Ven-Trader avatar

Ven-Trader
🇸🇰 Income Currencies and Indices Investor.
2 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
June 4, 2024
Lowest Cash
September 12, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
6 instruments
March 20, 2025
Least Diversified
0 instruments
June 4, 2024
Average
1.9 instruments

Most Consistent Holdings

Top 5

avatarMCD
20.71%
avatarLOW
20.71%
avatarTXN
11.97%
avatarCSCO
11%
avatarABT
10.03%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 12, 2024
Lowest Exposure
June 4, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
7.04%
Retail Trade
4.57%
Consumer Services
4.54%
Health Technology
4.44%
Technology Services
2.3%

Top Countries

Top 5

🇺🇸United States
27.13%
🇳🇱Netherlands
0.33%

Number of Instruments

Holdings over time

(Since May 29, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Lowe'sLowe's (LOW)
4.57%0%20.71%10/16/2024
McDonald'sMcDonald's (MCD)
4.54%0%20.71%10/16/2024
CiscoCisco (CSCO)
2.31%0%11%10/16/2024
Texas InstrumentsTexas Instruments (TXN)
1.77%0%11.97%3/12/2025
Morgan StanleyMorgan Stanley (MS)
1.76%0%9.06%9/10/2024
GEGE (GE)
1.67%0%7.12%1/23/2025
MicrosoftMicrosoft (MSFT)
1.28%0%6.8%10/16/2024
AlphabetAlphabet (GOOG)
1.03%0%9.39%3/28/2025
AbbottAbbott (ABT)
1.02%0%10.03%12/16/2024
VertexVertex (VRTX)
1%10.93%9.39%-
MerckMerck (MRK)
0.98%11.8%8.74%-
UPSUPS (UPS)
0.92%0%2.27%6/13/2024
DanaherDanaher (DHR)
0.78%0%3.88%9/23/2024
BoeingBoeing (BA)
0.74%0%8.74%4/1/2025
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.73%0%5.83%1/23/2025
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.68%0%6.47%1/23/2025
NextEraNextEra (NEE)
0.66%0%6.15%12/16/2024
Eli LillyEli Lilly (LLY)
0.6%0%5.83%3/31/2025
ExxonMobilExxonMobil (XOM)
0.47%9.61%4.85%-
USD/CADUSD/CAD (USDCAD)
0.43%0%2.27%6/24/2024
AUD/USDAUD/USD (AUDUSD)
0.43%0%1.62%6/3/2024
Applied MaterialsApplied Materials (AMAT)
0.37%0%3.24%1/23/2025
ASMLASML (ASML)
0.33%0%3.24%1/23/2025
UnitedHealthUnitedHealth (UNH)
0.3%0%5.5%12/6/2024
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.22%0%0.65%5/30/2024
EUR/USDEUR/USD (EURUSD)
0.17%0%0.65%7/2/2024
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
0.14%0%0.65%6/20/2024
KLAKLA (KLAC)
0.11%0%1.29%2/28/2025
QualcommQualcomm (QCOM)
0.11%0%1.29%2/28/2025
ProgressiveProgressive (PGR)
0.1%0%2.27%12/16/2024
AmgenAmgen (AMGN)
0.07%0%0.65%6/13/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue

Cash Exposure Over Time

Cash Exposure % Over Time