most Diversified
19 instruments
December 20, 2022
Least Diversified
0 instruments
February 2, 2025
Average
10.7 instruments
Most Consistent Holdings
Top 5
DLG.L92.08%
LGEN.L74.24%
LLOY.L74.24%
VOD.L74.24%
GEN.L74.05%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since May 25, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Direct Line Group (DLG.L) | 8.31% | 8.07% | 92.08% | - |
| Genuit (GEN.L) | 7.96% | 5.68% | 74.05% | - |
| Vodafone (VOD.L) | 7.04% | 5.34% | 74.24% | - |
| Lloyd's (LLOY.L) | 6.7% | 7.38% | 74.24% | - |
| Legal & General (LGEN.L) | 6.57% | 5.59% | 74.24% | - |
 Taylor Wimpey (TW.L) | 5.83% | 4.02% | 73% | - |
 BT (BT.L) | 5.49% | 6.7% | 66.89% | - |
 Phoenix (PHNX.L) | 4.79% | 7.23% | 55.15% | - |
 IAG (IAG.L) | 4.38% | 8.61% | 53.15% | - |
 Barclays (BARC.L) | 4.08% | 8.49% | 47.42% | - |
 ITV (ITV.L) | 3.98% | 5.59% | 57.16% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 3.5% | 0% | 17.08% | 6/20/2023 |
 NatWest (NWG.L) | 3.19% | 9.35% | 37.88% | - |
 HSBC (HSBA.L) | 2.71% | 7.13% | 37.88% | - |
 M&G (MNG.L) | 2.46% | 5.97% | 37.88% | - |
 GSK (GSK.L) | 2.35% | 0% | 19.08% | 10/4/2023 |
 TP ICAP (TCAP.L) | 1.92% | 0% | 19.27% | 1/3/2023 |
 Moneysupermarket (MONY.L) | 1.76% | 0% | 19.27% | 1/3/2023 |
 UK100 Index (Non Expiry) (UK100) | 1.71% | 0% | 7.73% | 3/13/2023 |
 Babcock (BAB.L) | 1.57% | 0% | 19.27% | 1/3/2023 |
 Unilever (ULVR.L) | 1.51% | 0% | 17.84% | 1/3/2023 |
 Wetherspoon (JDW.L) | 1.31% | 0% | 19.27% | 1/3/2023 |
 Vanguard S&P 500 ETF (VOO) | 1.25% | 0% | 7.73% | 3/13/2023 |
 IDS (IDS.L) | 1.22% | 0% | 17.84% | 1/3/2023 |
 On the Beach (OTB.L) | 0.99% | 0% | 13.36% | 1/3/2023 |
 Smith & Nephew (SN.L) | 0.97% | 0% | 12.79% | 1/3/2023 |
 abrdn (ABDN.L) | 0.62% | 0% | 7.16% | 1/3/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.42% | 0% | 7.73% | 3/13/2023 |
 SPDR Gold (GLD) | 0.14% | 0% | 7.73% | 3/13/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| IAG (IAG.L) | 10.09% | 10.74% |
| NatWest (NWG.L) | 8.85% | 9.18% |
| Barclays (BARC.L) | 8.56% | 8.92% |
| Direct Line Group (DLG.L) | 7.69% | 8.23% |
| HSBC (HSBA.L) | 7.41% | 7.72% |
| Phoenix (PHNX.L) | 7.2% | 7.07% |
| BT (BT.L) | 6.71% | 6.75% |
| Genuit (GEN.L) | 6.74% | 6.51% |
| Lloyd's (LLOY.L) | 6.51% | 6.51% |
| M&G (MNG.L) | 6.52% | 6.43% |
| Legal & General (LGEN.L) | 6.37% | 6.28% |
| ITV (ITV.L) | 6.11% | 6.11% |
| Vodafone (VOD.L) | 6.07% | 5.99% |
| Taylor Wimpey (TW.L) | 5.07% | 4.86% |