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Portfolio Diversification
Range
Most Diversified
154 instruments
December 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
136.2 instruments
Most Consistent Holdings
Top 5
GOOG99.37%
MSFT99.37%
AMZN99.37%
AXP99.37%
DIS99.37%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 Realty Income (O) | 3.62% | 3.17% | 99.37% | - |
 Main Street Capital (MAIN) | 3.21% | 4.61% | 99.37% | - |
 Legal & General (LGEN.L) | 1.98% | 2.25% | 99.37% | - |
 Broadcom (AVGO) | 1.75% | 3.36% | 99.37% | - |
 Verizon (VZ) | 1.73% | 1.99% | 99.37% | - |
 Scottish Mortgage (SMT.L) | 1.72% | 1.46% | 99.37% | - |
 ONEOK (OKE) | 1.64% | 1.89% | 99.37% | - |
 Endesa (ELE.MC) | 1.56% | 1.82% | 99.37% | - |
 CPHequities | 1.56% | 0% | 54.16% | 11/25/2024 |
 Aviva (AV.L) | 1.55% | 1.86% | 99.37% | - |
 Allianz (ALV.DE) | 1.55% | 2.09% | 99.37% | - |
 carminero86 | 1.48% | 0% | 54.16% | 11/25/2024 |
 Lloyd's (LLOY.L) | 1.47% | 1.28% | 99.37% | - |
 WP Carey (WPC) | 1.41% | 1.01% | 99.37% | - |
 Bees84 | 1.37% | 0% | 54.24% | 11/26/2024 |
 Tritax (BBOX.L) | 1.32% | 1.35% | 99.37% | - |
 Mondi (MNDI.L) | 1.29% | 0.65% | 99.37% | - |
| Microsoft (MSFT) | 1.27% | 1.53% | 99.37% | - |
 Invesco QQQ (QQQ) | 1.15% | 1.04% | 99.29% | - |
 3M (MMM) | 1.15% | 0% | 82.9% | 11/25/2025 |
 Unilever (ULVR.L) | 1.12% | 0.29% | 99.37% | - |
 Simon (SPG) | 1.11% | 1.23% | 99.37% | - |
 Gladstone Investment (GAIN) | 1.08% | 2.92% | 51.54% | - |
 PPL (PPL) | 1.07% | 1.28% | 99.37% | - |
| Amazon (AMZN) | 1.01% | 1.37% | 99.37% | - |
 Fosun (0656.HK) | 0.96% | 0.6% | 99.37% | - |
 Diageo (DGE.L) | 0.95% | 0.74% | 99.37% | - |
 Bunzl (BNZL.L) | 0.95% | 0.88% | 99.37% | - |
 TUI AG (TUI.L) | 0.91% | 0% | 43.78% | 7/16/2024 |
 BlackRock (BLK) | 0.89% | 0.96% | 99.37% | - |
 Annaly (NLY) | 0.88% | 0.86% | 99.37% | - |
| Alphabet (GOOG) | 0.88% | 1.34% | 99.37% | - |
 iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.86% | 0.45% | 99.29% | - |
 Vonovia (VNA.DE) | 0.86% | 1.23% | 99.37% | - |
 Segro (SGRO.L) | 0.84% | 0.96% | 99.37% | - |
 VICI Properties (VICI) | 0.83% | 1.05% | 99.37% | - |
 Bristol-Myers Squibb (BMY) | 0.82% | 0.65% | 99.37% | - |
 AGNC (AGNC) | 0.81% | 0.69% | 99.37% | - |
 China Railway (0390.HK) | 0.81% | 0.56% | 99.37% | - |
 Visa (V) | 0.8% | 1% | 99.37% | - |
 Caterpillar (CAT) | 0.79% | 1.56% | 99.13% | - |
 LyondellBasell (LYB) | 0.78% | 0% | 93.35% | 4/7/2026 |
 Citi (C) | 0.76% | 1.06% | 99.37% | - |
 Bitcoin (BTC) | 0.75% | 0.38% | 99.37% | - |
 SFL (SFL) | 0.72% | 1.69% | 60.49% | - |
 Haidilao (06862.HK) | 0.71% | 0.35% | 99.37% | - |
 Weyerhaeuser (WY) | 0.71% | 0.47% | 99.37% | - |
 Aegon (AGN.NV) | 0.7% | 0% | 82.03% | 11/13/2025 |
 Ashtead (SUNB.L) | 0.69% | 0% | 75.46% | 8/22/2025 |
 Omega Healthcare (OHI) | 0.68% | 0.16% | 99.37% | - |
 PayPal (PYPL) | 0.67% | 0.27% | 99.37% | - |
 National Grid (NG.L) | 0.67% | 0% | 81.31% | 5/18/2026 |
 3i Infrastructure (3IN.L) | 0.67% | 0.56% | 99.37% | - |
 iShares S&P 500 UCITS ETF (Dist) (IUSA.L) | 0.66% | 0% | 82.5% | 11/20/2025 |
 SSE (SSE.L) | 0.65% | 1.03% | 99.37% | - |
 Croda (CRDA.L) | 0.63% | 0.68% | 99.37% | - |
 RELX (REL.L) | 0.63% | 0.8% | 99.37% | - |
 Iron Mountain (IRM) | 0.62% | 1.18% | 99.37% | - |
 Grainger (GRI.L) | 0.62% | 0.33% | 99.37% | - |
 iShares Core Dividend Growth ETF (DGRO) | 0.62% | 0.62% | 99.37% | - |
 Workspace (WKP.L) | 0.62% | 0.34% | 99.37% | - |
| Disney (DIS) | 0.6% | 0.17% | 99.37% | - |
 Novo Nordisk (NOVO-B.CO) | 0.58% | 0.16% | 99.37% | - |
 Enagas (ENG.MC) | 0.58% | 0.64% | 99.37% | - |
 Pembina (PBA) | 0.58% | 0.84% | 99.37% | - |
 Federal Realty (FRT) | 0.57% | 0.69% | 99.37% | - |
 Danone (BN.PA) | 0.57% | 0.52% | 99.37% | - |
 CGN Power (1816.HK) | 0.56% | 0.49% | 99.37% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.53% | 0.51% | 99.37% | - |
 Vanguard Real Estate ETF (VNQ) | 0.53% | 0.46% | 99.37% | - |
 Bank of America (BAC) | 0.52% | 0% | 79.73% | 10/15/2025 |
 CVS Health (CVS) | 0.51% | 0.15% | 97.31% | - |
 Rentokil (RTO.L) | 0.51% | 0.25% | 99.37% | - |
 McDonald's (MCD) | 0.51% | 0.33% | 99.37% | - |
 Ocado (OCDO.L) | 0.49% | 0.14% | 99.37% | - |
| American Express (AXP) | 0.49% | 1.11% | 99.37% | - |
 Morgan Stanley (MS) | 0.48% | 0% | 79.73% | 10/15/2025 |
 AT&T (T.US) | 0.48% | 0.54% | 99.37% | - |
 Berkshire Hathaway (BRK.B) | 0.47% | 0.69% | 99.37% | - |
 Howden Joinery (HWDN.L) | 0.47% | 0% | 75.85% | 8/27/2025 |
 Barratt (BTRW.L) | 0.45% | 0.23% | 99.37% | - |
 Prudential (PRU) | 0.45% | 0.46% | 99.37% | - |
 Close Brothers (CBG.L) | 0.45% | 0.29% | 99.37% | - |
 Stanley Black & Decker (SWK) | 0.44% | 0.37% | 99.37% | - |
 LSE (LSEG.L) | 0.41% | 0% | 38.4% | 5/8/2024 |
 HICL Infrastructure (HICL.L) | 0.4% | 0.31% | 99.37% | - |
 Dominion Energy (D) | 0.38% | 0% | 96.36% | 5/18/2026 |
 Algonquin (AQN) | 0.38% | 0.28% | 99.37% | - |
 Hays (HAS.L) | 0.37% | 0.14% | 99.37% | - |
 Lockheed Martin (LMT) | 0.36% | 0% | 87.57% | 6/23/2026 |
 Compass Group (CPG.L) | 0.36% | 0% | 81% | 3/26/2026 |
 Ares Capital (ARCC) | 0.35% | 0.42% | 99.37% | - |
 Enel (ENEL.MI) | 0.35% | 0.4% | 99.37% | - |
 iShares UK Property UCITS ETF (IUKP.L) | 0.35% | 0.33% | 99.13% | - |
 STAG (STAG) | 0.33% | 0.27% | 99.37% | - |
 M&G (MNG.L) | 0.32% | 0.76% | 64.21% | - |
 iShares Core 10+ Year USD Bond ETF (ILTB) | 0.32% | 0% | 69.2% | 11/21/2025 |
 BP (BP.L) | 0.32% | 0.35% | 77.12% | - |
 GSK (GSK.L) | 0.32% | 0% | 73.71% | 7/31/2025 |
 China Everbright Environment (00257.HK) | 0.31% | 0.13% | 99.37% | - |
 AvalonBay (AVB) | 0.3% | 0.31% | 99.37% | - |
 PostNL (PNL.NV) | 0.29% | 0.14% | 99.37% | - |
 AbbVie (ABBV) | 0.28% | 0.32% | 97.31% | - |
 Apple (AAPL) | 0.28% | 0.69% | 99.21% | - |
 PHP (PHP.L) | 0.28% | 0.29% | 99.21% | - |
 IWG (IWG.L) | 0.28% | 0% | 77.91% | 9/22/2025 |
 Dell (DELL) | 0.28% | 1.63% | 50.28% | - |
 Fevertree (FEVR.L) | 0.28% | 0.15% | 57.96% | - |
 Fresnillo (FRES.L) | 0.27% | 0% | 59.38% | 1/30/2025 |
 Schwab US Dividend Equity ETF (SCHD) | 0.26% | 0.26% | 92.72% | - |
 Maersk (MAERSKB.CO) | 0.26% | 0.87% | 59.22% | - |
 McCormick (MKC) | 0.25% | 0.27% | 91.84% | - |
 Vanguard S&P 500 ETF (VOO) | 0.25% | 0.6% | 92.79% | - |
 Berkeley Group (BKG.L) | 0.24% | 0.15% | 98.97% | - |
 iShares Core High Dividend ETF (HDV) | 0.24% | 0.27% | 94.06% | - |
 Novo-Nordisk (NVO) | 0.23% | 0.63% | 40.14% | - |
 HSBC (HSBA.L) | 0.23% | 0.44% | 65.8% | - |
 Coca-Cola (KO) | 0.2% | 0% | 81.47% | 11/7/2025 |
 Amundi (AMUN.PA) | 0.19% | 0.87% | 29.06% | - |
 Pfizer (PFE) | 0.19% | 0.46% | 97.39% | - |
 GBP/USD (GBPUSD) | 0.19% | 0% | 8.63% | 6/18/2026 |
 Enbridge (ENB) | 0.19% | 0.41% | 62.47% | - |
 IIPR (IIPR) | 0.18% | 0% | 85.04% | 12/22/2025 |
 Medical Properties Trust (MPT) | 0.18% | 0.19% | 99.37% | - |
 Humana (HUM) | 0.17% | 0.38% | 69.44% | - |
 Evraz PLC (EVR.L) | 0.17% | 0.13% | 99.37% | - |
 Activision Blizzard, Inc. (ATVI) | 0.16% | 0% | 22.25% | 10/16/2023 |
 Netflix (NFLX) | 0.16% | 0% | 53.6% | 4/27/2026 |
 Aegon (AEG) | 0.16% | 0.62% | 44.02% | - |
 PZ Cussons (PZC.L) | 0.16% | 0.24% | 96.44% | - |
 Vistry (VTY.L) | 0.16% | 0.12% | 57.01% | - |
 Uber (UBER) | 0.15% | 0.73% | 17.89% | - |
 Severn Trent (SVT.L) | 0.14% | 0% | 49.33% | 9/24/2024 |
 UnitedHealth (UNH) | 0.14% | 0.49% | 44.1% | - |
 Eli Lilly (LLY) | 0.14% | 0.34% | 57.09% | - |
 Tesco (TSCO.L) | 0.13% | 0.69% | 31.83% | - |
 iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.13% | 0.53% | 21.22% | - |
 Altria (MO) | 0.13% | 0% | 50.04% | 10/3/2024 |
 Moneysupermarket (MONY.L) | 0.13% | 0% | 50.44% | 10/28/2025 |
 SAP (SAP.DE) | 0.13% | 0.62% | 21.38% | - |
 Spirent (SPT.L) | 0.12% | 0% | 71.65% | 7/24/2025 |
 Atlantica (AY) | 0.12% | 0% | 55.82% | 12/16/2024 |
 Cigna (CI) | 0.11% | 0.3% | 39.98% | - |
 Meta (META) | 0.11% | 0% | 21.93% | 10/12/2023 |
 Physicians Realty Trust (DOC.Acquired) | 0.11% | 0% | 33.33% | 3/4/2024 |
 iShares MSCI China ETF (MCHI) | 0.11% | 0.44% | 40.62% | - |
 DCC (DCC.L) | 0.1% | 0% | 40.14% | 4/29/2026 |
 Porsche (P911.DE) | 0.1% | 0% | 63.74% | 9/11/2025 |
 Airbnb (ABNB) | 0.09% | 0% | 27.95% | 12/27/2023 |
 JPMorgan (JPM) | 0.08% | 0.48% | 36.9% | - |
 Big Yellow (BYG.L) | 0.08% | 0% | 25.89% | 10/13/2025 |
 ING (INGA.NV) | 0.07% | 0.18% | 41.17% | - |
 Raspberry Pi Ltd (RPI.L) | 0.07% | 0% | 32.7% | 4/15/2026 |
 Omnicom (OMC) | 0.07% | 0% | 32.22% | 1/23/2026 |
 Sea (SE) | 0.07% | 0% | 68.25% | 5/23/2025 |
 Taylor Wimpey (TW.L) | 0.07% | 0.13% | 44.42% | - |
 Enterprise Products (EPD) | 0.06% | 0% | 43.15% | 8/5/2024 |
 Logitech (LOGI) | 0.06% | 0% | 12.19% | 5/29/2026 |
 Persimmon (PSN.L) | 0.06% | 0% | 28.11% | 11/27/2025 |
 Oracle (ORCL) | 0.06% | 0.26% | 7.92% | - |
 Foreign & Colonial (FCIT.L) | 0.06% | 0% | 41.17% | 6/13/2024 |
 ASM (ASM.NV) | 0.06% | 0% | 19.32% | 12/10/2025 |
 Iberdrola (IBE.MC) | 0.06% | 0.26% | 27.4% | - |
 Campbell Soup (CPB) | 0.06% | 0% | 39.03% | 3/7/2025 |
 Interpublic Group (IPG) | 0.05% | 0% | 2.53% | 1/10/2025 |
 Hershey (HSY) | 0.05% | 0% | 28.9% | 12/11/2025 |
 Alibaba (BABA) | 0.05% | 0.2% | 16.79% | - |
 British Land (BLND.L) | 0.05% | 0% | 24.78% | 10/15/2025 |
 Signify (LIGHT.NV) | 0.05% | 0.55% | 18.76% | - |
 DS Smith (SMDS.L) | 0.05% | 0% | 12.03% | 9/9/2024 |
 Direct Line Group (DLG.L) | 0.05% | 0% | 15.84% | 6/25/2025 |
 BAE Systems (BA.L) | 0.05% | 0% | 18.45% | 3/24/2026 |
 Ethereum (ETH) | 0.04% | 0% | 54.87% | 12/4/2024 |
 Assura (AGR.L) | 0.04% | 0% | 15.12% | 8/27/2025 |
 Frontier Communications (FYBR) | 0.04% | 0% | 32.46% | 12/11/2025 |
 Rolls-Royce (RR.L) | 0.04% | 0% | 6.33% | 12/22/2025 |
 Nike (NKE) | 0.04% | 0% | 26.84% | 1/23/2026 |
 Target (TGT) | 0.04% | 0% | 25.34% | 10/27/2025 |
 Teladoc (TDOC) | 0.04% | 0% | 40.14% | 5/31/2024 |
 Whitbread (WTB.L) | 0.04% | 0% | 13.38% | 10/27/2025 |
 Johnson & Johnson (JNJ) | 0.03% | 0% | 17.34% | 11/11/2025 |
