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StockMentoruk
🇬🇧 Multi-Strategy Software and ETF Investor.
35 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
September 24, 2024
Lowest Cash
January 12, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
58 instruments
January 12, 2023
Least Diversified
0 instruments
February 2, 2025
Average
39.7 instruments

Most Consistent Holdings

Top 5

avatarPLTR
89.16%
avatarNKE
76.53%
avatarPYPL
76.53%
avatarNIO
75.02%
avatarARKK
65.03%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 12, 2023
Lowest Exposure
September 24, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
22.99%
Finance
21.74%
Technology Services
10.48%
Consumer Non Durables
8.35%
Electronic Technology
7.68%

Top Countries

Top 5

🇺🇸United States
53.94%
🇬🇧United Kingdom
4.52%
🇨🇦Canada
1.38%
🇨🇳China
1.02%
🇯🇵Japan
0.79%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AGNCAGNC (AGNC)
9.95%0%50.14%8/4/2025
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
4.44%0%58.62%9/23/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
4.35%11.06%38.27%-
iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
3.98%0%55.7%9/23/2024
AmazonAmazon (AMZN)
3.58%5.44%40.34%-
MetaMeta (META)
3.38%3.19%37.7%-
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
2.9%4.68%37.04%-
EthereumEthereum (ETH)
2.86%0%58.62%9/23/2024
Procter & GambleProcter & Gamble (PG)
2.72%3.4%63.34%-
AppleApple (AAPL)
2.3%0%37.04%10/24/2025
Legal & GeneralLegal & General (LGEN.L)
2.16%3.09%40.9%-
UnileverUnilever (ULVR.L)
1.9%0%29.41%8/4/2025
NVIDIANVIDIA (NVDA)
1.8%12.31%40.9%-
MicrosoftMicrosoft (MSFT)
1.71%3.98%53.25%-
PalantirPalantir (PLTR)
1.68%5.17%89.16%-
Realty IncomeRealty Income (O)
1.55%0%31.39%11/4/2025
SPDR GoldSPDR Gold (GLD)
1.5%3.66%38.27%-
AltriaAltria (MO)
1.45%1.92%33.65%-
Invesco QQQInvesco QQQ (QQQ)
1.44%10.32%17.81%-
IntelIntel (INTC)
1.15%0%58.62%9/23/2024
Charles SchwabCharles Schwab (SCHW)
1.08%0%58.62%9/23/2024
Vanguard Growth ETFVanguard Growth ETF (VUG)
1.05%0%61.83%10/28/2024
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.04%0%61.83%10/28/2024
American TowerAmerican Tower (AMT)
0.98%0%29.41%8/4/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.95%3.87%34.02%-
UberUber (UBER)
0.94%0%58.62%9/23/2024
Coca-ColaCoca-Cola (KO)
0.93%0%29.41%8/4/2025
MastercardMastercard (MA)
0.9%0%58.81%9/25/2024
VisaVisa (V)
0.87%0%60.89%11/4/2025
OrganigramOrganigram (OGI)
0.86%0%58.62%9/23/2024
PayPalPayPal (PYPL)
0.83%0%76.53%5/28/2025
MicronMicron (MU)
0.83%0%58.62%9/23/2024
TeslaTesla (TSLA)
0.82%0%24.79%8/4/2025
IIPRIIPR (IIPR)
0.81%0%58.62%9/23/2024
SonySony (SONY)
0.79%0%58.62%9/23/2024
US Global Jets ETFUS Global Jets ETF (JETS)
0.78%0%58.62%9/23/2024
NikeNike (NKE)
0.76%0%76.53%5/28/2025
AI-RevolutionAI-Revolution
0.75%0%6.6%2/13/2025
AlphabetAlphabet (GOOGL)
0.68%4.57%11.4%-
SamsungSamsung (SMSN.L)
0.66%0%58.72%9/24/2024
CoinbaseCoinbase (COIN)
0.62%0%58.62%9/23/2024
CarnivalCarnival (CCL)
0.56%0%58.62%9/23/2024
BaiduBaidu (BIDU)
0.56%0%58.62%9/23/2024
Bank of AmericaBank of America (BAC)
0.56%0%58.62%9/23/2024
Private-EquityPrivate-Equity
0.54%0%6.5%2/13/2025
Block Inc.Block Inc. (XYZ)
0.51%0%58.62%9/23/2024
VICI PropertiesVICI Properties (VICI)
0.51%0%29.31%8/4/2025
3M3M (MMM)
0.5%0%58.62%9/23/2024
DisneyDisney (DIS)
0.47%0%58.62%9/23/2024
ShopifyShopify (SHOP)
0.46%0%58.62%9/23/2024
LemonadeLemonade (LMND)
0.45%0%58.62%9/23/2024
CleansparkCleanspark (CLSK)
0.43%0%58.62%9/23/2024
SnowflakeSnowflake (SNOW)
0.41%0%58.62%9/23/2024
SonosSonos (SONO)
0.4%0%58.62%9/23/2024
BATBAT (BATS.L)
0.4%0%6.69%12/5/2024
ZillowZillow (ZG)
0.37%0%58.62%9/23/2024
SimonSimon (SPG)
0.34%0%24.32%8/4/2025
ARK Innovation ETFARK Innovation ETF (ARKK)
0.33%0%65.03%8/4/2025
RobloxRoblox (RBLX)
0.31%0%58.62%9/23/2024
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
0.3%10.88%2.73%-
Kinder MorganKinder Morgan (KMI)
0.3%0%58.62%9/23/2024
Stellus CapitalStellus Capital (SCM)
0.3%0%25.54%8/4/2025
Ellington FinancialEllington Financial (EFC)
0.28%0%25.54%8/4/2025
KB HomeKB Home (KBH)
0.27%0%16.68%6/30/2023
AlibabaAlibaba (BABA)
0.27%0%58.62%9/23/2024
CardanoCardano (ADA)
0.27%0%58.62%9/23/2024
WinnebagoWinnebago (WGO)
0.25%0%16.68%6/30/2023
AirbnbAirbnb (ABNB)
0.25%0%16.68%6/30/2023
Orchid IslandOrchid Island (ORC)
0.25%0%25.54%8/4/2025
AT&TAT&T (T)
0.24%0%6.88%11/4/2025
American AirlinesAmerican Airlines (AAL)
0.24%0%16.68%6/30/2023
iShares Core U.S. REIT ETFiShares Core U.S. REIT ETF (USRT)
0.24%0%24.32%8/4/2025
AdobeAdobe (ADBE)
0.22%0%16.68%6/30/2023
RivianRivian (RIVN)
0.22%0%19.7%8/4/2025
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
0.2%7.37%2.73%-
NioNio (NIO)
0.19%0%75.02%8/4/2025
GameStopGameStop (GME)
0.18%0%58.62%9/23/2024
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.18%0%19.13%5/28/2025
Horizon TechnologyHorizon Technology (HRZN)
0.18%0%19.13%5/28/2025
Prospect CapitalProspect Capital (PSEC)
0.17%0%19.13%5/28/2025
eToro Group LTDeToro Group LTD (ETOR)
0.17%0%8.39%8/12/2025
MicroStrategyMicroStrategy (MSTR)
0.16%0%19.7%8/4/2025
AlphabetAlphabet (GOOG)
0.15%0%3.39%10/31/2024
Oxford SquareOxford Square (OXSQ)
0.15%0%19.13%5/28/2025
ZoomZoom (ZM)
0.15%0%58.62%9/23/2024
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.14%4.68%4.71%-
BrookfieldBrookfield (BAM)
0.13%0%3.11%10/28/2024
Beyond MeatBeyond Meat (BYND)
0.13%0%58.62%9/23/2024
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
0.1%0%2.92%2/2/2023
JumiaJumia (JMIA)
0.1%0%58.62%9/23/2024
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
0.09%0%17.34%8/4/2025
SupermicroSupermicro (SMCI)
0.08%0%3.3%12/4/2024
CenntroCenntro (CENN)
0.07%0%58.62%9/23/2024
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.07%0%2.92%2/2/2023
Rolls-RoyceRolls-Royce (RR.L)
0.06%0%6.31%8/4/2025
UpstartUpstart (UPST)
0.06%0%13.29%5/28/2025
Aurora CannabisAurora Cannabis (ACB)
0.06%0%58.62%9/23/2024
iShares Global Infrastructure ETFiShares Global Infrastructure ETF (IGF)
0.06%0%6.41%8/4/2025
BlackRockBlackRock (BLK)
0.05%0%2.92%2/2/2023
iShares MSCI Emerging Markets ETFiShares MSCI Emerging Markets ETF (EEM)
0.05%0%6.41%8/4/2025
CotyCoty (COTY)
0.05%0%2.92%2/2/2023
Bed Bath & Beyond IncBed Bath & Beyond Inc (BBBYQ)
0.03%0%27.43%10/26/2023
Tattooed Chef IncTattooed Chef Inc (TTCFQ)
0.03%0%22.15%9/13/2023
SolventumSolventum (SOLV)
0.02%0%16.31%9/23/2024
Iron MountainIron Mountain (IRM)
0.01%0%1.98%11/4/2025
Eli LillyEli Lilly (LLY)
0.01%0%1.98%11/4/2025
WiseWise (WISE.L)
0%0%0.19%11/5/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
11.15%11.65%
AI-RevolutionAI-Revolution
11.02%11.26%
Private-EquityPrivate-Equity
8.44%8.29%
AppleApple (AAPL)
5.85%6.63%
UnileverUnilever (ULVR.L)
6.58%6.55%
Legal & GeneralLegal & General (LGEN.L)
5.43%5.76%
MetaMeta (META)
4.87%5.17%
Realty IncomeRealty Income (O)
5.21%4.71%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
4.98%4.71%
PayPalPayPal (PYPL)
3.63%3.76%
MicrosoftMicrosoft (MSFT)
3.46%3.72%
AltriaAltria (MO)
3.76%3.69%
American TowerAmerican Tower (AMT)
3.63%3.22%
Coca-ColaCoca-Cola (KO)
2.95%2.68%
Johnson & JohnsonJohnson & Johnson (JNJ)
2.74%2.55%
VICI PropertiesVICI Properties (VICI)
1.68%1.55%
SimonSimon (SPG)
1.52%1.52%
NikeNike (NKE)
1.26%1.33%
SPDR GoldSPDR Gold (GLD)
1.27%1.26%
NVIDIANVIDIA (NVDA)
1.27%1.24%
Stellus CapitalStellus Capital (SCM)
1.15%1.21%
Ellington FinancialEllington Financial (EFC)
1%1.07%
Orchid IslandOrchid Island (ORC)
0.95%1.03%
iShares Core U.S. REIT ETFiShares Core U.S. REIT ETF (USRT)
1.02%1.01%
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.94%1%
AGNCAGNC (AGNC)
0.95%0.97%
Horizon TechnologyHorizon Technology (HRZN)
0.94%0.95%
Prospect CapitalProspect Capital (PSEC)
1.07%0.95%
Oxford SquareOxford Square (OXSQ)
0.86%0.75%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments