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ValueGurus
🇬🇧 Value Financial Services and Software Smart Portfolio.
1,683 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
December 14, 2022
Lowest Cash
January 4, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
January 4, 2023
Least Diversified
0 instruments
December 14, 2022
Average
9.8 instruments

Most Consistent Holdings

Top 5

avatarGOOG
97.84%
avatarMA
97.84%
avatarIBKR
97.84%
avatarBRK.B
87.26%
avatarCRM
82.37%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 4, 2023
Lowest Exposure
December 14, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
44.3%
Technology Services
23.75%
Health Services
7.24%
Communications
5.95%
Commercial Services
5.48%

Top Countries

Top 5

🇺🇸United States
86.44%
🇧🇲Bermuda
5.95%
🇬🇧United Kingdom
2.51%
🇨🇳China
1.49%

Holdings over time

(Since December 14, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Interactive BrokersInteractive Brokers (IBKR)
10.09%9.96%97.84%-
MastercardMastercard (MA)
9.84%9.94%97.84%-
AlphabetAlphabet (GOOG)
9.49%10.28%97.84%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
8.71%10.04%87.26%-
SalesforceSalesforce (CRM)
8.12%10.02%82.37%-
Elevance HealthElevance Health (ELV)
7.24%10%77.59%-
Liberty GlobalLiberty Global (LBTYK)
5.95%0%61.66%5/20/2025
KKRKKR (KKR)
5.8%0%55.86%5/16/2024
FiservFiserv (FI)
4.53%0%45.62%2/15/2024
Fidelity National FinancialFidelity National Financial (FNF)
4.14%0%41.18%11/19/2024
DisneyDisney (DIS)
3.99%0%41.75%5/20/2025
TransdigmTransdigm (TDG)
3.66%0%35.72%11/20/2023
GoDaddyGoDaddy (GDDY)
3.36%0%30.72%5/16/2024
ApolloApollo (APO)
3.18%0%30.83%11/20/2023
Insight EnterprisesInsight Enterprises (NSIT.US)
2.76%0%31.4%2/18/2025
Willis Towers WatsonWillis Towers Watson (WTW)
2.51%0%25.6%5/20/2025
AlibabaAlibaba (BABA)
1.49%10.05%10.58%-
Black Knight Inc.Black Knight Inc. (BKI)
0.99%0%10.58%5/22/2023
GEOGEO (GEO)
0.95%0%10.58%5/22/2023
AmazonAmazon (AMZN)
0.52%0%4.89%2/16/2023
MetaMeta (META)
0.02%10.08%0.23%-
VisaVisa (V)
0.02%9.92%0.23%-
LennarLennar (LEN)
0.02%9.62%0.23%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Interactive BrokersInteractive Brokers (IBKR)
6.13%11.67%
SalesforceSalesforce (CRM)
8.68%11.53%
DisneyDisney (DIS)
12.01%11.09%
Liberty GlobalLiberty Global (LBTYK)
16.23%10.92%
AlphabetAlphabet (GOOG)
6.53%10.36%
MastercardMastercard (MA)
8.33%9.95%
Willis Towers WatsonWillis Towers Watson (WTW)
11.37%9.94%
Berkshire HathawayBerkshire Hathaway (BRK.B)
7.86%9.22%
Insight EnterprisesInsight Enterprises (NSIT.US)
11.41%7.15%
Elevance HealthElevance Health (ELV)
9.65%6.6%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments