SteWalmsley avatar

SteWalmsley
🇬🇧 Investor.
6 copiers.

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
38.3 instruments

Most Consistent Holdings

Top 5

avatarBA
99.87%
avatarDIS
99.87%
avatarRTX
99.87%
avatarF
99.87%
avatarLMT
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
January 6, 2023
Lowest Exposure
January 2, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
19.62%
Transportation
13.68%
Consumer Services
13.09%
Energy Minerals
10.44%
ETFs
7.88%

Top Countries

Top 5

🇺🇸United States
58.69%
🇬🇧United Kingdom
19.43%
🇨🇳China
3.36%
🇮🇱Israel
1.55%
🇨🇭Switzerland
0.89%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
US Natural GasUS Natural Gas (UNG)
6.7%0%66.93%12/30/2024
BoeingBoeing (BA)
5.83%0%99.87%2/1/2025
DisneyDisney (DIS)
5.43%0%99.87%2/1/2025
Rolls-RoyceRolls-Royce (RR.L)
4.23%0%75.56%8/1/2024
New Fortress EnergyNew Fortress Energy (NFE)
3.76%0%85.79%2/1/2025
RaytheonRaytheon (RTX)
3.58%0%99.87%2/1/2025
Anglo AmericanAnglo American (AAL.L)
3.44%0%99.87%2/1/2025
Lockheed MartinLockheed Martin (LMT)
3.36%0%99.87%2/1/2025
FordFord (F)
3.01%0%99.87%2/1/2025
GMGM (GM)
2.86%0%91.77%12/2/2024
Clean EnergyClean Energy (CLNE)
2.51%0%99.87%2/1/2025
IAGIAG (IAG.L)
2.27%0%71.85%7/4/2024
Alaska AirAlaska Air (ALK)
2.12%0%90.17%11/20/2024
ShellShell (SHEL.L)
2.1%0%91.37%2/1/2025
BPBP (BP.L)
2.07%0%91.37%2/1/2025
SouthwestSouthwest (LUV)
1.86%0%90.17%11/20/2024
American AirlinesAmerican Airlines (AAL)
1.73%0%90.17%11/20/2024
Penn NationalPenn National (PENN)
1.69%0%99.87%2/1/2025
BaiduBaidu (BIDU)
1.67%0%99.87%2/1/2025
United AirlinesUnited Airlines (UAL)
1.61%0%83%9/26/2024
SolarEdgeSolarEdge (SEDG)
1.55%0%99.87%2/1/2025
ParamountParamount (PARA)
1.54%0%92.96%12/11/2024
AlibabaAlibaba (BABA)
1.41%0%83.67%10/1/2024
Devon EnergyDevon Energy (DVN)
1.39%0%64.41%2/1/2025
OccidentalOccidental (OXY)
1.29%0%64.41%2/1/2025
NobleNoble (NE)
1.21%0%42.9%2/1/2025
EnphaseEnphase (ENPH)
1.18%0%68.39%2/1/2025
BarclaysBarclays (BARC.L)
1.16%0%62.68%4/25/2024
SpiritSpirit (SAVEQ)
1.12%0%92.96%12/11/2024
DeltaDelta (DAL)
1.1%0%66.4%5/23/2024
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
1.04%0%39.97%8/5/2024
easyJeteasyJet (EZJ.L)
0.96%0%46.22%12/22/2023
APAAPA (APA)
0.94%0%48.47%2/1/2025
On the BeachOn the Beach (OTB.L)
0.94%0%50.46%1/23/2024
MicroSectors US Big Oil Index 3X Leveraged ETNMicroSectors US Big Oil Index 3X Leveraged ETN (NRGU)
0.91%0%25.23%7/29/2024
GlencoreGlencore (GLEN.L)
0.89%0%41.57%7/4/2024
AirbusAirbus (AIR.PA)
0.87%0%47.94%1/4/2024
ModernaModerna (MRNA)
0.75%0%43.43%5/23/2024
ChevronChevron (CVX)
0.74%0%46.75%12/3/2024
Lloyd'sLloyd's (LLOY.L)
0.74%0%47.94%1/4/2024
Marathon OilMarathon Oil (MRO)
0.69%0%37.72%10/19/2023
Royal CaribbeanRoyal Caribbean (RCL)
0.66%0%30.15%8/30/2024
Euro NatGas (Expiring Future)Euro NatGas (Expiring Future) (EuroNatGas.FUT)
0.63%0%18.19%4/17/2024
TripAdvisorTripAdvisor (TRIP)
0.62%0%51.66%2/1/2024
Pioneer Natural Resources CompanyPioneer Natural Resources Company (PXD)
0.6%0%36.52%10/10/2023
IDSIDS (IDS.L)
0.55%0%34.93%9/27/2023
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
0.53%0%30.15%8/30/2024
CoterraCoterra (CTRA)
0.49%0%36.52%10/10/2023
VisaVisa (V)
0.45%0%27.09%7/27/2023
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0.43%0%12.08%2/9/2024
ExxonMobilExxonMobil (XOM)
0.43%0%24.83%12/3/2024
MastercardMastercard (MA)
0.43%0%27.09%7/27/2023
CaesarsCaesars (CZR)
0.37%0%27.09%7/27/2023
CarnivalCarnival (CCL.L)
0.36%0%27.22%7/28/2023
General DynamicsGeneral Dynamics (GD)
0.35%0%22.05%12/13/2023
Evraz PLCEvraz PLC (EVR.L)
0.34%0%99.87%2/1/2025
DiamondbackDiamondback (FANG)
0.3%0%29.75%12/3/2024
AirbnbAirbnb (ABNB)
0.29%0%25.76%7/17/2023
UberUber (UBER)
0.29%0%27.09%7/27/2023
MGMMGM (MGM)
0.29%0%15.41%12/2/2024
NioNio (NIO)
0.26%0%26.96%7/26/2023
QualcommQualcomm (QCOM)
0.2%0%13.28%12/11/2023
TUI AGTUI AG (TUI.L)
0.2%0%11.16%3/28/2023
EAEA (EA)
0.18%0%10.76%12/13/2023
NikeNike (NKE)
0.18%0%8.23%12/13/2023
United States Oil FundUnited States Oil Fund (USO)
0.14%0%4.78%12/3/2024
Petra DiamondsPetra Diamonds (PDL.L)
0.13%0%7.17%9/27/2023
Wynn ResortsWynn Resorts (WYNN)
0.1%0%5.58%2/13/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.08%0%6.77%2/22/2023
ASOSASOS (ASC.L)
0.07%0%5.58%2/13/2023
DraftKingsDraftKings (DKNG)
0.07%0%6.64%2/21/2023
IndiviorIndivior (INDV.L)
0.06%0%3.98%2/7/2024
AlphabetAlphabet (GOOG)
0.06%0%3.19%1/25/2023
Render TokenRender Token (RENDER)
0.06%0%8.63%12/19/2024
BookingBooking (BKNG)
0.05%0%3.19%1/25/2023
CarnivalCarnival (CCL)
0.05%0%3.05%8/30/2024
MetaMeta (META)
0.05%0%3.19%1/25/2023
Howden JoineryHowden Joinery (HWDN.L)
0.04%0%5.84%2/15/2023
LovesacLovesac (LOVE)
0.04%0%3.45%1/27/2023
RobloxRoblox (RBLX)
0.04%0%3.19%1/25/2023
JetBlueJetBlue (JBLU)
0.04%0%3.19%1/25/2023
UiPathUiPath (PATH)
0.04%0%5.58%2/13/2023
Wizz AirWizz Air (WIZZ.L)
0.02%0%3.19%1/25/2023
CorsairCorsair (CRSR)
0.02%0%3.45%1/27/2023
Copper (Expiring Future)Copper (Expiring Future) (COPPER.FUT)
0.02%0%0.93%3/8/2023
Las Vegas SandsLas Vegas Sands (LVS)
0.02%0%1.2%1/10/2023
Air France-KLMAir France-KLM (AF.PA)
0.01%0%3.19%1/25/2023
American WellAmerican Well (AMWL)
0.01%0%3.19%1/25/2023
Zynerba Pharmaceuticals IncZynerba Pharmaceuticals Inc (ZYNE)
0.01%0%3.19%1/25/2023
ZEPP HealthZEPP Health (ZEPP)
0.01%0%3.19%1/25/2023
Canopy GrowthCanopy Growth (CGC)
0.01%0%3.19%1/25/2023
Plug PowerPlug Power (PLUG)
0.01%0%2.79%12/1/2023
Tencent MusicTencent Music (TME)
0%0%0.27%1/3/2023
ProShares UltraPro Short S&P 500ProShares UltraPro Short S&P 500 (SPXU)
0%0%0.27%2/2/2023
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0%0%0.27%2/2/2023
ProShares UltraPro Short Russell2000ProShares UltraPro Short Russell2000 (SRTY)
0%0%0.27%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