Stewart85 avatar

Stewart85
🇬🇧 Momentum Software Investor.
3 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
October 11, 2022
Lowest Cash
November 15, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
42 instruments
January 3, 2024
Least Diversified
0 instruments
October 11, 2022
Average
25.2 instruments

Most Consistent Holdings

Top 5

avatarO
92.1%
avatarJNJ
90.48%
avatarV
77.43%
avatarARR
74.19%
avatarPFE
73.9%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 15, 2022
Lowest Exposure
October 11, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
31.48%
Consumer Non Durables
16.34%
Health Technology
10.63%
Consumer Durables
8.05%
Health Services
4.9%

Top Countries

Top 5

🇺🇸United States
68.47%
🇬🇧United Kingdom
20.06%
🇩🇪Germany
5.96%
🇨🇦Canada
2.1%
🇦🇺Australia
0.92%

Holdings over time

(Since October 11, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
13.93%1.1%92.1%-
UnitedHealthUnitedHealth (UNH)
4.9%26.72%28.76%-
Mercedes-BenzMercedes-Benz (MBG.DE)
4.83%8.06%53.43%-
VisaVisa (V)
4.58%12.12%77.43%-
BATBAT (BATS.L)
3.93%0%42.48%7/25/2024
MicrosoftMicrosoft (MSFT)
3.34%3.84%70.76%-
Johnson & JohnsonJohnson & Johnson (JNJ)
3.27%0%90.48%8/15/2025
PfizerPfizer (PFE)
3.16%8.18%73.9%-
Coca-ColaCoca-Cola (KO)
3.1%0%59.33%3/31/2025
MastercardMastercard (MA)
2.95%7.11%61.05%-
GSKGSK (GSK.L)
2.16%0%60.57%6/2/2025
Imperial BrandsImperial Brands (IMB.L)
2.15%0%60.29%9/2/2024
JPMorganJPMorgan (JPM)
1.93%3.59%72.38%-
UnileverUnilever (ULVR.L)
1.82%0%48.48%3/28/2025
McDonald'sMcDonald's (MCD)
1.79%0%61.52%3/31/2025
Procter & GambleProcter & Gamble (PG)
1.74%0%39.05%3/28/2025
Rio TintoRio Tinto (RIO.L)
1.73%1.39%58.29%-
PepsiCoPepsiCo (PEP)
1.62%0%41.43%7/17/2025
AbbVieAbbVie (ABBV)
1.48%0%57.81%3/28/2025
National GridNational Grid (NG.L)
1.47%0%39.24%3/28/2025
AppleApple (AAPL)
1.29%0%57.33%4/23/2025
ConocoPhillipsConocoPhillips (COP)
1.13%0%45.33%3/28/2024
Lloyd'sLloyd's (LLOY.L)
1.12%0%34.86%3/21/2024
CNRCNR (CNI)
1.08%3.51%27.33%-
UPSUPS (UPS)
1.05%0.92%58.57%-
ShellShell (SHEL.L)
0.97%0%33.05%10/3/2024
BHPBHP (BHP.L)
0.92%1.59%55.43%-
Home DepotHome Depot (HD)
0.89%0%36.1%7/10/2025
HasbroHasbro (HAS)
0.87%0%28.1%8/22/2023
CVS HealthCVS Health (CVS)
0.83%1.61%58.76%-
BMWBMW (BMW.DE)
0.8%0%43.81%8/19/2025
FordFord (F)
0.71%0%15.14%11/4/2024
NikeNike (NKE)
0.7%0%24.76%6/27/2025
BAE SystemsBAE Systems (BA.L)
0.69%0%33.24%10/31/2024
HSBCHSBC (HSBA.L)
0.68%0%30.38%10/31/2024
SSESSE (SSE.L)
0.63%0%24%10/31/2024
VodafoneVodafone (VOD.L)
0.55%0%61.71%7/4/2025
TescoTesco (TSCO.L)
0.52%0%14.1%10/5/2023
AlphabetAlphabet (GOOGL)
0.51%0%11.71%7/9/2025
ChevronChevron (CVX)
0.5%0%16.19%11/1/2024
EOG ResourcesEOG Resources (EOG)
0.48%0%10%7/18/2023
AbbottAbbott (ABT)
0.48%0%21.9%9/27/2024
CIBCCIBC (CM)
0.46%0%6.76%2/13/2023
Main Street CapitalMain Street Capital (MAIN)
0.44%0%13.14%3/22/2024
Advance Auto PartsAdvance Auto Parts (AAP)
0.44%0%6.57%2/2/2023
DisneyDisney (DIS)
0.42%0%18.1%11/14/2024
Enterprise ProductsEnterprise Products (EPD)
0.41%0%8.76%7/19/2023
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.4%0%5.14%4/24/2023
STAGSTAG (STAG)
0.38%0%5.9%7/5/2023
GMGM (GM)
0.38%0%5.9%2/2/2023
CostcoCostco (COST)
0.35%0%6.95%9/5/2025
Agree RealtyAgree Realty (ADC)
0.35%0%46.76%7/30/2024
Bank of AmericaBank of America (BAC)
0.31%0%10.38%11/15/2023
Herc HoldingsHerc Holdings (HRI)
0.31%0%4.19%1/6/2023
WalmartWalmart (WMT)
0.31%0%2.86%5/10/2023
AGNCAGNC (AGNC)
0.3%0%6.29%7/10/2023
HersheyHershey (HSY)
0.28%0%13.33%5/3/2024
NVIDIANVIDIA (NVDA)
0.28%0%8.86%12/3/2024
CamecoCameco (CCJ)
0.26%0%3.14%1/6/2023
AvivaAviva (AV.L)
0.23%0%20.48%10/6/2023
SouthwestSouthwest (LUV)
0.23%0%9.62%6/16/2023
Medical Properties TrustMedical Properties Trust (MPW)
0.23%0%8.67%6/7/2023
SL GreenSL Green (SLG)
0.21%0%11.62%11/29/2023
ShellShell (SHEL)
0.21%0%3.81%2/11/2025
ColgateColgate (CL)
0.2%4.19%2.76%-
TargetTarget (TGT)
0.2%0%2.57%7/12/2023
BroadcomBroadcom (AVGO)
0.2%0%8%4/25/2025
StarbucksStarbucks (SBUX)
0.2%0%10.86%8/13/2024
AT&TAT&T (T)
0.2%0%6.95%10/10/2023
Capital OneCapital One (COF)
0.18%0%1.52%5/17/2023
WP CareyWP Carey (WPC)
0.18%0%8.1%11/21/2023
DiageoDiageo (DGE.L)
0.18%0%8%2/2/2024
Ares CapitalAres Capital (ARCC)
0.17%0%4%10/9/2023
SonySony (SONY)
0.16%0%7.05%6/6/2024
SunocoSunoco (SUN)
0.16%0%1.33%5/19/2023
LVMHLVMH (MC.PA)
0.16%0%7.05%4/17/2025
Goldman SachsGoldman Sachs (GS)
0.15%0%3.52%6/7/2023
Public StoragePublic Storage (PSA)
0.15%0%2.95%5/5/2023
Hargreaves LansdownHargreaves Lansdown (HL.L)
0.15%0%2.48%3/27/2024
VICI PropertiesVICI Properties (VICI)
0.15%0%5.52%7/11/2024
3M3M (MMM)
0.13%0%5.62%1/8/2024
ToyotaToyota (TM)
0.12%0%2.19%5/5/2023
BPBP (BP.L)
0.12%0%2.57%8/10/2023
Kimberly-ClarkKimberly-Clark (KMB)
0.12%0%4.86%2/2/2024
DeereDeere (DE)
0.12%0%6.38%8/19/2025
Legal & GeneralLegal & General (LGEN.L)
0.12%0%2.19%7/19/2023
American ExpressAmerican Express (AXP)
0.11%0%3.33%4/9/2025
Lowe'sLowe's (LOW)
0.11%0%3.24%5/2/2025
Philip MorrisPhilip Morris (PM)
0.1%0%2.57%9/23/2024
BMOBMO (BMO)
0.1%0%13.52%12/18/2023
KingfisherKingfisher (KGF.L)
0.1%0%2.76%11/9/2023
AltriaAltria (MO)
0.09%0%13.05%3/11/2024
ChubbChubb (CB)
0.09%0%1.24%11/21/2022
MicronMicron (MU)
0.09%0%0.76%11/2/2022
ASMLASML (ASML)
0.09%9.99%0.95%-
LG DisplayLG Display (LPL)
0.09%0%1.33%11/8/2022
Wells FargoWells Fargo (WFC)
0.09%0%1.24%11/25/2022
RBIRBI (QSR)
0.09%0%1.71%9/11/2025
BarclaysBarclays (BARC.L)
0.08%0%2.86%2/20/2024
NexstarNexstar (NXST)
0.08%0%1.81%6/7/2023
Agnico EagleAgnico Eagle (AEM)
0.08%0%1.05%4/20/2023
TruistTruist (TFC)
0.08%0%0.67%10/25/2022
Pioneer Natural Resources CompanyPioneer Natural Resources Company (PXD)
0.08%0%1.43%7/11/2023
IG GroupIG Group (IGG.L)
0.08%0%3.14%1/8/2024
GlacierGlacier (GBCI)
0.08%0%1.81%5/22/2023
PiedmontPiedmont (PDM)
0.07%0%1.24%5/22/2023
Marathon PetroleumMarathon Petroleum (MPC)
0.07%0%0.86%12/12/2022
Energy TransferEnergy Transfer (ET)
0.07%0%1.14%5/9/2023
ExxonMobilExxonMobil (XOM)
0.07%0%4.19%8/19/2025
ALCALC (AL)
0.07%0%2.76%4/12/2023
VolkswagenVolkswagen (VOW3.DE)
0.06%0%0.57%11/7/2024
Arbor RealtyArbor Realty (ABR)
0.06%0%0.67%11/4/2022
Kilroy RealtyKilroy Realty (KRC)
0.06%0%1.52%7/3/2023
VolkswagenVolkswagen (VOW.DE)
0.06%0%2.67%1/11/2024
AmphenolAmphenol (APH)
0.06%0%1.33%9/27/2024
Topgolf CallawayTopgolf Callaway (MODG)
0.06%0%0.29%10/16/2022
E.ONE.ON (EOAN.DE)
0.05%0%2.76%6/5/2024
SynchronySynchrony (SYF)
0.05%0%1.43%3/19/2025
Eli LillyEli Lilly (LLY)
0.05%0%2.67%2/5/2024
UBSUBS (UBSG.ZU)
0.05%0%0.67%11/24/2022
Close BrothersClose Brothers (CBG.L)
0.05%0%0.57%10/24/2022
INGING (INGA.NV)
0.05%0%0.67%11/11/2022
Rio TintoRio Tinto (RIO)
0.05%0%0.76%12/21/2022
Snap-onSnap-on (SNA)
0.05%0%2%8/19/2025
Sainsbury'sSainsbury's (SBRY.L)
0.04%0%0.95%10/21/2024
Starwood Property TrustStarwood Property Trust (STWD)
0.04%0%0.86%11/10/2022
TSMCTSMC (TSM)
0.04%0%0.86%10/3/2024
EPREPR (EPR)
0.04%0%1.43%3/31/2023
DardenDarden (DRI)
0.04%0%2.19%1/31/2024
Apple HospitalityApple Hospitality (APLE)
0.04%0%1.33%3/31/2023
FedExFedEx (FDX)
0.04%0%0.86%2/27/2025
ComcastComcast (CMCSA)
0.04%0%4%1/25/2024
ITVITV (ITV.L)
0.04%0%0.76%12/1/2022
Arthur J. GallagherArthur J. Gallagher (AJG)
0.04%0%0.67%11/18/2022
ICICI BankICICI Bank (IBN)
0.04%0%0.67%11/21/2022
KeyCorpKeyCorp (KEY)
0.04%0%0.29%10/18/2022
CovestroCovestro (1COV.DE)
0.03%0%0.76%12/13/2022
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.03%0%0.38%10/25/2022
ContinentalContinental (CON.DE)
0.03%0%1.71%6/3/2024
VerizonVerizon (VZ)
0.03%0%0.86%10/10/2023
AdmiralAdmiral (ADM.L)
0.03%0%0.38%10/31/2022
CencoraCencora (COR)
0.03%0%0.67%11/17/2022
AdidasAdidas (ADS.DE)
0.03%0%0.1%10/13/2022
GlencoreGlencore (GLEN.L)
0.03%0%1.24%9/14/2023
HessHess (HES)
0.03%0%0.48%11/25/2022
NatWestNatWest (NWG.L)
0.03%0%0.67%3/22/2023
ValeroValero (VLO)
0.03%0%0.57%11/21/2022
OrangeOrange (ORA.PA)
0.03%0%43.14%2/28/2025
FerrariFerrari (RACE)
0.03%5.19%0.38%-
KKRKKR (KKR)
0.03%0%0.38%11/23/2022
Dick'sDick's (DKS)
0.03%0%0.48%12/14/2022
EquinixEquinix (EQIX)
0.03%0%0.48%8/22/2025
Crown CastleCrown Castle (CCI)
0.03%0%0.67%3/15/2023
AXAAXA (CS.PA)
0.03%0%0.67%6/5/2024
AlphabetAlphabet (GOOG)
0.03%0%0.48%10/22/2024
IntelIntel (INTC)
0.02%0%0.29%10/20/2022
Middlesex WaterMiddlesex Water (MSEX)
0.02%0%0.38%4/3/2023
PorschePorsche (PAH3.DE)
0.02%0%0.38%4/21/2023
DeltaDelta (DAL)
0.02%0%0.48%1/18/2023
HalfordsHalfords (HFD.L)
0.02%0%0.38%5/23/2023
SuRo CapitalSuRo Capital (SSSS)
0.02%0%0.48%11/10/2022
General DynamicsGeneral Dynamics (GD)
0.02%0%0.38%11/18/2022
Phillips 66Phillips 66 (PSX)
0.02%0%0.29%11/21/2022
HUGO BOSSHUGO BOSS (BOSS.DE)
0.02%0%0.95%5/17/2024
CNRLCNRL (CNQ)
0.02%0%0.38%9/27/2024
American TowerAmerican Tower (AMT)
0.02%0%0.38%11/23/2022
FrontlineFrontline (FRO)
0.02%0%0.38%4/24/2023
BTBT (BT.L)
0.02%0%0.29%11/7/2022
British American TobaccoBritish American Tobacco (BTI)
0.02%0%0.29%11/14/2022
Scorpio TankersScorpio Tankers (STNG)
0.02%0%0.29%4/24/2023
SimonSimon (SPG)
0.02%0%3.9%11/2/2023
HSBCHSBC (HSBC)
0.02%0%0.19%10/20/2022
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.02%0.02%74.19%-
British LandBritish Land (BLND.L)
0.02%0%0.19%11/28/2022
MerckMerck (MRK)
0.02%0%0.29%8/25/2025
Murphy OilMurphy Oil (MUR)
0.01%0%0.29%11/7/2022
Morgan StanleyMorgan Stanley (MS)
0.01%0%0.76%11/2/2023
First AmericanFirst American (FAF)
0.01%0%0.1%10/27/2022
CaterpillarCaterpillar (CAT)
0.01%0%2.48%1/8/2024
TELUSTELUS (TU)
0.01%0%0.29%4/24/2023
Sirius XMSirius XM (SIRI)
0.01%0%0.38%11/21/2022
ADMADM (ADM)
0.01%0%0.29%6/2/2023
MondelezMondelez (MDLZ)
0.01%0%0.19%11/10/2022
AIGAIG (AIG)
0.01%0%0.19%11/10/2022
MetLifeMetLife (MET)
0.01%0%0.19%11/10/2022
Constellation BrandsConstellation Brands (STZ)
0.01%0%0.19%11/10/2022
PUMAPUMA (PUM.DE)
0.01%0%0.19%5/8/2024
PirelliPirelli (PIRC.MI)
0.01%0%0.67%11/7/2024
RTL GroupRTL Group (RRTL.DE)
0.01%0%0.19%12/1/2022
MichelinMichelin (ML.PA)
0.01%0%0.19%11/8/2024
ClearClear (YOU)
0.01%0%0.19%12/11/2024
PembinaPembina (PBA)
0.01%0%0.29%3/27/2023
Virgin MoneyVirgin Money (VMUK.L)
0.01%0%0.1%10/18/2022
DowDow (DOW)
0.01%0%0.1%10/18/2022
ViatrisViatris (VTRS)
0.01%0%0.1%10/18/2022
Land SecuritiesLand Securities (LAND.L)
0.01%0%0.19%6/16/2023
LumenLumen (LUMN)
0.01%0%0.1%10/18/2022
Applied MaterialsApplied Materials (AMAT)
0.01%0%0.1%10/18/2022
Ralph LaurenRalph Lauren (RL)
0.01%0%0.1%5/15/2024
AnnalyAnnaly (NLY)
0.01%0%0.1%10/25/2022
ZoetisZoetis (ZTS)
0.01%0%0.29%4/28/2025
JD SportsJD Sports (JD.L)
0.01%0%0.1%11/15/2022
EniEni (ENI.MI)
0.01%0%1.33%11/24/2023
BorgWarnerBorgWarner (BWA)
0.01%0%0.19%11/25/2022
PrologisPrologis (PLD)
0.01%0%0.1%11/16/2022
NestleNestle (NESN.ZU)
0.01%0%0.1%4/12/2023
AllstateAllstate (ALL)
0.01%0%0.1%11/8/2022
Extra SpaceExtra Space (EXR)
0.01%0%0.1%11/8/2022
Kraft HeinzKraft Heinz (KHC)
0.01%0%0.1%11/8/2022
NYMTNYMT (ADAM)
0.01%0%0.1%11/8/2022
DiamondbackDiamondback (FANG)
0.01%0%0.1%11/8/2022
Fidelity National FinancialFidelity National Financial (FNF)
0.01%0%0.1%11/1/2022
ICEICE (ICE)
0.01%0%0.1%11/10/2022
B&MB&M (BME.L)
0.01%0%0.1%11/11/2022
CRHCRH (CRH.L)
0.01%0%0.1%11/23/2022
Itau UnibancoItau Unibanco (ITUB)
0.01%0%0.1%11/11/2022
Kinder MorganKinder Morgan (KMI)
0.01%0%0.57%1/8/2024
AEPAEP (AEP)
0.01%0%0.57%1/8/2024
ASMLASML (ASML.NV)
0.01%0%0.19%10/18/2024
Silicon MotionSilicon Motion (SIMO)
0.01%0%0.1%5/23/2023
PhoenixPhoenix (PHNX.L)
0%0%0.1%12/1/2022
WilliamsWilliams (WMB)
0%0%0.1%11/18/2022
DanaherDanaher (DHR)
0%0%0.1%11/18/2022
St.James's PlaceSt.James's Place (STJ.L)
0%0%0.1%11/23/2022
Devon EnergyDevon Energy (DVN)
0%0%0.1%6/28/2023
IIPRIIPR (IIPR)
0%0%1.71%11/3/2023
CiscoCisco (CSCO)
0%0%1.52%10/9/2023
QBEQBE (QBE.ASX)
0%0%0.1%8/20/2025
Daimler TruckDaimler Truck (DTG.DE)
0%0%0.1%7/18/2024
H.B. FullerH.B. Fuller (FUL)
0%0%0.1%3/31/2023
GreggsGreggs (GRG.L)
0%0%0.1%8/30/2023
OneMainOneMain (OMF)
0%0%0.29%11/7/2022
Stanley Black & DeckerStanley Black & Decker (SWK)
0%0%0.1%5/3/2024
OvintivOvintiv (OVV)
0%0%0.1%11/11/2022
PetrobrasPetrobras (PBR)
0%0%0.1%11/11/2022
OxfordOxford (OXM)
0%0%0.1%4/28/2023
TeckTeck (TECK)
0%0%0.1%1/24/2024
Clearway EnergyClearway Energy (CWEN)
0%0%1.33%12/13/2023
Pacific PremierPacific Premier (PPBI)
0%0%0.1%11/2/2023
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%0.1%11/3/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
UnitedHealthUnitedHealth (UNH)
10.51%9.88%
PfizerPfizer (PFE)
9.29%8.86%
VisaVisa (V)
6.88%8.52%
Mercedes-BenzMercedes-Benz (MBG.DE)
10.51%8.5%
MastercardMastercard (MA)
5.26%6.29%
UPSUPS (UPS)
6.62%6.28%
National GridNational Grid (NG.L)
4.93%4.83%
AbbVieAbbVie (ABBV)
4.11%4.49%
UnileverUnilever (ULVR.L)
3.35%3.95%
CNRCNR (CNI)
3.91%3.71%
Coca-ColaCoca-Cola (KO)
3.33%3.65%
Johnson & JohnsonJohnson & Johnson (JNJ)
4.1%3.61%
VodafoneVodafone (VOD.L)
3.39%3.25%
MicrosoftMicrosoft (MSFT)
2.35%3.09%
GSKGSK (GSK.L)
3.28%3.01%
JPMorganJPMorgan (JPM)
1.64%2.74%
Home DepotHome Depot (HD)
2.14%2.58%
McDonald'sMcDonald's (MCD)
2.14%2.52%
AppleApple (AAPL)
1.65%2.39%
Procter & GambleProcter & Gamble (PG)
2.14%2.3%
BMWBMW (BMW.DE)
2.14%1.8%
BHPBHP (BHP.L)
1.84%1.55%
Rio TintoRio Tinto (RIO.L)
1.64%1.41%
Realty IncomeRealty Income (O)
1.18%0.95%
CVS HealthCVS Health (CVS)
1.64%0.94%
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.03%0.02%
OrangeOrange (ORA.PA)
0.02%0.02%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments