MichaelPearcy avatar

MichaelPearcy
🇬🇧 Indices Investor.
4 copiers.

Cash Allocation

Range

Highest Cash
April 13, 2024
Lowest Cash
April 6, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
24 instruments
January 28, 2025
Least Diversified
0 instruments
April 13, 2024
Average
9.9 instruments

Most Consistent Holdings

Top 5

avatarSCHW
64.1%
avatarBABA
38.75%
avatarTAN
38.75%
avatar03690.HK
38.03%
avatarCLX
37.75%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 6, 2023
Lowest Exposure
April 13, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
14.48%
Technology Services
8.11%
Indexes
4.91%
Consumer Durables
4.33%
ETFs
4.32%

Top Countries

Top 5

🇺🇸United States
24.37%
🇨🇳China
8.12%
🇭🇰Hong Kong
2.5%
🇬🇧United Kingdom
2.39%
🇩🇪Germany
1.62%

Number of Instruments

Holdings over time

(Since February 23, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Charles SchwabCharles Schwab (SCHW)
11.72%0%64.1%11/11/2024
TencentTencent (0700.HK)
3.5%0%27.64%11/20/2024
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
3.39%0%13.25%1/10/2025
Diabetes-MedDiabetes-Med
2.68%0%41.6%3/7/2024
CrowdstrikeCrowdstrike (CRWD)
2.57%0%13.82%10/25/2024
CloroxClorox (CLX)
2.17%0%37.75%8/5/2024
U-optimizeU-optimize
2.1%0%25.21%10/12/2023
RadimGothRadimGoth
2%0%35.33%4/5/2024
Western AllianceWestern Alliance (WAL)
1.92%0%9.83%11/29/2023
AlibabaAlibaba (BABA)
1.86%0%38.75%2/1/2025
MeituanMeituan (03690.HK)
1.85%0%38.03%2/1/2025
II-DisruptiveII-Disruptive
1.77%0%20.8%10/12/2023
HugelyHugely
1.71%0%28.49%2/16/2024
GeelyGeely (00175.HK)
1.63%0%36.61%2/1/2025
KahitAnoMahalKoKahitAnoMahalKo
1.45%0%19.8%10/13/2023
ElZorro08ElZorro08
1.15%0%19.37%12/14/2023
celeshcelesh
1.12%0%10.54%4/12/2024
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
1.08%0%3.7%11/12/2024
AlphabetAlphabet (GOOG)
1.03%0%27.21%10/25/2024
Howden JoineryHowden Joinery (HWDN.L)
0.97%0%5.98%12/8/2023
Invesco Solar ETFInvesco Solar ETF (TAN)
0.94%0%38.75%2/1/2025
China Everbright EnvironmentChina Everbright Environment (00257.HK)
0.87%0%25.07%11/1/2024
ValeVale (VALE)
0.83%0%37.32%2/1/2025
ingrucingruc
0.68%0%4.7%3/28/2023
MetaMeta (META)
0.66%0%5.13%5/13/2024
JDJD (9618.HK)
0.62%0%13.11%2/1/2025
SystematicAlgoSystematicAlgo
0.62%0%10.97%10/16/2023
ChesapeakeChesapeake (EXE)
0.59%0%24.79%11/6/2024
AppleApple (AAPL)
0.57%0%2.99%3/30/2023
Invesco China Technology ETFInvesco China Technology ETF (CQQQ)
0.53%0%21.65%10/7/2024
KraneShares CSI China InternetKraneShares CSI China Internet (KWEB)
0.53%0%21.65%10/7/2024
iShares MSCI South Korea ETFiShares MSCI South Korea ETF (EWY)
0.53%0%20.8%9/27/2024
VolkswagenVolkswagen (VOW.DE)
0.51%0%15.67%2/1/2025
