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yannkoukoulis
🇧🇪 Income Software and Financial Services 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 21, 2023
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
47 instruments
January 13, 2023
Least Diversified
33 instruments
February 22, 2025
Average
41 instruments

Most Consistent Holdings

Top 5

avatarMMM
100%
avatarT
100%
avatarADBE
100%
avatarAGNC
100%
avatarLMND
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 2, 2023
Lowest Exposure
February 21, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
52.59%
Technology Services
17.29%
Consumer Services
5.42%
Transportation
3.8%
Retail Trade
3.76%

Top Countries

Top 5

🇺🇸United States
91.36%
🇨🇦Canada
2.29%
🇨🇳China
1.14%
🇳🇱Netherlands
0.76%
🇫🇷France
0.62%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
17.69%9.56%100%-
WP CareyWP Carey (WPC)
13.32%18.27%100%-
Ares CapitalAres Capital (ARCC)
8.25%2.26%100%-
AlphabetAlphabet (GOOG)
5.21%14.38%95.31%-
S&P GlobalS&P Global (SPGI)
4.36%7.48%74.86%-
StarbucksStarbucks (SBUX)
4.29%0%49.94%2/4/2025
AdobeAdobe (ADBE)
4.03%5.85%100%-
MicrosoftMicrosoft (MSFT)
3.23%7.56%98.77%-
AmazonAmazon (AMZN)
3%3.49%66.26%-
AGNCAGNC (AGNC)
2.99%0.51%100%-
Main Street CapitalMain Street Capital (MAIN)
2.73%0%80%12/27/2024
Canadian PacificCanadian Pacific (CP)
2.26%9.52%26.48%-
PepsiCoPepsiCo (PEP)
1.67%3.56%25.14%-
OccidentalOccidental (OXY)
1.64%5.6%31.17%-
Union PacificUnion Pacific (UNP)
1.54%0%73.63%10/31/2024
AT&TAT&T (T)
1.51%0.22%100%-
PfizerPfizer (PFE)
1.41%0.35%94.19%-
3M3M (MMM)
1.35%0.41%100%-
Medical Properties TrustMedical Properties Trust (MPW)
1.3%0.18%100%-
Franklin ResourcesFranklin Resources (BEN)
1.26%0.34%100%-
STAGSTAG (STAG)
1.24%0%73.52%10/30/2024
Omega HealthcareOmega Healthcare (OHI)
1.02%0%44.92%2/14/2024
Leggett & PlattLeggett & Platt (LEG)
0.85%0.06%100%-
PayPalPayPal (PYPL)
0.84%4.96%43.46%-
VisaVisa (V)
0.82%0%21.9%12/12/2024
ASMLASML (ASML)
0.76%4.12%28.16%-
AlibabaAlibaba (BABA)
0.68%0.1%100%-
LTC PropertiesLTC Properties (LTC.US)
0.56%0%73.52%10/30/2024
Domino'sDomino's (DPZ)
0.55%0%42.57%1/27/2025
VerizonVerizon (VZ)
0.51%0%42.57%1/24/2024
AltriaAltria (MO)
0.51%0%42.79%10/31/2024
NioNio (NIO)
0.46%0.04%100%-
TotalEnergiesTotalEnergies (TTE.PA)
0.42%0%65.14%4/24/2025
DisneyDisney (DIS)
0.4%0%44.25%2/8/2024
Rio TintoRio Tinto (RIO)
0.37%0.07%100%-
Hercules CapitalHercules Capital (HTGC)
0.36%0%23.58%8/3/2023
NYMTNYMT (NYMT)
0.33%0.04%100%-
TUI AGTUI AG (TUI.L)
0.31%0%61.79%7/16/2024
MetaMeta (META)
0.3%0%19.33%6/26/2023
Arbor RealtyArbor Realty (ABR)
0.29%0%22.91%7/28/2023
LemonadeLemonade (LMND)
0.27%0.13%100%-
VF CorpVF Corp (VFC)
0.25%0%79.22%1/28/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.21%0%54.86%2/21/2025
Estee LauderEstee Lauder (EL)
0.19%0.03%86.59%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.18%0.03%100%-
NetflixNetflix (NFLX)
0.17%0%16.65%6/2/2023
XRPXRP (XRP)
0.15%0.1%100%-
TRONTRON (TRX)
0.14%0.05%100%-
LumenLumen (LUMN)
0.12%0.03%100%-
SL GreenSL Green (SLG)
0.1%0%46.59%2/29/2024
KellanovaKellanova (K)
0.09%0%73.52%10/30/2024
WalgreensWalgreens (WBA)
0.08%0.01%100%-
AbbVieAbbVie (ABBV)
0.08%0.02%100%-
OrangeOrange (ORA.PA)
0.08%0%5.14%2/17/2023
Beyond MeatBeyond Meat (BYND)
0.07%0%86.93%2/27/2025
LVMHLVMH (MC.PA)
0.07%0.65%2.91%-
AppleApple (AAPL)
0.06%0%13.52%1/18/2024
VeoliaVeolia (VIE.PA)
0.05%0%5.47%2/20/2023
SuRo CapitalSuRo Capital (SSSS)
0.05%0%34.64%11/14/2023
GoodyearGoodyear (GT)
0.05%0.01%100%-
EnbridgeEnbridge (ENB)
0.03%0%5.92%4/11/2023
IntelIntel (INTC)
0.02%0%3.58%2/3/2023
Rolls-RoyceRolls-Royce (RR.L)
0.01%0%2.68%1/25/2023
RubisRubis (RUI.PA)
0.01%0%1.68%7/27/2023
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%0.56%11/7/2023
Kellogg'sKellogg's (KLG)
0%0%1.79%10/19/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
WP CareyWP Carey (WPC)
26.26%25.77%
Realty IncomeRealty Income (O)
14.08%13.97%
Canadian PacificCanadian Pacific (CP)
8.47%8.39%
AdobeAdobe (ADBE)
8.31%7.91%
AlphabetAlphabet (GOOG)
6.11%7.88%
PepsiCoPepsiCo (PEP)
7.19%6.99%
S&P GlobalS&P Global (SPGI)
5.04%5.82%
OccidentalOccidental (OXY)
5.52%5.5%
StarbucksStarbucks (SBUX)
4.06%4.58%
Ares CapitalAres Capital (ARCC)
3.26%3.84%
MicrosoftMicrosoft (MSFT)
2.25%2.71%
ASMLASML (ASML)
1.92%1.93%
AGNCAGNC (AGNC)
1.31%0.84%
PfizerPfizer (PFE)
0.8%0.64%
3M3M (MMM)
0.54%0.59%
Franklin ResourcesFranklin Resources (BEN)
0.38%0.3%
AT&TAT&T (T)
0.36%0.3%
Johnson & JohnsonJohnson & Johnson (JNJ)
0.26%0.27%
Medical Properties TrustMedical Properties Trust (MPW)
0.73%0.26%
TotalEnergiesTotalEnergies (TTE.PA)
0.18%0.19%
LemonadeLemonade (LMND)
0.38%0.18%
XRPXRP (XRP)
0.04%0.16%
Rio TintoRio Tinto (RIO)
0.13%0.13%
AlibabaAlibaba (BABA)
0.32%0.12%
Leggett & PlattLeggett & Platt (LEG)
0.37%0.1%
VF CorpVF Corp (VFC)
0.12%0.1%
TRONTRON (TRX)
0.04%0.08%
NYMTNYMT (NYMT)
0.15%0.07%
NioNio (NIO)
0.77%0.07%
LumenLumen (LUMN)
0.14%0.07%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.09%0.05%
Estee LauderEstee Lauder (EL)
0.12%0.04%
AbbVieAbbVie (ABBV)
0.02%0.03%
GoodyearGoodyear (GT)
0.02%0.01%
WalgreensWalgreens (WBA)
0.04%0.01%
Beyond MeatBeyond Meat (BYND)
0.18%0.01%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments