Sir_H_Pennywise avatar

Sir_H_Pennywise
🇮🇹 Value Financial Services and Software Investor.
159 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 17, 2023
Lowest Cash
September 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
39 instruments
September 3, 2025
Least Diversified
0 instruments
March 17, 2023
Average
25.8 instruments

Most Consistent Holdings

Top 5

avatarCOP
99.44%
avatarUBER
90.84%
avatarCRM
82.46%
avatarGOOG
81.23%
avatarTMUS
79.44%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 2, 2023
Lowest Exposure
March 17, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
18.55%
Energy Minerals
17.23%
Producer Manufacturing
9.56%
Consumer Durables
6.16%
Finance
6.02%

Top Countries

Top 5

🇺🇸United States
83.59%
🇨🇦Canada
1.71%
🇰🇾Cayman Islands
1.09%
🇮🇱Israel
0.57%
🇱🇺Luxembourg
0.45%

Holdings over time

(Since March 17, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SupermicroSupermicro (SMCI)
3.87%0%42.01%8/29/2024
AlphabetAlphabet (GOOG)
3.8%4.49%81.23%-
M/I HomesM/I Homes (MHO)
3.78%0%74.86%2/4/2025
AppLovinAppLovin (APP)
3.7%5.07%73.07%-
TerexTerex (TEX)
3.33%0%70.06%12/18/2024
UberUber (UBER)
3.23%2.97%90.84%-
AxcelisAxcelis (ACLS)
3.03%0%77.54%3/19/2025
Alpha MetallurgicalAlpha Metallurgical (AMR)
2.93%0%60.22%9/16/2024
ConocoPhillipsConocoPhillips (COP)
2.79%0.71%99.44%-
MetaMeta (META)
2.39%0%40.45%8/20/2024
Abercrombie & FitchAbercrombie & Fitch (ANF)
2.39%0%60.89%4/4/2025
TwilioTwilio (TWLO)
2.34%3.02%64.02%-
ExxonMobilExxonMobil (XOM)
2.25%0%73.97%2/3/2025
T-MobileT-Mobile (TMUS)
2.24%2.23%79.44%-
Royal CaribbeanRoyal Caribbean (RCL)
2.03%0%53.3%7/8/2025
Arch ResourcesArch Resources (ARCH)
1.99%0%56.87%8/26/2024
Brinker Intl.Brinker Intl. (EAT)
1.92%3%55.87%-
Marathon PetroleumMarathon Petroleum (MPC)
1.91%0%53.07%7/29/2024
HF SinclairHF Sinclair (DINO)
1.88%0%55.31%8/6/2024
ModineModine (MOD)
1.87%0%45.25%2/14/2025
SalesforceSalesforce (CRM)
1.87%0%82.46%6/30/2025
ValeroValero (VLO)
1.77%0%52.74%7/15/2024
OktaOkta (OKTA)
1.67%1.66%62.91%-
SkyWestSkyWest (SKYW)
1.6%2.79%50.95%-
SterlingSterling (STRL.US)
1.45%4.95%37.54%-
Powell IndustriesPowell Industries (POWL)
1.33%3.19%36.65%-
PepsiCoPepsiCo (PEP)
1.31%0%60.78%7/17/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.31%2.06%47.71%-
SuncorSuncor (SU)
1.25%0%22.01%10/23/2023
ArganArgan (AGX)
1.22%4.16%34.3%-
SproutsSprouts (SFM)
1.21%2.34%49.39%-
GMGM (GM)
1.12%0%49.83%7/24/2025
CredoCredo (CRDO)
1.09%6.84%23.8%-
AllstateAllstate (ALL)
1.01%2.88%27.26%-
ComcastComcast (CMCSA)
1%0%43.69%1/2/2025
SynchronySynchrony (SYF)
0.94%2.07%37.54%-
Zeta GlobalZeta Global (ZETA)
0.91%2.8%42.12%-
NucorNucor (NUE)
0.81%0%13.52%7/24/2023
Q2Q2 (QTWO)
0.78%1.62%30.73%-
Cardinal HealthCardinal Health (CAH)
0.73%0%37.43%2/3/2025
PayPalPayPal (PYPL)
0.72%2.08%25.7%-
LendingClubLendingClub (LC)
0.7%2.35%29.05%-
Blue BirdBlue Bird (BLBD)
0.68%0%36.65%5/27/2025
Wells FargoWells Fargo (WFC)
0.66%2.75%20.67%-
Green BrickGreen Brick (GRBK)
0.58%1.12%37.54%-
IturanIturan (ITRN)
0.57%2.04%19.89%-
CarnivalCarnival (CCL)
0.56%0%21.01%5/12/2025
ManulifeManulife (MFC)
0.46%0.93%34.3%-
ChevronChevron (CVX)
0.46%0%6.15%5/15/2023
CAAPCAAP (CAAP)
0.45%2.07%18.88%-
ArcutisArcutis (ARQT)
0.44%2.22%17.99%-
Livent CorpLivent Corp (LTHM)
0.43%0%6.37%6/1/2023
GigaCloudGigaCloud (GCT)
0.41%0%16.76%9/17/2024
RGARGA (RGA)
0.38%0.46%44.25%-
AmphastarAmphastar (AMPH)
0.37%0%18.55%3/19/2025
EZCORPEZCORP (EZPW)
0.35%1.93%17.09%-
CoupangCoupang (CPNG)
0.34%2.37%12.51%-
Pilgrim's PridePilgrim's Pride (PPC)
0.3%1.17%18.88%-
Heritage InsuranceHeritage Insurance (HRTG)
0.21%2.4%8.83%-
StrideStride (LRN)
0.18%2.47%7.37%-
ASMLASML (ASML)
0.11%2.33%4.58%-
UnitedHealthUnitedHealth (UNH)
0.1%2.17%4.69%-
Kinross GoldKinross Gold (KGC)
0%2.13%0.22%-
CommScopeCommScope (COMM)
0%2.07%0.22%-
DXPDXP (DXPE)
0%2%0.22%-
Willdan GroupWilldan Group (WLDN)
0%1.94%0.22%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
TwilioTwilio (TWLO)
3.86%5.61%
AppLovinAppLovin (APP)
0.74%5.32%
Royal CaribbeanRoyal Caribbean (RCL)
3.86%4.95%
Powell IndustriesPowell Industries (POWL)
5.52%4.23%
SkyWestSkyWest (SKYW)
3.87%4.11%
Abercrombie & FitchAbercrombie & Fitch (ANF)
3.3%3.96%
AlphabetAlphabet (GOOG)
3.56%3.82%
Q2Q2 (QTWO)
4.6%3.81%
ModineModine (MOD)
3.31%3.71%
T-MobileT-Mobile (TMUS)
3.4%3.51%
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.72%3.36%
CarnivalCarnival (CCL)
3.22%3.24%
SynchronySynchrony (SYF)
2.76%3.22%
Brinker Intl.Brinker Intl. (EAT)
1.2%3.1%
LendingClubLendingClub (LC)
3.68%2.99%
GMGM (GM)
2.76%2.88%
SterlingSterling (STRL.US)
2.76%2.85%
M/I HomesM/I Homes (MHO)
3.04%2.78%
OktaOkta (OKTA)
2.94%2.63%
AxcelisAxcelis (ACLS)
3.86%2.32%
UberUber (UBER)
2.85%2.24%
Blue BirdBlue Bird (BLBD)
2.85%2.01%
AmphastarAmphastar (AMPH)
2.76%1.9%
Zeta GlobalZeta Global (ZETA)
2.94%1.7%
ManulifeManulife (MFC)
1.84%1.69%
ArganArgan (AGX)
1.84%1.66%
Green BrickGreen Brick (GRBK)
2.76%1.65%
PepsiCoPepsiCo (PEP)
2.03%1.61%
ConocoPhillipsConocoPhillips (COP)
1.56%1.34%
SproutsSprouts (SFM)
0.92%1.32%
Cardinal HealthCardinal Health (CAH)
1.1%1.01%
RGARGA (RGA)
1.01%0.9%
SalesforceSalesforce (CRM)
0.55%0.78%
ComcastComcast (CMCSA)
0.92%0.71%
ExxonMobilExxonMobil (XOM)
0.74%0.63%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments