MaxwellV avatar

MaxwellV
🇳🇿 Crypto, Tech, and Other Investor.
31 copiers.

Cash Allocation

Range

Highest Cash
June 21, 2024
Lowest Cash
January 25, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
18 instruments
February 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.9 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarMSFT
99.91%
avatarNVDA
99.91%
avatarAMD
99.91%
avatarO
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 25, 2022
Lowest Exposure
June 21, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
39.41%
Technology Services
12.67%
Finance
11.21%
Cryptocurrencies
9.15%
Consumer Durables
8.84%

Top Countries

Top 5

🇺🇸United States
82.31%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
19.14%0%99.91%2/1/2025
MicrosoftMicrosoft (MSFT)
12.67%0%99.91%2/1/2025
AppleApple (AAPL)
11.29%0%99.91%2/1/2025
AMDAMD (AMD)
8.97%0%99.91%2/1/2025
TeslaTesla (TSLA)
8.84%0%60.86%11/28/2023
Realty IncomeRealty Income (O)
7.31%0%99.91%2/1/2025
ModernaModerna (MRNA)
5.42%0%99.91%2/1/2025
AmazonAmazon (AMZN)
4.56%0%84.95%8/20/2024
STAGSTAG (STAG)
3.9%0%99.91%2/1/2025
BitcoinBitcoin (BTC)
3.49%0%99.73%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
3.48%0%38.96%2/1/2025
EthereumEthereum (ETH)
3.21%0%99.91%2/1/2025
CardanoCardano (ADA)
1.19%0%99.82%2/1/2025
Build and BuildBuild and Build (BNB)
0.97%0%99.91%2/1/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.82%0%32.03%2/1/2025
AlgorandAlgorand (ALGO)
0.29%0%99.73%2/1/2025
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.24%0%35.58%2/1/2025
Rhythm PharmaceuticalsRhythm Pharmaceuticals (RYTM)
0.2%0%37.59%2/1/2025
DraftKingsDraftKings (DKNG)
0%0%0.46%2/14/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NVIDIANVIDIA (NVDA)
      		2.99%19.09%
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		17.36%13.73%
      MicrosoftMicrosoft (MSFT)
      		10.81%12.43%
      AppleApple (AAPL)
      		7.78%10.95%
      AMDAMD (AMD)
      		5.99%5.89%
      BitcoinBitcoin (BTC)
      		3.7%5.2%
      Realty IncomeRealty Income (O)
      		6.58%4.08%
      Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
      		5.39%4.08%
      EthereumEthereum (ETH)
      		4.81%3.14%
      STAGSTAG (STAG)
      		2.99%2.22%
      CardanoCardano (ADA)
      		3.59%1.19%
      Build and BuildBuild and Build (BNB)
      		1.5%1.14%
      ModernaModerna (MRNA)
      		2.99%1.04%
      SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
      		1.2%0.86%
      Rhythm PharmaceuticalsRhythm Pharmaceuticals (RYTM)
      		0.6%0.55%
      AlgorandAlgorand (ALGO)
      		1.2%0.2%

      Cash Exposure Over Time

      Cash Exposure % Over Time