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Henryfrancisward
🇬🇧 Software and Tech Investor.
1 copier.

Cash Allocation

Range

Highest Cash
March 23, 2024
Lowest Cash
February 19, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
57 instruments
January 24, 2023
Least Diversified
0 instruments
February 2, 2025
Average
36.1 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.87%
avatarMETA
99.87%
avatarMSFT
99.87%
avatarAMZN
99.87%
avatarAXP
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
February 19, 2023
Lowest Exposure
March 23, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
12.54%
Technology Services
11.72%
ETFs
4.99%
Commercial Services
3.27%
Consumer Durables
2.55%

Top Countries

Top 5

🇺🇸United States
34.04%
🇨🇭Switzerland
1.37%
🇮🇪Ireland
0.87%
🇬🇧United Kingdom
0.63%
🇨🇳China
0.58%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
jaynemesisjaynemesis
42.82%0%99.87%2/1/2025
AppleApple (AAPL)
7.4%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
7.17%0%99.87%2/1/2025
NVIDIANVIDIA (NVDA)
2.92%0%99.87%2/1/2025
TeslaTesla (TSLA)
2.2%0%52.72%4/29/2024
Invesco QQQInvesco QQQ (QQQ)
2.14%0%91.37%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
2.02%0%91.37%2/1/2025
PayPalPayPal (PYPL)
1.49%0%99.87%2/1/2025
American ExpressAmerican Express (AXP)
1.14%0%99.87%2/1/2025
CrocsCrocs (CROX)
1.1%0%48.74%8/1/2024
AccentureAccenture (ACN)
0.86%0%99.87%2/1/2025
SalesforceSalesforce (CRM)
0.85%0%55.91%3/4/2024
MastercardMastercard (MA)
0.85%0%99.87%2/1/2025
ARK Innovation ETFARK Innovation ETF (ARKK)
0.83%0%31.74%9/1/2023
BitcoinBitcoin (BTC)
0.81%0%31.74%9/1/2023
VisaVisa (V)
0.77%0%99.87%2/1/2025
AMDAMD (AMD)
0.76%0%99.87%2/1/2025
AmazonAmazon (AMZN)
0.75%0%99.87%2/1/2025
McDonald'sMcDonald's (MCD)
0.73%0%99.87%2/1/2025
Shake ShackShake Shack (SHAK)
0.73%0%99.87%2/1/2025
NetflixNetflix (NFLX)
0.69%0%99.87%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.62%0%99.87%2/1/2025
Coca Cola HellenicCoca Cola Hellenic (CCH.L)
0.59%0%99.87%2/1/2025
MetaMeta (META)
0.59%0%99.87%2/1/2025
Rolls-RoyceRolls-Royce (RR.L)
0.56%0%60.82%4/11/2024
AdobeAdobe (ADBE)
0.51%0%99.87%2/1/2025
GlencoreGlencore (GLEN.L)
0.51%0%31.74%9/1/2023
OccidentalOccidental (OXY)
0.47%0%16.73%5/10/2023
DogecoinDogecoin (DOGE)
0.33%0%31.74%9/1/2023
Builders FirstSourceBuilders FirstSource (BLDR)
0.31%0%31.74%9/1/2023
DisneyDisney (DIS)
0.28%0%31.87%8/22/2024
GarminGarmin (GRMN)
0.28%0%11.16%11/15/2024
AlphabetAlphabet (GOOG)
0.25%0%55.91%3/4/2024
NioNio (NIO)
0.23%0%51.26%2/1/2025
CardanoCardano (ADA)
0.21%0%31.74%9/1/2023
PinterestPinterest (PINS)
0.19%0%31.74%9/1/2023
DouyuDouyu (DOYU)
0.17%0%31.74%9/1/2023
ModernaModerna (MRNA)
0.16%0%31.74%9/1/2023
ShopifyShopify (SHOP)
0.16%0%31.74%9/1/2023
Polygon Ecosystem (ex Matic)Polygon Ecosystem (ex Matic) (POL)
0.15%0%31.74%9/1/2023
VertexVertex (VRTX)
0.15%0%7.7%1/18/2024
SolarEdgeSolarEdge (SEDG)
0.14%0%31.74%9/1/2023
QualcommQualcomm (QCOM)
0.14%0%31.74%9/1/2023
Beyond MeatBeyond Meat (BYND)
0.14%0%31.74%9/1/2023
SamsungSamsung (SMSN.L)
0.13%0%31.74%9/1/2023
Terra ClassicTerra Classic (LUNC)
0.13%0%99.87%2/1/2025
MicronMicron (MU)
0.13%0%32.93%2/1/2025
BaiduBaidu (BIDU)
0.11%0%31.74%9/1/2023
SkyworksSkyworks (SWKS)
0.11%0%31.74%9/1/2023
JumiaJumia (JMIA)
0.11%0%31.74%9/1/2023
SonySony (SONY)
0.11%0%31.74%9/1/2023
NikeNike (NKE)
0.11%0%31.74%9/1/2023
SolanaSolana (SOL)
0.1%0%7.44%5/1/2024
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
0.1%0%4.65%1/8/2025
PalantirPalantir (PLTR)
0.07%0%33.07%2/1/2025
Aston MartinAston Martin (AML.L)
0.07%0%99.87%2/1/2025
AlibabaAlibaba (BABA)
0.06%0%31.74%9/1/2023
LVMHLVMH (MC.PA)
0.06%0%2.12%8/30/2024
FerrariFerrari (RACE)
0.05%0%3.05%2/2/2024
Block Inc.Block Inc. (XYZ)
0.05%0%31.74%9/1/2023
ZoomZoom (ZM)
0.05%0%31.74%9/1/2023
ComcastComcast (CMCSA)
0.04%0%1.2%2/22/2023
DocuSignDocuSign (DOCU)
0.04%0%31.74%9/1/2023
EthereumEthereum (ETH)
0.04%0%5.05%5/1/2024
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.03%0%2.12%12/9/2024
TwilioTwilio (TWLO)
0.03%0%31.74%9/1/2023
Eli LillyEli Lilly (LLY)
0.03%0%1.2%1/31/2024
NVIDIANVIDIA (NVDA.EXT)
0.03%0%1.59%6/4/2024
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.02%0%1.86%2/21/2024
XRPXRP (XRP)
0.02%0%2.12%8/14/2024
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
0.02%0%1.59%6/28/2024
PDD HoldingsPDD Holdings (PDD)
0.02%0%1.33%3/20/2024
Terra 2.0Terra 2.0 (LUNA2)
0.02%0%99.87%2/1/2025
Marathon PetroleumMarathon Petroleum (MPC)
0.01%0%0.93%4/30/2024
JPN225 Index (Non Expiry)JPN225 Index (Non Expiry) (JPN225)
0.01%0%1.33%7/17/2024
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0.01%0%1.73%2/1/2025
USD/JPYUSD/JPY (USDJPY)
0.01%0%0.53%1/29/2024
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.01%0%0.8%4/25/2024
GBP/JPYGBP/JPY (GBPJPY)
0.01%0%0.93%7/21/2023
AIGAIG (AIG)
0.01%0%1.59%6/11/2024
Southern CopperSouthern Copper (SCCO)
0.01%0%34.26%2/1/2025
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0%0%0.4%6/21/2024
ChinaA50 Index (Non Expiry)ChinaA50 Index (Non Expiry) (CHINA50)
0%0%0.4%9/27/2024
HSBCHSBC (HSBC)
0%0%0.4%8/23/2024
MetaMeta (META.EXT)
0%0%0.4%2/1/2025
TeslaTesla (TSLA.EXT)
0%0%0.27%7/25/2024
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0%0%0.27%9/8/2023
GameStopGameStop (GME)
0%0%0.13%6/11/2024
AlphabetAlphabet (GOOG.EXT)
0%0%0.13%7/24/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      jaynemesisjaynemesis
      		59.43%56.13%
      Invesco QQQInvesco QQQ (QQQ)
      		3.58%4%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		3.58%3.73%
      AppleApple (AAPL)
      		1.3%3.73%
      NVIDIANVIDIA (NVDA)
      		1.3%2.68%
      PayPalPayPal (PYPL)
      		4.64%2.64%
      MicrosoftMicrosoft (MSFT)
      		1.33%2.22%
      American ExpressAmerican Express (AXP)
      		0.66%1.89%
      Shake ShackShake Shack (SHAK)
      		0.66%1.32%
      NetflixNetflix (NFLX)
      		0.66%1.3%
      AmazonAmazon (AMZN)
      		0.66%1.23%
      AccentureAccenture (ACN)
      		1.33%1.1%
      GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
      		1.66%1.1%
      MastercardMastercard (MA)
      		0.66%1.08%
      MetaMeta (META)
      		0.66%1.01%
      VisaVisa (V)
      		0.66%1%
      McDonald'sMcDonald's (MCD)
      		0.66%0.85%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		0.66%0.84%
      AMDAMD (AMD)
      		0.66%0.83%
      Coca Cola HellenicCoca Cola Hellenic (CCH.L)
      		0.66%0.77%
      AdobeAdobe (ADBE)
      		0.66%0.54%
      NioNio (NIO)
      		0.66%0.47%
      MicronMicron (MU)
      		0.66%0.34%
      Terra ClassicTerra Classic (LUNC)
      		0.33%0.15%
      Aston MartinAston Martin (AML.L)
      		0.66%0.05%
      Terra 2.0Terra 2.0 (LUNA2)
      		0.1%0.02%
      Southern CopperSouthern Copper (SCCO)
      		0%0.02%

      Cash Exposure Over Time

      Cash Exposure % Over Time