Drexinyel avatar

Drexinyel
🇨🇭 Software and Financial Services Investor.
1 copier.

Cash Allocation

Range

Highest Cash
August 25, 2023
Lowest Cash
December 27, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
46 instruments
November 3, 2023
Least Diversified
0 instruments
February 2, 2025
Average
36.4 instruments

Most Consistent Holdings

Top 5

avatarDIS
99.87%
avatarINTC
99.87%
avatarT
99.87%
avatarVZ
99.87%
avatarBABA
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 27, 2023
Lowest Exposure
August 25, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
34.83%
Finance
17.41%
Communications
6.47%
Transportation
5.8%
Industrial Services
4.74%

Top Countries

Top 5

🇺🇸United States
89.57%
🇨🇳China
1.65%
🇬🇧United Kingdom
1.44%
🇨🇦Canada
1.34%
🇺🇾Uruguay
0.75%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
UpstartUpstart (UPST)
26.73%0%99.87%2/1/2025
UPSUPS (UPS)
5.8%0%66.8%2/1/2025
VerizonVerizon (VZ)
5.39%0%99.87%2/1/2025
JPMorganJPMorgan (JPM)
3.88%0%64.14%2/1/2025
AnnalyAnnaly (NLY)
3.87%0%65.74%2/1/2025
Kinder MorganKinder Morgan (KMI)
3.42%0%67.2%2/1/2025
StarbucksStarbucks (SBUX)
3.19%0%67.2%2/1/2025
Crown CastleCrown Castle (CCI)
2.89%0%67.2%2/1/2025
FordFord (F)
2.42%0%64.01%2/1/2025
NetflixNetflix (NFLX)
2.07%0%57.24%3/15/2024
AmazonAmazon (AMZN)
1.83%0%57.24%3/15/2024
Vitesse EnergyVitesse Energy (VTS)
1.8%0%64.28%2/1/2025
Coca-ColaCoca-Cola (KO)
1.72%0%66.53%2/1/2025
IntelIntel (INTC)
1.71%0%99.87%2/1/2025
Realty IncomeRealty Income (O)
1.62%0%66.93%2/1/2025
WP CareyWP Carey (WPC)
1.62%0%66.93%2/1/2025
CiscoCisco (CSCO)
1.5%0%71.45%2/1/2025
MetaMeta (META)
1.47%0%48.87%1/11/2024
AlibabaAlibaba (BABA)
1.45%0%99.87%2/1/2025
UnileverUnilever (UL.US)
1.44%0%65.21%2/1/2025
Block Inc.Block Inc. (XYZ)
1.4%0%99.87%2/1/2025
AltriaAltria (MO)
1.31%0%70.92%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.24%0%15.01%1/17/2024
NextEraNextEra (NEE)
1.14%0%40.37%2/1/2025
EPREPR (EPR)
1.09%0%65.74%2/1/2025
AT&TAT&T (T)
1.08%0%99.87%2/1/2025
Devon EnergyDevon Energy (DVN)
1.04%0%66.53%2/1/2025
Bank of AmericaBank of America (BAC)
0.99%0%65.6%2/1/2025
PembinaPembina (PBA)
0.96%0%65.07%2/1/2025
LTC PropertiesLTC Properties (LTC.US)
0.91%0%64.94%2/1/2025
AlphabetAlphabet (GOOG)
0.9%0%31.34%8/29/2023
MercadoLibreMercadoLibre (MELI)
0.75%0%77.16%8/13/2024
CoterraCoterra (CTRA)
0.71%0%65.74%2/1/2025
SalesforceSalesforce (CRM)
0.69%0%47.68%1/2/2024
ARK Innovation ETFARK Innovation ETF (ARKK)
0.67%0%99.87%2/1/2025
DisneyDisney (DIS)
0.67%0%99.87%2/1/2025
EnvivaEnviva (EVVAQ)
0.56%0%29.22%10/23/2024
VICI PropertiesVICI Properties (VICI)
0.54%0%44.36%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.52%0%5.71%2/14/2023
SnowflakeSnowflake (SNOW)
0.39%0%99.87%2/1/2025
ShopifyShopify (SHOP)
0.38%0%99.87%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
0.38%0%5.71%2/14/2023
Antero MidstreamAntero Midstream (AM)
0.36%0%63.35%2/1/2025
AtlassianAtlassian (TEAM)
0.34%0%99.87%2/1/2025
TeslaTesla (TSLA)
0.3%0%89.24%11/13/2024
AdobeAdobe (ADBE)
0.23%0%40.5%11/9/2023
BaozunBaozun (BZUN)
0.2%0%99.87%2/1/2025
PayPalPayPal (PYPL)
0.2%0%99.87%2/1/2025
TeladocTeladoc (TDOC)
0.13%0%99.87%2/1/2025
DocuSignDocuSign (DOCU)
0.11%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
0.1%0%5.71%2/14/2023
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
0.08%0%5.71%2/14/2023
BitcoinBitcoin (BTC)
0.07%0%4.25%2/12/2024
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.05%0%99.87%2/1/2025
Origin MaterialsOrigin Materials (ORGN)
0.05%0%9.83%2/1/2025
NVIDIANVIDIA (NVDA)
0.04%0%4.91%2/8/2023
AppleApple (AAPL)
0.04%0%0.66%1/6/2023
CardanoCardano (ADA)
0.03%0%4.38%2/14/2024
EthereumEthereum (ETH)
0.02%0%2.79%2/12/2024
DecentralandDecentraland (MANA)
0.01%0%2.66%2/12/2024
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%8.1%1/2/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      UpstartUpstart (UPST)
      		13.53%19.63%
      UPSUPS (UPS)
      		10.1%7.89%
      Kinder MorganKinder Morgan (KMI)
      		5.17%7.82%
      VerizonVerizon (VZ)
      		7.51%7.23%
      AnnalyAnnaly (NLY)
      		7.1%6.24%
      JPMorganJPMorgan (JPM)
      		3.93%6.18%
      StarbucksStarbucks (SBUX)
      		4.9%4.76%
      FordFord (F)
      		5.17%4.06%
      Crown CastleCrown Castle (CCI)
      		3.6%3.06%
      Vitesse EnergyVitesse Energy (VTS)
      		2.71%2.94%
      NextEraNextEra (NEE)
      		2.39%2.51%
      Coca-ColaCoca-Cola (KO)
      		2.12%2.11%
      Realty IncomeRealty Income (O)
      		2.21%2%
      CiscoCisco (CSCO)
      		1.95%2%
      UnileverUnilever (UL.US)
      		1.81%1.91%
      WP CareyWP Carey (WPC)
      		2.29%1.84%
      AltriaAltria (MO)
      		1.52%1.77%
      AT&TAT&T (T)
      		1.34%1.56%
      Bank of AmericaBank of America (BAC)
      		1.02%1.48%
      EPREPR (EPR)
      		1.38%1.36%
      Devon EnergyDevon Energy (DVN)
      		1.92%1.31%
      PembinaPembina (PBA)
      		1.08%1.25%
      LTC PropertiesLTC Properties (LTC.US)
      		1.12%1.17%
      VICI PropertiesVICI Properties (VICI)
      		1.19%1.14%
      Block Inc.Block Inc. (XYZ)
      		3.16%1.05%
      CoterraCoterra (CTRA)
      		0.96%0.86%
      AlibabaAlibaba (BABA)
      		1.78%0.84%
      Origin MaterialsOrigin Materials (ORGN)
      		0.57%0.64%
      ARK Innovation ETFARK Innovation ETF (ARKK)
      		0.99%0.54%
      Antero MidstreamAntero Midstream (AM)
      		0.44%0.51%
      DisneyDisney (DIS)
      		0.65%0.47%
      IntelIntel (INTC)
      		1.27%0.44%
      ShopifyShopify (SHOP)
      		0.36%0.39%
      AtlassianAtlassian (TEAM)
      		0.36%0.28%
      SnowflakeSnowflake (SNOW)
      		0.54%0.24%
      PayPalPayPal (PYPL)
      		0.36%0.15%
      DocuSignDocuSign (DOCU)
      		0.2%0.11%
      BaozunBaozun (BZUN)
      		0.54%0.08%
      TeladocTeladoc (TDOC)
      		0.54%0.04%
      Warner Bros DiscoveryWarner Bros Discovery (WBD)
      		0.08%0.03%

      Cash Exposure Over Time

      Cash Exposure % Over Time