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MaxDividend
🇬🇧 Income Financial Services Investor.
226 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 2, 2023
Lowest Cash
January 26, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
50 instruments
June 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
45.1 instruments

Most Consistent Holdings

Top 5

avatarCVX
99.9%
avatarIBM
99.9%
avatarT
99.9%
avatarVZ
99.9%
avatarXOM
99.9%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 26, 2024
Lowest Exposure
March 2, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
32.64%
Energy Minerals
15.07%
Consumer Non Durables
9.13%
Communications
8.47%
ETFs
7.63%

Top Countries

Top 5

🇺🇸United States
82.91%
🇨🇦Canada
4.79%
🇬🇧United Kingdom
3.52%
🇳🇱Netherlands
0.59%
🇩🇰Denmark
0.01%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
8.58%7.81%99.9%-
ExxonMobilExxonMobil (XOM)
8.07%5.53%99.9%-
AbbVieAbbVie (ABBV)
7.32%6.44%99.9%-
ChevronChevron (CVX)
7%4.52%99.9%-
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
5.2%4.04%99.9%-
AT&TAT&T (T)
4.97%5.47%99.9%-
IBMIBM (IBM)
4.95%3.86%99.9%-
Main Street CapitalMain Street Capital (MAIN)
4.93%7.14%99.9%-
EnbridgeEnbridge (ENB)
3.82%3.53%99.9%-
VerizonVerizon (VZ)
3.49%3.29%99.9%-
AltriaAltria (MO)
3.44%3.94%99.9%-
British American TobaccoBritish American Tobacco (BTI)
2.95%4.06%99.9%-
Ares CapitalAres Capital (ARCC)
2.59%1.98%99.9%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
2.43%2.79%99.9%-
Starwood Property TrustStarwood Property Trust (STWD)
2.2%2.11%99.9%-
Kinder MorganKinder Morgan (KMI)
1.9%2.16%99.9%-
Omega HealthcareOmega Healthcare (OHI)
1.75%1.91%99.9%-
WP CareyWP Carey (WPC)
1.62%1.83%99.9%-
STAGSTAG (STAG)
1.38%1.11%99.9%-
AGNCAGNC (AGNC)
1.3%1.12%99.9%-
AnnalyAnnaly (NLY)
1.29%0%89.99%6/2/2025
Southern CoSouthern Co (SO)
1.17%1%99.79%-
IntelIntel (INTC)
1.15%0%65.02%10/1/2024
CitiCiti (C)
0.92%1.81%99.9%-
ScotiabankScotiabank (BNS)
0.81%1.74%96.59%-
Coca-ColaCoca-Cola (KO)
0.81%1.14%78.02%-
Kraft HeinzKraft Heinz (KHC)
0.8%0.91%99.9%-
3M3M (MMM)
0.78%1.04%96.7%-
Clearway EnergyClearway Energy (CWEN)
0.75%0.73%90.51%-
Medical Properties TrustMedical Properties Trust (MPW)
0.75%0%77.71%2/3/2025
UPSUPS (UPS)
0.69%0.59%87.62%-
UGIUGI (UGI)
0.66%1.3%80.91%-
NYCBNYCB (FLG)
0.63%0%62.13%9/3/2024
Digital RealtyDigital Realty (DLR)
0.6%0%89.78%8/1/2025
American TowerAmerican Tower (AMT)
0.59%0.71%69.04%-
ASMLASML (ASML)
0.59%1.79%34.88%-
UnileverUnilever (UL.US)
0.57%0.46%99.9%-
PepsiCoPepsiCo (PEP)
0.57%1.01%65.84%-
VisaVisa (V)
0.51%0.87%53.46%-
Waste ManagementWaste Management (WM)
0.49%0.47%84.21%-
AllyAlly (ALLY)
0.45%0%61.82%9/3/2024
Lockheed MartinLockheed Martin (LMT)
0.4%0.41%72.14%-
MastercardMastercard (MA)
0.35%0.85%50.57%-
JPMorganJPMorgan (JPM)
0.35%0.94%37.77%-
WelltowerWelltower (WELL)
0.29%1.29%22.19%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.27%0.69%59.34%-
UnitedHealthUnitedHealth (UNH)
0.25%1.42%28.48%-
Lowe'sLowe's (LOW)
0.22%0.43%47.27%-
WalgreensWalgreens (WBA)
0.21%0%55.73%7/3/2024
Arbor RealtyArbor Realty (ABR)
0.21%0%46.23%12/2/2024
Home DepotHome Depot (HD)
0.21%0.44%43.96%-
Crown CastleCrown Castle (CCI)
0.19%0%45.41%5/23/2025
AlgonquinAlgonquin (AQN)
0.16%0%58.72%8/1/2024
PrologisPrologis (PLD)
0.15%0.31%41.18%-
General DynamicsGeneral Dynamics (GD)
0.13%0.38%33.54%-
Ares Commercial Real EstateAres Commercial Real Estate (ACRE)
0.12%0%30.96%11/1/2024
FedExFedEx (FDX)
0.11%0.29%31.48%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.11%0%74.51%1/2/2025
CostcoCostco (COST)
0.11%0.37%25.39%-
BlackRockBlackRock (BLK)
0.09%1.15%9.91%-
WalmartWalmart (WMT)
0.04%0.37%10.84%-
Novo-NordiskNovo-Nordisk (NVO)
0.01%0.4%3.72%-
SolventumSolventum (SOLV)
0%0%0.1%4/3/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Realty IncomeRealty Income (O)
10.4%7.89%
ExxonMobilExxonMobil (XOM)
3.86%6.75%
AbbVieAbbVie (ABBV)
4.56%6.67%
Main Street CapitalMain Street Capital (MAIN)
5.45%6.54%
ChevronChevron (CVX)
4.16%5.27%
AT&TAT&T (T)
4.95%5.21%
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
5.45%4.94%
IBMIBM (IBM)
2.97%4.23%
EnbridgeEnbridge (ENB)
3.96%3.84%
AltriaAltria (MO)
3.47%3.5%
VerizonVerizon (VZ)
3.96%3.26%
British American TobaccoBritish American Tobacco (BTI)
3.47%2.93%
Kinder MorganKinder Morgan (KMI)
1.98%2.76%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
2.48%2.52%
Starwood Property TrustStarwood Property Trust (STWD)
2.97%2.4%
Ares CapitalAres Capital (ARCC)
2.48%2.4%
WP CareyWP Carey (WPC)
2.48%1.82%
Omega HealthcareOmega Healthcare (OHI)
1.49%1.62%
ASMLASML (ASML)
1.98%1.54%
STAGSTAG (STAG)
1.49%1.26%
AGNCAGNC (AGNC)
1.49%1.23%
CitiCiti (C)
0.99%1.21%
AnnalyAnnaly (NLY)
1.49%1.11%
Southern CoSouthern Co (SO)
0.99%1.11%
UPSUPS (UPS)
1.49%1.08%
3M3M (MMM)
0.99%1.07%
VisaVisa (V)
0.99%0.99%
UGIUGI (UGI)
0.99%0.95%
JPMorganJPMorgan (JPM)
0.99%0.95%
ScotiabankScotiabank (BNS)
0.99%0.93%
Coca-ColaCoca-Cola (KO)
0.99%0.92%
Clearway EnergyClearway Energy (CWEN)
0.99%0.82%
American TowerAmerican Tower (AMT)
0.99%0.82%
Medical Properties TrustMedical Properties Trust (MPW)
1.98%0.79%
PepsiCoPepsiCo (PEP)
0.99%0.79%
Kraft HeinzKraft Heinz (KHC)
0.99%0.75%
UnitedHealthUnitedHealth (UNH)
0.99%0.75%
Digital RealtyDigital Realty (DLR)
0.5%0.73%
Waste ManagementWaste Management (WM)
0.5%0.53%
Lockheed MartinLockheed Martin (LMT)
0.5%0.53%
MastercardMastercard (MA)
0.5%0.52%
UnileverUnilever (UL.US)
0.5%0.51%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.5%0.51%
Home DepotHome Depot (HD)
0.5%0.5%
Lowe'sLowe's (LOW)
0.5%0.49%
FedExFedEx (FDX)
0.5%0.45%
General DynamicsGeneral Dynamics (GD)
0.5%0.38%
PrologisPrologis (PLD)
0.5%0.36%
Crown CastleCrown Castle (CCI)
0.5%0.35%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.3%0.12%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments