CLeonV avatar

CLeonV
🇩🇪 ETF and Energy Investor.
1 copier.

Cash Allocation

Range

Highest Cash
July 4, 2023
Lowest Cash
August 21, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
17 instruments
December 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
7 instruments

Most Consistent Holdings

Top 5

avatarBAM
70.19%
avatarSWDA.L
51.5%
avatarFERG.L
49.04%
avatarPYPL
47.04%
avatarCON.DE
46.95%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 21, 2024
Lowest Exposure
July 4, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
12.4%
Energy Minerals
6.99%
Electronic Technology
6.46%
Health Technology
3.17%
Commercial Services
2.43%

Top Countries

Top 5

🇺🇸United States
26.91%
🇬🇧United Kingdom
1.16%
🇯🇵Japan
0.71%
🇩🇪Germany
0.6%
🇨🇦Canada
0.3%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MrKnootMrKnoot
47.25%0%99.91%2/1/2025
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
12.28%0%51.5%2/1/2025
GEGE (GE)
6.42%0%34.55%8/21/2024
CivitasCivitas (CIVI)
5.46%0%35.19%2/1/2025
PayPalPayPal (PYPL)
2.43%0%47.04%2/1/2025
PfizerPfizer (PFE)
2.01%0%35%2/1/2025
AutozoneAutozone (AZO)
1.54%0%8.66%11/9/2023
GE VernovaGE Vernova (GEV)
1.54%0%27.62%2/1/2025
Southwestern EnergySouthwestern Energy (SWN)
1.53%0%24.07%10/2/2024
Texas PacificTexas Pacific (TPL)
1.41%0%28.9%6/25/2024
FergusonFerguson (FERG.L)
1.22%0%49.04%2/1/2025
GlaxoSmithKlineGlaxoSmithKline (GSK)
1.16%0%26.89%6/26/2024
ToyotaToyota (TM)
0.71%0%21.15%2/1/2025
DeltaDelta (DAL)
0.66%0%3.56%12/19/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.65%0%18.96%2/1/2025
WESCOWESCO (WCC)
0.62%0%11.12%12/18/2023
ContinentalContinental (CON.DE)
0.6%0%46.95%2/1/2025
MattelMattel (MAT)
0.57%0%18.78%2/1/2025
TopBuildTopBuild (BLD)
0.56%0%8.84%11/16/2023
BrookfieldBrookfield (BAM)
0.3%0%70.19%2/1/2025
AlibabaAlibaba (BABA)
0.19%0%4.92%2/1/2025
CaterpillarCaterpillar (CAT)
0.14%0%3.28%12/20/2023
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
0.12%0%3.92%2/1/2025
DeereDeere (DE)
0.08%0%3.1%12/18/2023
First SolarFirst Solar (FSLR)
0.05%0%4.92%2/1/2025
The HartfordThe Hartford (HIG)
0.05%0%4.92%2/1/2025
InditexInditex (ITX.MC)
0.05%0%4.56%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
      		40.53%41.6%
      CivitasCivitas (CIVI)
      		13.36%8.7%
      GE VernovaGE Vernova (GEV)
      		0%5.98%
      MrKnootMrKnoot
      		3.98%4.52%
      PayPalPayPal (PYPL)
      		3.34%4.35%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		4.45%4.28%
      PfizerPfizer (PFE)
      		4.45%3.83%
      AlibabaAlibaba (BABA)
      		4.45%3.75%
      MattelMattel (MAT)
      		2.23%2.27%
      ToyotaToyota (TM)
      		2.23%2.18%
      iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
      		2.23%2.07%
      FergusonFerguson (FERG.L)
      		1.34%1.35%
      InditexInditex (ITX.MC)
      		1.11%1.01%
      The HartfordThe Hartford (HIG)
      		1.11%0.94%
      First SolarFirst Solar (FSLR)
      		1.11%0.91%
      ContinentalContinental (CON.DE)
      		0.89%0.78%
      BrookfieldBrookfield (BAM)
      		0%0.08%

      Cash Exposure Over Time

      Cash Exposure % Over Time