LongTheWorld avatar

LongTheWorld
🇨🇭 ETF and Financial Services Investor.
15 copiers.

Cash Allocation

Range

Highest Cash
January 1, 2022
Lowest Cash
April 29, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
27 instruments
June 21, 2023
Least Diversified
0 instruments
February 2, 2025
Average
17.2 instruments

Most Consistent Holdings

Top 5

avatarO
98.18%
avatarHPQ
52.19%
avatarIIPR
51.28%
avatarCRSR
50.36%
avatarWBD
47.81%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 29, 2022
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
24.14%
Electronic Technology
15.31%
ETFs
14.69%
Technology Services
5.31%
Consumer Durables
4.6%

Top Countries

Top 5

🇺🇸United States
52.18%
🇮🇱Israel
5.55%
🇬🇧United Kingdom
2.52%
🇯🇵Japan
1.85%
🇳🇱Netherlands
1.4%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
6.4%0%98.18%2/1/2025
TowerTower (TSEM)
5.51%0%46.99%11/14/2023
HPHP (HPQ)
4.92%0%52.19%12/12/2023
Kilroy RealtyKilroy Realty (KRC)
3.51%0%44.16%2/1/2025
IntelIntel (INTC)
3.13%0%47.26%8/6/2024
AESI HoldingsAESI Holdings (AESI)
2.95%0%44.25%2/1/2025
IIPRIIPR (IIPR)
2.85%0%51.28%2/1/2025
iShares USD TIPS UCITS ETFiShares USD TIPS UCITS ETF (IUST.DE)
2.49%0%12.23%3/20/2024
Games WorkshopGames Workshop (GAW.L)
2.49%0%44.16%3/20/2024
LumenLumen (LUMN)
2.12%0%36.77%7/12/2024
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
2.03%0%34.76%6/12/2023
NintendoNintendo (NTDOY)
1.85%0%45.62%7/13/2023
CorsairCorsair (CRSR)
1.84%0%50.36%11/25/2024
Store Capital Corp.Store Capital Corp. (STOR)
1.83%0%22.72%9/15/2022
iShares Ultrashort Bond UCITS ETFiShares Ultrashort Bond UCITS ETF (IS3L.DE)
1.76%0%13.32%3/12/2024
Warner Bros DiscoveryWarner Bros Discovery (WBD)
1.73%0%47.81%7/16/2024
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
1.71%0%33.85%8/5/2024
ProShares Short VIX Short-Term Futures ETFProShares Short VIX Short-Term Futures ETF (SVXY)
1.69%0%14.05%12/23/2024
AlexandriaAlexandria (ARE)
1.65%0%27.65%2/1/2025
NNNNNN (NNN)
1.44%0%30.11%2/1/2025
ProsusProsus (PRX.NV)
1.4%0%28.1%1/3/2023
ParamountParamount (PARA)
1.36%0%41.24%11/22/2024
iShares USD Treasury Bond 20+yr UCITS ETFiShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE)
1.17%0%8.21%3/20/2024
iShares Gold Producers UCITS ETFiShares Gold Producers UCITS ETF (SPGP.L)
1.14%0%32.48%11/3/2023
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
1.12%0%22.35%12/18/2023
Digital RealtyDigital Realty (DLR)
1.12%0%33.58%2/2/2023
CamdenCamden (CPT)
1.1%0%30.2%11/25/2024
Agree RealtyAgree Realty (ADC)
0.93%0%25.46%11/25/2024
MetaMeta (META)
0.92%0%31.02%2/2/2023
SpiritSpirit (SAVEQ)
0.92%0%25%8/20/2023
WDPWDP (WDP.BR)
0.88%0%10.4%2/1/2025
SamsungSamsung (SMSN.L)
0.83%0%7.48%2/1/2025
Liberty SiriusXMLiberty SiriusXM (LSXMK)
0.73%0%13.41%9/11/2024
iShares US Aggregate Bond UCITS ETFiShares US Aggregate Bond UCITS ETF (IUAA.L)
0.6%0%8.3%5/7/2024
Global PaymentsGlobal Payments (GPN)
0.57%0%18.52%11/22/2024
MAAMAA (MAA)
0.56%0%29.38%2/1/2025
SPDR S&P US Dividend Aristocrats UCITS ETFSPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)
0.52%0%27.37%1/23/2024
Liberty GlobalLiberty Global (LBTYA)
0.49%0%16.33%11/2/2023
iShares USD Short Duration Corp Bond UCITS ETFiShares USD Short Duration Corp Bond UCITS ETF (SDIA.L)
0.47%0%6.39%4/16/2024
CastellumCastellum (CAST.ST)
0.47%0%16.61%4/14/2023
Orion Office REITOrion Office REIT (ONL)
0.45%0%16.79%7/20/2023
Liberty MediaLiberty Media (LSXMA)
0.43%0%9.76%9/11/2024
MicronMicron (MU)
0.42%0%20.26%1/26/2023
RubisRubis (RUI.PA)
0.38%0%11.86%12/9/2024
WP CareyWP Carey (WPC)
0.36%0%16.51%11/22/2024
AlphabetAlphabet (GOOGL)
0.35%0%16.42%3/20/2023
AT&TAT&T (T)
0.34%0%9.31%5/5/2022
SL GreenSL Green (SLG)
0.34%0%13.78%6/30/2023
HighwoodsHighwoods (HIW)
0.32%0%15.78%11/2/2023
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.3%0%16.79%7/15/2022
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.29%0%8.21%5/15/2024
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.29%0%8.12%8/28/2024
Boston PropertiesBoston Properties (BXP)
0.29%0%15.51%11/14/2023
iShares Treasury Bond UCITS ETFiShares Treasury Bond UCITS ETF (SNA2.DE)
0.29%0%3.83%1/31/2024
Medical Properties TrustMedical Properties Trust (MPW)
0.28%0%12.14%1/31/2023
StoneCoStoneCo (STNE)
0.25%0%11.31%5/13/2022
UmicoreUmicore (UMI.BR)
0.25%0%7.12%12/9/2024
Vanguard Short-Term Bond ETFVanguard Short-Term Bond ETF (BSV)
0.25%0%4.65%5/15/2024
Vanguard Intermediate-Term Treasury Index FundVanguard Intermediate-Term Treasury Index Fund (VGIT)
0.25%0%4.65%5/15/2024
Foot LockerFoot Locker (FL)
0.24%0%12.41%5/25/2022
Sirius XMSirius XM (SIRI)
0.23%0%4.74%10/31/2024
BASFBASF (BAS.DE)
0.22%0%9.4%6/14/2022
NVIDIANVIDIA (NVDA)
0.22%0%10.4%11/16/2023
Global Net LeaseGlobal Net Lease (GNL)
0.21%0%8.21%4/19/2022
Crown CastleCrown Castle (CCI)
0.21%0%8.67%11/22/2024
Spirit Realty Capital IncSpirit Realty Capital Inc (SRC)
0.2%0%10.31%11/2/2023
NRG EnergyNRG Energy (NRG)
0.18%0%9.12%4/21/2022
Quest DiagnosticsQuest Diagnostics (DGX)
0.18%0%9.49%4/27/2022
SkyworksSkyworks (SWKS)
0.15%0%6.3%11/25/2024
Franklin FTSE South Korea ETFFranklin FTSE South Korea ETF (FLKR)
0.15%0%4.56%1/22/2025
VartaVarta (VAR1.DE)
0.15%0%8.21%7/7/2023
iRobotiRobot (IRBT)
0.13%0%7.48%6/12/2023
PacWest BancorpPacWest Bancorp (PACW)
0.13%0%8.49%6/30/2023
AurubisAurubis (NDA.DE)
0.13%0%3.74%11/4/2024
Nielsen Holdings plcNielsen Holdings plc (NLSN)
0.12%0%4.29%8/9/2022
BrookfieldBrookfield (BAM)
0.12%0%6.48%7/5/2023
EPREPR (EPR)
0.12%0%6.75%7/16/2024
BrookfieldBrookfield (BN.US)
0.12%0%6.11%7/5/2023
ARK Next Generation Internet ETFARK Next Generation Internet ETF (ARKW)
0.11%0%6.66%12/22/2023
Omega HealthcareOmega Healthcare (OHI)
0.11%0%4.93%5/18/2022
Smith & WessonSmith & Wesson (SWBI)
0.1%0%6.02%1/26/2023
CleansparkCleanspark (CLSK)
0.1%0%5.57%12/22/2023
Applied MaterialsApplied Materials (AMAT)
0.09%0%4.93%11/4/2022
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
0.09%0%4.93%8/31/2023
PDD HoldingsPDD Holdings (PDD)
0.09%0%4.56%10/31/2023
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
0.09%0%4.93%8/31/2023
ClearClear (YOU)
0.08%0%4.38%7/12/2024
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
0.08%0%2.37%4/30/2024
Best BuyBest Buy (BBY)
0.07%0%3.74%2/15/2022
Match GroupMatch Group (MTCH)
0.07%0%1%2/1/2025
SwatchSwatch (UHR.ZU)
0.07%0%1.92%12/9/2024
OktaOkta (OKTA)
0.06%0%4.11%12/22/2023
American TowerAmerican Tower (AMT)
0.06%0%2.37%11/22/2024
Big LotsBig Lots (BIGGQ)
0.06%0%1.82%2/1/2022
VanEck Gold Miners UCITS ETFVanEck Gold Miners UCITS ETF (G2X.DE)
0.06%0%2.74%11/2/2023
MongoDBMongoDB (MDB)
0.06%0%3.19%11/16/2023
RocheRoche (ROG.ZU)
0.05%0%2.83%12/7/2023
Hannon ArmstrongHannon Armstrong (HASI)
0.05%0%1.73%11/25/2024
3M3M (MMM)
0.05%0%2.55%11/2/2023
iShares $ Corporate Bond UCITS ETFiShares $ Corporate Bond UCITS ETF (LQDE.L)
0.05%0%1.28%1/21/2022
SnowflakeSnowflake (SNOW)
0.05%0%2.46%8/9/2023
Public StoragePublic Storage (PSA)
0.04%0%2.46%5/15/2024
Black Knight Inc.Black Knight Inc. (BKI)
0.04%0%2.46%3/15/2023
Scorpio TankersScorpio Tankers (STNG)
0.04%0%1.64%1/27/2022
COPTCOPT (CDP)
0.04%0%2.01%3/10/2023
ZIMZIM (ZIM)
0.04%0%2.37%7/5/2023
Marathon DigitalMarathon Digital (MARA)
0.03%0%2.1%12/22/2023
NioNio (NIO)
0.03%0%1.28%8/9/2023
Metropolitan BankMetropolitan Bank (MCB)
0.03%0%1.28%4/28/2023
Hello GroupHello Group (MOMO)
0.03%0%2.28%4/29/2022
Valley NationalValley National (VLY)
0.03%0%1.46%4/28/2023
BICBIC (BB.PA)
0.03%0%1.46%3/3/2023
AlibabaAlibaba (9988.HK)
0.02%0%1.09%1/12/2022
UbisoftUbisoft (UBI.PA)
0.02%0%1.28%3/3/2023
AMDAMD (AMD)
0.02%0%1.28%8/9/2023
PrologisPrologis (PLD)
0.02%0%1.19%5/15/2024
WorkdayWorkday (WDAY)
0.02%0%1.55%12/22/2023
Sun CommunitiesSun Communities (SUI.US)
0.02%0%1.09%1/30/2024
Louisiana-PacificLouisiana-Pacific (LPX)
0.02%0%1%10/17/2023
Communication Services Select Sector SPDR FundCommunication Services Select Sector SPDR Fund (XLC)
0.02%0%0.91%6/24/2022
Essex Property TrustEssex Property Trust (ESS)
0.02%0%0.91%11/2/2023
C3.aiC3.ai (AI)
0.02%0%1.46%12/22/2023
PorschePorsche (PAH3.DE)
0.02%0%0.91%3/3/2023
UnileverUnilever (ULVR.L)
0.02%0%0.73%1/25/2022
WestrockWestrock (SW)
0.01%0%0.82%3/16/2023
NokiaNokia (NOKIA.HE)
0.01%0%0.73%4/28/2023
CentaminCentamin (CEY.L)
0.01%0%0.55%6/7/2022
Direxion Daily Small Cap Bear 3x SharesDirexion Daily Small Cap Bear 3x Shares (TZA)
0.01%0%1.19%4/25/2022
RokuRoku (ROKU)
0.01%0%0.91%12/22/2023
ADMADM (ADM)
0.01%0%0.46%1/30/2024
ProShares Short QQQ ETFProShares Short QQQ ETF (PSQ)
0.01%0%0.36%4/11/2023
First Republic BankFirst Republic Bank (FRCB)
0.01%0%1%5/9/2023
American Campus Communities IncAmerican Campus Communities Inc (ACC)
0.01%0%0.64%6/27/2022
Sabra Health Care REITSabra Health Care REIT (SBRA)
0.01%0%0.36%1/7/2022
ApolloApollo (APO)
0.01%0%0.36%2/15/2022
MosaicMosaic (MOS)
0.01%0%0.18%9/19/2024
CVS HealthCVS Health (CVS)
0.01%0%0.18%9/19/2024
WalgreensWalgreens (WBA)
0.01%0%0.18%9/19/2024
LyondellBasellLyondellBasell (LYB)
0.01%0%0.27%1/7/2022
MicroSectors FANG+ Index 3X Leveraged ETNMicroSectors FANG+ Index 3X Leveraged ETN (FNGU)
0%0%0.46%6/21/2023
UnityUnity (U)
0%0%0.09%9/15/2023
Hut 8Hut 8 (HUT)
0%0%0.09%9/15/2023
TruistTruist (TFC)
0%0%0.09%5/5/2023
RiotRiot (RIOT)
0%0%0.09%9/15/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AESI HoldingsAESI Holdings (AESI)
      		15.84%16.93%
      Kilroy RealtyKilroy Realty (KRC)
      		15.84%16.52%
      SamsungSamsung (SMSN.L)
      		12.68%12.79%
      WDPWDP (WDP.BR)
      		12.68%11.88%
      AlexandriaAlexandria (ARE)
      		12.68%11.41%
      NNNNNN (NNN)
      		9.51%9.49%
      Realty IncomeRealty Income (O)
      		6.34%6.67%
      Franklin FTSE South Korea ETFFranklin FTSE South Korea ETF (FLKR)
      		3.17%3.09%
      IIPRIIPR (IIPR)
      		3.17%3.08%
      MAAMAA (MAA)
      		1.58%1.91%

      Cash Exposure Over Time

      Cash Exposure % Over Time