Portfolio Diversification
Range
Most Diversified
3 instruments
July 3, 2024
Least Diversified
0 instruments
March 6, 2023
Average
1.8 instruments
Most Consistent Holdings
Top 5
RR.L33.15%
BIL31.07%
FRES.L18.05%
IVV16.63%
BAB.L13.46%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since March 6, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL) | 27.62% | 0% | 31.07% | 7/1/2024 |
| iShares Core S&P 500 ETF (IVV) | 14.42% | 0% | 16.63% | 5/2/2024 |
| Rolls-Royce (RR.L) | 10.44% | 31.24% | 33.15% | - |
| Fresnillo (FRES.L) | 5.28% | 37.45% | 18.05% | - |
| Babcock (BAB.L) | 4.63% | 0% | 13.46% | 9/1/2025 |
 Standard Chartered (STAN.L) | 4.04% | 0% | 12.91% | 5/1/2025 |
 IAG (IAG.L) | 3.92% | 30.08% | 13.13% | - |
 Vanguard FTSE All-World ex-US (VEU) | 3.41% | 0% | 4.05% | 10/13/2023 |
 Marks & Spencer (MKS.L) | 2.78% | 0% | 8.64% | 11/21/2024 |
 SPDR Bloomberg UK Gilt UCITS ETF (SYBG.DE) | 2.11% | 0% | 2.3% | 1/13/2025 |
 Hargreaves Lansdown (HL.L) | 1.92% | 0% | 6.78% | 9/2/2024 |
 Haleon (HLN) | 1.14% | 0% | 3.72% | 10/7/2024 |
 Coca Cola Hellenic (CCH.L) | 1.13% | 0% | 3.5% | 6/2/2025 |
 DS Smith (SMDS.L) | 1.04% | 0% | 3.39% | 8/2/2024 |
 NatWest (NWG.L) | 0.98% | 0% | 3.39% | 9/2/2024 |
 Darktrace (DARK.L) | 0.94% | 0% | 3.39% | 9/2/2024 |
 Barclays (BARC.L) | 0.94% | 0% | 3.06% | 3/3/2025 |
 Kingfisher (KGF.L) | 0.76% | 0% | 2.63% | 11/1/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| IAG (IAG.L) | 31.25% | 34.66% |
| Standard Chartered (STAN.L) | 31.25% | 30.46% |
| Rolls-Royce (RR.L) | 31.25% | 30.3% |