KHenryE avatar

KHenryE
🇨🇭 Consumable Goods, Software, and Crypto Investor.
1 copier.

Cash Allocation

Range

Highest Cash
January 12, 2024
Lowest Cash
November 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
6 instruments
January 6, 2022
Least Diversified
0 instruments
February 2, 2025
Average
5.7 instruments

Most Consistent Holdings

Top 5

avatarKO
99.91%
avatarPM
99.91%
avatarGM
99.91%
avatarLOGN.ZU
99.91%
avatarBTC
64.42%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 1, 2022
Lowest Exposure
January 12, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Cryptocurrencies
37.94%
Consumer Non Durables
24.4%
Electronic Technology
9.69%
Technology Services
7.72%
Consumer Durables
7.6%

Top Countries

Top 5

🇺🇸United States
42.07%
🇨🇭Switzerland
9.69%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BitcoinBitcoin (BTC)
25.71%0%64.42%1/11/2024
Coca-ColaCoca-Cola (KO)
12.37%0%99.91%2/1/2025
SolanaSolana (SOL)
12.23%0%33.76%2/1/2025
Philip MorrisPhilip Morris (PM)
12.02%0%99.91%2/1/2025
LogitechLogitech (LOGN.ZU)
9.69%0%99.91%2/1/2025
Reddit IncReddit Inc (RDDT)
7.72%0%28.28%2/1/2025
GMGM (GM)
7.6%0%99.91%2/1/2025
TwitterTwitter (TWTR)
2.36%0%26.09%10/28/2022
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
2.02%0%19.07%6/8/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Reddit IncReddit Inc (RDDT)
      		30.12%41.21%
      SolanaSolana (SOL)
      		25.5%31.3%
      Philip MorrisPhilip Morris (PM)
      		10.04%7.46%
      Coca-ColaCoca-Cola (KO)
      		10.04%6.43%
      LogitechLogitech (LOGN.ZU)
      		10.04%5.85%
      GMGM (GM)
      		10.04%5.3%

      Cash Exposure Over Time

      Cash Exposure % Over Time