AlphaWizzard avatar

AlphaWizzard
🇨🇭 Tech Investor.
6 copiers.

Cash Allocation

Range

Highest Cash
October 12, 2024
Lowest Cash
October 9, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
20 instruments
October 26, 2024
Least Diversified
0 instruments
October 12, 2024
Average
16.2 instruments

Most Consistent Holdings

Top 5

avatarTMUS
58.12%
avatarWMT
54.7%
avatarAVGO
54.7%
avatarNVDA
53.85%
avatarANF
29.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 9, 2024
Lowest Exposure
October 12, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
14.61%
Technology Services
9.45%
Finance
8.98%
Retail Trade
8.66%
Transportation
4.5%

Top Countries

Top 5

🇺🇸United States
70.76%
🇨🇦Canada
4.3%
🇩🇪Germany
2.57%
🇱🇺Luxembourg
1.69%
🇳🇱Netherlands
1.4%

Number of Instruments

Holdings over time

(Since October 9, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BroadcomBroadcom (AVGO)
3.7%0%54.7%2/1/2025
NVIDIANVIDIA (NVDA)
3.54%0%53.85%1/31/2025
WalmartWalmart (WMT)
3.03%0%54.7%2/1/2025
UnitedHealthUnitedHealth (UNH)
2.99%0%26.5%11/25/2024
T-MobileT-Mobile (TMUS)
2.83%0%58.12%2/1/2025
RheinmetallRheinmetall (RHM.DE)
2.57%0%2.56%10/11/2024
Procter & GambleProcter & Gamble (PG)
2.15%0%26.5%11/25/2024
CAAPCAAP (CAAP)
1.69%0%29.91%12/30/2024
VistraVistra (VST)
1.61%0%28.21%2/1/2025
Powell IndustriesPowell Industries (POWL)
1.57%0%29.91%12/30/2024
TwilioTwilio (TWLO)
1.56%0%29.91%12/30/2024
Brinker Intl.Brinker Intl. (EAT)
1.56%0%29.91%12/30/2024
AppLovinAppLovin (APP)
1.54%0%29.91%12/30/2024
SalesforceSalesforce (CRM)
1.54%0%29.91%12/30/2024
Royal CaribbeanRoyal Caribbean (RCL)
1.54%0%29.91%12/30/2024
SynchronySynchrony (SYF)
1.53%0%29.91%12/30/2024
VertivVertiv (VRT)
1.53%0%28.21%2/1/2025
Targa ResourcesTarga Resources (TRGP)
1.5%0%28.21%2/1/2025
Agnico EagleAgnico Eagle (AEM)
1.48%0%28.21%2/1/2025
ManulifeManulife (MFC)
1.48%0%29.91%12/30/2024
SproutsSprouts (SFM)
1.48%0%29.91%12/30/2024
Howmet AerospaceHowmet Aerospace (HWM)
1.47%0%28.21%2/1/2025
Abercrombie & FitchAbercrombie & Fitch (ANF)
1.46%0%29.91%12/30/2024
Interactive BrokersInteractive Brokers (IBKR)
1.46%0%28.21%2/1/2025
Pilgrim's PridePilgrim's Pride (PPC)
1.46%0%29.91%12/30/2024
Boston ScientificBoston Scientific (BSX.US)
1.45%0%28.21%2/1/2025
SkyWestSkyWest (SKYW)
1.44%0%29.91%12/30/2024
SterlingSterling (STRL.US)
1.43%0%29.91%12/30/2024
KKRKKR (KKR)
1.41%0%28.21%2/1/2025
United RentalsUnited Rentals (URI)
1.41%0%29.91%12/30/2024
ArgenxArgenx (ARGX)
1.4%0%28.21%2/1/2025
ModineModine (MOD)
1.38%0%29.91%12/30/2024
M/I HomesM/I Homes (MHO)
1.37%0%29.91%12/30/2024
McKessonMcKesson (MCK)
1.37%0%28.21%2/1/2025
UberUber (UBER)
1.37%0%29.91%12/30/2024
ServiceNowServiceNow (NOW)
1.35%0%28.21%2/1/2025
CamecoCameco (CCJ)
1.34%0%28.21%2/1/2025
AxonAxon (AXON)
1.33%0%28.21%2/1/2025
Palo Alto NetworksPalo Alto Networks (PANW)
1.32%0%28.21%2/1/2025
Trip.comTrip.com (TCOM.CH)
1.31%0%28.21%2/1/2025
CostcoCostco (COST)
1.29%0%26.5%11/25/2024
ArganArgan (AGX)
1.25%0%29.91%12/30/2024
JPMorganJPMorgan (JPM)
1.2%0%26.5%11/25/2024
VisaVisa (V)
1.12%0%26.5%11/25/2024
MetaMeta (META)
1.06%0%26.5%11/25/2024
TeslaTesla (TSLA)
0.99%0%26.5%11/25/2024
MastercardMastercard (MA)
0.9%0%26.5%11/25/2024
AlphabetAlphabet (GOOGL)
0.81%0%26.5%11/25/2024
Home DepotHome Depot (HD)
0.74%0%26.5%11/25/2024
Eli LillyEli Lilly (LLY)
0.68%0%5.13%10/31/2024
AmazonAmazon (AMZN)
0.67%0%26.5%11/25/2024
ExxonMobilExxonMobil (XOM)
0.59%0%26.5%11/25/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.57%0%26.5%11/25/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.5%0%26.5%11/25/2024
AppleApple (AAPL)
0.47%0%26.5%11/25/2024
MicrosoftMicrosoft (MSFT)
0.26%0%5.13%10/31/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Agnico EagleAgnico Eagle (AEM)
      		4.99%5.1%
      T-MobileT-Mobile (TMUS)
      		5.43%5.07%
      KKRKKR (KKR)
      		4.99%5.06%
      Targa ResourcesTarga Resources (TRGP)
      		4.99%5.06%
      VertivVertiv (VRT)
      		4.99%5.04%
      Howmet AerospaceHowmet Aerospace (HWM)
      		4.99%5.04%
      VistraVistra (VST)
      		4.99%5.03%
      Boston ScientificBoston Scientific (BSX.US)
      		4.99%5.01%
      WalmartWalmart (WMT)
      		4.99%5.01%
      ArgenxArgenx (ARGX)
      		4.99%5%
      Trip.comTrip.com (TCOM.CH)
      		4.99%5%
      BroadcomBroadcom (AVGO)
      		4.99%4.99%
      Interactive BrokersInteractive Brokers (IBKR)
      		4.99%4.99%
      ServiceNowServiceNow (NOW)
      		4.99%4.98%
      McKessonMcKesson (MCK)
      		4.99%4.98%
      NVIDIANVIDIA (NVDA)
      		4.99%4.98%
      CamecoCameco (CCJ)
      		4.99%4.97%
      Palo Alto NetworksPalo Alto Networks (PANW)
      		4.99%4.97%
      AxonAxon (AXON)
      		4.99%4.96%

      Cash Exposure Over Time

      Cash Exposure % Over Time