Portfolio Diversification
Range
Most Diversified
19 instruments
December 20, 2022
Least Diversified
0 instruments
February 2, 2025
Average
10.4 instruments
Most Consistent Holdings
Top 5
DLG.L91.29%
LGEN.L71.67%
LLOY.L71.67%
VOD.L71.67%
GEN.L71.46%
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) | 8.33% | 0% | 91.29% | 2/1/2025 |
| Genuit (GEN.L) | 8.2% | 0% | 71.46% | 2/1/2025 |
| Vodafone (VOD.L) | 7.18% | 0% | 71.67% | 2/1/2025 |
| Lloyd's (LLOY.L) | 6.63% | 0% | 71.67% | 2/1/2025 |
| Legal & General (LGEN.L) | 6.63% | 0% | 71.67% | 2/1/2025 |
 Taylor Wimpey (TW.L) | 6% | 0% | 70.3% | 2/1/2025 |
 BT (BT.L) | 5.37% | 0% | 63.69% | 2/1/2025 |
 Phoenix (PHNX.L) | 4.58% | 0% | 50.68% | 2/1/2025 |
 IAG (IAG.L) | 3.87% | 0% | 48.48% | 2/1/2025 |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 3.85% | 0% | 18.78% | 6/20/2023 |
 ITV (ITV.L) | 3.81% | 0% | 52.89% | 2/1/2025 |
 Barclays (BARC.L) | 3.61% | 0% | 42.18% | 2/1/2025 |
 GSK (GSK.L) | 2.58% | 0% | 20.99% | 10/4/2023 |
 NatWest (NWG.L) | 2.56% | 0% | 31.69% | 2/1/2025 |
 HSBC (HSBA.L) | 2.22% | 0% | 31.69% | 2/1/2025 |
 TP ICAP (TCAP.L) | 2.11% | 0% | 21.2% | 1/3/2023 |
 M&G (MNG.L) | 2.09% | 0% | 31.69% | 2/1/2025 |
 Moneysupermarket (MONY.L) | 1.94% | 0% | 21.2% | 1/3/2023 |
 UK100 Index (Non Expiry) (UK100) | 1.88% | 0% | 8.5% | 3/13/2023 |
 Babcock (BAB.L) | 1.73% | 0% | 21.2% | 1/3/2023 |
 Unilever (ULVR.L) | 1.67% | 0% | 19.62% | 1/3/2023 |
 Wetherspoon (JDW.L) | 1.44% | 0% | 21.2% | 1/3/2023 |
 Vanguard S&P 500 ETF (VOO) | 1.37% | 0% | 8.5% | 3/13/2023 |
 IDS (IDS.L) | 1.34% | 0% | 19.62% | 1/3/2023 |
 On the Beach (OTB.L) | 1.09% | 0% | 14.69% | 1/3/2023 |
 Smith & Nephew (SN.L) | 1.07% | 0% | 14.06% | 1/3/2023 |
 abrdn (ABDN.L) | 0.69% | 0% | 7.87% | 1/3/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.46% | 0% | 8.5% | 3/13/2023 |
 SPDR Gold (GLD) | 0.15% | 0% | 8.5% | 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% |