Portfolio Diversification
Range
Most Diversified
3 instruments
July 3, 2024
Least Diversified
0 instruments
March 6, 2023
Average
1.9 instruments
Most Consistent Holdings
Top 5
RR.L31.88%
BIL28.2%
FRES.L25.32%
BAB.L15.39%
IVV15.09%
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 1-3 Month T-Bill ETF (BIL) | 25.07% | 0% | 28.2% | 7/1/2024 |
| iShares Core S&P 500 ETF (IVV) | 13.09% | 0% | 15.09% | 5/2/2024 |
| Rolls-Royce (RR.L) | 10.03% | 0% | 31.88% | 10/1/2025 |
| Fresnillo (FRES.L) | 8.34% | 42.61% | 25.32% | - |
| Babcock (BAB.L) | 5.13% | 0% | 15.39% | 11/3/2025 |
 IAG (IAG.L) | 4.08% | 0% | 13.7% | 10/1/2025 |
 Standard Chartered (STAN.L) | 3.67% | 0% | 11.72% | 5/1/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 3.09% | 0% | 3.67% | 10/13/2023 |
 Marks & Spencer (MKS.L) | 2.53% | 0% | 7.85% | 11/21/2024 |
 Endeavour Mining (EDV.L) | 2.3% | 30.53% | 7.25% | - |
 SPDR Bloomberg UK Gilt UCITS ETF (SYBG.DE) | 1.91% | 0% | 2.09% | 1/13/2025 |
 Hargreaves Lansdown (HL.L) | 1.75% | 0% | 6.16% | 9/2/2024 |
 Antofagasta (ANTO.L) | 1.12% | 26.17% | 4.07% | - |
 Haleon (HLN) | 1.04% | 0% | 3.38% | 10/7/2024 |
 Coca Cola Hellenic (CCH.L) | 1.02% | 0% | 3.18% | 6/2/2025 |
 DS Smith (SMDS.L) | 0.94% | 0% | 3.08% | 8/2/2024 |
 NatWest (NWG.L) | 0.89% | 0% | 3.08% | 9/2/2024 |
 Darktrace (DARK.L) | 0.86% | 0% | 3.08% | 9/2/2024 |
 Barclays (BARC.L) | 0.85% | 0% | 2.78% | 3/3/2025 |
 Kingfisher (KGF.L) | 0.69% | 0% | 2.38% | 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% |