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Marchel85
🇳🇱 Tech and Financial Services Investor.
1 copier.

Cash Allocation

Range

Highest Cash
January 2, 2024
Lowest Cash
January 6, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
34 instruments
April 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
30.9 instruments

Most Consistent Holdings

Top 5

avatarMSFT
99.87%
avatarDIS
99.87%
avatarINTC
99.87%
avatarKO
99.87%
avatarSONY
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 6, 2023
Lowest Exposure
January 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
33.69%
Electronic Technology
13.75%
Health Technology
10.35%
Utilities
9.46%
Cryptocurrencies
7.04%

Top Countries

Top 5

🇺🇸United States
72.24%
🇨🇳China
2.73%
🇯🇵Japan
1.36%
🇫🇷France
1.24%
🇹🇼Taiwan
0.63%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SimonSimon (SPG)
10.22%0%99.87%2/1/2025
VistraVistra (VST)
9.46%0%64.28%5/7/2024
AbbVieAbbVie (ABBV)
7.25%0%99.87%2/1/2025
Main Street CapitalMain Street Capital (MAIN)
5.78%0%99.87%2/1/2025
AMDAMD (AMD)
5.58%0%99.87%2/1/2025
Realty IncomeRealty Income (O)
5.39%0%99.87%2/1/2025
Digital RealtyDigital Realty (DLR)
4.69%0%99.87%2/1/2025
BitcoinBitcoin (BTC)
3.65%0%99.87%2/1/2025
STAGSTAG (STAG)
3.23%0%99.87%2/1/2025
Plug PowerPlug Power (PLUG)
2.55%0%99.87%2/1/2025
II-ETF-PortfolioII-ETF-Portfolio
2.46%0%75.96%2/1/2025
CorsairCorsair (CRSR)
2.19%0%99.87%2/1/2025
ViatrisViatris (VTRS)
2.09%0%99.87%2/1/2025
XRPXRP (XRP)
2.07%0%75.96%2/1/2025
DisneyDisney (DIS)
1.8%0%99.87%2/1/2025
QualcommQualcomm (QCOM)
1.48%0%99.87%2/1/2025
BroadcomBroadcom (AVGO)
1.43%0%19.79%6/2/2023
AlibabaAlibaba (BABA)
1.41%0%99.87%2/1/2025
AmazonAmazon (AMZN)
1.41%0%89.24%11/13/2024
SonySony (SONY)
1.36%0%99.87%2/1/2025
LTC PropertiesLTC Properties (LTC.US)
1.28%0%80.08%2/1/2025
CovivioCovivio (COV.PA)
1.24%0%99.87%2/1/2025
Apple HospitalityApple Hospitality (APLE)
1.04%0%78.35%2/1/2025
BiogenBiogen (BIIB)
1%0%76.89%2/1/2025
MicrosoftMicrosoft (MSFT)
0.93%0%99.87%2/1/2025
Coca-ColaCoca-Cola (KO)
0.93%0%99.87%2/1/2025
VMwareVMware (VMW)
0.86%0%43.03%11/28/2023
BaiduBaidu (BIDU)
0.81%0%99.87%2/1/2025
StellarStellar (XLM)
0.69%0%74.5%2/1/2025
TSMCTSMC (TSM)
0.63%0%43.16%2/1/2025
KimcoKimco (KIM)
0.62%0%80.08%2/1/2025
IntelIntel (INTC)
0.54%0%99.87%2/1/2025
TencentTencent (0700.HK)
0.43%0%83.13%9/27/2024
ChainlinkChainlink (LINK)
0.4%0%45.95%2/1/2025
Agree RealtyAgree Realty (ADC)
0.18%0%44.49%2/1/2025
EthereumEthereum (ETH)
0.12%0%27.89%11/12/2024
Western DigitalWestern Digital (WDC)
0.11%0%3.85%1/31/2023
NikolaNikola (NKLA)
0.11%0%17.53%5/16/2023
NioNio (NIO)
0.09%0%17.53%5/16/2023
GlobalFoundriesGlobalFoundries (GFS)
0.05%0%9.43%3/15/2023
Sonic (prev. FTM)Sonic (prev. FTM) (S)
0.04%0%2.79%1/22/2023
DogecoinDogecoin (DOGE)
0.03%0%3.98%2/1/2025
NEONEO (NEO)
0.03%0%13.81%11/7/2023
StorjStorj (STORJ)
0.01%0%6.91%9/15/2023
RaytheonRaytheon (RTX)
0.01%0%0.27%1/3/2023
NasdakiNasdaki
0%0%0.13%6/30/2023
MeituanMeituan (03690.HK)
0%0%7.04%5/22/2023
Build and BuildBuild and Build (BNB)
0%0%0.93%7/3/2023
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0%0%1.59%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      SimonSimon (SPG)
      		6.15%12.77%
      AbbVieAbbVie (ABBV)
      		4.23%8.34%
      Main Street CapitalMain Street Capital (MAIN)
      		4.23%7.74%
      XRPXRP (XRP)
      		2.39%7.6%
      BitcoinBitcoin (BTC)
      		3.76%7.07%
      Digital RealtyDigital Realty (DLR)
      		5.51%6.57%
      Realty IncomeRealty Income (O)
      		7.31%5.86%
      II-ETF-PortfolioII-ETF-Portfolio
      		5.89%5.24%
      AMDAMD (AMD)
      		3.8%4.28%
      STAGSTAG (STAG)
      		3.99%3.41%
      ViatrisViatris (VTRS)
      		3.34%2.53%
      Plug PowerPlug Power (PLUG)
      		14.56%2.48%
      StellarStellar (XLM)
      		1.07%2.39%
      BiogenBiogen (BIIB)
      		3.59%2.35%
      DisneyDisney (DIS)
      		2.61%2.22%
      LTC PropertiesLTC Properties (LTC.US)
      		2.15%1.95%
      QualcommQualcomm (QCOM)
      		1.73%1.75%
      SonySony (SONY)
      		1.78%1.69%
      TSMCTSMC (TSM)
      		1.35%1.61%
      Apple HospitalityApple Hospitality (APLE)
      		1.78%1.57%
      AlibabaAlibaba (BABA)
      		3.73%1.39%
      CovivioCovivio (COV.PA)
      		1.77%1.33%
      CorsairCorsair (CRSR)
      		5.39%1.2%
      ChainlinkChainlink (LINK)
      		1.28%1.11%
      KimcoKimco (KIM)
      		1.03%1.09%
      MicrosoftMicrosoft (MSFT)
      		0.77%1.08%
      Coca-ColaCoca-Cola (KO)
      		0.96%0.93%
      IntelIntel (INTC)
      		1.15%0.68%
      BaiduBaidu (BIDU)
      		1.35%0.6%
      Agree RealtyAgree Realty (ADC)
      		0.38%0.42%

      Cash Exposure Over Time

      Cash Exposure % Over Time