VagabondXTurtle avatar

VagabondXTurtle
🇬🇧 Financial Services Investor.
2 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
January 1, 2022
Lowest Cash
March 31, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
55 instruments
February 15, 2025
Least Diversified
0 instruments
January 1, 2022
Average
23.9 instruments

Most Consistent Holdings

Top 5

avatarXRAY
86.94%
avatarO
82.7%
avatarPNN.L
80.23%
avatarIIPR
73.7%
avatarSTMN.ZU
70.61%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 31, 2022
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
20.27%
Health Technology
16.44%
Utilities
11.35%
Non Energy Minerals
8.62%
Transportation
7.19%

Top Countries

Top 5

🇺🇸United States
33.1%
🇬🇧United Kingdom
14.8%
🇨🇭Switzerland
6.01%
🇦🇺Australia
5.07%
🇬🇷Greece
4.64%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Dentsply SironaDentsply Sirona (XRAY)
11.71%0.78%86.94%-
Realty IncomeRealty Income (O)
7.23%1.41%82.7%-
PennonPennon (PNN.L)
5.41%0.57%80.23%-
StraumannStraumann (STMN.ZU)
4.32%1.94%70.61%-
IIPRIIPR (IIPR)
3.52%1.07%73.7%-
DanaosDanaos (DAC)
2.97%2.24%65.75%-
GerdauGerdau (GGB)
2.89%0.88%69.46%-
WalgreensWalgreens (WBA)
2.46%2.65%68.58%-
BHPBHP (BHP.L)
2.17%1.25%63.37%-
IberdrolaIberdrola (IBE.MC)
2.05%1.93%60.81%-
Golden OceanGolden Ocean (GOGL.OL)
1.93%2.11%52.43%-
3M3M (MMM)
1.9%2.43%58.08%-
BAE SystemsBAE Systems (BA.L)
1.85%2.78%55.34%-
Anglo AmericanAnglo American (AAL.L)
1.7%1.45%60.81%-
Star BulkStar Bulk (SBLK)
1.67%1.46%55.34%-
NordeaNordea (NDA_SE.ST)
1.65%2.14%55.25%-
SkanskaSkanska (SKA-B.ST)
1.63%2.71%52.43%-
Lockheed MartinLockheed Martin (LMT)
1.59%1.74%55.34%-
TescoTesco (TSCO.L)
1.52%2.54%49.96%-
ANZANZ (ANZ.ASX)
1.51%1.92%52.43%-
MowiMowi (MOWI.OL)
1.36%1.86%51.1%-
National GridNational Grid (NG.L)
1.33%1.52%52.43%-
NextEraNextEra (NEE)
1.3%2.26%45.1%-
UnileverUnilever (ULVR.L)
1.29%1.83%51.19%-
VeoliaVeolia (VIE.PA)
1.26%1.74%51.19%-
Societe GeneraleSociete Generale (GLE.PA)
1.19%0%46.51%1/15/2025
Bank of ChinaBank of China (3988.HK)
1.11%2.66%42.19%-
BarclaysBarclays (BARC.L)
1.07%3.55%34.07%-
Banco MacroBanco Macro (BMA)
1%3.31%31.6%-
Bank of AmericaBank of America (BAC)
0.97%2.05%39.54%-
Kraft HeinzKraft Heinz (KHC)
0.95%1.59%42.19%-
Anhui ConchAnhui Conch (0914.HK)
0.93%0%44.22%2/28/2025
Texas InstrumentsTexas Instruments (TXN)
0.91%1.87%39.54%-
StocklandStockland (SGP.ASX)
0.88%1.86%39.54%-
ICL GroupICL Group (ICL)
0.81%2.29%36.72%-
AB InBevAB InBev (ABI.BR)
0.7%1.63%36.8%-
MaerskMaersk (MAERSKB.CO)
0.63%2.19%28.86%-
AdecoagroAdecoagro (AGRO)
0.61%1.75%31.6%-
NestleNestle (NESN.ZU)
0.6%1.54%34.07%-
InfosysInfosys (INFY)
0.6%1.93%26.21%-
Barry CallebautBarry Callebaut (BARN.ZU)
0.58%1.46%28.86%-
FortescueFortescue (FMG.ASX)
0.51%0.95%34.07%-
UPMUPM (UPM.HE)
0.51%1.49%28.86%-
GeberitGeberit (GEBN.ZU)
0.47%1.77%26.39%-
VinciVinci (DG.PA)
0.44%1.68%26.13%-
HaidilaoHaidilao (06862.HK)
0.43%2.31%19.95%-
BungeBunge (BG)
0.42%1.18%26.39%-
NutrienNutrien (NTR)
0.42%1.49%26.13%-
GSKGSK (GSK.L)
0.4%1.41%26.39%-
SQMSQM (SQM)
0.4%1.45%26.21%-
GCLGCL (3800.HK)
0.38%0%14.12%7/26/2024
Pets at HomePets at Home (PETS.L)
0.13%1.72%7.59%-
SantanderSantander (SAN.MC)
0.09%2.23%4.68%-
Games WorkshopGames Workshop (GAW.L)
0.09%1.9%4.68%-
ChevronChevron (CVX)
0.08%1.67%4.77%-
Calavo GrowersCalavo Growers (CVGW)
0.06%1.6%3.62%-
Julius BaerJulius Baer (BAER.ZU)
0.04%1.75%2.12%-
SolventumSolventum (SOLV)
0%0%0.53%4/8/2024
SvitzerSvitzer (SVITZR.CO)
0%0%0.26%5/3/2024

Exposure over time

Exposure by Sector

  • Finance
  • Health Technology
  • Utilities
  • Non Energy Minerals
  • Transportation
  • Consumer Non Durables
  • Other

Exposure by Country

  • United States
  • United Kingdom
  • Switzerland
  • Australia
  • Greece
  • Brazil
  • Other

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Banco MacroBanco Macro (BMA)
1.92%4.28%
BarclaysBarclays (BARC.L)
1.92%3.52%
TescoTesco (TSCO.L)
1.92%2.74%
SkanskaSkanska (SKA-B.ST)
1.92%2.72%
Bank of ChinaBank of China (3988.HK)
1.92%2.62%
DanaosDanaos (DAC)
1.92%2.51%
NextEraNextEra (NEE)
1.92%2.51%
Bank of AmericaBank of America (BAC)
1.92%2.46%
WalgreensWalgreens (WBA)
3.84%2.45%
Golden OceanGolden Ocean (GOGL.OL)
1.92%2.42%
3M3M (MMM)
1.92%2.42%
InfosysInfosys (INFY)
1.92%2.4%
HaidilaoHaidilao (06862.HK)
1.92%2.36%
MaerskMaersk (MAERSKB.CO)
1.92%2.31%
BAE SystemsBAE Systems (BA.L)
1.92%2.26%
ANZANZ (ANZ.ASX)
1.92%2.14%
IberdrolaIberdrola (IBE.MC)
1.92%2.12%
StraumannStraumann (STMN.ZU)
1.92%2.11%
ICL GroupICL Group (ICL)
1.92%2.1%
Societe GeneraleSociete Generale (GLE.PA)
1.92%2.08%
Texas InstrumentsTexas Instruments (TXN)
1.92%2.07%
StocklandStockland (SGP.ASX)
1.92%2.02%
UnileverUnilever (ULVR.L)
1.92%2.02%
MowiMowi (MOWI.OL)
1.92%2.01%
Lockheed MartinLockheed Martin (LMT)
1.92%2.01%
NordeaNordea (NDA_SE.ST)
1.92%1.98%
Anhui ConchAnhui Conch (0914.HK)
1.89%1.8%
National GridNational Grid (NG.L)
1.92%1.75%
GeberitGeberit (GEBN.ZU)
1.92%1.75%
Barry CallebautBarry Callebaut (BARN.ZU)
1.92%1.74%
VeoliaVeolia (VIE.PA)
1.92%1.74%
AdecoagroAdecoagro (AGRO)
1.92%1.72%
Kraft HeinzKraft Heinz (KHC)
1.92%1.71%
Pets at HomePets at Home (PETS.L)
1.92%1.71%
Anglo AmericanAnglo American (AAL.L)
1.92%1.63%
VinciVinci (DG.PA)
1.92%1.62%
UPMUPM (UPM.HE)
1.92%1.58%
AB InBevAB InBev (ABI.BR)
1.92%1.54%
Star BulkStar Bulk (SBLK)
1.92%1.53%
NutrienNutrien (NTR)
1.92%1.47%
Realty IncomeRealty Income (O)
1.92%1.45%
BHPBHP (BHP.L)
1.92%1.45%
NestleNestle (NESN.ZU)
1.92%1.45%
SQMSQM (SQM)
1.92%1.41%
GSKGSK (GSK.L)
1.92%1.4%
BungeBunge (BG)
1.92%1.37%
FortescueFortescue (FMG.ASX)
1.92%1.26%
IIPRIIPR (IIPR)
1.92%1.1%
PennonPennon (PNN.L)
1.92%1.05%
Dentsply SironaDentsply Sirona (XRAY)
1.92%1.02%
GerdauGerdau (GGB)
1.92%0.97%

Cash Exposure Over Time

Cash Exposure % Over Time