Cally78uk avatar

Cally78uk
🇬🇧 Tech, Retail, and Med Tech Investor.
19 copiers.

Cash Allocation

Range

Highest Cash
October 4, 2023
Lowest Cash
October 14, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
30 instruments
January 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
21.8 instruments

Most Consistent Holdings

Top 5

avatarGILD
99.91%
avatarAAPL
90.61%
avatarAMZN
90.61%
avatarTSLA
90.61%
avatarGOOGL
90.61%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 14, 2022
Lowest Exposure
October 4, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Health Technology
16.96%
Retail Trade
13.94%
Electronic Technology
11.57%
Energy Minerals
10.28%
Technology Services
10.24%

Top Countries

Top 5

🇺🇸United States
93.57%
🇨🇦Canada
1.16%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
ExxonMobilExxonMobil (XOM)
4.76%0%82.13%2/1/2025
MetaMeta (META)
4.62%0%75.02%2/1/2025
NVIDIANVIDIA (NVDA)
4.6%0%59.53%2/1/2025
Builders FirstSourceBuilders FirstSource (BLDR)
4.42%0%75.02%2/1/2025
Williams-SonomaWilliams-Sonoma (WSM)
4.17%0%67.55%2/1/2025
Gilead SciencesGilead Sciences (GILD)
4.04%0%99.91%2/1/2025
ComcastComcast (CMCSA)
3.72%0%82.13%2/1/2025
TriNetTriNet (TNET)
3.66%0%67.55%2/1/2025
AppleApple (AAPL)
3.33%0%90.61%2/1/2025
AlphabetAlphabet (GOOGL)
3.24%0%90.61%2/1/2025
AmazonAmazon (AMZN)
3.08%0%90.61%2/1/2025
VerizonVerizon (VZ)
3.03%0%82.13%2/1/2025
Eli LillyEli Lilly (LLY)
2.82%0%51.32%2/1/2025
Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
2.73%0%31.18%1/13/2023
TeslaTesla (TSLA)
2.61%0%90.61%2/1/2025
Southwestern EnergySouthwestern Energy (SWN)
2.6%0%56.52%10/2/2024
StrykerStryker (SYK)
2.03%0%51.32%2/1/2025
HPHP (HPQ)
2.02%0%40.38%4/14/2023
VisaVisa (V)
1.98%0%30.81%7/13/2023
CrocsCrocs (CROX)
1.92%0%43.3%2/1/2025
Philip MorrisPhilip Morris (PM)
1.75%0%56.7%7/15/2024
ValeroValero (VLO)
1.55%0%43.3%2/1/2025
ConocoPhillipsConocoPhillips (COP)
1.37%0%14.59%1/13/2023
HologicHologic (HOLX)
1.35%0%24.89%10/13/2022
Smith & WessonSmith & Wesson (SWBI)
1.26%0%31.18%1/13/2023
MicrosoftMicrosoft (MSFT)
1.26%0%31.54%7/13/2023
MedifastMedifast (MED.US)
1.19%0%32.91%1/16/2024
AbCelleraAbCellera (ABCL)
1.16%0%32.91%1/16/2024
TupperwareTupperware (TUPBQ)
1.13%0%31.18%1/13/2023
Best BuyBest Buy (BBY)
1.03%0%24.89%10/13/2022
CignaCigna (CI)
1.01%0%17.78%7/15/2022
Quest DiagnosticsQuest Diagnostics (DGX)
0.98%0%17.78%7/15/2022
QuidelQuidel (QDEL)
0.96%0%24.89%10/13/2022
Tyson FoodsTyson Foods (TSN)
0.96%0%31.72%10/13/2023
Tivity Health IncTivity Health Inc (TVTY)
0.96%0%15.13%6/29/2022
ABMABM (ABM)
0.96%0%17.78%7/15/2022
Dick'sDick's (DKS)
0.94%0%17.78%7/15/2022
EveriEveri (EVRI)
0.91%0%32.91%1/13/2025
MasterCraftMasterCraft (MCFT)
0.89%0%32.91%1/13/2025
Wabash NationalWabash National (WNC)
0.89%0%32.91%1/13/2025
Weight WatchersWeight Watchers (WW)
0.81%0%31.18%1/13/2023
ParamountParamount (PARA)
0.7%0%17.78%7/15/2022
OracleOracle (ORCL)
0.6%0%18.32%2/1/2025
AbbVieAbbVie (ABBV)
0.59%0%18.32%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.57%0%18.32%2/1/2025
OmnicomOmnicom (OMC)
0.5%0%9.3%4/13/2022
AltriaAltria (MO)
0.49%0%9.3%4/13/2022
BiogenBiogen (BIIB)
0.41%0%9.3%4/13/2022
Surface Oncology IncSurface Oncology Inc (SURF)
0.4%0%24.89%10/13/2022
SalesforceSalesforce (CRM)
0.31%0%10.03%2/1/2025
Texas InstrumentsTexas Instruments (TXN)
0.26%0%10.03%2/1/2025
Lowe'sLowe's (LOW)
0.26%0%10.03%2/1/2025
PepsiCoPepsiCo (PEP)
0.25%0%10.03%2/1/2025
SageSage (SAGE)
0.25%0%9.3%4/13/2022
LitecoinLitecoin (LTC)
0.22%0%9.3%4/13/2022
EbixEbix (EBIXQ)
0.21%0%18.14%8/8/2024
XRPXRP (XRP)
0.2%0%9.3%4/13/2022
CVS HealthCVS Health (CVS)
0.04%0%1.73%2/1/2025
EmcorEmcor (EME)
0.04%0%1.73%2/1/2025
HoneywellHoneywell (HON)
0.04%0%1.73%2/1/2025
Lockheed MartinLockheed Martin (LMT)
0.04%0%1.73%2/1/2025
Puma BiotechnologyPuma Biotechnology (PBYI)
0.04%0%1.73%2/1/2025
KLAKLA (KLAC)
0.01%0%1.73%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NVIDIANVIDIA (NVDA)
      		3.05%9.13%
      Williams-SonomaWilliams-Sonoma (WSM)
      		3.73%7.06%
      MetaMeta (META)
      		3.05%6.55%
      Builders FirstSourceBuilders FirstSource (BLDR)
      		3.73%4.32%
      Eli LillyEli Lilly (LLY)
      		3.05%3.98%
      TeslaTesla (TSLA)
      		3.05%3.95%
      Gilead SciencesGilead Sciences (GILD)
      		3.73%3.7%
      AmazonAmazon (AMZN)
      		3.05%3.39%
      AppleApple (AAPL)
      		3.05%3.35%
      CrocsCrocs (CROX)
      		3.73%3.3%
      StrykerStryker (SYK)
      		3.73%3.29%
      ExxonMobilExxonMobil (XOM)
      		3.73%3.29%
      AlphabetAlphabet (GOOGL)
      		3.05%3.28%
      SalesforceSalesforce (CRM)
      		3.73%3.21%
      OracleOracle (ORCL)
      		3.73%3.18%
      AbbVieAbbVie (ABBV)
      		3.73%2.9%
      EveriEveri (EVRI)
      		2.81%2.69%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		3.73%2.68%
      TriNetTriNet (TNET)
      		2.91%2.63%
      ValeroValero (VLO)
      		3.73%2.62%
      ComcastComcast (CMCSA)
      		3.73%2.6%
      Texas InstrumentsTexas Instruments (TXN)
      		3.73%2.51%
      Lowe'sLowe's (LOW)
      		3.73%2.47%
      PepsiCoPepsiCo (PEP)
      		3.73%2.41%
      VerizonVerizon (VZ)
      		3.73%2.41%
      MasterCraftMasterCraft (MCFT)
      		2.91%1.98%
      Wabash NationalWabash National (WNC)
      		2.91%1.6%

      Cash Exposure Over Time

      Cash Exposure % Over Time