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samragowa
🇩🇪 Financial Services and ETF Investor.
1 copier.

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
February 29, 2024
Lowest Cash
May 18, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
38 instruments
February 6, 2025
Least Diversified
7 instruments
February 2, 2023
Average
16.5 instruments

Most Consistent Holdings

Top 5

avatarAGNC
100%
avatarGLP
83.16%
avatarUNIT
83.16%
avatarNLY
83.16%
avatarO
75.32%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 18, 2023
Lowest Exposure
February 29, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
27.13%
Energy Minerals
7.82%
Industrial Services
4.98%
Electronic Technology
4.91%
Distribution Services
4.06%

Top Countries

Top 5

🇺🇸United States
55.72%
🇨🇦Canada
1.73%
🇧🇷Brazil
0.28%
🇧🇲Bermuda
0.1%
🇬🇷Greece
0.09%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Private-EquityPrivate-Equity
11.94%12.01%79.49%-
AGNCAGNC (AGNC)
11.81%5.42%100%-
Icahn EnterprisesIcahn Enterprises (IEP)
7.82%0%63.92%10/10/2024
DividendGrowthDividendGrowth
7.16%6.53%61.27%-
AMDAMD (AMD)
4.66%0%38.61%11/9/2023
Core-DynamicCore-Dynamic
4.58%11.15%40.25%-
U-optimizeU-optimize
4.46%0%32.15%2/28/2024
Global PartnersGlobal Partners (GLP)
4.06%3.24%83.16%-
UnitiUniti (UNIT)
3.85%1.44%83.16%-
RealEstateTrustsRealEstateTrusts
2.8%5.28%33.67%-
JefferiesJefferies (JEF)
2.28%2.05%66.96%-
AnnalyAnnaly (NLY)
2.26%1.41%83.16%-
Medical Properties TrustMedical Properties Trust (MPW)
2.08%0%63.92%10/10/2024
AirbnbAirbnb (ABNB)
1.94%0%16.84%5/17/2023
Energy TransferEnergy Transfer (ET)
1.92%2.42%47.22%-
Realty IncomeRealty Income (O)
1.83%1.26%75.32%-
EnbridgeEnbridge (ENB)
1.73%2.31%47.22%-
Ares CapitalAres Capital (ARCC)
1.69%1.21%75.32%-
PayPalPayPal (PYPL)
1.57%0%16.84%5/17/2023
Lam ResearchLam Research (LRCX)
1.5%0%24.18%7/14/2023
MobilePaymentsMobilePayments
1.41%5.09%19.24%-
Enterprise ProductsEnterprise Products (EPD)
1.32%1.81%47.22%-
NRG EnergyNRG Energy (NRG)
1.02%3.66%46.33%-
ARK Innovation ETFARK Innovation ETF (ARKK)
0.97%0%16.84%5/17/2023
BitcoinBitcoin (BTC)
0.95%0%11.52%4/12/2024
MDC Holdings IncMDC Holdings Inc (MDC)
0.91%0%34.94%4/24/2024
Digital TurbineDigital Turbine (APPS)
0.56%0%16.84%5/17/2023
HCAHCA (HCA)
0.52%0%13.92%11/9/2023
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.49%3.79%15.06%-
ETFMG Alternative Harvest ETFETFMG Alternative Harvest ETF (MJ)
0.46%2.03%15.06%-
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
0.4%2.26%15.06%-
ValeVale (VALE)
0.28%1.7%16.58%-
iShares High Yield Corp Bond ESG UCITS ETFiShares High Yield Corp Bond ESG UCITS ETF (UEEF.DE)
0.27%1.43%15.82%-
WeyerhaeuserWeyerhaeuser (WY)
0.2%1.15%16.58%-
ViatrisViatris (VTRS)
0.18%1.03%6.33%-
GenworthGenworth (GNW)
0.16%0.7%16.58%-
OGE EnergyOGE Energy (OGE)
0.14%2.39%6.2%-
ARIARI (ARI)
0.14%0.62%19.24%-
Blackstone Mortgage TrustBlackstone Mortgage Trust (BXMT)
0.14%0.62%19.24%-
Orchid IslandOrchid Island (ORC)
0.14%0.58%19.24%-
Ellington FinancialEllington Financial (EFC)
0.13%0.58%19.24%-
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.13%0.52%19.24%-
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.13%0%3.8%2/1/2023
VICI PropertiesVICI Properties (VICI)
0.13%0.55%19.24%-
NVIDIANVIDIA (NVDA)
0.13%2.31%5.32%-
SemtechSemtech (SMTC)
0.13%2.38%5.44%-
KKRKKR (KKR)
0.12%2.34%4.43%-
TeslaTesla (TSLA)
0.11%0%1.9%10/25/2024
Golden OceanGolden Ocean (GOGL.US)
0.1%1.96%5.32%-
Star BulkStar Bulk (SBLK)
0.09%2.04%5.32%-
International SeawaysInternational Seaways (INSW)
0.09%1.81%5.32%-
Crown CastleCrown Castle (CCI)
0.05%0.27%16.58%-
iShares V PLC - iShares J.P. Morgan EM Corp Bond UCITS ETFiShares V PLC - iShares J.P. Morgan EM Corp Bond UCITS ETF (IS0Q.DE)
0.05%0%3.42%12/3/2024
iShares USD Treasury Bond 1-3yr UCITS ETFiShares USD Treasury Bond 1-3yr UCITS ETF (IUSU.DE)
0.05%0%3.42%12/3/2024
iShares Short Duration High Yield Corp Bond UCITS ETFiShares Short Duration High Yield Corp Bond UCITS ETF (IS3K.DE)
0.05%0%3.42%12/3/2024
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
0.05%0%3.42%12/3/2024
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.01%0%0.76%6/15/2023

Exposure over time

Exposure by Sector

  • Copy Trading
  • Finance
  • Energy Minerals
  • Industrial Services
  • Electronic Technology
  • Distribution Services
  • Other

Exposure by Country

  • United States
  • Canada
  • Brazil
  • Bermuda
  • Greece

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Private-EquityPrivate-Equity
12.3%15.29%
Core-DynamicCore-Dynamic
11.68%11.89%
DividendGrowthDividendGrowth
8.3%8.54%
MobilePaymentsMobilePayments
7.66%7.76%
RealEstateTrustsRealEstateTrusts
7.52%6.99%
AGNCAGNC (AGNC)
9.98%6.6%
Global PartnersGlobal Partners (GLP)
2.63%3.81%
Energy TransferEnergy Transfer (ET)
2.86%3.71%
ETFMG Alternative Harvest ETFETFMG Alternative Harvest ETF (MJ)
4.29%3.61%
EnbridgeEnbridge (ENB)
2.6%3.1%
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
3.27%3.01%
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
3.08%2.93%
Enterprise ProductsEnterprise Products (EPD)
2.07%2.29%
ValeVale (VALE)
2.59%2.2%
UnitiUniti (UNIT)
1.92%2.14%
iShares High Yield Corp Bond ESG UCITS ETFiShares High Yield Corp Bond ESG UCITS ETF (UEEF.DE)
1.98%1.91%
AnnalyAnnaly (NLY)
1.71%1.61%
Ares CapitalAres Capital (ARCC)
1.48%1.6%
Realty IncomeRealty Income (O)
1.84%1.56%
WeyerhaeuserWeyerhaeuser (WY)
1.69%1.45%
NRG EnergyNRG Energy (NRG)
1.34%1.32%
JefferiesJefferies (JEF)
0.97%1.15%
GenworthGenworth (GNW)
1.03%1.02%
ARIARI (ARI)
0.75%0.73%
Orchid IslandOrchid Island (ORC)
0.75%0.73%
Blackstone Mortgage TrustBlackstone Mortgage Trust (BXMT)
0.75%0.72%
Ellington FinancialEllington Financial (EFC)
0.75%0.71%
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.75%0.7%
VICI PropertiesVICI Properties (VICI)
0.75%0.66%
Crown CastleCrown Castle (CCI)
0.41%0.33%

Cash Exposure Over Time

Cash Exposure % Over Time