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rgc88rgc
🇬🇧 Financial Services, ETF, and Other Investor.
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Cash Allocation

Range

Highest Cash
April 26, 2022
Lowest Cash
December 28, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
45 instruments
August 9, 2024
Least Diversified
0 instruments
February 2, 2025
Average
28.4 instruments

Most Consistent Holdings

Top 5

avatarAMZN
99.8%
avatarBATS.L
89.41%
avatarAAPL
87.68%
avatarMBG.DE
82.59%
avatarKO
75.36%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 28, 2023
Lowest Exposure
April 26, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
14.98%
ETFs
14.61%
Retail Trade
13.95%
Consumer Non Durables
9.8%
Electronic Technology
8.18%

Top Countries

Top 5

🇺🇸United States
44.76%
🇬🇧United Kingdom
24.18%
🇩🇪Germany
3.44%
🇭🇰Hong Kong
2.52%
🇮🇹Italy
1.58%

Number of Instruments

Holdings over time

(Since April 26, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
7.28%0%99.8%2/1/2025
StarbucksStarbucks (SBUX)
5.51%0%32.18%2/9/2024
TescoTesco (TSCO.L)
4.48%0%64.26%2/22/2024
AppleApple (AAPL)
4.36%0%87.68%2/1/2025
BATBAT (BATS.L)
3.98%0%89.41%2/1/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
3.04%0%82.59%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
2.69%0%51.63%2/1/2025
iClickiClick (ICLK)
2.52%0%42.87%8/23/2023
General DynamicsGeneral Dynamics (GD)
2.4%0%73.73%2/1/2025
VerisignVerisign (VRSN)
2.38%0%39.1%6/12/2023
BitcoinBitcoin (BTC)
2.25%0%36.15%5/10/2023
Coca-ColaCoca-Cola (KO)
2.24%0%75.36%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
2.07%0%60.9%2/1/2025
BarclaysBarclays (BARC.L)
1.88%0%58.96%2/1/2025
Legal & GeneralLegal & General (LGEN.L)
1.87%0%62.22%2/1/2025
RivianRivian (RIVN)
1.8%0%49.49%12/22/2023
Lloyd'sLloyd's (LLOY.L)
1.71%0%64.56%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.61%0%41.14%2/1/2025
UniCreditUniCredit (UCG.MI)
1.58%0%61.1%2/1/2025
Temple BarTemple Bar (TMPL.L)
1.55%0%46.84%2/1/2025
AlibabaAlibaba (BABA)
1.49%0%34.83%1/18/2024
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
1.49%0%47.86%2/1/2025
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
1.46%0%35.03%2/1/2025
VodafoneVodafone (VOD)
1.46%0%55.91%11/22/2024
Imperial BrandsImperial Brands (IMB.L)
1.32%0%53.77%2/1/2025
KraneShares Global Carbon ETFKraneShares Global Carbon ETF (KRBN)
1.31%0%49.49%12/22/2023
GlencoreGlencore (GLEN.L)
1.3%0%56.62%1/6/2025
Build and BuildBuild and Build (BNB)
1.29%0%10.39%8/7/2022
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
1.22%0%45.82%2/1/2025
American ExpressAmerican Express (AXP)
1.16%0%20.37%6/14/2023
TeslaTesla (TSLA)
1.14%0%57.94%2/1/2025
iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
1.07%0%41.34%2/1/2025
PayPalPayPal (PYPL)
1.05%0%29.53%2/29/2024
AffirmAffirm (AFRM)
0.99%0%26.78%6/7/2023
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
0.95%0%27.49%10/17/2024
PfizerPfizer (PFE)
0.95%0%53.36%2/1/2025
ColgateColgate (CL)
0.86%0%13.75%6/16/2023
Endeavour MiningEndeavour Mining (EDV.L)
0.83%0%32.59%12/20/2024
Fidelity National FinancialFidelity National Financial (FNF)
0.81%0%21.08%12/27/2023
Western UnionWestern Union (WU)
0.8%0%16.19%4/27/2023
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.74%0%33.5%1/6/2025
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.71%0%22.71%6/4/2024
PIMCO Enhanced Short MaturityPIMCO Enhanced Short Maturity (MINT)
0.7%0%19.25%2/1/2025
Smith & NephewSmith & Nephew (SN.L)
0.67%0%28.82%10/14/2024
KingfisherKingfisher (KGF.L)
0.64%0%29.74%12/20/2024
MetaMeta (META)
0.6%0%17.62%2/2/2024
FordFord (F)
0.58%0%23.63%1/23/2024
MercantileMercantile (MRC.L)
0.55%0%21.49%2/1/2025
CrocsCrocs (CROX)
0.53%0%12.22%6/7/2023
M&GM&G (MNG.L)
0.52%0%30.24%2/1/2025
Goldman SachsGoldman Sachs (GS)
0.5%0%21.69%11/30/2023
Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
0.47%0%18.64%2/1/2025
ChevronChevron (CVX)
0.45%0%16.4%9/18/2023
Vanguard Short-Term Treasury Index FundVanguard Short-Term Treasury Index Fund (VGSH)
0.44%0%18.64%2/1/2025
BeazleyBeazley (BEZ.L)
0.44%0%15.99%1/8/2024
SolarEdgeSolarEdge (SEDG)
0.44%0%23.52%12/22/2023
Pershing SquarePershing Square (PSH.L)
0.44%0%20.67%7/26/2024
IQVIAIQVIA (IQV)
0.44%0%18.53%11/3/2023
Levi'sLevi's (LEVI)
0.43%0%20.26%10/27/2023
TeckTeck (TECK)
0.43%0%22%1/26/2024
AMDAMD (AMD)
0.43%0%24.54%10/21/2024
ConocoPhillipsConocoPhillips (COP)
0.39%0%9.88%9/7/2023
RELXRELX (REL.L)
0.39%0%18.13%7/1/2024
MastercardMastercard (MA)
0.39%0%13.34%8/9/2023
Schroder AsiaPacific FundSchroder AsiaPacific Fund (SDP.L)
0.38%0%21.79%2/1/2025
UberUber (UBER)
0.38%0%13.14%10/23/2023
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
0.36%0%24.54%1/22/2025
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.34%0%20.37%2/1/2025
MetLifeMetLife (MET)
0.33%0%13.44%10/26/2023
iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
0.31%0%18.64%2/1/2025
Plug PowerPlug Power (PLUG)
0.31%0%8.25%7/21/2023
PUMAPUMA (PUM.DE)
0.29%0%13.65%5/17/2024
AlphabetAlphabet (GOOG)
0.25%0%5.6%5/25/2023
SunnovaSunnova (NOVA)
0.23%0%15.27%12/22/2023
ValeVale (VALE)
0.21%0%20.57%1/13/2025
AvivaAviva (AV.L)
0.2%0%11%7/15/2024
HarbourVestHarbourVest (HVPE.L)
0.18%0%11.2%2/1/2025
QualcommQualcomm (QCOM)
0.16%0%8.35%7/18/2023
CortevaCorteva (CTVA)
0.15%0%7.23%11/3/2023
SonySony (SONY)
0.15%0%8.76%7/26/2023
LucidLucid (LCID)
0.15%0%3.46%4/11/2023
iShares Russell 2000 Value ETFiShares Russell 2000 Value ETF (IWN)
0.14%0%7.94%10/11/2024
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.14%0%10.49%2/1/2025
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.14%0%9.27%10/15/2024
Rolls-RoyceRolls-Royce (RR.L)
0.13%0%5.8%7/26/2023
NVIDIANVIDIA (NVDA)
0.12%0%18.64%2/1/2025
Daimler TruckDaimler Truck (DTG.DE)
0.1%0%8.25%8/22/2023
ArbitrumArbitrum (ARB)
0.1%0%5.7%6/26/2023
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
0.1%0%10.49%2/1/2025
SunrunSunrun (RUN)
0.1%0%5.7%11/14/2023
WisdomTree Artificial Intelligence UCITS ETFWisdomTree Artificial Intelligence UCITS ETF (WTI2.DE)
0.09%0%11.2%7/29/2024
Block Inc.Block Inc. (XYZ)
0.09%0%3.26%6/2/2023
DisneyDisney (DIS)
0.08%0%3.67%6/16/2023
Silvercrest MetalsSilvercrest Metals (SILV)
0.07%0%4.89%9/3/2024
GigaCloudGigaCloud (GCT)
0.07%0%5.09%9/3/2024
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.07%0%4.99%9/11/2023
MercadoLibreMercadoLibre (MELI)
0.06%0%5.7%1/2/2025
IAGIAG (IAG.L)
0.05%0%5.4%7/29/2024
ApellisApellis (APLS)
0.05%0%2.24%8/23/2023
Dr. MartensDr. Martens (DOCS.L)
0.05%0%5.4%6/19/2024
DiageoDiageo (DGE.L)
0.04%0%4.38%2/1/2025
PaycomPaycom (PAYC)
0.04%0%1.83%12/18/2023
FevertreeFevertree (FEVR.L)
0.04%0%4.38%2/1/2025
EPREPR (EPR)
0.04%0%5.8%1/2/2025
iShares MSCI EM Latin America UCITS ETFiShares MSCI EM Latin America UCITS ETF (IUSC.DE)
0.03%0%2.85%7/4/2024
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.02%0%3.05%7/24/2024
ArvinasArvinas (ARVN)
0.02%0%1.12%6/23/2023
BAE SystemsBAE Systems (BA.L)
0.02%0%2.04%7/15/2024
BoeingBoeing (BA)
0.01%0%0.61%1/22/2024
UnileverUnilever (ULVR.L)
0.01%0%2.04%7/15/2024
ASMLASML (ASML.NV)
0%0%0.41%11/4/2024
RigettiRigetti (RGTI)
0%0%0.51%2/1/2025
NorwegianNorwegian (NAS.OL)
0%0%0.71%8/15/2024
Abercrombie & FitchAbercrombie & Fitch (ANF)
0%0%0.2%7/17/2024
3M3M (MMM)
0%0%0.1%4/2/2024
IonqIonq (IONQ)
0%0%0.41%2/1/2025
MicrosoftMicrosoft (MSFT)
0%0%0.2%2/1/2025
JD SportsJD Sports (JD.L)
0%0%0.1%11/22/2024
ConstelliumConstellium (CSTM)
0%0%0.2%10/25/2024
Pacific BiosciencesPacific Biosciences (PACB)
0%0%0.1%1/29/2025
Toncoin (Experimental)Toncoin (Experimental) (TON)
0%0%0.1%10/27/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		5.93%6.45%
      Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
      		5.55%4.91%
      AmazonAmazon (AMZN)
      		3.37%4.52%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		4.02%4.32%
      PIMCO Enhanced Short MaturityPIMCO Enhanced Short Maturity (MINT)
      		4.15%3.84%
      Temple BarTemple Bar (TMPL.L)
      		3.18%3.37%
      BarclaysBarclays (BARC.L)
      		1.92%3.31%
      iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
      		2.87%3.1%
      iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
      		2.84%3.02%
      Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
      		3.17%3.01%
      Imperial BrandsImperial Brands (IMB.L)
      		2.33%3%
      Mercedes-BenzMercedes-Benz (MBG.DE)
      		3.59%2.93%
      UniCreditUniCredit (UCG.MI)
      		2.35%2.9%
      AppleApple (AAPL)
      		2.06%2.9%
      Legal & GeneralLegal & General (LGEN.L)
      		3.02%2.74%
      Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
      		2.95%2.71%
      MercantileMercantile (MRC.L)
      		2.96%2.71%
      Vanguard Short-Term Treasury Index FundVanguard Short-Term Treasury Index Fund (VGSH)
      		2.89%2.67%
      Coca-ColaCoca-Cola (KO)
      		2.75%2.64%
      Lloyd'sLloyd's (LLOY.L)
      		2.47%2.58%
      iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
      		2.57%2.37%
      BATBAT (BATS.L)
      		2.29%2.3%
      M&GM&G (MNG.L)
      		2.51%2.27%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		2.63%2.27%
      General DynamicsGeneral Dynamics (GD)
      		2.23%2.26%
      iShares MSCI India ETFiShares MSCI India ETF (INDA)
      		2.4%2.24%
      Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
      		2.1%1.91%
      Schroder AsiaPacific FundSchroder AsiaPacific Fund (SDP.L)
      		2.06%1.91%
      GlencoreGlencore (GLEN.L)
      		2.21%1.72%
      HarbourVestHarbourVest (HVPE.L)
      		1.52%1.61%
      Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
      		1.94%1.59%
      MercadoLibreMercadoLibre (MELI)
      		1.74%1.48%
      ValeVale (VALE)
      		1.83%1.41%
      VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
      		1.52%1.39%
      TeslaTesla (TSLA)
      		0.83%1.18%
      Vanguard Health Care ETFVanguard Health Care ETF (VHT)
      		1.29%1.11%
      PfizerPfizer (PFE)
      		0.85%0.82%
      FevertreeFevertree (FEVR.L)
      		0.82%0.77%
      DiageoDiageo (DGE.L)
      		0.82%0.76%
      EPREPR (EPR)
      		0.82%0.75%
      NVIDIANVIDIA (NVDA)
      		0.53%0.63%

      Cash Exposure Over Time

      Cash Exposure % Over Time