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Portfolio Diversification
Range
Most Diversified
3 instruments
July 3, 2024
Least Diversified
0 instruments
March 6, 2023
Average
2 instruments
Most Consistent Holdings
Top 5
FRES.L32.56%
RR.L28.79%
BIL25.47%
EDV.L16.23%
BAB.L13.9%
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) | 22.64% | 0% | 25.47% | 7/1/2024 |
 iShares Core S&P 500 ETF (IVV) | 11.82% | 0% | 13.63% | 5/2/2024 |
| Fresnillo (FRES.L) | 10.86% | 29.85% | 32.56% | - |
| Rolls-Royce (RR.L) | 9.06% | 0% | 28.79% | 10/1/2025 |
| Endeavour Mining (EDV.L) | 5.33% | 38.08% | 16.23% | - |
| Babcock (BAB.L) | 4.63% | 0% | 13.9% | 11/3/2025 |
 Antofagasta (ANTO.L) | 3.94% | 0% | 13.27% | 4/1/2026 |
 IAG (IAG.L) | 3.69% | 0% | 12.38% | 10/1/2025 |
 Standard Chartered (STAN.L) | 3.31% | 0% | 10.58% | 5/1/2025 |
 Vanguard FTSE All-World ex-US (VEU) | 2.79% | 0% | 3.32% | 10/13/2023 |
 Marks & Spencer (MKS.L) | 2.28% | 0% | 7.09% | 11/21/2024 |
 SPDR Bloomberg UK Gilt UCITS ETF (SYBG.DE) | 1.73% | 0% | 1.88% | 1/13/2025 |
 Hargreaves Lansdown (HL.L) | 1.58% | 0% | 5.56% | 9/2/2024 |
 Haleon (HLN) | 0.93% | 0% | 3.05% | 10/7/2024 |
 Coca Cola Hellenic (CCH.L) | 0.93% | 0% | 2.87% | 6/2/2025 |
 DS Smith (SMDS.L) | 0.85% | 0% | 2.78% | 8/2/2024 |
 NatWest (NWG.L) | 0.8% | 0% | 2.78% | 9/2/2024 |
 Darktrace (DARK.L) | 0.77% | 0% | 2.78% | 9/2/2024 |
 Barclays (BARC.L) | 0.77% | 0% | 2.51% | 3/3/2025 |
 Kingfisher (KGF.L) | 0.62% | 0% | 2.15% | 11/1/2024 |
 Glencore (GLEN.L) | 0.03% | 32.1% | 0.09% | - |
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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