Steve-o1501 avatar

Steve-o1501
🇧🇪 Multi-Strategy Med Tech, Crypto, and Software Investor.
335 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
November 22, 2024
Lowest Cash
January 22, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
38 instruments
January 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
11.1 instruments

Most Consistent Holdings

Top 5

avatarSOL
98.46%
avatarMSFT
45.82%
avatarV
45.14%
avatarGOOG
43.43%
avatarAMZN
40.36%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 22, 2022
Lowest Exposure
November 22, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Cryptocurrencies
61.75%
Technology Services
13.3%
Retail Trade
6.41%
Finance
4.05%
Health Technology
2.88%

Top Countries

Top 5

🇺🇸United States
27.81%
🇨🇳China
4.32%
🇬🇧United Kingdom
0.43%
🇳🇱Netherlands
0.14%
🇺🇾Uruguay
0.12%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SolanaSolana (SOL)
61.27%7.78%98.46%-
MetaMeta (META)
4.35%1.44%37.46%-
AlibabaAlibaba (BABA)
3.88%0%40.19%1/27/2025
AlphabetAlphabet (GOOG)
2.38%5.2%43.43%-
MicrosoftMicrosoft (MSFT)
2.34%7.82%45.82%-
FISFIS (FIS)
2.19%0%34.3%3/2/2023
AmazonAmazon (AMZN)
2.02%3.57%40.36%-
VisaVisa (V)
1.84%1.64%45.14%-
Global PaymentsGlobal Payments (GPN)
1.17%0%34.3%3/2/2023
MerckMerck (MRK)
0.87%8.19%18.86%-
ZendeskZendesk (ZEN.US)
0.85%0%19.03%8/15/2022
FiservFiserv (FI)
0.8%0%19.03%8/15/2022
MastercardMastercard (MA)
0.79%1.64%28.07%-
AMDAMD (AMD)
0.72%8.15%12.54%-
UnitedHealthUnitedHealth (UNH)
0.71%0%10.41%4/8/2025
PayPalPayPal (PYPL)
0.62%0%16.3%1/17/2025
AlphabetAlphabet (GOOGL)
0.57%0%33.87%3/2/2023
AdobeAdobe (ADBE)
0.51%5.61%10.84%-
Eli LillyEli Lilly (LLY)
0.49%7.19%11.6%-
RingCentralRingCentral (RNG)
0.45%0%11.52%5/16/2022
ZoetisZoetis (ZTS)
0.36%4.93%12.29%-
GlaxoSmithKlineGlaxoSmithKline (GSK)
0.33%0%23.29%3/7/2025
Home DepotHome Depot (HD)
0.24%4.07%10.32%-
NioNio (NIO)
0.23%0%5.29%3/3/2022
Alteryx Inc.Alteryx Inc. (AYX)
0.23%0%5.29%3/3/2022
DellDell (DELL)
0.22%2.54%12.12%-
LendingTreeLendingTree (TREE)
0.22%0%11.52%5/16/2022
AppleApple (AAPL)
0.22%3.93%9.04%-
TeleflexTeleflex (TFX)
0.19%0%11.52%5/16/2022
Digital RealtyDigital Realty (DLR)
0.18%2.43%10.75%-
PepsiCoPepsiCo (PEP)
0.17%0%8.96%4/4/2025
VertexVertex (VRTX)
0.15%0%5.8%3/4/2025
China SCEChina SCE (1966.HK)
0.14%0%5.29%3/3/2022
TeladocTeladoc (TDOC)
0.14%0%5.29%3/3/2022
NikeNike (NKE)
0.14%0.19%29.35%-
EthereumEthereum (ETH)
0.13%1.07%11.69%-
BurlingtonBurlington (BURL)
0.13%0%12.8%3/6/2025
Bonk Inu (in millions) (Experimental)Bonk Inu (in millions) (Experimental) (BONKxM)
0.13%1.49%9.39%-
MercadoLibreMercadoLibre (MELI)
0.12%0%6.14%2/10/2025
Palo Alto NetworksPalo Alto Networks (PANW)
0.12%2.14%9.13%-
AmgenAmgen (AMGN)
0.12%0%6.06%2/5/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.12%0%19.54%2/10/2025
BitcoinBitcoin (BTC)
0.12%2.47%7.42%-
SalesforceSalesforce (CRM)
0.11%2.16%5.72%-
UberUber (UBER)
0.1%0%6.06%4/17/2025
Pepe (in millions) (Experimental)Pepe (in millions) (Experimental) (PEPExM)
0.1%1.14%10.32%-
OracleOracle (ORCL)
0.1%2.4%7.42%-
CorsairCorsair (CRSR)
0.09%0%5.29%3/3/2022
NVIDIANVIDIA (NVDA)
