StefanULS avatar

StefanULS
🇷🇴 Multi-Strategy Tech and Software Investor.
1,377 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
11.8 instruments

Most Consistent Holdings

Top 5

avatarGOOG
93.54%
avatarAAPL
81.4%
avatarMSFT
71.67%
avatarBTC
62.01%
avatarNVDA
60.89%

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
28.37%
Electronic Technology
23.91%
Energy Minerals
11.54%
Retail Trade
4.32%
Finance
3.89%

Top Countries

Top 5

🇺🇸United States
77.24%
🇬🇧United Kingdom
0.73%
🇫🇷France
0.34%
🇮🇱Israel
0.29%
🇨🇭Switzerland
0.22%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
11.03%9.85%93.54%-
NVIDIANVIDIA (NVDA)
10.68%18.68%60.89%-
AppleApple (AAPL)
9.6%9.48%81.4%-
MicrosoftMicrosoft (MSFT)
8.18%8.6%71.67%-
ConocoPhillipsConocoPhillips (COP)
5.44%0%9.1%11/4/2022
MetaMeta (META)
3.57%8.55%55.79%-
AmazonAmazon (AMZN)
3.26%6.02%44.85%-
ExxonMobilExxonMobil (XOM)
3.14%0%30.17%3/10/2025
ChevronChevron (CVX)
2.54%0%40.94%3/10/2025
TeslaTesla (TSLA)
2.13%2.67%37.27%-
AdobeAdobe (ADBE)
1.93%0%34%3/10/2025
NetflixNetflix (NFLX)
1.48%4.85%35.59%-
BitcoinBitcoin (BTC)
1.46%0.51%62.01%-
DellDell (DELL)
1.34%1.72%35.99%-
VisaVisa (V)
0.94%0%9.02%5/19/2023
DeltaDelta (DAL)
0.94%1.41%30.25%-
MastercardMastercard (MA)
0.9%0%9.02%5/19/2023
AlphabetAlphabet (GOOGL)
0.88%0%0.96%5/17/2022
IntelIntel (INTC)
0.73%2.7%30.01%-
CitiCiti (C)
0.72%0%5.75%4/28/2022
BoeingBoeing (BA)
0.57%1.82%23.7%-
Coca-ColaCoca-Cola (KO)
0.54%0%22.03%2/25/2025
CVS HealthCVS Health (CVS)
0.54%0%18.2%2/28/2025
NikeNike (NKE)
0.5%1.43%29.13%-
CheggChegg (CHGG)
0.47%0%6.23%6/18/2024
CrowdstrikeCrowdstrike (CRWD)
0.44%1.96%25.78%-
Realty IncomeRealty Income (O)
0.43%0%11.01%3/10/2025
OracleOracle (ORCL)
0.42%4.22%15.24%-
ShellShell (SHEL)
0.42%0%3.91%4/28/2022
BroadcomBroadcom (AVGO)
0.36%0%11.89%11/20/2024
TargetTarget (TGT)
0.35%0%7.26%11/17/2023
BNP ParibasBNP Paribas (BNP.PA)
0.34%0%4.55%5/10/2022
BATBAT (BATS.L)
0.31%0%3.19%9/27/2023
StarbucksStarbucks (SBUX)
0.3%0%18.68%2/25/2025
SolarEdgeSolarEdge (SEDG)
0.29%0%5.99%10/26/2023
Goldman SachsGoldman Sachs (GS)
0.29%0%12.37%4/8/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.28%0%15.72%2/25/2025
First SolarFirst Solar (FSLR)
0.24%0%12.45%5/15/2025
LonzaLonza (LONN.ZU)
0.22%0%7.1%5/23/2024
3M3M (MMM)
0.2%0%10.06%2/25/2025
JPMorganJPMorgan (JPM)
0.18%0%1.44%10/16/2022
PepsiCoPepsiCo (PEP)
0.17%0%17.24%3/18/2025
GerresheimerGerresheimer (GXI.DE)
0.16%0%7.1%5/23/2024
QualcommQualcomm (QCOM)
0.15%0%6.54%2/26/2025
UnityUnity (U)
0.13%0%5.27%10/19/2023
SalesforceSalesforce (CRM)
0.13%0%4.63%4/9/2024
American AirlinesAmerican Airlines (AAL)
0.12%0%0.8%6/13/2022
United AirlinesUnited Airlines (UAL)
0.11%0%0.8%6/13/2022
DisneyDisney (DIS)
0.11%0%1.52%8/10/2023
Home DepotHome Depot (HD)
0.1%0%17.16%2/28/2025
Bank of AmericaBank of America (BAC)
0.1%0%11.01%12/31/2024
EnphaseEnphase (ENPH)
0.1%0%4.23%10/16/2023
SolanaSolana (SOL)
0.09%0.34%17.08%-
EAEA (EA)
0.08%0%4.55%10/10/2023
Lockheed MartinLockheed Martin (LMT)
0.06%4.63%1.36%-
WalmartWalmart (WMT)
0.06%0%3.19%9/26/2023
PfizerPfizer (PFE)
0.05%0%2.39%7/24/2024
MicronMicron (MU)
0.05%0%9.74%11/20/2024
PalantirPalantir (PLTR)
0.04%0%0.4%1/5/2022
SnapchatSnapchat (SNAP)
0.03%0%2.15%10/16/2023
Eli LillyEli Lilly (LLY)
0.03%0%1.68%6/10/2025
EUR/USDEUR/USD (EURUSD)
0.02%0%0.08%5/4/2023
AlibabaAlibaba (BABA)
0.01%0%0.32%11/14/2023
PelotonPeloton (PTON)
0.01%0%0.4%1/9/2024
BarrickBarrick (B)
0.01%0%0.32%1/4/2022
SupermicroSupermicro (SMCI)
0.01%0%1.28%8/28/2024
CiscoCisco (CSCO)
0.01%0%3.35%9/9/2024
FordFord (F)
0.01%0%2.95%9/4/2024
Match GroupMatch Group (MTCH)
0.01%0%0.72%8/2/2024
Circle Internet Group IncCircle Internet Group Inc (CRCL)
0.01%0.68%1.12%-
HPHP (HPQ)
0.01%0%0.32%3/1/2024
TSMCTSMC (TSM)
0.01%0%0.24%4/11/2025
RheinmetallRheinmetall (RHM.DE)
0.01%0%0.16%5/8/2025
EthereumEthereum (ETH)
0%0%0.56%7/17/2024
AMDAMD (AMD)
0%0%0.08%5/8/2025
nVentnVent (NVT)
0%0%0.16%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