BrandasD avatar

BrandasD
🇷🇴 Tech and Med Tech Investor.
65 copiers.

Cash Allocation

Range

Highest Cash
October 29, 2022
Lowest Cash
December 29, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
86 instruments
July 27, 2024
Least Diversified
0 instruments
October 29, 2022
Average
40.2 instruments

Most Consistent Holdings

Top 5

avatarAMZN
99.51%
avatarAAPL
96.17%
avatarMSFT
92.35%
avatarGOOGL
92.35%
avatarTSLA
89.14%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 29, 2022
Lowest Exposure
October 29, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
12.93%
Electronic Technology
11.71%
Retail Trade
9.92%
Health Technology
6.86%
Consumer Durables
3.49%

Top Countries

Top 5

🇺🇸United States
52.66%
🇬🇧United Kingdom
1.86%
🇨🇭Switzerland
1.59%
🇫🇷France
0.85%
🇮🇪Ireland
0.58%

Number of Instruments

Holdings over time

(Since October 29, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
8.26%0%99.51%2/1/2025
AppleApple (AAPL)
5.32%0%96.17%2/1/2025
MicrosoftMicrosoft (MSFT)
3.51%0%92.35%2/1/2025
AlphabetAlphabet (GOOGL)
3.43%0%92.35%2/1/2025
TeslaTesla (TSLA)
3.02%0%89.14%2/1/2025
NVIDIANVIDIA (NVDA)
2.56%0%78.4%2/1/2025
UnitedHealthUnitedHealth (UNH)
1.91%0%85.68%2/1/2025
AlphabetAlphabet (GOOG)
1.82%0%80.86%2/1/2025
ExxonMobilExxonMobil (XOM)
1.17%0%74.57%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.12%0%67.04%2/1/2025
JPMorganJPMorgan (JPM)
1.04%0%70.37%2/1/2025
MetaMeta (META)
0.82%0%63.33%2/1/2025
CiscoCisco (CSCO)
0.79%0%57.28%2/1/2025
ChevronChevron (CVX)
0.79%0%58.02%2/1/2025
AdobeAdobe (ADBE)
0.74%0%57.65%2/1/2025
NestleNestle (NESN.ZU)
0.73%0%58.02%2/1/2025
ShellShell (SHEL.L)
0.73%0%56.91%2/1/2025
PfizerPfizer (PFE)
0.73%0%56.91%2/1/2025
BroadcomBroadcom (AVGO)
0.65%0%57.78%2/1/2025
AMDAMD (AMD)
0.64%0%56.42%2/1/2025
NetflixNetflix (NFLX)
0.61%0%56.91%2/1/2025
Bank of AmericaBank of America (BAC)
0.58%0%57.65%2/1/2025
LVMHLVMH (MC.PA)
0.57%0%57.28%2/1/2025
ASMLASML (ASML.NV)
0.56%0%57.78%2/1/2025
CostcoCostco (COST)
0.56%0%57.65%2/1/2025
SalesforceSalesforce (CRM)
0.55%0%57.28%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.54%0%59.75%2/1/2025
Eli LillyEli Lilly (LLY)
0.52%0%57.78%2/1/2025
OracleOracle (ORCL)
0.52%0%56.91%2/1/2025
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.51%0%57.65%2/1/2025
DanaherDanaher (DHR)
0.51%0%56.91%2/1/2025
WalmartWalmart (WMT)
0.5%0%57.65%2/1/2025
Home DepotHome Depot (HD)
0.49%0%58.02%2/1/2025
VisaVisa (V)
0.49%0%58.52%2/1/2025
Thermo FisherThermo Fisher (TMO)
0.48%0%57.28%2/1/2025
Procter & GambleProcter & Gamble (PG)
0.47%0%58.52%2/1/2025
MastercardMastercard (MA)
0.47%0%58.02%2/1/2025
LindeLinde (LIN)
0.47%0%56.91%2/1/2025
ToyotaToyota (TM)
0.47%0%56.91%2/1/2025
AbbottAbbott (ABT)
0.47%0%56.91%2/1/2025
MerckMerck (MRK)
0.47%0%57.9%2/1/2025
AbbVieAbbVie (ABBV)
0.47%0%57.9%2/1/2025
Coca-ColaCoca-Cola (KO)
0.46%0%57.65%2/1/2025
AccentureAccenture (ACN)
0.46%0%57.04%2/1/2025
AstraZenecaAstraZeneca (AZN.L)
0.44%0%57.28%2/1/2025
NovartisNovartis (NVS)
0.44%0%57.28%2/1/2025
PepsiCoPepsiCo (PEP)
0.44%0%57.65%2/1/2025
McDonald'sMcDonald's (MCD)
0.43%0%56.91%2/1/2025
RocheRoche (ROG.ZU)
0.42%0%57.28%2/1/2025
ComcastComcast (CMCSA)
0.42%0%56.91%2/1/2025
MicronMicron (MU)
0.29%0%23.46%2/1/2025
Lam ResearchLam Research (LRCX)
0.25%0%23.46%2/1/2025
IntelIntel (INTC)
0.24%0%23.46%2/1/2025
Applied MaterialsApplied Materials (AMAT)
0.22%0%23.46%2/1/2025
QualcommQualcomm (QCOM)
0.2%0%23.46%2/1/2025
BookingBooking (BKNG)
0.19%0%23.46%2/1/2025
Wells FargoWells Fargo (WFC)
0.18%0%23.46%2/1/2025
Elevance HealthElevance Health (ELV)
0.18%0%23.46%2/1/2025
AmgenAmgen (AMGN)
0.17%0%23.46%2/1/2025
TotalEnergiesTotalEnergies (TTE.PA)
0.17%0%23.46%2/1/2025
BHPBHP (BHP.ASX)
0.13%0%23.33%2/1/2025
ConocoPhillipsConocoPhillips (COP)
0.13%0%23.46%2/1/2025
ServiceNowServiceNow (NOW)
0.12%0%23.46%2/1/2025
American ExpressAmerican Express (AXP)
0.12%0%23.46%2/1/2025
NextEraNextEra (NEE)
0.12%0%23.46%2/1/2025
IBMIBM (IBM)
0.12%0%23.46%2/1/2025
Intuitive SurgicalIntuitive Surgical (ISRG)
0.12%0%23.46%2/1/2025
EatonEaton (ETN)
0.12%0%23.46%2/1/2025
SAPSAP (SAP.DE)
0.12%0%23.46%2/1/2025
DisneyDisney (DIS)
0.12%0%23.46%2/1/2025
CaterpillarCaterpillar (CAT)
0.12%0%23.46%2/1/2025
RBCRBC (RY)
0.12%0%23.46%2/1/2025
Schneider ElectricSchneider Electric (SU.PA)
0.12%0%23.46%2/1/2025
Philip MorrisPhilip Morris (PM)
0.12%0%23.46%2/1/2025
Lowe'sLowe's (LOW)
0.12%0%23.46%2/1/2025
CommBankCommBank (CBA.ASX)
0.12%0%23.33%2/1/2025
GEGE (GE)
0.11%0%23.46%2/1/2025
HSBCHSBC (HSBA.L)
0.11%0%23.46%2/1/2025
SiemensSiemens (SIE.DE)
0.11%0%23.46%2/1/2025
RaytheonRaytheon (RTX)
0.11%0%23.46%2/1/2025
HoneywellHoneywell (HON)
0.11%0%23.46%2/1/2025
S&P GlobalS&P Global (SPGI)
0.11%0%23.46%2/1/2025
IntuitIntuit (INTU)
0.11%0%23.46%2/1/2025
Texas InstrumentsTexas Instruments (TXN)
0.11%0%23.46%2/1/2025
Union PacificUnion Pacific (UNP)
0.11%0%23.46%2/1/2025
UnileverUnilever (ULVR.L)
0.11%0%23.46%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NVIDIANVIDIA (NVDA)
      		0.5%2.12%
      NestleNestle (NESN.ZU)
      		2.01%1.54%
      LVMHLVMH (MC.PA)
      		1.5%1.41%
      TeslaTesla (TSLA)
      		0.5%1.31%
      TotalEnergiesTotalEnergies (TTE.PA)
      		1.5%1.29%
      Lam ResearchLam Research (LRCX)
      		1.5%1.23%
      Applied MaterialsApplied Materials (AMAT)
      		1.5%1.21%
      AmazonAmazon (AMZN)
      		0.5%1.21%
      BroadcomBroadcom (AVGO)
      		0.5%1.2%
      MicronMicron (MU)
      		1.5%1.19%
      AmgenAmgen (AMGN)
      		1.5%1.18%
      Elevance HealthElevance Health (ELV)
      		1.5%1.13%
      CiscoCisco (CSCO)
      		1%1.08%
      AlphabetAlphabet (GOOGL)
      		0.5%0.99%
      NetflixNetflix (NFLX)
      		0.5%0.98%
      BHPBHP (BHP.ASX)
      		1%0.88%
      Novo NordiskNovo Nordisk (NOVO-B.CO)
      		1%0.88%
      MetaMeta (META)
      		0.5%0.88%
      ShellShell (SHEL.L)
      		1%0.87%
      ConocoPhillipsConocoPhillips (COP)
      		1%0.86%
      MicrosoftMicrosoft (MSFT)
      		0.5%0.86%
      AppleApple (AAPL)
      		0.5%0.86%
      PfizerPfizer (PFE)
      		1%0.84%
      ChevronChevron (CVX)
      		1%0.84%
      QualcommQualcomm (QCOM)
      		1%0.83%
      AdobeAdobe (ADBE)
      		1%0.83%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		1%0.82%
      AlphabetAlphabet (GOOG)
      		0.5%0.81%
      WalmartWalmart (WMT)
      		0.5%0.77%
      IntelIntel (INTC)
      		1%0.76%
      Bank of AmericaBank of America (BAC)
      		0.5%0.76%
      SalesforceSalesforce (CRM)
      		0.5%0.75%
      OracleOracle (ORCL)
      		0.5%0.75%
      JPMorganJPMorgan (JPM)
      		0.5%0.75%
      CostcoCostco (COST)
      		0.5%0.74%
      BookingBooking (BKNG)
      		0.5%0.68%
      Wells FargoWells Fargo (WFC)
      		0.5%0.6%
      VisaVisa (V)
      		0.5%0.6%
      MastercardMastercard (MA)
      		0.5%0.6%
      Eli LillyEli Lilly (LLY)
      		0.5%0.59%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		0.5%0.59%
      Home DepotHome Depot (HD)
      		0.5%0.59%
      ServiceNowServiceNow (NOW)
      		0.5%0.58%
      AMDAMD (AMD)
      		0.5%0.57%
      DisneyDisney (DIS)
      		0.5%0.56%
      American ExpressAmerican Express (AXP)
      		0.5%0.56%
      AbbottAbbott (ABT)
      		0.5%0.55%
      SAPSAP (SAP.DE)
      		0.5%0.55%
      ASMLASML (ASML.NV)
      		0.5%0.54%
      DanaherDanaher (DHR)
      		0.5%0.54%
      AbbVieAbbVie (ABBV)
      		0.5%0.54%
      AccentureAccenture (ACN)
      		0.5%0.54%
      HSBCHSBC (HSBA.L)
      		0.5%0.53%
      Procter & GambleProcter & Gamble (PG)
      		0.5%0.53%
      CommBankCommBank (CBA.ASX)
      		0.5%0.52%
      Intuitive SurgicalIntuitive Surgical (ISRG)
      		0.5%0.52%
      IBMIBM (IBM)
      		0.5%0.52%
      EatonEaton (ETN)
      		0.5%0.51%
      LindeLinde (LIN)
      		0.5%0.51%
      HoneywellHoneywell (HON)
      		0.5%0.51%
      Schneider ElectricSchneider Electric (SU.PA)
      		0.5%0.51%
      SiemensSiemens (SIE.DE)
      		0.5%0.51%
      ToyotaToyota (TM)
      		0.5%0.51%
      McDonald'sMcDonald's (MCD)
      		0.5%0.51%
      Coca-ColaCoca-Cola (KO)
      		0.5%0.51%
      RBCRBC (RY)
      		0.5%0.5%
      Thermo FisherThermo Fisher (TMO)
      		0.5%0.5%
      Philip MorrisPhilip Morris (PM)
      		0.5%0.49%
      RocheRoche (ROG.ZU)
      		0.5%0.49%
      CaterpillarCaterpillar (CAT)
      		0.5%0.49%
      ExxonMobilExxonMobil (XOM)
      		0.5%0.48%
      UnitedHealthUnitedHealth (UNH)
      		0.5%0.48%
      NovartisNovartis (NVS)
      		0.5%0.47%
      Lowe'sLowe's (LOW)
      		0.5%0.47%
      RaytheonRaytheon (RTX)
      		0.5%0.47%
      AstraZenecaAstraZeneca (AZN.L)
      		0.5%0.46%
      IntuitIntuit (INTU)
      		0.5%0.46%
      S&P GlobalS&P Global (SPGI)
      		0.5%0.46%
      GEGE (GE)
      		0.5%0.46%
      UnileverUnilever (ULVR.L)
      		0.5%0.44%
      Union PacificUnion Pacific (UNP)
      		0.5%0.44%
      MerckMerck (MRK)
      		0.5%0.44%
      Texas InstrumentsTexas Instruments (TXN)
      		0.5%0.43%
      NextEraNextEra (NEE)
      		0.5%0.43%
      PepsiCoPepsiCo (PEP)
      		0.5%0.43%
      ComcastComcast (CMCSA)
      		0.5%0.42%

      Cash Exposure Over Time

      Cash Exposure % Over Time