Portfolio Diversification
Range
Most Diversified
19 instruments
December 20, 2022
Least Diversified
0 instruments
February 2, 2025
Average
11.3 instruments
Most Consistent Holdings
Top 5
DLG.L79.76%
LGEN.L78.5%
VOD.L78.5%
LLOY.L78.35%
GEN.L78.35%
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) | 7.36% | 4.3% | 78.35% | - |
| Direct Line Group (DLG.L) | 7.15% | 0% | 79.76% | 6/25/2025 |
| Vodafone (VOD.L) | 6.76% | 6.41% | 78.5% | - |
| Lloyd's (LLOY.L) | 6.75% | 6.5% | 78.35% | - |
| Legal & General (LGEN.L) | 6.29% | 5.44% | 78.5% | - |
 BT (BT.L) | 5.64% | 4.97% | 72.13% | - |
 Taylor Wimpey (TW.L) | 5.45% | 3.89% | 77.4% | - |
 IAG (IAG.L) | 5.25% | 8.46% | 61.1% | - |
 Phoenix (PHNX.L) | 5.12% | 5.52% | 62.76% | - |
 Barclays (BARC.L) | 4.89% | 8.76% | 56.38% | - |
 NatWest (NWG.L) | 4.19% | 8.26% | 48.5% | - |
 ITV (ITV.L) | 4.1% | 3.92% | 64.41% | - |
 HSBC (HSBA.L) | 3.42% | 6.39% | 48.5% | - |
 M&G (MNG.L) | 3.08% | 5.18% | 48.5% | - |
 iShares FTSE 250 UCITS ETF (MIDD.L) | 2.89% | 0% | 14.09% | 6/20/2023 |
 GSK (GSK.L) | 2.55% | 7.1% | 25.28% | - |
 Moneysupermarket (MONY.L) | 1.73% | 2.89% | 24.96% | - |
 TP ICAP (TCAP.L) | 1.59% | 0% | 15.91% | 1/3/2023 |
 UK100 Index (Non Expiry) (UK100) | 1.41% | 0% | 6.38% | 3/13/2023 |
 Babcock (BAB.L) | 1.3% | 0% | 15.91% | 1/3/2023 |
 Unilever (ULVR.L) | 1.25% | 0% | 14.72% | 1/3/2023 |
 Wetherspoon (JDW.L) | 1.08% | 0% | 15.91% | 1/3/2023 |
 Vanguard S&P 500 ETF (VOO) | 1.03% | 0% | 6.38% | 3/13/2023 |
 IDS (IDS.L) | 1% | 0% | 14.72% | 1/3/2023 |
 On the Beach (OTB.L) | 0.82% | 0% | 11.02% | 1/3/2023 |
 Smith & Nephew (SN.L) | 0.8% | 0% | 10.55% | 1/3/2023 |
 abrdn (ABDN.L) | 0.52% | 0% | 5.91% | 1/3/2023 |
 Vanguard FTSE Emerging Markets (VWO) | 0.35% | 0% | 6.38% | 3/13/2023 |
 SPDR Gold (GLD) | 0.12% | 0% | 6.38% | 3/13/2023 |
 Admiral (ADM.L) | 0.06% | 5.29% | 1.18% | - |
 Diageo (DGE.L) | 0.06% | 5.07% | 1.18% | - |
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% |