DrPeterWilson avatar

DrPeterWilson
🇬🇧 Financial Services 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
35.7 instruments

Most Consistent Holdings

Top 5

avatarMRK
99.92%
avatarVZ
99.92%
avatarPEP
99.92%
avatarSWK
99.92%
avatarLGEN.L
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
55.36%
Consumer Non Durables
13.39%
Health Technology
9.16%
Communications
3.61%
Electronic Technology
3%

Top Countries

Top 5

🇺🇸United States
69.51%
🇬🇧United Kingdom
23.45%
🇳🇱Netherlands
0.3%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
5.35%10.11%99.92%-
Legal & GeneralLegal & General (LGEN.L)
4.62%8.46%99.92%-
UnileverUnilever (ULVR.L)
4.36%0%99.53%7/17/2025
WP CareyWP Carey (WPC)
3.93%0%89.42%3/11/2025
AbbVieAbbVie (ABBV)
3.84%0%99.53%7/17/2025
VICI PropertiesVICI Properties (VICI)
3.74%0%81.91%12/5/2024
AdmiralAdmiral (ADM.L)
3.59%0%87.99%2/21/2025
SimonSimon (SPG)
3.48%0%87.76%2/18/2025
BATBAT (BATS.L)
3.36%0%81.91%12/5/2024
Ares CapitalAres Capital (ARCC)
3.29%0%87.91%2/20/2025
JPMorganJPMorgan (JPM)
3.19%0%98.34%7/2/2025
MerckMerck (MRK)
3.14%7.86%99.92%-
PepsiCoPepsiCo (PEP)
2.95%7.81%99.92%-
VerizonVerizon (VZ)
2.89%7.9%99.92%-
abrdnabrdn (ABDN.L)
2.8%0%87.99%2/21/2025
QualcommQualcomm (QCOM)
2.7%8.78%91.31%-
T. Rowe PriceT. Rowe Price (TROW)
2.54%0%82.78%12/16/2024
Bank of AmericaBank of America (BAC)
2.41%0%81.91%12/5/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.4%0%56.16%5/15/2024
Medical Properties TrustMedical Properties Trust (MPW)
2.31%3.63%99.92%-
NNNNNN (NNN)
2.3%0%81.91%12/5/2024
Procter & GambleProcter & Gamble (PG)
2.07%0%99.53%7/17/2025
Stanley Black & DeckerStanley Black & Decker (SWK)
2.04%5.17%99.92%-
Main Street CapitalMain Street Capital (MAIN)
1.91%0%87.91%2/20/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.62%0%52.05%3/21/2024
Big YellowBig Yellow (BYG.L)
1.47%6.22%73.46%-
GSKGSK (GSK.L)
1.42%0%62.16%3/28/2024
AlexandriaAlexandria (ARE)
1.2%6.8%77.33%-
Enterprise ProductsEnterprise Products (EPD)
1.18%0%26.38%12/22/2022
SegroSegro (SGRO.L)
1.15%5.21%76.54%-
Agree RealtyAgree Realty (ADC)
0.91%0%52.53%2/20/2025
Store Capital Corp.Store Capital Corp. (STOR)
0.77%0%20.14%9/22/2022
OmnicomOmnicom (OMC)
0.73%0%30.02%2/8/2023
AT&TAT&T (T)
0.7%0%88.55%2/28/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.66%1.73%37.6%-
BPBP (BP.L)
0.66%0%22.91%11/1/2022
AltriaAltria (MO)
0.62%0%27.73%1/9/2023
IIPRIIPR (IIPR)
0.59%0.85%91.31%-
IBMIBM (IBM)
0.54%0%23.93%11/14/2022
Permian ResourcesPermian Resources (PR)
0.48%6.03%15.17%-
ExxonMobilExxonMobil (XOM)
0.45%0%18.48%8/26/2022
Digital RealtyDigital Realty (DLR)
0.4%0%52.69%2/2/2024
STAGSTAG (STAG)
0.39%0%19.59%5/2/2023
Omega HealthcareOmega Healthcare (OHI)
0.39%0%59.79%2/26/2024
Home DepotHome Depot (HD)
0.38%0%24.8%11/28/2022
Duke EnergyDuke Energy (DUK)
0.33%0%35.23%4/17/2023
Polymetal International PLCPolymetal International PLC (POLY.L)
0.31%0%40.52%6/23/2023
HighwoodsHighwoods (HIW)
0.31%0%47.47%9/4/2024
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.31%0%80.57%2/28/2025
ASMLASML (ASML)
0.3%3.51%21.8%-
Energy TransferEnergy Transfer (ET)
0.27%0%17.14%10/6/2022
UnitedHealthUnitedHealth (UNH)
0.21%6.91%4.98%-
EPREPR (EPR)
0.19%0%21.25%9/16/2024
KronosKronos (KRO)
0.19%0%10.98%5/20/2022
PrologisPrologis (PLD)
0.13%0%27.57%12/14/2023
Spirit Realty Capital IncSpirit Realty Capital Inc (SRC)
0.13%0%24.41%12/14/2023
Crown CastleCrown Castle (CCI)
0.1%0%5.21%4/11/2022
AvalonBayAvalonBay (AVB)
0.09%0%10.9%6/7/2023
PfizerPfizer (PFE)
0.06%0%16.75%10/28/2022
Fifth ThirdFifth Third (FITB)
0.06%0%8.37%7/27/2023
Equity ResidentialEquity Residential (EQR)
0.05%0%16.03%7/18/2023
Charles SchwabCharles Schwab (SCHW)
0.04%0%7.74%7/19/2023
AlphabetAlphabet (GOOG)
0.04%0%2.05%3/28/2024
ComcastComcast (CMCSA)
0.04%0%7.19%9/16/2024
RegeneronRegeneron (REGN)
0.03%2.57%2.05%-
US BancorpUS Bancorp (USB)
0.03%0%6.24%7/27/2023
Tyson FoodsTyson Foods (TSN)
0.03%0%6.32%7/27/2023
VodafoneVodafone (VOD)
0.02%0%2.45%1/31/2022
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%6.08%1/18/2024
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0%0.29%0.55%-
ReckittReckitt (RKT.L)
0%0%0.47%1/6/2022
WalgreensWalgreens (WBA)
0%0%0.32%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