getloaded avatar

getloaded
🇬🇧 Multi-Strategy Financial Services Investor.
6 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
October 4, 2023
Lowest Cash
September 3, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
24 instruments
September 27, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.4 instruments

Most Consistent Holdings

Top 5

avatarDIS
99.91%
avatarDANSKE.CO
99.65%
avatarURW.PA
94.17%
avatarJPM
86.13%
avatarSNOW
84.1%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 3, 2024
Lowest Exposure
October 4, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
40.84%
Health Technology
13.84%
Consumer Services
6.05%
Technology Services
4.84%
Consumer Non Durables
4.17%

Top Countries

Top 5

🇩🇰Denmark
33.88%
🇺🇸United States
18.84%
🇫🇷France
9.59%
🇧🇪Belgium
3.63%
🇳🇱Netherlands
2.35%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Danske BankDanske Bank (DANSKE.CO)
22.28%20.37%99.65%-
URWURW (URW.PA)
9.55%10.98%94.17%-
Novo NordiskNovo Nordisk (NOVO-B.CO)
9.06%5.03%65.19%-
DisneyDisney (DIS)
4.95%4.88%99.91%-
AB InBevAB InBev (ABI.BR)
3.63%0%17.67%7/20/2022
JPMorganJPMorgan (JPM)
2.31%0%86.13%10/3/2024
AlphabetAlphabet (GOOG)
2.1%0%58.83%7/17/2024
GenmabGenmab (GMAB.CO)
1.98%2.59%71.47%-
SnowflakeSnowflake (SNOW)
1.93%0%84.1%9/10/2024
INGING (INGA.NV)
1.85%0%57.6%11/27/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.55%0%72.08%2/24/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.33%0%38.78%6/8/2023
Eli LillyEli Lilly (LLY)
1.1%4.17%20.76%-
Cineworld Group PLCCineworld Group PLC (CINE.L)
1.08%0%20.05%8/23/2022
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
1.05%0%57.95%2/22/2024
CitiCiti (C)
0.96%0%67.31%3/28/2024
RocheRoche (ROG.ZU)
0.63%2.64%18.11%-
VertexVertex (VRTX)
0.62%0%27.56%2/11/2025
Royal UnibrewRoyal Unibrew (RBREW.CO)
0.5%0%26.5%8/9/2024
Interactive BrokersInteractive Brokers (IBKR)
0.47%0%10.16%12/17/2024
American ExpressAmerican Express (AXP)
0.34%2.33%12.9%-
MetaMeta (META)
0.32%0%13.43%2/24/2025
SantanderSantander (SAN.MC)
0.27%1.62%18.46%-
DocuSignDocuSign (DOCU)
0.25%0%5.21%1/2/2024
Main Street CapitalMain Street Capital (MAIN)
0.24%0%12.9%7/20/2022
Bank of AmericaBank of America (BAC)
0.22%0%21.29%9/30/2024
Elevance HealthElevance Health (ELV)
0.21%0.87%17.14%-
Intuitive SurgicalIntuitive Surgical (ISRG)
0.19%0%16.25%9/30/2024
MerckMerck (MRK)
0.19%1.01%17.14%-
ABN AMROABN AMRO (ABN.NV)
0.19%0%14.75%10/3/2024
ASMLASML (ASML.NV)
0.17%1.17%13.43%-
UnitedHealthUnitedHealth (UNH)
0.15%0%4.24%4/3/2023
OracleOracle (ORCL)
0.15%0%16.61%3/19/2024
First SolarFirst Solar (FSLR)
0.14%0.67%14.4%-
Investor AB ser. BInvestor AB ser. B (INVEB.ST)
0.13%1.23%10.42%-
NN GroupNN Group (NN.NV)
0.13%0%10.34%10/3/2024
ChubbChubb (CB)
0.12%0%9.54%2/28/2025
PaysignPaysign (PAYS)
0.11%0%10.42%11/18/2024
iShares Edge MSCI World Quality Factor UCITS ETFiShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE)
0.08%0%6.36%2/14/2025
Arch CapitalArch Capital (ACGL)
0.07%0%6.45%12/17/2024
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
0.07%0%5.83%9/20/2024
Sydbank A/SSydbank A/S (SYDB.CO)
0.07%2.66%3.98%-
Legal & GeneralLegal & General (LGEN.L)
0.07%0%3.45%6/16/2023
Ares CapitalAres Capital (ARCC)
0.07%0%3.89%4/14/2022
Lam ResearchLam Research (LRCX)
0.06%0%6.45%10/3/2024
PalantirPalantir (PLTR)
0.06%0%6.54%3/16/2022
Academy SportsAcademy Sports (ASO)
0.06%0%2.12%11/30/2023
ResMedResMed (RMD)
0.05%0%5.48%6/24/2024
AGNCAGNC (AGNC)
0.05%1.27%4.15%-
Swiss LifeSwiss Life (SLHN.ZU)
0.05%0%4.51%11/4/2024
Vanguard Value ETFVanguard Value ETF (VTV)
0.05%0%0.97%1/14/2022
BarclaysBarclays (BARC.L)
0.05%0%2.65%3/31/2022
AmundiAmundi (AMUN.PA)
0.04%0%3.8%8/2/2024
MedpaceMedpace (MEDP)
0.04%0%3.71%6/5/2024
Invesco QQQInvesco QQQ (QQQ)
0.04%0%3.18%11/15/2024
SmuckerSmucker (SJM)
0.04%0%3.62%3/15/2023
AutozoneAutozone (AZO)
0.04%0.96%4.06%-
Impact Healthcare ReitImpact Healthcare Reit (CRT.L)
0.03%1.14%2.92%-
MicrosoftMicrosoft (MSFT)
0.03%0%2.56%5/31/2024
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.03%0%0.97%1/14/2022
HumanaHumana (HUM)
0.02%0%2.12%12/19/2024
SPDR S&P Bank ETFSPDR S&P Bank ETF (KBE)
0.02%0%0.8%1/14/2022
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0.02%0%1.59%3/4/2025
Playa HotelsPlaya Hotels (PLYA)
0.02%0%1.15%6/8/2023
Consumer Discret Select Sector SPDRConsumer Discret Select Sector SPDR (XLY)
0.02%0%1.06%1/12/2022
VIX Sep 23 FutureVIX Sep 23 Future (VIX.SEP)
0.02%0%0.44%1/17/2023
TSMCTSMC (TSM)
0.02%0%1.94%1/2/2024
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
0.01%0%0.71%1/11/2022
Alteryx Inc.Alteryx Inc. (AYX)
0.01%0%1.33%6/30/2023
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
0.01%0%1.33%2/5/2024
AristaArista (ANET)
0.01%0%0.97%5/23/2023
SPDR GoldSPDR Gold (GLD)
0.01%0%0.53%1/9/2023
Tyson FoodsTyson Foods (TSN)
0.01%0%0.35%1/4/2022
AbbVieAbbVie (ABBV)
0.01%0%0.71%2/13/2024
Global-EGlobal-E (GLBE)
0.01%0%0.97%11/28/2023
NetflixNetflix (NFLX)
0%0%0.09%2/1/2022

Exposure over time

Exposure by Sector

  • Finance
  • Health Technology
  • Consumer Services
  • Technology Services
  • Consumer Non Durables
  • ETFs
  • Other

Exposure by Country

  • Denmark
  • United States
  • France
  • Belgium
  • Netherlands
  • United Kingdom
  • Other

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Danske BankDanske Bank (DANSKE.CO)
22.16%26.91%
URWURW (URW.PA)
11.33%11.55%
Novo NordiskNovo Nordisk (NOVO-B.CO)
7.69%6.08%
DisneyDisney (DIS)
6.65%5.59%
Eli LillyEli Lilly (LLY)
5.73%5.36%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
3.52%4.07%
RocheRoche (ROG.ZU)
3.85%3.62%
American ExpressAmerican Express (AXP)
2.46%2.75%
MetaMeta (META)
2.53%2.71%
GenmabGenmab (GMAB.CO)
3.36%2.56%
ASMLASML (ASML.NV)
1.34%1.3%
ChubbChubb (CB)
1.26%1.28%
SantanderSantander (SAN.MC)
1.25%1.26%
iShares Edge MSCI World Quality Factor UCITS ETFiShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE)
1.24%1.26%
Investor AB ser. BInvestor AB ser. B (INVEB.ST)
1.25%1.24%
MerckMerck (MRK)
1.3%1.15%
First SolarFirst Solar (FSLR)
1.27%0.92%
Elevance HealthElevance Health (ELV)
1.22%0.85%

Cash Exposure Over Time

Cash Exposure % Over Time