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Stefancelko
🇸🇰 Med Tech Investor.
1 copier.

Cash Allocation

Range

Highest Cash
December 4, 2023
Lowest Cash
December 29, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
29 instruments
November 5, 2024
Least Diversified
0 instruments
February 2, 2025
Average
15.3 instruments

Most Consistent Holdings

Top 5

avatarOGZDL.L
99.87%
avatarSBER.MOEX
99.87%
avatarREGN
93.63%
avatarINTC
75.96%
avatarPFE
52.46%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 29, 2023
Lowest Exposure
December 4, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Health Technology
14%
Electronic Technology
11.34%
Technology Services
6.42%
Retail Trade
4.58%
Producer Manufacturing
3.74%

Top Countries

Top 5

🇺🇸United States
42.28%
🇨🇳China
3.43%
🇹🇼Taiwan
2.59%
🇰🇷South Korea
1.96%
🇬🇧United Kingdom
1.73%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
RegeneronRegeneron (REGN)
7.96%0%93.63%12/16/2024
AlphabetAlphabet (GOOG)
2.95%0%48.47%2/1/2025
TSMCTSMC (TSM)
2.59%0%29.75%8/16/2023
MetaMeta (META)
2.42%0%34.79%9/26/2023
Applied MaterialsApplied Materials (AMAT)
2.26%0%33.6%2/1/2025
IntelIntel (INTC)
2.18%0%75.96%2/1/2025
NVIDIANVIDIA (NVDA)
2.07%0%29.75%8/16/2023
PayPalPayPal (PYPL)
2.02%0%48.61%2/1/2025
BungeBunge (BG)
2%0%36.25%10/31/2024
PfizerPfizer (PFE)
2%0%52.46%2/1/2025
SamsungSamsung (SMSN.L)
1.96%0%34.79%9/26/2023
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
1.73%0%52.19%2/1/2025
Rio TintoRio Tinto (RIO.L)
1.73%0%27.76%8/1/2023
AmazonAmazon (AMZN)
1.57%0%34.79%9/26/2023
AdidasAdidas (ADS.DE)
1.55%0%33.86%9/19/2023
AlibabaAlibaba (BABA)
1.41%0%30.28%8/20/2023
IlluminaIllumina (ILMN)
1.28%0%39.84%2/1/2025
NioNio (NIO)
1.22%0%43.82%2/1/2025
MarketAxessMarketAxess (MKTX)
1.04%0%30.41%1/8/2025
CoinbaseCoinbase (COIN)
0.99%0%30.28%8/20/2023
McDonald'sMcDonald's (MCD)
0.95%0%26.96%2/1/2025
Sibanye StillwaterSibanye Stillwater (SBSW)
0.9%0%20.72%6/9/2023
Match GroupMatch Group (MTCH)
0.88%0%23.37%2/1/2025
KenvueKenvue (KVUE)
0.88%0%23.77%1/8/2025
Lockheed MartinLockheed Martin (LMT)
0.87%0%34.79%9/26/2023
AirbnbAirbnb (ABNB)
0.84%0%21.91%2/1/2025
SkyworksSkyworks (SWKS)
0.83%0%25.37%7/14/2023
LululemonLululemon (LULU)
0.81%0%19.79%2/1/2025
JD.comJD.com (JD.US)
0.8%0%18.73%2/1/2025
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
0.72%0%0.8%1/2/2024
Hyster-YaleHyster-Yale (HY)
0.55%0%18.73%2/1/2025
3M3M (MMM)
0.52%0%15.01%10/2/2023
STMicroelectronicsSTMicroelectronics (STM.US)
0.51%0%17.93%2/1/2025
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
0.51%0%21.91%2/1/2025
CarnivalCarnival (CCL)
0.49%0%21.91%2/1/2025
Lam ResearchLam Research (LRCX)
0.41%0%11.82%2/1/2025
Elevance HealthElevance Health (ELV)
0.39%0%12.22%2/1/2025
DisneyDisney (DIS)
0.38%0%10.09%8/24/2023
IncyteIncyte (INCY)
0.37%0%21.91%2/1/2025
MerckMerck (MRK)
0.33%0%9.43%2/1/2025
EricssonEricsson (ERIC)
0.27%0%8.1%9/26/2023
VandaVanda (VNDA)
0.26%0%18.73%1/8/2025
Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
0.23%0%99.87%2/1/2025
StealthGasStealthGas (GASS)
0.21%0%16.07%2/1/2025
TrimbleTrimble (TRMB)
0.17%0%20.19%9/26/2023
NeuropaceNeuropace (NPCE)
0.07%0%14.21%2/1/2025
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.06%0%2.12%12/27/2023
HudsonHudson (HDSN)
0.05%0%3.45%11/6/2024
AMDAMD (AMD)
0.04%0%1.33%2/1/2025
PolestarPolestar (PSNY)
0.04%0%11.82%2/1/2025
USD/SEKUSD/SEK (USDSEK)
0.03%0%1.33%7/27/2023
StellantisStellantis (STLA.US)
0.03%0%1.33%10/7/2024
Grail IncGrail Inc (GRAL)
0.01%0%13.68%10/7/2024
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.01%0%0.4%2/16/2023
GBP/USDGBP/USD (GBPUSD)
0.01%0%0.27%7/19/2023
EUR/USDEUR/USD (EURUSD)
0%0%0.13%1/6/2023
Sberbank MoscowSberbank Moscow (SBER.MOEX)
0%0%0%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AlphabetAlphabet (GOOG)
      		5.21%6.4%
      AirbnbAirbnb (ABNB)
      		5.56%5.74%
      LululemonLululemon (LULU)
      		4.27%5.41%
      PfizerPfizer (PFE)
      		5.21%5.38%
      Match GroupMatch Group (MTCH)
      		5.21%4.99%
      JD.comJD.com (JD.US)
      		5.56%4.57%
      KenvueKenvue (KVUE)
      		3.47%4.25%
      PayPalPayPal (PYPL)
      		3.47%4.24%
      McDonald'sMcDonald's (MCD)
      		3.47%4.1%
      Bristol-Myers SquibbBristol-Myers Squibb (BMY)
      		3.47%3.95%
      MerckMerck (MRK)
      		3.47%3.54%
      Lam ResearchLam Research (LRCX)
      		3.47%3.5%
      MarketAxessMarketAxess (MKTX)
      		3.47%3.47%
      IlluminaIllumina (ILMN)
      		3.47%3.4%
      IntelIntel (INTC)
      		3.68%3.29%
      Elevance HealthElevance Health (ELV)
      		3.47%3.2%
      STMicroelectronicsSTMicroelectronics (STM.US)
      		3.47%3.14%
      Hyster-YaleHyster-Yale (HY)
      		3.4%3.03%
      CarnivalCarnival (CCL)
      		1.74%2.88%
      Norwegian Cruise LineNorwegian Cruise Line (NCLH)
      		2.78%2.87%
      NioNio (NIO)
      		3.47%2.74%
      IncyteIncyte (INCY)
      		1.74%1.98%
      VandaVanda (VNDA)
      		1.74%1.62%
      StealthGasStealthGas (GASS)
      		1.74%1.47%
      NeuropaceNeuropace (NPCE)
      		0.64%0.6%
      PolestarPolestar (PSNY)
      		0.35%0.31%
      Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
      		3.58%0.22%
      Sberbank MoscowSberbank Moscow (SBER.MOEX)
      		0%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time