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hellascc4
🇮🇹 Income 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
November 13, 2024
Lowest Cash
May 25, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
39 instruments
April 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
35.7 instruments

Most Consistent Holdings

Top 5

avatarVZ
99.88%
avatarAGNC
99.88%
avatarBABA
99.88%
avatarPYPL
99.88%
avatarPSN.L
99.88%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 25, 2023
Lowest Exposure
November 13, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
38.82%
Transportation
10.52%
Non Energy Minerals
9.64%
Communications
8.71%
ETFs
6.85%

Top Countries

Top 5

🇺🇸United States
55.16%
🇬🇧United Kingdom
12.89%
🇧🇲Bermuda
4.02%
🇨🇳China
3.9%
🇬🇷Greece
3.72%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AGNCAGNC (AGNC)
10.48%12.88%99.88%-
Rio TintoRio Tinto (RIO.L)
6.41%4.82%99.88%-
AlphabetAlphabet (GOOG)
3.91%5.12%98.43%-
Star BulkStar Bulk (SBLK)
3.72%3.02%99.88%-
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
3.6%3.87%99.88%-
VerizonVerizon (VZ)
3.46%4.16%99.88%-
AnnalyAnnaly (NLY)
3.16%4.52%99.88%-
Two HarborsTwo Harbors (TWO)
3.08%3.98%99.88%-
Golden OceanGolden Ocean (GOGL.US)
2.99%0%69.24%8/6/2024
ZIMZIM (ZIM)
2.78%2.11%99.88%-
Starwood Property TrustStarwood Property Trust (STWD)
2.76%3.18%99.88%-
Sabra Health Care REITSabra Health Care REIT (SBRA)
2.66%0%82.15%11/22/2024
Medical Properties TrustMedical Properties Trust (MPW)
2.55%3.25%94.69%-
AlibabaAlibaba (BABA)
2.37%2.63%99.88%-
Direct Line GroupDirect Line Group (DLG.L)
2.22%0%83.84%12/6/2024
SL GreenSL Green (SLG)
2.2%0%40.29%2/9/2024
PersimmonPersimmon (PSN.L)
2%1.58%99.88%-
AT&TAT&T (T)
1.87%0%48.25%9/3/2024
AmazonAmazon (AMZN)
1.86%0%50.54%8/12/2024
AppleApple (AAPL)
1.77%0%69.24%8/6/2024
CamecoCameco (CCJ)
1.75%3.32%68.88%-
Mobile TeleSystems PJSCMobile TeleSystems PJSC (MBT)
1.71%1.52%99.88%-
Bank of AmericaBank of America (BAC)
1.69%0%50.78%8/5/2024
EutelsatEutelsat (ETL.PA)
1.67%0%94.45%3/5/2025
Realty IncomeRealty Income (O)
1.5%0%30.76%10/24/2024
RobinhoodRobinhood (HOOD)
1.49%0%80.82%11/11/2024
Evraz PLCEvraz PLC (EVR.L)
1.49%1.09%99.88%-
PayPalPayPal (PYPL)
1.4%1.11%99.88%-
Invesco China Technology ETFInvesco China Technology ETF (CQQQ)
1.32%1.21%99.88%-
LemonadeLemonade (LMND)
1.31%0%93.37%2/24/2025
Invesco Mortgage CapitalInvesco Mortgage Capital (IVR)
1.13%3.54%29.92%-
XiaomiXiaomi (1810.HK)
1.09%0%80.1%11/5/2024
EPREPR (EPR)
1.05%0%24.25%7/24/2023
DHT HoldingsDHT Holdings (DHT)
1.03%3.73%30.64%-
VisaVisa (V)
0.99%0%17.01%5/25/2023
LVMHLVMH (MC.PA)
0.98%2.58%30.4%-
UiPathUiPath (PATH)
0.93%0%93.37%2/24/2025
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
0.84%5.2%17.73%-
Invesco Senior Loan ETFInvesco Senior Loan ETF (BKLN)
0.83%6.04%15.32%-
EniEni (ENI.MI)
0.78%0%22.44%1/7/2025
Golub Capital BDCGolub Capital BDC (GBDC)
0.72%3.33%21.23%-
RivianRivian (RIVN)
0.7%0.47%99.88%-
DisneyDisney (DIS)
0.65%0%23.04%12/5/2023
MetaMeta (META)
0.52%0%16.65%5/22/2023
JumiaJumia (JMIA)
0.48%0%93.37%2/24/2025
Imperial BrandsImperial Brands (IMB.L)
0.48%0%7.6%3/6/2023
Vitesse EnergyVitesse Energy (VTS)
0.48%3.63%12.06%-
SQMSQM (SQM)
0.46%0%20.99%10/9/2024
PembinaPembina (PBA)
0.39%0%18.82%12/13/2023
Enterprise ProductsEnterprise Products (EPD)
0.34%0%10.37%11/11/2024
Orchid IslandOrchid Island (ORC)
0.29%2.57%13.51%-
NiuNiu (NIU)
0.27%0.24%99.88%-
PhoenixPhoenix (PHNX.L)
0.27%0%5.19%2/14/2023
WalgreensWalgreens (WBA)
0.26%0%9.29%2/20/2024
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
0.26%4.84%6.51%-
3M3M (MMM)
0.24%0%19.18%7/26/2024
PorschePorsche (P911.DE)
0.2%0%13.27%10/2/2024
Stellus CapitalStellus Capital (SCM)
0.19%0%7.48%4/23/2024
Polymetal International PLCPolymetal International PLC (POLY.L)
0.18%0%20.51%6/23/2023
PfizerPfizer (PFE)
0.17%0%13.99%6/13/2024
ZEPP HealthZEPP Health (ZEPP)
0.17%0.08%99.88%-
NikeNike (NKE)
0.11%0%7.48%10/2/2024
ChevronChevron (CVX)
0.07%0%3.5%11/1/2024
SolventumSolventum (SOLV)
0.06%0%12.79%7/18/2024
CarnivalCarnival (CCL.L)
0.02%0%1.45%1/13/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AGNCAGNC (AGNC)
9.87%13.8%
EniEni (ENI.MI)
3.92%5.4%
Invesco Senior Loan ETFInvesco Senior Loan ETF (BKLN)
3.77%5.23%
Rio TintoRio Tinto (RIO.L)
3.92%5.04%
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
3.47%4.79%
AlphabetAlphabet (GOOG)
1.57%4.5%
AnnalyAnnaly (NLY)
4.24%4.48%
Two HarborsTwo Harbors (TWO)
4.71%4.17%
CamecoCameco (CCJ)
2.38%4.02%
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
3.23%3.96%
Invesco Mortgage CapitalInvesco Mortgage Capital (IVR)
2.82%3.7%
VerizonVerizon (VZ)
2.87%3.66%
Golub Capital BDCGolub Capital BDC (GBDC)
2.51%3.47%
LVMHLVMH (MC.PA)
2.35%3.33%
DHT HoldingsDHT Holdings (DHT)
2.67%3.22%
Star BulkStar Bulk (SBLK)
3.14%3.18%
ZIMZIM (ZIM)
3.14%3.18%
Starwood Property TrustStarwood Property Trust (STWD)
2.04%2.72%
LemonadeLemonade (LMND)
4.86%2.34%
Medical Properties TrustMedical Properties Trust (MPW)
3.32%2.29%
Orchid IslandOrchid Island (ORC)
1.57%2.16%
AlibabaAlibaba (BABA)
3.45%1.99%
PersimmonPersimmon (PSN.L)
2.2%1.6%
PayPalPayPal (PYPL)
2.2%1.5%
Mobile TeleSystems PJSCMobile TeleSystems PJSC (MBT)
1.73%1.47%
Evraz PLCEvraz PLC (EVR.L)
3.77%1.3%
Invesco China Technology ETFInvesco China Technology ETF (CQQQ)
1.57%1.14%
EutelsatEutelsat (ETL.PA)
1.73%0.76%
UiPathUiPath (PATH)
2.04%0.65%
RivianRivian (RIVN)
1.88%0.52%
JumiaJumia (JMIA)
3.92%0.39%
NiuNiu (NIU)
2.35%0.14%
ZEPP HealthZEPP Health (ZEPP)
0.78%0.09%

Cash Exposure Over Time

Cash Exposure % Over Time