Portfolio Diversification
Range
Most Diversified
15 instruments
January 18, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.4 instruments
Most Consistent Holdings
Top 5
MRK99.91%
BABA99.91%
QCOM99.91%
AZN.L99.91%
BATS.L99.91%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| AstraZeneca (AZN.L) | 27.57% | 0% | 99.91% | 2/1/2025 |
| Merck (MRK) | 10.28% | 0% | 99.91% | 2/1/2025 |
 Direct Line Group (DLG.L) | 9.52% | 0% | 99.91% | 2/1/2025 |
| Qualcomm (QCOM) | 9.36% | 0% | 99.91% | 2/1/2025 |
 National Grid (NG.L) | 9.3% | 0% | 99.91% | 2/1/2025 |
 Reckitt (RKT.L) | 9.19% | 0% | 99.91% | 2/1/2025 |
 Unilever (ULVR.L) | 8.88% | 0% | 99.91% | 2/1/2025 |
| Alibaba (BABA) | 2.91% | 0% | 99.91% | 2/1/2025 |
 Ping An (2318.HK) | 2.9% | 0% | 99.91% | 2/1/2025 |
 Phoenix (PHNX.L) | 2.02% | 0% | 99.91% | 2/1/2025 |
| BAT (BATS.L) | 1.03% | 0% | 99.91% | 2/1/2025 |
 Polymetal International PLC (POLY.L) | 0.67% | 0% | 46.26% | 6/23/2023 |
 Douyu (DOYU) | 0.61% | 0% | 99.91% | 2/1/2025 |
 James Fisher (FSJ.L) | 0.21% | 0% | 99.91% | 2/1/2025 |
 Ferrexpo (FXPO.L) | 0.16% | 0% | 98.36% | 2/1/2025 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| AstraZeneca (AZN.L) | 19% | 25.48% |
| Direct Line Group (DLG.L) | 12.46% | 11.17% |
| Qualcomm (QCOM) | 7.71% | 9.57% |
| Unilever (ULVR.L) | 8.24% | 9.34% |
| Merck (MRK) | 6.71% | 9.29% |
| National Grid (NG.L) | 7.38% | 8.19% |
| Reckitt (RKT.L) | 9.46% | 7.77% |
| Ping An (2318.HK) | 4.79% | 2.77% |
| Alibaba (BABA) | 7.03% | 2.64% |
| Phoenix (PHNX.L) | 2.28% | 1.78% |
| BAT (BATS.L) | 0.91% | 0.98% |
| Douyu (DOYU) | 3.29% | 0.52% |
| James Fisher (FSJ.L) | 0.31% | 0.19% |
| Ferrexpo (FXPO.L) | 0.35% | 0.15% |