Dastan95 avatar

Dastan95
🇷🇴 Tech and Other Investor.
1 copier.

Cash Allocation

Range

Highest Cash
April 28, 2023
Lowest Cash
December 16, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
11.8 instruments

Most Consistent Holdings

Top 5

avatarKO
99.91%
avatarTSLA
99.91%
avatarVOO
99.91%
avatarDIS
83.58%
avatarWBD
78.56%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 16, 2022
Lowest Exposure
April 28, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Durables
33.73%
ETFs
24.58%
Electronic Technology
9.24%
Consumer Non Durables
7.6%
Consumer Services
6.07%

Top Countries

Top 5

🇺🇸United States
73.12%
🇬🇧United Kingdom
1.08%
🇨🇦Canada
0.16%
🇩🇰Denmark
0.14%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TeslaTesla (TSLA)
31.35%0%99.91%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
24.58%0%99.91%2/1/2025
KLAKLA (KLAC)
8.79%0%72.81%2/1/2025
Coca-ColaCoca-Cola (KO)
6.52%0%99.91%2/1/2025
DisneyDisney (DIS)
5.68%0%83.58%2/1/2025
UltaUlta (ULTA)
4.17%0%72.81%2/1/2025
AlphabetAlphabet (GOOGL)
3.86%0%72.81%2/1/2025
Realty IncomeRealty Income (O)
3.4%0%70.44%2/1/2025
C.H. RobinsonC.H. Robinson (CHRW)
3.05%0%64.69%2/1/2025
AbbVieAbbVie (ABBV)
2.52%0%64.69%2/1/2025
GMGM (GM)
1.51%0%77.92%6/4/2024
British American TobaccoBritish American Tobacco (BTI)
1.08%0%78.1%12/5/2024
FordFord (F)
0.87%0%63.87%7/1/2024
FMCFMC (FMC)
0.51%0%44.62%8/6/2024
NVIDIANVIDIA (NVDA)
0.45%0%16.7%2/1/2025
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.39%0%78.56%12/9/2024
BlackBerryBlackBerry (BB)
0.16%0%3.01%2/2/2022
Novo-NordiskNovo-Nordisk (NVO)
0.14%0%16.7%2/1/2025
Boston ScientificBoston Scientific (BSX.US)
0.04%0%2.55%11/2/2022
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.01%0%0.18%7/1/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		24.23%23.77%
      TeslaTesla (TSLA)
      		9.37%20.89%
      KLAKLA (KLAC)
      		13.84%12.81%
      UltaUlta (ULTA)
      		8.42%6.24%
      C.H. RobinsonC.H. Robinson (CHRW)
      		7.55%6.21%
      NVIDIANVIDIA (NVDA)
      		7.81%5.8%
      DisneyDisney (DIS)
      		6.39%5.64%
      AlphabetAlphabet (GOOGL)
      		4.25%4.9%
      Coca-ColaCoca-Cola (KO)
      		5.18%4.29%
      Realty IncomeRealty Income (O)
      		5.58%3.68%
      AbbVieAbbVie (ABBV)
      		3.46%3.14%
      Novo-NordiskNovo-Nordisk (NVO)
      		1.15%0.56%

      Cash Exposure Over Time

      Cash Exposure % Over Time