philcarey1968 avatar

philcarey1968
🇬🇧 Growth Investor.
4 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
January 25, 2023
Lowest Cash
December 15, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
50 instruments
March 4, 2025
Least Diversified
0 instruments
February 2, 2025
Average
19.9 instruments

Most Consistent Holdings

Top 5

avatarRR.L
90.44%
avatarLMT
75.34%
avatarRTX
67.06%
avatarBAB.L
56.74%
avatarAV.L
54.69%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 15, 2023
Lowest Exposure
January 25, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
47.5%
Finance
15.8%
Transportation
6.89%
Consumer Durables
4.57%
Technology Services
4.31%

Top Countries

Top 5

🇺🇸United States
41.02%
🇬🇧United Kingdom
39.21%
🇩🇪Germany
5.44%
🇮🇪Ireland
4.88%
🇨🇦Canada
1.59%

Holdings over time

(Since February 19, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Rolls-RoyceRolls-Royce (RR.L)
15.46%2.71%90.44%-
Legal & GeneralLegal & General (LGEN.L)
5.7%5.35%54.35%-
BAE SystemsBAE Systems (BA.L)
5.53%0%54.1%6/2/2025
RaytheonRaytheon (RTX)
5.13%3.8%67.06%-
RyanairRyanair (RYAAY)
4.88%0%31.06%3/14/2023
Lockheed MartinLockheed Martin (LMT)
4.59%4.82%75.34%-
General DynamicsGeneral Dynamics (GD)
4.57%0%25%4/5/2024
BoeingBoeing (BA)
4.15%1.99%27.65%-
AvivaAviva (AV.L)
3.91%4.52%54.69%-
MicrosoftMicrosoft (MSFT)
2.85%5.18%34.47%-
EnslinjacoEnslinjaco
2.66%0%23.72%3/14/2023
BabcockBabcock (BAB.L)
2.43%0%56.74%6/2/2025
ShellShell (SHEL.L)
2.16%1.7%36.52%-
PorschePorsche (PAH3.DE)
1.99%0%25.43%1/9/2023
ingrucingruc
1.72%0%19.54%1/24/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.7%3.71%54.18%-
AppleApple (AAPL)
1.67%2.19%31.31%-
NVIDIANVIDIA (NVDA)
1.66%3.32%38.65%-
AmazonAmazon (AMZN)
1.63%5.22%34.47%-
CamecoCameco (CCJ)
1.59%1.46%30.8%-
BlackRockBlackRock (BLK)
1.44%4.83%28.33%-
DisneyDisney (DIS)
1.29%1.58%49.15%-
GEGE (GE)
1.21%2.71%50.77%-
BroadcomBroadcom (AVGO)
1.08%2.84%20.39%-
BMWBMW (BMW.DE)
1.04%0%23.81%1/24/2023
RheinmetallRheinmetall (RHM.DE)
1.01%2.78%35.41%-
AMDAMD (AMD)
0.92%2.74%30.8%-
SoFiSoFi (SOFI)
0.91%0%20.14%12/9/2022
AlphabetAlphabet (GOOG)
0.91%3.98%28.16%-
easyJeteasyJet (EZJ.L)
0.8%0%25.94%1/11/2023
MastercardMastercard (MA)
0.78%2.32%31.14%-
St.James's PlaceSt.James's Place (STJ.L)
0.77%0%25.94%5/21/2024
Aukie2008Aukie2008
0.75%0%15.53%9/15/2023
Mercedes-BenzMercedes-Benz (MBG.DE)
0.69%0%25.6%1/12/2023
Aston MartinAston Martin (AML.L)
0.63%0%25.43%1/11/2023
TUI AGTUI AG (TUI.L)
0.54%0%23.38%12/9/2022
ExxonMobilExxonMobil (XOM)
0.52%1.74%25.68%-
