TheGlade avatar

TheGlade
🇬🇧 Value Minerals and Financial Services 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
May 13, 2023
Lowest Cash
December 12, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
9 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
6.2 instruments

Most Consistent Holdings

Top 5

avatarBARC.L
99.92%
avatarTW.L
99.92%
avatarWG.L
92.97%
avatarAAL.L
86.97%
avatarWBA
36.33%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 12, 2023
Lowest Exposure
May 13, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
25.35%
Commercial Services
19.18%
Non Energy Minerals
13.97%
Consumer Durables
12.4%
Industrial Services
7.71%

Top Countries

Top 5

🇬🇧United Kingdom
76.61%
🇺🇸United States
6.74%
🇿🇦South Africa
0%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BarclaysBarclays (BARC.L)
18.53%14.73%99.92%-
WoodWood (WG.L)
17.2%0%92.97%4/25/2025
Anglo AmericanAnglo American (AAL.L)
13.97%18.53%86.97%-
Taylor WimpeyTaylor Wimpey (TW.L)
11.36%11.91%99.92%-
HuntingHunting (HTG.L)
7.71%0%35.94%4/26/2023
WalgreensWalgreens (WBA)
3.92%0%36.33%3/14/2025
Close BrothersClose Brothers (CBG.L)
2.43%16.46%20.38%-
abrdnabrdn (ABDN.L)
2.06%15.72%20.22%-
UpworkUpwork (UPWK)
1.99%0%27.73%1/9/2023
Legal & GeneralLegal & General (LGEN.L)
1.9%0%25.43%3/20/2025
GBP/USDGBP/USD (GBPUSD)
1.64%0%23.7%4/22/2024
Crest NicholsonCrest Nicholson (CRST.L)
1.04%0%13.03%2/5/2024
RingCentralRingCentral (RNG)
0.77%0%15.09%5/16/2024
AvivaAviva (AV.L)
0.36%0%6.24%3/21/2022
BitcoinBitcoin (BTC)
0.15%0%6.87%10/25/2023
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.08%0%4.82%9/30/2024
NavientNavient (NAVI)
0.06%0%1.42%1/18/2022
GreggsGreggs (GRG.L)
0.05%3.22%1.58%-
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.01%0%0.24%6/8/2022
Valterra Platinum LimitedValterra Platinum Limited (VALT.L)
0%0%0.08%6/10/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Anglo AmericanAnglo American (AAL.L)
20.13%24.3%
BarclaysBarclays (BARC.L)
11.75%17.66%
Taylor WimpeyTaylor Wimpey (TW.L)
13.42%14.08%
Legal & GeneralLegal & General (LGEN.L)
10.07%11.28%
WalgreensWalgreens (WBA)
16.78%10.18%
Close BrothersClose Brothers (CBG.L)
6.71%7.71%
WoodWood (WG.L)
11.75%5.43%
abrdnabrdn (ABDN.L)
3.36%3.97%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments