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Amirimukungu
🇬🇧 Growth Med Tech and Financial Services 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
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
34.8 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.89%
avatarMSFT
99.89%
avatarCSCO
99.89%
avatarJNJ
99.89%
avatarJPM
99.89%

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
23.18%
Health Technology
13.07%
Consumer Non Durables
10.55%
Technology Services
10.26%
Electronic Technology
9.32%

Top Countries

Top 5

🇺🇸United States
90.89%
🇩🇰Denmark
1.11%
🇨🇦Canada
0.6%
🇱🇺Luxembourg
0.43%
🇬🇧United Kingdom
0.2%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Johnson & JohnsonJohnson & Johnson (JNJ)
6.97%4.65%99.89%-
MicrosoftMicrosoft (MSFT)
6.29%7.18%99.89%-
Procter & GambleProcter & Gamble (PG)
4.98%3.3%99.89%-
UnitedHealthUnitedHealth (UNH)
4.82%4.28%75.71%-
Realty IncomeRealty Income (O)
4.45%4.77%99.89%-
ConocoPhillipsConocoPhillips (COP)
4.09%3.24%99.89%-
AmeripriseAmeriprise (AMP.US)
3.64%5.46%76.47%-
Coca-ColaCoca-Cola (KO)
3.5%4.34%99.89%-
Texas InstrumentsTexas Instruments (TXN)
3.36%3.02%99.89%-
CiscoCisco (CSCO)
3.28%3.27%99.89%-
WalmartWalmart (WMT)
3.27%3.38%99.89%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
3.16%2.27%99.89%-
STAGSTAG (STAG)
3.1%2.18%99.89%-
EntergyEntergy (ETR)
2.97%3.5%99.89%-
McDonald'sMcDonald's (MCD)
2.89%4.2%62.31%-
MerckMerck (MRK)
2.87%5.16%87.8%-
S&P GlobalS&P Global (SPGI)
2.58%3.67%76.91%-
Main Street CapitalMain Street Capital (MAIN)
2.33%2.68%99.89%-
PepsiCoPepsiCo (PEP)
1.96%3.8%99.89%-
CaterpillarCaterpillar (CAT)
1.93%3.1%75.27%-
AppleApple (AAPL)
1.73%1.58%99.89%-
JPMorganJPMorgan (JPM)
1.62%2.1%99.89%-
VisaVisa (V)
1.61%2.43%76.8%-
Essential PropertiesEssential Properties (EPRT)
1.56%2.15%76.47%-
IIPRIIPR (IIPR)
1.45%0%72.55%6/11/2025
Enterprise ProductsEnterprise Products (EPD)
1.42%1.53%89.98%-
AlphabetAlphabet (GOOG)
1.38%1.28%94.23%-
Lowe'sLowe's (LOW)
1.33%1.53%76.91%-
PfizerPfizer (PFE)
1.32%0%95.97%6/11/2025
MDC Holdings IncMDC Holdings Inc (MDC)
1.24%0%51.31%4/24/2024
AmazonAmazon (AMZN)
1.22%1.55%94.23%-
WP CareyWP Carey (WPC)
1.13%0%24.18%8/14/2023
Novo-NordiskNovo-Nordisk (NVO)
1.11%0.93%73.2%-
Schwab US Large-Cap ETFSchwab US Large-Cap ETF (SCHX)
0.84%0%22.98%8/3/2023
AflacAflac (AFL)
0.8%0.79%99.89%-
AbbVieAbbVie (ABBV)
0.8%1.41%62.31%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.79%0%22.98%8/3/2023
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.75%0%22.98%8/3/2023
T. Rowe PriceT. Rowe Price (TROW)
0.69%0%24.18%8/14/2023
Lockheed MartinLockheed Martin (LMT)
0.62%0.51%99.89%-
EnbridgeEnbridge (ENB)
0.6%0%22.98%8/3/2023
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.49%0%22.98%8/3/2023
TerniumTernium (TX)
0.43%0%23.09%8/4/2023
VerizonVerizon (VZ)
0.39%0%22.98%8/3/2023
NVIDIANVIDIA (NVDA)
0.29%3.71%12.53%-
Medical Properties TrustMedical Properties Trust (MPW)
0.28%0%22.98%8/3/2023
VentasVentas (VTR)
0.26%0%22.11%7/26/2023
VanEck Vectors Gold Miners ETFVanEck Vectors Gold Miners ETF (GDX)
0.19%0%22.11%7/26/2023
Omega HealthcareOmega Healthcare (OHI)
0.18%0%22.98%8/3/2023
AT&TAT&T (T)
0.12%0%22.11%7/26/2023
Tate & LyleTate & Lyle (TATE.L)
0.11%0%9.91%4/4/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.1%0%9.91%4/4/2023
AshmoreAshmore (ASHM.L)
0.08%0%9.91%4/4/2023
BroadcomBroadcom (AVGO)
0.03%0.97%3.7%-

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 & Instruments Over Time

Cash Exposure %

Number of Instruments