Amirimukungu avatar

Amirimukungu
🇬🇧 Med Tech and Financial Services Investor.
1 copier.

Cash Allocation

Range

Highest Cash
August 4, 2023
Lowest Cash
February 22, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
39 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
34.9 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.87%
avatarMSFT
99.87%
avatarCSCO
99.87%
avatarJNJ
99.87%
avatarJPM
99.87%

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
August 4, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
22.14%
Health Technology
12.67%
Consumer Non Durables
10.36%
Electronic Technology
8.71%
Technology Services
7.91%

Top Countries

Top 5

🇺🇸United States
89.87%
🇩🇰Denmark
1.15%
🇨🇦Canada
0.73%
🇱🇺Luxembourg
0.53%
🇬🇧United Kingdom
0.24%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Johnson & JohnsonJohnson & Johnson (JNJ)
6.96%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
6.46%0%99.87%2/1/2025
Procter & GambleProcter & Gamble (PG)
5.16%0%99.87%2/1/2025
UnitedHealthUnitedHealth (UNH)
4.68%0%70.39%2/1/2025
Realty IncomeRealty Income (O)
4.48%0%99.87%2/1/2025
ConocoPhillipsConocoPhillips (COP)
4.33%0%99.87%2/1/2025
Coca-ColaCoca-Cola (KO)
3.4%0%99.87%2/1/2025
AmeripriseAmeriprise (AMP.US)
3.39%0%71.31%2/1/2025
Texas InstrumentsTexas Instruments (TXN)
3.35%0%99.87%2/1/2025
STAGSTAG (STAG)
3.26%0%99.87%2/1/2025
WalmartWalmart (WMT)
3.19%0%99.87%2/1/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
3.18%0%99.87%2/1/2025
EntergyEntergy (ETR)
2.94%0%99.87%2/1/2025
CiscoCisco (CSCO)
2.9%0%99.87%2/1/2025
MerckMerck (MRK)
2.46%0%85.13%2/1/2025
S&P GlobalS&P Global (SPGI)
2.45%0%71.85%2/1/2025
Main Street CapitalMain Street Capital (MAIN)
2.37%0%99.87%2/1/2025
McDonald'sMcDonald's (MCD)
2.34%0%54.05%2/1/2025
CaterpillarCaterpillar (CAT)
1.85%0%69.85%2/1/2025
AppleApple (AAPL)
1.79%0%99.87%2/1/2025
PepsiCoPepsiCo (PEP)
1.67%0%99.87%2/1/2025
JPMorganJPMorgan (JPM)
1.59%0%99.87%2/1/2025
IIPRIIPR (IIPR)
1.57%0%71.31%2/1/2025
MDC Holdings IncMDC Holdings Inc (MDC)
1.52%0%62.55%4/24/2024
VisaVisa (V)
1.48%0%71.71%2/1/2025
Essential PropertiesEssential Properties (EPRT)
1.47%0%71.31%2/1/2025
AlphabetAlphabet (GOOG)
1.45%0%92.96%2/1/2025
Enterprise ProductsEnterprise Products (EPD)
1.43%0%87.78%2/1/2025
PfizerPfizer (PFE)
1.4%0%99.87%2/1/2025
WP CareyWP Carey (WPC)
1.38%0%29.48%8/14/2023
Lowe'sLowe's (LOW)
1.3%0%71.85%2/1/2025
AmazonAmazon (AMZN)
1.21%0%92.96%2/1/2025
Novo-NordiskNovo-Nordisk (NVO)
1.15%0%67.33%2/1/2025
Schwab US Large-Cap ETFSchwab US Large-Cap ETF (SCHX)
1.02%0%28.02%8/3/2023
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.97%0%28.02%8/3/2023
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.92%0%28.02%8/3/2023
T. Rowe PriceT. Rowe Price (TROW)
0.84%0%29.48%8/14/2023
AflacAflac (AFL)
0.82%0%99.87%2/1/2025
EnbridgeEnbridge (ENB)
0.73%0%28.02%8/3/2023
AbbVieAbbVie (ABBV)
0.7%0%54.05%2/1/2025
Lockheed MartinLockheed Martin (LMT)
0.66%0%99.87%2/1/2025
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.6%0%28.02%8/3/2023
TerniumTernium (TX)
0.53%0%28.15%8/4/2023
VerizonVerizon (VZ)
0.48%0%28.02%8/3/2023
Medical Properties TrustMedical Properties Trust (MPW)
0.34%0%28.02%8/3/2023
VentasVentas (VTR)
0.31%0%26.96%7/26/2023
VanEck Vectors Gold Miners ETFVanEck Vectors Gold Miners ETF (GDX)
0.24%0%26.96%7/26/2023
Omega HealthcareOmega Healthcare (OHI)
0.22%0%28.02%8/3/2023
AT&TAT&T (T)
0.15%0%26.96%7/26/2023
Tate & LyleTate & Lyle (TATE.L)
0.14%0%12.08%4/4/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.13%0%12.08%4/4/2023
AshmoreAshmore (ASHM.L)
0.1%0%12.08%4/4/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		9.17%7.36%
      UnitedHealthUnitedHealth (UNH)
      		7.74%6.78%
      McDonald'sMcDonald's (MCD)
      		6.2%5.56%
      MicrosoftMicrosoft (MSFT)
      		3.61%5.47%
      AmeripriseAmeriprise (AMP.US)
      		3.88%5.08%
      MerckMerck (MRK)
      		6.35%5.06%
      CiscoCisco (CSCO)
      		4.68%4.9%
      Procter & GambleProcter & Gamble (PG)
      		4.44%4.35%
      Realty IncomeRealty Income (O)
      		5.46%4.11%
      Texas InstrumentsTexas Instruments (TXN)
      		4.05%3.61%
      Coca-ColaCoca-Cola (KO)
      		3.72%3.57%
      WalmartWalmart (WMT)
      		1.99%3.49%
      Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
      		3.37%3.25%
      ConocoPhillipsConocoPhillips (COP)
      		3.01%3.21%
      S&P GlobalS&P Global (SPGI)
      		2.91%3.19%
      EntergyEntergy (ETR)
      		2.27%2.91%
      CaterpillarCaterpillar (CAT)
      		2.3%2.49%
      STAGSTAG (STAG)
      		2.77%2.38%
      Main Street CapitalMain Street Capital (MAIN)
      		1.77%2.24%
      VisaVisa (V)
      		1.76%2.01%
      Essential PropertiesEssential Properties (EPRT)
      		1.76%1.99%
      PepsiCoPepsiCo (PEP)
      		2.3%1.96%
      AppleApple (AAPL)
      		0.98%1.72%
      JPMorganJPMorgan (JPM)
      		1.18%1.61%
      Lowe'sLowe's (LOW)
      		1.73%1.6%
      Enterprise ProductsEnterprise Products (EPD)
      		1.35%1.39%
      AmazonAmazon (AMZN)
      		1.01%1.39%
      PfizerPfizer (PFE)
      		1.97%1.35%
      IIPRIIPR (IIPR)
      		1.74%1.26%
      AlphabetAlphabet (GOOG)
      		1.02%1.21%
      AbbVieAbbVie (ABBV)
      		1.21%1.2%
      Novo-NordiskNovo-Nordisk (NVO)
      		1.44%1.09%
      AflacAflac (AFL)
      		0.44%0.74%
      Lockheed MartinLockheed Martin (LMT)
      		0.44%0.48%

      Cash Exposure Over Time

      Cash Exposure % Over Time