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Portfolio Diversification
Range
Most Diversified
19 instruments
February 26, 2022
Least Diversified
0 instruments
September 4, 2022
Average
6.6 instruments
Most Consistent Holdings
Top 5
BBOX.L62.1%
LLOY.L56.91%
DIS47.97%
PETS.L45.15%
XYL43.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 SPX500 Index (Non Expiry) (SPX500) | 9.93% | 40.87% | 26.64% | - |
| Lloyd's (LLOY.L) | 3.9% | 0% | 56.91% | 7/31/2024 |
 Berkshire Hathaway (BRK.B) | 2.71% | 17.24% | 25.27% | - |
| Tritax (BBOX.L) | 2.42% | 0% | 62.1% | 9/9/2025 |
| Disney (DIS) | 2.37% | 0% | 47.97% | 4/17/2024 |
| Xylem (XYL) | 2.05% | 0% | 43.65% | 2/21/2024 |
| Pets at Home (PETS.L) | 1.68% | 0% | 45.15% | 7/31/2025 |
 Anheuser-Busch (BUD) | 1.53% | 0% | 36.9% | 3/31/2025 |
 Salesforce (CRM) | 1.44% | 0% | 30.89% | 7/31/2023 |
 Tesco (TSCO.L) | 1.38% | 0% | 31.52% | 2/21/2024 |
 Investec (INVP.L) | 1.29% | 0% | 15.01% | 9/1/2022 |
 British Land (BLND.L) | 1.27% | 0% | 34.27% | 1/31/2025 |
 Shaftesbury PLC (SHB.L) | 1.18% | 0% | 15.01% | 9/1/2022 |
 Berkeley Group (BKG.L) | 0.99% | 0% | 15.01% | 9/1/2022 |
 JD Sports (JD.L) | 0.89% | 0% | 38.09% | 9/9/2025 |
 PHP (PHP.L) | 0.74% | 0% | 15.01% | 9/1/2022 |
 Assura (AGR.L) | 0.73% | 0% | 15.01% | 9/1/2022 |
 NatWest (NWG.L) | 0.58% | 0% | 15.01% | 9/1/2022 |
 PayPal (PYPL) | 0.47% | 0% | 12.57% | 9/1/2022 |
 Bitcoin (BTC) | 0.39% | 0% | 15.01% | 9/1/2022 |
 Shell (SHEL.L) | 0.38% | 6.57% | 4.19% | - |
 Kier (KIE.L) | 0.33% | 0% | 15.01% | 9/1/2022 |
 LEONI (LEO.DE) | 0.23% | 0% | 15.01% | 9/1/2022 |
 Meta (META) | 0.09% | 0% | 15.01% | 9/1/2022 |
 Capita (CPI.L) | 0.08% | 0% | 15.01% | 9/1/2022 |
 Watches of Switzerland (WOSG.L) | 0.07% | 0% | 2.13% | 2/21/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| SPX500 Index (Non Expiry) (SPX500) | 58.94% | 63.12% |
| Berkshire Hathaway (BRK.B) | 20.63% | 18.33% |
Cash & Instruments Over Time
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