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Portfolio Diversification
Range
Most Diversified
3 instruments
July 3, 2024
Least Diversified
0 instruments
March 6, 2023
Average
2.1 instruments
Most Consistent Holdings
Top 5
FRES.L33.22%
RR.L27.34%
BIL24.19%
EDV.L17.72%
BAB.L13.2%
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) | 21.5% | 0% | 24.19% | 7/1/2024 |
 iShares Core S&P 500 ETF (IVV) | 11.23% | 0% | 12.95% | 5/2/2024 |
| Fresnillo (FRES.L) | 11% | 0% | 33.22% | 5/1/2026 |
| Rolls-Royce (RR.L) | 8.6% | 0% | 27.34% | 10/1/2025 |
| Endeavour Mining (EDV.L) | 5.92% | 0% | 17.72% | 5/1/2026 |
| Babcock (BAB.L) | 4.4% | 0% | 13.2% | 11/3/2025 |
 Antofagasta (ANTO.L) | 3.75% | 0% | 12.61% | 4/1/2026 |
 IAG (IAG.L) | 3.5% | 0% | 11.75% | 10/1/2025 |
 Standard Chartered (STAN.L) | 3.14% | 0% | 10.05% | 5/1/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 2.65% | 0% | 3.15% | 10/13/2023 |
 Marks & Spencer (MKS.L) | 2.17% | 0% | 6.73% | 11/21/2024 |
 SPDR Bloomberg UK Gilt UCITS ETF (SYBG.DE) | 1.64% | 0% | 1.79% | 1/13/2025 |
 Glencore (GLEN.L) | 1.53% | 35.78% | 4.6% | - |
 Hargreaves Lansdown (HL.L) | 1.5% | 0% | 5.28% | 9/2/2024 |
 Haleon (HLN) | 0.89% | 0% | 2.9% | 10/7/2024 |
 Coca Cola Hellenic (CCH.L) | 0.88% | 0% | 2.73% | 6/2/2025 |
 DS Smith (SMDS.L) | 0.81% | 0% | 2.64% | 8/2/2024 |
 Beazley (BEZ.L) | 0.77% | 33.96% | 2.3% | - |
 NatWest (NWG.L) | 0.76% | 0% | 2.64% | 9/2/2024 |
 Darktrace (DARK.L) | 0.74% | 0% | 2.64% | 9/2/2024 |
 Barclays (BARC.L) | 0.73% | 0% | 2.39% | 3/3/2025 |
 BP (BP.L) | 0.72% | 29.71% | 2.3% | - |
 Kingfisher (KGF.L) | 0.59% | 0% | 2.04% | 11/1/2024 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Fresnillo (FRES.L) | 21.47% | 43.68% |
| Endeavour Mining (EDV.L) | 41.06% | 29.33% |
| Antofagasta (ANTO.L) | 37.38% | 25.92% |
Cash & Instruments Over Time
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