Steve-o1501 avatar

Steve-o1501
🇧🇪 Multi-Strategy Software and Med Tech Investor.
327 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
14.6 instruments

Most Consistent Holdings

Top 5

avatarSOL
98.57%
avatarV
53.89%
avatarMSFT
50.54%
avatarAMZN
48.47%
avatarGOOG
46.11%

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
54.02%
Technology Services
14.59%
Retail Trade
6.55%
Health Technology
5.41%
Finance
3.5%

Top Countries

Top 5

🇺🇸United States
34.72%
🇨🇳China
3.66%
🇬🇧United Kingdom
0.36%
🇫🇷France
0.32%
🇺🇾Uruguay
0.29%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SolanaSolana (SOL)
52.6%8.58%98.57%-
MetaMeta (META)
3.78%4.22%37.26%-
AlibabaAlibaba (BABA)
3.29%0%38.9%9/8/2025
AlphabetAlphabet (GOOG)
2.62%0%46.11%9/3/2025
MicrosoftMicrosoft (MSFT)
2.5%4.01%50.54%-
AmazonAmazon (AMZN)
2.2%0.91%48.47%-
MerckMerck (MRK)
2.04%9.57%31.98%-
FISFIS (FIS)
1.83%0%28.69%3/2/2023
UnitedHealthUnitedHealth (UNH)
1.82%8.91%24.77%-
VisaVisa (V)
1.76%1.29%53.89%-
AdobeAdobe (ADBE)
1.58%8.72%25.27%-
AMDAMD (AMD)
1.39%0%18.63%8/11/2025
FiservFiserv (FISV)
1.13%3.97%31.41%-
ZoetisZoetis (ZTS)
1.05%6.36%26.48%-
Global PaymentsGlobal Payments (GPN)
0.98%0%28.69%3/2/2023
MastercardMastercard (MA)
0.9%1.38%39.61%-
AppleApple (AAPL)
0.72%0%20.63%10/19/2025
ZendeskZendesk (ZEN.US)
0.71%0%15.92%8/15/2022
Eli LillyEli Lilly (LLY)
0.67%0%23.27%10/30/2025
SalesforceSalesforce (CRM)
0.6%3.67%20.99%-
Home DepotHome Depot (HD)
0.59%1.25%20.99%-
PayPalPayPal (PYPL)
0.52%0%13.63%1/17/2025
BitcoinBitcoin (BTC)
0.51%2.18%22.41%-
AlphabetAlphabet (GOOGL)
0.48%0%28.34%3/2/2023
Digital RealtyDigital Realty (DLR)
0.43%1.58%25.12%-
EthereumEthereum (ETH)
0.4%1.72%25.98%-
RingCentralRingCentral (RNG)
0.38%0%9.64%5/16/2022
DellDell (DELL)
0.32%0%14.99%6/26/2025
VertexVertex (VRTX)
0.32%1.85%19.77%-
MercadoLibreMercadoLibre (MELI)
0.29%5.01%14.42%-
GlaxoSmithKlineGlaxoSmithKline (GSK)
0.28%0%19.49%3/7/2025
SanofiSanofi (SAN.PA)
0.27%0%10.35%11/21/2025
Pepe (in millions) (Experimental)Pepe (in millions) (Experimental) (PEPExM)
0.26%0.69%24.84%-
Bonk Inu (in millions) (Experimental)Bonk Inu (in millions) (Experimental) (BONKxM)
0.24%0.32%17.84%-
NioNio (NIO)
0.19%0%4.43%3/3/2022
Alteryx Inc.Alteryx Inc. (AYX)
0.19%0%4.43%3/3/2022
LendingTreeLendingTree (TREE)
0.18%0%9.64%5/16/2022
eToro Group LTDeToro Group LTD (ETOR)
0.17%2.61%7.99%-
OracleOracle (ORCL)
0.17%0%9.64%6/6/2025
TeleflexTeleflex (TFX)
0.16%0%9.64%5/16/2022
Palo Alto NetworksPalo Alto Networks (PANW)
0.15%0%11.28%9/9/2025
NikeNike (NKE)
0.14%0.18%40.76%-
PepsiCoPepsiCo (PEP)
0.14%0%7.49%4/4/2025
Applied MaterialsApplied Materials (AMAT)
0.13%0%17.27%9/18/2025
BurlingtonBurlington (BURL)
0.13%0%15.49%11/20/2025
Intuitive SurgicalIntuitive Surgical (ISRG)
0.13%0%7.21%10/21/2025
AmgenAmgen (AMGN)
0.12%0%9.49%11/5/2025
China SCEChina SCE (1966.HK)
0.12%0%4.43%3/3/2022
TeladocTeladoc (TDOC)
0.12%0%4.43%3/3/2022
ASMLASML (ASML)
0.11%0%19.77%9/8/2025
MicroStrategyMicroStrategy (MSTR)
0.11%2.43%8.57%-
NVIDIANVIDIA (NVDA)
0.11%0%6.21%5/14/2025
UberUber (UBER)
0.1%1.32%7.14%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.1%0%16.35%2/10/2025
ArgenxArgenx (ARGX)
0.1%0%18.13%8/5/2025
StarbucksStarbucks (SBUX)
0.09%0.42%9.28%-
DisneyDisney (DIS)
0.08%0%18.77%8/22/2025
CorsairCorsair (CRSR)
0.08%0%4.43%3/3/2022
Lockheed MartinLockheed Martin (LMT)
0.07%0%7.85%9/29/2025
BookingBooking (BKNG)
0.07%0.83%9.64%-
MedtronicMedtronic (MDT.US)
0.07%0%4.43%3/3/2022
NetflixNetflix (NFLX)
0.06%2.77%3.07%-
Domino'sDomino's (DPZ)
0.06%0.84%10.35%-
VerizonVerizon (VZ)
0.06%0%4.43%3/3/2022
UnileverUnilever (ULVR.L)
0.06%0%4.43%3/3/2022
American ExpressAmerican Express (AXP)
0.06%0%6.28%6/6/2025
NiuNiu (NIU)
0.06%0%4.43%3/3/2022
Zynerba Pharmaceuticals IncZynerba Pharmaceuticals Inc (ZYNE)
0.05%0%4.43%3/3/2022
AlstomAlstom (ALO.PA)
0.05%0%4.43%3/3/2022
NextEraNextEra (NEE)
0.05%0%6%8/19/2025
FerrariFerrari (RACE)
0.05%1.68%2.86%-
TeslaTesla (TSLA)
0.05%0%6.57%5/14/2025
Procter & GambleProcter & Gamble (PG)
0.04%0.39%10.49%-
Texas InstrumentsTexas Instruments (TXN)
0.04%0%7%8/20/2025
McDonald'sMcDonald's (MCD)
0.04%0%12.28%2/10/2025
CR LandCR Land (1109.HK)
0.04%0%11.56%10/2/2024
QualcommQualcomm (QCOM)
0.04%0%7.71%10/27/2025
FiverrFiverr (FVRR)
0.04%0%4.43%3/3/2022
AbbottAbbott (ABT)
0.03%0%7.21%8/21/2025
Splunk IncSplunk Inc (SPLK)
0.03%0%4.43%3/3/2022
ArgenxArgenx (ARGX.BR)
0.03%0%3%3/3/2022
CrowdstrikeCrowdstrike (CRWD)
0.03%0%2.5%9/18/2025
Coca-ColaCoca-Cola (KO)
0.03%0%6.07%2/13/2025
CostcoCostco (COST)
0.03%0.83%3.35%-
AstraZenecaAstraZeneca (AZN)
0.03%0%5.14%1/30/2025
WalmartWalmart (WMT)
0.02%0%2.28%9/12/2025
SunrunSunrun (RUN)
0.02%0%4.43%3/3/2022
TextronTextron (TXT)
0.02%0%4.93%10/2/2025
NXPNXP (NXPI)
0.02%0%2.07%8/18/2025
Lam ResearchLam Research (LRCX)
0.02%0%3.5%1/31/2025
NovavaxNovavax (NVAX)
0.02%0%8.49%5/10/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.02%0%3.35%2/5/2025
BMWBMW (BMW.DE)
0.02%0%1.93%11/5/2025
JFrogJFrog (FROG)
0.01%0%4.43%3/3/2022
NovartisNovartis (NVS)
0.01%0%1%2/5/2025
MicronMicron (MU)
0.01%0%1.78%8/11/2025
BoeingBoeing (BA)
0%0%0.5%1/7/2022
LVMHLVMH (MC.PA)
0%0%1.07%1/26/2024
UCBUCB (UCB.BR)
0%0%1.14%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 & Instruments Over Time

Cash Exposure %

Number of Instruments