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Portfolio Diversification
Range
Most Diversified
31 instruments
June 18, 2024
Least Diversified
0 instruments
February 2, 2025
Average
22.5 instruments
Most Consistent Holdings
Top 5
IMB.L67.92%
HSBA.L56.71%
NWG.L54.83%
AV.L49.13%
TCAP.L49.06%
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) | 2.54% | 3.93% | 67.92% | - |
| NatWest (NWG.L) | 2.19% | 4.55% | 54.83% | - |
| HSBC (HSBA.L) | 2.08% | 4.81% | 56.71% | - |
 Walmart (WMT) | 1.98% | 4.68% | 47.92% | - |
 Alphabet (GOOG) | 1.97% | 4.12% | 41.68% | - |
 AT&T (T) | 1.88% | 3.69% | 48.05% | - |
 TBC (TBCG.L) | 1.84% | 0% | 29.33% | 4/9/2024 |
| Aviva (AV.L) | 1.82% | 3.81% | 49.13% | - |
 IBM (IBM) | 1.78% | 3.04% | 48.05% | - |
 Costco (COST) | 1.76% | 3.24% | 48.12% | - |
 Beazley (BEZ.L) | 1.74% | 0% | 29.26% | 4/26/2023 |
 Bank of America (BAC) | 1.68% | 0% | 45.77% | 1/27/2026 |
 Investec (INVP.L) | 1.67% | 0% | 27.45% | 4/26/2023 |
 BP (BP.L) | 1.65% | 0% | 31.01% | 6/7/2023 |
 Amazon (AMZN) | 1.64% | 2.88% | 38.86% | - |
| TP ICAP (TCAP.L) | 1.57% | 2.81% | 49.06% | - |
 Berkshire Hathaway (BRK.B) | 1.54% | 0% | 46.17% | 2/2/2026 |
 Huntington (HBAN) | 1.53% | 2.93% | 47.92% | - |
 Legal & General (LGEN.L) | 1.53% | 2.97% | 48.59% | - |
 M&G (MNG.L) | 1.52% | 4.16% | 42.82% | - |
 NVIDIA (NVDA) | 1.46% | 3.85% | 32.75% | - |
 Disney (DIS) | 1.45% | 0% | 45.57% | 1/27/2026 |
 Microsoft (MSFT) | 1.4% | 0% | 39.53% | 2/2/2026 |
 Prudential (PRU) | 1.38% | 2.21% | 47.92% | - |
 Meta (META) | 1.21% | 2.8% | 29.46% | - |
 Centrica (CNA.L) | 1.15% | 0% | 26.78% | 11/8/2023 |
 Burberry (BRBY.L) | 1.12% | 0% | 15.57% | 6/7/2023 |
 Informa (INF.L) | 1.11% | 0% | 22.21% | 1/17/2024 |
 RELX (REL.L) | 1.09% | 0% | 40.54% | 1/24/2025 |
 Plus500 (PLUS.L) | 1.08% | 0% | 17.65% | 4/26/2023 |
 Eli Lilly (LLY) | 1.07% | 3.19% | 32.55% | - |
 Mitie (MTO.L) | 0.96% | 0% | 17.18% | 10/2/2023 |
 Arch Capital (ACGL) | 0.93% | 0% | 27.92% | 5/5/2025 |
 Man Group (EMG.L) | 0.9% | 0% | 19.13% | 10/27/2022 |
 KeyCorp (KEY) | 0.85% | 0% | 27.85% | 5/5/2025 |
 Glencore (GLEN.L) | 0.84% | 0% | 15.57% | 2/17/2023 |
 Netflix (NFLX) | 0.8% | 0% | 23.83% | 2/2/2026 |
 Taylor Wimpey (TW.L) | 0.77% | 0% | 25.1% | 3/17/2025 |
 Phillips 66 (PSX) | 0.75% | 0% | 27.85% | 5/5/2025 |
 Indivior (INDV.L) | 0.75% | 0% | 16.04% | 8/31/2022 |
 Capricorn Energy (CNE.L) | 0.74% | 0% | 11.07% | 3/31/2023 |
 ABF (ABF.L) | 0.73% | 0% | 19.73% | 1/17/2024 |
 Iboxx $ High Yield Corporate Bd Ishares (HYG) | 0.72% | 0% | 11.01% | 10/2/2023 |
 QinetiQ (QQ.L) | 0.71% | 0% | 16.71% | 4/9/2024 |
 3i (III.L) | 0.71% | 0% | 22.01% | 12/12/2023 |
 BAE Systems (BA.L) | 0.69% | 0% | 17.38% | 7/1/2024 |
 Bakkavor (BAKK.L) | 0.68% | 0% | 22.89% | 5/6/2025 |
 B&M (BME.L) | 0.68% | 0% | 15.37% | 12/13/2023 |
 Serco (SRP.L) | 0.66% | 0% | 14.43% | 1/26/2024 |
 Coca Cola Hellenic (CCH.L) | 0.61% | 0% | 17.45% | 4/10/2024 |
 JPMorgan (JPM) | 0.59% | 0% | 17.45% | 2/2/2026 |
 Marks & Spencer (MKS.L) | 0.58% | 0% | 18.86% | 1/11/2024 |
 Balfour Beatty (BBY.L) | 0.56% | 0% | 10.87% | 6/7/2023 |
 Anglo American (AAL.L) | 0.56% | 0% | 13.09% | 7/15/2022 |
 OSB Group (OSB.L) | 0.53% | 0% | 13.29% | 7/18/2022 |
 Sainsbury's (SBRY.L) | 0.53% | 0% | 12.48% | 8/25/2023 |
 Verisign (VRSN) | 0.51% | 0% | 17.72% | 1/27/2026 |
 Kroger (KR) | 0.5% | 0% | 17.72% | 1/27/2026 |
 T-Mobile (TMUS) | 0.49% | 0% | 17.72% | 1/27/2026 |
 Wise (WISE.L) | 0.49% | 0% | 8.32% | 2/17/2023 |
 Paccar (PCAR) | 0.49% | 0% | 19.46% | 12/30/2024 |
 Tesco (TSCO.L) | 0.46% | 0% | 20.54% | 1/4/2024 |
 GSK (GSK.L) | 0.46% | 0% | 12.95% | 8/4/2022 |
 BHP (BHP.L) | 0.44% | 0% | 11.95% | 7/18/2022 |
 Melrose (MRO.L) | 0.43% | 0% | 9.19% | 9/13/2023 |
 Barclays (BARC.L) | 0.43% | 0% | 11.01% | 1/17/2024 |
 Frasers (FRAS) | 0.43% | 0% | 9.66% | 5/25/2022 |
 Rentokil (RTO.L) | 0.42% | 0% | 10.6% | 12/6/2023 |
 Spirent (SPT.L) | 0.42% | 0% | 8.19% | 2/15/2023 |
 Apple (AAPL) | 0.41% | 0% | 6.24% | 9/18/2024 |
 Lancashire (LRE.L) | 0.4% | 0% | 9.46% | 3/6/2023 |
 Land Securities (LAND.L) | 0.37% | 0% | 11.28% | 7/8/2022 |
 National Grid (NG.L) | 0.36% | 0% | 17.79% | 10/5/2022 |
 Mitchells & Butlers (MAB.L) | 0.35% | 0% | 8.39% | 11/30/2023 |
 Kier (KIE.L) | 0.35% | 0% | 8.05% | 10/9/2023 |
 Berkeley Group (BKG.L) | 0.34% | 0% | 8.79% | 4/16/2024 |
 BAT (BATS.L) | 0.34% | 0% | 12.95% | 8/4/2022 |
 Moneysupermarket (MONY.L) | 0.34% | 0% | 8.05% | 8/25/2023 |
 Pets at Home (PETS.L) | 0.32% | 0% | 8.05% | 8/25/2023 |
 Zigup (ZIG.L) | 0.31% | 0% | 9.66% | 5/25/2022 |
 Hill & Smith (HILS.L) | 0.3% | 0% | 6.64% | 1/5/2024 |
 Unilever (ULVR.L) | 0.3% | 0% | 9.06% | 6/7/2023 |
 Tate & Lyle (TATE.L) | 0.3% | 0% | 15.23% | 9/12/2022 |
 Smith & Nephew (SN.L) | 0.29% | 0% | 6.98% | 2/28/2024 |
 Cranswick (CWK.L) | 0.29% | 0% | 6.85% | 1/22/2024 |
 Greggs (GRG.L) | 0.27% | 0% | 9.33% | 8/25/2023 |
 ITV (ITV.L) | 0.27% | 0% | 7.25% | 6/7/2023 |
 Pearson (PSON.L) | 0.26% | 0% | 4.97% | 2/17/2023 |
 Rotork (ROR.L) | 0.25% | 0% | 6.71% | 4/26/2023 |
 Meggitt (MGGT.L) | 0.25% | 0% | 6.85% | 9/12/2022 |
 Hikma (HIK.L) | 0.24% | 0% | 6.91% | 2/28/2024 |
 Mediclinic International PLC (MDC.L) | 0.23% | 0% | 6.24% | 10/27/2022 |
 Shell (SHEL.L) | 0.21% | 0% | 7.18% | 12/4/2023 |
 Weir Group (WEIR.L) | 0.19% | 0% | 6.11% | 6/7/2023 |
 Direct Line Group (DLG.L) | 0.18% | 0% | 5.57% | 4/14/2022 |
 Segro (SGRO.L) | 0.17% | 0% | 9.66% | 5/25/2022 |
 Standard Chartered (STAN.L) | 0.17% | 0% | 4.77% | 10/26/2023 |
 JD Sports (JD.L) | 0.17% | 0% | 4.43% | 4/26/2023 |
 IHG (IHG.L) | 0.17% | 0% | 4.3% | 3/18/2024 |
 DS Smith (SMDS.L) | 0.16% | 0% | 4.43% | 4/26/2023 |
 Inchcape (INCH.L) | 0.16% | 0% | 8.59% | 8/30/2022 |
 Paragon (PAG.L) | 0.16% | 0% | 4.43% | 4/26/2023 |
 Premier Foods (PFD.L) | 0.16% | 0% | 3.83% | 3/20/2024 |
 Rolls-Royce (RR.L) | 0.14% | 0% | 4.97% | 9/28/2023 |
 Wetherspoon (JDW.L) | 0.14% | 0% | 3.62% | 7/31/2023 |
 WPP (WPP.L) | 0.13% | 0% | 6.91% | 4/14/2022 |
 Sage (SGE.L) | 0.12% | 0% | 2.55% | 11/22/2023 |
 Barratt (BTRW.L) | 0.12% | 0% | 2.82% | 1/17/2024 |
 Rio Tinto (RIO.L) | 0.12% | 0% | 2.82% | 1/17/2024 |
 BOGG (BGEO.L) | 0.12% | 0% | 2.48% | 11/14/2023 |
 Telecom Plus (TEP.L) | 0.11% | 0% | 3.15% | 8/31/2022 |
 AstraZeneca (AZN.L) | 0.11% | 0% | 6.24% | 10/27/2022 |
 CMC Markets (CMCX) | 0.1% | 0% | 4.63% | 8/4/2022 |
 Bunzl (BNZL.L) | 0.1% | 0% | 2.35% | 1/10/2024 |
 Next (NXT.L) | 0.08% | 0% | 1.95% | 1/4/2024 |
 FirstGroup (FGP.L) | 0.07% | 0% | 2.15% | 9/28/2023 |
 Centamin (CEY.L) | 0.07% | 0% | 2.28% | 2/17/2023 |
 Vanquis (VANQ.L) | 0.07% | 0% | 2.95% | 6/9/2023 |
 Whitbread (WTB.L) | 0.07% | 0% | 2.15% | 9/28/2023 |
 Caterpillar (CAT) | 0.07% | 3.03% | 2.35% | - |
 Dunelm (DNLM.L) | 0.07% | 0% | 2.82% | 6/7/2023 |
 Chevron (CVX) | 0.07% | 2.9% | 2.35% | - |
 A.G. Barr (BAG.L) | 0.07% | 0% | 1.61% | 2/15/2024 |
 Johnson & Johnson (JNJ) | 0.07% | 2.83% | 2.35% | - |
 Smurfit Kappa (SWR.L) | 0.06% | 0% | 2.28% | 12/1/2023 |
 Applied Materials (AMAT) | 0.06% | 2.85% | 2.35% | - |
 Micron (MU) | 0.06% | 2.56% | 2.35% | - |
 Vertiv (VRT) | 0.06% | 3.6% | 1.95% | - |
 Rightmove (RMV.L) | 0.06% | 0% | 1.41% | 12/8/2023 |
 Ashtead (AHT.L) | 0.06% | 0% | 1.28% | 1/19/2022 |
 Comfort Systems USA (FIX) | 0.06% | 3.18% | 1.95% | - |
 Sterling (STRL.US) | 0.06% | 3.09% | 1.95% | - |
 Safestore (SAFE.L) | 0.06% | 0% | 1.34% | 1/20/2022 |
 Bodycote (BOY.L) | 0.05% | 0% | 1.34% | 11/23/2023 |
 Woodward (WWD) | 0.05% | 3.01% | 1.95% | - |
 Cirrus Logic (CRUS) | 0.05% | 2.78% | 1.95% | - |
 Evoke (EVOK.L) | 0.05% | 0% | 1.54% | 9/19/2023 |
 AerCap (AER) | 0.05% | 2.68% | 1.95% | - |
 Sandisk Corp/DE (SNDK) | 0.05% | 2.52% | 1.95% | - |
 Howden Joinery (HWDN.L) | 0.05% | 0% | 1.28% | 1/19/2022 |
 Prudential (PRU.L) | 0.03% | 0% | 0.81% | 11/29/2023 |
 SSE (SSE.L) | 0.03% | 0% | 1.74% | 8/31/2022 |
 Phoenix (PHNX.L) | 0.03% | 0% | 1.74% | 8/31/2022 |
 Ferguson (FERG.L) | 0.03% | 0% | 1.28% | 1/19/2022 |
 Diageo (DGE.L) | 0.02% | 0% | 1.28% | 1/19/2022 |
 Hammerson (HMSO.L) | 0.02% | 0% | 1.14% | 3/6/2023 |
 Halma (HLMA.L) | 0.02% | 0% | 1.28% | 1/19/2022 |
 Robinhood Markets Inc. (HOOD) | 0.02% | 0% | 0.47% | 11/7/2024 |
 Deliveroo (ROO.L) | 0% | 0% | 0.27% | 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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