Cally78uk avatar

Cally78uk
🇬🇧 Value Investor.
13 copiers.

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
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
22.6 instruments

Most Consistent Holdings

Top 5

avatarGILD
99.92%
avatarAAPL
87.22%
avatarAMZN
87.22%
avatarTSLA
87.22%
avatarGOOGL
87.22%

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
17.45%
Retail Trade
14.29%
Technology Services
12.56%
Electronic Technology
9.99%
Energy Minerals
9.84%

Top Countries

Top 5

🇺🇸United States
93.95%
🇨🇦Canada
1.04%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
ExxonMobilExxonMobil (XOM)
4.61%2.92%83.95%-
NVIDIANVIDIA (NVDA)
4.6%0%59.3%4/14/2025
MetaMeta (META)
4.55%0%73.22%4/14/2025
Williams-SonomaWilliams-Sonoma (WSM)
4.39%5.64%70.84%-
Builders FirstSourceBuilders FirstSource (BLDR)
4.35%3.21%77.56%-
Gilead SciencesGilead Sciences (GILD)
4.06%4.14%99.92%-
ComcastComcast (CMCSA)
3.58%2.22%83.95%-
TriNetTriNet (TNET)
3.54%2.49%70.84%-
AppleApple (AAPL)
3.17%0%87.22%4/14/2025
AlphabetAlphabet (GOOGL)
3.08%0%87.22%4/14/2025
VerizonVerizon (VZ)
2.98%2.44%83.95%-
Eli LillyEli Lilly (LLY)
2.95%3.7%56.27%-
AmazonAmazon (AMZN)
2.94%0%87.22%4/14/2025
TeslaTesla (TSLA)
2.5%0%87.22%4/14/2025
Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
2.46%0%28.01%1/13/2023
Southwestern EnergySouthwestern Energy (SWN)
2.33%0%50.78%10/2/2024
StrykerStryker (SYK)
2.16%3.28%56.27%-
CrocsCrocs (CROX)
2.04%2.83%49.06%-
HPHP (HPQ)
1.81%0%36.28%4/14/2023
VisaVisa (V)
1.78%0%27.68%7/13/2023
ValeroValero (VLO)
1.66%2.54%49.06%-
Philip MorrisPhilip Morris (PM)
1.57%0%50.94%7/15/2024
MicrosoftMicrosoft (MSFT)
1.33%4.71%32.68%-
ConocoPhillipsConocoPhillips (COP)
1.23%0%13.1%1/13/2023
HologicHologic (HOLX)
1.22%0%22.36%10/13/2022
Smith & WessonSmith & Wesson (SWBI)
1.13%0%28.01%1/13/2023
MedifastMedifast (MED.US)
1.07%0%29.57%1/16/2024
AbCelleraAbCellera (ABCL)
1.04%0%29.57%1/16/2024
AbbVieAbbVie (ABBV)
1.03%6.95%26.62%-
TupperwareTupperware (TUPBQ)
1.02%0%28.01%1/13/2023
Best BuyBest Buy (BBY)
0.93%0%22.36%10/13/2022
CignaCigna (CI)
0.91%0%15.97%7/15/2022
Quest DiagnosticsQuest Diagnostics (DGX)
0.88%0%15.97%7/15/2022
QuidelQuidel (QDEL)
0.87%0%22.36%10/13/2022
Tyson FoodsTyson Foods (TSN)
0.86%0%28.5%10/13/2023
Tivity Health IncTivity Health Inc (TVTY)
0.86%0%13.6%6/29/2022
ABMABM (ABM)
0.86%0%15.97%7/15/2022
Dick'sDick's (DKS)
0.84%0%15.97%7/15/2022
OracleOracle (ORCL)
0.83%3.05%26.62%-
EveriEveri (EVRI)
0.81%0%29.57%1/13/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.8%2.66%26.62%-
MasterCraftMasterCraft (MCFT)
0.8%0%29.57%1/13/2025
Wabash NationalWabash National (WNC)
0.8%0%29.57%1/13/2025
Weight WatchersWeight Watchers (WGHTQ)
0.73%0%28.01%1/13/2023
ParamountParamount (PARA)
0.63%0%15.97%7/15/2022
SalesforceSalesforce (CRM)
0.55%2.4%19.16%-
Texas InstrumentsTexas Instruments (TXN)
0.47%2.38%19.16%-
Lowe'sLowe's (LOW)
0.47%2.13%19.16%-
PepsiCoPepsiCo (PEP)
0.45%1.95%19.16%-
OmnicomOmnicom (OMC)
0.45%0%8.35%4/13/2022
AltriaAltria (MO)
0.44%0%8.35%4/13/2022
BiogenBiogen (BIIB)
0.36%0%8.35%4/13/2022
Surface Oncology IncSurface Oncology Inc (SURF)
0.36%0%22.36%10/13/2022
CVS HealthCVS Health (CVS)
0.35%2.84%11.71%-
Puma BiotechnologyPuma Biotechnology (PBYI)
0.27%2.61%11.71%-
HoneywellHoneywell (HON)
0.27%2.36%11.71%-
Lockheed MartinLockheed Martin (LMT)
0.27%2.27%11.71%-
EmcorEmcor (EME)
0.25%2.36%11.71%-
SageSage (SAGE)
0.22%0%8.35%4/13/2022
NetflixNetflix (NFLX)
0.22%5.28%4.34%-
LitecoinLitecoin (LTC)
0.2%0%8.35%4/13/2022
EbixEbix (EBIXQ)
0.19%0%16.3%8/8/2024
XRPXRP (XRP)
0.18%0%8.35%4/13/2022
WalmartWalmart (WMT)
0.18%4.05%4.34%-
Home DepotHome Depot (HD)
0.18%4.05%4.34%-
Coca-ColaCoca-Cola (KO)
0.18%3.83%4.34%-
Procter & GambleProcter & Gamble (PG)
0.17%3.74%4.34%-
KLAKLA (KLAC)
0.09%0.85%11.71%-

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 & Instruments Over Time

Cash Exposure %

Number of Instruments