011235MartinGale avatar

011235MartinGale
🇬🇧 Value Software, Tech, and Financial Services Investor.
2 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
January 30, 2024
Lowest Cash
February 22, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
November 1, 2024
Least Diversified
17 instruments
January 2, 2023
Average
26.2 instruments

Most Consistent Holdings

Top 5

avatarMSFT
100%
avatarTSLA
100%
avatarMMC
100%
avatarWTW
100%
avatarARKF
97.36%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
February 22, 2023
Lowest Exposure
January 30, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
33.16%
Electronic Technology
23.21%
Technology Services
17.62%
Consumer Durables
5.56%
ETFs
3.31%

Top Countries

Top 5

🇺🇸United States
48.09%
🇬🇧United Kingdom
13.35%
🇫🇷France
5.54%
🇨🇭Switzerland
4.7%
🇩🇪Germany
3.95%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
10.03%0%83.72%3/13/2025
Rolls-RoyceRolls-Royce (RR.L)
8.56%14.65%94.82%-
MicrosoftMicrosoft (MSFT)
4.55%3.05%100%-
Arthur J. GallagherArthur J. Gallagher (AJG)
4.18%0%84.99%3/25/2025
Swiss ReSwiss Re (SREN.ZU)
4.17%12.43%59.09%-
Munich ReMunich Re (MUV2.DE)
3.95%0%80.13%3/25/2025
MetaMeta (META)
3.93%0%79.49%3/25/2025
TeslaTesla (TSLA)
3.92%2.16%100%-
SCORSCOR (SCR.PA)
3.16%11.09%41.54%-
Marsh & McLennanMarsh & McLennan (MMC)
3.04%1.39%100%-
AonAon (AON)
3.03%0%84.99%3/25/2025
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
2.88%0.73%97.36%-
thomaspjthomaspj
2.87%2.63%53.17%-
PalantirPalantir (PLTR)
2.63%0%44.82%5/6/2025
AMDAMD (AMD)
2.14%0%84.99%3/25/2025
AllstateAllstate (ALL)
2.13%0.71%93.97%-
AXAAXA (CS.PA)
2.1%1.49%83.62%-
HiscoxHiscox (HSX.L)
1.92%0%75.05%1/14/2025
Willis Towers WatsonWillis Towers Watson (WTW)
1.82%4.3%100%-
AlphabetAlphabet (GOOGL)
1.74%0%84.99%3/25/2025
AvivaAviva (AV.L)
1.65%0%41.44%3/21/2024
AdobeAdobe (ADBE)
1.55%0%77.48%1/13/2025
AirbusAirbus (AIR.PA)
1.27%0%27.91%3/25/2025
NetflixNetflix (NFLX)
1.16%0%84.99%3/25/2025
AmazonAmazon (AMZN)
0.99%0.72%31.18%-
LucidLucid (LCID)
0.9%0%71.88%12/3/2024
BeazleyBeazley (BEZ.L)
0.8%0%40.49%3/25/2025
XRPXRP (XRP)
0.8%2.27%28.01%-
TripAdvisorTripAdvisor (TRIP)
0.76%0%73.15%12/3/2024
Palo Alto NetworksPalo Alto Networks (PANW)
0.75%0%41.65%3/25/2025
FordFord (F)
0.74%0%44.5%3/4/2024
CrowdstrikeCrowdstrike (CRWD)
0.73%1.11%37.84%-
Napoleon-XNapoleon-X
0.73%6.7%12.79%-
Core-EquityCore-Equity
0.67%4.77%11.84%-
ChubbChubb (CB)
0.52%1.74%19.98%-
BurberryBurberry (BRBY.L)
0.51%0%50%12/3/2024
InsuranceWorldInsuranceWorld
0.5%4.59%10.99%-
MicroStrategyMicroStrategy (MSTR)
0.49%2.26%17.23%-
DayByDayEquitiesDayByDayEquities
0.49%4.44%10.89%-
Ryan Specialty GroupRyan Specialty Group (RYAN)
0.48%1.4%22.3%-
EthereumEthereum (ETH)
0.47%0.32%58.03%-
TSMCTSMC (TSM)
0.4%2.62%14.38%-
AppleApple (AAPL)
0.4%0%43.45%3/25/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.4%4.57%8.77%-
HermesHermes (RMS.PA)
0.28%0%10.99%12/3/2024
IntelIntel (INTC)
0.24%0%32.24%12/3/2024
RGARGA (RGA)
0.18%0.6%19.87%-
ExpediaExpedia (EXPE)
0.14%0%6.98%3/9/2023
DogecoinDogecoin (DOGE)
0.1%0%4.76%2/16/2023
QuantumScapeQuantumScape (QS)
0.09%1.48%7.4%-
RigettiRigetti (RGTI)
0.06%0.95%7.4%-
SpotifySpotify (SPOT)
0.05%0%2.22%3/25/2025
IonqIonq (IONQ)
0.05%0.71%7.4%-
D-WaveD-Wave (QBTS)
0.05%0.74%7.4%-
GoDaddyGoDaddy (GDDY)
0.04%0%0.63%2/27/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.03%0%0.32%4/10/2025
Silver (Non Expiry)Silver (Non Expiry) (SILVER)
0.03%0%0.63%11/6/2024
Direct Line GroupDirect Line Group (DLG.L)
0.01%0%0.21%1/30/2023
Aspen Insurance Holdings LimitedAspen Insurance Holdings Limited (AHL)
0%0%0.42%5/12/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NVIDIANVIDIA (NVDA)
12.76%14.16%
PalantirPalantir (PLTR)
6.22%11.45%
Rolls-RoyceRolls-Royce (RR.L)
8.4%8.8%
Swiss ReSwiss Re (SREN.ZU)
6.38%6.25%
AonAon (AON)
5.74%5.23%
SCORSCOR (SCR.PA)
5.32%5.05%
Munich ReMunich Re (MUV2.DE)
5.37%4.66%
thomaspjthomaspj
5.58%4.57%
Arthur J. GallagherArthur J. Gallagher (AJG)
5%4.23%
AirbusAirbus (AIR.PA)
4.61%4.2%
AmazonAmazon (AMZN)
3.72%3.64%
XRPXRP (XRP)
3.15%3.48%
Marsh & McLennanMarsh & McLennan (MMC)
4.36%3.44%
MetaMeta (META)
3.19%3.36%
CrowdstrikeCrowdstrike (CRWD)
2.13%2.15%
BeazleyBeazley (BEZ.L)
2.23%2.08%
MicrosoftMicrosoft (MSFT)
2.45%2.06%
AllstateAllstate (ALL)
1.81%1.59%
TeslaTesla (TSLA)
0.85%1.35%
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
1.06%1.18%
Palo Alto NetworksPalo Alto Networks (PANW)
1.06%1.13%
AMDAMD (AMD)
2.13%1.1%
AlphabetAlphabet (GOOGL)
0.76%0.83%
AdobeAdobe (ADBE)
1.06%0.69%
AppleApple (AAPL)
0.53%0.56%
EthereumEthereum (ETH)
0.53%0.55%
AXAAXA (CS.PA)
0.21%0.2%
NetflixNetflix (NFLX)
0.11%0.19%
HiscoxHiscox (HSX.L)
0.21%0.16%
Willis Towers WatsonWillis Towers Watson (WTW)
0.11%0.11%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments