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Portfolio Diversification
Range
Most Diversified
31 instruments
June 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
22.2 instruments
Most Consistent Holdings
Top 5
IMB.L66.69%
HSBA.L55.05%
NWG.L53.1%
AV.L47.18%
TCAP.L47.11%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Imperial Brands (IMB.L) | 2.48% | 4.02% | 66.69% | - |
| NatWest (NWG.L) | 2.08% | 5.56% | 53.1% | - |
| HSBC (HSBA.L) | 1.98% | 4.86% | 55.05% | - |
 TBC (TBCG.L) | 1.91% | 0% | 30.45% | 4/9/2024 |
 Walmart (WMT) | 1.87% | 4.66% | 45.92% | - |
 Alphabet (GOOG) | 1.87% | 4.7% | 39.44% | - |
 Beazley (BEZ.L) | 1.81% | 0% | 30.38% | 4/26/2023 |
 AT&T (T) | 1.81% | 3.56% | 46.06% | - |
| Aviva (AV.L) | 1.74% | 4.31% | 47.18% | - |
 Investec (INVP.L) | 1.73% | 0% | 28.5% | 4/26/2023 |
 BP (BP.L) | 1.71% | 0% | 32.2% | 6/7/2023 |
 IBM (IBM) | 1.7% | 4.28% | 46.06% | - |
 Costco (COST) | 1.69% | 3.19% | 46.13% | - |
 Bank of America (BAC) | 1.69% | 4.22% | 46.13% | - |
 Amazon (AMZN) | 1.57% | 3.7% | 36.52% | - |
 Berkshire Hathaway (BRK.B) | 1.54% | 3.34% | 46.13% | - |
| TP ICAP (TCAP.L) | 1.52% | 3.18% | 47.11% | - |
 Legal & General (LGEN.L) | 1.46% | 3.29% | 46.62% | - |
 Disney (DIS) | 1.46% | 3.14% | 45.92% | - |
 Huntington (HBAN) | 1.46% | 3.5% | 45.92% | - |
 M&G (MNG.L) | 1.41% | 4.35% | 40.63% | - |
 Microsoft (MSFT) | 1.39% | 3.23% | 39.23% | - |
 NVIDIA (NVDA) | 1.36% | 4.41% | 30.17% | - |
 Prudential (PRU) | 1.34% | 2.9% | 45.92% | - |
 Centrica (CNA.L) | 1.2% | 0% | 27.8% | 11/8/2023 |
 Burberry (BRBY.L) | 1.16% | 0% | 16.17% | 6/7/2023 |
 Informa (INF.L) | 1.15% | 0% | 23.07% | 1/17/2024 |
 Meta (META) | 1.14% | 3.14% | 26.76% | - |
 RELX (REL.L) | 1.13% | 0% | 42.09% | 1/24/2025 |
 Plus500 (PLUS.L) | 1.12% | 0% | 18.33% | 4/26/2023 |
 Mitie (MTO.L) | 1% | 0% | 17.84% | 10/2/2023 |
 Eli Lilly (LLY) | 0.98% | 3.69% | 29.97% | - |
 Arch Capital (ACGL) | 0.97% | 0% | 28.99% | 5/5/2025 |
 Man Group (EMG.L) | 0.93% | 0% | 19.86% | 10/27/2022 |
 KeyCorp (KEY) | 0.88% | 0% | 28.92% | 5/5/2025 |
 Glencore (GLEN.L) | 0.87% | 0% | 16.17% | 2/17/2023 |
 Taylor Wimpey (TW.L) | 0.8% | 0% | 26.06% | 3/17/2025 |
 Netflix (NFLX) | 0.79% | 2.18% | 22.93% | - |
 Phillips 66 (PSX) | 0.78% | 0% | 28.92% | 5/5/2025 |
 Indivior (INDV.L) | 0.78% | 0% | 16.66% | 8/31/2022 |
 Capricorn Energy (CNE.L) | 0.77% | 0% | 11.5% | 3/31/2023 |
 ABF (ABF.L) | 0.76% | 0% | 20.49% | 1/17/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.75% | 0% | 11.43% | 10/2/2023 |
 QinetiQ (QQ.L) | 0.74% | 0% | 17.35% | 4/9/2024 |
 3i (III) | 0.74% | 0% | 22.86% | 12/12/2023 |
 BAE Systems (BA.L) | 0.72% | 0% | 18.05% | 7/1/2024 |
 Bakkavor (BAKK.L) | 0.7% | 0% | 23.76% | 5/6/2025 |
 B&M (BME.L) | 0.7% | 0% | 15.96% | 12/13/2023 |
 Serco (SRP.L) | 0.68% | 0% | 14.98% | 1/26/2024 |
 Coca Cola Hellenic (CCH.L) | 0.63% | 0% | 18.12% | 4/10/2024 |
 Marks & Spencer (MKS.L) | 0.6% | 0% | 19.58% | 1/11/2024 |
 Balfour Beatty (BBY.L) | 0.58% | 0% | 11.29% | 6/7/2023 |
 Anglo American (AAL.L) | 0.58% | 0% | 13.59% | 7/15/2022 |
 JPMorgan (JPM) | 0.55% | 3.56% | 16.31% | - |
 OSB Group (OSB.L) | 0.55% | 0% | 13.8% | 7/18/2022 |
 Sainsbury's (SBRY.L) | 0.55% | 0% | 12.96% | 8/25/2023 |
 Wise (WISE.L) | 0.51% | 0% | 8.64% | 2/17/2023 |
 Paccar (PCAR) | 0.51% | 0% | 20.21% | 12/30/2024 |
 Verisign (VRSN) | 0.49% | 2.45% | 17% | - |
 Kroger (KR) | 0.49% | 2.43% | 17% | - |
 T-Mobile (TMUS) | 0.48% | 2.28% | 17% | - |
 Tesco (TSCO.L) | 0.48% | 0% | 21.32% | 1/4/2024 |
 GSK (GSK.L) | 0.48% | 0% | 13.45% | 8/4/2022 |
 BHP (BHP.L) | 0.45% | 0% | 12.4% | 7/18/2022 |
 Melrose (MRO.L) | 0.45% | 0% | 9.55% | 9/13/2023 |
 Barclays (BARC.L) | 0.45% | 0% | 11.43% | 1/17/2024 |
 Frasers (FRAS) | 0.44% | 0% | 10.03% | 5/25/2022 |
 Rentokil (RTO.L) | 0.44% | 0% | 11.01% | 12/6/2023 |
 Spirent (SPT.L) | 0.43% | 0% | 8.5% | 2/15/2023 |
 Apple (AAPL) | 0.42% | 0% | 6.48% | 9/18/2024 |
 Lancashire (LRE.L) | 0.41% | 0% | 9.83% | 3/6/2023 |
 Land Securities (LAND.L) | 0.39% | 0% | 11.71% | 7/8/2022 |
 National Grid (NG.L) | 0.37% | 0% | 18.47% | 10/5/2022 |
 Mitchells & Butlers (MAB.L) | 0.37% | 0% | 8.71% | 11/30/2023 |
 Kier (KIE.L) | 0.37% | 0% | 8.36% | 10/9/2023 |
 Berkeley Group (BKG.L) | 0.36% | 0% | 9.13% | 4/16/2024 |
 BAT (BATS.L) | 0.35% | 0% | 13.45% | 8/4/2022 |
 Moneysupermarket (MONY.L) | 0.35% | 0% | 8.36% | 8/25/2023 |
 Pets at Home (PETS.L) | 0.33% | 0% | 8.36% | 8/25/2023 |
 Zigup (ZIG.L) | 0.32% | 0% | 10.03% | 5/25/2022 |
 Hill & Smith (HILS.L) | 0.31% | 0% | 6.9% | 1/5/2024 |
 Unilever (ULVR.L) | 0.31% | 0% | 9.41% | 6/7/2023 |
 Tate & Lyle (TATE.L) | 0.31% | 0% | 15.82% | 9/12/2022 |
 Smith & Nephew (SN.L) | 0.3% | 0% | 7.25% | 2/28/2024 |
 Cranswick (CWK.L) | 0.3% | 0% | 7.11% | 1/22/2024 |
 Greggs (GRG.L) | 0.28% | 0% | 9.69% | 8/25/2023 |
 ITV (ITV.L) | 0.28% | 0% | 7.53% | 6/7/2023 |
 Pearson (PSON.L) | 0.27% | 0% | 5.16% | 2/17/2023 |
 Rotork (ROR.L) | 0.26% | 0% | 6.97% | 4/26/2023 |
 Meggitt (MGGT.L) | 0.25% | 0% | 7.11% | 9/12/2022 |
 Hikma (HIK.L) | 0.25% | 0% | 7.18% | 2/28/2024 |
 Mediclinic International PLC (MDC.L) | 0.24% | 0% | 6.48% | 10/27/2022 |
 Shell (SHEL.L) | 0.22% | 0% | 7.46% | 12/4/2023 |
 Weir Group (WEIR.L) | 0.19% | 0% | 6.34% | 6/7/2023 |
 Direct Line Group (DLG.L) | 0.18% | 0% | 5.78% | 4/14/2022 |
 Segro (SGRO.L) | 0.18% | 0% | 10.03% | 5/25/2022 |
 Standard Chartered (STAN.L) | 0.18% | 0% | 4.95% | 10/26/2023 |
 JD Sports (JD.L) | 0.17% | 0% | 4.6% | 4/26/2023 |
 IHG (IHG.L) | 0.17% | 0% | 4.46% | 3/18/2024 |
 DS Smith (SMDS.L) | 0.17% | 0% | 4.6% | 4/26/2023 |
 Inchcape (INCH.L) | 0.17% | 0% | 8.92% | 8/30/2022 |
 Paragon (PAG.L) | 0.16% | 0% | 4.6% | 4/26/2023 |
 Premier Foods (PFD.L) | 0.16% | 0% | 3.97% | 3/20/2024 |
 Rolls-Royce (RR.L) | 0.15% | 0% | 5.16% | 9/28/2023 |
 Wetherspoon (JDW.L) | 0.14% | 0% | 3.76% | 7/31/2023 |
 WPP (WPP.L) | 0.14% | 0% | 7.18% | 4/14/2022 |
 Sage (SGE.L) | 0.13% | 0% | 2.65% | 11/22/2023 |
 Barratt (BTRW.L) | 0.12% | 0% | 2.93% | 1/17/2024 |
 Rio Tinto (RIO.L) | 0.12% | 0% | 2.93% | 1/17/2024 |
 BOGG (BGEO.L) | 0.12% | 0% | 2.58% | 11/14/2023 |
 Telecom Plus (TEP.L) | 0.11% | 0% | 3.28% | 8/31/2022 |
 AstraZeneca (AZN.L) | 0.11% | 0% | 6.48% | 10/27/2022 |
 CMC Markets (CMCX) | 0.1% | 0% | 4.81% | 8/4/2022 |
 Bunzl (BNZL.L) | 0.1% | 0% | 2.44% | 1/10/2024 |
 Next (NXT.L) | 0.08% | 0% | 2.02% | 1/4/2024 |
 FirstGroup (FGP.L) | 0.08% | 0% | 2.23% | 9/28/2023 |
 Centamin (CEY.L) | 0.07% | 0% | 2.37% | 2/17/2023 |
 Vanquis (VANQ.L) | 0.07% | 0% | 3.07% | 6/9/2023 |
 Whitbread (WTB.L) | 0.07% | 0% | 2.23% | 9/28/2023 |
 Dunelm (DNLM.L) | 0.07% | 0% | 2.93% | 6/7/2023 |
 A.G. Barr (BAG.L) | 0.07% | 0% | 1.67% | 2/15/2024 |
 Smurfit Kappa (SWR.L) | 0.07% | 0% | 2.37% | 12/1/2023 |
 Rightmove (RMV.L) | 0.06% | 0% | 1.46% | 12/8/2023 |
 Ashtead (AHT.L) | 0.06% | 0% | 1.32% | 1/19/2022 |
 Safestore (SAFE.L) | 0.06% | 0% | 1.39% | 1/20/2022 |
 Bodycote (BOY.L) | 0.06% | 0% | 1.39% | 11/23/2023 |
 Evoke (EVOK.L) | 0.05% | 0% | 1.6% | 9/19/2023 |
 Howden Joinery (HWDN.L) | 0.05% | 0% | 1.32% | 1/19/2022 |
 Prudential (PRU.L) | 0.03% | 0% | 0.84% | 11/29/2023 |
 SSE (SSE.L) | 0.03% | 0% | 1.81% | 8/31/2022 |
 Phoenix (PHNX.L) | 0.03% | 0% | 1.81% | 8/31/2022 |
 Ferguson (FERG.L) | 0.03% | 0% | 1.32% | 1/19/2022 |
 Diageo (DGE.L) | 0.02% | 0% | 1.32% | 1/19/2022 |
 Hammerson (HMSO.L) | 0.02% | 0% | 1.18% | 3/6/2023 |
 Halma (HLMA.L) | 0.02% | 0% | 1.32% | 1/19/2022 |
 Robinhood Markets Inc. (HOOD) | 0.02% | 0% | 0.49% | 11/7/2024 |
 Deliveroo (ROO.L) | 0% | 0% | 0.28% | 9/22/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| NatWest (NWG.L) | 3.67% | 5.54% |
| Alphabet (GOOG) | 3.67% | 4.75% |
| HSBC (HSBA.L) | 3.67% | 4.73% |
| Walmart (WMT) | 3.67% | 4.6% |
| NVIDIA (NVDA) | 3.67% | 4.43% |
| Aviva (AV.L) | 3.67% | 4.3% |
| M&G (MNG.L) | 3.67% | 4.26% |
| IBM (IBM) | 3.67% | 4.25% |
| Imperial Brands (IMB.L) | 3.67% | 4.18% |
| Bank of America (BAC) | 3.67% | 4.1% |
| Eli Lilly (LLY) | 3.67% | 3.77% |
| AT&T (T) | 3.67% | 3.69% |
| Amazon (AMZN) | 3.67% | 3.58% |
| JPMorgan (JPM) | 3.67% | 3.47% |
| Berkshire Hathaway (BRK.B) | 3.67% | 3.4% |
| Huntington (HBAN) | 3.67% | 3.38% |
| Microsoft (MSFT) | 3.67% | 3.3% |
| Legal & General (LGEN.L) | 3.67% | 3.26% |
| TP ICAP (TCAP.L) | 3.67% | 3.25% |
| Meta (META) | 3.67% | 3.18% |
| Disney (DIS) | 3.67% | 3.17% |
| Costco (COST) | 3.67% | 3.13% |
| Prudential (PRU) | 3.67% | 2.84% |
| Kroger (KR) | 3.67% | 2.49% |
| Verisign (VRSN) | 3.67% | 2.46% |
| T-Mobile (TMUS) | 3.67% | 2.36% |
| Netflix (NFLX) | 3.67% | 2.29% |
Cash & Instruments Over Time
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