MRCAT8709 avatar

MRCAT8709
🇬🇧 Investor.

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
November 15, 2024
Lowest Cash
April 12, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
32 instruments
January 31, 2023
Least Diversified
0 instruments
November 15, 2024
Average
22.4 instruments

Most Consistent Holdings

Top 5

avatarGAW.L
96.94%
avatarNWG.L
82.5%
avatarAAPL
82.37%
avatarGOOG
82.37%
avatarMSFT
82.37%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 12, 2023
Lowest Exposure
November 15, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
22.18%
Finance
20.96%
Consumer Durables
15.24%
Technology Services
7.16%
Consumer Non Durables
7.12%

Top Countries

Top 5

🇺🇸United States
35.74%
🇬🇧United Kingdom
33.09%
🇮🇱Israel
1.43%
🇩🇪Germany
1.22%
🇨🇦Canada
0.05%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
17.16%0%82.37%11/14/2024
Games WorkshopGames Workshop (GAW.L)
15.15%95.24%96.94%-
Bank of AmericaBank of America (BAC)
10.47%0%82.37%11/14/2024
AppleApple (AAPL)
4.94%0%82.37%11/14/2024
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
4.14%0%41.62%2/2/2024
MicrosoftMicrosoft (MSFT)
3.24%0%82.37%11/14/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.05%0%82.37%11/14/2024
AlphabetAlphabet (GOOG)
2.78%0%82.37%11/14/2024
BarclaysBarclays (BARC.L)
2.17%0%82.37%11/14/2024
NatWestNatWest (NWG.L)
2.06%0%82.5%12/4/2024
Waste ManagementWaste Management (WM)
2.03%0%82.37%11/14/2024
National GridNational Grid (NG.L)
1.97%0%82.37%11/14/2024
Lloyd'sLloyd's (LLOY.L)
1.95%0%82.37%11/14/2024
Energy TransferEnergy Transfer (ET)
1.75%0%62.67%6/5/2024
GreggsGreggs (GRG.L)
1.67%0%82.37%11/14/2024
DiageoDiageo (DGE.L)
1.62%0%82.37%11/14/2024
NextNext (NXT.L)
1.62%0%78.95%11/14/2024
IntelIntel (INTC)
1.56%0%55.32%4/5/2024
PayPalPayPal (PYPL)
1.52%0%82.37%11/14/2024
Pets at HomePets at Home (PETS.L)
1.46%0%82.37%11/14/2024
ZIMZIM (ZIM)
1.43%0%82.37%11/14/2024
AMCAMC (AMC)
1.31%0%25.09%12/6/2024
HSBCHSBC (HSBA.L)
1.25%0%45.78%11/14/2024
AdidasAdidas (ADS.DE)
1.22%0%82.37%11/14/2024
Pool Corp.Pool Corp. (POOL)
1.16%0%47.74%2/2/2024
DeliverooDeliveroo (ROO.L)
1.14%0%52.39%11/14/2024
AltriaAltria (MO)
0.88%0%82.37%11/14/2024
NikeNike (NKE)
0.78%0%82.37%11/14/2024
British American TobaccoBritish American Tobacco (BTI)
0.76%0%82.37%11/14/2024
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.6%0%6.12%2/21/2023
GBP/USDGBP/USD (GBPUSD)
0.52%0%14.32%10/15/2024
KingfisherKingfisher (KGF.L)
0.27%0%27.05%9/13/2023
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.25%0%8.08%3/9/2023
Philip MorrisPhilip Morris (PM)
0.18%0%18.24%11/14/2024
TeslaTesla (TSLA)
0.08%0%2.2%3/14/2024
TilrayTilray (TLRY)
0.05%0%6.49%2/24/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.02%0%3.06%2/24/2023
Skyline ChampionSkyline Champion (SKY)
0.01%0%1.47%1/13/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Games WorkshopGames Workshop (GAW.L)
52.27%51.23%

Cash Exposure Over Time

Cash Exposure % Over Time