Cally78uk avatar

Cally78uk
🇬🇧 Value Med Tech Investor.
12 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
22.3 instruments

Most Consistent Holdings

Top 5

avatarGILD
99.91%
avatarAAPL
90.79%
avatarAMZN
90.79%
avatarTSLA
90.79%
avatarGOOGL
90.79%

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
17.19%
Retail Trade
14.3%
Electronic Technology
11.79%
Technology Services
10.57%
Energy Minerals
10%

Top Countries

Top 5

🇺🇸United States
93.79%
🇨🇦Canada
1.09%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
4.78%0%61.72%4/14/2025
MetaMeta (META)
4.74%0%76.21%4/14/2025
ExxonMobilExxonMobil (XOM)
4.67%3.41%83.29%-
Builders FirstSourceBuilders FirstSource (BLDR)
4.39%3.69%76.64%-
Williams-SonomaWilliams-Sonoma (WSM)
4.33%5.53%69.65%-
Gilead SciencesGilead Sciences (GILD)
4.06%4.37%99.91%-
ComcastComcast (CMCSA)
3.63%2.45%83.29%-
TriNetTriNet (TNET)
3.58%2.54%69.65%-
AppleApple (AAPL)
3.29%0%90.79%4/14/2025
AlphabetAlphabet (GOOGL)
3.21%0%90.79%4/14/2025
AmazonAmazon (AMZN)
3.07%0%90.79%4/14/2025
VerizonVerizon (VZ)
3%2.77%83.29%-
Eli LillyEli Lilly (LLY)
2.91%4.52%54.48%-
TeslaTesla (TSLA)
2.61%0%90.79%4/14/2025
Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
2.56%0%29.16%1/13/2023
Southwestern EnergySouthwestern Energy (SWN)
2.43%0%52.86%10/2/2024
StrykerStryker (SYK)
2.11%3.3%54.48%-
CrocsCrocs (CROX)
1.99%2.85%46.97%-
HPHP (HPQ)
1.89%0%37.77%4/14/2023
VisaVisa (V)
1.85%0%28.82%7/13/2023
Philip MorrisPhilip Morris (PM)
1.63%0%53.03%7/15/2024
ValeroValero (VLO)
1.63%2.46%46.97%-
ConocoPhillipsConocoPhillips (COP)
1.28%0%13.64%1/13/2023
HologicHologic (HOLX)
1.27%0%23.27%10/13/2022
MicrosoftMicrosoft (MSFT)
1.19%4.13%29.92%-
Smith & WessonSmith & Wesson (SWBI)
1.18%0%29.16%1/13/2023
MedifastMedifast (MED.US)
1.11%0%30.78%1/16/2024
AbCelleraAbCellera (ABCL)
1.09%0%30.78%1/16/2024
TupperwareTupperware (TUPBQ)
1.06%0%29.16%1/13/2023
Best BuyBest Buy (BBY)
0.96%0%23.27%10/13/2022
CignaCigna (CI)
0.94%0%16.62%7/15/2022
Quest DiagnosticsQuest Diagnostics (DGX)
0.92%0%16.62%7/15/2022
QuidelQuidel (QDEL)
0.9%0%23.27%10/13/2022
Tyson FoodsTyson Foods (TSN)
0.9%0%29.67%10/13/2023
Tivity Health IncTivity Health Inc (TVTY)
0.9%0%14.15%6/29/2022
ABMABM (ABM)
0.9%0%16.62%7/15/2022
Dick'sDick's (DKS)
0.88%0%16.62%7/15/2022
EveriEveri (EVRI)
0.85%0%30.78%1/13/2025
MasterCraftMasterCraft (MCFT)
0.83%0%30.78%1/13/2025
Wabash NationalWabash National (WNC)
0.83%0%30.78%1/13/2025
AbbVieAbbVie (ABBV)
0.78%7.14%23.61%-
Weight WatchersWeight Watchers (WW)
0.76%0%29.16%1/13/2023
OracleOracle (ORCL)
0.75%2.55%23.61%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.72%3.04%23.61%-
ParamountParamount (PARA)
0.66%0%16.62%7/15/2022
SalesforceSalesforce (CRM)
0.47%2.48%15.86%-
OmnicomOmnicom (OMC)
0.47%0%8.7%4/13/2022
AltriaAltria (MO)
0.46%0%8.7%4/13/2022
Texas InstrumentsTexas Instruments (TXN)
0.4%2.07%15.86%-
Lowe'sLowe's (LOW)
0.39%2.29%15.86%-
PepsiCoPepsiCo (PEP)
0.38%2.36%15.86%-
BiogenBiogen (BIIB)
0.38%0%8.7%4/13/2022
Surface Oncology IncSurface Oncology Inc (SURF)
0.38%0%23.27%10/13/2022
CVS HealthCVS Health (CVS)
0.24%3.37%8.1%-
SageSage (SAGE)
0.23%0%8.7%4/13/2022
LitecoinLitecoin (LTC)
0.2%0%8.7%4/13/2022
EbixEbix (EBIXQ)
0.2%0%16.97%8/8/2024
XRPXRP (XRP)
0.19%0%8.7%4/13/2022
HoneywellHoneywell (HON)
0.19%2.28%8.1%-
Puma BiotechnologyPuma Biotechnology (PBYI)
0.19%2.27%8.1%-
Lockheed MartinLockheed Martin (LMT)
0.18%2.46%8.1%-
EmcorEmcor (EME)
0.17%2.05%8.1%-
KLAKLA (KLAC)
0.06%0.76%8.1%-
NetflixNetflix (NFLX)
0.02%4.59%0.43%-
Coca-ColaCoca-Cola (KO)
0.02%4.4%0.43%-
Procter & GambleProcter & Gamble (PG)
0.02%4.37%0.43%-
Home DepotHome Depot (HD)
0.02%4.34%0.43%-
WalmartWalmart (WMT)
0.02%4.3%0.43%-

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