TheGocc avatar

TheGocc
🇭🇺 ETF and Financial Services Investor.
5 copiers.

Cash Allocation

Range

Highest Cash
January 7, 2024
Lowest Cash
January 20, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
34 instruments
July 17, 2024
Least Diversified
0 instruments
February 2, 2025
Average
22.4 instruments

Most Consistent Holdings

Top 5

avatarSCHD
97.48%
avatarLUNA2
90.97%
avatarMAIN
69.59%
avatarVICI
69.59%
avatarVIG
69.06%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 20, 2023
Lowest Exposure
January 7, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
46.36%
Finance
19.02%
Cryptocurrencies
10.77%
Consumer Durables
4.27%
Technology Services
3.69%

Top Countries

Top 5

🇺🇸United States
34.92%
🇨🇳China
3.29%
🇸🇪Sweden
0.64%
🇫🇷France
0.39%
🇯🇵Japan
0.31%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
19.97%0%97.48%2/1/2025
VICI PropertiesVICI Properties (VICI)
6.51%0%69.59%2/1/2025
Main Street CapitalMain Street Capital (MAIN)
6.41%0%69.59%2/1/2025
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
4.94%0%69.06%2/1/2025
ARK Innovation ETFARK Innovation ETF (ARKK)
4.71%0%30.28%8/20/2023
SolanaSolana (SOL)
4.62%0%65.21%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
3.63%0%65.87%2/1/2025
Realty IncomeRealty Income (O)
3.34%0%65.87%2/1/2025
NioNio (NIO)
3.29%0%30.81%5/13/2024
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
3.03%0%64.28%2/1/2025
BitcoinBitcoin (BTC)
2.62%0%59.36%12/19/2024
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
2.29%0%67.6%2/1/2025
Plug PowerPlug Power (PLUG)
2.27%0%33.6%2/1/2025
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
1.98%0%30.28%8/20/2023
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
1.79%0%65.07%1/14/2025
EntergyEntergy (ETR)
1.76%0%28.02%8/20/2023
PalantirPalantir (PLTR)
1.64%0%30.28%8/20/2023
AvalancheAvalanche (AVAX)
1.61%0%64.01%2/1/2025
Arbor RealtyArbor Realty (ABR)
1.59%0%35.06%5/15/2024
XRPXRP (XRP)
1.3%0%50.6%3/19/2024
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
1.26%0%65.87%2/1/2025
McDonald'sMcDonald's (MCD)
1.25%0%62.55%2/1/2025
Iron MountainIron Mountain (IRM)
1.1%0%10.76%5/9/2023
First Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
1.01%0%55.51%2/1/2025
BookingBooking (BKNG)
0.97%0%26.43%2/1/2025
UnitedHealthUnitedHealth (UNH)
0.88%0%38.91%2/1/2025
Invesco Senior Loan ETFInvesco Senior Loan ETF (BKLN)
0.83%0%8.9%10/30/2023
StarbucksStarbucks (SBUX)
0.8%0%26.56%10/14/2024
AlphabetAlphabet (GOOG)
0.73%0%25.37%2/1/2025
AmazonAmazon (AMZN)
0.71%0%23.77%2/1/2025
Snap-onSnap-on (SNA)
0.68%0%46.75%2/1/2025
EvolutionEvolution (EVO.ST)
0.64%0%35.72%2/1/2025
AEPAEP (AEP)
0.62%0%27.36%8/20/2023
WilliamsWilliams (WMB)
0.62%0%25.76%8/8/2023
NoImportan3NoImportan3
0.55%0%6.11%8/22/2023
AppleApple (AAPL)
0.48%0%15.41%8/6/2024
MSCIMSCI (MSCI)
0.44%0%32.93%1/13/2025
LVMHLVMH (MC.PA)
0.39%0%49.54%2/1/2025
Coca-ColaCoca-Cola (KO)
0.38%0%46.75%10/4/2024
Invesco Solar ETFInvesco Solar ETF (TAN)
0.33%0%2.26%1/18/2023
Alerian MLP ETFAlerian MLP ETF (AMLP)
0.32%0%25.76%4/23/2024
ToyotaToyota (TM)
0.31%0%58.43%1/2/2025
ADMADM (ADM)
0.3%0%24.83%8/6/2024
BroadcomBroadcom (AVGO)
0.29%0%4.25%2/21/2023
AlgorandAlgorand (ALGO)
0.27%0%54.32%2/1/2025
Arcadium Lithium PlcArcadium Lithium Plc (ALTM)
0.22%0%28.15%10/14/2024
ChainlinkChainlink (LINK)
0.18%0%44.89%1/19/2025
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.16%0%11.16%5/9/2024
AdobeAdobe (ADBE)
0.16%0%12.22%12/6/2024
PfizerPfizer (PFE)
0.15%0%22.31%7/18/2024
AltriaAltria (MO)
0.14%0%18.06%5/8/2024
QualcommQualcomm (QCOM)
0.13%0%6.77%11/7/2024
S&P GlobalS&P Global (SPGI)
0.11%0%11.42%2/1/2025
ARMARM (ARM)
0.1%0%13.41%9/16/2024
NutrienNutrien (NTR)
0.09%0%11.95%4/16/2024
Lowe'sLowe's (LOW)
0.09%0%9.83%8/6/2024
ANSYSANSYS (ANSS)
0.08%0%3.05%6/7/2023
ASMLASML (ASML)
0.08%0%3.98%2/1/2025
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.06%0%3.19%10/2/2023
PolkadotPolkadot (DOT)
0.06%0%18.06%4/24/2024
MicronMicron (MU)
0.06%0%3.32%2/1/2025
SuiSui (SUI)
0.05%0%4.78%2/1/2025
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
0.05%0%1.99%11/14/2023
Hedera HashgraphHedera Hashgraph (HBAR)
0.05%0%4.65%2/1/2025
ChubbChubb (CB)
0.04%0%2.52%2/1/2025
NVIDIANVIDIA (NVDA)
0.04%0%2.39%2/1/2025
Southern CoSouthern Co (SO)
0.04%0%2.39%9/25/2023
HersheyHershey (HSY)
0.04%0%0.93%7/12/2023
AristaArista (ANET)
0.03%0%1.06%5/17/2023
DeckersDeckers (DECK)
0.03%0%0.53%5/26/2023
Floor & DecorFloor & Decor (FND)
0.02%0%0.93%5/16/2023
MarketAxessMarketAxess (MKTX)
0.02%0%0.93%5/16/2023
Sonic (prev. FTM)Sonic (prev. FTM) (S)
0.01%0%1.86%11/18/2023
WorkdayWorkday (WDAY)
0.01%0%0.4%5/12/2023
EthereumEthereum (ETH)
0.01%0%1.86%11/4/2023
Terra 2.0Terra 2.0 (LUNA2)
0%0%24.83%4/1/2024
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0%0%0.13%1/4/2024
Terra ClassicTerra Classic (LUNC)
0%0%0%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
      		16.43%14.74%
      SolanaSolana (SOL)
      		3.65%8.78%
      Main Street CapitalMain Street Capital (MAIN)
      		6.25%7.59%
      VICI PropertiesVICI Properties (VICI)
      		8.3%6.87%
      Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
      		6.84%6.63%
      Invesco QQQInvesco QQQ (QQQ)
      		4.31%4.95%
      BookingBooking (BKNG)
      		3.88%4.38%
      Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
      		3.56%4.34%
      Realty IncomeRealty Income (O)
      		4.53%3.86%
      AlphabetAlphabet (GOOG)
      		3.99%3.83%
      UnitedHealthUnitedHealth (UNH)
      		4.31%3.59%
      AmazonAmazon (AMZN)
      		3.02%3.38%
      VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
      		3.07%3.27%
      McDonald'sMcDonald's (MCD)
      		3.34%3.11%
      Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
      		2.69%2.47%
      EvolutionEvolution (EVO.ST)
      		3.34%2.28%
      AvalancheAvalanche (AVAX)
      		1.78%2.21%
      First Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
      		2.05%1.59%
      MSCIMSCI (MSCI)
      		1.51%1.54%
      Snap-onSnap-on (SNA)
      		1.4%1.49%
      iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
      		2.16%1.44%
      LVMHLVMH (MC.PA)
      		1.4%1.15%
      S&P GlobalS&P Global (SPGI)
      		1.29%1.1%
      SuiSui (SUI)
      		1.08%0.89%
      Hedera HashgraphHedera Hashgraph (HBAR)
      		1.08%0.89%
      AlgorandAlgorand (ALGO)
      		1.08%0.81%
      ChainlinkChainlink (LINK)
      		1.08%0.77%
      ToyotaToyota (TM)
      		0.54%0.47%
      Terra 2.0Terra 2.0 (LUNA2)
      		0%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time