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MissMoneyCash
🇬🇧 Financial Services and Consumable Goods Investor.
1 copier.

Cash Allocation

Range

Highest Cash
January 25, 2025
Lowest Cash
June 29, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
68 instruments
April 27, 2023
Least Diversified
0 instruments
February 2, 2025
Average
51 instruments

Most Consistent Holdings

Top 5

avatarMSFT
99.87%
avatarIBM
99.87%
avatarINTC
99.87%
avatarNKE
99.87%
avatarHOG
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 29, 2023
Lowest Exposure
January 25, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
18.34%
ETFs
17.99%
Utilities
10.99%
Consumer Non Durables
8.86%
Electronic Technology
6.22%

Top Countries

Top 5

🇺🇸United States
56.24%
🇮🇱Israel
5.25%
🇨🇦Canada
1.99%
🇪🇸Spain
1.75%
🇰🇷South Korea
1.45%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
ZIMZIM (ZIM)
5.25%0%99.87%2/1/2025
SL GreenSL Green (SLG)
4.05%0%85.79%2/1/2025
Realty IncomeRealty Income (O)
2.96%0%99.87%2/1/2025
NikeNike (NKE)
2.61%0%99.87%2/1/2025
Domino'sDomino's (DPZ)
2.6%0%99.87%2/1/2025
American WaterAmerican Water (AWK)
2.52%0%82.2%2/1/2025
3M3M (MMM)
2.51%0%92.83%2/1/2025
Goldman SachsGoldman Sachs (GS)
2.38%0%80.48%2/1/2025
Kraft HeinzKraft Heinz (KHC)
2.36%0%99.87%2/1/2025
PepsiCoPepsiCo (PEP)
2.28%0%80.48%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
2.17%0%99.87%2/1/2025
Papa John'sPapa John's (PZZA)
2.09%0%82.34%2/1/2025
Shiba (in millions)Shiba (in millions) (SHIBxM)
2.02%0%99.87%2/1/2025
BitcoinBitcoin (BTC)
2%0%99.87%2/1/2025
AlgonquinAlgonquin (AQN)
1.99%0%96.68%1/8/2025
MicrosoftMicrosoft (MSFT)
1.83%0%99.87%2/1/2025
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
1.82%0%99.87%2/1/2025
ConEdConEd (ED)
1.76%0%82.34%2/1/2025
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
1.67%0%99.87%2/1/2025
Main Street CapitalMain Street Capital (MAIN)
1.63%0%99.87%2/1/2025
Digital RealtyDigital Realty (DLR)
1.62%0%99.87%2/1/2025
HersheyHershey (HSY)
1.61%0%69.19%2/1/2025
Dominion EnergyDominion Energy (D)
1.57%0%99.87%2/1/2025
IntelIntel (INTC)
1.57%0%99.87%2/1/2025
QualcommQualcomm (QCOM)
1.54%0%99.87%2/1/2025
IBMIBM (IBM)
1.53%0%99.87%2/1/2025
EnceEnce (ENC.MC)
1.5%0%99.87%2/1/2025
SamsungSamsung (SMSN.L)
1.45%0%99.87%2/1/2025
Harley-DavidsonHarley-Davidson (HOG)
1.44%0%99.87%2/1/2025
ARMOUR Residential REITARMOUR Residential REIT (ARR)
1.33%0%99.87%2/1/2025
STAGSTAG (STAG)
1.33%0%99.87%2/1/2025
RenaultRenault (RNO.PA)
1.28%0%57.1%3/14/2024
Sibanye StillwaterSibanye Stillwater (SBSW)
1.25%0%80.21%9/5/2024
ADPADP (ADP)
1.24%0%90.97%2/1/2025
SyscoSysco (SYY)
1.2%0%86.59%2/1/2025
Stanley Black & DeckerStanley Black & Decker (SWK)
1.19%0%90.97%2/1/2025
NXPNXP (NXPI)
1.18%0%79.68%2/1/2025
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
1.14%0%90.31%11/21/2024
Clearway EnergyClearway Energy (CWEN)
1.02%0%99.87%2/1/2025
AGNCAGNC (AGNC)
1%0%81.67%9/16/2024
AvangridAvangrid (AGR.US)
1%0%94.95%12/26/2024
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
0.95%0%75.7%8/2/2024
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.94%0%73.44%7/16/2024
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
0.94%0%76.1%8/5/2024
iShares Core Total USD Bond Market ETFiShares Core Total USD Bond Market ETF (IUSB)
0.93%0%72.91%7/12/2024
iShares iBonds Dec 2025 Term Treasury ETFiShares iBonds Dec 2025 Term Treasury ETF (IBTF)
0.92%0%80.35%2/1/2025
Duke EnergyDuke Energy (DUK)
0.88%0%66.14%5/21/2024
VerizonVerizon (VZ)
0.87%0%37.18%1/23/2024
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.86%0%45.02%12/13/2023
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.83%0%64.54%5/9/2024
iShares J.P. Morgan USD Emerging Markets Bond ETFiShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
0.78%0%60.56%4/9/2024
SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
0.7%0%50.86%1/26/2024
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
0.69%0%50.86%1/26/2024
EPREPR (EPR)
0.69%0%50.6%1/24/2024
Agree RealtyAgree Realty (ADC)
0.64%0%56.97%7/18/2024
LTC PropertiesLTC Properties (LTC.US)
0.58%0%45.82%4/30/2024
EthereumEthereum (ETH)
0.47%0%48.74%1/10/2024
VanEck Vectors Gold Miners ETFVanEck Vectors Gold Miners ETF (GDX)
0.42%0%15.94%5/4/2023
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.34%0%25.37%7/14/2023
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
0.3%0%18.59%5/24/2023
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.3%0%21.25%6/13/2023
Invesco QQQInvesco QQQ (QQQ)
0.28%0%18.59%5/24/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.28%0%18.59%5/24/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.27%0%18.59%5/24/2023
DIADIA (DIA.MC)
0.25%0%15.01%4/27/2023
GEGE (GE)
0.24%0%15.54%5/1/2023
EvergyEvergy (EVRG)
0.23%0%15.54%5/1/2023
SonySony (SONY)
0.22%0%14.21%4/21/2023
First Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
0.16%0%12.35%6/13/2023
Arbor RealtyArbor Realty (ABR)
0.14%0%10.09%6/2/2023
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
0.13%0%9.03%5/16/2023
iShares US Technology ETFiShares US Technology ETF (IYW)
0.11%0%7.44%4/28/2023
LumenLumen (LUMN)
0.09%0%18.73%5/25/2023
GE HealthCareGE HealthCare (GEHC)
0.07%0%15.14%5/1/2023
AvalancheAvalanche (AVAX)
0.06%0%18.99%5/27/2023
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
0.05%0%3.19%3/21/2023
SolventumSolventum (SOLV)
0.02%0%3.05%4/25/2024
EmersonEmerson (EMR)
0.01%0%0.93%5/3/2023
NVIDIANVIDIA (NVDA)
0.01%0%0.53%2/1/2025
Rio TintoRio Tinto (RIO)
0.01%0%0.66%1/6/2023
NextEraNextEra (NEE)
0.01%0%0.66%5/1/2023
Terra 2.0Terra 2.0 (LUNA2)
0%0%0.13%4/12/2023
Terra ClassicTerra Classic (LUNC)
0%0%0%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      ZIMZIM (ZIM)
      		5.78%8.87%
      SL GreenSL Green (SLG)
      		2.31%5.92%
      NikeNike (NKE)
      		5.78%4.21%
      American WaterAmerican Water (AWK)
      		4.63%3.98%
      Realty IncomeRealty Income (O)
      		4.63%3.73%
      PepsiCoPepsiCo (PEP)
      		4.63%3.66%
      Goldman SachsGoldman Sachs (GS)
      		2.31%3.64%
      BitcoinBitcoin (BTC)
      		1.16%3.38%
      3M3M (MMM)
      		2.31%2.8%
      Papa John'sPapa John's (PZZA)
      		4.63%2.78%
      Kraft HeinzKraft Heinz (KHC)
      		3.47%2.71%
      HersheyHershey (HSY)
      		3.47%2.67%
      Domino'sDomino's (DPZ)
      		2.31%2.59%
      Shiba (in millions)Shiba (in millions) (SHIBxM)
      		1.16%2.14%
      ConEdConEd (ED)
      		2.31%1.95%
      Digital RealtyDigital Realty (DLR)
      		1.16%1.83%
      Main Street CapitalMain Street Capital (MAIN)
      		1.16%1.81%
      MicrosoftMicrosoft (MSFT)
      		1.16%1.8%
      IntelIntel (INTC)
      		2.31%1.72%
      IBMIBM (IBM)
      		1.16%1.72%
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		2.31%1.62%
      Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
      		2.31%1.51%
      QualcommQualcomm (QCOM)
      		1.16%1.41%
      ADPADP (ADP)
      		1.16%1.39%
      AlgonquinAlgonquin (AQN)
      		2.31%1.37%
      EnceEnce (ENC.MC)
      		1.16%1.26%
      NXPNXP (NXPI)
      		1.16%1.21%
      SyscoSysco (SYY)
      		1.16%1.1%
      STAGSTAG (STAG)
      		1.16%1.06%
      Harley-DavidsonHarley-Davidson (HOG)
      		1.16%1.03%
      iShares iBonds Dec 2025 Term Treasury ETFiShares iBonds Dec 2025 Term Treasury ETF (IBTF)
      		1.16%1.02%
      Stanley Black & DeckerStanley Black & Decker (SWK)
      		1.16%1.01%
      iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
      		1.16%0.93%
      SamsungSamsung (SMSN.L)
      		1.16%0.87%
      Clearway EnergyClearway Energy (CWEN)
      		1.16%0.83%
      ARMOUR Residential REITARMOUR Residential REIT (ARR)
      		1.16%0.82%
      Dominion EnergyDominion Energy (D)
      		1.16%0.8%

      Cash Exposure Over Time

      Cash Exposure % Over Time