MalissaLws avatar

MalissaLws
🇬🇧 Retail, ETF, Tech, and Other Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
July 17, 2024
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
October 26, 2024
Least Diversified
0 instruments
February 2, 2025
Average
7.8 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.87%
avatarMSFT
99.87%
avatarAMZN
99.87%
avatarBABA
99.87%
avatarVOW3.DE
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 2, 2023
Lowest Exposure
July 17, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Retail Trade
13.46%
ETFs
10.35%
Technology Services
9.43%
Electronic Technology
9.22%
Consumer Durables
0.8%

Top Countries

Top 5

🇺🇸United States
29.86%
🇨🇳China
2.19%
🇩🇪Germany
0.8%
🇳🇱Netherlands
0.63%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
11.27%0%99.87%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
6.85%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
5.66%0%99.87%2/1/2025
AppleApple (AAPL)
5.47%0%99.87%2/1/2025
NVIDIANVIDIA (NVDA)
3.13%0%42.1%2/1/2025
AlibabaAlibaba (BABA)
2.19%0%99.87%2/1/2025
AdobeAdobe (ADBE)
1.98%0%28.95%8/10/2023
MetaMeta (META)
1.79%0%28.95%8/10/2023
PIMCO Enhanced Short MaturityPIMCO Enhanced Short Maturity (MINT)
1.64%0%13.55%2/1/2025
VolkswagenVolkswagen (VOW3.DE)
0.8%0%99.87%2/1/2025
VanEck Morningstar Wide Moat ETFVanEck Morningstar Wide Moat ETF (MOAT)
0.63%0%13.15%2/1/2025
ASMLASML (ASML)
0.63%0%13.15%2/1/2025
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.62%0%13.15%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.61%0%13.15%2/1/2025
Realty IncomeRealty Income (O)
0.56%0%13.15%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      PIMCO Enhanced Short MaturityPIMCO Enhanced Short Maturity (MINT)
      		13.3%12.11%
      AmazonAmazon (AMZN)
      		7.98%11.81%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		5.32%7.63%
      AppleApple (AAPL)
      		2.66%4.72%
      ASMLASML (ASML)
      		5.32%4.7%
      VanEck Morningstar Wide Moat ETFVanEck Morningstar Wide Moat ETF (MOAT)
      		5.32%4.68%
      iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
      		5.32%4.59%
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		5.32%4.56%
      MicrosoftMicrosoft (MSFT)
      		2.66%4.32%
      Realty IncomeRealty Income (O)
      		5.32%4.12%
      NVIDIANVIDIA (NVDA)
      		3.99%3.45%
      AlibabaAlibaba (BABA)
      		2.66%1.98%
      VolkswagenVolkswagen (VOW3.DE)
      		1.33%0.62%

      Cash Exposure Over Time

      Cash Exposure % Over Time