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ValueGurus
🇬🇧 Value Financial Services and Software Smart Portfolio.
1,875 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
97.71%
avatarMA
97.71%
avatarIBKR
97.71%
avatarBRK.B
86.51%
avatarCRM
81.33%

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
49.27%
Technology Services
24.16%
Health Services
6.99%
Communications
5.86%
Electronic Technology
3.88%

Top Countries

Top 5

🇺🇸United States
87.51%
🇧🇲Bermuda
5.86%
🇬🇧United Kingdom
2.1%
🇨🇳China
0.78%

Number of Instruments

Holdings over time

(Since December 14, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Interactive BrokersInteractive Brokers (IBKR)
10.1%9.45%97.71%-
MastercardMastercard (MA)
9.82%9.92%97.71%-
AlphabetAlphabet (GOOG)
9.55%7.96%97.71%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
8.56%11.23%86.51%-
SalesforceSalesforce (CRM)
8.13%7.73%81.33%-
Elevance HealthElevance Health (ELV)
6.99%11.23%76.27%-
KKRKKR (KKR)
6.14%0%59.16%5/16/2024
Liberty GlobalLiberty Global (LBTYK)
5.86%8.53%59.64%-
FiservFiserv (FI)
4.79%0%48.31%2/15/2024
Fidelity National FinancialFidelity National Financial (FNF)
4.38%0%43.61%11/19/2024
TransdigmTransdigm (TDG)
3.88%0%37.83%11/20/2023
DisneyDisney (DIS)
3.75%8.4%38.55%-
GoDaddyGoDaddy (GDDY)
3.56%0%32.53%5/16/2024
ApolloApollo (APO)
3.37%0%32.65%11/20/2023
Insight EnterprisesInsight Enterprises (NSIT.US)
2.92%0%33.25%2/18/2025
Willis Towers WatsonWillis Towers Watson (WTW)
2.1%10.19%21.45%-
Black Knight Inc.Black Knight Inc. (BKI)
1.05%0%11.2%5/22/2023
GEOGEO (GEO)
1.01%0%11.2%5/22/2023
AlibabaAlibaba (BABA)
0.78%14.27%5.3%-
AmazonAmazon (AMZN)
0.55%0%5.18%2/16/2023

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 Exposure Over Time

Cash Exposure % Over Time