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AdvantageInvest
🇨🇭 Growth 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
August 26, 2024
Lowest Cash
September 5, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
24 instruments
March 28, 2025
Least Diversified
0 instruments
August 26, 2024
Average
15.3 instruments

Most Consistent Holdings

Top 5

avatarCRM
99.3%
avatarAAPL
96.49%
avatarGOOG
96.49%
avatarMSFT
96.49%
avatarAMZN
96.49%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 5, 2024
Lowest Exposure
August 26, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
30.7%
Electronic Technology
29.62%
ETFs
15.7%
Retail Trade
11.68%
Consumer Durables
2.99%

Top Countries

Top 5

🇺🇸United States
73.7%
🇩🇪Germany
1.29%
🇫🇷France
0.16%

Holdings over time

(Since August 26, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
8.82%2.85%96.49%-
AppleApple (AAPL)
8.74%2.29%96.49%-
BroadcomBroadcom (AVGO)
7.64%2.82%96.49%-
AmazonAmazon (AMZN)
7.49%2.25%96.49%-
SalesforceSalesforce (CRM)
7.32%1.6%99.3%-
AlphabetAlphabet (GOOG)
7.07%2.04%96.49%-
MicrosoftMicrosoft (MSFT)
6.54%2.12%96.49%-
NetflixNetflix (NFLX)
5.04%2.23%94.74%-
MetaMeta (META)
4.56%1.64%94.74%-
CostcoCostco (COST)
4.19%1.4%94.74%-
AMDAMD (AMD)
3.31%1.19%91.58%-
TeslaTesla (TSLA)
2.99%0.84%94.74%-
iShares Core MSCI Pacific ETFiShares Core MSCI Pacific ETF (IPAC)
2.39%7.88%29.82%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
2.34%7.68%29.82%-
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
1.9%6.33%29.82%-
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
1.87%6.12%29.82%-
iShares Core DAX UCITS ETFiShares Core DAX UCITS ETF (DAXEX.DE)
1.71%5.73%29.82%-
Vanguard Growth ETFVanguard Growth ETF (VUG)
1.13%3.88%29.82%-
RheinmetallRheinmetall (RHM.DE)
1.12%0%31.58%11/25/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.11%3.69%29.82%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.11%3.69%29.82%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
1.09%3.53%29.82%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
1.05%3.3%29.82%-
SAPSAP (SAP)
0.17%0.71%25.61%-
Schneider ElectricSchneider Electric (SU.PA)
0.16%0.63%25.26%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AppleApple (AAPL)
12.77%12.1%
NVIDIANVIDIA (NVDA)
11.17%11.67%
BroadcomBroadcom (AVGO)
9.13%11.41%
AmazonAmazon (AMZN)
9.58%9.97%
AlphabetAlphabet (GOOG)
9.58%9.56%
SalesforceSalesforce (CRM)
7.98%8.42%
MicrosoftMicrosoft (MSFT)
9.58%8.2%
NetflixNetflix (NFLX)
6.38%6.91%
MetaMeta (META)
6.38%5.94%
CostcoCostco (COST)
6.38%5.46%
AMDAMD (AMD)
7.82%5.35%
TeslaTesla (TSLA)
3.19%4.98%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments