SimonAPedersen avatar

SimonAPedersen
🇩🇰 Diversified ETF Software, ETF, and Other Investor.
400 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
July 2, 2023
Lowest Cash
January 11, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
8.5 instruments

Most Consistent Holdings

Top 5

avatarMSFT
99.92%
avatarKO
89.63%
avatarSCHD
89.63%
avatarVTI
89.63%
avatarAAPL
60.06%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 11, 2022
Lowest Exposure
July 2, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
43.51%
ETFs
30.89%
Consumer Non Durables
6.66%
Finance
5.52%
Retail Trade
3.56%

Top Countries

Top 5

🇺🇸United States
63.92%
🇮🇪Ireland
2.73%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
40.78%44.89%99.92%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
13%16.75%89.63%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
11.95%16.83%89.63%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
5.94%0%29.57%2/16/2023
Coca-ColaCoca-Cola (KO)
5.84%3.76%89.63%-
AmazonAmazon (AMZN)
3.56%5.95%60.06%-
Waste ManagementWaste Management (WM)
3.16%4.49%60.06%-
AppleApple (AAPL)
3.05%4.57%60.06%-
Realty IncomeRealty Income (O)
2.78%0%29.57%2/16/2023
AccentureAccenture (ACN)
2.73%2.69%60.06%-
Wells FargoWells Fargo (WFC)
1.49%0%29.57%2/16/2023
Main Street CapitalMain Street Capital (MAIN)
1.25%0%29.57%2/16/2023
PepsiCoPepsiCo (PEP)
0.82%0%29.57%2/16/2023
AESAES (AES)
0.59%0%29.57%2/16/2023
McDonald'sMcDonald's (MCD)
0.39%0%29.57%2/16/2023
DeltaDelta (DAL)
0.2%0%29.57%2/16/2023
HasbroHasbro (HAS)
0%0%0.3%1/4/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MicrosoftMicrosoft (MSFT)
32.7%46.92%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
14.24%12.02%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
12.92%9.34%
AmazonAmazon (AMZN)
6.5%6.98%
AppleApple (AAPL)
7.11%6.02%
Waste ManagementWaste Management (WM)
6.5%5.08%
AccentureAccenture (ACN)
6.5%4.72%
Coca-ColaCoca-Cola (KO)
6.5%4.31%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments