philstevensuk assets history on eToro

philstevensuk

🇬🇧 Investor.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Overview

Cash Allocation

Range

Highest Cash

January 25, 2022

Lowest Cash

February 15, 2024

Average Cash

Portfolio Diversification

Range

Most Diversified

5 instruments

March 1, 2022

Least Diversified

0 instruments

January 25, 2022

Average

0.7 instruments

Most Consistent Holdings

Top 5

UK100

24.98%

USDZAR

22.08%

INVP.L

9.34%

RR.L

6.86%

EZJ.L

3.54%

Position Sizing

Analysis

Avg Largest Position

Avg Smallest Position

Size Distribution

Small (<10%)

Medium (10-20%)

Large (>20%)

Market Exposure

Analysis

Highest Exposure

February 15, 2024

Lowest Exposure

January 25, 2022

Average Exposure

30-Day Trend

Current Average

Monthly Change

Top Sectors

Top 5

Indexes

6.45%

Forex

3.83%

Electronic Technology

0.66%

Transportation

0.35%

Finance

0.34%

Top Countries

Top 5

🇬🇧United Kingdom

1.34%

🇩🇪Germany

0.08%

🇳🇴Norway

0.05%

Holdings over time

(Since January 1, 2022)

Instrument	Avg. Exposure	Current Exposure	Time Holding	Last Closed
UK100 Index (Non Expiry) (UK100)	6.22%	0%	24.98%	11/25/2025
USD/ZAR (USDZAR)	3.83%	0%	22.08%	12/13/2023
Rolls-Royce (RR.L)	0.66%	0%	6.86%	11/25/2022
easyJet (EZJ.L)	0.31%	0%	3.54%	11/25/2022
Investec (INVP.L)	0.29%	0%	9.34%	11/4/2022
SPX500 Index (Non Expiry) (SPX500)	0.18%	0%	0.99%	5/3/2024
TUI AG (TUI.L)	0.08%	0%	0.35%	4/24/2023
DJ30 Index (Non Expiry) (DJ30)	0.05%	0%	1.77%	6/22/2022
Aker BP (AKRBP.OL)	0.05%	0%	1.34%	1/19/2022
IAG (IAG.L)	0.03%	0%	0.5%	5/17/2022
Lloyd's (LLOY.L)	0.03%	0%	0.42%	5/4/2022
HSBC (HSBA.L)	0.02%	0%	0.28%	1/4/2022
Barclays (BARC.L)	0%	0%	0.07%	3/1/2022