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NicholasOliver
🇦🇺 Financial Services and Other Investor.
1 copier.

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
March 31, 2023
Lowest Cash
June 4, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
12 instruments
January 2, 2023
Least Diversified
4 instruments
January 17, 2024
Average
8 instruments

Most Consistent Holdings

Top 5

avatarVUG
100%
avatarBRK.B
91.84%
avatarIEP
83.69%
avatarIBIT
57.65%
avatarET
54.41%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 4, 2024
Lowest Exposure
March 31, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
37.23%
ETFs
19.62%
Miscellaneous
10.74%
Energy Minerals
6.04%
Cryptocurrencies
1.1%

Top Countries

Top 5

🇺🇸United States
56.54%
🇨🇳China
0.34%
🇳🇱Netherlands
0.01%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
36.81%41.52%91.84%-
Vanguard Growth ETFVanguard Growth ETF (VUG)
11.96%14.31%100%-
iShares Bitcoin TrustiShares Bitcoin Trust (IBIT)
10.74%26.57%57.65%-
Icahn EnterprisesIcahn Enterprises (IEP)
6.04%0.81%83.69%-
Fab_ZanFab_Zan
4.84%3.81%100%-
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
4.59%0%30.28%11/27/2023
JeppeKirkBondeJeppeKirkBonde
2.39%4.11%57.65%-
Direxion Daily Small Cap Bear 3x SharesDirexion Daily Small Cap Bear 3x Shares (TZA)
1.34%0%9.61%3/30/2023
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
1.33%0%9.61%6/12/2023
Energy TransferEnergy Transfer (ET)
0.89%1.51%54.41%-
BitcoinBitcoin (BTC)
0.77%0%15.31%3/25/2024
CignaCigna (CI)
0.74%1.16%54.41%-
NVIDIANVIDIA (NVDA)
0.52%3.68%16.2%-
AlibabaAlibaba (BABA)
0.34%0%8.16%3/17/2023
VerizonVerizon (VZ)
0.29%0%25.25%1/16/2024
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.26%0%6.93%3/25/2024
MastercardMastercard (MA)
0.21%0%8.16%3/17/2023
EthereumEthereum (ETH)
0.17%0%8.16%3/17/2023
LitecoinLitecoin (LTC)
0.16%0%8.16%3/17/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.13%0%3.69%3/25/2024
VisaVisa (V)
0.12%0%8.16%3/17/2023
PayPalPayPal (PYPL)
0.1%0%8.16%3/17/2023
CoinbaseCoinbase (COIN)
0.09%0%8.16%3/17/2023
Allkem LimitedAllkem Limited (AKE.ASX)
0.08%0%1.68%12/12/2023
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.01%0%9.16%6/8/2023
ProsusProsus (PRX.NV)
0.01%0%13.63%1/15/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Berkshire HathawayBerkshire Hathaway (BRK.B)
38.69%41.55%
iShares Bitcoin TrustiShares Bitcoin Trust (IBIT)
21.49%25.85%
Vanguard Growth ETFVanguard Growth ETF (VUG)
12.9%14.97%
JeppeKirkBondeJeppeKirkBonde
4.38%4.07%
Fab_ZanFab_Zan
4.28%3.96%
Energy TransferEnergy Transfer (ET)
1.72%1.81%
Icahn EnterprisesIcahn Enterprises (IEP)
8.6%1.8%
CignaCigna (CI)
1.72%1.09%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments