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SimonMcKay
🇩🇰 Investor.

Cash Allocation

Range

Highest Cash
May 30, 2024
Lowest Cash
May 31, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
2 instruments
March 30, 2023
Least Diversified
1 instruments
January 1, 2022
Average
1.4 instruments

Most Consistent Holdings

Top 5

avatar03690.HK
38.18%
avatarNVTKL.L
22.36%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 31, 2024
Lowest Exposure
May 30, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Energy Minerals
0.46%
Transportation
0.01%

Top Countries

Top 5

🇷🇺Russia
0.46%
🇨🇳China
0.01%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
JeppeKirkBondeJeppeKirkBonde
68.93%0%77.64%6/5/2024
NOVATEK OAONOVATEK OAO (NVTKL.L)
0.46%1.69%22.36%-
MeituanMeituan (03690.HK)
0.01%0%38.18%5/29/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NOVATEK OAONOVATEK OAO (NVTKL.L)
      		82.93%1.69%

      Cash Exposure Over Time

      Cash Exposure % Over Time