 Tate & Lyle (TATE.L) | 0.03% | 0% | 19.79% | 5/12/2026 |
 EUR/GBP (EURGBP) | 0.03% | 0% | 2.85% | 3/11/2026 |
 ARK Innovation ETF (ARKK) | 0.03% | 0% | 49.41% | 9/25/2024 |
 Renewi (RWI.L) | 0.03% | 0% | 14.65% | 6/3/2025 |
 Smucker (SJM) | 0.03% | 0% | 6.81% | 3/7/2025 |
 QCR Holdings (QCRH) | 0.03% | 0% | 16.39% | 7/8/2025 |
 Nestle (NESN.ZU) | 0.03% | 0% | 13.38% | 9/18/2025 |
 Electricite de France SA (EDF.PA_old) | 0.03% | 0% | 3.88% | 2/20/2023 |
 Cedar Fair (FUN.US) | 0.02% | 0% | 19.16% | 2/16/2024 |
 EssilorLuxottica (EL.PA) | 0.02% | 0.22% | 9.82% | - |
 Cloudflare (NET) | 0.02% | 0% | 17.74% | 8/16/2023 |
 Costco (COST) | 0.02% | 0.84% | 5.3% | - |
 abrdn (ABDN.L) | 0.02% | 0% | 10.69% | 3/3/2025 |
 Clorox (CLX) | 0.02% | 0% | 23.83% | 1/23/2026 |
 Eaton (ETN) | 0.02% | 0% | 11.64% | 11/19/2025 |
 Vodafone (VOD.L) | 0.02% | 0% | 9.18% | 7/26/2024 |
 Virgin Money (VMUK.L) | 0.02% | 0% | 15.76% | 9/23/2024 |
 EUR/USD (EURUSD) | 0.02% | 0% | 2.61% | 3/16/2026 |
 ASML (ASML.NV) | 0.02% | 0% | 8.47% | 11/25/2025 |
 Reckitt (RKT.L) | 0.02% | 0% | 11.88% | 11/27/2024 |
 Kroger (KR) | 0.02% | 0% | 10.53% | 1/23/2026 |
 Barclays (BARC.L) | 0.02% | 0% | 11.4% | 2/17/2025 |
 NVIDIA (NVDA) | 0.02% | 0% | 9.82% | 12/9/2025 |
 Starbucks (SBUX) | 0.02% | 0% | 11.08% | 1/21/2026 |
 BAT (BATS.L) | 0.02% | 0% | 10.85% | 9/26/2024 |
 Flutter (FLTR.L) | 0.01% | 0% | 1.27% | 1/17/2023 |
 TI Fluid Systems (TIFS.L) | 0.01% | 0% | 7.05% | 12/16/2024 |
 BT (BT.L) | 0.01% | 0% | 9.74% | 9/17/2024 |
 PepsiCo (PEP) | 0.01% | 0% | 5.78% | 1/21/2026 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.01% | 0% | 0.4% | 11/7/2025 |
 Cisco (CSCO) | 0.01% | 0% | 5.94% | 5/19/2023 |
 Rio Tinto (RIO.L) | 0.01% | 0% | 5.54% | 8/1/2023 |
 Drax Group (DRX.L) | 0.01% | 0% | 6.57% | 5/7/2025 |
 City of London (CTY.L) | 0.01% | 0% | 5.94% | 4/2/2024 |
 Rightmove (RMV.L) | 0.01% | 0% | 2.06% | 11/13/2025 |
 Chesnara (CSN.L) | 0.01% | 0% | 6.41% | 11/25/2025 |
 Spotify (SPOT) | 0.01% | 0% | 6.81% | 3/30/2023 |
 Chevron (CVX.US) | 0.01% | 0% | 3.64% | 4/3/2023 |
 Domino's (DPZ) | 0.01% | 0% | 4.51% | 9/26/2025 |
 Solventum (SOLV) | 0.01% | 0% | 2.85% | 5/8/2024 |
 Brookfield (BN.US) | 0.01% | 0% | 1.35% | 1/18/2023 |
 Tesla (TSLA) | 0% | 0% | 3.88% | 2/3/2026 |
 LondonMetric (LMP.L) | 0% | 0% | 3.25% | 10/14/2025 |
 Kenvue (KVUE) | 0% | 0% | 2.85% | 11/7/2025 |
 Procter & Gamble (PG) | 0% | 0% | 2.3% | 12/10/2025 |
 Bakkavor (BAKK.L) | 0% | 0% | 1.9% | 10/10/2025 |
 GlaxoSmithKline (GSK) | 0% | 0% | 1.66% | 8/13/2025 |
 iRhythm (IRTC) | 0% | 0% | 1.98% | 1/6/2025 |
 UK100 Index (Non Expiry) (UK100) | 0% | 0% | 0.24% | 10/27/2025 |
 Carnival (CCL) | 0% | 0% | 2.14% | 10/21/2025 |
 Ecopetrol (EC) | 0% | 0% | 1.98% | 1/6/2025 |
 Bayer (BAYN.DE) | 0% | 0% | 1.35% | 12/13/2024 |
 ASML (ASML) | 0% | 0% | 1.82% | 12/22/2025 |
 Super Hi (9658.HK) | 0% | 0% | 2.93% | 2/8/2023 |
 Indutrade AB (INDT.ST) | 0% | 0% | 1.66% | 10/21/2025 |
 Klarna Group plc (KLAR) | 0% | 0% | 1.82% | 3/10/2026 |
 Heineken (HEIA.NV) | 0% | 0% | 1.58% | 3/3/2026 |
 Intel (INTC) | 0% | 0% | 1.11% | 1/29/2026 |
 Wood (WG.L) | 0% | 0% | 0.63% | 2/28/2025 |
 CCB (0939.HK) | 0% | 0% | 1.19% | 5/15/2025 |
 OSB Group (OSB.L) | 0% | 0% | 1.19% | 1/21/2025 |
 Aflac (AFL) | 0% | 0% | 1.11% | 12/3/2024 |
 Credo (CRDO) | 0% | 0% | 0.63% | 3/4/2025 |
 Sainsbury's (SBRY.L) | 0% | 0% | 0.48% | 6/14/2023 |
 Micron (MU) | 0% | 0% | 0.63% | 10/1/2025 |
 Johnson Matthey (JMAT.L) | 0% | 0% | 0.4% | 6/13/2023 |
 USD/CHF (USDCHF) | 0% | 0% | 0.08% | 2/10/2026 |
 Yum (YUM) | 0% | 0% | 0.08% | 10/21/2025 |
 Agilysys (AGYS) | 0% | 0% | 0.32% | 12/17/2024 |
 Capital City Bank (CCBG) | 0% | 0% | 0.32% | 12/17/2024 |
 Best Buy (BBY) | 0% | 0% | 0.32% | 12/16/2024 |
 Spirit Realty Capital Inc (SRC) | 0% | 0% | 0.24% | 11/2/2023 |
 Siemens (SIE.DE) | 0% | 0% | 0.16% | 2/18/2026 |
 Grafton Group (GFTU.L) | 0% | 0% | 0.24% | 10/4/2024 |
 Comcast (CMCSA) | 0% | 0% | 0.24% | 2/3/2025 |
 Volkswagen (VOW3.DE) | 0% | 0% | 0.24% | 11/29/2024 |
 Besi (BESI.NV) | 0% | 0% | 0.08% | 12/9/2025 |
 Applied Digital (APLD) | 0% | 0% | 0.24% | 10/24/2025 |
 Colgate (CL) | 0% | 0% | 0.16% | 1/30/2023 |
 Trainline (TRN.L) | 0% | 0% | 0.16% | 12/4/2024 |
 Smith & Nephew (SN.L) | 0% | 0% | 0.16% | 11/27/2024 |
 Globalstar (GSAT) | 0% | 0% | 0.16% | 2/14/2025 |
 Warehouse REIT (WHR.L) | 0% | 0% | 0.16% | 6/27/2025 |
 Extra Space (EXR) | 0% | 0% | 0.08% | 8/3/2023 |
 Walgreens (WBA) | 0% | 0% | 0.08% | 2/16/2023 |
 Net Lease Office Properties (NLOP) | 0% | 0% | 0.4% | 11/7/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Realty Income (O) | 5.33% | 5% |
| Main Street Capital (MAIN) | 3.07% | 3.98% |
| Broadcom (AVGO) | 1.23% | 3.35% |
| Gladstone Investment (GAIN) | 2.86% | 2.92% |
| Verizon (VZ) | 3.18% | 2.72% |
| Legal & General (LGEN.L) | 2.12% | 2.35% |
| Aviva (AV.L) | 1.48% | 2.19% |
| Allianz (ALV.DE) | 1.2% | 2.19% |
| Microsoft (MSFT) | 1.7% | 2.16% |
| GBP/USD (GBPUSD) | 2.33% | 2.09% |
| ONEOK (OKE) | 1.8% | 1.94% |
| Invesco QQQ (QQQ) | 1.17% | 1.71% |
| Endesa (ELE.MC) | 0.85% | 1.56% |
| Scottish Mortgage (SMT.L) | 1.48% | 1.5% |
| SFL (SFL) | 1.8% | 1.38% |
| Tritax (BBOX.L) | 1.59% | 1.37% |
| WP Carey (WPC) | 1.48% | 1.34% |
| Vonovia (VNA.DE) | 1.3% | 1.33% |
| Lloyd's (LLOY.L) | 0.53% | 1.28% |
| Alphabet (GOOG) | 0.54% | 1.26% |
| Uber (UBER) | 1.3% | 1.19% |
| Simon (SPG) | 0.74% | 1.1% |
| SSE (SSE.L) | 0.74% | 1.03% |
| PPL (PPL) | 0.74% | 1% |
| Caterpillar (CAT) | 0.32% | 0.99% |
| RELX (REL.L) | 0.95% | 0.96% |
| Citi (C) | 0.42% | 0.96% |
| Amazon (AMZN) | 0.53% | 0.9% |
| Mondi (MNDI.L) | 1.8% | 0.89% |
| China Railway (0390.HK) | 0.85% | 0.88% |
| LyondellBasell (LYB) | 1.48% | 0.84% |
| Segro (SGRO.L) | 1.3% | 0.84% |
| VICI Properties (VICI) | 0.85% | 0.83% |
| Amundi (AMUN.PA) | 0.74% | 0.82% |
| Diageo (DGE.L) | 1.48% | 0.82% |
| BlackRock (BLK) | 0.64% | 0.82% |
| Iron Mountain (IRM) | 0.65% | 0.81% |
| Annaly (NLY) | 1.17% | 0.81% |
| Compass Group (CPG.L) | 0.74% | 0.77% |
| Visa (V) | 0.42% | 0.77% |
| Novo-Nordisk (NVO) | 0.95% | 0.74% |
| Fosun (0656.HK) | 1.7% | 0.74% |
| Bunzl (BNZL.L) | 1.06% | 0.74% |
| AGNC (AGNC) | 1.06% | 0.74% |
| M&G (MNG.L) | 0.53% | 0.72% |
| Federal Realty (FRT) | 0.74% | 0.7% |
| iShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L) | 0.69% | 0.68% |
| Bristol-Myers Squibb (BMY) | 0.74% | 0.67% |
| Dell (DELL) | 0.66% | 0.65% |
| Croda (CRDA.L) | 1.19% | 0.65% |
| American Express (AXP) | 0.32% | 0.65% |
| Aegon (AEG) | 0.56% | 0.62% |
| iShares Core Dividend Growth ETF (DGRO) | 0.42% | 0.62% |
| SAP (SAP.DE) | 0.64% | 0.62% |
| Vanguard S&P 500 ETF (VOO) | 0.53% | 0.61% |
| 3i Infrastructure (3IN.L) | 0.53% | 0.61% |
| Haidilao (06862.HK) | 1.17% | 0.6% |
| CGN Power (1816.HK) | 0.42% | 0.59% |
| Enagas (ENG.MC) | 0.74% | 0.59% |
| Lockheed Martin (LMT) | 0.53% | 0.56% |
| Ares Capital (ARCC) | 0.53% | 0.52% |
| Renewables Infrastructure Group (TRIG.L) | 0.85% | 0.51% |
| Berkshire Hathaway (BRK.B) | 0.32% | 0.5% |
| AT&T (T.US) | 0.42% | 0.49% |
| Weyerhaeuser (WY) | 0.74% | 0.48% |
| Danone (BN.PA) | 0.32% | 0.48% |
| Vanguard Real Estate ETF (VNQ) | 0.53% | 0.46% |
| Unilever (ULVR.L) | 0.42% | 0.45% |
| Alibaba (BABA) | 0.46% | 0.44% |
| Maersk (MAERSKB.CO) | 0.32% | 0.43% |
| Cigna (CI) | 0.42% | 0.42% |
| Workspace (WKP.L) | 0.85% | 0.41% |
| Omnicom (OMC) | 0.46% | 0.41% |
| McDonald's (MCD) | 0.32% | 0.41% |
| Prudential (PRU) | 0.32% | 0.4% |
| HSBC (HSBA.L) | 0.21% | 0.4% |
| PayPal (PYPL) | 1.38% | 0.4% |
| Grainger (GRI.L) | 0.64% | 0.39% |
| McCormick (MKC) | 0.42% | 0.39% |
| Pembina (PBA) | 0.32% | 0.38% |
| Enbridge (ENB) | 0.32% | 0.38% |
| Enel (ENEL.MI) | 0.21% | 0.38% |
| Close Brothers (CBG.L) | 0.85% | 0.37% |
| Bitcoin (BTC) | 0.21% | 0.36% |
| Apple (AAPL) | 0.21% | 0.36% |
| iShares UK Property UCITS ETF (IUKP.L) | 0.34% | 0.34% |
| Logitech (LOGI) | 0.35% | 0.33% |
| AvalonBay (AVB) | 0.32% | 0.33% |
| DCC (DCC.L) | 0.38% | 0.33% |
| Barratt (BTRW.L) | 0.53% | 0.33% |
| Stanley Black & Decker (SWK) | 0.64% | 0.33% |
| Eli Lilly (LLY) | 0.21% | 0.33% |
| Disney (DIS) | 0.32% | 0.33% |
| PHP (PHP.L) | 0.42% | 0.32% |
| Vistry (VTY.L) | 0.42% | 0.32% |
| AbbVie (ABBV) | 0.21% | 0.32% |
| Algonquin (AQN) | 0.53% | 0.31% |
| Dominion Energy (D) | 0.32% | 0.3% |
| HICL Infrastructure (HICL.L) | 0.42% | 0.29% |
| Omega Healthcare (OHI) | 0.21% | 0.28% |
| STAG (STAG) | 0.32% | 0.28% |
| Rentokil (RTO.L) | 0.32% | 0.28% |
| Humana (HUM) | 0.32% | 0.28% |
| UnitedHealth (UNH) | 0.42% | 0.28% |
| iShares Core High Dividend ETF (HDV) | 0.21% | 0.26% |
| Hays (HAS.L) | 0.53% | 0.25% |
| Iberdrola (IBE.MC) | 0.21% | 0.25% |
| iShares MSCI China ETF (MCHI) | 0.21% | 0.24% |
| Schwab US Dividend Equity ETF (SCHD) | 0.21% | 0.24% |
| Medical Properties Trust (MPT) | 0.53% | 0.23% |
| BP (BP.L) | 0.22% | 0.22% |
| Costco (COST) | 0.22% | 0.22% |
| Nike (NKE) | 0.22% | 0.22% |
| Signify (LIGHT.NV) | 0.21% | 0.21% |
| PZ Cussons (PZC.L) | 0.32% | 0.19% |
| Taylor Wimpey (TW.L) | 0.21% | 0.19% |
| Kroger (KR) | 0.21% | 0.19% |
| ING (INGA.NV) | 0.11% | 0.18% |
| Berkeley Group (BKG.L) | 0.21% | 0.18% |
| PostNL (PNL.NV) | 0.64% | 0.17% |
| Ocado (OCDO.L) | 1.17% | 0.17% |
| Novo Nordisk (NOVO-B.CO) | 0.42% | 0.17% |
| Fevertree (FEVR.L) | 0.21% | 0.17% |
| Raspberry Pi Ltd (RPI.L) | 0.32% | 0.16% |
| Tate & Lyle (TATE.L) | 0.21% | 0.16% |
| Pfizer (PFE) | 0.21% | 0.16% |
| China Everbright Environment (00257.HK) | 0.11% | 0.15% |
| iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L) | 0.11% | 0.14% |
| Evraz PLC (EVR.L) | 0.32% | 0.14% |
| JPMorgan (JPM) | 0.11% | 0.14% |
| Starbucks (SBUX) | 0.11% | 0.11% |
| CVS Health (CVS) | 0.11% | 0.1% |
| Clorox (CLX) | 0.11% | 0.07% |
Cash & Instruments Over Time
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