Cfranklin89 avatar

Cfranklin89
🇬🇧 Value Financial Services Investor.
843 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
November 3, 2022
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
37 instruments
November 17, 2023
Least Diversified
0 instruments
January 1, 2022
Average
17 instruments

Most Consistent Holdings

Top 5

avatarGOOG
82.97%
avatarTLT
66.96%
avatarBTRW.L
61.14%
avatarAXP
60.55%
avatarLEN
58.59%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 1, 2022
Lowest Exposure
November 3, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
26.9%
ETFs
20.92%
Finance
13.16%
Consumer Durables
5.72%
Electronic Technology
4.51%

Top Countries

Top 5

🇺🇸United States
57.07%
🇬🇧United Kingdom
3.82%
🇨🇭Switzerland
3.21%
🇨🇦Canada
2.75%
🇳🇱Netherlands
1.5%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MetaMeta (META)
18.53%0%53.42%2/8/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
9.15%0%18.7%11/2/2022
AlphabetAlphabet (GOOG)
6.67%7.7%82.97%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
3.58%2.44%66.96%-
American ExpressAmerican Express (AXP)
2.81%5.47%60.55%-
Canadian PacificCanadian Pacific (CP)
2.75%2.47%52.26%-
AmazonAmazon (AMZN)
2.52%8.81%40.98%-
S&P GlobalS&P Global (SPGI)
2.49%5.08%46.14%-
Capital OneCapital One (COF)
2.43%0%53.13%9/12/2025
LennarLennar (LEN)
2.27%3.83%58.59%-
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
2.05%0%13.17%11/2/2022
Waste ManagementWaste Management (WM)
1.82%0%38.21%2/20/2025
ChubbChubb (CB)
1.81%0%41.99%7/15/2025
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
1.72%0%29.62%12/19/2024
Goldman SachsGoldman Sachs (GS)
1.65%0%31.88%10/8/2025
BarrattBarratt (BTRW.L)
1.57%2.75%61.14%-
MastercardMastercard (MA)
1.57%0%28.89%4/4/2025
UnitedHealthUnitedHealth (UNH)
1.48%0%46.58%3/27/2025
ASMLASML (ASML.NV)
1.45%9.09%34.06%-
ABBABB (ABBN.ZU)
1.4%3.61%38.57%-
UberUber (UBER)
1.27%6.93%19.51%-
Bank of AmericaBank of America (BAC)
1.23%0%38.28%12/3/2024
MicronMicron (MU)
1.15%4.96%21.4%-
DeereDeere (DE)
1.1%0%22.13%12/17/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.02%0%15.07%11/17/2023
CiscoCisco (CSCO)
0.88%0%34.64%9/4/2024
Coca-ColaCoca-Cola (KO)
0.83%0%21.91%2/23/2024
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
0.82%0%13.9%2/5/2025
TSMCTSMC (TSM)
0.72%0%21.47%2/13/2024
InmodeInmode (INMD)
0.71%3.9%19.43%-
Lloyd'sLloyd's (LLOY.L)
0.69%0%27.66%8/2/2024
AdobeAdobe (ADBE)
0.62%0%14.41%11/8/2023
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
0.61%0%17.76%2/8/2024
Procter & GambleProcter & Gamble (PG)
0.61%0%20.82%2/8/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.6%0%31.37%8/15/2024
MicrosoftMicrosoft (MSFT)
0.59%0%14.56%2/21/2025
StarbucksStarbucks (SBUX)
0.55%0%34.64%8/14/2024
PersimmonPersimmon (PSN.L)
0.54%0%31.15%7/25/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.49%0%14.99%6/11/2024
SalzgitterSalzgitter (SZG.DE)
0.47%3.92%12.08%-
DisneyDisney (DIS)
0.43%0%20.6%2/23/2024
NintendoNintendo (NTDOY)
0.43%0%27.66%7/25/2024
Howden JoineryHowden Joinery (HWDN.L)
0.4%0%23.44%4/9/2024
GMGM (GM)
0.38%0%15.72%1/11/2024
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.37%1.36%20.16%-
Home DepotHome Depot (HD)
0.35%0%14.41%11/16/2023
BookingBooking (BKNG)
0.35%0%8.73%12/3/2024
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.32%4.24%8.15%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
0.32%4.42%8.22%-
BarclaysBarclays (BARC.L)
0.32%0%18.7%2/9/2024
DiageoDiageo (DGE.L)
0.3%0%13.68%5/23/2024
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0.29%0%9.53%11/16/2023
ValeVale (VALE)
0.29%0%19.72%5/23/2024
WalmartWalmart (WMT)
0.27%0%6.7%5/23/2025
SPDR GoldSPDR Gold (GLD)
0.27%0%5.53%3/3/2025
EthereumEthereum (ETH)
0.27%0%18.63%1/5/2024
Dollar GeneralDollar General (DG.US)
0.26%0%13.68%5/23/2024
iShares UK Property UCITS ETFiShares UK Property UCITS ETF (IUKP.L)
0.23%0%11.57%12/14/2023
TencentTencent (0700.HK)
0.22%0%18.49%1/31/2024
AppleApple (AAPL)
0.19%0%13.39%2/8/2024
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
0.16%0%9.83%12/14/2023
AllyAlly (ALLY)
0.16%0%11.57%1/19/2024
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.14%0%5.02%2/10/2025
CloudflareCloudflare (NET)
0.14%0%3.57%6/8/2023
TeslaTesla (TSLA)
0.13%0%4%6/14/2023
CrocsCrocs (CROX)
0.13%4.67%3.93%-
Lockheed MartinLockheed Martin (LMT)
0.12%0%6.33%11/6/2023
eToro Group LTDeToro Group LTD (ETOR)
0.09%2.18%6.62%-
ProsusProsus (PRX.NV)
0.05%0%4.15%7/13/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR GoldSPDR Gold (GLD)
6.14%6.16%
MastercardMastercard (MA)
5.74%5.93%
AmazonAmazon (AMZN)
5.87%5.85%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
6.08%5.77%
Waste ManagementWaste Management (WM)
5.74%5.73%
American ExpressAmerican Express (AXP)
5.27%5.59%
AlphabetAlphabet (GOOG)
5.42%5.59%
ChubbChubb (CB)
4.92%5.37%
Canadian PacificCanadian Pacific (CP)
5.87%5.31%
S&P GlobalS&P Global (SPGI)
4.61%5.3%
UnitedHealthUnitedHealth (UNH)
5.22%5.19%
Capital OneCapital One (COF)
5.07%5.1%
MicrosoftMicrosoft (MSFT)
4.87%5.09%
BarrattBarratt (BTRW.L)
4.92%5.03%
LennarLennar (LEN)
5.64%4.91%
ASMLASML (ASML.NV)
4.79%4.66%
ABBABB (ABBN.ZU)
4.3%4.28%
Brookfield InfrastructureBrookfield Infrastructure (BIP)
3.99%3.74%
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
3.07%3.09%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments