DanielOrman avatar

DanielOrman
🇬🇧 Growth Consumable Goods and Software Investor.
1 copier.

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
December 16, 2024
Lowest Cash
February 17, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
31 instruments
February 28, 2024
Least Diversified
20 instruments
January 2, 2023
Average
27.9 instruments

Most Consistent Holdings

Top 5

avatarAXP
100%
avatarBTC
100%
avatarETH
100%
avatarASML
97.83%
avatarGOOGL
95.56%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 17, 2023
Lowest Exposure
December 16, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
21.9%
Technology Services
13.56%
Electronic Technology
12.13%
Consumer Services
11.73%
Cryptocurrencies
10.67%

Top Countries

Top 5

🇺🇸United States
55.83%
🇬🇧United Kingdom
11.23%
🇳🇱Netherlands
5.04%
🇨🇳China
4.83%
🇨🇦Canada
2.87%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BitcoinBitcoin (BTC)
6.14%5.27%100%-
American ExpressAmerican Express (AXP)
5.87%5.57%100%-
AppleApple (AAPL)
5.32%0%74.36%2/3/2025
ASMLASML (ASML)
5.04%7.62%97.83%-
DisneyDisney (DIS)
4.58%0%84.71%5/19/2025
AmazonAmazon (AMZN)
4.28%4.92%77.42%-
AlphabetAlphabet (GOOGL)
3.94%7.14%95.56%-
PersimmonPersimmon (PSN.L)
3.81%0%88.36%6/25/2025
EthereumEthereum (ETH)
3.55%3.65%100%-
TencentTencent (0700.HK)
2.84%3.07%94.38%-
Coca-ColaCoca-Cola (KO)
2.7%0%55.33%7/24/2024
BookingBooking (BKNG)
2.61%3.13%77.42%-
NuNu (NU)
2.49%5.56%59.07%-
Capital OneCapital One (COF)
2.41%2.3%86.69%-
NextEraNextEra (NEE)
2.28%0%58.58%8/26/2024
EvolutionEvolution (EVO.ST)
2.25%3.46%65.88%-
PHPPHP (PHP.L)
2.25%0%66.77%11/18/2024
SoFiSoFi (SOFI)
2.18%6.68%46.25%-
WetherspoonWetherspoon (JDW.L)
2.17%0%43.49%3/25/2024
PrologisPrologis (PLD)
2.06%0%33.53%12/14/2023
AlibabaAlibaba (BABA)
1.99%4.79%63.12%-
AirbnbAirbnb (ABNB)
1.94%1.74%77.81%-
MicrosoftMicrosoft (MSFT)
1.77%2.77%75.54%-
CelsiusCelsius (CELH)
1.7%5.42%43.49%-
KLAKLA (KLAC)
1.7%4.26%61.54%-
TeslaTesla (TSLA)
1.63%0%90.93%7/30/2025
BrookfieldBrookfield (BN.US)
1.59%0%53.75%7/8/2024
BlackRockBlackRock (BLK)
1.46%0%34.42%2/6/2024
LVMHLVMH (MC.PA)
1.43%2.74%51.58%-
VisaVisa (V)
1.41%1.62%61.14%-
EnbridgeEnbridge (ENB)
1.28%0%44.87%4/8/2024
UnileverUnilever (ULVR.L)
1.26%0%45.76%4/17/2024
Hims & HersHims & Hers (HIMS)
1.22%4.11%31.85%-
PaycomPaycom (PAYC)
1.16%2.01%40.63%-
Novo-NordiskNovo-Nordisk (NVO)
1.07%2.98%27.71%-
PepsiCoPepsiCo (PEP)
1.01%0%19.13%7/17/2023
Severn TrentSevern Trent (SVT.L)
0.96%0%37.48%1/23/2024
IntuitIntuit (INTU)
0.78%0%49.7%2/3/2025
National GridNational Grid (NG.L)
0.77%0%42.11%3/11/2024
MondelezMondelez (MDLZ)
0.61%0%22.19%8/17/2023
CardanoCardano (ADA)
0.58%0%77.91%3/11/2025
AutodeskAutodesk (ADSK)
0.46%0.71%48.92%-
StarbucksStarbucks (SBUX)
0.42%0%17.46%10/3/2024
PDD HoldingsPDD Holdings (PDD)
0.41%1.45%28.8%-
CosmosCosmos (ATOM)
0.4%0%90.14%8/27/2025
dLocaldLocal (DLO)
0.22%2.34%11.74%-
OMAOMA (OMAB)
0.17%1.24%13.71%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.12%0%3.45%8/22/2023
ClearClear (YOU)
0.1%1.6%5.33%-
TSMCTSMC (TSM)
0.06%0%1.28%1/23/2023
FortinetFortinet (FTNT)
0.05%0.99%5.33%-
BrookfieldBrookfield (BAM)
0.05%0%5.52%2/27/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
American ExpressAmerican Express (AXP)
4.68%6.22%
AmazonAmazon (AMZN)
5.18%5.98%
BitcoinBitcoin (BTC)
1.79%5.8%
AlphabetAlphabet (GOOGL)
4.77%5.25%
ASMLASML (ASML)
6.17%5.1%
SoFiSoFi (SOFI)
2.42%4.7%
NuNu (NU)
5.96%4.43%
EvolutionEvolution (EVO.ST)
5.93%4.02%
AppleApple (AAPL)
3.13%4.02%
BookingBooking (BKNG)
3.73%4.01%
LVMHLVMH (MC.PA)
4.92%3.79%
DisneyDisney (DIS)
3.91%3.55%
KLAKLA (KLAC)
4.09%3.09%
AlibabaAlibaba (BABA)
3.39%3.07%
CelsiusCelsius (CELH)
4.31%2.78%
TencentTencent (0700.HK)
2.87%2.7%
PaycomPaycom (PAYC)
2.61%2.69%
EthereumEthereum (ETH)
1.68%2.68%
Capital OneCapital One (COF)
1.79%2.51%
PersimmonPersimmon (PSN.L)
3.28%2.48%
TeslaTesla (TSLA)
1.08%2.41%
AirbnbAirbnb (ABNB)
2.94%2.37%
VisaVisa (V)
2.08%1.95%
MicrosoftMicrosoft (MSFT)
1.99%1.85%
Hims & HersHims & Hers (HIMS)
1.77%1.21%
IntuitIntuit (INTU)
1.23%1.12%
AutodeskAutodesk (ADSK)
0.77%0.89%
CardanoCardano (ADA)
0.49%0.68%
CosmosCosmos (ATOM)
0.59%0.22%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments