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Pumbainvestments
🇬🇧 Tech and ETF Investor.
1 copier.

Cash Allocation

Range

Highest Cash
April 13, 2024
Lowest Cash
December 31, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
49 instruments
September 23, 2024
Least Diversified
0 instruments
February 2, 2025
Average
47.7 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.87%
avatarBA
99.87%
avatarDIS
99.87%
avatarKO
99.87%
avatarTM
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
December 31, 2024
Lowest Exposure
April 13, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
32.25%
Consumer Durables
14.72%
Consumer Non Durables
10.03%
Producer Manufacturing
6.19%
Finance
5.75%

Top Countries

Top 5

🇺🇸United States
50.58%
🇬🇧United Kingdom
14.33%
🇸🇪Sweden
7.98%
🇫🇷France
4.18%
🇪🇸Spain
4.01%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TeslaTesla (TSLA)
10.42%0%99.87%2/1/2025
SaabSaab (SAABB.ST)
7.98%0%99.87%2/1/2025
AMDAMD (AMD)
5.54%0%99.87%2/1/2025
BoeingBoeing (BA)
5.3%0%99.87%2/1/2025
AppleApple (AAPL)
5.08%0%99.87%2/1/2025
Schneider ElectricSchneider Electric (SU.PA)
4.18%0%99.87%2/1/2025
Coca-ColaCoca-Cola (KO)
3.47%0%99.87%2/1/2025
Banco SabadellBanco Sabadell (SAB.MC)
3.26%0%99.87%2/1/2025
NVIDIANVIDIA (NVDA)
2.88%0%99.87%2/1/2025
TransoceanTransocean (RIG)
2.63%0%99.87%2/1/2025
Core-ModerateCore-Moderate
2.59%0%17.4%2/1/2025
BritvicBritvic (BVIC.L)
2.44%0%96.95%1/10/2025
PG&EPG&E (PCG)
2.42%0%99.87%2/1/2025
Keurig Dr PepperKeurig Dr Pepper (KDP)
2.4%0%99.87%2/1/2025
Western DigitalWestern Digital (WDC)
2.33%0%99.87%2/1/2025
TescoTesco (TSCO.L)
2.26%0%98.27%2/1/2025
SamsungSamsung (SMSN.L)
2.24%0%99.87%2/1/2025
National GridNational Grid (NG.L)
2.23%0%99.87%2/1/2025
NintendoNintendo (NTDOY)
2.13%0%99.87%2/1/2025
AMGAMG (AMG)
2.12%0%99.87%2/1/2025
Johnson MattheyJohnson Matthey (JMAT.L)
1.74%0%99.87%2/1/2025
DisneyDisney (DIS)
1.7%0%99.87%2/1/2025
IAGIAG (IAG.L)
1.62%0%99.87%2/1/2025
ReckittReckitt (RKT.L)
1.56%0%99.87%2/1/2025
IDSIDS (IDS.L)
1.44%0%99.87%2/1/2025
FordFord (F)
1.3%0%99.87%2/1/2025
Siemens EnergySiemens Energy (ENR.DE)
1.19%0%76.89%2/1/2025
PayPalPayPal (PYPL)
1.07%0%99.87%2/1/2025
BaiduBaidu (BIDU)
0.87%0%99.87%2/1/2025
ToyotaToyota (TM)
0.86%0%99.87%2/1/2025
Virgin GalacticVirgin Galactic (SPCE)
0.84%0%98.27%2/1/2025
CaterpillarCaterpillar (CAT)
0.81%0%50.73%1/25/2024
WalmartWalmart (WMT)
0.79%0%38.51%2/1/2025
XRPXRP (XRP)
0.79%0%99.87%2/1/2025
OHLOHL (OHLA.MC)
0.75%0%99.87%2/1/2025
SpotifySpotify (SPOT)
0.72%0%59.76%4/3/2024
MicrosoftMicrosoft (MSFT)
0.63%0%38.51%2/1/2025
OcadoOcado (OCDO.L)
0.59%0%99.87%2/1/2025
Block Inc.Block Inc. (XYZ)
0.55%0%99.87%2/1/2025
Ethereum ClassicEthereum Classic (ETC)
0.49%0%99.87%2/1/2025
PetrofacPetrofac (PFC.L)
0.46%0%99.87%2/1/2025
Puma BiotechnologyPuma Biotechnology (PBYI)
0.39%0%99.87%2/1/2025
HertzHertz (HTZWW)
0.3%0%99.87%2/1/2025
StellarStellar (XLM)
0.28%0%99.87%2/1/2025
LitecoinLitecoin (LTC)
0.27%0%99.87%2/1/2025
Aurora CannabisAurora Cannabis (ACB)
0.21%0%99.87%2/1/2025
Beyond MeatBeyond Meat (BYND)
0.17%0%99.87%2/1/2025
HertzHertz (HTZ)
0.07%0%99.87%2/1/2025
RheinmetallRheinmetall (RHM.DE)
0.06%0%2.39%2/1/2025
DashDash (DASH)
0.03%0%99.87%2/1/2025
FlareFlare (FLR)
0.01%0%74.5%2/1/2025
SongbirdSongbird (SGB)
0%0%0.27%1/6/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Core-ModerateCore-Moderate
      		13.99%14.43%
      TeslaTesla (TSLA)
      		4.44%13.56%
      SaabSaab (SAABB.ST)
      		2.78%7.16%
      AppleApple (AAPL)
      		1.39%4.87%
      Schneider ElectricSchneider Electric (SU.PA)
      		1.39%3.78%
      BoeingBoeing (BA)
      		2.78%3.42%
      Coca-ColaCoca-Cola (KO)
      		3.19%3.29%
      Banco SabadellBanco Sabadell (SAB.MC)
      		2.78%3.12%
      NVIDIANVIDIA (NVDA)
      		0.56%3.12%
      SamsungSamsung (SMSN.L)
      		3.26%2.97%
      Siemens EnergySiemens Energy (ENR.DE)
      		0.83%2.63%
      BritvicBritvic (BVIC.L)
      		1.39%2.45%
      AMDAMD (AMD)
      		1.11%2.11%
      TescoTesco (TSCO.L)
      		1.39%2.1%
      WalmartWalmart (WMT)
      		1.39%2.08%
      IAGIAG (IAG.L)
      		1.39%2.03%
      PG&EPG&E (PCG)
      		5.57%2.02%
      XRPXRP (XRP)
      		2.78%1.99%
      Western DigitalWestern Digital (WDC)
      		1.39%1.9%
      NintendoNintendo (NTDOY)
      		1.39%1.87%
      AMGAMG (AMG)
      		1.39%1.82%
      Keurig Dr PepperKeurig Dr Pepper (KDP)
      		1.39%1.67%
      National GridNational Grid (NG.L)
      		1.39%1.49%
      FordFord (F)
      		2.08%1.45%
      DisneyDisney (DIS)
      		1.39%1.4%
      MicrosoftMicrosoft (MSFT)
      		1.39%1.38%
      IDSIDS (IDS.L)
      		1.39%1.36%
      TransoceanTransocean (RIG)
      		2.78%1.18%
      ReckittReckitt (RKT.L)
      		1.39%1.01%
      Johnson MattheyJohnson Matthey (JMAT.L)
      		1.39%0.97%
      PayPalPayPal (PYPL)
      		1.39%0.96%
      Beyond MeatBeyond Meat (BYND)
      		2.08%0.7%
      ToyotaToyota (TM)
      		0.69%0.68%
      OHLOHL (OHLA.MC)
      		2.89%0.63%
      StellarStellar (XLM)
      		0.69%0.56%
      Block Inc.Block Inc. (XYZ)
      		1.11%0.49%
      BaiduBaidu (BIDU)
      		1.39%0.45%
      Ethereum ClassicEthereum Classic (ETC)
      		0.69%0.41%
      LitecoinLitecoin (LTC)
      		0.69%0.26%
      OcadoOcado (OCDO.L)
      		1.39%0.25%
      Puma BiotechnologyPuma Biotechnology (PBYI)
      		8.92%0.24%
      Aurora CannabisAurora Cannabis (ACB)
      		2.78%0.11%
      Virgin GalacticVirgin Galactic (SPCE)
      		1.53%0.09%
      HertzHertz (HTZWW)
      		0.38%0.07%
      PetrofacPetrofac (PFC.L)
      		1.39%0.06%
      DashDash (DASH)
      		0.73%0.02%
      HertzHertz (HTZ)
      		0.12%0.02%
      FlareFlare (FLR)
      		0.01%0.01%
      SongbirdSongbird (SGB)
      		0%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time