Dividend-Income avatar

Dividend-Income
🇸🇰 Value Financial Services 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
April 13, 2024
Lowest Cash
February 11, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
27 instruments
May 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
18.7 instruments

Most Consistent Holdings

Top 5

avatarBIDU
99.85%
avatarPSN.L
95.36%
avatarPSKY
92.63%
avatarNIO
92.63%
avatarABNB.RTH
92.63%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 11, 2022
Lowest Exposure
April 13, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
18.79%
Finance
12.99%
Consumer Durables
11.28%
Electronic Technology
10.48%
Consumer Services
7.37%

Top Countries

Top 5

🇺🇸United States
47.1%
🇬🇧United Kingdom
12.54%
🇨🇳China
6.9%
🇨🇦Canada
5.58%
🇳🇱Netherlands
4.9%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
5.55%0%33.82%2/26/2025
BaiduBaidu (BIDU)
5.41%0%99.85%10/20/2025
FordFord (F)
4.76%0%54.38%2/7/2024
Rolls-RoyceRolls-Royce (RR.L)
4.42%0%54.38%2/7/2024
SimonSimon (SPG)
4.25%0%83.35%3/10/2025
PersimmonPersimmon (PSN.L)
4.11%1.68%95.36%-
PalantirPalantir (PLTR)
4.08%0%65.22%7/5/2024
AMDAMD (AMD)
3.74%0%37.14%6/14/2023
HDFCHDFC (HDB)
3.39%0%49.15%3/10/2025
PayPalPayPal (PYPL)
3.13%0%66.47%7/22/2024
Flow TradersFlow Traders (FLOW.NV)
3.12%18.67%18.35%-
AirbnbAirbnb (ABNB.RTH)
2.97%0%92.63%7/14/2025
CorsairCorsair (CRSR)
2.93%0%69.64%9/3/2024
MetaMeta (META)
2.91%0%31.76%6/20/2023
OccidentalOccidental (OXY)
2.42%4.93%31.32%-
IntuitIntuit (INTU.RTH)
2.38%0%27.93%7/5/2024
Liberty GlobalLiberty Global (LBTYA)
2.29%6.86%16.58%-
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
2.23%4.41%41.05%-
MagnaMagna (MGA)
2.17%4.15%40.6%-
EnphaseEnphase (ENPH)
2.12%0%64.04%7/14/2025
NutrienNutrien (NTR)
1.78%10.49%16.58%-
British American TobaccoBritish American Tobacco (BTI)
1.77%0%22.99%4/7/2025
DisneyDisney (DIS)
1.73%0%13.19%12/14/2023
Canadian PacificCanadian Pacific (CP)
1.63%0%17.83%8/14/2024
ParamountParamount (PSKY)
1.59%0%92.63%7/14/2025
NestleNestle (NESN.ZU)
1.58%0%15.18%3/10/2025
CK HutchisonCK Hutchison (00001.HK)
1.56%10.16%15.99%-
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.55%0%29.11%3/12/2025
NioNio (NIO)
1.49%0%92.63%7/14/2025
AlbemarleAlbemarle (ALB)
1.46%0%33.82%7/14/2025
Acomo NVAcomo NV (ACOMO.NV)
1.25%9.96%13.41%-
AmbevAmbev (ABEV)
1.16%0%18.94%4/7/2025
Beyond MeatBeyond Meat (BYND)
1.09%0%66.47%7/22/2024
UnityUnity (U)
1.02%0%66.47%7/22/2024
MedtronicMedtronic (MDT.US)
0.99%0%34.19%10/2/2024
BitcoinBitcoin (BTC)
0.94%0%23.07%5/27/2024
WorkhorseWorkhorse (WKHS)
0.92%0%66.47%7/22/2024
CVS HealthCVS Health (CVS)
0.8%0%19.68%2/14/2025
PelotonPeloton (PTON)
0.75%0%66.47%7/22/2024
PfizerPfizer (PFE)
0.54%0%8.84%8/14/2024
SignifySignify (LIGHT.NV)
0.49%6.94%7.22%-
LANXESSLANXESS (LXS.DE)
0.44%0%6.93%10/20/2025
OrmatOrmat (ORA.US)
0.44%0%7.59%4/14/2022
Freeport-McMoRanFreeport-McMoRan (FCX)
0.37%0%5.82%3/21/2022
StarbucksStarbucks (SBUX.RTH)
0.33%0%7.59%8/14/2024
iShares Silver TrustiShares Silver Trust (SLV)
0.17%0%4.57%3/3/2022
UnitedHealthUnitedHealth (UNH)
0.17%0%4.35%7/14/2025
CardanoCardano (ADA)
0.14%0%4.05%2/24/2022
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.11%0%1.55%7/26/2024
AppleApple (AAPL)
0.11%0%2.28%5/9/2024
IntelIntel (INTC)
0.08%0%1.25%8/19/2024
SolanaSolana (SOL)
0.06%0%2.28%7/14/2023
Polygon Ecosystem (ex Matic)Polygon Ecosystem (ex Matic) (POL)
0.05%0%1.69%3/20/2022
ProsusProsus (PRX.NV)
0.03%0%2.51%1/12/2023
NetflixNetflix (NFLX)
0.03%0%3.1%12/5/2022

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)
12.8%14.01%
NestleNestle (NESN.ZU)
10.9%10.58%
OccidentalOccidental (OXY)
8.81%8.93%
British American TobaccoBritish American Tobacco (BTI)
5.96%8.06%
SimonSimon (SPG)
4.91%6.9%
HDFCHDFC (HDB)
4.61%5.93%
MagnaMagna (MGA)
6.08%5.86%
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
5.87%5.68%
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
4.12%5.67%
AmbevAmbev (ABEV)
5.66%5.58%
AlbemarleAlbemarle (ALB)
5.87%4.96%
CVS HealthCVS Health (CVS)
3.77%3.36%
BaiduBaidu (BIDU)
4.57%3.21%
PersimmonPersimmon (PSN.L)
3.44%2.1%
AirbnbAirbnb (ABNB.RTH)
2.01%1.8%
EnphaseEnphase (ENPH)
3.12%1.19%
ParamountParamount (PSKY)
1.7%0.52%
NioNio (NIO)
0.5%0.34%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments