HarveysTay avatar

HarveysTay
🇬🇧 Income Financial Services Investor.
425 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
March 7, 2022
Lowest Cash
April 26, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
80 instruments
August 8, 2025
Least Diversified
0 instruments
March 7, 2022
Average
55.9 instruments

Most Consistent Holdings

Top 5

avatarIMB.L
99.84%
avatarSHEL.L
99.84%
avatarPHNX.L
99.84%
avatarAV.L
99.76%
avatarLGEN.L
99.76%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 26, 2022
Lowest Exposure
March 7, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
27.57%
Consumer Non Durables
14.96%
Cryptocurrencies
13.67%
Retail Trade
10.53%
Non Energy Minerals
6.44%

Top Countries

Top 5

🇬🇧United Kingdom
64.04%
🇺🇸United States
9.4%
🇫🇷France
2.56%
🇩🇪Germany
2%
🇬🇮Gibraltar
0.25%

Holdings over time

(Since March 7, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BitcoinBitcoin (BTC)
8.43%17.55%92.78%-
TescoTesco (TSCO.L)
4.69%4.68%99.36%-
IG GroupIG Group (IGG.L)
3.76%3.89%96.47%-
Legal & GeneralLegal & General (LGEN.L)
3.66%3.94%99.76%-
AvivaAviva (AV.L)
3.58%4.06%99.76%-
AdmiralAdmiral (ADM.L)
3.55%3.65%93.66%-
Rolls-RoyceRolls-Royce (RR.L)
3.44%2.04%88.28%-
Sainsbury'sSainsbury's (SBRY.L)
3.42%2.79%94.86%-
UnileverUnilever (ULVR.L)
3.16%2.32%99.68%-
CentaminCentamin (CEY.L)
2.76%0%75.36%11/13/2024
CardanoCardano (ADA)
2.74%4.2%95.02%-
BATBAT (BATS.L)
2.73%2.02%99.6%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
2.68%3.08%97.43%-
AXAAXA (CS.PA)
2.56%2.21%95.99%-
EthereumEthereum (ETH)
2.51%3.96%92.78%-
AT&TAT&T (T)
2.31%2.02%98.8%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
2.31%1.49%98.15%-
Tate & LyleTate & Lyle (TATE.L)
2.2%0.9%99.6%-
Rio TintoRio Tinto (RIO)
1.98%1.64%97.27%-
abrdnabrdn (ABDN.L)
1.98%1.56%95.26%-
Kraft HeinzKraft Heinz (KHC)
1.92%1%97.59%-
Imperial BrandsImperial Brands (IMB.L)
1.91%1.55%99.84%-
ShellShell (SHEL.L)
1.87%1.08%99.84%-
Direct Line GroupDirect Line Group (DLG.L)
1.83%0%91.41%6/25/2025
CentricaCentrica (CNA.L)
1.82%1.47%97.83%-
DunelmDunelm (DNLM.L)
1.79%1.43%95.99%-
Anglo AmericanAnglo American (AAL.L)
1.64%0.96%94.78%-
PhoenixPhoenix (PHNX.L)
1.48%0.99%99.84%-
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
1.44%1.45%87.96%-
Mercedes-BenzMercedes-Benz (MBG.DE)
1.3%0.62%98.8%-
GreggsGreggs (GRG.L)
1.24%0.59%85.79%-
Main Street CapitalMain Street Capital (MAIN)
1.24%1.22%93.1%-
Realty IncomeRealty Income (O)
1.2%1.08%98.8%-
BarrattBarratt (BTRW.L)
1.16%0.51%98.23%-
MoneysupermarketMoneysupermarket (MONY.L)
1.08%0.73%85.79%-
VerizonVerizon (VZ)
1.07%0.64%98.39%-
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
0.97%0.39%96.47%-
ABFABF (ABF.L)
0.89%0.75%94.14%-
PHPPHP (PHP.L)
0.86%0.44%95.1%-
BritvicBritvic (BVIC.L)
0.83%0%65.25%1/10/2025
ITVITV (ITV.L)
0.81%0.84%85.39%-
GSKGSK (GSK.L)
0.79%0.7%77.77%-
TritaxTritax (BBOX.L)
0.73%0.51%87.72%-
PorschePorsche (P911.DE)
0.7%0.24%84.19%-
WalgreensWalgreens (WBA)
0.53%0%74%2/5/2025
Energy TransferEnergy Transfer (ET)
0.38%0%19.1%12/28/2022
M&GM&G (MNG.L)
0.34%1.54%25.28%-
Agree RealtyAgree Realty (ADC)
0.27%0.27%75.84%-
EvokeEvoke (EVOK.L)
0.25%0%47.91%2/16/2024
GlencoreGlencore (GLEN.L)
0.24%0.18%67.42%-
Smurfit KappaSmurfit Kappa (SWR.L)
0.2%0.24%63.64%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.15%0.09%96.87%-
Games WorkshopGames Workshop (GAW.L)
0.13%0.18%70.3%-
WhitbreadWhitbread (WTB.L)
0.13%0.11%78.49%-
National GridNational Grid (NG.L)
0.12%0.28%56.1%-
OSB GroupOSB Group (OSB.L)
0.1%0.49%21.99%-
AmazonAmazon (AMZN)
0.1%0.13%75.76%-
BTBT (BT.L)
0.1%0.21%55.54%-
MicrosoftMicrosoft (MSFT)
0.1%0.12%75.68%-
STAGSTAG (STAG)
0.06%0.06%72.23%-
PrudentialPrudential (PRU.L)
0.05%1.62%3.45%-
MobicoMobico (MCG.L)
0.05%0.02%66.93%-
United UtilitiesUnited Utilities (UU.L)
0.05%0.27%18.78%-
DiageoDiageo (DGE.L)
0.05%0.05%62.52%-
BPBP (BP.L)
0.05%0.19%26%-
RHI MagnesitaRHI Magnesita (RHIM.L)
0.05%0.06%38.68%-
WPPWPP (WPP.L)
0.05%0.02%75.12%-
Take-TwoTake-Two (TTWO)
0.05%1.37%3.53%-
Target HealthcareTarget Healthcare (THRL.L)
0.04%0.16%19.9%-
ReckittReckitt (RKT.L)
0.03%0.44%7.78%-
HSBCHSBC (HSBA.L)
0.03%0.08%38.76%-
CrodaCroda (CRDA.L)
0.03%0.1%18.22%-
MelroseMelrose (MRO.L)
0.02%0.42%6.34%-
HaleonHaleon (HLN)
0.02%0.12%17.09%-
LTC PropertiesLTC Properties (LTC.US)
0.02%0.09%17.01%-
VodafoneVodafone (VOD.L)
0.01%0.17%7.87%-
SSESSE (SSE.L)
0.01%0.07%14.77%-
Drax GroupDrax Group (DRX.L)
0.01%0.52%2.25%-
Taylor WimpeyTaylor Wimpey (TW.L)
0.01%0.37%2.49%-
BellwayBellway (BWY.L)
0.01%0.18%4.74%-
AngloGold AshantiAngloGold Ashanti (AU)
0.01%0.09%10.91%-
B&MB&M (BME.L)
0.01%0.14%5.3%-
WestrockWestrock (SW)
0.01%0.12%6.26%-
Accelerant HoldingsAccelerant Holdings (ARX)
0.01%0.12%3.37%-
eToro Group LTDeToro Group LTD (ETOR)
0%0.04%9.07%-
NIQ Global Intelligence plcNIQ Global Intelligence plc (NIQ)
0%0.1%3.37%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
BitcoinBitcoin (BTC)
7.62%16.42%
Rolls-RoyceRolls-Royce (RR.L)
1.18%5.52%
CardanoCardano (ADA)
3.85%5.07%
TescoTesco (TSCO.L)
4.46%4.73%
IG GroupIG Group (IGG.L)
4.39%4.12%
EthereumEthereum (ETH)
2.07%3.56%
Legal & GeneralLegal & General (LGEN.L)
4.82%3.45%
AdmiralAdmiral (ADM.L)
3.33%3.21%
Sainsbury'sSainsbury's (SBRY.L)
3.34%3.07%
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
3.34%2.78%
AvivaAviva (AV.L)
3.45%2.72%
UnileverUnilever (ULVR.L)
2.81%2.65%
AXAAXA (CS.PA)
2.26%2.26%
Direct Line GroupDirect Line Group (DLG.L)
2.4%2.04%
AT&TAT&T (T)
2.36%1.94%
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
2.37%1.76%
BATBAT (BATS.L)
2.37%1.72%
DunelmDunelm (DNLM.L)
1.77%1.56%
Imperial BrandsImperial Brands (IMB.L)
1.19%1.51%
CentricaCentrica (CNA.L)
1.2%1.5%
Tate & LyleTate & Lyle (TATE.L)
2.31%1.45%
Anglo AmericanAnglo American (AAL.L)
2.4%1.44%
Rio TintoRio Tinto (RIO)
2.3%1.43%
M&GM&G (MNG.L)
1.91%1.42%
BritvicBritvic (BVIC.L)
0.94%1.41%
Kraft HeinzKraft Heinz (KHC)
2.16%1.39%
abrdnabrdn (ABDN.L)
2.07%1.39%
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
1.59%1.36%
Main Street CapitalMain Street Capital (MAIN)
1.14%1.33%
GreggsGreggs (GRG.L)
1.12%1.32%
ShellShell (SHEL.L)
1.19%1.19%
PhoenixPhoenix (PHNX.L)
1.36%0.93%
MoneysupermarketMoneysupermarket (MONY.L)
1.12%0.86%
Realty IncomeRealty Income (O)
1.38%0.84%
ITVITV (ITV.L)
1.01%0.84%
ABFABF (ABF.L)
0.69%0.82%
BarrattBarratt (BTRW.L)
1.19%0.78%
GSKGSK (GSK.L)
1.09%0.77%
Mercedes-BenzMercedes-Benz (MBG.DE)
1.19%0.77%
VerizonVerizon (VZ)
1.2%0.72%
TritaxTritax (BBOX.L)
1.04%0.62%
PHPPHP (PHP.L)
1.18%0.59%
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
1.18%0.57%
PorschePorsche (P911.DE)
0.91%0.46%
OSB GroupOSB Group (OSB.L)
0.58%0.44%
Smurfit KappaSmurfit Kappa (SWR.L)
0.28%0.36%
Agree RealtyAgree Realty (ADC)
0.45%0.32%
GlencoreGlencore (GLEN.L)
0.46%0.28%
BPBP (BP.L)
0.27%0.21%
WalgreensWalgreens (WBA)
1.11%0.19%
Games WorkshopGames Workshop (GAW.L)
0.17%0.18%
Target HealthcareTarget Healthcare (THRL.L)
0.23%0.17%
BTBT (BT.L)
0.17%0.17%
AmazonAmazon (AMZN)
0.09%0.16%
WhitbreadWhitbread (WTB.L)
0.15%0.13%
National GridNational Grid (NG.L)
0.18%0.13%
RHI MagnesitaRHI Magnesita (RHIM.L)
0.18%0.12%
MicrosoftMicrosoft (MSFT)
0.09%0.12%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.3%0.1%
MobicoMobico (MCG.L)
0.16%0.08%
HSBCHSBC (HSBA.L)
0.09%0.08%
STAGSTAG (STAG)
0.09%0.07%
DiageoDiageo (DGE.L)
0.12%0.07%
WPPWPP (WPP.L)
0.09%0.06%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments