Portfolio Diversification
Range
Most Diversified
19 instruments
December 20, 2022
Least Diversified
0 instruments
February 2, 2025
Average
11 instruments
Most Consistent Holdings
Top 5
DLG.L86.07%
LGEN.L77.06%
LLOY.L77.06%
VOD.L77.06%
GEN.L76.89%
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 |
|---|---|---|---|---|
| Direct Line Group (DLG.L) | 7.71% | 0% | 86.07% | 6/25/2025 |
| Genuit (GEN.L) | 7.62% | 4.1% | 76.89% | - |
| Vodafone (VOD.L) | 6.85% | 5.62% | 77.06% | - |
| Lloyd's (LLOY.L) | 6.75% | 7.22% | 77.06% | - |
| Legal & General (LGEN.L) | 6.42% | 4.73% | 77.06% | - |
 BT (BT.L) | 5.65% | 7.07% | 70.52% | - |
 Taylor Wimpey (TW.L) | 5.58% | 3.93% | 75.96% | - |
 Phoenix (PHNX.L) | 5.03% | 6.59% | 60.07% | - |
 IAG (IAG.L) | 4.95% | 9.97% | 58.28% | - |
 Barclays (BARC.L) | 4.59% | 9.32% | 53.19% | - |
 ITV (ITV.L) | 4.1% | 4.88% | 61.85% | - |
 NatWest (NWG.L) | 3.83% | 8.87% | 44.69% | - |
 HSBC (HSBA.L) | 3.17% | 7.27% | 44.69% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 3.12% | 0% | 15.21% | 6/20/2023 |
 M&G (MNG.L) | 2.87% | 6.04% | 44.69% | - |
 GSK (GSK.L) | 2.25% | 5.99% | 19.63% | - |
 TP ICAP (TCAP.L) | 1.71% | 0% | 17.16% | 1/3/2023 |
 Moneysupermarket (MONY.L) | 1.65% | 3.11% | 19.8% | - |
 UK100 Index (Non Expiry) (UK100) | 1.52% | 0% | 6.88% | 3/13/2023 |
 Babcock (BAB.L) | 1.4% | 0% | 17.16% | 1/3/2023 |
 Unilever (ULVR.L) | 1.35% | 0% | 15.89% | 1/3/2023 |
 Wetherspoon (JDW.L) | 1.16% | 0% | 17.16% | 1/3/2023 |
 Vanguard S&P 500 ETF (VOO) | 1.11% | 0% | 6.88% | 3/13/2023 |
 IDS (IDS.L) | 1.08% | 0% | 15.89% | 1/3/2023 |
 On the Beach (OTB.L) | 0.88% | 0% | 11.89% | 1/3/2023 |
 Smith & Nephew (SN.L) | 0.87% | 0% | 11.38% | 1/3/2023 |
 abrdn (ABDN.L) | 0.56% | 0% | 6.37% | 1/3/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.38% | 0% | 6.88% | 3/13/2023 |
 SPDR Gold (GLD) | 0.13% | 0% | 6.88% | 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% |