welshpete avatar

welshpete
🇬🇧 Momentum Financial Services and Software Investor.
25 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
July 11, 2024
Lowest Cash
January 6, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
57 instruments
June 30, 2023
Least Diversified
36 instruments
January 18, 2025
Average
45.6 instruments

Most Consistent Holdings

Top 5

avatarAAPL
100%
avatarGOOG
100%
avatarMSFT
100%
avatarAMZN
100%
avatarDIS
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 6, 2024
Lowest Exposure
July 11, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
16.11%
Finance
13.45%
Transportation
13.21%
Consumer Services
11.48%
Electronic Technology
10.59%

Top Countries

Top 5

🇺🇸United States
55.58%
🇬🇧United Kingdom
24.65%
🇩🇪Germany
3.42%
🇨🇳China
2.92%
🇮🇪Ireland
1.9%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
easyJeteasyJet (EZJ.L)
5.62%2.34%100%-
InvestecInvestec (INVP.L)
4.33%5.08%100%-
Galliford TryGalliford Try (GFRD.L)
3.79%3.91%100%-
First SolarFirst Solar (FSLR)
3.68%3.35%100%-
AmazonAmazon (AMZN)
3.54%7.5%100%-
SnapchatSnapchat (SNAP)
3.51%12.74%81.18%-
IAGIAG (IAG.L)
3.16%0%91.52%12/4/2024
TescoTesco (TSCO.L)
2.85%1.75%99.03%-
Royal CaribbeanRoyal Caribbean (RCL)
2.77%1.32%100%-
BGC GroupBGC Group (BGC)
2.68%10.39%63.96%-
CarnivalCarnival (CCL)
2.56%0.94%96.2%-
AirbnbAirbnb (ABNB)
2.56%2.63%100%-
Lloyd'sLloyd's (LLOY.L)
2.56%4.04%100%-
FedExFedEx (FDX)
2.54%0%91.61%12/5/2024
MongoDBMongoDB (MDB)
2.52%2.54%71.2%-
EAEA (EA)
2.3%1.95%100%-
AMDAMD (AMD)
2.29%3.25%100%-
K+SK+S (SDF.DE)
2.02%2.28%98.23%-
NetflixNetflix (NFLX)
1.92%1.42%90.28%-
RyanairRyanair (RYAAY)
1.9%0%64.66%2/1/2024
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
1.89%0.56%100%-
PinterestPinterest (PINS)
1.84%1.28%100%-
AlphabetAlphabet (GOOG)
1.78%2.69%100%-
Plug PowerPlug Power (PLUG)
1.7%0.16%100%-
MerckMerck (MRK)
1.63%1.01%100%-
CitiCiti (C)
1.59%3.32%55.92%-
AppleApple (AAPL)
1.56%1.95%100%-
GlaxoSmithKlineGlaxoSmithKline (GSK)
1.31%3%63.78%-
MicrosoftMicrosoft (MSFT)
1.23%1.36%100%-
BAIC MotorBAIC Motor (1958.HK)
1.21%1.29%100%-
FerrariFerrari (RACE)
1.18%3.49%35.07%-
Siemens Gamesa Renewable Energy SASiemens Gamesa Renewable Energy SA (SGRE.MC)
1.17%0%33.39%2/6/2023
EssentEssent (ESNT)
1.13%1.79%66.43%-
SoFiSoFi (SOFI)
1.06%0%50.27%10/13/2023
FuelCell EnergyFuelCell Energy (FCEL)
0.98%0%70.67%12/10/2024
TeslaTesla (TSLA)
0.95%0.97%100%-
China Everbright EnvironmentChina Everbright Environment (00257.HK)
0.88%1.26%68.11%-
GreggsGreggs (GRG.L)
0.87%0%46.64%1/17/2025
TilrayTilray (TLRY)
0.85%0.24%100%-
DisneyDisney (DIS)
0.82%0.58%100%-
AMCAMC (AMC)
0.78%0%85.16%1/17/2025
AdidasAdidas (ADS.DE)
0.78%0%54.51%10/9/2023
Alteryx Inc.Alteryx Inc. (AYX)
0.77%0%68.9%3/21/2024
DongfengDongfeng (0489.HK)
0.76%0%65.81%2/14/2024
NioNio (NIO)
0.74%0%65.81%1/3/2025
TUI AGTUI AG (TUI.L)
0.62%0%14.66%6/16/2022
WayfairWayfair (W.US)
0.6%0%12.19%8/1/2024
CaterpillarCaterpillar (CAT)
0.53%1.36%26.33%-
iRobotiRobot (IRBT)
0.47%0%38.52%4/26/2024
ToughBuiltToughBuilt (TBLT)
0.43%0%38.69%2/12/2024
RobloxRoblox (RBLX)
0.41%0%25.35%11/8/2023
HeinekenHeineken (HEIO.NV)
0.41%0%47.44%12/3/2024
HydrofarmHydrofarm (HYFM)
0.4%0%67.23%1/3/2025
StellarStellar (XLM)
0.36%0%36.22%3/10/2023
EnphaseEnphase (ENPH)
0.34%0%48.94%6/24/2024
EthereumEthereum (ETH)
0.33%0%48.41%7/28/2023
WixWix (WIX)
0.31%0%21.55%9/9/2022
CrocsCrocs (CROX)
0.29%2.9%10.87%-
CardanoCardano (ADA)
0.28%0%31.8%1/18/2023
ZEPP HealthZEPP Health (ZEPP)
0.21%0%65.64%2/12/2024
DogecoinDogecoin (DOGE)
0.2%0%31.8%1/18/2023
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.2%0%13.25%9/14/2023
Kinross GoldKinross Gold (KGC)
0.18%0%23.32%10/9/2023
ZoomZoom (ZM)
0.15%1.48%8.57%-
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0.13%1.76%4.24%-
OcadoOcado (OCDO.L)
0.11%0%19.35%8/10/2022
HeinekenHeineken (HEIA.NV)
0.11%0%10.87%10/13/2023
BlackBerryBlackBerry (BB)
0.1%0%11.4%5/10/2022
CoinbaseCoinbase (COIN)
0.09%0%12.28%7/28/2023
ChargePointChargePoint (CHPT)
0.07%0%11.48%1/10/2023
AMC prefAMC pref (APE.US)
0.06%0%29.59%8/14/2023
HTG Molecular Diagnostics IncHTG Molecular Diagnostics Inc (HTGMQ)
0.06%0%32.42%8/20/2024
PelotonPeloton (PTON)
0.06%0%1.77%1/20/2022
ASOSASOS (ASC.L)
0.04%0%2.47%6/8/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.04%0%2.47%3/8/2023
Coca-ColaCoca-Cola (KO)
0.04%0%2.56%7/28/2023
UiPathUiPath (PATH)
0.04%0%6.36%3/14/2022
SilverGateSilverGate (SICPQ)
0.03%0%0.44%12/12/2022
FerrexpoFerrexpo (FXPO.L)
0.03%0%1.86%1/21/2022
GarminGarmin (GRMN)
0.03%0%1.94%2/21/2024
GameStopGameStop (GME)
0.02%0%1.33%1/3/2024
ARMARM (ARM)
0.01%0%0.44%2/12/2024
Domino'sDomino's (DPZ)
0.01%0%0.27%7/22/2022
BarrattBarratt (BTRW.L)
0.01%0%0.18%1/13/2023
Q2Q2 (QTWO)
0.01%0%0.18%10/6/2022
MetaMeta (META)
0%0%0.09%7/26/2022
AsensusAsensus (ASXC)
0%0%0.53%1/6/2022
AsanaAsana (ASAN)
0%0%0.09%9/9/2022
Bed Bath & Beyond IncBed Bath & Beyond Inc (BBBYQ)
0%0%0.09%8/17/2022
NVIDIANVIDIA (NVDA)
0%0%0.09%1/26/2022

Exposure over time

Exposure by Sector

  • Technology Services
  • Finance
  • Transportation
  • Consumer Services
  • Electronic Technology
  • Retail Trade
  • Other

Exposure by Country

  • United States
  • United Kingdom
  • Germany
  • China
  • Ireland
  • Bermuda
  • Other

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SnapchatSnapchat (SNAP)
10.86%8.77%
BGC GroupBGC Group (BGC)
9.05%8.63%
AmazonAmazon (AMZN)
4.83%7.47%
First SolarFirst Solar (FSLR)
4.83%3.84%
InvestecInvestec (INVP.L)
3.62%3.7%
CrocsCrocs (CROX)
3.62%3.66%
AMDAMD (AMD)
4.83%3.54%
Galliford TryGalliford Try (GFRD.L)
1.61%3.5%
FerrariFerrari (RACE)
3.62%3.4%
CitiCiti (C)
2.41%3%
MongoDBMongoDB (MDB)
4.83%2.85%
Lloyd'sLloyd's (LLOY.L)
2.66%2.81%
AlphabetAlphabet (GOOG)
1.45%2.64%
ZoomZoom (ZM)
2.41%2.56%
CaterpillarCaterpillar (CAT)
2.41%2.51%
easyJeteasyJet (EZJ.L)
1.61%2.38%
AirbnbAirbnb (ABNB)
2.41%2.33%
GlaxoSmithKlineGlaxoSmithKline (GSK)
2.41%2.29%
GreggsGreggs (GRG.L)
1.79%1.98%
EAEA (EA)
1.61%1.84%
AppleApple (AAPL)
0.84%1.84%
K+SK+S (SDF.DE)
2.13%1.61%
EssentEssent (ESNT)
1.21%1.56%
TescoTesco (TSCO.L)
1.21%1.53%
China Everbright EnvironmentChina Everbright Environment (00257.HK)
1.21%1.37%
TeslaTesla (TSLA)
0.61%1.35%
MicrosoftMicrosoft (MSFT)
0.64%1.32%
NetflixNetflix (NFLX)
0.52%1.29%
Royal CaribbeanRoyal Caribbean (RCL)
1.21%1.28%
BAIC MotorBAIC Motor (1958.HK)
1.21%1.1%
CarnivalCarnival (CCL)
0.6%1.02%
PinterestPinterest (PINS)
1.21%0.98%
MerckMerck (MRK)
0.78%0.96%
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
0.48%0.65%
DisneyDisney (DIS)
0.8%0.55%
NioNio (NIO)
1.21%0.44%
TilrayTilray (TLRY)
1.21%0.41%
HydrofarmHydrofarm (HYFM)
1.21%0.27%
Plug PowerPlug Power (PLUG)
1.21%0.18%
AMCAMC (AMC)
1.21%0.13%

Cash Exposure Over Time

Cash Exposure % Over Time