Loading...
Portfolio Diversification
Range
Most Diversified
19 instruments
December 20, 2022
Least Diversified
0 instruments
February 2, 2025
Average
11.7 instruments
Most Consistent Holdings
Top 5
LGEN.L79.84%
VOD.L79.84%
LLOY.L79.69%
GEN.L79.69%
TW.L78.8%
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) | 7.16% | 4.05% | 79.69% | - |
| Vodafone (VOD.L) | 6.76% | 7.2% | 79.84% | - |
| Lloyd's (LLOY.L) | 6.74% | 6.51% | 79.69% | - |
 Direct Line Group (DLG.L) | 6.71% | 0% | 74.82% | 6/25/2025 |
| Legal & General (LGEN.L) | 6.24% | 5.48% | 79.84% | - |
 BT (BT.L) | 5.6% | 5.54% | 73.86% | - |
 IAG (IAG.L) | 5.42% | 7.32% | 63.52% | - |
| Taylor Wimpey (TW.L) | 5.36% | 3.72% | 78.8% | - |
 Phoenix (PHNX.L) | 5.15% | 5.49% | 65.07% | - |
 Barclays (BARC.L) | 5.12% | 7.67% | 59.08% | - |
 NatWest (NWG.L) | 4.42% | 7.55% | 51.7% | - |
 ITV (ITV.L) | 4.07% | 4.1% | 66.62% | - |
 HSBC (HSBA.L) | 3.62% | 7.14% | 51.7% | - |
 M&G (MNG.L) | 3.23% | 5.61% | 51.7% | - |
 GSK (GSK.L) | 2.85% | 7.98% | 29.91% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 2.71% | 0% | 13.22% | 6/20/2023 |
 Moneysupermarket (MONY.L) | 1.78% | 2.59% | 29.62% | - |
 TP ICAP (TCAP.L) | 1.49% | 0% | 14.92% | 1/3/2023 |
 UK100 Index (Non Expiry) (UK100) | 1.32% | 0% | 5.98% | 3/13/2023 |
 Babcock (BAB.L) | 1.22% | 0% | 14.92% | 1/3/2023 |
 Unilever (ULVR.L) | 1.17% | 0% | 13.81% | 1/3/2023 |
 Wetherspoon (JDW.L) | 1.01% | 0% | 14.92% | 1/3/2023 |
 Vanguard S&P 500 ETF (VOO) | 0.97% | 0% | 5.98% | 3/13/2023 |
 IDS (IDS.L) | 0.94% | 0% | 13.81% | 1/3/2023 |
 On the Beach (OTB.L) | 0.77% | 0% | 10.34% | 1/3/2023 |
 Smith & Nephew (SN.L) | 0.75% | 0% | 9.9% | 1/3/2023 |
 abrdn (ABDN.L) | 0.48% | 0% | 5.54% | 1/3/2023 |
 Diageo (DGE.L) | 0.36% | 4.65% | 7.31% | - |
 Admiral (ADM.L) | 0.35% | 5.33% | 7.24% | - |
 Vanguard FTSE Emerging Markets (VWO) | 0.33% | 0% | 5.98% | 3/13/2023 |
 SPDR Gold (GLD) | 0.11% | 0% | 5.98% | 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 (PHNX.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
Unlock Premium Features
Get access to this feature and many more with BullAware Pro.