Lukyn13 avatar

Lukyn13
🇨🇿 Financial Services and Tech Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
March 31, 2023
Lowest Cash
January 10, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
36 instruments
June 8, 2023
Least Diversified
0 instruments
February 2, 2025
Average
31.5 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.87%
avatarMSFT
99.87%
avatarBAC
99.87%
avatarO
99.87%
avatarWPC
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
January 10, 2024
Lowest Exposure
March 31, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
24.92%
Electronic Technology
13.4%
ETFs
12.17%
Technology Services
9.56%
Retail Trade
8.18%

Top Countries

Top 5

🇺🇸United States
68.76%
🇬🇧United Kingdom
6.73%
🇫🇷France
0.91%
🇨🇦Canada
0.9%
🇨🇳China
0.5%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
EnphaseEnphase (ENPH)
6.91%0%96.68%2/1/2025
Realty IncomeRealty Income (O)
6.22%0%99.87%2/1/2025
WP CareyWP Carey (WPC)
5.1%0%99.87%2/1/2025
CVS HealthCVS Health (CVS)
4.64%0%86.72%2/1/2025
BATBAT (BATS.L)
4.53%0%75.96%2/1/2025
AppleApple (AAPL)
4.5%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
4.28%0%99.87%2/1/2025
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
4.23%0%92.43%2/1/2025
BlackRockBlackRock (BLK)
4.1%0%63.21%2/1/2025
AlphabetAlphabet (GOOG)
4.02%0%83.8%2/1/2025
SPDR S&P US Dividend Aristocrats UCITS ETFSPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)
3.57%0%68.39%2/1/2025
Bank of AmericaBank of America (BAC)
2.92%0%99.87%2/1/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
2.75%0%44.62%8/6/2024
VICI PropertiesVICI Properties (VICI)
2.44%0%70.39%2/1/2025
JPMorganJPMorgan (JPM)
2.18%0%79.55%2/1/2025
AmazonAmazon (AMZN)
2.06%0%34.79%10/30/2023
DisneyDisney (DIS)
1.9%0%68.39%8/28/2024
PayPalPayPal (PYPL)
1.69%0%60.96%4/15/2024
OccidentalOccidental (OXY)
1.43%0%49.4%2/1/2025
ExxonMobilExxonMobil (XOM)
1.15%0%67.07%12/17/2024
AMDAMD (AMD)
0.98%0%62.28%2/1/2025
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.97%0%85.79%12/9/2024
LVMHLVMH (MC.PA)
0.91%0%29.35%2/1/2025
ShellShell (SHEL.L)
0.86%0%17.26%8/2/2023
MetaMeta (META)
0.86%0%22.97%7/7/2023
StarbucksStarbucks (SBUX)
0.82%0%39.58%8/13/2024
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0.79%0%21.91%8/30/2023
Lam ResearchLam Research (LRCX)
0.77%0%26.96%2/1/2025
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0.73%0%51.13%11/18/2024
TargetTarget (TGT)
0.73%0%49%11/20/2024
Medical Properties TrustMedical Properties Trust (MPW)
0.69%0%94.02%2/1/2025
Rio TintoRio Tinto (RIO.L)
0.68%0%38.51%2/1/2025
Coca-ColaCoca-Cola (KO)
0.56%0%43.56%8/8/2024
NovavaxNovavax (NVAX)
0.55%0%65.21%5/14/2024
VisaVisa (V)
0.55%0%26.43%2/1/2025
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.5%0%31.87%10/16/2023
PetrobrasPetrobras (PBR)
0.45%0%20.58%6/8/2023
Procter & GambleProcter & Gamble (PG)
0.44%0%24.7%12/6/2023
EnbridgeEnbridge (ENB)
0.41%0%24.17%12/5/2023
STAGSTAG (STAG)
0.38%0%34%2/22/2024
AlibabaAlibaba (BABA)
0.37%0%16.07%5/17/2024
British American TobaccoBritish American Tobacco (BTI)
0.36%0%74.63%7/25/2024
NVIDIANVIDIA (NVDA)
0.36%0%14.48%2/1/2025
CoinbaseCoinbase (COIN)
0.34%0%24.04%1/12/2024
QualcommQualcomm (QCOM)
0.32%0%20.72%2/1/2025
W&T OffshoreW&T Offshore (WTI)
0.31%0%85.26%2/1/2025
Rio TintoRio Tinto (RIO)
0.29%0%10.23%6/14/2023
AMCAMC (AMC)
0.29%0%98.8%1/24/2025
Canadian PacificCanadian Pacific (CP)
0.28%0%26.29%1/23/2025
AltriaAltria (MO)
0.27%0%15.01%3/21/2024
AirbnbAirbnb (ABNB)
0.26%0%11.82%8/3/2023
NasdaqNasdaq (NDAQ)
0.23%0%10.76%11/17/2023
1 800 FLOWERS1 800 FLOWERS (FLWS)
0.23%0%39.84%12/18/2023
Liberty SiriusXMLiberty SiriusXM (LSXMK)
0.22%0%17.8%9/11/2024
PembinaPembina (PBA)
0.21%0%19.12%11/2/2023
Match GroupMatch Group (MTCH)
0.2%0%14.08%8/14/2024
Plug PowerPlug Power (PLUG)
0.19%0%70.92%2/1/2025
HerbalifeHerbalife (HLF)
0.17%0%28.29%2/1/2025
CostcoCostco (COST)
0.15%0%20.45%10/30/2023
NioNio (NIO)
0.13%0%4.65%2/6/2023
SoFiSoFi (SOFI)
0.11%0%15.8%6/16/2023
Arbor RealtyArbor Realty (ABR)
0.11%0%10.23%2/13/2024
DeltaDelta (DAL)
0.1%0%7.84%8/10/2023
TSMCTSMC (TSM)
0.08%0%3.45%1/27/2023
AGNCAGNC (AGNC)
0.07%0%14.61%2/1/2025
EnovixEnovix (ENVX)
0.06%0%6.51%5/26/2023
ASMLASML (ASML)
0.05%0%6.64%2/1/2025
SPDR Russell 2000 US Small Cap UCITS ETFSPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE)
0.05%0%9.96%2/1/2025
DuolingoDuolingo (DUOL)
0.05%0%2.52%8/9/2023
Take-TwoTake-Two (TTWO)
0.05%0%1.46%12/15/2023
AMC prefAMC pref (APE.US)
0.05%0%30.81%8/25/2023
Xtrackers MSCI India Swap UCITS ETFXtrackers MSCI India Swap UCITS ETF (XCX5.L)
0.05%0%6.64%6/13/2024
SalesforceSalesforce (CRM)
0.04%0%4.38%9/23/2024
ModernaModerna (MRNA)
0.04%0%1.46%1/12/2023
C3.aiC3.ai (AI)
0.04%0%5.18%5/16/2023
Sirius XMSirius XM (SIRI)
0.03%0%9.16%7/8/2024
TeslaTesla (TSLA)
0.03%0%1.59%4/1/2024
NikeNike (NKE)
0.03%0%3.05%2/1/2025
Norsk HydroNorsk Hydro (NHY.OL)
0.03%0%3.45%10/4/2023
AbbVieAbbVie (ABBV)
0.03%0%1.06%1/9/2023
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.02%0%0.13%3/3/2023
First Republic BankFirst Republic Bank (FRCB)
0.01%0%3.72%5/8/2023
BroadcomBroadcom (AVGO)
0.01%0%1.06%6/21/2024
PalantirPalantir (PLTR)
0.01%0%2.12%3/3/2023
EthereumEthereum (ETH)
0.01%0%0.27%12/4/2023
AlphabetAlphabet (GOOGL)
0.01%0%0.13%2/3/2023
Invitae CorpInvitae Corp (NVTAQ)
0.01%0%3.59%5/15/2023
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.01%0%7.17%5/10/2023
RWERWE (RWE.DE)
0%0%0.4%1/4/2023
UberUber (UBER)
0%0%0.13%2/9/2023
ChargePointChargePoint (CHPT)
0%0%5.98%2/1/2025
ASMLASML (ASML.NV)
0%0%0.53%12/2/2024
PfizerPfizer (PFE)
0%0%0.27%11/1/2023
VIX Sep 23 FutureVIX Sep 23 Future (VIX.SEP)
0%0%0.27%4/14/2023
CrowdstrikeCrowdstrike (CRWD)
0%0%0.13%6/4/2024
Hawaiian ElectricHawaiian Electric (HE)
0%0%0.27%9/1/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Realty IncomeRealty Income (O)
      		8.21%8.1%
      WP CareyWP Carey (WPC)
      		7.99%7.12%
      BlackRockBlackRock (BLK)
      		4.24%6.78%
      BATBAT (BATS.L)
      		5.89%6.72%
      SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
      		4.38%5.71%
      EnphaseEnphase (ENPH)
      		9.47%5.24%
      SPDR S&P US Dividend Aristocrats UCITS ETFSPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)
      		4.28%4.77%
      VICI PropertiesVICI Properties (VICI)
      		4.56%4.56%
      LVMHLVMH (MC.PA)
      		4.61%4.52%
      AppleApple (AAPL)
      		2.63%4.22%
      Lam ResearchLam Research (LRCX)
      		4.68%4.04%
      OccidentalOccidental (OXY)
      		4.14%3.9%
      CVS HealthCVS Health (CVS)
      		4.97%3.22%
      JPMorganJPMorgan (JPM)
      		1.84%3.16%
      AMDAMD (AMD)
      		2.96%2.9%
      MicrosoftMicrosoft (MSFT)
      		1.79%2.9%
      AlphabetAlphabet (GOOG)
      		2.36%2.88%
      Bank of AmericaBank of America (BAC)
      		1.89%2.58%
      VisaVisa (V)
      		2.13%2.49%
      Rio TintoRio Tinto (RIO.L)
      		1.74%1.72%
      QualcommQualcomm (QCOM)
      		1.59%1.44%
      Canadian PacificCanadian Pacific (CP)
      		1.06%0.95%
      Medical Properties TrustMedical Properties Trust (MPW)
      		1.16%0.62%
      HerbalifeHerbalife (HLF)
      		0.88%0.58%
      ASMLASML (ASML)
      		0.57%0.54%
      AGNCAGNC (AGNC)
      		0.55%0.5%
      SPDR Russell 2000 US Small Cap UCITS ETFSPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE)
      		0.5%0.48%
      W&T OffshoreW&T Offshore (WTI)
      		0.52%0.26%
      Plug PowerPlug Power (PLUG)
      		0.53%0.25%
      AMCAMC (AMC)
      		0.77%0.07%
      ChargePointChargePoint (CHPT)
      		0.07%0.06%

      Cash Exposure Over Time

      Cash Exposure % Over Time