TonyDun avatar

TonyDun
🇪🇸 Tech and Financial Services Investor.
1 copier.

Cash Allocation

Range

Highest Cash
January 30, 2023
Lowest Cash
July 11, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
34 instruments
January 3, 2025
Least Diversified
0 instruments
January 30, 2023
Average
23.7 instruments

Most Consistent Holdings

Top 5

avatarNG.L
99.72%
avatarDEO
99.72%
avatarAVGO
98.35%
avatarULVR.L
97.25%
avatarBARC.L
96.83%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 11, 2023
Lowest Exposure
January 30, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
27.58%
Finance
13.33%
Consumer Non Durables
11.66%
Health Technology
10.72%
Utilities
6.52%

Top Countries

Top 5

🇺🇸United States
47.37%
🇬🇧United Kingdom
37.19%
🇱🇺Luxembourg
2.71%
🇩🇰Denmark
1.84%
🇪🇸Spain
1.56%

Number of Instruments

Holdings over time

(Since January 30, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BroadcomBroadcom (AVGO)
9.71%0%98.35%2/1/2025
National GridNational Grid (NG.L)
6.47%0%99.72%2/1/2025
UnileverUnilever (ULVR.L)
5.95%0%97.25%2/1/2025
MastercardMastercard (MA)
5.86%0%96.69%2/1/2025
IntelIntel (INTC)
5.71%0%78.93%9/12/2024
NVIDIANVIDIA (NVDA)
5.25%0%92.56%2/1/2025
AppleApple (AAPL)
5.14%0%54.96%3/11/2024
BarclaysBarclays (BARC.L)
4.16%0%96.83%2/1/2025
GSKGSK (GSK.L)
3.92%0%96.83%2/1/2025
Eli LillyEli Lilly (LLY)
3.56%0%68.32%2/1/2025
DiageoDiageo (DEO)
3.4%0%99.72%2/1/2025
GraingerGrainger (GRI.L)
3.32%0%92.56%2/1/2025
JD SportsJD Sports (JD.L)
3.01%0%95.59%1/20/2025
SpotifySpotify (SPOT)
2.71%0%52.2%2/1/2025
InTheGameInTheGame
2.48%0%35.81%1/2/2025
Manchester UnitedManchester United (MANU)
2.45%0%75.34%2/1/2025
PersimmonPersimmon (PSN.L)
2.11%0%66.53%2/1/2025
BitcoinBitcoin (BTC)
2%0%47.66%2/1/2025
Novo NordiskNovo Nordisk (NOVO-B.CO)
1.84%0%65.29%2/1/2025
MicronMicron (MU)
1.73%0%52.07%2/1/2025
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
1.71%0%56.06%2/1/2025
Bank of AmericaBank of America (BAC)
1.7%0%60.74%2/1/2025
American ExpressAmerican Express (AXP)
1.69%0%59.78%2/1/2025
InditexInditex (ITX.MC)
1.56%0%56.06%2/1/2025
BrookfieldBrookfield (BAM)
1.53%0%59.78%2/1/2025
MerckMerck (MRK)
1.41%0%69.15%2/1/2025
Coca-ColaCoca-Cola (KO)
1.3%0%60.61%2/1/2025
GreggsGreggs (GRG.L)
1.01%0%50%2/1/2025
Games WorkshopGames Workshop (GAW.L)
0.99%0%29.89%2/1/2025
Waste ManagementWaste Management (WM)
0.87%0%35.67%2/1/2025
ParamountParamount (PARA)
0.77%0%39.81%1/12/2024
Palo Alto NetworksPalo Alto Networks (PANW)
0.66%0%45.59%2/1/2025
Remark HoldingsRemark Holdings (MARK)
0.59%0%34.57%11/15/2023
AdyenAdyen (ADYEN.NV)
0.57%0%32.51%7/25/2024
UiPathUiPath (PATH)
0.43%0%30.3%7/9/2024
SymboticSymbotic (SYM)
0.4%0%19.28%7/30/2024
Realty IncomeRealty Income (O)
0.38%0%16.39%2/1/2025
PhoenixPhoenix (PHNX.L)
0.38%0%19.28%2/1/2025
VanEck Video Gaming and eSports UCITS ETFVanEck Video Gaming and eSports UCITS ETF (ESP0.DE)
0.18%0%4.13%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.16%0%3.99%1/17/2024
NintendoNintendo (NTDOY)
0.1%0%10.33%3/12/2024
NextEraNextEra (NEE)
0.04%0%4.13%2/1/2025
SeaSea (SE)
0.04%0%4.13%2/1/2025
SonySony (SONY)
0.04%0%4.13%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      BroadcomBroadcom (AVGO)
      		5.4%8.48%
      InTheGameInTheGame
      		7.17%7.08%
      SpotifySpotify (SPOT)
      		3.4%6.06%
      Games WorkshopGames Workshop (GAW.L)
      		4.54%4.67%
      UnileverUnilever (ULVR.L)
      		4.35%4.18%
      National GridNational Grid (NG.L)
      		5.16%4.18%
      Eli LillyEli Lilly (LLY)
      		3.47%3.99%
      MastercardMastercard (MA)
      		2.82%3.53%
      BitcoinBitcoin (BTC)
      		4.17%3.39%
      BrookfieldBrookfield (BAM)
      		2.68%3.37%
      American ExpressAmerican Express (AXP)
      		2.55%3.33%
      BarclaysBarclays (BARC.L)
      		2.56%3.32%
      GraingerGrainger (GRI.L)
      		3.93%3.19%
      Bank of AmericaBank of America (BAC)
      		2.73%3.1%
      NVIDIANVIDIA (NVDA)
      		1.86%2.99%
      InditexInditex (ITX.MC)
      		2.79%2.91%
      GSKGSK (GSK.L)
      		3.7%2.83%
      SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
      		2.57%2.75%
      MerckMerck (MRK)
      		3.41%2.58%
      Realty IncomeRealty Income (O)
      		3.38%2.57%
      PersimmonPersimmon (PSN.L)
      		2.56%2.33%
      MicronMicron (MU)
      		2.57%2.23%
      PhoenixPhoenix (PHNX.L)
      		2.74%2.18%
      Waste ManagementWaste Management (WM)
      		2.62%2.16%
      Coca-ColaCoca-Cola (KO)
      		2.3%2.06%
      Manchester UnitedManchester United (MANU)
      		2.56%2.02%
      DiageoDiageo (DEO)
      		2.81%1.94%
      GreggsGreggs (GRG.L)
      		2.18%1.9%
      Novo NordiskNovo Nordisk (NOVO-B.CO)
      		2.53%1.85%
      Palo Alto NetworksPalo Alto Networks (PANW)
      		1.88%1.84%
      JD SportsJD Sports (JD.L)
      		2.43%1.2%

      Cash Exposure Over Time

      Cash Exposure % Over Time