Denisa-Andreea34 avatar

Denisa-Andreea34
🇷🇴 Durable Goods and ETF Investor.
824 copiers.

Cash Allocation

Range

Highest Cash
October 6, 2022
Lowest Cash
October 8, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
19 instruments
January 22, 2025
Least Diversified
0 instruments
October 6, 2022
Average
11.6 instruments

Most Consistent Holdings

Top 5

avatarQQQ
99.64%
avatarAAPL
81.97%
avatarGOOG
81.97%
avatarAMZN
81.97%
avatarKO
81.97%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 8, 2022
Lowest Exposure
October 6, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
44.92%
Technology Services
11.01%
Consumer Durables
9.32%
Finance
7.05%
Consumer Services
5.38%

Top Countries

Top 5

🇺🇸United States
44.71%
🇩🇪Germany
2.01%
🇨🇦Canada
0.04%

Number of Instruments

Holdings over time

(Since October 6, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Invesco QQQInvesco QQQ (QQQ)
43.94%0%99.64%2/1/2025
TeslaTesla (TSLA)
9.32%0%81.97%2/1/2025
PalantirPalantir (PLTR)
5.27%0%61.3%2/1/2025
DisneyDisney (DIS)
4.64%0%79.45%2/1/2025
AmazonAmazon (AMZN)
4.1%0%81.97%2/1/2025
BlackRockBlackRock (BLK)
3.89%0%72.24%2/1/2025
Bank of AmericaBank of America (BAC)
3.15%0%72.24%2/1/2025
AppleApple (AAPL)
2.86%0%81.97%2/1/2025
AlphabetAlphabet (GOOG)
2.75%0%81.97%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
2.47%0%76.2%2/1/2025
Coca-ColaCoca-Cola (KO)
2.13%0%81.97%2/1/2025
SiemensSiemens (SIE.DE)
2.01%0%61.42%2/1/2025
MicrosoftMicrosoft (MSFT)
1.94%0%79.45%2/1/2025
MetaMeta (META)
1.06%0%40.26%3/11/2024
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
0.97%0%36.42%2/1/2025
StarbucksStarbucks (SBUX)
0.74%0%32.45%2/1/2025
Union PacificUnion Pacific (UNP)
0.39%0%28.13%2/1/2025
CNRCNR (CNI)
0.04%0%11.3%2/1/2025
Realty IncomeRealty Income (O)
0%0%1.32%2/1/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0%0%1.32%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      PalantirPalantir (PLTR)
      		2.86%9.41%
      TeslaTesla (TSLA)
      		5.63%9.21%
      Invesco QQQInvesco QQQ (QQQ)
      		5.36%7.66%
      BlackRockBlackRock (BLK)
      		2.63%2.91%
      DisneyDisney (DIS)
      		2.67%2.66%
      AppleApple (AAPL)
      		1.56%1.86%
      AmazonAmazon (AMZN)
      		1.11%1.74%
      SiemensSiemens (SIE.DE)
      		1.74%1.67%
      Bank of AmericaBank of America (BAC)
      		1.23%1.52%
      StarbucksStarbucks (SBUX)
      		1.48%1.39%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		1.78%1.34%
      iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
      		1.41%1.28%
      Union PacificUnion Pacific (UNP)
      		1.19%0.92%
      AlphabetAlphabet (GOOG)
      		0.59%0.91%
      Coca-ColaCoca-Cola (KO)
      		0.85%0.71%
      MicrosoftMicrosoft (MSFT)
      		0.62%0.7%
      CNRCNR (CNI)
      		0.3%0.22%

      Cash Exposure Over Time

      Cash Exposure % Over Time