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
BATS.L92.1%
LGEN.L91.42%
AV.L90.64%
DLG.L84.98%
PHNX.L77.6%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Direct Line Group (DLG.L) | 11.05% | 0% | 84.98% | 1/7/2025 |
| Phoenix (PHNX.L) | 10.77% | 17.1% | 77.6% | - |
| BAT (BATS.L) | 10% | 0% | 92.1% | 1/9/2025 |
 Unilever (ULVR.L) | 9.38% | 0% | 73.22% | 4/4/2025 |
| Aviva (AV.L) | 7.44% | 0% | 90.64% | 1/7/2025 |
| Legal & General (LGEN.L) | 7.04% | 17.49% | 91.42% | - |
 HP (HPQ) | 6.27% | 0% | 72.88% | 5/30/2024 |
 Vistra (VST) | 4.73% | 0% | 64.64% | 3/12/2024 |
 Vonovia (VNA.DE) | 4.13% | 0% | 48.67% | 4/4/2025 |
 HSBC (HSBA.L) | 2.08% | 0% | 35.45% | 3/14/2023 |
 Reckitt (RKT.L) | 1.98% | 0% | 41.46% | 7/29/2024 |
 Ashmore (ASHM.L) | 1.92% | 13.5% | 18.63% | - |
 GlaxoSmithKline (GSK) | 1.67% | 11.04% | 15.71% | - |
 M&G (MNG.L) | 1.59% | 11.57% | 18.28% | - |
 Meta (META) | 1.58% | 0% | 29.61% | 4/27/2023 |
 Banca Generali (BGN.MI) | 1.53% | 0% | 30.3% | 3/20/2024 |
 Spectris (SXS.L) | 1.52% | 5.42% | 35.88% | - |
 Just Group (JUST.L) | 1.49% | 0% | 19.23% | 8/16/2022 |
 Berry Plastics (BERY) | 1.18% | 0% | 17.77% | 7/28/2022 |
 Prudential (PRU.L) | 1.12% | 5.58% | 16.91% | - |
 Atkore (ATKR) | 1.07% | 5.66% | 18.03% | - |
 Halfords (HFD.L) | 1.03% | 0% | 35.79% | 5/23/2024 |
 Teleperformance (TEP.PA) | 0.88% | 0% | 11.93% | 3/3/2025 |
 PayPoint (PAY.L) | 0.69% | 0% | 17.85% | 10/26/2023 |
 VF Corp (VFC) | 0.62% | 0% | 11.42% | 10/4/2024 |
 Volkswagen (VOW3.DE) | 0.62% | 0% | 15.11% | 3/27/2023 |
 GoPro (GPRO) | 0.56% | 0% | 16.14% | 3/16/2023 |
 Farfetch (FTCHQ) | 0.54% | 0% | 21.63% | 1/8/2024 |
 Imperial Brands (IMB.L) | 0.52% | 0% | 17% | 7/18/2022 |
 Alibaba (BABA) | 0.47% | 0% | 14.59% | 7/18/2022 |
 Intesa Sanpaolo (ISP.MI) | 0.43% | 0% | 15.36% | 11/7/2022 |
 ITV (ITV.L) | 0.36% | 0% | 11.59% | 1/19/2023 |
 Alphabet (GOOGL) | 0.35% | 0% | 13.3% | 10/2/2023 |
 Diageo (DGE.L) | 0.31% | 7.93% | 4.81% | - |
 GSK (GSK.L) | 0.26% | 0% | 12.02% | 3/15/2024 |
 A.G. Barr (BAG.L) | 0.26% | 0% | 12.02% | 3/15/2024 |
 Intel (INTC) | 0.24% | 0% | 18.2% | 3/27/2023 |
 Netflix (NFLX) | 0.22% | 0% | 3.43% | 6/1/2022 |
 Alibaba (9988.HK) | 0.2% | 0% | 17% | 7/18/2022 |
 Paramount (PARA) | 0.18% | 0% | 2.23% | 1/26/2022 |
 Shopify (SHOP) | 0.13% | 0% | 7.47% | 8/2/2022 |
 Gen Digital (GEN) | 0.13% | 0% | 5.49% | 11/28/2022 |
 Uber (UBER) | 0.13% | 0% | 7.47% | 8/2/2022 |
 PUMA (PUM.DE) | 0.13% | 4.45% | 2.58% | - |
 Tupperware (TUPBQ) | 0.11% | 0% | 1.55% | 1/18/2022 |
 Vodafone (VOD.L) | 0.09% | 0% | 1.46% | 9/23/2024 |
 Newell Brands (NWL) | 0.08% | 0% | 5.84% | 7/30/2024 |
 Baidu (BIDU) | 0.07% | 0% | 1.55% | 1/18/2022 |
 Rolls-Royce (RR.L) | 0.05% | 0% | 1.46% | 1/17/2022 |
 Lyft (LYFT) | 0.05% | 0% | 6.35% | 7/18/2022 |
 Poste Italiane (PST.MI) | 0.04% | 0% | 3.69% | 9/16/2022 |
 Zoom (ZM) | 0.02% | 0% | 2.32% | 6/1/2022 |
 Unilever (UL.US) | 0.02% | 0% | 0.52% | 1/24/2022 |
 3M (MMM) | 0.01% | 0% | 0.86% | 3/27/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Phoenix (PHNX.L) | 18.66% | 18.34% |
| GlaxoSmithKline (GSK) | 12.54% | 12.59% |
| Legal & General (LGEN.L) | 8.42% | 8.84% |
| Spectris (SXS.L) | 8.78% | 8.63% |
| Ashmore (ASHM.L) | 9.3% | 8.41% |
| Direct Line Group (DLG.L) | 5.11% | 8.34% |
| M&G (MNG.L) | 8.2% | 8.15% |
| BAT (BATS.L) | 7.03% | 7.93% |
| Teleperformance (TEP.PA) | 7.6% | 7.3% |
| Prudential (PRU.L) | 7.09% | 7.11% |
| Atkore (ATKR) | 5.93% | 6.13% |
| Aviva (AV.L) | 1.35% | 1.59% |