ShaneC11 avatar

ShaneC11
🇬🇧 Multi-Strategy Financial Services Investor.
7 copiers.

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
January 17, 2025
Lowest Cash
October 14, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
17 instruments
January 30, 2025
Least Diversified
0 instruments
February 2, 2025
Average
14.9 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.84%
avatarGOOG
99.84%
avatarAMZN
99.84%
avatarDIS
99.84%
avatarTSLA
99.84%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 14, 2023
Lowest Exposure
January 17, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
33.1%
Electronic Technology
17.69%
Consumer Durables
15.54%
Consumer Services
9.58%
Technology Services
7.56%

Top Countries

Top 5

🇺🇸United States
78.16%
🇩🇪Germany
10.47%
🇮🇱Israel
6.73%
🇨🇦Canada
0.64%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
17.06%9.29%99.84%-
BlackRockBlackRock (BLK)
10.08%6.66%99.84%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
9.78%8.72%99.84%-
TeslaTesla (TSLA)
8.08%5.06%99.84%-
AlphabetAlphabet (GOOG)
7.56%6.04%99.84%-
VolkswagenVolkswagen (VOW3.DE)
7.45%3.09%99.84%-
Philip MorrisPhilip Morris (PM)
7.21%9.13%99.84%-
Plus500Plus500 (PLUS.L)
6.73%6.1%99.84%-
AmazonAmazon (AMZN)
5.33%4.96%99.84%-
DisneyDisney (DIS)
3.97%2.13%99.84%-
Hannover ReHannover Re (HNR1.DE)
3.02%5.11%99.84%-
VisaVisa (V)
2.85%0%85.86%1/24/2025
CarnivalCarnival (CCL)
2.81%2.92%99.84%-
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
2.8%2.03%99.84%-
BrookfieldBrookfield (BN.US)
0.64%5.34%13.59%-
NVIDIANVIDIA (NVDA)
0.63%4.7%19.59%-
BitcoinBitcoin (BTC)
0.37%2.96%13.59%-
iShares US Treasury Bond ETFiShares US Treasury Bond ETF (GOVT)
0.14%0.13%55.21%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AppleApple (AAPL)
13.13%18.74%
BlackRockBlackRock (BLK)
11.8%10.69%
TeslaTesla (TSLA)
7.76%10.65%
Berkshire HathawayBerkshire Hathaway (BRK.B)
6.45%9.19%
AlphabetAlphabet (GOOG)
6.47%8.2%
Plus500Plus500 (PLUS.L)
5.59%7.37%
Philip MorrisPhilip Morris (PM)
5.9%6.09%
AmazonAmazon (AMZN)
6.47%6.05%
VolkswagenVolkswagen (VOW3.DE)
13.97%5.24%
CarnivalCarnival (CCL)
4.14%3.58%
DisneyDisney (DIS)
6.42%3.37%
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
4.14%3.2%
VisaVisa (V)
2.59%3.19%
Hannover ReHannover Re (HNR1.DE)
2.89%2.89%
NVIDIANVIDIA (NVDA)
1.91%1.26%
iShares US Treasury Bond ETFiShares US Treasury Bond ETF (GOVT)
0.31%0.22%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments