Batesm08
🇬🇧 Investor.

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
July 16, 2025
Lowest Cash
June 8, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
18 instruments
July 24, 2025
Least Diversified
0 instruments
November 12, 2025
Average
10.7 instruments

Most Consistent Holdings

Top 5

avatarWDAY
99.72%
avatarNVDA
99.63%
avatarAMZN
85.31%
avatarINGA.NV
85.31%
avatarPSN.L
81.2%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 8, 2023
Lowest Exposure
July 16, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
35.95%
Electronic Technology
34.15%
Finance
9.59%
Retail Trade
6.55%
Utilities
3.29%

Top Countries

Top 5

🇺🇸United States
61.76%
🇬🇧United Kingdom
18.73%
🇳🇱Netherlands
9.01%
🇩🇪Germany
3.19%
🇱🇺Luxembourg
2.85%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
34.13%22.92%99.63%-
DeliverooDeliveroo (ROO.L)
15.46%0%55.66%8/27/2024
WorkdayWorkday (WDAY)
11.45%6.51%99.72%-
INGING (INGA.NV)
9.01%8.7%85.31%-
AmazonAmazon (AMZN)
5.06%11.78%85.31%-
RWERWE (RWE.DE)
3.19%0%79.89%10/16/2025
AlphabetAlphabet (GOOGL)
3.17%11.05%43.87%-
SpotifySpotify (SPOT)
2.85%3.61%80.54%-
PersimmonPersimmon (PSN.L)
2.06%1.61%81.2%-
MicrosoftMicrosoft (MSFT)
1.96%6.82%37.42%-
MerckMerck (MRK)
1.68%0%41.63%11/20/2025
CarnivalCarnival (CCL)
1.33%4.88%43.97%-
WalmartWalmart (WMT)
1.21%4.07%30.22%-
MetaMeta (META)
0.72%3.57%30.22%-
NatWestNatWest (NWG.L)
0.58%2.59%23.2%-
UberUber (UBER)
0.46%3.71%13.84%-
GreggsGreggs (GRG.L)
0.35%0%13%7/31/2025
CrowdstrikeCrowdstrike (CRWD)
0.28%0%29.47%1/29/2025
TescoTesco (TSCO.L)
0.28%0.48%54.35%-
PayPalPayPal (PYPL)
0.16%1.08%13.28%-
NextEraNextEra (NEE)
0.09%0%27.41%9/3/2024
NetflixNetflix (NFLX)
0.06%4.76%1.68%-
SamsungSamsung (SMSN.L)
0.02%0.87%2.9%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NVIDIANVIDIA (NVDA)
5.59%30.75%
WorkdayWorkday (WDAY)
9.91%9.79%
INGING (INGA.NV)
11%8.6%
AmazonAmazon (AMZN)
4.54%4.93%
MerckMerck (MRK)
8.66%4.62%
AlphabetAlphabet (GOOGL)
5.9%4.33%
SpotifySpotify (SPOT)
1.82%3.54%
CarnivalCarnival (CCL)
3.42%3.23%
MicrosoftMicrosoft (MSFT)
4.9%3.06%
RWERWE (RWE.DE)
5.45%2.54%
PersimmonPersimmon (PSN.L)
3%1.92%
CrowdstrikeCrowdstrike (CRWD)
1.36%0.91%
TescoTesco (TSCO.L)
0.67%0.51%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments