SteWalmsley avatar

SteWalmsley
🇬🇧 Multi-Strategy ETF and Energy Investor.
5 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
January 2, 2025
Lowest Cash
January 6, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
72 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
36.2 instruments

Most Consistent Holdings

Top 5

avatarBA
99.88%
avatarDIS
99.88%
avatarF
99.88%
avatarBIDU
99.88%
avatarAAL.L
99.88%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 6, 2023
Lowest Exposure
January 2, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
20.21%
Consumer Services
12.51%
Transportation
12.27%
Energy Minerals
12.18%
ETFs
7.51%

Top Countries

Top 5

🇺🇸United States
61.01%
🇬🇧United Kingdom
18.87%
🇨🇳China
3.48%
🇮🇱Israel
1.5%
🇨🇭Switzerland
0.8%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BoeingBoeing (BA)
7.22%18.22%99.88%-
US Natural GasUS Natural Gas (UNG)
6.03%1.52%60.79%-
DisneyDisney (DIS)
5.33%5.29%99.88%-
New Fortress EnergyNew Fortress Energy (NFE)
3.95%0%84.98%4/10/2025
Rolls-RoyceRolls-Royce (RR.L)
3.8%0%67.82%8/1/2024
Anglo AmericanAnglo American (AAL.L)
3.53%3.37%99.88%-
FordFord (F)
3.52%7.55%99.88%-
Lockheed MartinLockheed Martin (LMT)
3.36%0%97.62%4/10/2025
RaytheonRaytheon (RTX)
3.22%0%89.75%2/3/2025
Clean EnergyClean Energy (CLNE)
2.69%0%97.62%4/10/2025
GMGM (GM)
2.57%0%82.36%12/2/2024
ShellShell (SHEL.L)
2.34%3.56%92.25%-
BPBP (BP.L)
2.31%3.29%92.25%-
IAGIAG (IAG.L)
2.04%0%64.48%7/4/2024
Devon EnergyDevon Energy (DVN)
1.97%5.59%68.06%-
BaiduBaidu (BIDU)
1.97%3.89%99.88%-
Alaska AirAlaska Air (ALK)
1.9%0%80.93%11/20/2024
OccidentalOccidental (OXY)
1.81%5.97%68.06%-
Penn NationalPenn National (PENN)
1.75%0%97.62%4/10/2025
SouthwestSouthwest (LUV)
1.67%0%80.93%11/20/2024
American AirlinesAmerican Airlines (AAL)
1.55%0%80.93%11/20/2024
NobleNoble (NE)
1.53%0%46.48%4/10/2025
SolarEdgeSolarEdge (SEDG)
1.5%0%97.62%4/10/2025
United AirlinesUnited Airlines (UAL)
1.44%0%74.49%9/26/2024
ParamountParamount (PARA)
1.38%0%83.43%12/11/2024
APAAPA (APA)
1.37%5.07%53.75%-
EnphaseEnphase (ENPH)
1.31%0%69.37%4/10/2025
AlibabaAlibaba (BABA)
1.27%0%75.09%10/1/2024
BarclaysBarclays (BARC.L)
1.04%0%56.26%4/25/2024
SpiritSpirit (SAVEQ)
1%0%83.43%12/11/2024
DeltaDelta (DAL)
0.99%0%59.59%5/23/2024
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
0.93%0%35.88%8/5/2024
easyJeteasyJet (EZJ.L)
0.86%0%41.48%12/22/2023
On the BeachOn the Beach (OTB.L)
0.84%0%45.29%1/23/2024
MicroSectors US Big Oil Index 3X Leveraged ETNMicroSectors US Big Oil Index 3X Leveraged ETN (NRGU)
0.82%0%22.65%7/29/2024
GlencoreGlencore (GLEN.L)
0.8%0%37.31%7/4/2024
AirbusAirbus (AIR.PA)
0.8%1.52%43.86%-
ModernaModerna (MRNA)
0.67%0%38.97%5/23/2024
ChevronChevron (CVX)
0.66%0%41.95%12/3/2024
Lloyd'sLloyd's (LLOY.L)
0.66%0%43.03%1/4/2024
Royal CaribbeanRoyal Caribbean (RCL)
0.63%2.33%29.32%-
Marathon OilMarathon Oil (MRO)
0.62%0%33.85%10/19/2023
Euro NatGas (Expiring Future)Euro NatGas (Expiring Future) (EuroNatGas.FUT)
0.56%0%16.33%4/17/2024
TripAdvisorTripAdvisor (TRIP)
0.56%0%46.36%2/1/2024
Pioneer Natural Resources CompanyPioneer Natural Resources Company (PXD)
0.54%0%32.78%10/10/2023
IDSIDS (IDS.L)
0.49%0%31.35%9/27/2023
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
0.48%2.21%27.65%-
CoterraCoterra (CTRA)
0.44%0%32.78%10/10/2023
VisaVisa (V)
0.41%0%24.31%7/27/2023
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0.39%0%10.85%2/9/2024
ExxonMobilExxonMobil (XOM)
0.39%0%22.29%12/3/2024
MastercardMastercard (MA)
0.38%0%24.31%7/27/2023
Evraz PLCEvraz PLC (EVR.L)
0.36%0.35%99.88%-
CarnivalCarnival (CCL.L)
0.35%2.2%26.7%-
CaesarsCaesars (CZR)
0.33%0%24.31%7/27/2023
General DynamicsGeneral Dynamics (GD)
0.31%0%19.79%12/13/2023
DiamondbackDiamondback (FANG)
0.27%0%26.7%12/3/2024
AirbnbAirbnb (ABNB)
0.26%0%23.12%7/17/2023
UberUber (UBER)
0.26%0%24.31%7/27/2023
MGMMGM (MGM)
0.26%0%13.83%12/2/2024
NioNio (NIO)
0.23%0%24.2%7/26/2023
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.23%10.81%2.26%-
United States Oil FundUnited States Oil Fund (USO)
0.19%2.93%6.44%-
QualcommQualcomm (QCOM)
0.18%0%11.92%12/11/2023
TUI AGTUI AG (TUI.L)
0.18%0%10.01%3/28/2023
EAEA (EA)
0.16%0%9.65%12/13/2023
NikeNike (NKE)
0.16%0%7.39%12/13/2023
Petra DiamondsPetra Diamonds (PDL.L)
0.12%0%6.44%9/27/2023
Wynn ResortsWynn Resorts (WYNN)
0.09%0%5.01%2/13/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.07%0%6.08%2/22/2023
US Global Jets ETFUS Global Jets ETF (JETS)
0.07%4.28%2.26%-
ASOSASOS (ASC.L)
0.07%0%5.01%2/13/2023
DraftKingsDraftKings (DKNG)
0.06%0%5.96%2/21/2023
SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
0.06%3.03%2.15%-
IndiviorIndivior (INDV.L)
0.05%0%3.58%2/7/2024
AlphabetAlphabet (GOOG)
0.05%0%2.86%1/25/2023
Render TokenRender Token (RENDER)
0.05%0%7.75%12/19/2024
BookingBooking (BKNG)
0.05%0%2.86%1/25/2023
CarnivalCarnival (CCL)
0.05%0%2.74%8/30/2024
MetaMeta (META)
0.04%0%2.86%1/25/2023
Howden JoineryHowden Joinery (HWDN.L)
0.04%0%5.24%2/15/2023
LovesacLovesac (LOVE)
0.04%0%3.1%1/27/2023
RobloxRoblox (RBLX)
0.04%0%2.86%1/25/2023
JetBlueJetBlue (JBLU)
0.03%0%2.86%1/25/2023
UiPathUiPath (PATH)
0.03%0%5.01%2/13/2023
EthereumEthereum (ETH)
0.03%2.17%1.79%-
Wizz AirWizz Air (WIZZ.L)
0.02%0%2.86%1/25/2023
CorsairCorsair (CRSR)
0.02%0%3.1%1/27/2023
Copper (Expiring Future)Copper (Expiring Future) (COPPER.FUT)
0.02%0%0.83%3/8/2023
Las Vegas SandsLas Vegas Sands (LVS)
0.01%0%1.07%1/10/2023
Air France-KLMAir France-KLM (AF.PA)
0.01%0%2.86%1/25/2023
American WellAmerican Well (AMWL)
0.01%0%2.86%1/25/2023
Zynerba Pharmaceuticals IncZynerba Pharmaceuticals Inc (ZYNE)
0.01%0%2.86%1/25/2023
ZEPP HealthZEPP Health (ZEPP)
0.01%0%2.86%1/25/2023
Canopy GrowthCanopy Growth (CGC)
0.01%0%2.86%1/25/2023
MicrosoftMicrosoft (MSFT)
0.01%1.47%0.6%-
ProShares Ultra Bloomberg Natural GasProShares Ultra Bloomberg Natural Gas (BOIL)
0.01%1.58%0.48%-
Plug PowerPlug Power (PLUG)
0.01%0%2.5%12/1/2023
Tencent MusicTencent Music (TME)
0%0%0.24%1/3/2023
ProShares UltraPro Short S&P 500ProShares UltraPro Short S&P 500 (SPXU)
0%0%0.24%2/2/2023
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0%0%0.24%2/2/2023
ProShares UltraPro Short Russell2000ProShares UltraPro Short Russell2000 (SRTY)
0%0%0.24%2/2/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
BoeingBoeing (BA)
10.84%12.58%
New Fortress EnergyNew Fortress Energy (NFE)
10.84%9.57%
FordFord (F)
4.59%4.17%
NobleNoble (NE)
4.17%3.87%
Devon EnergyDevon Energy (DVN)
3.75%3.85%
Clean EnergyClean Energy (CLNE)
4.17%3.38%
APAAPA (APA)
2.92%3.26%
OccidentalOccidental (OXY)
2.92%3.24%
Anglo AmericanAnglo American (AAL.L)
2.33%2.53%
RaytheonRaytheon (RTX)
1.73%2.46%
ShellShell (SHEL.L)
2.09%2.38%
BPBP (BP.L)
2.09%2.36%
Lockheed MartinLockheed Martin (LMT)
1.79%2.22%
BaiduBaidu (BIDU)
2.5%1.92%
DisneyDisney (DIS)
1.67%1.78%
Penn NationalPenn National (PENN)
2.09%1.75%
EnphaseEnphase (ENPH)
2.09%1.51%
SolarEdgeSolarEdge (SEDG)
4.59%0.61%
Evraz PLCEvraz PLC (EVR.L)
1.25%0.32%

Cash Exposure Over Time

Cash Exposure % Over Time