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Portfolio Diversification
Range
Most Diversified
19 instruments
December 20, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.2 instruments
Most Consistent Holdings
Top 5
LGEN.L81.8%
VOD.L81.8%
LLOY.L81.67%
GEN.L81.67%
TW.L80.88%
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 |
|---|---|---|---|---|
| Vodafone (VOD.L) | 6.78% | 6.74% | 81.8% | - |
| Genuit (GEN.L) | 6.78% | 3.91% | 81.67% | - |
| Lloyd's (LLOY.L) | 6.71% | 6.54% | 81.67% | - |
| Legal & General (LGEN.L) | 6.15% | 5.36% | 81.8% | - |
 Direct Line Group (DLG.L) | 5.96% | 0% | 66.56% | 6/25/2025 |
 IAG (IAG.L) | 5.67% | 7.53% | 67.28% | - |
 BT (BT.L) | 5.55% | 4.75% | 76.48% | - |
 Barclays (BARC.L) | 5.45% | 8.16% | 63.34% | - |
 Phoenix (SDLF.L) | 5.22% | 6.35% | 68.66% | - |
| Taylor Wimpey (TW.L) | 5.12% | 3.43% | 80.88% | - |
 NatWest (NWG.L) | 4.75% | 7.74% | 56.77% | - |
 HSBC (HSBA.L) | 4.01% | 7.47% | 56.77% | - |
 ITV (ITV.L) | 4% | 2.91% | 70.04% | - |
 M&G (MNG.L) | 3.47% | 5.6% | 56.77% | - |
 GSK (GSK.L) | 3.3% | 6.28% | 37.39% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 2.41% | 0% | 11.76% | 6/20/2023 |
 Moneysupermarket (MONY.L) | 1.86% | 2.71% | 37.12% | - |
 TP ICAP (TCAP.L) | 1.32% | 0% | 13.27% | 1/3/2023 |
 UK100 Index (Non Expiry) (UK100) | 1.18% | 0% | 5.32% | 3/13/2023 |
 Babcock (BAB.L) | 1.08% | 0% | 13.27% | 1/3/2023 |
 Unilever (ULVR.L) | 1.04% | 0% | 12.29% | 1/3/2023 |
 Wetherspoon (JDW.L) | 0.9% | 0% | 13.27% | 1/3/2023 |
 Admiral (ADM.L) | 0.9% | 5.77% | 17.15% | - |
 Vanguard S&P 500 ETF (VOO) | 0.86% | 0% | 5.32% | 3/13/2023 |
 IDS (IDS.L) | 0.84% | 0% | 12.29% | 1/3/2023 |
 Diageo (DGE.L) | 0.83% | 5.46% | 17.28% | - |
 On the Beach (OTB.L) | 0.68% | 0% | 9.2% | 1/3/2023 |
 Smith & Nephew (SN.L) | 0.67% | 0% | 8.8% | 1/3/2023 |
 abrdn (ABDN.L) | 0.43% | 0% | 4.93% | 1/3/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.29% | 0% | 5.32% | 3/13/2023 |
 SPDR Gold (GLD) | 0.1% | 0% | 5.32% | 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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