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25200778SH
🇬🇧 Growth Media Services and ETF Investor.
1 copier.

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
September 29, 2023
Lowest Cash
August 24, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
29 instruments
January 27, 2024
Least Diversified
4 instruments
December 28, 2024
Average
15.4 instruments

Most Consistent Holdings

Top 5

avatarMSFT
87.54%
avatarAVGO
75.8%
avatarGOOG
69.28%
avatarWST
63.46%
avatarOR.PA
63.35%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 24, 2024
Lowest Exposure
September 29, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
20.5%
Technology Services
16.77%
Health Technology
15.07%
Electronic Technology
14.36%
Commercial Services
10.99%

Top Countries

Top 5

🇺🇸United States
51.74%
🇬🇧United Kingdom
11.63%
🇫🇷France
6.01%
🇩🇰Denmark
4.68%
🇳🇱Netherlands
3.39%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Edge MSCI World Quality Factor UCITS ETFiShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE)
6.04%18.97%25.39%-
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
5.62%0%19.81%2/24/2025
MicrosoftMicrosoft (MSFT)
5.13%4%87.54%-
BroadcomBroadcom (AVGO)
4.67%0%75.8%2/24/2025
AlphabetAlphabet (GOOG)
3.9%3.2%69.28%-
West PharmaWest Pharma (WST)
3.67%0%63.46%6/28/2024
L'OréalL'Oréal (OR.PA)
3.66%0%63.35%6/28/2024
FortinetFortinet (FTNT)
3.28%3.47%59.55%-
Vanguard Information TechnologyVanguard Information Technology (VGT)
3.05%3.19%26.69%-
S&P GlobalS&P Global (SPGI)
3%0%54.8%4/15/2024
MedpaceMedpace (MEDP)
2.96%0%52.43%4/22/2025
Spirax-SarcoSpirax-Sarco (SPX.L)
2.93%0%51.72%3/21/2024
MetaMeta (META)
2.85%2.95%52.31%-
HalmaHalma (HLMA.L)
2.82%0%50.06%3/6/2024
AbbottAbbott (ABT)
2.75%0%46.86%2/7/2024
Thermo FisherThermo Fisher (TMO)
2.7%0%46.03%1/31/2024
Novo NordiskNovo Nordisk (NOVO-B.CO)
2.52%0%40.93%3/26/2025
Xtrackers MSCI World Information Technology UCITS ETFXtrackers MSCI World Information Technology UCITS ETF (XDWT.DE)
2.43%0%17.79%2/10/2025
RollinsRollins (ROL)
2.31%3.18%36.89%-
iShares Edge MSCI World Momentum Factor UCITS ETFiShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE)
2.31%17.74%12.81%-
DiorDior (CDI.PA)
2.27%0%40.69%3/13/2024
Novo-NordiskNovo-Nordisk (NVO)
2.16%0%37.49%9/27/2024
ASMLASML (ASML)
2.07%0%31.32%9/28/2023
HeicoHeico (HEI)
2.05%0%31.32%10/4/2023
RELXRELX (REL.L)
1.87%0%29.66%11/5/2024
CostcoCostco (COST)
1.86%0%28.83%9/27/2024
VisaVisa (V)
1.81%3.74%46.14%-
CopartCopart (CPRT)
1.53%0%21.59%9/5/2024
3i3i (III)
1.53%0%28.83%9/30/2024
DiplomaDiploma (DPLM.L)
1.21%3.19%28.71%-
RecordatiRecordati (REC.MI)
1.14%0%23.84%4/4/2024
Applied MaterialsApplied Materials (AMAT)
1.12%0%17.44%10/15/2024
AdobeAdobe (ADBE)
0.94%0%14.23%5/4/2023
Parker-HannifinParker-Hannifin (PH)
0.93%0%20.52%3/21/2024
ASMLASML (ASML.NV)
0.91%0%21.95%4/2/2024
IDEXIDEX (IEX)
0.89%0%20.05%3/21/2024
AristaArista (ANET)
0.89%0%21.47%2/25/2025
MastercardMastercard (MA)
0.81%0%22.42%9/27/2024
RentokilRentokil (RTO.L)
0.77%0%17.79%2/12/2024
iShares Fallen Angels USD Bond ETFiShares Fallen Angels USD Bond ETF (FALN)
0.77%21.89%5.93%-
RoperRoper (ROP)
0.53%0%16.13%2/12/2024
AlibabaAlibaba (BABA)
0.51%0%7.71%4/9/2025
Waste ManagementWaste Management (WM)
0.45%0%10.91%4/4/2024
ASMASM (ASM.NV)
0.41%0%11.15%2/29/2024
Pantheon InternationalPantheon International (PIN.L)
0.25%0%4.03%11/1/2024
HarbourVestHarbourVest (HVPE.L)
0.25%0%4.03%11/1/2024
UFP IndustriesUFP Industries (UFPI)
0.22%0%6.41%2/20/2024
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
0.2%0%1.42%1/15/2025
IntuitIntuit (INTU)
0.14%0%2.14%1/19/2023
ResMedResMed (RMD)
0.14%0%2.37%8/7/2023
Investor ABInvestor AB (INVE-A.ST)
0.12%0%2.49%11/4/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.11%0%2.14%11/1/2024
Moody'sMoody's (MCO)
0.08%0%1.66%3/10/2025
LVMHLVMH (MC.PA)
0.08%0%1.66%3/27/2024
iShares USD Short Duration Corp Bond UCITS ETFiShares USD Short Duration Corp Bond UCITS ETF (SDIA.L)
0.07%12.33%0.59%-
NVIDIANVIDIA (NVDA)
0.01%0%0.59%2/28/2024
SPDR GoldSPDR Gold (GLD)
0%0%0.12%4/22/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
38.42%40.04%
iShares Edge MSCI World Quality Factor UCITS ETFiShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE)
33.62%34.33%
Xtrackers MSCI World Information Technology UCITS ETFXtrackers MSCI World Information Technology UCITS ETF (XDWT.DE)
13.97%14.05%
Vanguard Information TechnologyVanguard Information Technology (VGT)
13.98%13.71%

Cash Exposure Over Time

Cash Exposure % Over Time