MaxwellV avatar

MaxwellV
🇳🇿 Growth Other, Financial Services, and Tech Investor.
20 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
April 25, 2025
Lowest Cash
January 25, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
21 instruments
March 6, 2025
Least Diversified
0 instruments
February 2, 2025
Average
15.6 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.92%
avatarMSFT
99.92%
avatarNVDA
99.92%
avatarAMD
99.92%
avatarO
99.92%

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
April 25, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
38.74%
Technology Services
12.77%
Finance
9.98%
Cryptocurrencies
9.38%
Consumer Durables
7.38%

Top Countries

Top 5

🇺🇸United States
77.6%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
19.25%21.44%99.92%-
MicrosoftMicrosoft (MSFT)
12.77%12.74%99.92%-
AppleApple (AAPL)
11%9.47%99.92%-
AMDAMD (AMD)
8.49%6.66%99.92%-
TeslaTesla (TSLA)
7.38%0%50.8%11/28/2023
Realty IncomeRealty Income (O)
6.47%0.78%99.92%-
ModernaModerna (MRNA)
4.65%0.57%99.92%-
BitcoinBitcoin (BTC)
3.85%5.6%99.77%-
AmazonAmazon (AMZN)
3.81%0%70.91%8/20/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
3.52%0%37.4%4/7/2025
STAGSTAG (STAG)
3.51%1.05%99.92%-
EthereumEthereum (ETH)
3.1%3.68%99.92%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.37%4.07%43.26%-
CardanoCardano (ADA)
1.17%1.06%99.85%-
Build and BuildBuild and Build (BNB)
0.99%1.28%99.92%-
Vanguard FTSE All-World ex-USVanguard FTSE All-World ex-US (VEU)
0.48%3.43%15.16%-
Rhythm PharmaceuticalsRhythm Pharmaceuticals (RYTM)
0.28%0.91%47.91%-
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
0.27%2.13%14.17%-
AlgorandAlgorand (ALGO)
0.27%0.12%99.77%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.25%0%35.34%4/17/2025
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
0.15%1.24%14.17%-
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
0.15%1.28%14.17%-
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
0.11%0.88%14.01%-
DraftKingsDraftKings (DKNG)
0%0%0.38%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 & Instruments Over Time

Cash Exposure %

Number of Instruments