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Portfolio Diversification
Range
Most Diversified
21 instruments
May 13, 2022
Least Diversified
0 instruments
March 11, 2025
Average
13.1 instruments
Most Consistent Holdings
Top 5
LGEN.L93.03%
PHNX.L81.93%
BATS.L74%
AV.L72.83%
DLG.L68.28%
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 |
|---|---|---|---|---|
| Phoenix (PHNX.L) | 10.74% | 8.41% | 81.93% | - |
| Direct Line Group (DLG.L) | 8.88% | 0% | 68.28% | 1/7/2025 |
| Legal & General (LGEN.L) | 8.65% | 15.7% | 93.03% | - |
| BAT (BATS.L) | 8.03% | 0% | 74% | 1/9/2025 |
 Unilever (ULVR.L) | 7.54% | 0% | 58.83% | 4/4/2025 |
| Aviva (AV.L) | 5.98% | 0% | 72.83% | 1/7/2025 |
 HP (HPQ) | 5.08% | 5.51% | 59.45% | - |
 Vistra (VST) | 3.8% | 0% | 51.93% | 3/12/2024 |
 Ashmore (ASHM.L) | 3.6% | 0% | 34.14% | 1/15/2026 |
 GlaxoSmithKline (GSK) | 3.33% | 9.87% | 32.21% | - |
 Vonovia (VNA.DE) | 3.32% | 0.84% | 39.17% | - |
 M&G (MNG.L) | 3.01% | 7.3% | 34.28% | - |
 HSBC (HSBA.L) | 1.67% | 0% | 28.48% | 3/14/2023 |
 Diageo (DGE.L) | 1.64% | 6.42% | 23.45% | - |
 Spectris (SXS.L) | 1.59% | 0% | 33.86% | 6/23/2025 |
 Reckitt (RKT.L) | 1.59% | 0% | 33.31% | 7/29/2024 |
 Atkore (ATKR) | 1.57% | 3.33% | 34.07% | - |
 Prudential (PRU.L) | 1.39% | 0% | 24.62% | 9/18/2025 |
 Meta (META) | 1.27% | 0% | 23.79% | 4/27/2023 |
 Banca Generali (BGN.MI) | 1.23% | 0% | 24.34% | 3/20/2024 |
 Just Group (JUST.L) | 1.2% | 0% | 15.45% | 8/16/2022 |
 PVH (PVH) | 1% | 5.1% | 14.55% | - |
 Persimmon (PSN.L) | 0.98% | 10.88% | 9.93% | - |
 Berry Plastics (BERY) | 0.95% | 0% | 14.28% | 7/28/2022 |
 Halfords (HFD.L) | 0.83% | 0% | 28.76% | 5/23/2024 |
 Newell Brands (NWL) | 0.81% | 0% | 15.17% | 1/15/2026 |
 PepsiCo (PEP) | 0.74% | 7.38% | 13.86% | - |
 Teleperformance (TEP.PA) | 0.71% | 0% | 9.59% | 3/3/2025 |
 Kraft Heinz (KHC) | 0.57% | 0% | 5.79% | 9/5/2025 |
 PayPoint (PAY.L) | 0.55% | 0% | 14.34% | 10/26/2023 |
 VF Corp (VFC) | 0.5% | 0% | 9.59% | 5/12/2025 |
 Volkswagen (VOW3.DE) | 0.5% | 0% | 12.14% | 3/27/2023 |
 PUMA (PUM.DE) | 0.48% | 0% | 11.45% | 8/25/2025 |
 ITV (ITV.L) | 0.45% | 0% | 21.38% | 11/7/2025 |
 GoPro (GPRO) | 0.45% | 0% | 12.97% | 3/16/2023 |
 Farfetch (FTCHQ) | 0.44% | 0% | 17.38% | 1/8/2024 |
 Imperial Brands (IMB.L) | 0.42% | 0% | 13.66% | 7/18/2022 |
 Alibaba (BABA) | 0.38% | 0% | 11.72% | 7/18/2022 |
 Intesa Sanpaolo (ISP.MI) | 0.35% | 0% | 12.34% | 11/7/2022 |
 Diageo (DEO) | 0.3% | 6.78% | 13.79% | - |
 Alphabet (GOOGL) | 0.28% | 0% | 10.69% | 10/2/2023 |
 GSK (GSK.L) | 0.21% | 0% | 9.66% | 3/15/2024 |
 A.G. Barr (BAG.L) | 0.21% | 0% | 9.66% | 3/15/2024 |
 Intel (INTC) | 0.19% | 0% | 14.62% | 3/27/2023 |
 Netflix (NFLX) | 0.17% | 0% | 2.76% | 6/1/2022 |
 Alibaba (9988.HK) | 0.16% | 0% | 13.66% | 7/18/2022 |
 Paramount (PSKY) | 0.15% | 0% | 1.79% | 1/26/2022 |
 Shopify (SHOP) | 0.11% | 0% | 6% | 8/2/2022 |
 Gen Digital (GEN) | 0.1% | 0% | 4.41% | 11/28/2022 |
 Uber (UBER) | 0.1% | 0% | 6% | 8/2/2022 |
 Tupperware (TUPBQ) | 0.09% | 0% | 1.24% | 1/18/2022 |
 Vodafone (VOD.L) | 0.08% | 0% | 1.17% | 9/23/2024 |
 Workspace (WKP.L) | 0.07% | 0% | 5.79% | 8/14/2025 |
 Evolution (EVO.ST) | 0.06% | 1.64% | 4.83% | - |
 Baidu (BIDU) | 0.05% | 0% | 1.24% | 1/18/2022 |
 Rolls-Royce (RR.L) | 0.04% | 0% | 1.17% | 1/17/2022 |
 Lyft (LYFT) | 0.04% | 0% | 5.1% | 7/18/2022 |
 Poste Italiane (PST.MI) | 0.03% | 0% | 2.97% | 9/16/2022 |
 Zoom (ZM) | 0.02% | 0% | 1.86% | 6/1/2022 |
 Unilever (UL.US) | 0.01% | 0% | 0.41% | 1/24/2022 |
 3M (MMM) | 0.01% | 0% | 0.69% | 3/27/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Legal & General (LGEN.L) | 15.69% | 16.12% |
| Persimmon (PSN.L) | 9.66% | 10.78% |
| GlaxoSmithKline (GSK) | 8.39% | 10.43% |
| Newell Brands (NWL) | 12.35% | 9.78% |
| Phoenix (PHNX.L) | 7.6% | 9.53% |
| Ashmore (ASHM.L) | 9.13% | 8.74% |
| M&G (MNG.L) | 6.15% | 8.19% |
| Diageo (DGE.L) | 9.61% | 6.5% |
| PVH (PVH) | 6.01% | 5.67% |
| PepsiCo (PEP) | 5.26% | 4.9% |
| Atkore (ATKR) | 4.56% | 3.03% |
| Diageo (DEO) | 3.18% | 2.51% |
| Evolution (EVO.ST) | 2.08% | 1.81% |
Cash & Instruments Over Time
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