Portfolio Diversification
Range
Most Diversified
3 instruments
July 3, 2024
Least Diversified
0 instruments
March 6, 2023
Average
1.7 instruments
Most Consistent Holdings
Top 5
BIL35.81%
RR.L25.22%
IVV19.17%
STAN.L14.88%
IAG.L13.62%
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) | 31.83% | 0% | 35.81% | 7/1/2024 |
| iShares Core S&P 500 ETF (IVV) | 16.62% | 0% | 19.17% | 5/2/2024 |
| Rolls-Royce (RR.L) | 7.9% | 0% | 25.22% | 5/1/2025 |
| Standard Chartered (STAN.L) | 4.66% | 0% | 14.88% | 5/1/2025 |
| IAG (IAG.L) | 4.04% | 0% | 13.62% | 4/1/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 3.93% | 0% | 4.67% | 10/13/2023 |
 Marks & Spencer (MKS.L) | 3.21% | 0% | 9.96% | 11/21/2024 |
 SPDR Bloomberg UK Gilt UCITS ETF (SYBG.DE) | 2.43% | 0% | 2.65% | 1/13/2025 |
 Hargreaves Lansdown (HL.L) | 2.22% | 0% | 7.82% | 9/2/2024 |
 Fresnillo (FRES.L) | 1.45% | 25.24% | 5.55% | - |
 Haleon (HLN) | 1.31% | 0% | 4.29% | 10/7/2024 |
 DS Smith (SMDS.L) | 1.2% | 0% | 3.91% | 8/2/2024 |
 NatWest (NWG.L) | 1.13% | 0% | 3.91% | 9/2/2024 |
 Darktrace (DARK.L) | 1.09% | 0% | 3.91% | 9/2/2024 |
 Barclays (BARC.L) | 1.09% | 0% | 3.53% | 3/3/2025 |
 Kingfisher (KGF.L) | 0.87% | 0% | 3.03% | 11/1/2024 |
 Babcock (BAB.L) | 0.62% | 34.78% | 1.77% | - |
 Coca Cola Hellenic (CCH.L) | 0.58% | 33.4% | 1.77% | - |
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% |