AlphaWizzard avatar

AlphaWizzard
🇨🇭 Quant Tech and Financial Services Investor.
10 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
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 instruments

Most Consistent Holdings

Top 5

avatarTMUS
74.61%
avatarWMT
72.54%
avatarAVGO
63.21%
avatarTCOM.CH
56.48%
avatarMCK
56.48%

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
15.23%
Finance
10.18%
Technology Services
8.08%
Retail Trade
7.86%
Health Technology
6.66%

Top Countries

Top 5

🇺🇸United States
67.03%
🇨🇦Canada
6.04%
🇳🇱Netherlands
2.92%
🇨🇳China
2.79%
🇩🇪Germany
2%

Number of Instruments

Holdings over time

(Since October 9, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
T-MobileT-Mobile (TMUS)
4%5.11%74.61%-
WalmartWalmart (WMT)
3.96%5.58%72.54%-
BroadcomBroadcom (AVGO)
3.82%0%63.21%4/1/2025
Agnico EagleAgnico Eagle (AEM)
3.17%5.84%56.48%-
McKessonMcKesson (MCK)
3.08%5.31%56.48%-
Howmet AerospaceHowmet Aerospace (HWM)
3.03%4.82%56.48%-
Boston ScientificBoston Scientific (BSX.US)
2.99%4.88%56.48%-
Targa ResourcesTarga Resources (TRGP)
2.97%4.46%56.48%-
ArgenxArgenx (ARGX)
2.92%5.1%56.48%-
AxonAxon (AXON)
2.8%5.47%56.48%-
Trip.comTrip.com (TCOM.CH)
2.79%4.39%56.48%-
Palo Alto NetworksPalo Alto Networks (PANW)
2.46%0%47.15%4/1/2025
Interactive BrokersInteractive Brokers (IBKR)
2.45%0%47.15%4/1/2025
VistraVistra (VST)
2.44%0%47.15%4/1/2025
NVIDIANVIDIA (NVDA)
2.15%0%32.64%1/31/2025
UnitedHealthUnitedHealth (UNH)
1.81%0%16.06%11/25/2024
VertivVertiv (VRT)
1.59%0%30.57%2/28/2025
RheinmetallRheinmetall (RHM.DE)
1.56%0%1.55%10/11/2024
ServiceNowServiceNow (NOW)
1.51%0%30.57%2/28/2025
CamecoCameco (CCJ)
1.5%0%30.57%2/28/2025
KKRKKR (KKR)
1.48%0%30.57%2/28/2025
Procter & GambleProcter & Gamble (PG)
1.3%0%16.06%11/25/2024
CAAPCAAP (CAAP)
1.03%0%18.13%12/30/2024
Powell IndustriesPowell Industries (POWL)
0.95%0%18.13%12/30/2024
TwilioTwilio (TWLO)
0.95%0%18.13%12/30/2024
Brinker Intl.Brinker Intl. (EAT)
0.95%0%18.13%12/30/2024
AppLovinAppLovin (APP)
0.94%0%18.13%12/30/2024
SalesforceSalesforce (CRM)
0.94%0%18.13%12/30/2024
Royal CaribbeanRoyal Caribbean (RCL)
0.93%0%18.13%12/30/2024
SynchronySynchrony (SYF)
0.93%0%18.13%12/30/2024
ManulifeManulife (MFC)
0.9%0%18.13%12/30/2024
SproutsSprouts (SFM)
0.89%0%18.13%12/30/2024
Abercrombie & FitchAbercrombie & Fitch (ANF)
0.89%0%18.13%12/30/2024
Pilgrim's PridePilgrim's Pride (PPC)
0.88%0%18.13%12/30/2024
SkyWestSkyWest (SKYW)
0.87%0%18.13%12/30/2024
SterlingSterling (STRL.US)
0.87%0%18.13%12/30/2024
United RentalsUnited Rentals (URI)
0.85%0%18.13%12/30/2024
ModineModine (MOD)
0.83%0%18.13%12/30/2024
M/I HomesM/I Homes (MHO)
0.83%0%18.13%12/30/2024
UberUber (UBER)
0.83%0%18.13%12/30/2024
CostcoCostco (COST)
0.78%0%16.06%11/25/2024
ArganArgan (AGX)
0.76%0%18.13%12/30/2024
JPMorganJPMorgan (JPM)
0.72%0%16.06%11/25/2024
VisaVisa (V)
0.68%0%16.06%11/25/2024
MetaMeta (META)
0.65%0%16.06%11/25/2024
TeslaTesla (TSLA)
0.6%0%16.06%11/25/2024
MastercardMastercard (MA)
0.54%0%16.06%11/25/2024
TJXTJX (TJX)
0.49%5.28%9.33%-
AlphabetAlphabet (GOOGL)
0.49%0%16.06%11/25/2024
Waste ConnectionsWaste Connections (WCN)
0.47%5.08%9.33%-
FiservFiserv (FI)
0.45%4.78%9.33%-
Home DepotHome Depot (HD)
0.45%0%16.06%11/25/2024
Deutsche BankDeutsche Bank (DB)
0.44%4.92%9.33%-
BarclaysBarclays (BCS)
0.43%4.77%9.33%-
Eli LillyEli Lilly (LLY)
0.41%0%3.11%10/31/2024
AmazonAmazon (AMZN)
0.4%0%16.06%11/25/2024
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.37%23.85%1.55%-
ExxonMobilExxonMobil (XOM)
0.35%0%16.06%11/25/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.35%0%16.06%11/25/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.3%0%16.06%11/25/2024
AppleApple (AAPL)
0.28%0%16.06%11/25/2024
MicrosoftMicrosoft (MSFT)
0.15%0%3.11%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