Malkiel_Invest avatar

Malkiel_Invest
🇩🇪 Financial Services and Retail Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
January 5, 2023
Lowest Cash
February 14, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
7 instruments
February 14, 2023
Least Diversified
0 instruments
January 5, 2023
Average
6.7 instruments

Most Consistent Holdings

Top 5

avatarAMZN
99.6%
avatarVERU
99.6%
avatarJD.L
95.07%
avatarROO.L
95.07%
avatarHMC
94.67%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 14, 2023
Lowest Exposure
January 5, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Retail Trade
16.46%
Finance
10.97%
Technology Services
7.01%
Consumer Durables
5.55%
Health Technology
1.09%

Top Countries

Top 5

🇺🇸United States
21.1%
🇬🇧United Kingdom
14.43%
🇯🇵Japan
5.55%

Number of Instruments

Holdings over time

(Since January 5, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
9.04%0%99.6%2/1/2025
JD SportsJD Sports (JD.L)
7.43%0%95.07%2/1/2025
DeliverooDeliveroo (ROO.L)
7.01%0%95.07%2/1/2025
TPGTPG (TPG)
5.73%0%94.67%2/1/2025
HondaHonda (HMC)
5.55%0%94.67%2/1/2025
The HartfordThe Hartford (HIG)
5.24%0%94.67%2/1/2025
VeruVeru (VERU)
1.09%0%99.6%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AmazonAmazon (AMZN)
      		4.95%12.06%
      TPGTPG (TPG)
      		4.95%8.64%
      DeliverooDeliveroo (ROO.L)
      		5.36%7.83%
      The HartfordThe Hartford (HIG)
      		4.95%6.35%
      HondaHonda (HMC)
      		4.95%5.1%
      JD SportsJD Sports (JD.L)
      		10.49%5.09%
      VeruVeru (VERU)
      		4.95%0.53%

      Cash Exposure Over Time

      Cash Exposure % Over Time