ElevateInvesting avatar

ElevateInvesting
🇬🇧 Software and Tech Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
March 9, 2024
Lowest Cash
July 15, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
59 instruments
January 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
52.6 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.87%
avatarGOOG
99.87%
avatarMSFT
99.87%
avatarAMZN
99.87%
avatarDIS
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
July 15, 2023
Lowest Exposure
March 9, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
20.84%
Electronic Technology
12.84%
Retail Trade
9.54%
Consumer Durables
9.49%
Health Technology
8.95%

Top Countries

Top 5

🇺🇸United States
66.57%
🇬🇧United Kingdom
10.84%
🇩🇪Germany
3.71%
🇨🇭Switzerland
3.01%
🇫🇷France
2.75%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
6%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
5.78%0%99.87%2/1/2025
AlphabetAlphabet (GOOG)
4.61%0%99.87%2/1/2025
AppleApple (AAPL)
4.47%0%99.87%2/1/2025
NVIDIANVIDIA (NVDA)
4%0%96.28%2/1/2025
MetaMeta (META)
3.14%0%94.82%2/1/2025
DisneyDisney (DIS)
2.79%0%99.87%2/1/2025
FordFord (F)
2.56%0%99.87%2/1/2025
EthereumEthereum (ETH)
2.52%0%96.02%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.28%0%95.22%2/1/2025
NikeNike (NKE)
2.24%0%99.87%2/1/2025
IntelliaIntellia (NTLA)
1.88%0%90.04%11/19/2024
Coca-ColaCoca-Cola (KO)
1.81%0%99.87%2/1/2025
VolkswagenVolkswagen (VOW3.DE)
1.79%0%99.87%2/1/2025
GSKGSK (GSK.L)
1.75%0%99.87%2/1/2025
McDonald'sMcDonald's (MCD)
1.7%0%84.73%10/10/2024
Lithium AmericasLithium Americas (LAC)
1.64%0%51.93%2/1/2025
PorschePorsche (P911.DE)
1.6%0%76.1%8/5/2024
AlibabaAlibaba (BABA)
1.58%0%99.87%2/1/2025
LVMHLVMH (MC.PA)
1.57%0%69.19%1/31/2025
CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
1.57%0%99.87%2/1/2025
TeslaTesla (TSLA)
1.54%0%75.7%8/2/2024
Lloyd'sLloyd's (LLOY.L)
1.46%0%54.58%2/23/2024
GlencoreGlencore (GLEN.L)
1.44%0%84.06%2/1/2025
HSBCHSBC (HSBA.L)
1.41%0%76.1%8/5/2024
NetflixNetflix (NFLX)
1.34%0%54.05%8/5/2024
Take-TwoTake-Two (TTWO)
1.2%0%80.08%2/1/2025
Rolls-RoyceRolls-Royce (RR.L)
1.16%0%39.84%3/8/2024
Bio-RadBio-Rad (BIO)
1.13%0%76.1%8/5/2024
SnowflakeSnowflake (SNOW)
1.09%0%90.04%11/19/2024
Turtle BeachTurtle Beach (TBCH)
1.09%0%99.87%2/1/2025
AXAAXA (CS.PA)
1.08%0%72.24%1/27/2025
UnileverUnilever (ULVR.L)
0.9%0%80.21%9/5/2024
AirbnbAirbnb (ABNB)
0.87%0%85.39%10/15/2024
DiageoDiageo (DGE.L)
0.86%0%60.16%7/22/2024
Orchid IslandOrchid Island (ORC)
0.85%0%51.26%2/1/2025
TritaxTritax (BBOX.L)
0.84%0%40.9%6/4/2024
DunelmDunelm (DNLM.L)
0.79%0%67.73%6/3/2024
VisaVisa (V)
0.75%0%23.77%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.74%0%48.74%2/1/2025
Realty IncomeRealty Income (O)
0.72%0%51.39%2/1/2025
BitcoinBitcoin (BTC)
0.71%0%24.17%2/1/2025
PTCPTC (PTC)
0.71%0%37.32%10/16/2023
ShopifyShopify (SHOP)
0.69%0%84.46%10/7/2024
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.66%0%67.99%6/5/2024
BioNanoBioNano (BNGO)
0.66%0%90.04%11/19/2024
SunrunSunrun (RUN)
0.63%0%90.04%11/19/2024
StarbucksStarbucks (SBUX)
0.62%0%43.03%11/28/2023
MastercardMastercard (MA)
0.59%0%31.74%2/1/2025
Palo Alto NetworksPalo Alto Networks (PANW)
0.57%0%18.46%8/5/2024
AlbemarleAlbemarle (ALB)
0.56%0%28.15%8/5/2024
Novo-NordiskNovo-Nordisk (NVO)
0.55%0%31.47%2/1/2025
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.55%0%37.32%10/16/2023
SupermicroSupermicro (SMCI)
0.5%0%42.1%2/1/2025
Lockheed MartinLockheed Martin (LMT)
0.49%0%38.38%7/26/2024
Johnson MattheyJohnson Matthey (JMAT.L)
0.46%0%47.01%8/5/2024
WalgreensWalgreens (WBA)
0.43%0%36.92%12/19/2023
SolarEdgeSolarEdge (SEDG)
0.43%0%90.04%11/19/2024
ChevronChevron (CVX)
0.41%0%23.77%2/1/2025
WalmartWalmart (WMT)
0.41%0%23.51%2/1/2025
TSMCTSMC (TSM)
0.39%0%23.37%2/1/2025
JPMorganJPMorgan (JPM)
0.37%0%34%5/30/2024
IntelIntel (INTC)
0.37%0%50.73%1/25/2024
EAEA (EA)
0.36%0%33.2%9/14/2023
Legal & GeneralLegal & General (LGEN.L)
0.34%0%18.86%5/31/2024
DuolingoDuolingo (DUOL)
0.33%0%36.39%10/9/2023
TescoTesco (TSCO.L)
0.32%0%37.32%10/16/2023
PorschePorsche (PAH3.DE)
0.32%0%24.04%5/29/2024
Under ArmourUnder Armour (UA)
0.3%0%75.56%8/1/2024
AsanaAsana (ASAN)
0.3%0%90.04%11/19/2024
HasbroHasbro (HAS)
0.29%0%32.27%5/21/2024
Block Inc.Block Inc. (XYZ)
0.29%0%90.04%11/19/2024
CamecoCameco (CCJ)
0.26%0%9.83%2/1/2025
QualcommQualcomm (QCOM)
0.25%0%45.02%12/13/2023
Games WorkshopGames Workshop (GAW.L)
0.25%0%20.58%8/2/2024
Co-DiagnosticsCo-Diagnostics (CODX)
0.24%0%90.04%11/19/2024
CrowdstrikeCrowdstrike (CRWD)
0.24%0%12.75%10/30/2024
ASMLASML (ASML)
0.24%0%14.21%2/1/2025
EditasEditas (EDIT)
0.23%0%90.04%11/19/2024
First SolarFirst Solar (FSLR)
0.22%0%12.08%1/27/2025
CGN PowerCGN Power (1816.HK)
0.21%0%14.08%2/1/2025
Eli LillyEli Lilly (LLY)
0.2%0%12.48%2/1/2025
Rio TintoRio Tinto (RIO.L)
0.2%0%15.14%2/1/2025
Virgin GalacticVirgin Galactic (SPCE)
0.12%0%12.08%4/4/2023
RobloxRoblox (RBLX)
0.11%0%7.97%3/3/2023
Cineworld Group PLCCineworld Group PLC (CINE.L)
0.1%0%76.49%8/8/2024
UbisoftUbisoft (UBI.PA)
0.1%0%29.75%8/16/2023
XRPXRP (XRP)
0.08%0%5.71%2/1/2025
NioNio (NIO)
0.06%0%90.04%11/19/2024
Siemens Gamesa Renewable Energy SASiemens Gamesa Renewable Energy SA (SGRE.MC)
0.03%0%3.85%1/31/2023
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
0.01%0%0.66%11/26/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AmazonAmazon (AMZN)
      		5.64%7.19%
      MicrosoftMicrosoft (MSFT)
      		6.2%6.92%
      AlphabetAlphabet (GOOG)
      		5.64%6.33%
      NVIDIANVIDIA (NVDA)
      		4.23%5.84%
      MetaMeta (META)
      		4.79%5.65%
      BitcoinBitcoin (BTC)
      		2.25%3.5%
      VisaVisa (V)
      		2.82%3.33%
      FordFord (F)
      		3.95%3.29%
      AppleApple (AAPL)
      		2.25%3.25%
      Lithium AmericasLithium Americas (LAC)
      		3.38%3.01%
      DisneyDisney (DIS)
      		3.43%2.95%
      Turtle BeachTurtle Beach (TBCH)
      		2.67%2.86%
      GSKGSK (GSK.L)
      		3.39%2.7%
      CamecoCameco (CCJ)
      		2.82%2.5%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		2.25%2.47%
      VolkswagenVolkswagen (VOW3.DE)
      		2.87%2.07%
      EthereumEthereum (ETH)
      		1.69%2.03%
      MastercardMastercard (MA)
      		1.69%1.95%
      WalmartWalmart (WMT)
      		1.41%1.87%
      CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
      		2.95%1.77%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		1.97%1.76%
      TSMCTSMC (TSM)
      		1.41%1.72%
      ASMLASML (ASML)
      		1.69%1.68%
      First SolarFirst Solar (FSLR)
      		1.97%1.68%
      AlibabaAlibaba (BABA)
      		3.1%1.67%
      ChevronChevron (CVX)
      		1.69%1.66%
      Eli LillyEli Lilly (LLY)
      		1.69%1.61%
      CGN PowerCGN Power (1816.HK)
      		1.69%1.59%
      NikeNike (NKE)
      		2.25%1.56%
      Orchid IslandOrchid Island (ORC)
      		1.69%1.49%
      Novo-NordiskNovo-Nordisk (NVO)
      		1.97%1.45%
      Take-TwoTake-Two (TTWO)
      		1.13%1.39%
      AXAAXA (CS.PA)
      		1.13%1.36%
      Rio TintoRio Tinto (RIO.L)
      		1.41%1.29%
      Realty IncomeRealty Income (O)
      		1.41%1.27%
      GlencoreGlencore (GLEN.L)
      		1.69%1.27%
      XRPXRP (XRP)
      		1.24%1.11%
      Coca-ColaCoca-Cola (KO)
      		1.13%1.08%
      LVMHLVMH (MC.PA)
      		1.13%1.07%
      SupermicroSupermicro (SMCI)
      		2.25%0.96%

      Cash Exposure Over Time

      Cash Exposure % Over Time