Smithmr88 avatar

Smithmr88
🇬🇧 Financial Services, ETF, and Entertainment Investor.
2 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
April 4, 2024
Lowest Cash
September 11, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
56 instruments
January 22, 2022
Least Diversified
0 instruments
February 2, 2025
Average
30.8 instruments

Most Consistent Holdings

Top 5

avatarC
99.72%
avatarOHI
99.72%
avatarJPM
99.65%
avatarXLV
99.65%
avatarXLP
99.65%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 11, 2023
Lowest Exposure
April 4, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
32.16%
ETFs
14.44%
Consumer Services
10.89%
Industrial Services
8.81%
Utilities
7.31%

Top Countries

Top 5

🇺🇸United States
50.17%
🇬🇧United Kingdom
22.23%
🇨🇦Canada
1.15%
🇰🇾Cayman Islands
0.54%
🇩🇪Germany
0.49%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
McDonald'sMcDonald's (MCD)
10.64%23.77%51.59%-
Omega HealthcareOmega Healthcare (OHI)
5.38%7.18%99.72%-
City of LondonCity of London (CTY.L)
5.09%8.27%78.56%-
CitiCiti (C)
5%9.87%99.72%-
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
4.79%5.58%98.09%-
SSESSE (SSE.L)
4.62%7.36%80.4%-
ONEOKONEOK (OKE)
4.52%4.11%97.31%-
Enterprise ProductsEnterprise Products (EPD)
4.29%4.5%99.43%-
BarclaysBarclays (BARC.L)
3.81%7.75%92.85%-
JPMorganJPMorgan (JPM)
3.39%5.15%99.65%-
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
3.05%3.94%92.64%-
Essential UtilitiesEssential Utilities (WTRG)
2.51%0%52.16%2/26/2024
Legal & GeneralLegal & General (LGEN.L)
2.16%0%66.6%8/30/2024
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
2.12%1.99%99.65%-
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
2.04%2.5%99.5%-
BlackRockBlackRock (BLK)
1.95%0%48.97%2/1/2024
3M3M (MMM)
1.76%0%64.83%8/5/2024
VerizonVerizon (VZ)
1.74%0%66.6%8/30/2024
PepsiCoPepsiCo (PEP)
1.61%2.51%62.63%-
Direct Line GroupDirect Line Group (DLG.L)
1.42%0%38.29%8/8/2023
IG GroupIG Group (IGG.L)
1.39%0%64.61%8/30/2024
SchrodersSchroders (SDR.L)
1.3%0%37.58%2/26/2024
Bausch HealthBausch Health (BHC)
1.15%0%65.11%8/30/2024
PersimmonPersimmon (PSN.L)
1.14%0%66.6%8/30/2024
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
1.09%1.11%99.65%-
RaytheonRaytheon (RTX)
1.05%0%41.76%9/11/2023
BitcoinBitcoin (BTC)
0.68%0%9.7%8/26/2022
easyJeteasyJet (EZJ.L)
0.63%0%66.6%8/30/2024
AmazonAmazon (AMZN)
0.55%0%66.6%8/30/2024
AbbottAbbott (ABT)
0.54%0%66.6%8/30/2024
GLPIGLPI (GLPI)
0.54%0%27.6%3/22/2023
StoneCoStoneCo (STNE)
0.54%0%52.87%2/16/2024
AshmoreAshmore (ASHM.L)
0.53%0%29.02%3/10/2023
VolkswagenVolkswagen (VOW3.DE)
0.49%0%52.87%2/16/2024
Gilead SciencesGilead Sciences (GILD)
0.46%0%43.24%10/2/2023
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.43%0%59.24%8/30/2024
Surface Oncology IncSurface Oncology Inc (SURF)
0.4%0%41.9%9/13/2023
AsensusAsensus (ASXC)
0.39%0%61.36%8/25/2024
Coca-ColaCoca-Cola (KO)
0.38%0%18.26%9/27/2022
HologicHologic (HOLX)
0.36%0%37.58%8/1/2023
IntelIntel (INTC)
0.35%0%66.6%8/30/2024
Co-DiagnosticsCo-Diagnostics (CODX)
0.34%0%66.6%8/30/2024
PfizerPfizer (PFE)
0.31%0%24.98%2/16/2024
DexComDexCom (DXCM)
0.31%0%7.43%5/9/2022
Invesco QQQInvesco QQQ (QQQ)
0.27%0%31.78%4/20/2023
Kartoon StudiosKartoon Studios (TOON)
0.22%0%66.6%8/30/2024
HoneywellHoneywell (HON)
0.2%0%5.38%5/12/2022
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0.2%0%4.6%3/7/2022
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.17%0%6.86%1/5/2023
SURF Merger with CHRS CVRSURF Merger with CHRS CVR (SURF.CVR)
0.16%0%0.57%9/21/2023
VertexVertex (VRTX)
0.16%0%8.28%4/28/2022
Lockheed MartinLockheed Martin (LMT)
0.15%0%5.24%3/16/2022
WEC EnergyWEC Energy (WEC)
0.12%0%8.35%6/14/2022
MerckMerck (MRK)
0.11%0%11.75%6/16/2022
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.11%0%7.36%4/22/2022
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.09%0%3.33%7/19/2023
AbbVieAbbVie (ABBV)
0.09%0%7.22%4/13/2022
BHPBHP (BHP)
0.08%0%5.45%4/21/2022
iShares Core 10+ Year USD Bond ETFiShares Core 10+ Year USD Bond ETF (ILTB)
0.07%0%4.74%3/9/2022
AlibabaAlibaba (9988.HK)
0.07%0%17.48%9/13/2022
VistraVistra (VST)
0.07%0%3.82%2/23/2022
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.06%0%5.24%3/16/2022
ProShares UltraPro Short S&P 500ProShares UltraPro Short S&P 500 (SPXU)
0.06%0%2.26%4/23/2024
PhoenixPhoenix (PHNX.L)
0.06%0%1.84%1/26/2022
CentaminCentamin (CEY.L)
0.05%0%2.05%4/20/2022
BNY MellonBNY Mellon (BK)
0.05%0%1.34%1/19/2022
iShares Russell 2000 Value ETFiShares Russell 2000 Value ETF (IWN)
0.05%0%1.7%1/24/2022
VisaVisa (V)
0.05%0%3.75%2/22/2022
MastercardMastercard (MA)
0.04%0%3.4%2/17/2022
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
0.04%0%4.74%3/9/2022
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.04%0%1.77%5/26/2023
PalantirPalantir (PLTR)
0.04%0%4.67%3/8/2022
DisneyDisney (DIS)
0.03%0%1.63%4/1/2022
ProShares UltraPro S&P 500ProShares UltraPro S&P 500 (UPRO)
0.03%0%2.19%6/28/2022
DiageoDiageo (DGE.L)
0.02%0%1.2%12/1/2022
EmersonEmerson (EMR)
0.02%0%1.7%1/24/2022
iShares Russell 2000 Growth ETFiShares Russell 2000 Growth ETF (IWO)
0.02%0%0.71%1/10/2022
SolventumSolventum (SOLV)
0.02%0%10.54%8/30/2024
TeladocTeladoc (TDOC)
0.02%0%4.74%3/9/2022
NVIDIANVIDIA (NVDA)
0.01%0%0.71%1/10/2022
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.01%0%0.71%1/10/2022
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.01%0%0.28%4/25/2022
MarvellMarvell (MRVL)
0.01%0%0.5%2/3/2022
InmodeInmode (INMD)
0%0%0.42%2/2/2022
Silver (Non Expiry)Silver (Non Expiry) (SILVER)
0%0%0.07%1/19/2023
GBP/NZDGBP/NZD (GBPNZD)
0%0%0.14%3/3/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
McDonald'sMcDonald's (MCD)
29.69%26.26%
City of LondonCity of London (CTY.L)
8.91%8.15%
CitiCiti (C)
6.65%7.49%
Omega HealthcareOmega Healthcare (OHI)
7.13%7.42%
ONEOKONEOK (OKE)
5.01%6.88%
SSESSE (SSE.L)
8.31%6.66%
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
5.94%5.95%
BarclaysBarclays (BARC.L)
3.56%5.35%
Enterprise ProductsEnterprise Products (EPD)
4.75%5.3%
JPMorganJPMorgan (JPM)
3.56%4.69%
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
3.56%4.21%
PepsiCoPepsiCo (PEP)
4.16%3.07%
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
2.38%2.61%
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
2.38%2.39%
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
1.19%1.19%
SURF Merger with CHRS CVRSURF Merger with CHRS CVR (SURF.CVR)
0%0%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments