Clansi avatar

Clansi
🇩🇪 Software Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
February 2, 2024
Lowest Cash
February 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
38 instruments
June 15, 2023
Least Diversified
0 instruments
February 2, 2025
Average
35.4 instruments

Most Consistent Holdings

Top 5

avatarBAC
99.91%
avatarCSCO
99.91%
avatarDIS
99.91%
avatarJPM
99.91%
avatarT
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 1, 2022
Lowest Exposure
February 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
22.68%
Finance
12.79%
Health Technology
9.62%
Electronic Technology
7.64%
Consumer Non Durables
6.22%

Top Countries

Top 5

🇺🇸United States
73.14%
🇩🇰Denmark
3.93%
🇬🇧United Kingdom
3.2%
🇦🇺Australia
2.62%
🇮🇪Ireland
2.19%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Eli LillyEli Lilly (LLY)
5.17%0%98.18%2/1/2025
Novo NordiskNovo Nordisk (NOVO-B.CO)
3.93%0%99.91%2/1/2025
Palo Alto NetworksPalo Alto Networks (PANW)
3.66%0%97.54%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.17%0%99.91%2/1/2025
AdobeAdobe (ADBE)
3.07%0%79.38%2/1/2025
AlphabetAlphabet (GOOG)
3.03%0%85.13%2/1/2025
WalmartWalmart (WMT)
2.98%0%99.91%2/1/2025
AECOMAECOM (ACM)
2.92%0%99.91%2/1/2025
IBMIBM (IBM)
2.83%0%97.54%2/1/2025
MastercardMastercard (MA)
2.76%0%99.91%2/1/2025
ExxonMobilExxonMobil (XOM)
2.75%0%61.59%12/6/2023
Philip MorrisPhilip Morris (PM)
2.73%0%99.91%2/1/2025
MicrosoftMicrosoft (MSFT)
2.73%0%99.27%2/1/2025
BHPBHP (BHP)
2.62%0%99.91%2/1/2025
BPBP (BP.L)
2.61%0%79.74%2/1/2025
EAEA (EA)
2.58%0%99.91%2/1/2025
SalesforceSalesforce (CRM)
2.58%0%99.91%2/1/2025
JPMorganJPMorgan (JPM)
2.56%0%99.91%2/1/2025
Goldman SachsGoldman Sachs (GS)
2.52%0%99.91%2/1/2025
Wells FargoWells Fargo (WFC)
2.5%0%99.91%2/1/2025
AmazonAmazon (AMZN)
2.45%0%99%2/1/2025
Western DigitalWestern Digital (WDC)
2.42%0%92.97%2/1/2025
AccentureAccenture (ACN)
2.19%0%99.91%2/1/2025
CiscoCisco (CSCO)
2.13%0%99.91%2/1/2025
Bank of AmericaBank of America (BAC)
2.03%0%99.91%2/1/2025
SunnovaSunnova (NOVA)
1.84%0%92.97%2/1/2025
AdidasAdidas (ADS.DE)
1.83%0%98.18%2/1/2025
DisneyDisney (DIS)
1.77%0%99.91%2/1/2025
AT&TAT&T (T)
1.67%0%99.91%2/1/2025
NikeNike (NKE)
1.6%0%99.91%2/1/2025
AMDAMD (AMD)
1.13%0%99.91%2/1/2025
PayPalPayPal (PYPL)
1.1%0%98.18%2/1/2025
NVIDIANVIDIA (NVDA)
1.1%0%43.43%5/30/2023
GevoGevo (GEVO)
0.97%0%92.97%2/1/2025
DuPontDuPont (DD)
0.95%0%40.05%2/1/2025
LitecoinLitecoin (LTC)
0.76%0%99.91%2/1/2025
Rio TintoRio Tinto (RIO.L)
0.59%0%15.88%6/24/2022
RocheRoche (ROG.ZU)
0.52%0%21.99%2/1/2025
IntelIntel (INTC)
0.47%0%17.43%12/26/2023
AppleApple (AAPL)
0.39%0%11.86%5/11/2022
3M3M (MMM)
0.23%0%9.67%7/26/2024
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.23%0%4.56%2/24/2022
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.23%0%90.69%2/1/2025
AlibabaAlibaba (BABA)
0.2%0%6.66%3/15/2022
McDonald'sMcDonald's (MCD)
0.09%0%3.65%10/6/2023
Anheuser-BuschAnheuser-Busch (BUD)
0.03%0%1.28%6/28/2023
Procter & GambleProcter & Gamble (PG)
0.03%0%1.09%6/26/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Eli LillyEli Lilly (LLY)
      		2.42%6.39%
      Palo Alto NetworksPalo Alto Networks (PANW)
      		2.42%4.63%
      AlphabetAlphabet (GOOG)
      		2.42%3.96%
      WalmartWalmart (WMT)
      		2.42%3.93%
      IBMIBM (IBM)
      		2.42%3.33%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		2.42%3.31%
      Novo NordiskNovo Nordisk (NOVO-B.CO)
      		2.42%3.29%
      SalesforceSalesforce (CRM)
      		2.42%3.19%
      JPMorganJPMorgan (JPM)
      		2.42%3.15%
      AdobeAdobe (ADBE)
      		2.42%3.13%
      Goldman SachsGoldman Sachs (GS)
      		2.42%3.09%
      AmazonAmazon (AMZN)
      		2.42%3.05%
      AECOMAECOM (ACM)
      		2.42%2.99%
      MastercardMastercard (MA)
      		2.42%2.96%
      Wells FargoWells Fargo (WFC)
      		2.42%2.89%
      MicrosoftMicrosoft (MSFT)
      		2.42%2.82%
      Philip MorrisPhilip Morris (PM)
      		2.42%2.64%
      Western DigitalWestern Digital (WDC)
      		2.42%2.5%
      EAEA (EA)
      		2.42%2.33%
      RocheRoche (ROG.ZU)
      		2.42%2.26%
      DuPontDuPont (DD)
      		2.42%2.22%
      CiscoCisco (CSCO)
      		2.42%2.04%
      Bank of AmericaBank of America (BAC)
      		2.42%2.03%
      AccentureAccenture (ACN)
      		2.42%1.99%
      AdidasAdidas (ADS.DE)
      		2.42%1.9%
      BPBP (BP.L)
      		2.42%1.83%
      BHPBHP (BHP)
      		2.42%1.73%
      AT&TAT&T (T)
      		2.42%1.63%
      DisneyDisney (DIS)
      		2.42%1.54%
      SunnovaSunnova (NOVA)
      		4.85%1.07%
      PayPalPayPal (PYPL)
      		2.42%1.01%
      GevoGevo (GEVO)
      		2.42%0.97%
      NikeNike (NKE)
      		2.42%0.92%
      AMDAMD (AMD)
      		1.21%0.9%
      LitecoinLitecoin (LTC)
      		2.42%0.81%
      Warner Bros DiscoveryWarner Bros Discovery (WBD)
      		0.49%0.18%

      Cash Exposure Over Time

      Cash Exposure % Over Time