Cfranklin89 avatar

Cfranklin89
🇬🇧 Value Financial Services Investor.
1,121 copiers.

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MetaMeta (META)
24.83%0%71.61%2/8/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
12.27%0%25.07%11/2/2022
AlphabetAlphabet (GOOG)
6.74%5.28%76.88%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
3.69%5.82%55.41%-
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
2.74%0%17.66%11/2/2022
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
2.14%6.36%36.68%-
Waste ManagementWaste Management (WM)
1.99%5.54%42.05%-
Capital OneCapital One (COF)
1.9%5.63%42.15%-
Canadian PacificCanadian Pacific (CP)
1.86%5.51%35.71%-
American ExpressAmerican Express (AXP)
1.74%5.81%46.83%-
Bank of AmericaBank of America (BAC)
1.6%3.29%49.85%-
LennarLennar (LEN)
1.57%5.04%44.2%-
S&P GlobalS&P Global (SPGI)
1.54%6.28%27.51%-
UnitedHealthUnitedHealth (UNH)
1.49%3.76%49.85%-
MastercardMastercard (MA)
1.48%6.52%25.37%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.37%0%20.2%11/17/2023
DeereDeere (DE)
1.32%5.02%26.83%-
CiscoCisco (CSCO)
1.19%0%46.44%9/4/2024
ChubbChubb (CB)
1.17%5.08%32.98%-
Coca-ColaCoca-Cola (KO)
1.12%0%29.37%2/23/2024
TSMCTSMC (TSM)
0.97%0%28.78%2/13/2024
Lloyd'sLloyd's (LLOY.L)
0.93%0%37.07%8/2/2024
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
0.92%0%15.12%5/23/2024
BarrattBarratt (BTRW.L)
0.91%0.93%47.61%-
AdobeAdobe (ADBE)
0.83%0%19.32%11/8/2023
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
0.81%0%23.8%2/8/2024
Procter & GambleProcter & Gamble (PG)
0.81%0%27.9%2/8/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.81%0%42.05%8/15/2024
AmazonAmazon (AMZN)
0.8%6.11%20.59%-
StarbucksStarbucks (SBUX)
0.74%0%46.44%8/14/2024
PersimmonPersimmon (PSN.L)
0.72%0%41.76%7/25/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.66%0%20.1%6/11/2024
ABBABB (ABBN.ZU)
0.61%3.66%17.37%-
DisneyDisney (DIS)
0.58%0%27.61%2/23/2024
NintendoNintendo (NTDOY)
0.57%0%37.07%7/25/2024
Goldman SachsGoldman Sachs (GS)
0.53%0%15.61%8/2/2024
Howden JoineryHowden Joinery (HWDN.L)
0.53%0%31.41%4/9/2024
GMGM (GM)
0.51%0%21.07%1/11/2024
Home DepotHome Depot (HD)
0.47%0%19.32%11/16/2023
BarclaysBarclays (BARC.L)
0.42%0%25.07%2/9/2024
DiageoDiageo (DGE.L)
0.41%0%18.34%5/23/2024
BookingBooking (BKNG)
0.4%4.26%10.24%-
MicrosoftMicrosoft (MSFT)
0.4%5.39%10.24%-
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0.38%0%12.78%11/16/2023
ValeVale (VALE)
0.38%0%26.44%5/23/2024
EthereumEthereum (ETH)
0.36%0%24.98%1/5/2024
Dollar GeneralDollar General (DG.US)
0.35%0%18.34%5/23/2024
iShares UK Property UCITS ETFiShares UK Property UCITS ETF (IUKP.L)
0.31%0%15.51%12/14/2023
TencentTencent (0700.HK)
0.29%0%24.78%1/31/2024
AppleApple (AAPL)
0.25%0%17.95%2/8/2024
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
0.22%0%13.17%12/14/2023
AllyAlly (ALLY)
0.21%0%15.51%1/19/2024
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.19%0%6.54%4/24/2024
CloudflareCloudflare (NET)
0.18%0%4.78%6/8/2023
TeslaTesla (TSLA)
0.18%0%5.37%6/14/2023
Lockheed MartinLockheed Martin (LMT)
0.16%0%8.49%11/6/2023
ASMLASML (ASML.NV)
0.14%1.2%11.32%-
ProsusProsus (PRX.NV)
0.07%0%5.56%7/13/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		7.66%7.25%
      Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
      		4.89%5.07%
      SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
      		5.41%4.95%
      Capital OneCapital One (COF)
      		3.93%4.82%
      American ExpressAmerican Express (AXP)
      		4.22%4.5%
      Waste ManagementWaste Management (WM)
      		4.22%4.23%
      Canadian PacificCanadian Pacific (CP)
      		4.17%4.19%
      Coca-ColaCoca-Cola (KO)
      		3.88%3.53%
      Bank of AmericaBank of America (BAC)
      		2.89%3.16%
      LennarLennar (LEN)
      		2.5%3.01%
      TSMCTSMC (TSM)
      		2.5%2.59%
      ChubbChubb (CB)
      		2.71%2.54%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		2.71%2.47%
      BarrattBarratt (BTRW.L)
      		2.13%2.4%
      iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
      		2.43%2.35%
      Lloyd'sLloyd's (LLOY.L)
      		2.32%2.33%
      DiageoDiageo (DGE.L)
      		2.48%2.31%
      UnitedHealthUnitedHealth (UNH)
      		2.17%2.1%
      AlphabetAlphabet (GOOG)
      		1.79%2.08%
      PersimmonPersimmon (PSN.L)
      		1.97%2.07%
      CiscoCisco (CSCO)
      		2.25%2.07%
      Howden JoineryHowden Joinery (HWDN.L)
      		1.82%2.05%
      GMGM (GM)
      		2.02%1.92%
      Dollar GeneralDollar General (DG.US)
      		1.57%1.61%
      ValeVale (VALE)
      		1.48%1.6%
      NintendoNintendo (NTDOY)
      		1.46%1.57%
      Procter & GambleProcter & Gamble (PG)
      		1.75%1.54%
      BarclaysBarclays (BARC.L)
      		1.54%1.45%
      AllyAlly (ALLY)
      		1.25%1.45%
      StarbucksStarbucks (SBUX)
      		1.6%1.42%
      DisneyDisney (DIS)
      		1.48%1.37%
      MetaMeta (META)
      		1%1.34%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		1.4%1.25%
      AppleApple (AAPL)
      		1.12%1.07%
      EthereumEthereum (ETH)
      		0.64%0.67%
      TencentTencent (0700.HK)
      		0.81%0.64%