DeanFredericks avatar

DeanFredericks
🇿🇦 Diversified ETF Investor.
158 copiers.

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 31, 2022
Lowest Cash
January 4, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
March 28, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.1 instruments

Most Consistent Holdings

Top 5

avatarMSFT
99.92%
avatarTSLA
99.92%
avatarNEE
99.92%
avatarQQQ
99.92%
avatarDGRO
99.92%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 4, 2022
Lowest Exposure
December 31, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
37.28%
Consumer Durables
25.68%
Cryptocurrencies
16.21%
Technology Services
11.4%
Electronic Technology
4.65%

Top Countries

Top 5

🇺🇸United States
46.35%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TeslaTesla (TSLA)
25.68%19.1%99.92%-
BitcoinBitcoin (BTC)
16.21%24.21%99.92%-
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
6.32%8.83%92.79%-
MicrosoftMicrosoft (MSFT)
6.17%5.49%99.92%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
5.79%4.26%99.92%-
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
5.66%4.6%99.92%-
Invesco QQQInvesco QQQ (QQQ)
5.59%4.97%99.92%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
5.26%3.42%99.84%-
MicroStrategyMicroStrategy (MSTR)
5.23%14.09%99.92%-
Lockheed MartinLockheed Martin (LMT)
4.65%3.07%99.84%-
NextEraNextEra (NEE)
4.6%2.82%99.92%-
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
4.25%3.38%99.92%-
iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
2.71%0%86.56%12/24/2024
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
1.18%1.59%99.84%-
iShares S&P 500 UCITS ETF (Dist)iShares S&P 500 UCITS ETF (Dist) (IUSA.L)
0.48%0%7.13%1/9/2023
ARK 21Shares Bitcoin ETFARK 21Shares Bitcoin ETF (ARKB)
0.05%0%17.13%10/24/2024
GameStopGameStop (GME)
0.01%0.09%5.9%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
TeslaTesla (TSLA)
6.63%26.73%
BitcoinBitcoin (BTC)
6.22%21.96%
MicroStrategyMicroStrategy (MSTR)
6.04%10.92%
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
18.13%8.53%
MicrosoftMicrosoft (MSFT)
7.62%4.89%
Invesco QQQInvesco QQQ (QQQ)
7.62%4.77%
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
7.62%4.53%
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
7.62%4.14%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
7.62%3.52%
Lockheed MartinLockheed Martin (LMT)
5.72%3.08%
NextEraNextEra (NEE)
7.62%2.79%
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
7.62%2.71%
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
3.81%1.42%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments