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trade_mate
🇬🇧 Consumable Goods and Financial Services Investor.
8 copiers.

Cash Allocation

Range

Highest Cash
July 12, 2024
Lowest Cash
January 4, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
5 instruments
January 4, 2025
Least Diversified
0 instruments
July 12, 2024
Average
2.5 instruments

Most Consistent Holdings

Top 5

avatarLPLA.US
85.37%
avatarBBWI
64.88%
avatarHSY
40.98%
avatarCELH
27.8%
avatarHUM
14.15%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 4, 2025
Lowest Exposure
July 12, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
23%
Consumer Non Durables
19.56%
Retail Trade
14.76%
Health Services
2.89%
Consumer Durables
2.55%

Top Countries

Top 5

🇺🇸United States
62.22%
🇳🇱Netherlands
2.55%

Number of Instruments

Holdings over time

(Since July 12, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
LPL FinancialLPL Financial (LPLA.US)
23%0%85.37%2/1/2025
Bath & Body WorksBath & Body Works (BBWI)
14.76%0%64.88%2/1/2025
HersheyHershey (HSY)
13.82%0%40.98%10/4/2024
CelsiusCelsius (CELH)
5.73%0%27.8%1/22/2025
HumanaHumana (HUM)
2.89%0%14.15%2/1/2025
StellantisStellantis (STLA.US)
2.55%0%11.22%11/19/2024
MicrochipMicrochip (MCHP)
1.93%0%9.27%1/24/2025
CelaneseCelanese (CE)
0.08%0%0.49%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Bath & Body WorksBath & Body Works (BBWI)
      		20.94%24.13%
      MicrochipMicrochip (MCHP)
      		25.38%21.78%
      LPL FinancialLPL Financial (LPLA.US)
      		12.48%18.13%

      Cash Exposure Over Time

      Cash Exposure % Over Time