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SimonETF
🇨🇿 Investor.

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 20, 2024
Lowest Cash
October 29, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
11 instruments
January 29, 2025
Least Diversified
0 instruments
January 20, 2024
Average
7.9 instruments

Most Consistent Holdings

Top 5

avatarSWDA.L
99.42%
avatarCNDX.L
99.42%
avatarIAPD.L
99.28%
avatarCSP1.L
99.28%
avatarXCX5.L
99.13%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 29, 2024
Lowest Exposure
January 20, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
76.44%
Finance
10%
Cryptocurrencies
7%

Top Countries

Top 5

🇺🇸United States
10%

Holdings over time

(Since January 20, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
18.05%30.22%99.42%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
10.75%9.14%99.42%-
iShares Asia Pacific Dividend UCITS ETFiShares Asia Pacific Dividend UCITS ETF (IAPD.L)
10.51%14.83%99.28%-
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
10.04%13.03%99.28%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
10%21.23%59.48%-
Xtrackers MSCI India Swap UCITS ETFXtrackers MSCI India Swap UCITS ETF (XCX5.L)
8.27%8.22%99.13%-
BitcoinBitcoin (BTC)
7%0%56.3%5/21/2025
iShares Automation & Robotics UCITS ETFiShares Automation & Robotics UCITS ETF (2B76.DE)
6.31%0%53.4%1/29/2025
iShares Edge MSCI World Momentum Factor UCITS ETFiShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE)
4.31%0%53.4%1/29/2025
Direxion Daily Small Cap Bull 3X SharesDirexion Daily Small Cap Bull 3X Shares (TNA)
3.95%0%40.09%10/28/2024
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
2.52%0%13.46%1/29/2025
Direxion Daily 20 Year Plus Treasury Bull 3x SharesDirexion Daily 20 Year Plus Treasury Bull 3x Shares (TMF)
1.19%0%9.41%4/3/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.54%0%4.2%5/2/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Automation & Robotics UCITS ETFiShares Automation & Robotics UCITS ETF (2B76.DE)
19.63%20.45%
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
19.64%20.18%
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
19.64%20.07%
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
18.64%19.12%
Berkshire HathawayBerkshire Hathaway (BRK.B)
18.7%18.16%
iShares Edge MSCI World Momentum Factor UCITS ETFiShares Edge MSCI World Momentum Factor UCITS ETF (IS3R.DE)
0.94%1.18%
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
0.94%1.14%
Xtrackers MSCI India Swap UCITS ETFXtrackers MSCI India Swap UCITS ETF (XCX5.L)
0.94%1.01%
iShares Asia Pacific Dividend UCITS ETFiShares Asia Pacific Dividend UCITS ETF (IAPD.L)
0.94%0.95%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments