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🇬🇧 Value Financial Services and Med Tech Investor.
7 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
35 instruments
June 13, 2025
Least Diversified
0 instruments
February 2, 2025
Average
16.6 instruments

Most Consistent Holdings

Top 5

avatarDIS
99.93%
avatarDANSKE.CO
99.71%
avatarURW.PA
95.14%
avatarGMAB.CO
74.87%
avatarJPM
71.85%

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
41.57%
Health Technology
13.77%
Consumer Services
6.16%
Technology Services
4.23%
Consumer Non Durables
3.48%

Top Countries

Top 5

🇩🇰Denmark
33.12%
🇺🇸United States
19.18%
🇫🇷France
9.9%
🇧🇪Belgium
3.03%
🇳🇱Netherlands
2.14%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Danske BankDanske Bank (DANSKE.CO)
21.57%14.18%99.71%-
URWURW (URW.PA)
9.87%11.53%95.14%-
Novo NordiskNovo Nordisk (NOVO-B.CO)
8.36%6.38%70.97%-
DisneyDisney (DIS)
4.92%4.54%99.93%-
AB InBevAB InBev (ABI.BR)
3.03%0%14.74%7/20/2022
GenmabGenmab (GMAB.CO)
1.97%0%74.87%10/3/2025
JPMorganJPMorgan (JPM)
1.93%0%71.85%10/3/2024
AlphabetAlphabet (GOOG)
1.75%0%49.08%7/17/2024
SnowflakeSnowflake (SNOW)
1.61%0%70.15%9/10/2024
INGING (INGA.NV)
1.54%0%48.05%11/27/2024
Eli LillyEli Lilly (LLY)
1.35%2.45%33.9%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.29%0%60.13%2/24/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.18%0.58%44.73%-
Cineworld Group PLCCineworld Group PLC (CINE.L)
0.9%0%16.73%8/23/2022
RocheRoche (ROG.ZU)
0.88%2.12%31.69%-
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
0.88%0%48.34%2/22/2024
SantanderSantander (SAN.MC)
0.86%4.45%31.98%-
CitiCiti (C)
0.8%0%56.15%3/28/2024
American ExpressAmerican Express (AXP)
0.6%0.65%24.24%-
VertexVertex (VRTX)
0.52%0%22.99%2/11/2025
Sydbank A/SSydbank A/S (SYDB.CO)
0.52%3.55%19.82%-
Investor AB ser. BInvestor AB ser. B (INVEB.ST)
0.5%2.82%25.28%-
UberUber (UBER)
0.45%2.87%16.51%-
Royal UnibrewRoyal Unibrew (RBREW.CO)
0.41%0%22.11%8/9/2024
Interactive BrokersInteractive Brokers (IBKR)
0.39%0%8.47%12/17/2024
AutozoneAutozone (AZO)
0.37%2.78%19.97%-
ASMLASML (ASML.NV)
0.32%1.4%27.78%-
MerckMerck (MRK)
0.3%0.81%30.8%-
Jyske BankJyske Bank (JYSK.CO)
0.28%2.95%14%-
MetaMeta (META)
0.27%0%12.01%4/25/2025
Elevance HealthElevance Health (ELV)
0.27%0%26.31%8/21/2025
First SolarFirst Solar (FSLR)
0.24%0.96%28.59%-
DocuSignDocuSign (DOCU)
0.23%0%8.25%7/30/2025
BetssonBetsson (BETSB.ST)
0.23%1.74%11.94%-
AristaArista (ANET)
0.22%0%14.66%9/29/2025
Ares CapitalAres Capital (ARCC)
0.21%0%16.29%10/10/2025
Main Street CapitalMain Street Capital (MAIN)
0.2%0%10.76%7/20/2022
Bank of AmericaBank of America (BAC)
0.19%0%17.76%9/30/2024
AstraZenecaAstraZeneca (AZN)
0.18%1.23%16.29%-
CentricaCentrica (CNA.L)
0.17%1.81%9.65%-
Intuitive SurgicalIntuitive Surgical (ISRG)
0.16%0%13.56%9/30/2024
ABN AMROABN AMRO (ABN.NV)
0.16%0%12.31%10/3/2024
OracleOracle (ORCL)
0.13%0%15.03%9/25/2025
UnitedHealthUnitedHealth (UNH)
0.12%0%3.54%4/3/2023
ICICI BankICICI Bank (IBN)
0.12%1%12.6%-
Legal & GeneralLegal & General (LGEN.L)
0.11%0%11.94%9/2/2025
American AirlinesAmerican Airlines (AAL)
0.11%0%5.16%5/21/2025
NN GroupNN Group (NN.NV)
0.11%0%8.62%10/3/2024
eToro Group LTDeToro Group LTD (ETOR)
0.1%0.65%11.64%-
ChubbChubb (CB)
0.1%0%7.96%2/28/2025
Domino'sDomino's (DPZ)
0.09%0%11.2%9/30/2025
PaysignPaysign (PAYS)
0.09%0%8.7%11/18/2024
ASURASUR (ASR)
0.07%0%7%8/15/2025
iShares Edge MSCI World Quality Factor UCITS ETFiShares Edge MSCI World Quality Factor UCITS ETF (IS3Q.DE)
0.07%0%5.31%2/14/2025
Arch CapitalArch Capital (ACGL)
0.06%0%5.38%12/17/2024
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
0.06%0%4.86%9/20/2024
Banca GeneraliBanca Generali (BGN.MI)
0.05%0.54%9.65%-
OktaOkta (OKTA)
0.05%0.45%10.61%-
Lam ResearchLam Research (LRCX)
0.05%0%5.38%10/3/2024
PalantirPalantir (PLTR)
0.05%0%5.45%3/16/2022
AGNCAGNC (AGNC)
0.05%0%3.68%3/13/2025
Academy SportsAcademy Sports (ASO)
0.05%0%1.77%11/30/2023
ResMedResMed (RMD)
0.05%0%4.57%6/24/2024
Swiss LifeSwiss Life (SLHN.ZU)
0.04%0%3.76%11/4/2024
Vanguard Value ETFVanguard Value ETF (VTV)
0.04%0%0.81%1/14/2022
BarclaysBarclays (BARC.L)
0.04%0%2.21%3/31/2022
AmundiAmundi (AMUN.PA)
0.04%0%3.17%8/2/2024
MedpaceMedpace (MEDP)
0.03%0%3.1%6/5/2024
UBSUBS (UBSG.ZU)
0.03%0%5.16%6/23/2025
Invesco QQQInvesco QQQ (QQQ)
0.03%0%2.65%11/15/2024
SmuckerSmucker (SJM)
0.03%0%3.02%3/15/2023
Impact Healthcare ReitImpact Healthcare Reit (CRT.L)
0.03%0%2.51%3/11/2025
Blue BirdBlue Bird (BLBD)
0.03%0%4.64%7/14/2025
Howard HughesHoward Hughes (HHH)
0.03%0%4.86%7/11/2025
MicrosoftMicrosoft (MSFT)
0.02%0%2.14%5/31/2024
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.02%0%0.81%1/14/2022
HumanaHumana (HUM)
0.02%0%1.77%12/19/2024
SPDR S&P Bank ETFSPDR S&P Bank ETF (KBE)
0.02%0%0.66%1/14/2022
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0.02%0%1.33%3/4/2025
Playa HotelsPlaya Hotels (PLYA)
0.01%0%0.96%6/8/2023
Consumer Discret Select Sector SPDRConsumer Discret Select Sector SPDR (XLY)
0.01%0%0.88%1/12/2022
VIX Sep 23 FutureVIX Sep 23 Future (VIX.SEP)
0.01%0%0.37%1/17/2023
TSMCTSMC (TSM)
0.01%0%1.62%1/2/2024
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
0.01%0%0.59%1/11/2022
Alteryx Inc.Alteryx Inc. (AYX)
0.01%0%1.11%6/30/2023
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
0.01%0%1.11%2/5/2024
SPDR GoldSPDR Gold (GLD)
0.01%0%0.44%1/9/2023
InditexInditex (ITX.MC)
0.01%0.62%1.33%-
Tyson FoodsTyson Foods (TSN)
0.01%0%0.29%1/4/2022
Capital OneCapital One (COF)
0.01%1.91%0.44%-
AbbVieAbbVie (ABBV)
0.01%0%0.59%2/13/2024
Global-EGlobal-E (GLBE)
0%0%0.81%11/28/2023
ALM Brand ASALM Brand AS (ALMB.CO)
0%0%0.52%9/30/2025
SwedbankSwedbank (SWED-A.ST)
0%0.6%0.52%-
Nordnet AB (publ)Nordnet AB (publ) (SAVE.ST)
0%0.6%0.52%-
NetflixNetflix (NFLX)
0%0%0.07%2/1/2022

Exposure over time

Exposure by Sector

Exposure by Country

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 & Instruments Over Time

Cash Exposure %

Number of Instruments