Schuwavy avatar

Schuwavy
🇬🇧 Med Tech, Tech, 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
July 6, 2024
Lowest Cash
December 15, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
12 instruments
March 26, 2024
Least Diversified
9 instruments
May 26, 2023
Average
10 instruments

Most Consistent Holdings

Top 5

avatarBX
100%
avatarVRTX
100%
avatarAXSM
100%
avatarNVDA
84.64%
avatarNVAX
76.03%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 15, 2023
Lowest Exposure
July 6, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
37.37%
Electronic Technology
31.16%
Health Technology
23.24%
ETFs
4.79%
Technology Services
3.22%

Top Countries

Top 5

🇺🇸United States
92.17%
🇬🇧United Kingdom
3.46%
🇮🇱Israel
0.06%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BlackStoneBlackStone (BX)
36.72%14.18%100%-
NVIDIANVIDIA (NVDA)
11.38%13.83%84.64%-
AppleApple (AAPL)
11.07%0%59.04%7/5/2024
VertexVertex (VRTX)
10.21%7.04%100%-
AxsomeAxsome (AXSM)
7.88%9.39%100%-
Analog DevicesAnalog Devices (ADI)
6.46%0%53.59%5/15/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
4.79%10.06%54.58%-
Verona PharmaVerona Pharma (VRNA)
2.83%8.63%40.52%-
MicrosoftMicrosoft (MSFT)
2.68%6.43%56.75%-
MicronMicron (MU)
2.03%0%45.1%2/26/2024
ModernaModerna (MRNA)
1.52%0%47.6%3/21/2024
AdaptHealthAdaptHealth (AHCO)
0.65%0%36.82%4/21/2025
easyJeteasyJet (EZJ.L)
0.63%3.22%28.43%-
IovanceIovance (IOVA)
0.35%0%13.62%7/3/2024
AdobeAdobe (ADBE)
0.32%0%19.39%1/3/2025
OcugenOcugen (OCGN)
0.31%0%20.15%9/24/2024
SMARTSMART (PENG)
0.22%0%22.88%7/7/2025
BitcoinBitcoin (BTC)
0.17%0%15.36%5/25/2023
NovavaxNovavax (NVAX)
0.14%0%76.03%12/9/2024
ForgeForge (FRGE)
0.08%0%7.19%5/31/2024
TrimbleTrimble (TRMB)
0.08%1.93%3.92%-
DisneyDisney (DIS)
0.08%1.75%3.92%-
FiverrFiverr (FVRR)
0.06%0%15.36%5/25/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
BlackStoneBlackStone (BX)
15.39%39.38%
NVIDIANVIDIA (NVDA)
12.63%20.23%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
24.27%10.61%
AxsomeAxsome (AXSM)
5.13%6.5%
Verona PharmaVerona Pharma (VRNA)
7.89%6.46%
VertexVertex (VRTX)
6.32%6.42%
MicrosoftMicrosoft (MSFT)
12.83%5.18%
easyJeteasyJet (EZJ.L)
4.93%2.11%
AdaptHealthAdaptHealth (AHCO)
3.95%1.45%
AdobeAdobe (ADBE)
4.93%1.07%
SMARTSMART (PENG)
2.47%0.94%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments