OvidiuRugan avatar

OvidiuRugan
🇷🇴 Tech, Crypto, and Financial Services Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
May 1, 2024
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
October 6, 2023
Least Diversified
0 instruments
February 2, 2025
Average
31.6 instruments

Most Consistent Holdings

Top 5

avatarTSLA
99.87%
avatarLMND
99.87%
avatarUBER
99.87%
avatarADM
99.87%
avatarO
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
May 1, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
24.56%
Electronic Technology
17.46%
Transportation
13.87%
Consumer Durables
11.85%
Producer Manufacturing
8.07%

Top Countries

Top 5

🇺🇸United States
64.53%
🇩🇪Germany
13.93%
🇨🇦Canada
10.21%
🇮🇪Ireland
1.94%
🇦🇹Austria
1.82%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
11.69%0%99.87%2/1/2025
ScotiabankScotiabank (BNS)
7.73%0%99.87%2/1/2025
UberUber (UBER)
7.32%0%99.87%2/1/2025
TeslaTesla (TSLA)
6.79%0%99.87%2/1/2025
ADMADM (ADM)
6.18%0%99.87%2/1/2025
AppleApple (AAPL)
5.8%0%61.49%4/16/2024
Siemens EnergySiemens Energy (ENR.DE)
5.28%0%99.87%2/1/2025
CrocsCrocs (CROX)
5.05%0%69.59%12/16/2024
LufthansaLufthansa (LHA.DE)
4.9%0%88.45%11/7/2024
AMDAMD (AMD)
3.93%0%66.4%5/23/2024
Digital RealtyDigital Realty (DLR)
3.49%0%69.59%2/1/2025
Canadian SolarCanadian Solar (CSIQ)
2.48%0%33.47%2/1/2025
Spirit AeroSystemsSpirit AeroSystems (SPR)
2.01%0%87.38%10/30/2024
DoleDole (DOLE)
1.94%0%46.75%2/1/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
1.89%0%81.94%9/18/2024
AmsAms (AMS.ZU)
1.82%0%99.6%2/1/2025
PalantirPalantir (PLTR)
1.8%0%81.81%9/17/2024
Golden OceanGolden Ocean (GOGL.US)
1.65%0%55.25%2/28/2024
HusqvarnaHusqvarna (HUSQB.ST)
1.62%0%64.67%5/10/2024
DuolingoDuolingo (DUOL)
1.48%0%64.14%7/12/2024
AlstomAlstom (ALO.PA)
1.37%0%44.49%2/1/2025
SuRo CapitalSuRo Capital (SSSS)
1.27%0%95.88%1/2/2025
FastlyFastly (FSLY)
1.22%0%99.87%2/1/2025
SiemensSiemens (SIE.DE)
1.17%0%82.2%9/20/2024
BarkBark (BARK)
1.13%0%99.87%2/1/2025
HasbroHasbro (HAS)
1.12%0%30.28%8/20/2023
SonySony (SONY)
1.01%0%55.91%3/4/2024
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
0.71%0%40.9%12/14/2023
CourseraCoursera (COUR)
0.64%0%27.09%2/1/2025
PfizerPfizer (PFE)
0.53%0%18.33%9/26/2024
CatalentCatalent (CTLT)
0.52%0%53.12%2/12/2024
MerckMerck (MRK.DE)
0.5%0%28.29%7/16/2024
Royalty PharmaRoyalty Pharma (RPRX)
0.49%0%38.91%12/20/2024
LennarLennar (LEN)
0.43%0%16.47%5/8/2023
BoxlightBoxlight (BOXL)
0.42%0%89.38%11/14/2024
CardanoCardano (ADA)
0.41%0%45.68%1/9/2025
LemonadeLemonade (LMND)
0.38%0%99.87%2/1/2025
Blink ChargingBlink Charging (BLNK)
0.25%0%99.73%2/1/2025
MitekMitek (MITK)
0.21%0%37.98%2/1/2025
BASFBASF (BAS.DE)
0.18%0%8.76%9/20/2024
BitcoinBitcoin (BTC)
0.15%0%34.66%10/15/2024
Bio-keyBio-key (BKYI)
0.11%0%26.69%7/23/2024
SuiSui (SUI)
0.1%0%3.19%2/1/2025
FluorFluor (FLR.US)
0.09%0%3.98%2/1/2025
3M3M (MMM)
0.07%0%11.02%12/27/2023
CXAppCXApp (CXAI)
0.04%0%90.44%2/1/2025
EthereumEthereum (ETH)
0.04%0%1.99%1/13/2025
CrowdstrikeCrowdstrike (CRWD)
0.04%0%6.24%2/12/2024
MissFreshMissFresh (MFLTY)
0.03%0%42.63%5/20/2024
EHangEHang (EH)
0.02%0%4.25%2/3/2023
XTI AerospaceXTI Aerospace (XTIA)
0.01%0%46.48%12/26/2024
SolanaSolana (SOL)
0.01%0%0.27%1/8/2025
Evofem BiosciencesEvofem Biosciences (EVFM)
0.01%0%27.09%7/28/2023
ProgynyProgyny (PGNY)
0%0%0.13%8/4/2023
BumbleBumble (BMBL)
0%0%0.13%8/9/2023
MetaMeta (META)
0%0%0.13%7/27/2023
TeladocTeladoc (TDOC)
0%0%0.27%7/26/2023
Drormant6423Drormant6423 (DMN)
0%0%0%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      TeslaTesla (TSLA)
      		8.27%14.13%
      Realty IncomeRealty Income (O)
      		16.15%12.21%
      Siemens EnergySiemens Energy (ENR.DE)
      		5.13%12.2%
      ScotiabankScotiabank (BNS)
      		11.59%9.97%
      UberUber (UBER)
      		5.16%8.73%
      ADMADM (ADM)
      		9.82%8.25%
      Digital RealtyDigital Realty (DLR)
      		4.79%6.56%
      Canadian SolarCanadian Solar (CSIQ)
      		10.39%6.19%
      DoleDole (DOLE)
      		3.99%4.51%
      AlstomAlstom (ALO.PA)
      		2.38%3.91%
      CardanoCardano (ADA)
      		3.98%3.56%
      CourseraCoursera (COUR)
      		2.4%2.63%
      SuRo CapitalSuRo Capital (SSSS)
      		5.24%2.19%
      BarkBark (BARK)
      		3.01%1.69%
      FastlyFastly (FSLY)
      		2.3%1.02%
      LemonadeLemonade (LMND)
      		0.94%0.81%
      AmsAms (AMS.ZU)
      		0.9%0.7%
      MitekMitek (MITK)
      		0.8%0.66%
      Blink ChargingBlink Charging (BLNK)
      		0.12%0.1%
      CXAppCXApp (CXAI)
      		0%0.05%
      Evofem BiosciencesEvofem Biosciences (EVFM)
      		2.64%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time