Thomas-Carr avatar

Thomas-Carr
🇬🇧 Income Financial Services 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
April 10, 2025
Lowest Cash
June 19, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
49 instruments
April 11, 2025
Least Diversified
0 instruments
February 2, 2025
Average
30.6 instruments

Most Consistent Holdings

Top 5

avatarSAN
99.88%
avatarAV.L
94.67%
avatarPBR.A
92.62%
avatarT
91.77%
avatarKO
91.65%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 19, 2024
Lowest Exposure
April 10, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
34.91%
Consumer Non Durables
14.65%
Energy Minerals
11.91%
Communications
10.86%
Utilities
7.64%

Top Countries

Top 5

🇺🇸United States
34.99%
🇬🇧United Kingdom
28.81%
🇧🇷Brazil
12.25%
🇪🇸Spain
7.36%
🇨🇳China
3.76%

Number of Instruments

Holdings over time

(Since January 5, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
PetrobrasPetrobras (PBR.A)
8.13%4.39%92.62%-
Coca-ColaCoca-Cola (KO)
7.59%2.96%91.65%-
Banco SantanderBanco Santander (SAN)
5.11%2.72%99.88%-
AvivaAviva (AV.L)
4.57%2.65%94.67%-
UnileverUnilever (ULVR.L)
3.46%2.51%77.97%-
AT&TAT&T (T)
3.42%2.2%91.77%-
Legal & GeneralLegal & General (LGEN.L)
3.03%2.53%87.77%-
BradescoBradesco (BBD)
2.87%0%56.78%5/9/2024
National GridNational Grid (NG.L)
2.86%5.61%73.85%-
NRZNRZ (RITM)
2.61%4.11%64.16%-
Lloyd'sLloyd's (LLOY.L)
2.51%2.48%83.05%-
TescoTesco (TSCO.L)
2.26%1.86%72.88%-
Kraft HeinzKraft Heinz (KHC)
2.25%1.2%79.06%-
Western UnionWestern Union (WU)
2.06%0%68.28%7/31/2024
TelefonicaTelefonica (TEF)
2.02%0%64.29%6/28/2024
Bank of ChinaBank of China (3988.HK)
1.99%4.66%82.2%-
Invesco Mortgage CapitalInvesco Mortgage Capital (IVR)
1.84%0%33.66%10/17/2023
Arbor RealtyArbor Realty (ABR)
1.64%0.89%53.75%-
VerizonVerizon (VZ)
1.53%3.57%34.02%-
ShellShell (SHEL.L)
1.5%1.25%62.71%-
Main Street CapitalMain Street Capital (MAIN)
1.46%2.16%45.64%-
CiscoCisco (CSCO)
1.37%2.26%43.1%-
BAE SystemsBAE Systems (BA.L)
1.33%2.24%50.61%-
OrangeOrange (ORA.PA)
1.31%0%43.34%6/25/2024
Clearway EnergyClearway Energy (CWEN)
1.31%1.19%67.8%-
MPCMPC (MPCC.OL)
1.27%2.74%35.84%-
LloydsLloyds (LYG)
1.26%0%15.98%5/19/2023
EnbridgeEnbridge (ENB)
1.21%1.84%49.03%-
Redwood TrustRedwood Trust (RWT)
1.18%2.24%55.57%-
InfosysInfosys (INFY)
1.15%1.31%77.24%-
VodafoneVodafone (VOD.L)
1.11%1.12%52.42%-
KrogerKroger (KR)
1.11%0%17.68%11/2/2023
CK HutchisonCK Hutchison (00001.HK)
1.09%0%32.32%6/25/2024
Games WorkshopGames Workshop (GAW.L)
1.07%1.54%33.54%-
PfizerPfizer (PFE)
1.01%0.9%54.96%-
AGNCAGNC (AGNC)
1%0%21.67%10/18/2023
EnelEnel (ENEL.MI)
0.99%1.3%53.03%-
VodafoneVodafone (VOD)
0.94%0%22.15%11/22/2023
AlgonquinAlgonquin (AQN)
0.94%0%20.82%8/10/2023
EniEni (ENI.MI)
0.87%1.34%39.71%-
HSBCHSBC (HSBA.L)
0.86%4.08%22.03%-
PagseguroPagseguro (PAGS)
0.67%0%7.26%3/6/2023
CNRLCNRL (CNQ)
0.66%1.17%35.84%-
RightmoveRightmove (RMV.L)
0.65%1.97%26.27%-
SinopecSinopec (02386.HK)
0.64%0.48%87.53%-
EnergizerEnergizer (ENR)
0.63%0%15.62%11/22/2023
Hercules CapitalHercules Capital (HTGC)
0.63%1.42%31.48%-
SinopecSinopec (0386.HK)
0.59%0.3%85.11%-
ICL GroupICL Group (ICL)
0.56%0%36.68%5/30/2024
Taylor WimpeyTaylor Wimpey (TW.L)
0.54%0%31.6%12/23/2024
FordFord (F)
0.54%0%17.31%11/22/2023
NikeNike (NKE)
0.54%3.39%14.41%-
Direct Line GroupDirect Line Group (DLG.L)
0.51%0%6.3%3/13/2023
BHPBHP (BHP.L)
0.5%0%20.58%7/23/2024
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.46%0%25.79%10/18/2023
ValeVale (VALE)
0.39%0%16.95%6/7/2024
NintendoNintendo (NTDOY)
0.35%0%7.87%4/25/2023
GlencoreGlencore (GLEN.L)
0.34%0.67%20.82%-
TernaTerna (TRN.MI)
0.31%1.8%19.98%-
STAGSTAG (STAG)
0.3%2.69%9.69%-
NiuNiu (NIU)
0.3%0%8.23%3/15/2023
BCEBCE (BCE)
0.25%0.89%19.98%-
MapfreMapfre (MAP.MC)
0.23%0%15.86%11/4/2024
EvokeEvoke (EVOK.L)
0.23%0%10.65%7/14/2023
Nordic American TankersNordic American Tankers (NAT)
0.2%0%12.59%11/4/2024
Telefônica BrasilTelefônica Brasil (VIV.US)
0.2%0%14.89%9/19/2023
FrontlineFrontline (FRO)
0.2%0%14.04%11/4/2024
CVS HealthCVS Health (CVS)
0.19%2.73%6.42%-
Star BulkStar Bulk (SBLK)
0.16%0%12.59%11/4/2024
DiageoDiageo (DGE.L)
0.15%0%8.11%7/30/2024
CitiCiti (C)
0.14%2.57%4.84%-
BPBP (BP.L)
0.14%0%7.63%11/22/2023
Zijin MiningZijin Mining (2899.HK)
0.12%1.49%12.71%-
LumenLumen (LUMN)
0.07%0%2.78%6/16/2023
Country GardenCountry Garden (2007.HK)
0.06%0%14.29%8/14/2023
Sainsbury'sSainsbury's (SBRY.L)
0.06%0%10.9%3/21/2025
WalgreensWalgreens (WBA)
0.05%0%0.73%5/8/2023
OatlyOatly (OTLY)
0.04%0%3.15%6/5/2023
Hedera HashgraphHedera Hashgraph (HBAR)
0.04%0%2.91%3/13/2023
CGN PowerCGN Power (1816.HK)
0.03%0.33%16.71%-
VICI PropertiesVICI Properties (VICI)
0.03%1.32%1.94%-
PetroChinaPetroChina (00857.HK)
0.02%0%16.34%1/24/2025
Ares CapitalAres Capital (ARCC)
0.02%1.65%1.21%-
MichelinMichelin (ML.PA)
0.01%1.34%1.09%-
CardanoCardano (ADA)
0.01%0%1.33%3/7/2023
KeyCorpKeyCorp (KEY)
0.01%0.58%1.45%-
CNBMCNBM (3323.HK)
0%0.42%1.09%-
Prospect CapitalProspect Capital (PSEC)
0%0%0.24%5/10/2023
XRPXRP (XRP)
0%0%0.24%1/9/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
National GridNational Grid (NG.L)
6.67%6.53%
PetrobrasPetrobras (PBR.A)
7.22%6.4%
Bank of ChinaBank of China (3988.HK)
5.11%5.54%
HSBCHSBC (HSBA.L)
5.26%5.36%
NRZNRZ (RITM)
4.5%4.38%
VerizonVerizon (VZ)
4.48%4.32%
MPCMPC (MPCC.OL)
4.58%4.24%
NikeNike (NKE)
4.2%4.09%
Redwood TrustRedwood Trust (RWT)
3.61%3.52%
Coca-ColaCoca-Cola (KO)
3.53%3.36%
CiscoCisco (CSCO)
2.69%3.2%
Main Street CapitalMain Street Capital (MAIN)
2.65%3.17%
UnileverUnilever (ULVR.L)
2.86%3.14%
Legal & GeneralLegal & General (LGEN.L)
3.35%3.11%
AvivaAviva (AV.L)
2.93%3.09%
TescoTesco (TSCO.L)
1.75%2.52%
Lloyd'sLloyd's (LLOY.L)
2.09%2.51%
Banco SantanderBanco Santander (SAN)
1.74%2.46%
AT&TAT&T (T)
2.04%2.46%
EnbridgeEnbridge (ENB)
1.98%2.29%
RightmoveRightmove (RMV.L)
2.17%2.25%
Hercules CapitalHercules Capital (HTGC)
2.25%2.17%
BAE SystemsBAE Systems (BA.L)
2.25%1.98%
EniEni (ENI.MI)
2.2%1.92%
ShellShell (SHEL.L)
2%1.7%
CNRLCNRL (CNQ)
1.98%1.67%
Kraft HeinzKraft Heinz (KHC)
1.97%1.66%
EnelEnel (ENEL.MI)
1.5%1.6%
TernaTerna (TRN.MI)
1.66%1.53%
VodafoneVodafone (VOD.L)
1.68%1.46%
PfizerPfizer (PFE)
1.57%1.43%
Clearway EnergyClearway Energy (CWEN)
1.12%1.4%
BCEBCE (BCE)
1.67%1.25%
InfosysInfosys (INFY)
0.95%1.18%
SinopecSinopec (02386.HK)
0.55%0.82%
Sainsbury'sSainsbury's (SBRY.L)
0.51%0.5%
SinopecSinopec (0386.HK)
0.55%0.45%
PetroChinaPetroChina (00857.HK)
0.13%0.13%

Cash Exposure Over Time

Cash Exposure % Over Time