PowerfleetPowerfleet (AIOT)
0.51%1.38%22.18%-
JORDENBOERJORDENBOER
0.5%0%7%6/20/2023
Smith & NephewSmith & Nephew (SN.L)
0.46%0%23.12%3/18/2025
BPBP (BP.L)
0.42%1.88%18.09%-
CaterpillarCaterpillar (CAT)
0.4%0%18.43%6/5/2025
Coca-ColaCoca-Cola (KO)
0.35%0%19.45%6/12/2024
B3130jimB3130jim
0.33%0%14.42%11/15/2022
Northrop GrummanNorthrop Grumman (NOC)
0.32%3.04%21.93%-
ASMLASML (ASML.NV)
0.29%3.28%22.1%-
MerckMerck (MRK)
0.28%0.98%20.48%-
VisaVisa (V)
0.27%0%12.29%6/12/2024
HarpinderKangHarpinderKang
0.26%0%5.72%10/27/2022
MetaMeta (META)
0.24%1.54%12.03%-
CostcoCostco (COST)
0.23%0%18.77%6/6/2025
hedge_fundhedge_fund
0.21%0%13.82%11/16/2022
TSMCTSMC (TSM)
0.2%0.47%15.1%-
National GridNational Grid (NG.L)
0.19%1.31%14.59%-
Pure StoragePure Storage (PSTG)
0.16%1.8%9.98%-
TeslaTesla (TSLA)
0.15%0.94%15.78%-
Procter & GambleProcter & Gamble (PG)
0.15%0%4.61%8/28/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.14%0%2.9%8/8/2024
MoonFundMoonFund
0.14%0%8.53%9/18/2023
SnowflakeSnowflake (SNOW)
0.11%0.99%12.88%-
WetherspoonWetherspoon (JDW.L)
0.11%0%9.98%3/12/2025
NikeNike (NKE)
0.11%0%14.42%6/5/2025
GreggsGreggs (GRG.L)
0.1%0%4.86%8/22/2024
NetflixNetflix (NFLX)
0.1%0%8.62%5/13/2025
MelroseMelrose (MRO.L)
0.09%2.23%4.52%-
AdidasAdidas (ADS.DE)
0.08%0%37.63%2/7/2025
AllianzAllianz (ALV.DE)
0.08%0%1.62%4/24/2024
Bank of AmericaBank of America (BAC)
0.08%0%6.4%1/21/2025
ChevronChevron (CVX)
0.08%0%3.92%12/11/2023
BarclaysBarclays (BARC.L)
0.08%0%1.54%4/23/2024
AstraZenecaAstraZeneca (AZN)
0.07%0%8.62%6/5/2025
PrudentialPrudential (PRU.L)
0.07%4.12%2.47%-
SageSage (SGE.L)
0.06%0%7%3/10/2025
BioCrystBioCryst (BCRX)
0.06%0%9.39%2/24/2025
EthereumEthereum (ETH)
0.06%0.41%15.61%-
Structure TherapeuticsStructure Therapeutics (GPCR)
0.05%0.38%15.19%-
indie Semiconductorindie Semiconductor (INDI)
0.05%0%12.46%11/11/2024
BellwayBellway (BWY.L)
0.05%0%4.61%3/26/2025
QualcommQualcomm (QCOM)
0.04%0.92%4.61%-
BitcoinBitcoin (BTC)
0.04%0%3.58%10/18/2024
GE HealthCareGE HealthCare (GEHC)
0.04%0%12.97%6/8/2023
magic_kaitomagic_kaito
0.03%0%3.41%8/31/2022
Airtel AfricaAirtel Africa (AAF.L)
0.03%0%4.44%8/30/2024
PayPalPayPal (PYPL)
0.03%0%3.5%1/6/2025
VodafoneVodafone (VOD)
0.03%0%1.71%2/13/2023
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.03%0%3.24%3/13/2025
AdyenAdyen (ADYEN.NV)
0.03%0%4.86%2/13/2025
STMicroelectronicsSTMicroelectronics (STMMI.MI)
0.03%0%3.67%9/4/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.02%0%1.45%2/18/2025
CoeurCoeur (CDE)
0.02%0.35%9.13%-
IntelIntel (INTC)
0.02%0%24.74%2/13/2025
eToro Group LTDeToro Group LTD (ETOR)
0.02%1.12%1.96%-
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
0.02%0%8.87%6/5/2025
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
0.01%0%0.34%5/20/2024
SupermicroSupermicro (SMCI)
0.01%0%1.02%7/8/2024
IbstockIbstock (IBST.L)
0.01%0%0.6%7/15/2024
Taylor WimpeyTaylor Wimpey (TW.L)
0.01%0%0.6%7/15/2024
HSBCHSBC (HSBA.L)
0.01%0%17.49%1/16/2025
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.01%0%1.71%5/21/2024
GetingeGetinge (GETIB.ST)
0.01%0%0.68%7/16/2024
Harmony GoldHarmony Gold (HMY)
0.01%0%5.89%4/30/2025
Invesco QQQInvesco QQQ (QQQ)
0.01%0%1.45%2/18/2025
ProsusProsus (PRX.NV)
0.01%0%2.13%10/10/2023
GSKGSK (GSK.L)
0.01%0%0.34%5/24/2024
NiceNice (NICE)
0.01%0.31%2.22%-
ThalesThales (HO.PA)
0%0%0.6%3/10/2025
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0%0.01%11.69%-
GlencoreGlencore (GLEN.L)
0%0%1.79%3/24/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Legal & GeneralLegal & General (LGEN.L)
5.69%5.95%
BlackRockBlackRock (BLK)
5.52%5.92%
AmazonAmazon (AMZN)
5.01%5.79%
Rolls-RoyceRolls-Royce (RR.L)
5.23%5.5%
MicrosoftMicrosoft (MSFT)
5.14%5.19%
Lockheed MartinLockheed Martin (LMT)
5%4.54%
ShellShell (SHEL.L)
4.52%4.17%
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.98%4.03%
AppleApple (AAPL)
3.59%3.94%
GEGE (GE)
4.1%3.9%
BAE SystemsBAE Systems (BA.L)
4.37%3.84%
PowerfleetPowerfleet (AIOT)
3.2%3.8%
BabcockBabcock (BAB.L)
3.53%3.47%
AMDAMD (AMD)
4.2%3.37%
AlphabetAlphabet (GOOG)
3.04%3.32%
AvivaAviva (AV.L)
2.9%2.99%
NVIDIANVIDIA (NVDA)
2.84%2.83%
RaytheonRaytheon (RTX)
2.62%2.47%
MastercardMastercard (MA)
2.34%2.45%
BPBP (BP.L)
2.34%2.43%
ExxonMobilExxonMobil (XOM)
2.33%2.13%
Smith & NephewSmith & Nephew (SN.L)
1.78%1.77%
MerckMerck (MRK)
1.52%1.46%
DisneyDisney (DIS)
1.17%1.38%
RheinmetallRheinmetall (RHM.DE)
1.17%1.35%
National GridNational Grid (NG.L)
1.19%1.22%
WetherspoonWetherspoon (JDW.L)
1.17%1.17%
CostcoCostco (COST)
1.09%1.15%
Bank of AmericaBank of America (BAC)
1.17%1.15%
Northrop GrummanNorthrop Grumman (NOC)
1.17%1.14%
SageSage (SGE.L)
0.92%0.91%
PayPalPayPal (PYPL)
0.88%0.86%
TeslaTesla (TSLA)
0.74%0.86%
NikeNike (NKE)
0.88%0.86%
ASMLASML (ASML.NV)
0.76%0.8%
AdidasAdidas (ADS.DE)
0.61%0.68%
BioCrystBioCryst (BCRX)
0.59%0.61%
AdyenAdyen (ADYEN.NV)
0.62%0.6%
EthereumEthereum (ETH)
0.5%0.42%
IntelIntel (INTC)
0.3%0.24%
Structure TherapeuticsStructure Therapeutics (GPCR)
0.24%0.19%
HSBCHSBC (HSBA.L)
0.02%0.03%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments