ryanbirdsey0 avatar

ryanbirdsey0
🇬🇧 Investor.

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
May 23, 2024
Lowest Cash
January 26, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
73 instruments
May 31, 2023
Least Diversified
0 instruments
May 23, 2024
Average
39.3 instruments

Most Consistent Holdings

Top 5

avatarBK
73.21%
avatarRGA
65.44%
avatarEPRT
59%
avatarCUZ
57.98%
avatarUNM
54.09%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 26, 2023
Lowest Exposure
May 23, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
28.69%
Energy Minerals
11.72%
Producer Manufacturing
8.78%
Electronic Technology
6.4%
Consumer Durables
3.35%

Top Countries

Top 5

🇺🇸United States
72.61%
🇨🇦Canada
1.57%
🇧🇲Bermuda
1.07%
🇨🇭Switzerland
0.93%
🇳🇱Netherlands
0.23%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Essential PropertiesEssential Properties (EPRT)
2.17%0%59%11/4/2024
CaterpillarCaterpillar (CAT)
2.17%0%51.02%5/22/2024
TerexTerex (TEX)
1.92%0%51.02%5/22/2024
Marathon PetroleumMarathon Petroleum (MPC)
1.9%0%48.06%5/22/2024
RGARGA (RGA)
1.83%0%65.44%4/23/2025
BroadcomBroadcom (AVGO)
1.82%0%36.09%5/22/2024
Host HotelsHost Hotels (HST)
1.79%0%43.76%11/4/2024
Wells FargoWells Fargo (WFC)
1.66%0%48.57%4/23/2025
JabilJabil (JBL)
1.61%0%30.37%5/22/2024
ValeroValero (VLO)
1.57%0%51.02%5/22/2024
IIPRIIPR (IIPR)
1.51%0%30.37%5/22/2024
Cousins PropertiesCousins Properties (CUZ)
1.41%0%57.98%4/23/2025
Cardinal HealthCardinal Health (CAH)
1.32%0%30.37%5/22/2024
Powell IndustriesPowell Industries (POWL)
1.3%0%46.52%4/23/2025
SynchronySynchrony (SYF)
1.27%0%36.61%4/23/2025
ComcastComcast (CMCSA)
1.25%0%36.09%5/22/2024
Park HotelsPark Hotels (PK)
1.24%0%30.37%5/22/2024
CheniereCheniere (LNG)
1.18%0%50.41%4/23/2025
InterDigitalInterDigital (IDCC)
1.15%0%36.09%5/22/2024
PaccarPaccar (PCAR)
1.08%0%46.52%5/22/2024
Phillips 66Phillips 66 (PSX)
1.08%0%51.02%5/22/2024
HF SinclairHF Sinclair (DINO)
1.07%0%51.02%5/22/2024
NRG EnergyNRG Energy (NRG)
1%0%30.67%4/23/2025
First CitizensFirst Citizens (FCNCA)
0.98%0%48.57%4/23/2025
ChevronChevron (CVX)
0.98%0%30.27%10/31/2023
ArganArgan (AGX)
0.95%0%27.61%4/23/2025
ProgressiveProgressive (PGR)
0.95%0%24.64%4/23/2025
Capital OneCapital One (COF)
0.93%0%32.62%4/23/2025
CoterraCoterra (CTRA)
0.88%0%30.16%10/30/2023
Parker-HannifinParker-Hannifin (PH)
0.85%0%28.73%11/4/2024
MGICMGIC (MTG)
0.83%0%48.06%5/22/2024
Devon EnergyDevon Energy (DVN)
0.83%0%23.52%8/23/2023
American ExpressAmerican Express (AXP)
0.81%0%24.64%4/23/2025
VICI PropertiesVICI Properties (VICI)
0.79%0%45.6%5/22/2024
EPREPR (EPR)
0.78%0%36.09%5/22/2024
ChubbChubb (CB)
0.77%0%51.02%5/22/2024
SylvamoSylvamo (SLVM)
0.77%0%24.44%2/24/2025
Kite RealtyKite Realty (KRG)
0.76%0%43.66%3/11/2024
MicrochipMicrochip (MCHP)
0.67%0%31.19%11/9/2023
AllstateAllstate (ALL)
0.67%0%29.55%4/23/2025
CenovusCenovus (CVE)
0.66%0%25.26%9/11/2023
Toll BrothersToll Brothers (TOL)
0.63%0%13.39%11/4/2024
Encore Wire CorporationEncore Wire Corporation (WIRE)
0.63%0%20.76%7/26/2023
UnumUnum (UNM)
0.62%0%54.09%4/23/2025
PulteGroupPulteGroup (PHM)
0.6%0%13.39%11/4/2024
Meritage HomesMeritage Homes (MTH)
0.59%0%13.39%11/4/2024
KB HomeKB Home (KBH)
0.59%0%13.39%11/4/2024
BNY MellonBNY Mellon (BK)
0.59%0%73.21%4/23/2025
Hci GroupHci Group (HCI)
0.58%0%16.36%4/23/2025
SuncorSuncor (SU)
0.56%0%25.26%9/11/2023
CabotCabot (CBT)
0.55%0%13.39%11/4/2024
SeagateSeagate (STX.US)
0.52%0%13.39%11/4/2024
TD SynnexTD Synnex (SNX.US)
0.51%0%13.39%11/4/2024
UbiquitiUbiquiti (UI)
0.5%0%13.7%4/23/2025
VistraVistra (VST)
0.5%0%20.76%5/22/2024
HoneywellHoneywell (HON)
0.5%0%13.39%11/4/2024
McKessonMcKesson (MCK)
0.49%0%48.36%4/23/2025
CareTrust REITCareTrust REIT (CTRE)
0.47%0%14.72%4/23/2025
SM EnergySM Energy (SM)
0.46%0%13.39%11/4/2024
PNCPNC (PNC)
0.44%0%18.4%4/23/2025
TravelersTravelers (TRV)
0.42%0%30.27%4/23/2025
Graphic PackagingGraphic Packaging (GPK)
0.42%0%35.48%3/11/2024
UHSUHS (UHS)
0.4%0%21.27%4/23/2025
AmkorAmkor (AMKR)
0.4%0%21.37%8/1/2023
Summit Hotel PropertiesSummit Hotel Properties (INN)
0.38%0%24.64%4/23/2025
STAGSTAG (STAG)
0.38%0%45.81%4/25/2024
Kilroy RealtyKilroy Realty (KRC)
0.36%0%14.72%4/23/2025
MerckMerck (MRK)
0.35%0%20.76%7/26/2023
T-MobileT-Mobile (TMUS)
0.35%0%14.72%4/23/2025
TeckTeck (TECK)
0.35%0%20.76%7/26/2023
EverestEverest (EG)
0.34%0%27.3%5/22/2024
ConocoPhillipsConocoPhillips (COP)
0.34%0%20.76%7/26/2023
AndersonsAndersons (ANDE)
0.34%0%46.83%5/22/2024
OshkoshOshkosh (OSK)
0.33%0%27.3%5/22/2024
MicronMicron (MU)
0.32%0%24.64%4/23/2025
EOG ResourcesEOG Resources (EOG)
0.31%0%20.76%7/26/2023
D.R. HortonD.R. Horton (DHI)
0.31%0%24.64%4/23/2025
Dick'sDick's (DKS)
0.3%0%24.64%4/23/2025
Life Storage IncLife Storage Inc (LSI)
0.3%0%12.37%7/24/2023
Marathon OilMarathon Oil (MRO)
0.29%0%19.22%7/11/2023
APAAPA (APA)
0.28%0%20.76%7/26/2023
GraniteGranite (GVA)
0.28%0%29.55%11/17/2023
CumminsCummins (CMI)
0.28%0%25.26%9/11/2023
NucorNucor (NUE)
0.28%0%20.76%7/26/2023
State StreetState Street (STT)
0.27%0%37.83%4/15/2025
RenaissanceReRenaissanceRe (RNR)
0.27%0%31.39%2/6/2025
EmcorEmcor (EME)
0.26%0%18.4%4/23/2025
Regency CentersRegency Centers (REG)
0.26%0%28.73%11/9/2023
DHT HoldingsDHT Holdings (DHT)
0.25%0%32.72%2/12/2024
AvnetAvnet (AVT)
0.25%0%25.26%9/11/2023
MosaicMosaic (MOS)
0.25%0%25.26%9/11/2023
HalliburtonHalliburton (HAL)
0.25%0%20.76%7/26/2023
AflacAflac (AFL)
0.25%0%20.76%7/26/2023
Gilead SciencesGilead Sciences (GILD)
0.23%0%15.85%5/22/2024
NXPNXP (NXPI)
0.23%0%27.3%5/22/2024
KrogerKroger (KR)
0.23%0%36.91%4/25/2024
Pioneer Natural Resources CompanyPioneer Natural Resources Company (PXD)
0.22%0%20.65%7/25/2023
Korn FerryKorn Ferry (KFY)
0.21%0%27.61%4/23/2025
EmersonEmerson (EMR)
0.21%0%27.3%5/22/2024
C.H. RobinsonC.H. Robinson (CHRW)
0.21%0%25.26%9/11/2023
CignaCigna (CI)
0.2%0%35.89%4/23/2025
Clearway EnergyClearway Energy (CWEN)
0.2%0%21.37%8/1/2023
Star BulkStar Bulk (SBLK)
0.2%0%25.26%9/11/2023
SPDR GoldSPDR Gold (GLD)
0.19%0%1.64%4/23/2025
Steel DynamicsSteel Dynamics (STLD)
0.17%0%20.76%7/26/2023
Reliance SteelReliance Steel (RS)
0.16%0%16.16%8/31/2023
Arch ResourcesArch Resources (ARCH)
0.16%0%12.07%5/22/2024
UBSUBS (UBS)
0.16%0%27.61%4/23/2025
VertivVertiv (VRT)
0.16%0%22.6%5/22/2024
SunstoneSunstone (SHO)
0.16%0%27.61%4/23/2025
LennarLennar (LEN)
0.15%0%20.76%7/26/2023
EssentEssent (ESNT)
0.15%0%25.26%9/11/2023
WinnebagoWinnebago (WGO)
0.15%0%25.26%9/11/2023
Mueller IndustriesMueller Industries (MLI)
0.15%0%14.11%4/23/2025
HumanaHumana (HUM)
0.15%0%25.26%9/11/2023
Apple HospitalityApple Hospitality (APLE)
0.14%0%25.26%9/11/2023
Analog DevicesAnalog Devices (ADI)
0.14%0%20.76%7/26/2023
ExxonMobilExxonMobil (XOM)
0.14%0%21.37%8/1/2023
RadianRadian (RDN)
0.13%0%20.76%7/26/2023
Murphy OilMurphy Oil (MUR)
0.13%0%20.76%7/26/2023
EnerSysEnerSys (ENS.US)
0.12%0%33.33%4/25/2024
OmnicomOmnicom (OMC)
0.12%0%32.31%3/11/2024
Interpublic GroupInterpublic Group (IPG)
0.12%0%32.31%3/11/2024
CubeSmartCubeSmart (CUBE)
0.12%0%26.58%11/17/2023
Spirit Realty Capital IncSpirit Realty Capital Inc (SRC)
0.11%0%26.58%11/17/2023
The HartfordThe Hartford (HIG)
0.11%0%11.96%5/22/2024
GreenbrierGreenbrier (GBX.US)
0.11%0%14.11%4/23/2025
Comfort Systems USAComfort Systems USA (FIX)
0.11%0%18.71%4/23/2025
SQMSQM (SQM)
0.1%0%26.58%11/17/2023
Carpenter TechnologyCarpenter Technology (CRS)
0.1%0%11.96%11/20/2024
Warrior Met CoalWarrior Met Coal (HCC)
0.09%0%11.96%5/22/2024
Orion Office REITOrion Office REIT (ONL)
0.09%0%18.71%4/23/2025
ImmersionImmersion (IMMR)
0.09%0%27.61%4/23/2025
EntergyEntergy (ETR)
0.08%0%7.67%4/23/2025
Morgan StanleyMorgan Stanley (MS)
0.07%0%5.83%4/23/2025
DiamondRock HospitalityDiamondRock Hospitality (DRH)
0.07%0%7.67%4/23/2025
PrimericaPrimerica (PRI)
0.06%0%5.83%4/23/2025
GenpactGenpact (G)
0.05%0%5.83%4/23/2025
Artisan PartnersArtisan Partners (APAM)
0.05%0%17.08%10/13/2023
DiscoverDiscover (DFS)
0.05%0%5.83%4/23/2025
Northern TrustNorthern Trust (NTRS)
0.05%0%5.83%4/23/2025
LeidosLeidos (LDOS)
0.05%0%5.93%5/22/2024
Store Capital Corp.Store Capital Corp. (STOR)
0.05%0%3.58%2/6/2023
RMRRMR (RMR)
0.04%0%5.93%5/22/2024
PrudentialPrudential (PRU)
0.04%0%5.93%5/22/2024
DeltaDelta (DAL)
0.04%0%5.83%4/23/2025
NJRNJR (NJR)
0.04%0%8.79%7/20/2023
MoelisMoelis (MC)
0.04%0%5.01%4/15/2025
Philip MorrisPhilip Morris (PM)
0.03%0%2.97%4/23/2025
GCMGCM (GCMG)
0.02%0%2.97%4/23/2025
Johnson ControlsJohnson Controls (JCI)
0.02%0%2.97%4/23/2025
Apogee EnterprisesApogee Enterprises (APOG)
0.01%0%8.28%5/22/2024
AzzAzz (AZZ)
0.01%0%2.76%5/22/2024
SAICSAIC (SAIC)
0.01%0%8.28%5/22/2024
QualcommQualcomm (QCOM)
0%0%4.09%5/22/2024
Owens CorningOwens Corning (OC)
0%0%1.64%5/22/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Capital OneCapital One (COF)
7.68%7.44%
UbiquitiUbiquiti (UI)
6.29%6.47%
AllstateAllstate (ALL)
5.88%5.9%
Wells FargoWells Fargo (WFC)
5.72%5.88%
ArganArgan (AGX)
4.61%5.76%
ProgressiveProgressive (PGR)
5.54%5.48%
Powell IndustriesPowell Industries (POWL)
6.12%5.36%
American ExpressAmerican Express (AXP)
4.38%5.06%
CareTrust REITCareTrust REIT (CTRE)
4.9%4.55%
SylvamoSylvamo (SLVM)
4.3%4.27%
SynchronySynchrony (SYF)
3.44%4.09%
Kilroy RealtyKilroy Realty (KRC)
3.9%3.83%
T-MobileT-Mobile (TMUS)
4.17%3.81%
PNCPNC (PNC)
3.62%3.55%
NRG EnergyNRG Energy (NRG)
2.44%2.67%
TravelersTravelers (TRV)
2.79%2.66%
UHSUHS (UHS)
3.22%2.58%
CheniereCheniere (LNG)
1.72%2.06%
EmcorEmcor (EME)
1.74%1.81%
Summit Hotel PropertiesSummit Hotel Properties (INN)
1.72%1.74%
Dick'sDick's (DKS)
1.72%1.69%
MicronMicron (MU)
1.72%1.44%
D.R. HortonD.R. Horton (DHI)
1.83%1.39%
Cousins PropertiesCousins Properties (CUZ)
1%1.05%
RGARGA (RGA)
1%1%
RenaissanceReRenaissanceRe (RNR)
1%0.97%
BNY MellonBNY Mellon (BK)
0.67%0.81%
Korn FerryKorn Ferry (KFY)
0.83%0.8%
State StreetState Street (STT)
0.67%0.8%
SunstoneSunstone (SHO)
0.67%0.77%
Comfort Systems USAComfort Systems USA (FIX)
0.71%0.73%
First CitizensFirst Citizens (FCNCA)
0.71%0.71%
UBSUBS (UBS)
0.67%0.69%
McKessonMcKesson (MCK)
0.67%0.65%
Orion Office REITOrion Office REIT (ONL)
0.71%0.63%
CignaCigna (CI)
0.67%0.54%
ImmersionImmersion (IMMR)
0.56%0.37%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments