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Kainite
🇮🇪 Income Financial Services and ETF Investor.
4 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
September 2, 2024
Lowest Cash
February 15, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
46 instruments
October 11, 2022
Least Diversified
27 instruments
August 28, 2024
Average
37.9 instruments

Most Consistent Holdings

Top 5

avatarDIS
100%
avatarINTC
100%
avatarPFE
100%
avatarT
100%
avatarAGNC
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 15, 2022
Lowest Exposure
September 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
23.31%
Finance
19.83%
Health Technology
5.85%
Retail Trade
5.7%
Technology Services
3.63%

Top Countries

Top 5

🇺🇸United States
38.27%
🇬🇧United Kingdom
9.9%
🇨🇳China
2.01%
🇨🇦Canada
1.55%
🇬🇷Greece
0.64%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Main Street CapitalMain Street Capital (MAIN)
3.38%2.77%100%-
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
3.11%2%100%-
GSKGSK (GSK.L)
3.04%0%81.47%8/12/2024
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
2.98%3.17%84.38%-
AT&TAT&T (T)
2.83%2.39%100%-
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
2.76%1.43%100%-
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
2.57%1.45%100%-
AGNCAGNC (AGNC)
2.56%1.52%100%-
BitcoinBitcoin (BTC)
2.35%0%59.4%12/4/2023
UnileverUnilever (ULVR.L)
2.28%0%81.47%8/12/2024
AmazonAmazon (AMZN)
2.17%0%64.7%2/2/2024
SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
2.14%1.27%100%-
IntelIntel (INTC)
2.08%1.02%100%-
SL GreenSL Green (SLG)
2.03%0%59.22%8/27/2024
Legal & GeneralLegal & General (LGEN.L)
2.02%1.76%99.47%-
AlibabaAlibaba (9988.HK)
2.01%1.51%100%-
PfizerPfizer (PFE)
1.97%1.3%100%-
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.86%1.24%100%-
ARMOUR Residential REITARMOUR Residential REIT (ARR)
1.82%0.99%100%-
EPREPR (EPR)
1.81%1.95%99.56%-
iShares Preferred & Income SeciShares Preferred & Income Sec (PFF)
1.68%0.95%100%-
DisneyDisney (DIS)
1.64%0.9%100%-
PembinaPembina (PBA)
1.55%0%61.34%12/26/2023
Medical Properties TrustMedical Properties Trust (MPW)
1.51%1.49%100%-
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
1.48%0.97%100%-
LTC PropertiesLTC Properties (LTC.US)
1.47%1.29%98.15%-
MicrosoftMicrosoft (MSFT)
1.39%0%64.08%1/26/2024
WalmartWalmart (WMT)
1.37%0%64.08%1/26/2024
Energy TransferEnergy Transfer (ET)
1.37%0%29.3%12/20/2022
Prospect CapitalProspect Capital (PSEC)
1.32%1.03%71.76%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
1.3%0%82.79%8/27/2024
InfraCap MLP ETFInfraCap MLP ETF (AMZA)
1.27%0%29.3%12/20/2022
CardanoCardano (ADA)
1.25%0.71%100%-
MetaMeta (META)
1.21%0%60.9%12/21/2023
IAGIAG (IAG.L)
1.1%0%70.61%4/10/2024
BPBP (BP.L)
1.06%0%39.01%4/12/2023
AlphabetAlphabet (GOOG)
1.04%0%54.55%10/10/2023
Invesco Preferred ETFInvesco Preferred ETF (PGX)
0.99%0.79%76.17%-
iShares J.P. Morgan USD Emerging Markets Bond ETFiShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
0.96%0%64.17%8/27/2024
AbbVieAbbVie (ABBV)
0.84%0%36.72%3/17/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.7%0%34.25%2/16/2023
Star BulkStar Bulk (SBLK)
0.64%0.74%57.28%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.63%0.57%91.09%-
BroadcomBroadcom (AVGO)
0.63%0%36.72%3/17/2023
Realty IncomeRealty Income (O)
0.56%0.92%45.45%-
CommScopeCommScope (COMM)
0.53%0%93.73%12/30/2024
Principal FinancialPrincipal Financial (PFG)
0.5%0%28.24%12/6/2022
Store Capital Corp.Store Capital Corp. (STOR)
0.46%0%29.92%12/27/2022
BATBAT (BATS.L)
0.33%0%12%5/17/2022
WalgreensWalgreens (WBA)
0.15%0.7%34.69%-
iShares Floating Rate Bond ETFiShares Floating Rate Bond ETF (FLOT)
0.15%0%18.18%8/27/2024
Horizon TechnologyHorizon Technology (HRZN)
0.12%0.92%17.12%-
AppleApple (AAPL)
0.09%0%7.24%3/24/2022
Ellington FinancialEllington Financial (EFC)
0.07%0.62%14.65%-
Close BrothersClose Brothers (CBG.L)
0.07%0%6.35%4/11/2024
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
0.05%0%18.27%8/27/2024
Coca-ColaCoca-Cola (KO)
0.04%0%4.85%2/24/2022
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.04%0%3.53%2/9/2022
MPLXMPLX (MPLX)
0.04%0%5.47%10/13/2022
ChevronChevron (CVX)
0.01%0%0.62%1/7/2022
Direxion Daily S&P 500 Bull 3XDirexion Daily S&P 500 Bull 3X (SPXL)
0%0.17%1.06%-
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0%0%0.09%2/15/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Main Street CapitalMain Street Capital (MAIN)
      		1.56%3.01%
      AT&TAT&T (T)
      		2.34%2.13%
      Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
      		1.86%2.05%
      Legal & GeneralLegal & General (LGEN.L)
      		1.81%1.76%
      EPREPR (EPR)
      		1.55%1.75%
      Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
      		1.81%1.7%
      Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
      		2.54%1.51%
      AGNCAGNC (AGNC)
      		2.2%1.46%
      SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
      		1.35%1.36%
      LTC PropertiesLTC Properties (LTC.US)
      		1.18%1.33%
      PfizerPfizer (PFE)
      		1.36%1.17%
      CardanoCardano (ADA)
      		1.35%1.16%
      iShares MSCI China ETFiShares MSCI China ETF (MCHI)
      		1.63%1.13%
      Prospect CapitalProspect Capital (PSEC)
      		1.55%1.09%
      Medical Properties TrustMedical Properties Trust (MPW)
      		2.03%1.07%
      ARMOUR Residential REITARMOUR Residential REIT (ARR)
      		1.99%1.05%
      DisneyDisney (DIS)
      		1.4%1.04%
      iShares Preferred & Income SeciShares Preferred & Income Sec (PFF)
      		1.1%1.03%
      Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
      		0.98%1.03%
      AlibabaAlibaba (9988.HK)
      		1.74%0.99%
      Realty IncomeRealty Income (O)
      		0.77%0.9%
      IntelIntel (INTC)
      		1.82%0.88%
      Invesco Preferred ETFInvesco Preferred ETF (PGX)
      		0.79%0.85%
      Horizon TechnologyHorizon Technology (HRZN)
      		0.77%0.73%
      Warner Bros DiscoveryWarner Bros Discovery (WBD)
      		0.83%0.61%
      Star BulkStar Bulk (SBLK)
      		0.58%0.54%
      WalgreensWalgreens (WBA)
      		0.58%0.41%
      Ellington FinancialEllington Financial (EFC)
      		0.39%0.4%

      Cash Exposure Over Time

      Cash Exposure % Over Time