Elmerfud89 avatar

Elmerfud89
🇦🇺 Value Retail and Energy Investor.
5 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
January 1, 2022
Lowest Cash
December 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
12 instruments
August 4, 2022
Least Diversified
0 instruments
January 1, 2022
Average
7.1 instruments

Most Consistent Holdings

Top 5

avatarGOOG
69.75%
avatarBABA
56.87%
avatarMSFT
50.63%
avatarASO
45.18%
avatarMETA
39.26%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 1, 2022
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Retail Trade
19.79%
Technology Services
15.96%
Energy Minerals
6.41%
Electronic Technology
4.42%
Consumer Services
4.1%

Top Countries

Top 5

🇺🇸United States
48.51%
🇨🇳China
11.19%
🇬🇧United Kingdom
1.84%
🇫🇷France
1.82%
🇳🇱Netherlands
1.25%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
8.12%0%69.75%8/5/2024
AlibabaAlibaba (BABA)
6.75%17.55%56.87%-
Foot LockerFoot Locker (FL)
4.49%0%32.54%8/22/2023
MetaMeta (META)
4.18%0%39.26%8/22/2023
Academy SportsAcademy Sports (ASO)
3.96%0%45.18%3/25/2024
MicrosoftMicrosoft (MSFT)
3.65%0%50.63%1/16/2024
AtkoreAtkore (ATKR)
3.19%0%17.93%8/5/2024
MicronMicron (MU)
3.02%0%38.78%8/22/2023
ChevronChevron (CVX)
2.88%18%16.35%-
Williams-SonomaWilliams-Sonoma (WSM)
2.85%0%33.25%8/5/2024
NioNio (NIO)
2.7%0%17.93%9/29/2022
ParamountParamount (PARA)
2.1%0%19.67%8/22/2023
CheniereCheniere (LNG)
1.93%0%10.43%8/5/2024
Alpha MetallurgicalAlpha Metallurgical (AMR)
1.91%10.83%16.35%-
WiseWise (WISE.L)
1.84%10.18%18.8%-
LVMHLVMH (MC.PA)
1.82%8.19%18.25%-
JD.comJD.com (JD.US)
1.74%11.18%14.3%-
Block Inc.Block Inc. (XYZ)
1.63%0%36.57%7/18/2023
CONSOL EnergyCONSOL Energy (CNR)
1.62%9.96%16.35%-
CrocsCrocs (CROX)
1.48%0%34.6%7/26/2023
Star EntertainmentStar Entertainment (SGR.ASX)
1.25%6.54%18.01%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
1.16%0%7.98%11/4/2024
ASMLASML (ASML.NV)
1.04%0%8.93%11/20/2023
StarbucksStarbucks (SBUX)
0.75%3.98%18.8%-
TilrayTilray (TLRY)
0.72%0%17.46%11/28/2022
GevoGevo (GEVO)
0.6%0%18.4%11/28/2022
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.25%0%1.42%1/28/2022
ProShares UltraShort S&P500ProShares UltraShort S&P500 (SDS)
0.24%0%1.66%1/31/2022
AUS200 Index (Non Expiry)AUS200 Index (Non Expiry) (AUS200)
0.22%0%1.58%1/30/2022
ASMLASML (ASML)
0.22%0%3.71%7/26/2023
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.2%0%1.42%1/28/2022
AppleApple (AAPL)
0.15%0%6.95%11/21/2023
EthereumEthereum (ETH)
0.06%0%0.87%1/21/2022
AUD/USDAUD/USD (AUDUSD)
0.01%0%0.39%2/22/2022
NVIDIANVIDIA (NVDA)
0%0%0.16%2/4/2022
NetflixNetflix (NFLX)
0%0%0.47%1/24/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
ChevronChevron (CVX)
15.86%15.89%
Alpha MetallurgicalAlpha Metallurgical (AMR)
15.79%15.7%
CONSOL EnergyCONSOL Energy (CNR)
12.3%12.5%
LVMHLVMH (MC.PA)
9.76%10.5%
Star EntertainmentStar Entertainment (SGR.ASX)
10.87%9.61%
WiseWise (WISE.L)
7.87%9.41%
StarbucksStarbucks (SBUX)
4.04%3.58%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments