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Charlotte2025
🇬🇧 Investor.

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 28, 2022
Lowest Cash
May 19, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
56 instruments
December 30, 2022
Least Diversified
1 instruments
March 8, 2022
Average
28.3 instruments

Most Consistent Holdings

Top 5

avatarINCY
88.61%
avatarGOOG
87.95%
avatarSONY
84.18%
avatarLIT
77.87%
avatarUBI.PA
77.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 19, 2023
Lowest Exposure
October 28, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
17.56%
Electronic Technology
14.48%
ETFs
8.18%
Producer Manufacturing
6.55%
Indexes
5.22%

Top Countries

Top 5

🇺🇸United States
34.26%
🇨🇳China
11.28%
🇨🇦Canada
4.06%
🇯🇵Japan
2.38%
🇮🇱Israel
1.69%

Number of Instruments

Holdings over time

(Since March 8, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
5.76%0%87.95%11/5/2024
MicrosoftMicrosoft (MSFT)
3.82%0%55.56%11/5/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
3.39%4.36%70.53%-
jakeisatjakeisat
3.03%0%15.63%9/1/2022
BYD ElectronicBYD Electronic (00285.HK)
2.42%0%67.51%11/6/2024
BYDBYD (01211.HK)
2.39%0%66.38%11/6/2024
SonySony (SONY)
2.38%0%84.18%11/5/2024
OrmatOrmat (ORA.US)
2.11%3.25%77.87%-
IncyteIncyte (INCY)
2.03%0%88.61%11/5/2024
SunrunSunrun (RUN)
2.01%1.51%77.87%-
EnphaseEnphase (ENPH)
1.99%1.77%77.87%-
NextEraNextEra (NEE)
1.9%0%66.57%11/5/2024
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
1.8%2.41%77.87%-
Ballard PowerBallard Power (BLDP)
1.75%1.2%77.87%-
TencentTencent (0700.HK)
1.72%0%53.39%11/6/2024
SolarEdgeSolarEdge (SEDG)
1.69%1.2%62.34%-
UbisoftUbisoft (UBI.PA)
1.68%1.57%77.87%-
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
1.58%0%12.52%6/1/2023
Direxion Daily FTSE China Bull 3X SharesDirexion Daily FTSE China Bull 3X Shares (YINN)
1.55%0%23.54%11/5/2024
NetflixNetflix (NFLX)
1.5%0%61.3%2/26/2024
Plug PowerPlug Power (PLUG)
1.31%0.66%77.87%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
1.29%1.67%68.93%-
Omega HealthcareOmega Healthcare (OHI)
1.29%0%65.07%2/26/2024
AlibabaAlibaba (BABA)
1.23%0%33.24%11/5/2024
Core LithiumCore Lithium (CXO.ASX)
1.2%1.05%77.68%-
Canadian SolarCanadian Solar (CSIQ)
1.13%1.32%51.32%-
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
1.11%0%13.75%7/6/2023
Lithium AmericasLithium Americas (LAC)
1.1%0.49%77.87%-
NioNio (NIO)
1.1%0%53.2%11/5/2024
SoFiSoFi (SOFI)
1.03%0%30.23%2/26/2024
JD.comJD.com (JD.US)
1.03%0%23.54%11/5/2024
AtlassianAtlassian (TEAM)
1.01%0%34.09%2/26/2024
AMDAMD (AMD)
0.99%0%64.12%11/5/2024
Western DigitalWestern Digital (WDC)
0.99%0%23.54%11/5/2024
AmazonAmazon (AMZN)
0.96%0%45.95%8/10/2023
Daqo New EnergyDaqo New Energy (DQ)
0.8%0%66.57%11/5/2024
SunworksSunworks (SUNWQ)
0.71%0%43.03%2/26/2024
MetaMeta (META)
0.62%0%42.18%8/10/2023
BaiduBaidu (BIDU)
0.59%0%23.54%11/5/2024
ESP35 Index (Non Expiry)ESP35 Index (Non Expiry) (ESP35)
0.57%0%7.44%3/15/2023
IBMIBM (IBM)
0.56%0%26.46%8/31/2023
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.56%0%27.68%10/16/2023
SamsungSamsung (SMSN.L)
0.55%0%26.55%9/1/2023
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.43%0%3.48%2/24/2023
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.42%0%3.95%1/5/2023
Seagen IncSeagen Inc (SGEN)
0.35%0%31.07%2/24/2023
Eli LillyEli Lilly (LLY)
0.33%0%27.02%1/11/2023
BioMarinBioMarin (BMRN)
0.32%0%27.02%1/11/2023
AppleApple (AAPL)
0.32%0%27.31%3/15/2023
Redwood TrustRedwood Trust (RWT)
0.31%0%46.61%8/10/2023
EtsyEtsy (ETSY)
0.29%0%28.91%2/1/2023
EUSTX50 Index (Non Expiry)EUSTX50 Index (Non Expiry) (EUSTX50)
0.29%0%3.67%7/6/2023
Russell 2000 Index (Non Expiry)Russell 2000 Index (Non Expiry) (RTY)
0.28%0%6.03%3/3/2023
BitcoinBitcoin (BTC)
0.27%0%27.87%1/19/2023
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.27%0%4.43%2/21/2023
NVIDIANVIDIA (NVDA)
0.25%0%27.87%1/27/2023
SpringWorks TherapeuticsSpringWorks Therapeutics (SWTX)
0.23%0%31.07%2/24/2023
FRA40 Index (Non Expiry)FRA40 Index (Non Expiry) (FRA40)
0.22%0%6.87%3/15/2023
TeslaTesla (TSLA)
0.18%0%10.73%2/21/2023
ChainlinkChainlink (LINK)
0.16%0%17.51%9/18/2022
AvalancheAvalanche (AVAX)
0.15%0%35.4%4/12/2023
SpotifySpotify (SPOT)
0.15%0%15.63%8/31/2022
XeroxXerox (XRX)
0.15%0%15.63%8/31/2022
EthereumEthereum (ETH)
0.14%0%11.58%4/19/2023
ConEdConEd (ED)
0.12%0%10.73%3/15/2023
Drax GroupDrax Group (DRX.L)
0.12%0%8.76%2/21/2023
SSESSE (SSE.L)
0.1%0%9.04%2/24/2023
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
0.09%0%9.13%7/19/2023
ShopifyShopify (SHOP)
0.08%0%9.7%2/21/2023
Lithium Americas Argentina CLithium Americas Argentina C (LAR)
0.08%0%6.78%12/15/2023
MicroStrategyMicroStrategy (MSTR)
0.07%0%8.85%2/1/2023
Electricite de France SAElectricite de France SA (EDF.PA_old)
0.07%0%8.38%2/23/2023
VIX Sep 23 FutureVIX Sep 23 Future (VIX.SEP)
0.05%0%2.35%3/9/2023
DogecoinDogecoin (DOGE)
0.05%0%14.88%4/19/2023
JPMorganJPMorgan (JPM)
0.05%0%2.92%5/2/2023
Goldman SachsGoldman Sachs (GS)
0.04%0%2.92%5/2/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.04%0%2.92%5/2/2023
EUR/USDEUR/USD (EURUSD)
0.04%0%1.32%1/6/2023
First Republic BankFirst Republic Bank (FRCB)
0.04%0%6.97%6/13/2023
US Natural GasUS Natural Gas (UNG)
0.04%0%1.98%3/3/2023
Platinum (Non Expiry)Platinum (Non Expiry) (PLATINUM)
0.04%0%1.22%1/19/2023
GSKGSK (GSK.L)
0.02%0%7.25%2/24/2023
CardanoCardano (ADA)
0.02%0%1.69%4/19/2023
BHPBHP (BHP.L)
0.02%0%6.97%2/21/2023
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
0.02%0%0.66%3/9/2023
CoinbaseCoinbase (COIN)
0.02%0%2.35%12/1/2022
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0.01%0%0.28%1/9/2023
USD/MXNUSD/MXN (USDMXN)
0%0%0.19%3/3/2023
SPDR GoldSPDR Gold (GLD)
0%0%0.19%3/3/2023
GlaxoSmithKlineGlaxoSmithKline (GSK)
0%0%0.09%11/2/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		3.57%4.1%
      OrmatOrmat (ORA.US)
      		2.92%3.12%
      Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
      		2.85%2.4%
      EnphaseEnphase (ENPH)
      		4.1%2.07%
      SunrunSunrun (RUN)
      		3.49%2.04%
      UbisoftUbisoft (UBI.PA)
      		2.34%1.71%
      iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
      		1.26%1.6%
      Ballard PowerBallard Power (BLDP)
      		3.52%1.53%
      Canadian SolarCanadian Solar (CSIQ)
      		2.63%1.42%
      Core LithiumCore Lithium (CXO.ASX)
      		4.38%1.14%
      SolarEdgeSolarEdge (SEDG)
      		6.91%1.09%
      Plug PowerPlug Power (PLUG)
      		3.65%0.86%
      Lithium AmericasLithium Americas (LAC)
      		3.13%0.56%

      Cash Exposure Over Time

      Cash Exposure % Over Time