TraderImperium avatar

TraderImperium
🇬🇧 Financial Services Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
June 14, 2023
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
July 22, 2023
Least Diversified
0 instruments
January 1, 2022
Average
6.7 instruments

Most Consistent Holdings

Top 5

avatarCMI
29.29%
avatarLYC.ASX
27.65%
avatarTSLA
27.01%
avatarLMT
26.92%
avatarNEE
26.37%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 1, 2022
Lowest Exposure
June 14, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
10.54%
Electronic Technology
9.36%
Consumer Durables
4.01%
Producer Manufacturing
4%
Technology Services
2.77%

Top Countries

Top 5

🇺🇸United States
36.27%
🇨🇭Switzerland
2%
🇦🇺Australia
1.47%
🇬🇧United Kingdom
1.15%
🇱🇺Luxembourg
0.84%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Lockheed MartinLockheed Martin (LMT)
4.73%0%26.92%2/1/2025
TeslaTesla (TSLA)
4.01%0%27.01%2/1/2025
LoewsLoews (L)
2.24%0%24.18%3/26/2024
CumminsCummins (CMI)
2.15%0%29.29%12/19/2024
LogitechLogitech (LOGI)
2%0%17.43%1/23/2024
Goldman SachsGoldman Sachs (GS)
1.87%0%24.27%12/19/2024
AvalonBayAvalonBay (AVB)
1.71%0%25.64%2/1/2025
MSCIMSCI (MSCI)
1.48%0%15.97%2/1/2025
LynasLynas (LYC.ASX)
1.47%0%27.65%2/1/2025
HoneywellHoneywell (HON)
1.31%0%24.36%2/1/2025
AeroVironmentAeroVironment (AVAV)
1.25%0%12.14%1/5/2024
DoverDover (DOV)
1.09%0%5.02%3/26/2024
AmazonAmazon (AMZN)
1.03%0%9.85%8/2/2024
MedpaceMedpace (MEDP)
0.94%0%9.85%10/13/2023
ADMADM (ADM)
0.86%0%17.34%2/1/2025
CostcoCostco (COST)
0.84%0%14.51%11/30/2023
ArcelorMittalArcelorMittal (MTS.MC)
0.84%0%4.65%6/17/2024
NextEraNextEra (NEE)
0.83%0%26.37%2/1/2025
Regency CentersRegency Centers (REG)
0.81%0%22.45%2/1/2025
AbbottAbbott (ABT)
0.76%0%13.23%6/20/2024
Cincinnati FinancialCincinnati Financial (CINF)
0.73%0%6.84%4/16/2024
DuPontDuPont (DD)
0.69%0%24.36%2/1/2025
BBVABBVA (BBVA.MC)
0.65%0%13.78%12/1/2023
VornadoVornado (VNO)
0.6%0%26.37%2/1/2025
HiltonHilton (HLT)
0.56%0%12.68%11/30/2023
MGICMGIC (MTG)
0.55%0%10.68%10/27/2023
Deutsche BankDeutsche Bank (DB)
0.54%0%9.95%8/5/2024
AdobeAdobe (ADBE)
0.53%0%4.01%2/1/2025
NikeNike (NKE)
0.51%0%9.95%2/1/2025
ShellShell (SHEL)
0.46%0%13.32%9/10/2024
Ingersoll RandIngersoll Rand (IR)
0.46%0%11.68%10/24/2023
CNO Financial GroupCNO Financial Group (CNO)
0.46%0%13.59%11/30/2023
DaVitaDaVita (DVA)
0.45%0%5.02%3/26/2024
MicrosoftMicrosoft (MSFT)
0.4%0%5.11%3/4/2024
J.B.HuntJ.B.Hunt (JBHT)
0.32%0%5.47%9/13/2023
National GridNational Grid (NGG)
0.28%0%25%2/1/2025
Freeport-McMoRanFreeport-McMoRan (FCX)
0.27%0%9.95%6/17/2024
CenterPoint EnergyCenterPoint Energy (CNP)
0.22%0%6.02%1/17/2024
AutodeskAutodesk (ADSK)
0.19%0%3.01%8/8/2023
Weir GroupWeir Group (WEIR.L)
0.17%0%4.56%1/17/2024
Franklin ResourcesFranklin Resources (BEN)
0.16%0%5.75%11/22/2023
WEC EnergyWEC Energy (WEC)
0.13%0%4.56%8/9/2023
NordsonNordson (NDSN)
0.12%0%4.65%8/18/2023
DexComDexCom (DXCM)
0.12%0%3.1%8/1/2023
ShellShell (SHEL.L)
0.1%0%3.19%11/15/2023
Kimberly-ClarkKimberly-Clark (KMB)
0.1%0%2.28%2/2/2024
BaiduBaidu (BIDU)
0.08%0%2.74%6/7/2024
InvestecInvestec (INVP.L)
0.08%0%2.92%10/25/2023
Campbell SoupCampbell Soup (CPB)
0.08%0%1.37%2/14/2024
CVR EnergyCVR Energy (CVI.US)
0.07%0%1.19%5/1/2024
AlibabaAlibaba (BABA)
0.07%0%3.92%6/20/2024
EntergyEntergy (ETR)
0.06%0%2.55%2/6/2024
PalantirPalantir (PLTR)
0.06%0%0.64%4/16/2024
XRPXRP (XRP)
0.06%0%2.65%8/12/2023
Host HotelsHost Hotels (HST)
0.06%0%2.01%1/31/2024
RaytheonRaytheon (RTX)
0.05%0%1.82%7/25/2023
AlcoaAlcoa (AA)
0.04%0%1.19%4/16/2024
Dollar TreeDollar Tree (DLTR)
0.04%0%1.82%8/8/2023
MedtronicMedtronic (MDT.US)
0.04%0%1.46%8/3/2023
AmerenAmeren (AEE)
0.04%0%1.19%8/3/2023
FirstEnergyFirstEnergy (FE)
0.03%0%2.55%2/6/2024
T-MobileT-Mobile (TMUS)
0.03%0%2.01%5/8/2024
Realty IncomeRealty Income (O)
0.03%0%2.28%2/2/2024
Federal RealtyFederal Realty (FRT)
0.03%0%2.19%2/2/2024
AlignAlign (ALGN)
0.03%0%2.19%2/2/2024
HaleonHaleon (HLN)
0.03%0%1.37%1/24/2024
NaturgyNaturgy (NTGY.MC)
0.02%0%1.82%1/29/2024
Juniper NetworksJuniper Networks (JNPR)
0.02%0%0.73%7/14/2023
Alliant EnergyAlliant Energy (LNT)
0.02%0%0.73%6/28/2023
Severn TrentSevern Trent (SVT.L)
0.02%0%0.82%1/17/2024
Fifth ThirdFifth Third (FITB)
0.02%0%0.55%11/22/2023
MicronMicron (MU)
0.01%0%0.36%8/23/2024
BYDBYD (01211.HK)
0.01%0%0.73%1/17/2024
DeltaDelta (DAL)
0.01%0%0.27%2/2/2024
United AirlinesUnited Airlines (UAL)
0.01%0%0.09%3/8/2024
DisneyDisney (DIS)
0.01%0%0.64%1/16/2024
National GridNational Grid (NG.L)
0.01%0%0.36%1/12/2024
Wells FargoWells Fargo (WFC)
0%0%0.36%1/12/2024
Simply Good FoodsSimply Good Foods (SMPL)
0%0%0.09%3/8/2024
State StreetState Street (STT)
0%0%0.18%1/10/2024
EUR/AUDEUR/AUD (EURAUD)
0%0%0.09%8/13/2024
BitcoinBitcoin (BTC)
0%0%0.09%4/10/2024
JPMorganJPMorgan (JPM)
0%0%0.09%4/16/2024
LaureateLaureate (LAUR)
0%0%0.09%1/9/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      TeslaTesla (TSLA)
      		18.85%26.46%
      AdobeAdobe (ADBE)
      		14.7%12.82%
      Lockheed MartinLockheed Martin (LMT)
      		12.17%11.37%
      MSCIMSCI (MSCI)
      		11.1%10.28%
      AvalonBayAvalonBay (AVB)
      		8.75%7.63%
      HoneywellHoneywell (HON)
      		7.1%6.56%
      LynasLynas (LYC.ASX)
      		4.5%4.16%
      NikeNike (NKE)
      		4.59%3.89%
      Regency CentersRegency Centers (REG)
      		3.71%3.68%
      VornadoVornado (VNO)
      		2.77%2.91%
      NextEraNextEra (NEE)
      		1.86%1.73%
      DuPontDuPont (DD)
      		1.19%1.02%
      National GridNational Grid (NGG)
      		0.58%0.52%

      Cash Exposure Over Time

      Cash Exposure % Over Time