Stefans9312 avatar

Stefans9312
🇭🇺 Crypto Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
August 27, 2024
Lowest Cash
January 5, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
12 instruments
January 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
8.2 instruments

Most Consistent Holdings

Top 5

avatarPFE
99.07%
avatarT
77.56%
avatarJNJ
74.1%
avatarMO
72.91%
avatarPM
64.28%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 5, 2023
Lowest Exposure
August 27, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Non Durables
27.46%
Health Technology
20.7%
Technology Services
10.14%
Communications
9.03%
Utilities
6.42%

Top Countries

Top 5

🇺🇸United States
66.32%
🇩🇪Germany
8.83%
🇪🇸Spain
6.42%
🇬🇧United Kingdom
3.87%
🇫🇷France
0.96%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AltriaAltria (MO)
9.96%0%72.91%1/27/2025
Philip MorrisPhilip Morris (PM)
9.15%0%64.28%10/22/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
8.95%0%74.1%2/1/2025
IBMIBM (IBM)
8.26%0%45.82%11/21/2024
Coca-ColaCoca-Cola (KO)
6.68%0%52.06%1/21/2025
BayerBayer (BAYN.DE)
6.54%0%57.9%2/1/2025
EnagasEnagas (ENG.MC)
6.42%0%49.14%2/1/2025
AT&TAT&T (T)
6.19%0%77.56%9/4/2024
PfizerPfizer (PFE)
5.21%0%99.07%2/1/2025
BitcoinBitcoin (BTC)
4.7%0%26.43%2/1/2025
VerizonVerizon (VZ)
2.84%0%24.7%2/1/2025
Wizz AirWizz Air (WIZZ.L)
2.57%0%24.3%2/1/2025
TeslaTesla (TSLA)
1.79%0%16.87%2/1/2025
MicrosoftMicrosoft (MSFT)
1.74%0%12.62%2/1/2025
ExxonMobilExxonMobil (XOM)
1.72%0%24.44%2/1/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
1.37%0%25.5%12/17/2024
NikeNike (NKE)
1.19%0%6.11%8/13/2024
DellDell (DELL)
0.95%0%8.76%2/1/2025
BNP ParibasBNP Paribas (BNP.PA)
0.94%0%7.17%1/15/2025
Daimler TruckDaimler Truck (DTG.DE)
0.88%0%16.47%12/20/2023
Lockheed MartinLockheed Martin (LMT)
0.59%0%4.91%1/13/2025
BoeingBoeing (BA)
0.52%0%4.91%10/7/2024
ShellShell (SHEL.L)
0.49%0%4.78%2/7/2023
StellantisStellantis (STLAM.MI)
0.42%0%4.78%11/7/2024
UnileverUnilever (UL.US)
0.35%0%2.66%4/25/2024
ShellShell (SHEL)
0.32%0%2.52%1/2/2025
AppleApple (AAPL)
0.16%0%1.73%1/30/2025
ConocoPhillipsConocoPhillips (COP)
0.15%0%1.2%10/31/2024
British American TobaccoBritish American Tobacco (BTI)
0.13%0%1.46%11/17/2023
SolvaySolvay (SOLB.BR)
0.12%0%1.33%1/25/2024
EAEA (EA)
0.11%0%1.2%2/1/2025
IntelIntel (INTC)
0.11%0%0.8%10/17/2024
EthereumEthereum (ETH)
0.03%0%3.19%9/23/2024
NVIDIANVIDIA (NVDA)
0.03%0%0.13%5/23/2024
OracleOracle (ORCL)
0.02%0%0.13%12/11/2024
RubisRubis (RUI.PA)
0.02%0%0.27%1/11/2024
VolkswagenVolkswagen (VOW.DE)
0.02%0%0.27%1/5/2024
BMWBMW (BMW.DE)
0.01%0%0.13%9/12/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      BitcoinBitcoin (BTC)
      		21.01%21.71%
      ShellShell (SHEL)
      		12.32%13.73%
      VerizonVerizon (VZ)
      		12.32%13.06%
      BNP ParibasBNP Paribas (BNP.PA)
      		8.8%9.75%
      EnagasEnagas (ENG.MC)
      		9.52%9.09%
      DellDell (DELL)
      		8.45%8.57%
      TeslaTesla (TSLA)
      		7.04%7%
      Wizz AirWizz Air (WIZZ.L)
      		7.04%6.74%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		6.16%5.94%
      BayerBayer (BAYN.DE)
      		5.43%3.56%
      PfizerPfizer (PFE)
      		1.9%1.14%

      Cash Exposure Over Time

      Cash Exposure % Over Time