Okey2021 avatar

Okey2021
🇬🇧 Tech and Software Investor.
1 copier.

Cash Allocation

Range

Highest Cash
November 14, 2023
Lowest Cash
August 31, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
48 instruments
February 2, 2024
Least Diversified
0 instruments
February 2, 2025
Average
22.9 instruments

Most Consistent Holdings

Top 5

avatarMSFT
99.87%
avatarMA
83%
avatarNVDA
77.29%
avatarSPY
75.7%
avatarVOO
74.77%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 31, 2024
Lowest Exposure
November 14, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
23.74%
Electronic Technology
19.64%
Indexes
5.16%
Consumer Durables
3.61%
ETFs
3.38%

Top Countries

Top 5

🇺🇸United States
43.95%
🇬🇧United Kingdom
6.09%
🇩🇪Germany
5.01%
🇨🇳China
0.63%
🇨🇦Canada
0.15%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
10.75%0%99.87%2/1/2025
AppleApple (AAPL)
9.67%0%71.98%2/1/2025
IlMatematicoIlMatematico
9.65%0%74.77%2/1/2025
greavesy1984greavesy1984
8.9%0%73.71%2/1/2025
BigTechBigTech
5.12%0%76.76%2/1/2025
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
5.06%0%71.71%2/1/2025
Rolls-RoyceRolls-Royce (RR.L)
4.84%0%56.71%2/1/2025
SAPSAP (SAP)
4.41%0%27.22%7/28/2023
CadenceCadence (CDNS)
2.53%0%57.77%8/2/2024
AlphabetAlphabet (GOOG)
2.38%0%70.12%2/1/2025
TeslaTesla (TSLA)
2.37%0%31.61%3/7/2024
MastercardMastercard (MA)
2.32%0%83%2/1/2025
MetaMeta (META)
1.99%0%61.35%2/1/2025
NVIDIANVIDIA (NVDA)
1.87%0%77.29%2/1/2025
AMDAMD (AMD)
1.47%0%33.86%7/30/2024
AlexebiAlexebi
1.4%0%28.95%12/19/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.37%0%74.77%2/1/2025
Eli LillyEli Lilly (LLY)
1.23%0%49.67%2/1/2025
AmazonAmazon (AMZN)
1.1%0%18.06%2/15/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.99%0%75.7%2/1/2025
CostcoCostco (COST)
0.88%0%11.02%8/2/2023
acetoandreaacetoandrea
0.86%0%16.6%11/16/2023
aurelie0931aurelie0931
0.83%0%26.03%3/15/2024
AlphabetAlphabet (GOOGL)
0.79%0%39.84%2/1/2025
OracleOracle (ORCL)
0.78%0%45.55%2/1/2025
ARMARM (ARM)
0.77%0%18.99%2/27/2024
NioNio (NIO)
0.63%0%21.91%3/15/2024
PorschePorsche (PAH3.DE)
0.6%0%23.64%11/16/2023
JPMorganJPMorgan (JPM)
0.57%0%49.54%2/1/2025
WarrenBuffet-CFWarrenBuffet-CF
0.53%0%9.03%9/28/2023
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
0.53%0%47.54%2/1/2025
VertivVertiv (VRT)
0.53%0%13.28%2/21/2024
LuxuryBrandsLuxuryBrands
0.48%0%8.1%9/21/2023
JeppeKirkBondeJeppeKirkBonde
0.46%0%19.39%12/11/2023
BitcoinBitcoin (BTC)
0.43%0%45.55%2/1/2025
Robier89Robier89
0.42%0%17.93%1/22/2024
Dollar GeneralDollar General (DG.US)
0.37%0%11.82%12/12/2023
BrunoBGomesBrunoBGomes
0.37%0%23.9%2/27/2024
BoeingBoeing (BA)
0.35%0%9.96%3/7/2024
EnovixEnovix (ENVX)
0.34%0%4.78%8/2/2023
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
0.25%0%47.54%2/1/2025
SareptaSarepta (SRPT)
0.25%0%12.08%2/21/2024
Boston ScientificBoston Scientific (BSX.US)
0.21%0%48.34%2/1/2025
IshfaaqPeerallyIshfaaqPeerally
0.21%0%15.01%11/21/2023
NoImportan3NoImportan3
0.19%0%8.76%9/26/2023
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.19%0%8.5%2/27/2024
American ExpressAmerican Express (AXP)
0.18%0%49%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.17%0%49%2/1/2025
DanaherDanaher (DHR)
0.16%0%49%2/1/2025
TeckTeck (TECK)
0.14%0%9.03%1/22/2024
panelgpanelg
0.13%0%8.37%2/6/2024
TevaTeva (TEVA)
0.13%0%9.43%2/21/2024
AmitKupAmitKup
0.1%0%7.17%2/11/2024
AntofagastaAntofagasta (ANTO.L)
0.1%0%8.37%2/12/2024
AT&TAT&T (T)
0.09%0%2.52%7/17/2023
Five BelowFive Below (FIVE)
0.08%0%8.37%1/24/2024
LegenteLegente
0.07%0%5.58%1/19/2024
VisaVisa (V)
0.06%0%16.87%8/2/2024
RaytheonRaytheon (RTX)
0.06%0%4.52%2/27/2024
LindeLinde (LIN)
0.06%0%47.54%2/1/2025
St. JoeSt. Joe (JOE)
0.06%0%6.11%9/14/2023
jmquirozj91jmquirozj91
0.06%0%4.52%1/22/2024
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
0.06%0%2.26%7/27/2023
NatWestNatWest (NWG.L)
0.06%0%9.43%2/13/2024
AIGAIG (AIG)
0.06%0%45.55%2/1/2025
JD SportsJD Sports (JD.L)
0.05%0%3.19%1/4/2024
Endeavour MiningEndeavour Mining (EDV.L)
0.05%0%2.92%1/5/2024
AstraZenecaAstraZeneca (AZN)
0.05%0%2.26%12/8/2023
DS SmithDS Smith (SMDS.L)
0.04%0%7.3%1/24/2024
Cfranklin89Cfranklin89
0.04%0%5.98%1/22/2024
AdobeAdobe (ADBE)
0.04%0%3.32%3/18/2024
OcadoOcado (OCDO.L)
0.04%0%3.85%1/17/2024
CryptoPortfolioCryptoPortfolio
0.04%0%1.2%7/28/2023
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.03%0%1.86%2/27/2024
SupermicroSupermicro (SMCI)
0.03%0%2.66%2/13/2024
MGMMGM (MGM)
0.03%0%5.71%9/18/2023
Luma_25000Luma_25000
0.03%0%1.99%3/15/2024
EthereumEthereum (ETH)
0.03%0%3.59%3/27/2024
VodafoneVodafone (VOD.L)
0.02%0%6.51%2/6/2024
KeshavLohiyaKeshavLohiya
0.02%0%1.73%2/5/2024
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.02%0%2.66%2/27/2024
NeweggNewegg (NEGG)
0.02%0%1.33%12/4/2023
ADPADP (ADP)
0.02%0%3.98%3/1/2024
Four-HorsemenFour-Horsemen
0.02%0%0.27%7/21/2023
GlencoreGlencore (GLEN.L)
0.01%0%1.73%12/12/2023
IBMIBM (IBM)
0.01%0%1.59%2/27/2024
IntelIntel (INTC)
0.01%0%1.59%2/27/2024
BPBP (BP.L)
0.01%0%1.06%12/8/2023
CencoraCencora (COR)
0.01%0%1.2%2/9/2024
CiscoCisco (CSCO)
0.01%0%1.06%2/9/2024
ShopifyShopify (SHOP)
0.01%0%1.73%3/15/2024
NetflixNetflix (NFLX)
0.01%0%1.46%2/6/2024
BroadcomBroadcom (AVGO)
0.01%0%1.06%2/21/2024
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
0.01%0%0.4%12/11/2023
ComcastComcast (CMCSA)
0.01%0%1.46%2/6/2024
Direxion Daily FTSE China Bull 3X SharesDirexion Daily FTSE China Bull 3X Shares (YINN)
0.01%0%0.93%2/28/2024
Thermo FisherThermo Fisher (TMO)
0.01%0%1.86%2/9/2024
CrowdstrikeCrowdstrike (CRWD)
0.01%0%0.66%7/23/2024
ResMedResMed (RMD)
0.01%0%1.46%2/6/2024
Northrop GrummanNorthrop Grumman (NOC)
0.01%0%1.99%2/15/2024
Palo Alto NetworksPalo Alto Networks (PANW)
0.01%0%1.59%3/4/2024
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X SharesDirexion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares (GUSH)
0.01%0%1.73%2/28/2024
AESAES (AES)
0.01%0%0.93%2/2/2024
Howmet AerospaceHowmet Aerospace (HWM)
0%0%1.46%3/4/2024
NVIDIANVIDIA (NVDA.EXT)
0%0%0.66%3/27/2024
Goldman SachsGoldman Sachs (GS)
0%0%0.93%2/7/2024
GE HealthCareGE HealthCare (GEHC)
0%0%1.2%2/15/2024
iShares Refinitiv Inclusion and Diversity UCITS ETFiShares Refinitiv Inclusion and Diversity UCITS ETF (OPEN.DE)
0%0%1.46%2/27/2024
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0%0%0.8%2/13/2024
Origin MaterialsOrigin Materials (ORGN)
0%0%0.27%10/13/2023
Owens CorningOwens Corning (OC)
0%0%0.27%1/24/2024
SolanaSolana (SOL)
0%0%18.19%2/1/2025
Direxion Daily S&P Biotech Bull 3X SharesDirexion Daily S&P Biotech Bull 3X Shares (LABU.US)
0%0%0.8%2/21/2024
AristaArista (ANET)
0%0%0.27%2/15/2024
OskarGmerekOskarGmerek
0%0%0.8%4/1/2024
General DynamicsGeneral Dynamics (GD)
0%0%0.66%2/27/2024
L3HarrisL3Harris (LHX)
0%0%0.66%2/27/2024
Huntington IngallsHuntington Ingalls (HII)
0%0%0.53%2/26/2024
CitiCiti (C)
0%0%0.27%2/2/2024
BorgWarnerBorgWarner (BWA)
0%0%1.46%2/6/2024
Anglo AmericanAnglo American (AAL.L)
0%0%0.13%12/12/2023
L&G DAX Daily 2x Long UCITS ETFL&G DAX Daily 2x Long UCITS ETF (DEL2.DE)
0%0%0.8%2/28/2024
US Natural GasUS Natural Gas (UNG)
0%0%0.13%2/22/2024
Greg95Cer2Greg95Cer2
0%0%0.13%2/29/2024
Liberty MediaLiberty Media (LLYVK)
0%0%0.8%8/10/2023
Liberty MediaLiberty Media (LLYVA)
0%0%0%-
Atlanta BravesAtlanta Braves (BATRK)
0%0%0%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      IlMatematicoIlMatematico
      		22.75%20.82%
      greavesy1984greavesy1984
      		19.77%18.8%
      Rolls-RoyceRolls-Royce (RR.L)
      		8.54%10.91%
      SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
      		8.6%10.11%
      MicrosoftMicrosoft (MSFT)
      		9.88%8.96%
      BigTechBigTech
      		5.81%5.6%
      MetaMeta (META)
      		2.61%2.62%
      AlphabetAlphabet (GOOG)
      		2.61%2.61%
      AlphabetAlphabet (GOOGL)
      		2.03%2.09%
      MastercardMastercard (MA)
      		1.97%2.07%
      Eli LillyEli Lilly (LLY)
      		2.32%2.04%
      OracleOracle (ORCL)
      		1.51%1.76%
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		1.68%1.69%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		1.16%1.17%
      JPMorganJPMorgan (JPM)
      		0.93%1.07%
      BitcoinBitcoin (BTC)
      		0.81%1.06%
      Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
      		1.05%0.97%
      AppleApple (AAPL)
      		0.87%0.84%
      NVIDIANVIDIA (NVDA)
      		0.58%0.81%
      Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
      		0.46%0.49%
      Boston ScientificBoston Scientific (BSX.US)
      		0.35%0.41%
      American ExpressAmerican Express (AXP)
      		0.29%0.36%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		0.29%0.29%
      DanaherDanaher (DHR)
      		0.29%0.23%
      LindeLinde (LIN)
      		0.12%0.1%
      AIGAIG (AIG)
      		0.12%0.1%
      SolanaSolana (SOL)
      		0.02%0.02%

      Cash Exposure Over Time

      Cash Exposure % Over Time