Copyfund20 avatar

Copyfund20
🇨🇾 Tech and Durable Goods Smart Portfolio.

Cash Allocation

Range

Highest Cash
May 26, 2022
Lowest Cash
November 10, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
December 9, 2022
Least Diversified
0 instruments
May 26, 2022
Average
25.5 instruments

Most Consistent Holdings

Top 5

avatarTSLA
75.82%
avatarBAS.DE
75.82%
avatarMBG.DE
75.82%
avatarDTE.DE
75.82%
avatarVOW3.DE
75.82%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 10, 2022
Lowest Exposure
May 26, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
16.56%
Consumer Durables
16.24%
Producer Manufacturing
9.32%
Technology Services
5.1%
Finance
4.01%

Top Countries

Top 5

🇺🇸United States
29.09%
🇭🇰Hong Kong
9.5%
🇩🇪Germany
6.77%
🇫🇷France
5.87%
🇨🇳China
4.4%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
10.09%0%66.42%10/21/2024
TTITTI (669.HK)
4.88%0%75.73%2/1/2025
AlphabetAlphabet (GOOGL)
3.73%0%75.82%2/1/2025
Schneider ElectricSchneider Electric (SU.PA)
2.94%0%75.82%2/1/2025
Societe GeneraleSociete Generale (GLE.PA)
2.44%0%75.82%2/1/2025
CK HutchisonCK Hutchison (00001.HK)
2.33%0%75.73%2/1/2025
BYDBYD (01211.HK)
2.24%0%65.15%10/7/2024
TeslaTesla (TSLA)
2.24%0%75.82%2/1/2025
OrstedOrsted (ORSTED.CO)
2.15%0%75.82%2/1/2025
BASFBASF (BAS.DE)
2%0%75.82%2/1/2025
Texas InstrumentsTexas Instruments (TXN)
1.9%0%75.82%2/1/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
1.65%0%75.82%2/1/2025
GMGM (GM)
1.63%0%66.51%10/22/2024
Deutsche TelekomDeutsche Telekom (DTE.DE)
1.59%0%75.82%2/1/2025
WolfspeedWolfspeed (WOLF)
1.56%0%75.82%2/1/2025
EmbracerEmbracer (EMBRACB.ST)
1.38%0%75.82%2/1/2025
GeelyGeely (00175.HK)
1.21%0%75.73%2/1/2025
MeituanMeituan (03690.HK)
1.15%0%75.73%2/1/2025
AptivAptiv (APTV)
1.11%0%75.82%2/1/2025
GCLGCL (3800.HK)
1.08%0%75.73%2/1/2025
VolkswagenVolkswagen (VOW3.DE)
1.07%0%75.82%2/1/2025
ChargePointChargePoint (CHPT)
1.01%0%75.82%2/1/2025
HondaHonda (HMC)
0.88%0%29.84%9/12/2023
AmbarellaAmbarella (AMBA)
0.85%0%75.82%2/1/2025
XPengXPeng (XPEV)
0.85%0%75.82%2/1/2025
IntelIntel (INTC)
0.76%0%35.68%11/16/2023
TLG Immobilien AGTLG Immobilien AG (TLG.DE)
0.64%0%13.14%5/25/2022
CHSCHS (CYH)
0.59%0%13.14%5/25/2022
Plug PowerPlug Power (PLUG)
0.57%0%75.82%2/1/2025
Interactive BrokersInteractive Brokers (IBKR)
0.57%0%13.14%5/25/2022
HusqvarnaHusqvarna (HUSQB.ST)
0.56%0%13.14%5/25/2022
Northern TrustNorthern Trust (NTRS)
0.56%0%13.14%5/25/2022
FiskerFisker (FSRNQ)
0.55%0%34.95%11/8/2023
Short-ETFsShort-ETFs
0.55%0%57.94%2/1/2025
SonocoSonoco (SON)
0.52%0%13.14%5/25/2022
UCBUCB (UCB.BR)
0.51%0%13.14%5/25/2022
Foreign & ColonialForeign & Colonial (FCIT.L)
0.51%0%13.14%5/25/2022
Barry CallebautBarry Callebaut (BARN.ZU)
0.5%0%13.14%5/25/2022
RotorkRotork (ROR.L)
0.5%0%13.14%5/25/2022
GetlinkGetlink (GET.PA)
0.5%0%13.14%5/25/2022
LundbergföretagenLundbergföretagen (LUND-B.ST)
0.49%0%13.14%5/25/2022
MastercardMastercard (MA)
0.48%0%13.14%5/25/2022
TransUnionTransUnion (TRU)
0.47%0%13.14%5/25/2022
BMWBMW (BMW.DE)
0.46%0%18.52%5/8/2023
European Opportunities TrustEuropean Opportunities Trust (EOT.L)
0.46%0%13.14%5/25/2022
RenaissanceReRenaissanceRe (RNR)
0.45%0%13.14%5/25/2022
SamsungSamsung (SMSN.L)
0.43%0%13.14%5/25/2022
SchindlerSchindler (SCHP.ZU)
0.4%0%13.14%5/25/2022
CoherentCoherent (COHR)
0.4%0%22.08%6/16/2023
MonksMonks (MNKS.L)
0.39%0%13.14%5/25/2022
LumenLumen (LUMN)
0.36%0%75.82%2/1/2025
WorkhorseWorkhorse (WKHS)
0.18%0%6.84%12/27/2022
AlibabaAlibaba (9988.HK)
0.17%0%4.47%1/5/2023
ABBABB (ABBN.ZU)
0.1%0%3.01%11/8/2022
LucidLucid (LCID)
0.08%0%44.34%9/12/2024
VestasVestas (VWS.CO)
0.02%0%70.53%2/1/2025
Alteryx Inc.Alteryx Inc. (AYX)
0.01%0%0.46%1/5/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      TTITTI (669.HK)
      		4.52%5.63%
      AlphabetAlphabet (GOOGL)
      		2.83%5.35%
      TeslaTesla (TSLA)
      		2.48%4.18%
      Schneider ElectricSchneider Electric (SU.PA)
      		1.97%3.95%
      Societe GeneraleSociete Generale (GLE.PA)
      		2.21%2.82%
      CK HutchisonCK Hutchison (00001.HK)
      		2.49%2.29%
      Deutsche TelekomDeutsche Telekom (DTE.DE)
      		1.31%2.1%
      Texas InstrumentsTexas Instruments (TXN)
      		1.8%2.07%
      BASFBASF (BAS.DE)
      		1.82%1.84%
      GeelyGeely (00175.HK)
      		1.4%1.83%
      OrstedOrsted (ORSTED.CO)
      		3.16%1.54%
      Short-ETFsShort-ETFs
      		0.46%1.49%
      MeituanMeituan (03690.HK)
      		1.57%1.4%
      EmbracerEmbracer (EMBRACB.ST)
      		2.9%1.37%
      Mercedes-BenzMercedes-Benz (MBG.DE)
      		1.39%1.36%
      AmbarellaAmbarella (AMBA)
      		0.83%0.98%
      XPengXPeng (XPEV)
      		0.84%0.93%
      VolkswagenVolkswagen (VOW3.DE)
      		1.25%0.84%
      AptivAptiv (APTV)
      		1.13%0.78%
      GCLGCL (3800.HK)
      		1.85%0.77%
      LumenLumen (LUMN)
      		0.33%0.28%
      WolfspeedWolfspeed (WOLF)
      		3.94%0.26%
      Plug PowerPlug Power (PLUG)
      		0.86%0.12%
      ChargePointChargePoint (CHPT)
      		0.72%0.06%
      VestasVestas (VWS.CO)
      		0.02%0.01%
      LucidLucid (LCID)
      		0.02%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time