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ingruc
πŸ‡ΈπŸ‡ͺ Investor.
2,826 copiers.

Cash Allocation

Range

Highest Cash
September 1, 2022
Lowest Cash
March 20, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
40 instruments
February 4, 2025
Least Diversified
4 instruments
September 1, 2022
Average
21.4 instruments

Most Consistent Holdings

Top 5

avatarLHA.DE
100%
avatarIMB.L
100%
avatarSHEL.L
100%
avatarVOD
99.91%
avatarVALE
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 20, 2024
Lowest Exposure
September 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Communications
10.73%
Non Energy Minerals
9.19%
Energy Minerals
9.11%
Consumer Durables
8.22%
Health Technology
6.97%

Top Countries

Top 5

πŸ‡ΊπŸ‡ΈUnited States
29.37%
πŸ‡¬πŸ‡§United Kingdom
20.87%
πŸ‡©πŸ‡ͺGermany
16.01%
πŸ‡³πŸ‡±Netherlands
5.67%
πŸ‡§πŸ‡²Bermuda
5.16%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
ShellShell (SHEL.L)
8.91%6.87%100%-
VistraVistra (VST)
6.58%0%65.49%1/22/2024
Imperial BrandsImperial Brands (IMB.L)
5.84%7.78%100%-
SignetSignet (SIG)
5.16%3.32%93.1%-
AT&TAT&T (T)
5.1%3.1%93.1%-
VodafoneVodafone (VOD)
5.03%3.19%99.91%-
ValeVale (VALE)
4.16%3.23%99.91%-
Harley-DavidsonHarley-Davidson (HOG)
4.09%0%71.12%3/25/2024
LufthansaLufthansa (LHA.DE)
4%2.97%100%-
TakedaTakeda (TAK)
2.96%0%51.23%10/26/2023
HPHP (HPQ)
2.61%0%86.29%9/9/2024
SalzgitterSalzgitter (SZG.DE)
2.54%4.44%74.84%-
K+SK+S (SDF.DE)
2.34%0%59.58%1/7/2025
SignifySignify (LIGHT.NV)
2.28%2.64%65.3%-
Mercedes-BenzMercedes-Benz (MBG.DE)
2.23%0%59.67%3/26/2024
BrookfieldBrookfield (BN.US)
2.22%8.06%34.88%-
IntelIntel (INTC)
2.04%0%53.86%9/15/2023
VolkswagenVolkswagen (VOW3.DE)
1.9%3.72%66.03%-
ProsusProsus (PRX.NV)
1.83%5.53%48.96%-
VopakVopak (VPK.NV)
1.56%2.53%41.05%-
Energy TransferEnergy Transfer (ET)
1.52%0%26.25%12/14/2022
EvonikEvonik (EVK.DE)
1.46%0%35.79%1/7/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
1.43%0%27.52%11/15/2022
Golub Capital BDCGolub Capital BDC (GBDC)
1.41%4.16%37.51%-
Norsk HydroNorsk Hydro (NHY.OL)
1.34%0%39.78%1/14/2025
Warner Bros DiscoveryWarner Bros Discovery (WBD)
1.33%3.96%47.87%-
IBMIBM (IBM)
1.24%0%17.35%7/11/2022
Stora EnsoStora Enso (STERV.HE)
1.13%0%39.87%1/14/2025
PfizerPfizer (PFE)
1.06%3.1%37.87%-
Gilead SciencesGilead Sciences (GILD)
0.78%0%26.88%11/8/2022
VodafoneVodafone (VOD.L)
0.59%1.53%37.97%-
CoinbaseCoinbase (COIN)
0.46%0%20.07%4/11/2023
BioNTech SEBioNTech SE (BNTX)
0.42%0%34.33%12/30/2024
Siemens EnergySiemens Energy (ENR.DE)
0.41%0%18.53%4/19/2024
Sainsbury'sSainsbury's (SBRY.L)
0.38%0%20.71%6/16/2023
MP MaterialsMP Materials (MP)
0.35%1.02%45.59%-
CarrefourCarrefour (CA.PA)
0.35%0.97%9.63%-
AurubisAurubis (NDA.DE)
0.34%3.6%9.9%-
ViatrisViatris (VTRS)
0.3%0%18.8%1/9/2024
SproutsSprouts (SFM)
0.27%0%5.09%2/25/2022
LynasLynas (LYC.ASX)
0.2%0.72%26.25%-
NesteNeste (NESTE.HE)
0.2%0.91%20.44%-
BASFBASF (BAS.DE)
0.19%0%9.63%2/23/2024
HUGO BOSSHUGO BOSS (BOSS.DE)
0.16%0%12.08%8/3/2022
RockwoolRockwool (ROCKB.CO)
0.14%0%8.81%2/20/2024
VoestalpineVoestalpine (VOE.DE)
0.12%0%8.81%2/2/2023
PhoenixPhoenix (PHNX.L)
0.05%1.88%2.82%-
CaesarsCaesars (CZR)
0.04%1.63%2.72%-
abrdnabrdn (ABDN.L)
0.03%1.03%3.54%-
DropboxDropbox (DBX)
0.03%0.99%3.54%-
LenovoLenovo (0992.HK)
0.03%1.6%2.27%-
LyftLyft (LYFT)
0.03%1.33%2.18%-
Man GroupMan Group (EMG.L)
0.03%1.29%2.18%-
TeamViewerTeamViewer (TMV.DE)
0.03%1.05%2.54%-
EiffageEiffage (FGR.PA)
0.02%1.47%1.63%-
RingCentralRingCentral (RNG)
0.02%1.02%2.27%-
YelpYelp (YELP)
0.02%0.99%2.27%-
Jazz PharmaceuticalsJazz Pharmaceuticals (JAZZ)
0.02%0.95%2.27%-
EtsyEtsy (ETSY)
0.02%1.24%1.54%-
CrocsCrocs (CROX)
0.02%1.12%1.54%-
MGMMGM (MGM)
0.01%1.51%0.73%-
TelefonicaTelefonica (TEF.MC)
0.01%1.49%0.54%-
IACIAC (IAC)
0.01%0.8%0.73%-
Harbour EnergyHarbour Energy (HBR.L)
0%1.47%0.27%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      BrookfieldBrookfield (BN.US)
      5.42%8%
      AT&TAT&T (T)
      5.89%7.86%
      Imperial BrandsImperial Brands (IMB.L)
      5.22%7.35%
      ShellShell (SHEL.L)
      5.89%6.6%
      ProsusProsus (PRX.NV)
      4.36%5.8%
      SignetSignet (SIG)
      3.76%4.9%
      SalzgitterSalzgitter (SZG.DE)
      6.64%4.41%
      Golub Capital BDCGolub Capital BDC (GBDC)
      4.34%4.24%
      Warner Bros DiscoveryWarner Bros Discovery (WBD)
      3.95%4.23%
      Norsk HydroNorsk Hydro (NHY.OL)
      3.82%3.95%
      K+SK+S (SDF.DE)
      6.17%3.9%
      EvonikEvonik (EVK.DE)
      4%3.88%
      AurubisAurubis (NDA.DE)
      3.53%3.77%
      VopakVopak (VPK.NV)
      2.57%3.69%
      VolkswagenVolkswagen (VOW3.DE)
      4.85%3.68%
      VodafoneVodafone (VOD)
      5.08%3.37%
      PfizerPfizer (PFE)
      3.27%3.2%
      ValeVale (VALE)
      4.22%3.14%
      LufthansaLufthansa (LHA.DE)
      3.09%3.03%
      SignifySignify (LIGHT.NV)
      4.1%2.85%
      Stora EnsoStora Enso (STERV.HE)
      3.27%2.76%
      VodafoneVodafone (VOD.L)
      1.58%1.63%
      abrdnabrdn (ABDN.L)
      0.94%0.97%
      NesteNeste (NESTE.HE)
      1.33%0.96%
      DropboxDropbox (DBX)
      0.92%0.94%
      LynasLynas (LYC.ASX)
      0.72%0.73%
      MP MaterialsMP Materials (MP)
      0.89%0.69%

      Cash Exposure Over Time

      Cash Exposure % Over Time