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Portfolio Diversification
Range
Most Diversified
42 instruments
December 10, 2025
Least Diversified
36 instruments
January 7, 2023
Average
38.9 instruments
Most Consistent Holdings
Top 5
AAPL100%
MSFT100%
DIS100%
INTC100%
KO100%
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 |
|---|---|---|---|---|
 HSBC (HSBA.L) | 6.29% | 6.72% | 100% | - |
| Apple (AAPL) | 5.87% | 4.58% | 100% | - |
| Microsoft (MSFT) | 5.76% | 3.85% | 100% | - |
 BP (BP.L) | 4.74% | 4.26% | 100% | - |
 Unilever (ULVR.L) | 4.08% | 2.87% | 100% | - |
 Realty Income (O) | 4.02% | 3.45% | 100% | - |
 Rio Tinto (RIO.L) | 3.94% | 4.05% | 100% | - |
 Legal & General (LGEN.L) | 3.53% | 2.38% | 100% | - |
 Tesco (TSCO.L) | 3.43% | 2.44% | 100% | - |
 SSE (SSE.L) | 3.36% | 3.6% | 100% | - |
| Coca-Cola (KO) | 3.25% | 2.76% | 100% | - |
 Phoenix (PHNX.L) | 3.24% | 2.1% | 100% | - |
 BAT (BATS.L) | 3.02% | 2.46% | 100% | - |
 Tritax (BBOX.L) | 2.99% | 2.27% | 100% | - |
 National Grid (NG.L) | 2.78% | 2.55% | 100% | - |
 Aviva (AV.L) | 2.64% | 2.51% | 100% | - |
 Schwab US Dividend Equity ETF (SCHD) | 2.5% | 3.36% | 74.85% | - |
 GSK (GSK.L) | 2.4% | 2.15% | 100% | - |
 BHP (BHP.L) | 2.4% | 2.19% | 100% | - |
 Lloyd's (LLOY.L) | 2.26% | 2.81% | 100% | - |
 ITV (ITV.L) | 2.23% | 1.74% | 100% | - |
 Barratt (BTRW.L) | 2.18% | 1.08% | 100% | - |
 Persimmon (PSN.L) | 2.03% | 1.38% | 100% | - |
 Glencore (GLEN.L) | 1.93% | 2.03% | 100% | - |
 BT (BT.L) | 1.92% | 2.21% | 100% | - |
 Reckitt (RKT.L) | 1.84% | 1.34% | 100% | - |
 LondonMetric (LMP.L) | 1.77% | 1.05% | 100% | - |
| Disney (DIS) | 1.77% | 0.97% | 100% | - |
 AT&T (T) | 1.7% | 1.69% | 100% | - |
| Intel (INTC) | 1.53% | 1.27% | 100% | - |
 Assura (AGR.L) | 1.34% | 0% | 82.89% | 8/27/2025 |
 Hargreaves Lansdown (HL.L) | 1.24% | 0% | 69.14% | 3/21/2025 |
 Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 1.23% | 2.69% | 86.6% | - |
 Vanguard Dividend Appreciation ETF (VIG) | 1.19% | 2.71% | 52.72% | - |
 JPMorgan (JPM) | 1.08% | 0.35% | 77.27% | - |
 AstraZeneca (AZN.L) | 0.49% | 0.52% | 94.81% | - |
 BAE Systems (BA.L) | 0.43% | 0.85% | 100% | - |
 Renewables Infrastructure Group (TRIG.L) | 0.31% | 0.16% | 97.32% | - |
 PayPal (PYPL) | 0.24% | 0.07% | 100% | - |
 Main Street Capital (MAIN) | 0.24% | 0.27% | 17.03% | - |
 Alphabet (GOOG) | 0.22% | 0% | 22.56% | 9/25/2023 |
 Polymetal International PLC (POLY.L) | 0.15% | 0% | 14.69% | 6/23/2023 |
 Segro (SGRO.L) | 0.11% | 0.93% | 11.58% | - |
 Paragon (PAG.L) | 0.1% | 0% | 11.93% | 5/22/2023 |
 British Land (BLND.L) | 0.06% | 0.18% | 56.35% | - |
 Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.05% | 0.69% | 10.29% | - |
 Texas Instruments (TXN) | 0.02% | 0% | 2.42% | 10/26/2023 |
 MAGNUM ICE CREAM CO BV (MICC.L) | 0.01% | 0.16% | 8.12% | - |
 Lockheed Martin (LMT) | 0% | 0% | 1.47% | 10/9/2023 |
 Meta (META) | 0% | 0% | 1.12% | 2/8/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| HSBC (HSBA.L) | 3.5% | 7.87% |
| Apple (AAPL) | 3.56% | 6.16% |
| Microsoft (MSFT) | 3.65% | 5.61% |
| Tesco (TSCO.L) | 2.38% | 3.73% |
| Rio Tinto (RIO.L) | 3.6% | 3.66% |
| BP (BP.L) | 2.95% | 3.61% |
| BAT (BATS.L) | 2.61% | 3.33% |
| Vanguard Dividend Appreciation ETF (VIG) | 3.67% | 3.27% |
| Phoenix (PHNX.L) | 3.56% | 3.27% |
| SSE (SSE.L) | 2.86% | 3.26% |
| Unilever (ULVR.L) | 3.56% | 3.22% |
| Lloyd's (LLOY.L) | 1.63% | 3.2% |
| Schwab US Dividend Equity ETF (SCHD) | 3.58% | 3.18% |
| Realty Income (O) | 4.15% | 3.1% |
| Legal & General (LGEN.L) | 3.89% | 3.02% |
| Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) | 3.61% | 2.93% |
| Aviva (AV.L) | 2.76% | 2.87% |
| Coca-Cola (KO) | 2.43% | 2.77% |
| Tritax (BBOX.L) | 3.71% | 2.75% |
| National Grid (NG.L) | 2.81% | 2.44% |
| GSK (GSK.L) | 2.5% | 2.25% |
| BT (BT.L) | 1.78% | 1.97% |
| ITV (ITV.L) | 2.19% | 1.94% |
| BHP (BHP.L) | 2.05% | 1.93% |
| Reckitt (RKT.L) | 1.86% | 1.62% |
| AT&T (T) | 2.3% | 1.61% |
| Persimmon (PSN.L) | 3.69% | 1.6% |
| JPMorgan (JPM) | 0.89% | 1.6% |
| Glencore (GLEN.L) | 2.14% | 1.57% |
| Disney (DIS) | 3.03% | 1.56% |
| Barratt (BTRW.L) | 2.23% | 1.55% |
| Intel (INTC) | 2.5% | 1.42% |
| Main Street Capital (MAIN) | 1.86% | 1.41% |
| LondonMetric (LMP.L) | 2.21% | 1.4% |
| Segro (SGRO.L) | 1.16% | 0.94% |
| BAE Systems (BA.L) | 0.52% | 0.65% |
| AstraZeneca (AZN.L) | 0.5% | 0.51% |
| Schwab U.S. Large-Cap Growth ETF (SCHG) | 0.52% | 0.43% |
| British Land (BLND.L) | 0.25% | 0.2% |
| MAGNUM ICE CREAM CO BV (MICC.L) | 0% | 0.17% |
| Renewables Infrastructure Group (TRIG.L) | 0.43% | 0.17% |
| PayPal (PYPL) | 0.89% | 0.16% |
Cash & Instruments Over Time
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