0.09%2.04%5.29%-
MedtronicMedtronic (MDT.US)
0.08%0%5.29%3/3/2022
Applied MaterialsApplied Materials (AMAT)
0.07%0.92%11.52%-
VerizonVerizon (VZ)
0.07%0%5.29%3/3/2022
UnileverUnilever (ULVR.L)
0.07%0%5.29%3/3/2022
NiuNiu (NIU)
0.07%0%5.29%3/3/2022
Zynerba Pharmaceuticals IncZynerba Pharmaceuticals Inc (ZYNE)
0.06%0%5.29%3/3/2022
AlstomAlstom (ALO.PA)
0.06%0%5.29%3/3/2022
ASMLASML (ASML)
0.06%0.5%11.52%-
McDonald'sMcDonald's (MCD)
0.05%0%14.68%2/10/2025
CR LandCR Land (1109.HK)
0.05%0%13.82%10/2/2024
ArgenxArgenx (ARGX)
0.05%0%14.16%6/27/2024
DisneyDisney (DIS)
0.04%0.42%11.77%-
TeslaTesla (TSLA)
0.04%0.95%5.72%-
BookingBooking (BKNG)
0.04%1.1%7.34%-
FiverrFiverr (FVRR)
0.04%0%5.29%3/3/2022
Splunk IncSplunk Inc (SPLK)
0.04%0%5.29%3/3/2022
ArgenxArgenx (ARGX.BR)
0.04%0%3.58%3/3/2022
Coca-ColaCoca-Cola (KO)
0.04%0%7.25%2/13/2025
CrowdstrikeCrowdstrike (CRWD)
0.03%0%1.71%3/25/2025
AstraZenecaAstraZeneca (AZN)
0.03%0%6.14%1/30/2025
Texas InstrumentsTexas Instruments (TXN)
0.03%0%5.97%2/19/2025
AbbottAbbott (ABT)
0.03%0%5.63%1/24/2025
SunrunSunrun (RUN)
0.03%0%5.29%3/3/2022
American ExpressAmerican Express (AXP)
0.02%1.07%3.5%-
Domino'sDomino's (DPZ)
0.02%0%5.97%1/30/2025
Lam ResearchLam Research (LRCX)
0.02%0%4.18%1/31/2025
NovavaxNovavax (NVAX)
0.02%0%10.15%5/10/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.02%0%4.01%2/5/2025
JFrogJFrog (FROG)
0.02%0%5.29%3/3/2022
NovartisNovartis (NVS)
0.01%0%1.19%2/5/2025
WalmartWalmart (WMT)
0.01%0%0.85%1/10/2022
BoeingBoeing (BA)
0.01%0%0.6%1/7/2022
LVMHLVMH (MC.PA)
0%0%1.28%1/26/2024
UCBUCB (UCB.BR)
0%0%1.37%8/30/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
UnitedHealthUnitedHealth (UNH)
4.94%4.94%
GlaxoSmithKlineGlaxoSmithKline (GSK)
4.94%4.92%
MerckMerck (MRK)
4.94%4.89%
AMDAMD (AMD)
4.44%4.26%
VertexVertex (VRTX)
2.96%2.93%
AdobeAdobe (ADBE)
2.96%2.89%
AmgenAmgen (AMGN)
2.47%2.46%
SolanaSolana (SOL)
2.69%2.43%
MercadoLibreMercadoLibre (MELI)
2.47%2.35%
Home DepotHome Depot (HD)
1.98%1.99%
ZoetisZoetis (ZTS)
1.98%1.96%
UberUber (UBER)
1.98%1.86%
Johnson & JohnsonJohnson & Johnson (JNJ)
1.48%1.5%
Eli LillyEli Lilly (LLY)
1.48%1.46%
MicrosoftMicrosoft (MSFT)
0.99%1%
Digital RealtyDigital Realty (DLR)
0.99%0.98%
Applied MaterialsApplied Materials (AMAT)
0.99%0.98%
DellDell (DELL)
0.99%0.97%
Palo Alto NetworksPalo Alto Networks (PANW)
0.99%0.97%
EthereumEthereum (ETH)
0.99%0.96%
NVIDIANVIDIA (NVDA)
0.99%0.95%
NikeNike (NKE)
0.99%0.94%
ASMLASML (ASML)
0.49%0.52%
AstraZenecaAstraZeneca (AZN)
0.49%0.52%
Lam ResearchLam Research (LRCX)
0.49%0.51%
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.49%0.51%
McDonald'sMcDonald's (MCD)
0.49%0.51%
Coca-ColaCoca-Cola (KO)
0.49%0.51%
PayPalPayPal (PYPL)
0.49%0.5%
PepsiCoPepsiCo (PEP)
0.49%0.5%
Texas InstrumentsTexas Instruments (TXN)
0.49%0.49%
AbbottAbbott (ABT)
0.49%0.49%
AlibabaAlibaba (BABA)
0.49%0.49%
Bonk Inu (in millions) (Experimental)Bonk Inu (in millions) (Experimental) (BONKxM)
0.49%0.47%
Pepe (in millions) (Experimental)Pepe (in millions) (Experimental) (PEPExM)
0.49%0.46%

Cash Exposure Over Time

Cash Exposure % Over Time