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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.L93.32%
PHNX.L82.89%
BATS.L69.54%
AV.L68.44%
DLG.L64.16%
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) | 10.47% | 3.69% | 82.89% | - |
| Legal & General (LGEN.L) | 8.78% | 6.21% | 93.32% | - |
| Direct Line Group (DLG.L) | 8.34% | 0% | 64.16% | 1/7/2025 |
| BAT (BATS.L) | 7.55% | 0% | 69.54% | 1/9/2025 |
 Unilever (ULVR.L) | 7.08% | 0% | 55.28% | 4/4/2025 |
| Aviva (AV.L) | 5.61% | 0% | 68.44% | 1/7/2025 |
 HP (HPQ) | 5.13% | 0% | 61.57% | 4/21/2026 |
 GlaxoSmithKline (GSK) | 3.79% | 7.57% | 36.16% | - |
 Vonovia (VNA.DE) | 3.64% | 4.32% | 42.71% | - |
 Vistra (VST) | 3.57% | 0% | 48.8% | 3/12/2024 |
 Ashmore (ASHM.L) | 3.39% | 0% | 32.08% | 1/15/2026 |
 M&G (MNG.L) | 3.19% | 4.41% | 38.11% | - |
 Diageo (DGE.L) | 1.85% | 3.04% | 27.93% | - |
 Atkore (ATKR) | 1.65% | 2.99% | 37.91% | - |
 Reckitt (RKT.L) | 1.58% | 2.17% | 33.25% | - |
 HSBC (HSBA.L) | 1.57% | 0% | 26.77% | 3/14/2023 |
 Persimmon (PSN.L) | 1.49% | 6.84% | 15.23% | - |
 Spectris (SXS.L) | 1.49% | 0% | 31.82% | 6/23/2025 |
 Prudential (PRU.L) | 1.3% | 0% | 23.14% | 9/18/2025 |
 Meta (META) | 1.2% | 0% | 22.36% | 4/27/2023 |
 Banca Generali (BGN.MI) | 1.15% | 0% | 22.88% | 3/20/2024 |
 Just Group (JUST.L) | 1.13% | 0% | 14.52% | 8/16/2022 |
 PepsiCo (PEP) | 0.95% | 0% | 16.27% | 3/12/2026 |
 PVH (PVH) | 0.94% | 0% | 13.74% | 1/22/2026 |
 Berry Plastics (BERY) | 0.89% | 0% | 13.42% | 7/28/2022 |
 PUMA (PUM.DE) | 0.84% | 5.03% | 16.07% | - |
 Halfords (HFD.L) | 0.78% | 0% | 27.03% | 5/23/2024 |
 Newell Brands (NWL) | 0.76% | 0% | 14.26% | 1/15/2026 |
 Teleperformance (TEP.PA) | 0.67% | 0% | 9.01% | 3/3/2025 |
 Diageo (DEO) | 0.66% | 2.72% | 18.86% | - |
 Kraft Heinz (KHC) | 0.54% | 0% | 5.44% | 9/5/2025 |
 PayPoint (PAY.L) | 0.52% | 0% | 13.48% | 10/26/2023 |
 VF Corp (VFC) | 0.47% | 0% | 9.01% | 5/12/2025 |
 Volkswagen (VOW3.DE) | 0.47% | 0% | 11.41% | 3/27/2023 |
 ITV (ITV.L) | 0.43% | 0% | 20.09% | 11/7/2025 |
 GoPro (GPRO) | 0.43% | 0% | 12.18% | 3/16/2023 |
 Farfetch (FTCHQ) | 0.41% | 0% | 16.33% | 1/8/2024 |
 Imperial Brands (IMB.L) | 0.39% | 0% | 12.83% | 7/18/2022 |
 Alibaba (BABA) | 0.36% | 0% | 11.02% | 7/18/2022 |
 Intesa Sanpaolo (ISP.MI) | 0.33% | 0% | 11.6% | 11/7/2022 |
 Alphabet (GOOGL) | 0.26% | 0% | 10.05% | 10/2/2023 |
 GSK (GSK.L) | 0.19% | 0% | 9.07% | 3/15/2024 |
 PayPal (PYPL) | 0.19% | 0% | 2.98% | 3/23/2026 |
 A.G. Barr (BAG.L) | 0.19% | 0% | 9.07% | 3/15/2024 |
 Intel (INTC) | 0.18% | 0% | 13.74% | 3/27/2023 |
 Netflix (NFLX) | 0.16% | 0% | 2.59% | 6/1/2022 |
 Unilever (UL.US) | 0.16% | 5.99% | 2.59% | - |
 Evolution (EVO.ST) | 0.15% | 0% | 9.92% | 4/15/2026 |
 Alibaba (9988.HK) | 0.15% | 0% | 12.83% | 7/18/2022 |
 Paramount (PSKY) | 0.14% | 0% | 1.69% | 1/26/2022 |
 Shopify (SHOP) | 0.1% | 0% | 5.64% | 8/2/2022 |
 Gen Digital (GEN) | 0.1% | 0% | 4.15% | 11/28/2022 |
 Uber (UBER) | 0.1% | 0% | 5.64% | 8/2/2022 |
 Tupperware (TUPBQ) | 0.08% | 0% | 1.17% | 1/18/2022 |
 Vodafone (VOD.L) | 0.07% | 0% | 1.1% | 9/23/2024 |
 Workspace (WKP.L) | 0.07% | 0% | 5.44% | 8/14/2025 |
 Baidu (BIDU) | 0.05% | 0% | 1.17% | 1/18/2022 |
 Rolls-Royce (RR.L) | 0.03% | 0% | 1.1% | 1/17/2022 |
 Lyft (LYFT) | 0.03% | 0% | 4.8% | 7/18/2022 |
 Poste Italiane (PST.MI) | 0.03% | 0% | 2.79% | 9/16/2022 |
 Zoom (ZM) | 0.02% | 0% | 1.75% | 6/1/2022 |
 3M (MMM) | 0.01% | 0% | 0.65% | 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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