ShellShell (SHEL.L)
0.51%0%12.68%8/1/2024
JORDENBOERJORDENBOER
0.5%0%4.84%3/31/2023
PorschePorsche (PAH3.DE)
0.5%0%15.67%2/1/2025
Rio TintoRio Tinto (RIO.L)
0.5%0%7.98%2/1/2025
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.49%0%20.37%9/24/2024
EnslinjacoEnslinjaco
0.44%0%3.85%3/28/2023
TUI AGTUI AG (TUI.L)
0.33%0%2.99%4/28/2023
DisneyDisney (DIS)
0.33%0%1.28%5/12/2023
WalmartWalmart (WMT)
0.32%0%4.84%5/12/2023
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.31%0%13.25%8/5/2024
Ishares Nasdaq BiotechnologyIshares Nasdaq Biotechnology (IBB)
0.31%0%13.25%8/5/2024
MicrosoftMicrosoft (MSFT)
0.3%0%12.54%7/31/2024
ZionsZions (ZION)
0.29%0%1.99%5/2/2023
Daimler TruckDaimler Truck (DTG.DE)
0.29%0%7.98%12/9/2024
3M3M (MMM)
0.29%0%12.39%7/30/2024
Gilead SciencesGilead Sciences (GILD)
0.29%0%12.39%7/30/2024
FordFord (F)
0.27%0%7.55%12/6/2024
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
0.25%0%2.14%4/18/2024
GBP/CHFGBP/CHF (GBPCHF)
0.25%0%2.56%4/30/2024
DividendGrowthDividendGrowth
0.25%0%1.85%4/10/2023
Bank of AmericaBank of America (BAC)
0.24%0%0.85%5/8/2023
FinanzzyklenFinanzzyklen
0.19%0%2.85%3/28/2023
NVIDIANVIDIA (NVDA)
0.16%0%1.42%2/1/2025
ValueGurusValueGurus
0.16%0%0.57%2/28/2023
iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
0.15%0%1.28%2/1/2025
NioNio (NIO)
0.15%0%2.56%4/19/2023
CapriCapri (CPRI)
0.15%0%5.7%12/4/2024
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.15%0%0.85%4/23/2024
BarclaysBarclays (BARC.L)
0.14%0%1.85%4/6/2023
CNBMCNBM (3323.HK)
0.14%0%4.84%12/5/2024
HSBCHSBC (HSBA.L)
0.13%0%2.99%6/5/2023
Invesco QQQInvesco QQQ (QQQ)
0.13%0%1.28%2/1/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.12%0%1.28%4/22/2024
OrronOrron (ORRON.ST)
0.11%0%1.85%4/18/2023
USD/JPYUSD/JPY (USDJPY)
0.11%0%1%4/4/2024
AnkrAnkr (ANKR)
0.1%0%1.57%3/16/2023
PfizerPfizer (PFE)
0.09%0%1.42%4/10/2023
AT&TAT&T (T)
0.09%0%1.42%4/10/2023
Procter & GambleProcter & Gamble (PG)
0.09%0%1.42%4/10/2023
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.08%0%0.85%12/12/2023
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0.08%0%0.43%2/28/2023
USD/CHFUSD/CHF (USDCHF)
0.08%0%0.71%3/12/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.07%0%0.85%4/6/2023
CoeurCoeur (CDE)
0.06%0%1.28%2/1/2025
iShares US Mortgage Backed Securities UCITS ETFiShares US Mortgage Backed Securities UCITS ETF (QDVP.DE)
0.06%0%1.28%2/1/2025
Cocoa (Expiring Future)Cocoa (Expiring Future) (COCOA.FUT)
0.06%0%0.71%5/6/2024
Live Cattle (Expiring Future)Live Cattle (Expiring Future) (LiveCattle.FUT)
0.05%0%1%4/10/2023
Wheat (Expiring Future)Wheat (Expiring Future) (WHEAT.FUT)
0.05%0%1%4/5/2023
Teucrium Wheat FundTeucrium Wheat Fund (WEAT)
0.05%0%0.57%5/8/2023
iShares USD Treasury Bond 3-7yr UCITS ETFiShares USD Treasury Bond 3-7yr UCITS ETF (SXRL.DE)
0.05%0%1.28%2/1/2025
ProShares Short S&P500ProShares Short S&P500 (SH)
0.05%0%1.28%2/1/2025
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
0.05%0%1.28%2/1/2025
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
0.05%0%1.28%2/1/2025
HKG50 Index (Non Expiry)HKG50 Index (Non Expiry) (HKG50)
0.05%0%0.28%4/18/2024
BlackRockBlackRock (BLK)
0.04%0%0.57%4/3/2023
iShares Physical Gold ETCiShares Physical Gold ETC (PPFB.DE)
0.03%0%1.28%2/1/2025
iShares USD Treasury Bond 20+yr UCITS ETFiShares USD Treasury Bond 20+yr UCITS ETF (IS04.DE)
0.03%0%1.28%2/1/2025
iShares V PLC - iShares J.P. Morgan EM Corp Bond UCITS ETFiShares V PLC - iShares J.P. Morgan EM Corp Bond UCITS ETF (IS0Q.DE)
0.03%0%1.28%2/1/2025
AirbnbAirbnb (ABNB)
0.03%0%0.14%5/10/2023
TeslaTesla (TSLA)
0.02%0%1%11/14/2024
MicroStrategyMicroStrategy (MSTR)
0.02%0%0.71%2/1/2025
Academy SportsAcademy Sports (ASO)
0.02%0%0.14%3/16/2023
McDonald'sMcDonald's (MCD)
0.02%0%0.14%10/24/2024
Kinder MorganKinder Morgan (KMI)
0.02%0%0.28%4/5/2023
SquarespaceSquarespace (SQSP)
0.02%0%0.14%3/7/2023
iShares USD High Yield Corp Bond UCITS ETFiShares USD High Yield Corp Bond UCITS ETF (IS0R.DE)
0.02%0%1.28%2/1/2025
iShares Corp Bond Interest Rate Hedged UCITS ETFiShares Corp Bond Interest Rate Hedged UCITS ETF (IS3F.DE)
0.02%0%1.28%2/1/2025
CostcoCostco (COST)
0.02%0%0.14%3/3/2023
Copper (Expiring Future)Copper (Expiring Future) (COPPER.FUT)
0.01%0%0.14%4/22/2024
GBP/USDGBP/USD (GBPUSD)
0.01%0%0.14%4/22/2024
USD/CADUSD/CAD (USDCAD)
0.01%0%0.14%4/24/2024
AUD/USDAUD/USD (AUDUSD)
0.01%0%0.14%4/22/2024
MicronMicron (MU)
0.01%0%0.14%3/29/2023
LululemonLululemon (LULU)
0.01%0%0.14%3/29/2023
SemtechSemtech (SMTC)
0.01%0%0.14%3/30/2023
PayPalPayPal (PYPL)
0.01%0%0.14%5/9/2023
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
0.01%0%0.57%5/7/2024
OracleOracle (ORCL)
0.01%0%0.14%3/10/2023
CoinbaseCoinbase (COIN)
0%0%0.14%11/13/2024
TeslaTesla (TSLA.EXT)
0%0%0.14%11/8/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AlibabaAlibaba (BABA)
      		8.87%8.39%
      GeelyGeely (00175.HK)
      		6.33%6.36%
      Rio TintoRio Tinto (RIO.L)
      		5.07%5.3%
      MeituanMeituan (03690.HK)
      		5.07%4.74%
      JDJD (9618.HK)
      		5.07%4.55%
      VolkswagenVolkswagen (VOW.DE)
      		3.17%3.15%
      PorschePorsche (PAH3.DE)
      		3.17%3.06%
      Invesco Solar ETFInvesco Solar ETF (TAN)
      		2.53%2.04%
      ValeVale (VALE)
      		2.53%1.87%

      Cash Exposure Over Time

      Cash Exposure % Over Time