Portfolio Diversification
Range
Most Diversified
41 instruments
January 17, 2025
Least Diversified
0 instruments
February 2, 2025
Average
32 instruments
Most Consistent Holdings
Top 5
VOD99.87%
AAL.L99.87%
BATS.L99.87%
BT.L99.87%
IAG.L99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Rapidev12sp | 14.08% | 0% | 99.87% | 2/1/2025 |
 fifty-five | 7.13% | 0% | 99.87% | 2/1/2025 |
 Global SuperDividend US ETF (DIV) | 5.63% | 0% | 99.87% | 2/1/2025 |
 Rio Tinto (RIO) | 5.49% | 0% | 99.87% | 2/1/2025 |
 Persimmon (PSN.L) | 3.71% | 0% | 99.87% | 2/1/2025 |
 Legal & General (LGEN.L) | 3.64% | 0% | 99.87% | 2/1/2025 |
 Direct Line Group (DLG.L) | 3.2% | 0% | 90.17% | 12/5/2024 |
 LongTermSafe | 3.03% | 0% | 76.23% | 8/6/2024 |
 Coca-Cola (KO) | 2.8% | 0% | 87.25% | 10/29/2024 |
| IAG (IAG.L) | 2.8% | 0% | 99.87% | 2/1/2025 |
 Bayer (BAYN.DE) | 2.57% | 0% | 99.73% | 2/1/2025 |
| Anglo American (AAL.L) | 2.45% | 0% | 99.87% | 2/1/2025 |
 NEO (NEO) | 2.38% | 0% | 99.87% | 2/1/2025 |
 National Grid (NG.L) | 2.35% | 0% | 65.47% | 2/1/2025 |
 abrdn (ABDN.L) | 2.25% | 0% | 99.87% | 2/1/2025 |
| BT (BT.L) | 1.97% | 0% | 99.87% | 2/1/2025 |
 TotalEnergies (TTE.PA) | 1.89% | 0% | 58.43% | 2/1/2025 |
 GSK (GSK.L) | 1.61% | 0% | 59.63% | 4/2/2024 |
 Lloyd's (LLOY.L) | 1.51% | 0% | 87.12% | 10/28/2024 |
 iShares Core Dividend Growth ETF (DGRO) | 1.5% | 0% | 99.87% | 2/1/2025 |
 ITV (ITV.L) | 1.44% | 0% | 91.5% | 2/1/2025 |
 Pfizer (PFE) | 1.33% | 0% | 64.28% | 2/1/2025 |
 Barclays (BARC.L) | 1.24% | 0% | 54.05% | 8/5/2024 |
 Meta (META) | 1.24% | 0% | 62.68% | 4/25/2024 |
 Rio Tinto (RIO.L) | 1.21% | 0% | 67.6% | 6/11/2024 |
 Phoenix (PHNX.L) | 1.17% | 0% | 99.87% | 2/1/2025 |
| BAT (BATS.L) | 1.14% | 0% | 99.87% | 2/1/2025 |
 Orsted (ORSTED.CO) | 0.96% | 0% | 99.87% | 2/1/2025 |
| Vodafone (VOD) | 0.91% | 0% | 99.87% | 2/1/2025 |
 Sainsbury's (SBRY.L) | 0.88% | 0% | 50.2% | 2/1/2025 |
 Evraz PLC (EVR.L) | 0.79% | 0% | 99.87% | 2/1/2025 |
 Bitcoin (BTC) | 0.75% | 0% | 65.07% | 10/10/2024 |
 ARM (ARM) | 0.6% | 0% | 27.89% | 2/1/2025 |
 M&G (MNG.L) | 0.49% | 0% | 40.9% | 2/1/2025 |
 SSP Group (SSPG.L) | 0.38% | 0% | 33.73% | 2/1/2025 |
 Disney (DIS) | 0.37% | 0% | 30.28% | 12/23/2024 |
 Reckitt (RKT.L) | 0.35% | 0% | 24.44% | 2/1/2025 |
 First Solar (FSLR) | 0.31% | 0% | 30.15% | 2/1/2025 |
 Adobe (ADBE) | 0.3% | 0% | 25.37% | 9/13/2024 |
 Unilever (ULVR.L) | 0.28% | 0% | 10.89% | 2/1/2025 |
 Vistry (VTY.L) | 0.28% | 0% | 10.62% | 2/1/2025 |
 Alphabet (GOOG) | 0.22% | 0% | 17.4% | 3/4/2024 |
 Rolls-Royce (RR.L) | 0.21% | 0% | 9.69% | 3/17/2023 |
 Kingfisher (KGF.L) | 0.21% | 0% | 8.23% | 2/1/2025 |
 E.ON (EOAN.DE) | 0.18% | 0% | 17% | 9/26/2023 |
 Abercrombie & Fitch (ANF) | 0.18% | 0% | 14.08% | 2/1/2025 |
 Polymetal International PLC (POLY.L) | 0.18% | 0% | 22.58% | 6/23/2023 |
 Mondi (MNDI.L) | 0.17% | 0% | 14.21% | 2/1/2025 |
 Intel (INTC) | 0.14% | 0% | 9.83% | 10/16/2024 |
 British Land (BLND.L) | 0.13% | 0% | 10.89% | 2/1/2025 |
 Segro (SGRO.L) | 0.13% | 0% | 9.43% | 5/24/2024 |
 Crowdstrike (CRWD) | 0.11% | 0% | 8.76% | 9/26/2024 |
 Eli Lilly (LLY) | 0.1% | 0% | 3.32% | 10/23/2023 |
 Hershey (HSY) | 0.1% | 0% | 7.44% | 5/23/2024 |
 Flutter (FLTR.L) | 0.09% | 0% | 6.77% | 7/15/2024 |
 Johnson Matthey (JMAT.L) | 0.08% | 0% | 6.24% | 2/1/2025 |
 Deutsche Post (DHL.DE) | 0.07% | 0% | 5.71% | 2/1/2025 |
 Coinbase (COIN) | 0.07% | 0% | 4.38% | 4/18/2024 |
 Micro Focus International PLC (MCRO.L) | 0.05% | 0% | 3.45% | 1/27/2023 |
 General Dynamics (GD) | 0.04% | 0% | 3.19% | 2/1/2025 |
 Porsche (PAH3.DE) | 0.04% | 0% | 3.19% | 2/1/2025 |
 Land Securities (LAND.L) | 0.03% | 0% | 2.12% | 2/1/2025 |
 Taylor Wimpey (TW.L) | 0.02% | 0% | 1.59% | 1/28/2025 |
 Weyerhaeuser (WY) | 0.02% | 0% | 1.33% | 1/17/2025 |
 Aston Martin (AML.L) | 0.01% | 0% | 0.93% | 6/6/2024 |
 Broadcom (AVGO) | 0.01% | 0% | 0.66% | 2/1/2025 |
 Charles Schwab (SCHW) | 0% | 0% | 0.13% | 3/14/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Rapidev12sp | 11.55% | 13.51% |
| fifty-five | 5.06% | 5.83% |
| Rio Tinto (RIO) | 5.65% | 5.53% |
| Bayer (BAYN.DE) | 5.47% | 3.89% |
| Persimmon (PSN.L) | 4.52% | 3.87% |
| Global SuperDividend US ETF (DIV) | 3.39% | 3.64% |
| Legal & General (LGEN.L) | 3.39% | 3.31% |
| abrdn (ABDN.L) | 3.39% | 2.63% |
| Unilever (ULVR.L) | 2.26% | 2.61% |
| TotalEnergies (TTE.PA) | 2.26% | 2.58% |
| Kingfisher (KGF.L) | 2.26% | 2.54% |
| IAG (IAG.L) | 1.13% | 2.41% |
| National Grid (NG.L) | 2.26% | 2.36% |
| ARM (ARM) | 2.26% | 2.1% |
| Vistry (VTY.L) | 2.26% | 2.09% |
| iShares Core Dividend Growth ETF (DGRO) | 1.13% | 1.56% |
| Reckitt (RKT.L) | 1.13% | 1.5% |
| NEO (NEO) | 3.39% | 1.45% |
| Sainsbury's (SBRY.L) | 1.13% | 1.32% |
| Johnson Matthey (JMAT.L) | 1.13% | 1.28% |
| SSP Group (SSPG.L) | 1.13% | 1.23% |
| British Land (BLND.L) | 1.13% | 1.22% |
| BT (BT.L) | 1.13% | 1.21% |
| Mondi (MNDI.L) | 1.13% | 1.2% |
| M&G (MNG.L) | 1.13% | 1.16% |
| BAT (BATS.L) | 1.13% | 1.14% |
| ITV (ITV.L) | 1.13% | 1.08% |
| Phoenix (PHNX.L) | 1.13% | 1.04% |
| Pfizer (PFE) | 1.13% | 1.02% |
| First Solar (FSLR) | 1.13% | 0.88% |
| Anglo American (AAL.L) | 1.13% | 0.85% |
| Vodafone (VOD) | 0.9% | 0.75% |
| Evraz PLC (EVR.L) | 2.26% | 0.74% |
| Orsted (ORSTED.CO) | 1.13% | 0.49% |