LombardSavings avatar

LombardSavings
🇿🇦 Financial Services Investor.
2 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 3, 2024
Lowest Cash
February 25, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
96 instruments
January 25, 2022
Least Diversified
0 instruments
January 3, 2024
Average
18.8 instruments

Most Consistent Holdings

Top 5

avatarWMT
98.53%
avatarJNJ
60.67%
avatarKO
60.67%
avatarEA
60.67%
avatarM
60.67%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 25, 2025
Lowest Exposure
January 3, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Cryptocurrencies
18.51%
Finance
11.61%
Retail Trade
6.26%
Consumer Non Durables
3.28%
Health Technology
3.1%

Top Countries

Top 5

🇺🇸United States
24.94%
🇬🇧United Kingdom
2.65%
🇫🇷France
0.75%
🇨🇭Switzerland
0.55%
🇩🇪Germany
0.43%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Private-EquityPrivate-Equity
22.2%0%24.72%11/4/2024
CardanoCardano (ADA)
11.09%0%59.38%12/18/2023
LEModerateRiskLEModerateRisk
9.43%0%59.38%12/18/2023
WalmartWalmart (WMT)
2.5%3.95%98.53%-
Macy'sMacy's (M)
2.39%0%60.67%1/2/2024
NVIDIANVIDIA (NVDA)
2.23%6.01%37.77%-
BlackStoneBlackStone (BX)
2.23%16.53%12.96%-
EAEA (EA)
1.97%0%60.67%1/2/2024
EthereumEthereum (ETH)
1.89%0%59.38%12/18/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
1.72%0%60.67%1/2/2024
UnileverUnilever (ULVR.L)
1.63%0%58.6%1/2/2024
IOTAIOTA (MIOTA)
1.55%0%59.38%12/18/2023
Coca-ColaCoca-Cola (KO)
1.44%0%60.67%1/2/2024
TargetTarget (TGT)
1.35%0%60.67%1/2/2024
CurveCurve (CRV)
1.3%0%59.38%12/18/2023
AsensusAsensus (ASXC)
1.27%0%54.19%1/2/2024
KKRKKR (KKR)
1.23%8.33%12.96%-
ApolloApollo (APO)
1.17%8.54%12.96%-
EnjinEnjin (ENJ)
1.06%0%59.38%12/18/2023
The SandboxThe Sandbox (SAND)
0.9%0%59.38%12/18/2023
FundManagerZechFundManagerZech
0.83%0%9.33%4/19/2022
AppleApple (AAPL)
0.73%1.82%46.93%-
AresAres (ARES)
0.71%5.01%13.05%-
Hamilton LaneHamilton Lane (HLNE)
0.65%5.32%13.05%-
JeppeKirkBondeJeppeKirkBonde
0.62%0%9.33%4/19/2022
KenanAbelKenanAbel
0.61%0%9.33%4/19/2022
TPGTPG (TPG)
0.54%3.5%12.96%-
DigitalBridgeDigitalBridge (DBRG)
0.53%3.65%12.96%-
P10P10 (PX.US)
0.53%4.11%12.96%-
Partners GroupPartners Group (PGHN.ZU)
0.46%2.33%12.88%-
ICGICG (ICG.L)
0.44%3.53%12.96%-
3i3i (III)
0.42%2.35%12.96%-
Hercules CapitalHercules Capital (HTGC)
0.38%3.3%13.05%-
SofinaSofina (SOF.BR)
0.37%3.54%12.88%-
WendelWendel (MF.PA)
0.37%3.17%12.88%-
bhavesh_spxbhavesh_spx
0.36%0%5.36%3/3/2022
ALnayefALnayef
0.35%0%3.03%2/4/2022
Axie InfinityAxie Infinity (AXS)
0.34%0%59.38%12/18/2023
Kinnevik ABKinnevik AB (KINVB.ST)
0.31%1.44%12.88%-
MutaresMutares (MUX.DE)
0.3%3.21%12.96%-
AfterDarkClubAfterDarkClub
0.3%0%9.25%4/18/2022
Blaster8888Blaster8888
0.29%0%4.84%2/25/2022
EurazeoEurazeo (RF.PA)
0.28%2.31%12.88%-
AlexandrePonsAlexandrePons
0.26%0%8.04%4/4/2022
big-profitsbig-profits
0.24%0%4.84%2/25/2022
Prospect CapitalProspect Capital (PSEC)
0.23%2.04%12.96%-
BlackRockBlackRock (BLK)
0.22%1.59%13.05%-
DecentralandDecentraland (MANA)
0.21%0%5.36%3/3/2022
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.2%0%9.25%4/18/2022
jaynemesisjaynemesis
0.19%0%5.36%3/3/2022
MongoDBMongoDB (MDB)
0.16%3.9%3.63%-
rubymzarubymza
0.13%0%5.36%3/3/2022
AurubisAurubis (NDA.DE)
0.12%0%9.08%4/19/2022
ShellShell (SHEL)
0.12%0%11.67%5/16/2022
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.12%0%7.43%4/18/2022
Jasper410Jasper410
0.11%0%5.36%3/3/2022
iShares Silver TrustiShares Silver Trust (SLV)
0.11%0%5.62%3/7/2022
Slow_and_SteadySlow_and_Steady
0.11%0%4.84%2/25/2022
JPMorganJPMorgan (JPM)
0.11%0%9.25%4/18/2022
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.09%0%3.28%2/7/2022
SolanaSolana (SOL)
0.09%0%9.25%4/18/2022
UbisoftUbisoft (UBI.PA)
0.08%0%9.42%4/20/2022
BitcoinBitcoin (BTC)
0.08%0%5.53%3/5/2022
NikeNike (NKE)
0.08%0%9.25%4/18/2022
TradesWithJamesTradesWithJames
0.07%0%2.77%2/1/2022
Southern CopperSouthern Copper (SCCO)
0.07%0%6.83%3/21/2022
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.07%0%5.62%3/7/2022
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.06%0%9.25%4/18/2022
NetflixNetflix (NFLX)
0.06%0%9.25%4/18/2022
AlphabetAlphabet (GOOG)
0.06%0%9.25%4/18/2022
SPDR GoldSPDR Gold (GLD)
0.05%0%5.62%3/7/2022
Anastasiia0506Anastasiia0506
0.05%0%1.12%1/13/2022
Bank of AmericaBank of America (BAC)
0.05%0%6.83%3/21/2022
CamecoCameco (CCJ)
0.04%0%6.83%3/21/2022
United States Oil FundUnited States Oil Fund (USO)
0.04%0%5.62%3/7/2022
chiay0327chiay0327
0.04%0%1.82%1/21/2022
China MolybdenumChina Molybdenum (03993.HK)
0.04%0%5.62%3/7/2022
NestleNestle (NESN.ZU)
0.03%0%7.26%4/19/2022
GSKGSK (GSK.L)
0.03%0%9.59%5/16/2022
NovartisNovartis (NVS)
0.03%0%9.85%5/16/2022
CanonCanon (CAJPY)
0.03%0%9.85%5/16/2022
Texas InstrumentsTexas Instruments (TXN)
0.03%0%9.85%5/16/2022
PepsiCoPepsiCo (PEP)
0.03%0%9.85%5/16/2022
Philip MorrisPhilip Morris (PM)
0.03%0%9.85%5/16/2022
McDonald'sMcDonald's (MCD)
0.03%0%9.85%5/16/2022
Procter & GambleProcter & Gamble (PG)
0.03%0%9.85%5/16/2022
TotalEnergiesTotalEnergies (TTE.PA)
0.03%0%9.59%5/16/2022
RBCRBC (RY)
0.03%0%9.85%5/16/2022
OlivierDanvelOlivierDanvel
0.02%0%2.33%1/27/2022
Public StoragePublic Storage (PSA)
0.02%0%7.43%4/18/2022
Dominion EnergyDominion Energy (D)
0.02%0%7.43%4/18/2022
AltriaAltria (MO)
0.02%0%7.43%4/18/2022
RocheRoche (ROG.ZU)
0.02%0%7.26%4/19/2022
MedtronicMedtronic (MDT.US)
0.02%0%7.43%4/18/2022
ScotiabankScotiabank (BNS)
0.02%0%7.43%4/18/2022
Phillips 66Phillips 66 (PSX)
0.02%0%7.43%4/18/2022
VerizonVerizon (VZ)
0.02%0%7.43%4/18/2022
CIBCCIBC (CM)
0.02%0%7.43%4/18/2022
AmplifonAmplifon (AMP.MI)
0.02%0%4.75%3/7/2022
LORETINOFUND1LORETINOFUND1
0.02%0%1.82%1/21/2022
OccidentalOccidental (OXY)
0.02%0%5.01%3/21/2022
Home DepotHome Depot (HD)
0.01%0%7.43%4/18/2022
IntelIntel (INTC)
0.01%0%7.43%4/18/2022
KONEKONE (KNEBV.HE)
0.01%0%7.26%4/19/2022
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.01%0%1.73%1/26/2022
LovesacLovesac (LOVE)
0.01%0%2.59%2/17/2022
UnitedHealthUnitedHealth (UNH)
0.01%0%5.01%3/21/2022
TDTD (TD)
0.01%0%5.01%3/21/2022
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.01%0%2.68%1/31/2022
Southern CoSouthern Co (SO)
0.01%0%5.01%3/21/2022
CaterpillarCaterpillar (CAT)
0.01%0%5.01%3/21/2022
AT&TAT&T (T)
0.01%0%4.67%3/17/2022
AllSeasonsPortAllSeasonsPort
0.01%0%0.52%1/6/2022
H&MH&M (HM-B.ST)
0%0%3.54%3/7/2022
VodafoneVodafone (VOD)
0%0%3.03%2/25/2022
SchlumbergerSchlumberger (SLB)
0%0%3.03%2/25/2022
ExxonMobilExxonMobil (XOM)
0%0%3.03%2/25/2022
AbbVieAbbVie (ABBV)
0%0%3.03%2/25/2022
ChevronChevron (CVX)
0%0%3.03%2/25/2022
SiemensSiemens (SIE.DE)
0%0%3.54%3/7/2022
EnbridgeEnbridge (ENB)
0%0%3.03%2/25/2022
TakedaTakeda (TAK)
0%0%3.03%2/25/2022
Novo NordiskNovo Nordisk (NOVO-B.CO)
0%0%2.77%2/25/2022
AmazonAmazon (AMZN)
0%0%0.86%1/10/2022
RobloxRoblox (RBLX)
0%0%0.52%1/6/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
BlackStoneBlackStone (BX)
18.28%17.52%
KKRKKR (KKR)
9.74%9.83%
ApolloApollo (APO)
8.54%9.36%
NVIDIANVIDIA (NVDA)
3%6.48%
AresAres (ARES)
5.39%5.55%
Hamilton LaneHamilton Lane (HLNE)
5.99%4.57%
TPGTPG (TPG)
4.49%4.24%
DigitalBridgeDigitalBridge (DBRG)
5.09%4.15%
P10P10 (PX.US)
3.74%4.02%
Partners GroupPartners Group (PGHN.ZU)
4.2%4.01%
3i3i (III)
3.6%3.67%
WalmartWalmart (WMT)
2.16%3.35%
ICGICG (ICG.L)
3.6%3.26%
Hercules CapitalHercules Capital (HTGC)
3%2.94%
WendelWendel (MF.PA)
3%2.82%
SofinaSofina (SOF.BR)
3%2.72%
Kinnevik ABKinnevik AB (KINVB.ST)
2.95%2.65%
EurazeoEurazeo (RF.PA)
2.25%2.14%
MutaresMutares (MUX.DE)
2.25%2.08%
AppleApple (AAPL)
1.5%1.83%
Prospect CapitalProspect Capital (PSEC)
2.25%1.77%
BlackRockBlackRock (BLK)
1.73%1.75%

Cash Exposure Over Time

Cash Exposure % Over Time