DrPeterWilson avatar

DrPeterWilson
🇬🇧 Investor.
3 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 2, 2025
Lowest Cash
February 25, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
45 instruments
May 6, 2022
Least Diversified
0 instruments
February 2, 2025
Average
36.3 instruments

Most Consistent Holdings

Top 5

avatarJPM
99.92%
avatarMRK
99.92%
avatarPG
99.92%
avatarVZ
99.92%
avatarPEP
99.92%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 25, 2022
Lowest Exposure
April 2, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
56.21%
Consumer Non Durables
13.27%
Health Technology
8.95%
Communications
3.55%
Electronic Technology
2.71%

Top Countries

Top 5

🇺🇸United States
69.54%
🇬🇧United Kingdom
23.56%
🇳🇱Netherlands
0.22%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
5.26%5.51%99.92%-
Legal & GeneralLegal & General (LGEN.L)
4.59%5.7%99.92%-
UnileverUnilever (ULVR.L)
4.29%5.54%99.92%-
WP CareyWP Carey (WPC)
4.08%0%92.71%3/11/2025
VICI PropertiesVICI Properties (VICI)
3.88%0%84.93%12/5/2024
AbbVieAbbVie (ABBV)
3.75%5.63%99.92%-
AdmiralAdmiral (ADM.L)
3.72%0%91.24%2/21/2025
SimonSimon (SPG)
3.61%0%90.99%2/18/2025
BATBAT (BATS.L)
3.49%0%84.93%12/5/2024
Ares CapitalAres Capital (ARCC)
3.41%0%91.15%2/20/2025
JPMorganJPMorgan (JPM)
3.2%3.79%99.92%-
MerckMerck (MRK)
3%4.87%99.92%-
abrdnabrdn (ABDN.L)
2.9%0%91.24%2/21/2025
PepsiCoPepsiCo (PEP)
2.82%3.89%99.92%-
VerizonVerizon (VZ)
2.81%3.09%99.92%-
T. Rowe PriceT. Rowe Price (TROW)
2.63%0%85.83%12/16/2024
Bank of AmericaBank of America (BAC)
2.5%0%84.93%12/5/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.49%0%58.23%5/15/2024
QualcommQualcomm (QCOM)
2.49%5.87%90.99%-
NNNNNN (NNN)
2.38%0%84.93%12/5/2024
Medical Properties TrustMedical Properties Trust (MPW)
2.3%1.55%99.92%-
Procter & GambleProcter & Gamble (PG)
2%2.82%99.92%-
Stanley Black & DeckerStanley Black & Decker (SWK)
2%1.86%99.92%-
Main Street CapitalMain Street Capital (MAIN)
1.98%0%91.15%2/20/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.68%0%53.97%3/21/2024
GSKGSK (GSK.L)
1.47%0%64.46%3/28/2024
Big YellowBig Yellow (BYG.L)
1.34%3.28%72.48%-
Enterprise ProductsEnterprise Products (EPD)
1.22%0%27.35%12/22/2022
AlexandriaAlexandria (ARE)
1.09%2.32%76.49%-
SegroSegro (SGRO.L)
1.05%2.58%75.68%-
Agree RealtyAgree Realty (ADC)
0.94%0%54.46%2/20/2025
Store Capital Corp.Store Capital Corp. (STOR)
0.8%0%20.88%9/22/2022
OmnicomOmnicom (OMC)
0.76%0%31.12%2/8/2023
AT&TAT&T (T)
0.73%0%91.81%2/28/2025
BPBP (BP.L)
0.69%0%23.75%11/1/2022
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.67%0%37.35%9/16/2024
AltriaAltria (MO)
0.64%0%28.75%1/9/2023
IIPRIIPR (IIPR)
0.59%0.34%90.99%-
IBMIBM (IBM)
0.56%0%24.82%11/14/2022
ExxonMobilExxonMobil (XOM)
0.47%0%19.16%8/26/2022
Digital RealtyDigital Realty (DLR)
0.41%0%54.63%2/2/2024
STAGSTAG (STAG)
0.41%0%20.31%5/2/2023
Omega HealthcareOmega Healthcare (OHI)
0.4%0%62%2/26/2024
Home DepotHome Depot (HD)
0.39%0%25.72%11/28/2022
Permian ResourcesPermian Resources (PR)
0.35%2.35%12.04%-
Duke EnergyDuke Energy (DUK)
0.34%0%36.53%4/17/2023
Polymetal International PLCPolymetal International PLC (POLY.L)
0.32%0%42.01%6/23/2023
HighwoodsHighwoods (HIW)
0.32%0%49.22%9/4/2024
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.32%0%83.54%2/28/2025
Energy TransferEnergy Transfer (ET)
0.28%0%17.77%10/6/2022
ASMLASML (ASML)
0.22%1.39%18.92%-
EPREPR (EPR)
0.2%0%22.03%9/16/2024
KronosKronos (KRO)
0.2%0%11.38%5/20/2022
PrologisPrologis (PLD)
0.14%0%28.58%12/14/2023
Spirit Realty Capital IncSpirit Realty Capital Inc (SRC)
0.13%0%25.31%12/14/2023
Crown CastleCrown Castle (CCI)
0.1%0%5.41%4/11/2022
AvalonBayAvalonBay (AVB)
0.1%0%11.3%6/7/2023
PfizerPfizer (PFE)
0.06%0%17.36%10/28/2022
Fifth ThirdFifth Third (FITB)
0.06%0%8.68%7/27/2023
Equity ResidentialEquity Residential (EQR)
0.05%0%16.63%7/18/2023
UnitedHealthUnitedHealth (UNH)
0.04%2.81%1.47%-
Charles SchwabCharles Schwab (SCHW)
0.04%0%8.03%7/19/2023
AlphabetAlphabet (GOOG)
0.04%0%2.13%3/28/2024
ComcastComcast (CMCSA)
0.04%0%7.45%9/16/2024
US BancorpUS Bancorp (USB)
0.04%0%6.47%7/27/2023
Tyson FoodsTyson Foods (TSN)
0.03%0%6.55%7/27/2023
VodafoneVodafone (VOD)
0.02%0%2.54%1/31/2022
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0.01%0%6.31%1/18/2024
ReckittReckitt (RKT.L)
0%0%0.49%1/6/2022
WalgreensWalgreens (WBA)
0%0%0.33%1/4/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Legal & GeneralLegal & General (LGEN.L)
6.65%6.61%
Realty IncomeRealty Income (O)
7.38%6.59%
UnileverUnilever (ULVR.L)
5.12%6.08%
Ares CapitalAres Capital (ARCC)
4.46%5.12%
WP CareyWP Carey (WPC)
6.38%5.02%
abrdnabrdn (ABDN.L)
5.84%4.77%
SimonSimon (SPG)
3.09%4.72%
AbbVieAbbVie (ABBV)
2.94%4.72%
AdmiralAdmiral (ADM.L)
4.2%4.56%
QualcommQualcomm (QCOM)
3.32%4.12%
Main Street CapitalMain Street Capital (MAIN)
2.37%3.89%
MerckMerck (MRK)
2.46%3.28%
JPMorganJPMorgan (JPM)
1.64%3.06%
PepsiCoPepsiCo (PEP)
2.83%3.03%
Agree RealtyAgree Realty (ADC)
2.36%2.72%
Procter & GambleProcter & Gamble (PG)
2.01%2.58%
VerizonVerizon (VZ)
3.19%2.52%
Big YellowBig Yellow (BYG.L)
2.52%2.14%
AlexandriaAlexandria (ARE)
2.29%1.82%
Stanley Black & DeckerStanley Black & Decker (SWK)
3.5%1.79%
SegroSegro (SGRO.L)
1.83%1.65%
Medical Properties TrustMedical Properties Trust (MPW)
5.86%1.38%
ASMLASML (ASML)
1.14%1.14%
AT&TAT&T (T)
1.02%0.83%
IIPRIIPR (IIPR)
0.34%0.15%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.26%0.12%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments