StefanULS avatar

StefanULS
🇷🇴 Multi-Strategy Tech and Software Investor.
1,505 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 6, 2022
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
30 instruments
December 13, 2024
Least Diversified
0 instruments
January 6, 2022
Average
12.6 instruments

Most Consistent Holdings

Top 5

avatarGOOG
93.91%
avatarAAPL
76.29%
avatarMSFT
74.59%
avatarBTC
65.11%
avatarNVDA
65.04%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 1, 2022
Lowest Exposure
January 6, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
29.38%
Electronic Technology
23.65%
Energy Minerals
10.23%
Retail Trade
4.86%
Finance
3.48%

Top Countries

Top 5

🇺🇸United States
77.14%
🇬🇧United Kingdom
0.65%
🇫🇷France
0.3%
🇮🇱Israel
0.26%
🇨🇭Switzerland
0.19%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
11.15%8.64%65.04%-
AlphabetAlphabet (GOOG)
10.85%11.25%93.91%-
AppleApple (AAPL)
8.88%0%76.29%9/3/2025
MicrosoftMicrosoft (MSFT)
8.11%8.52%74.59%-
ConocoPhillipsConocoPhillips (COP)
4.82%0%8.07%11/4/2022
MetaMeta (META)
4.17%11.67%60.51%-
AmazonAmazon (AMZN)
3.61%8.02%50.74%-
ExxonMobilExxonMobil (XOM)
2.79%0%26.75%3/10/2025
ChevronChevron (CVX)
2.25%0%36.31%3/10/2025
TeslaTesla (TSLA)
2.21%3.51%43.95%-
NetflixNetflix (NFLX)
1.83%5.08%42.53%-
AdobeAdobe (ADBE)
1.8%3.9%35.53%-
BitcoinBitcoin (BTC)
1.35%0.82%65.11%-
DellDell (DELL)
1.25%0%35.53%8/27/2025
DeltaDelta (DAL)
0.87%0%29.87%8/19/2025
IntelIntel (INTC)
0.87%0%35.46%11/11/2025
VisaVisa (V)
0.83%0%8%5/19/2023
MastercardMastercard (MA)
0.8%0%8%5/19/2023
AlphabetAlphabet (GOOGL)
0.78%0%0.85%5/17/2022
OracleOracle (ORCL)
0.78%4.12%24.49%-
CitiCiti (C)
0.64%0%5.1%4/28/2022
BoeingBoeing (BA)
0.58%0%25.05%9/2/2025
CrowdstrikeCrowdstrike (CRWD)
0.54%0%32.06%11/18/2025
NikeNike (NKE)
0.49%0%28.87%8/19/2025
Coca-ColaCoca-Cola (KO)
0.48%0%19.53%2/25/2025
CVS HealthCVS Health (CVS)
0.48%0%16.14%2/28/2025
TargetTarget (TGT)
0.42%1.89%14.08%-
CheggChegg (CHGG)
0.41%0%5.52%6/18/2024
Realty IncomeRealty Income (O)
0.39%4.93%9.98%-
ShellShell (SHEL)
0.37%0%3.47%4/28/2022
BroadcomBroadcom (AVGO)
0.32%0%10.54%11/20/2024
BNP ParibasBNP Paribas (BNP.PA)
0.3%0%4.03%5/10/2022
BATBAT (BATS.L)
0.28%0%2.83%9/27/2023
Goldman SachsGoldman Sachs (GS)
0.27%0.98%12.6%-
StarbucksStarbucks (SBUX)
0.27%0%16.56%2/25/2025
SolarEdgeSolarEdge (SEDG)
0.26%0%5.31%10/26/2023
WalmartWalmart (WMT)
0.25%6.86%10.05%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.25%0%13.94%2/25/2025
First SolarFirst Solar (FSLR)
0.21%0%11.04%5/15/2025
PepsiCoPepsiCo (PEP)
0.2%0%19.75%11/18/2025
LonzaLonza (LONN.ZU)
0.19%0%6.3%5/23/2024
3M3M (MMM)
0.18%0%8.92%2/25/2025
JPMorganJPMorgan (JPM)
0.16%1%2.62%-
GerresheimerGerresheimer (GXI.DE)
0.15%0%6.3%5/23/2024
UnitedHealthUnitedHealth (UNH)
0.14%4.53%6.51%-
QualcommQualcomm (QCOM)
0.14%0%5.8%2/26/2025
UPSUPS (UPS)
0.13%1.9%7.78%-
UnityUnity (U)
0.12%0%4.67%10/19/2023
SalesforceSalesforce (CRM)
0.11%0%4.1%4/9/2024
American AirlinesAmerican Airlines (AAL)
0.11%0%0.71%6/13/2022
Procter & GambleProcter & Gamble (PG)
0.11%3.2%6.3%-
Lockheed MartinLockheed Martin (LMT)
0.11%0%2.26%7/22/2025
United AirlinesUnited Airlines (UAL)
0.1%0%0.71%6/13/2022
DisneyDisney (DIS)
0.1%0%1.34%8/10/2023
Home DepotHome Depot (HD)
0.09%0%15.22%2/28/2025
SolanaSolana (SOL)
0.09%0%18.26%8/20/2025
Bank of AmericaBank of America (BAC)
0.09%0%9.77%12/31/2024
EnphaseEnphase (ENPH)
0.08%0%3.75%10/16/2023
LululemonLululemon (LULU)
0.07%1.61%5.87%-
EAEA (EA)
0.07%0%4.03%10/10/2023
DuolingoDuolingo (DUOL)
0.06%0%6.16%11/11/2025
PalantirPalantir (PLTR)
0.06%0%5.38%11/7/2025
MerckMerck (MRK)
0.05%0%4.46%11/18/2025
PfizerPfizer (PFE)
0.05%0%2.12%7/24/2024
MicronMicron (MU)
0.04%0%8.63%11/20/2024
Eli LillyEli Lilly (LLY)
0.03%0%2.34%8/19/2025
SnapchatSnapchat (SNAP)
0.03%0%1.91%10/16/2023
Circle Internet Group IncCircle Internet Group Inc (CRCL)
0.03%0%4.1%8/20/2025
PayPalPayPal (PYPL)
0.02%1.05%1.7%-
CloudflareCloudflare (NET)
0.02%1.05%1.7%-
EUR/USDEUR/USD (EURUSD)
0.01%0%0.07%5/4/2023
Figma IncFigma Inc (FIG)
0.01%0%1.42%12/10/2025
AlibabaAlibaba (BABA)
0.01%0%0.28%11/14/2023
PelotonPeloton (PTON)
0.01%0%0.35%1/9/2024
BarrickBarrick (B)
0.01%0%0.28%1/4/2022
SupermicroSupermicro (SMCI)
0.01%0%1.13%8/28/2024
CiscoCisco (CSCO)
0.01%0%2.97%9/9/2024
FordFord (F)
0.01%0%2.62%9/4/2024
Match GroupMatch Group (MTCH)
0.01%0%0.64%8/2/2024
HPHP (HPQ)
0.01%0%0.28%3/1/2024
TSMCTSMC (TSM)
0.01%0%0.21%4/11/2025
RheinmetallRheinmetall (RHM.DE)
0%0%0.14%5/8/2025
EthereumEthereum (ETH)
0%0%0.5%7/17/2024
AMDAMD (AMD)
0%0%0.07%5/8/2025
CostcoCostco (COST)
0%0.75%0.21%-
nVentnVent (NVT)
0%0%0.14%11/20/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NVIDIANVIDIA (NVDA)
5.64%8.52%
AmazonAmazon (AMZN)
6.91%7.41%
MicrosoftMicrosoft (MSFT)
7.28%7.31%
MetaMeta (META)
4.49%5.08%
TeslaTesla (TSLA)
3.32%4.77%
Realty IncomeRealty Income (O)
5.15%4.45%
DeltaDelta (DAL)
3.22%3.7%
AppleApple (AAPL)
3.61%3.67%
AlphabetAlphabet (GOOG)
2.51%3.05%
CVS HealthCVS Health (CVS)
3.95%2.82%
ChevronChevron (CVX)
3.26%2.77%
BoeingBoeing (BA)
2.23%2.34%
CrowdstrikeCrowdstrike (CRWD)
2.14%2.3%
QualcommQualcomm (QCOM)
2.55%2.28%
NikeNike (NKE)
2.41%2.23%
Johnson & JohnsonJohnson & Johnson (JNJ)
2.53%2.15%
3M3M (MMM)
2.37%2.11%
ExxonMobilExxonMobil (XOM)
2.29%1.94%
NetflixNetflix (NFLX)
1.58%1.92%
IntelIntel (INTC)
3.16%1.83%
DellDell (DELL)
1.71%1.69%
Coca-ColaCoca-Cola (KO)
1.63%1.48%
StarbucksStarbucks (SBUX)
1.29%1.35%
BitcoinBitcoin (BTC)
0.64%0.82%
Home DepotHome Depot (HD)
0.88%0.81%
PepsiCoPepsiCo (PEP)
0.96%0.8%
AdobeAdobe (ADBE)
0.8%0.69%
SolanaSolana (SOL)
0.86%0.64%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments