bwoodinv avatar

bwoodinv
🇬🇧 Retail, Other, and Consumable Goods Investor.
386 copiers.

Cash Allocation

Range

Highest Cash
September 4, 2022
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
19 instruments
February 26, 2022
Least Diversified
0 instruments
September 4, 2022
Average
8.3 instruments

Most Consistent Holdings

Top 5

avatarLLOY.L
83.03%
avatarBBOX.L
70.62%
avatarDIS
69.98%
avatarXYL
63.69%
avatarBLND.L
50%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
January 1, 2022
Lowest Exposure
September 4, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
13.87%
Retail Trade
4.71%
Consumer Services
3.46%
Producer Manufacturing
2.99%
Miscellaneous
2.88%

Top Countries

Top 5

🇬🇧United Kingdom
24.32%
🇺🇸United States
9.37%
🇧🇪Belgium
1.87%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Lloyd'sLloyd's (LLOY.L)
5.69%0%83.03%7/31/2024
DisneyDisney (DIS)
3.46%0%69.98%4/17/2024
XylemXylem (XYL)
2.99%0%63.69%2/21/2024
TritaxTritax (BBOX.L)
2.88%0%70.62%2/1/2025
SalesforceSalesforce (CRM)
2.1%0%45.07%7/31/2023
TescoTesco (TSCO.L)
2.02%0%45.99%2/21/2024
InvestecInvestec (INVP.L)
1.88%0%21.9%9/1/2022
Anheuser-BuschAnheuser-Busch (BUD)
1.87%0%48.63%2/1/2025
British LandBritish Land (BLND.L)
1.86%0%50%1/31/2025
Pets at HomePets at Home (PETS.L)
1.76%0%49.54%2/1/2025
Shaftesbury PLCShaftesbury PLC (SHB.L)
1.72%0%21.9%9/1/2022
Berkeley GroupBerkeley Group (BKG.L)
1.45%0%21.9%9/1/2022
PHPPHP (PHP.L)
1.09%0%21.9%9/1/2022
AssuraAssura (AGR.L)
1.07%0%21.9%9/1/2022
NatWestNatWest (NWG.L)
0.84%0%21.9%9/1/2022
JD SportsJD Sports (JD.L)
0.83%0%35.58%2/1/2025
PayPalPayPal (PYPL)
0.69%0%18.34%9/1/2022
BitcoinBitcoin (BTC)
0.57%0%21.9%9/1/2022
ShellShell (SHEL.L)
0.54%0%5.93%3/7/2022
KierKier (KIE.L)
0.48%0%21.9%9/1/2022
LEONILEONI (LEO.DE)
0.33%0%21.9%9/1/2022
MetaMeta (META)
0.13%0%21.9%9/1/2022
CapitaCapita (CPI.L)
0.12%0%21.9%9/1/2022
Watches of SwitzerlandWatches of Switzerland (WOSG.L)
0.11%0%3.1%2/21/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Anheuser-BuschAnheuser-Busch (BUD)
      		5.7%4.98%
      Pets at HomePets at Home (PETS.L)
      		5.7%3.22%
      British LandBritish Land (BLND.L)
      		2.85%2.99%
      TritaxTritax (BBOX.L)
      		2.85%2.62%
      JD SportsJD Sports (JD.L)
      		2.85%2.38%

      Cash Exposure Over Time

      Cash Exposure % Over Time