DeanFredericks avatar

DeanFredericks
🇿🇦 ETF Investor.
160 copiers.

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
99.91%
avatarTSLA
99.91%
avatarLMT
99.91%
avatarNEE
99.91%
avatarQQQ
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
January 4, 2022
Lowest Exposure
December 31, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
37.96%
Consumer Durables
26.25%
Cryptocurrencies
15.42%
Technology Services
10.63%
Electronic Technology
4.83%

Top Countries

Top 5

🇺🇸United States
46.5%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TeslaTesla (TSLA)
26.25%0%99.91%2/1/2025
BitcoinBitcoin (BTC)
15.42%0%99.91%2/1/2025
MicrosoftMicrosoft (MSFT)
6.3%0%99.91%2/1/2025
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
6.02%0%91.97%2/1/2025
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
5.95%0%99.91%2/1/2025
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
5.8%0%99.91%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
5.67%0%99.91%2/1/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
5.44%0%99.91%2/1/2025
Lockheed MartinLockheed Martin (LMT)
4.83%0%99.91%2/1/2025
NextEraNextEra (NEE)
4.8%0%99.91%2/1/2025
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
4.36%0%99.91%2/1/2025
MicroStrategyMicroStrategy (MSTR)
4.32%0%99.91%2/1/2025
iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
3.02%0%96.35%12/24/2024
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
1.13%0%99.91%2/1/2025
iShares S&P 500 UCITS ETF (Dist)iShares S&P 500 UCITS ETF (Dist) (IUSA.L)
0.53%0%7.94%1/9/2023
ARK 21Shares Bitcoin ETFARK 21Shares Bitcoin ETF (ARKB)
0.05%0%19.07%10/24/2024

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 Exposure Over Time

      Cash Exposure % Over Time