vjarjadian avatar

vjarjadian
🇬🇧 Income Investor.
8 copiers.

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
November 13, 2024
Lowest Cash
August 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
51 instruments
April 3, 2024
Least Diversified
0 instruments
February 2, 2025
Average
49.3 instruments

Most Consistent Holdings

Top 5

avatarIBM
99.89%
avatarKO
99.89%
avatarMMM
99.89%
avatarPFE
99.89%
avatarT
99.89%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 2, 2023
Lowest Exposure
November 13, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
49.85%
ETFs
13.65%
Utilities
6.15%
Consumer Non Durables
6.04%
Health Technology
5.75%

Top Countries

Top 5

🇺🇸United States
61.68%
🇬🇧United Kingdom
16.03%
🇨🇦Canada
7.91%
🇮🇱Israel
0.26%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
6%4.76%99.89%-
Realty IncomeRealty Income (O)
5.07%4.56%99.89%-
AbbVieAbbVie (ABBV)
4.3%6.18%99.89%-
STAGSTAG (STAG)
3.65%3%99.89%-
Omega HealthcareOmega Healthcare (OHI)
3.45%3.93%99.89%-
RBCRBC (RY)
3.44%4.63%99.89%-
BMO Commercial Property TrustBMO Commercial Property Trust (BCPT.L)
3.43%0%74.83%10/29/2024
NRZNRZ (RITM)
2.93%3.05%99.89%-
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
2.89%3.1%99.89%-
Coca-ColaCoca-Cola (KO)
2.88%3.13%99.89%-
AT&TAT&T (T)
2.79%4.22%99.89%-
VerizonVerizon (VZ)
2.79%3.84%99.89%-
Arbor RealtyArbor Realty (ABR)
2.7%2.44%99.89%-
ScotiabankScotiabank (BNS)
2.7%3.04%99.89%-
AGNCAGNC (AGNC)
2.68%1.94%99.89%-
Southern CoSouthern Co (SO)
2.63%3.32%99.89%-
IBMIBM (IBM)
2.63%3.37%99.89%-
Prospect CapitalProspect Capital (PSEC)
2.58%1.22%99.89%-
Hewlett Packard EnterpriseHewlett Packard Enterprise (HPE)
2.52%3.17%99.89%-
Invesco Preferred ETFInvesco Preferred ETF (PGX)
2.47%1.93%99.89%-
Iron MountainIron Mountain (IRM)
2.39%2.56%99.89%-
WP CareyWP Carey (WPC)
2.38%3.21%99.89%-
3M3M (MMM)
2.23%2.91%99.89%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
2.11%1.78%99.89%-
BPBP (BP.L)
2.06%1.44%99.89%-
Duke EnergyDuke Energy (DUK)
2.02%2.02%99.89%-
UnileverUnilever (ULVR.L)
1.83%1.91%99.89%-
EnbridgeEnbridge (ENB)
1.77%1.86%99.89%-
Medical Properties TrustMedical Properties Trust (MPW)
1.61%1.59%99.89%-
LTC PropertiesLTC Properties (LTC.US)
1.58%1.53%99.89%-
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
1.52%1.43%99.89%-
ARMOUR Residential REITARMOUR Residential REIT (ARR)
1.37%0.93%99.89%-
KellanovaKellanova (K)
1.25%1.23%99.89%-
PHPPHP (PHP.L)
1.23%1.18%99.89%-
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
1.21%1.07%99.89%-
Main Street CapitalMain Street Capital (MAIN)
1%1.44%99.89%-
SSESSE (SSE.L)
0.98%0.75%99.89%-
PfizerPfizer (PFE)
0.9%0.58%99.89%-
AdmiralAdmiral (ADM.L)
0.86%0.85%99.89%-
Sainsbury'sSainsbury's (SBRY.L)
0.85%0.71%99.89%-
Direct Line GroupDirect Line Group (DLG.L)
0.82%1.02%99.89%-
NYCBNYCB (FLG)
0.69%0.39%99.89%-
GSKGSK (GSK.L)
0.55%0.53%99.89%-
National GridNational Grid (NG.L)
0.52%0.43%99.89%-
SL GreenSL Green (SLG)
0.36%0.4%99.89%-
iShares Preferred & Income SeciShares Preferred & Income Sec (PFF)
0.34%0.38%99.89%-
ZIMZIM (ZIM)
0.26%0.22%99.89%-
SolventumSolventum (SOLV)
0.13%0.28%48.75%-
Kellogg'sKellogg's (KLG)
0.08%0.1%69.36%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.06%0%79.16%12/6/2024
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0.03%0.04%65.95%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AbbVieAbbVie (ABBV)
4.88%6.06%
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
6.03%5.45%
Realty IncomeRealty Income (O)
5.15%4.37%
Omega HealthcareOmega Healthcare (OHI)
3.44%4.13%
RBCRBC (RY)
3.38%4.11%
AT&TAT&T (T)
2.94%3.6%
VerizonVerizon (VZ)
3.76%3.54%
Southern CoSouthern Co (SO)
2.95%3.36%
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
4.18%3.3%
Arbor RealtyArbor Realty (ABR)
3.15%3.21%
NRZNRZ (RITM)
2.8%3.02%
STAGSTAG (STAG)
3.19%3%
IBMIBM (IBM)
1.81%3%
Coca-ColaCoca-Cola (KO)
2.76%2.97%
ScotiabankScotiabank (BNS)
3.01%2.93%
Hewlett Packard EnterpriseHewlett Packard Enterprise (HPE)
2%2.91%
Iron MountainIron Mountain (IRM)
1.36%2.87%
WP CareyWP Carey (WPC)
3.16%2.6%
3M3M (MMM)
2.53%2.29%
Invesco Preferred ETFInvesco Preferred ETF (PGX)
2.32%2.2%
AGNCAGNC (AGNC)
3.34%2.13%
Duke EnergyDuke Energy (DUK)
1.84%2.05%
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
1.7%1.97%
UnileverUnilever (ULVR.L)
1.61%1.87%
EnbridgeEnbridge (ENB)
1.7%1.85%
Prospect CapitalProspect Capital (PSEC)
2.9%1.7%
LTC PropertiesLTC Properties (LTC.US)
1.55%1.65%
Main Street CapitalMain Street Capital (MAIN)
1.11%1.6%
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
1.51%1.6%
BPBP (BP.L)
1.59%1.59%
Medical Properties TrustMedical Properties Trust (MPW)
2.94%1.35%
KellanovaKellanova (K)
1.02%1.33%
PHPPHP (PHP.L)
1.44%1.22%
ARMOUR Residential REITARMOUR Residential REIT (ARR)
2.18%1.16%
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
1.19%1.1%
Direct Line GroupDirect Line Group (DLG.L)
0.93%0.93%
Sainsbury'sSainsbury's (SBRY.L)
0.69%0.76%
SSESSE (SSE.L)
0.72%0.75%
AdmiralAdmiral (ADM.L)
0.89%0.75%
PfizerPfizer (PFE)
1.03%0.72%
GSKGSK (GSK.L)
0.54%0.47%
SL GreenSL Green (SLG)
0.23%0.46%
iShares Preferred & Income SeciShares Preferred & Income Sec (PFF)
0.42%0.43%
National GridNational Grid (NG.L)
0.42%0.43%
NYCBNYCB (FLG)
0.93%0.34%
ZIMZIM (ZIM)
0.53%0.29%
SolventumSolventum (SOLV)
0%0.27%
Kellogg'sKellogg's (KLG)
0.08%0.12%
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0.05%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments