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Wealthbystrategy
🇸🇪 Growth Investor.
516 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 18, 2023
Lowest Cash
April 5, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
March 6, 2025
Least Diversified
0 instruments
October 9, 2024
Average
26.1 instruments

Most Consistent Holdings

Top 5

avatarSPY5.L
99.65%
avatarMMYT
99.65%
avatarANET
99.65%
avatarPANW
98.94%
avatarMEDP
98.41%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 5, 2024
Lowest Exposure
November 18, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
30.53%
Technology Services
16.86%
Electronic Technology
7.65%
Finance
7.28%
Consumer Non Durables
4.68%

Top Countries

Top 5

🇺🇸United States
40.4%
🇮🇳India
3.5%
🇯🇴Jordan
2.56%
🇺🇾Uruguay
1.78%
🇳🇱Netherlands
1.62%

Holdings over time

(Since November 18, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
5.93%3.71%99.65%-
Invesco QQQInvesco QQQ (QQQ)
4.96%7.44%92.92%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
4.1%0%89.2%4/8/2025
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
3.82%0%72.92%4/14/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
3.82%3.21%70.09%-
MakemytripMakemytrip (MMYT)
3.5%1.86%99.65%-
InterDigitalInterDigital (IDCC)
3.14%6.09%54.16%-
AxonAxon (AXON)
2.97%6.44%53.1%-
Comfort Systems USAComfort Systems USA (FIX)
2.73%3.46%95.22%-
DeckersDeckers (DECK)
2.6%2.61%90.09%-
IGIIGI (IGIC)
2.56%4.61%54.16%-
NVIDIANVIDIA (NVDA)
2.55%0%67.26%12/17/2024
Brown & BrownBrown & Brown (BRO)
2.53%1.69%87.26%-
Palo Alto NetworksPalo Alto Networks (PANW)
2.47%1.17%98.94%-
MetaMeta (META)
2.27%5.59%63.36%-
PalantirPalantir (PLTR)
2.26%2.75%51.68%-
United RentalsUnited Rentals (URI)
2.16%0.5%97.17%-
SPDR GoldSPDR Gold (GLD)
2.12%4.95%74.34%-
AristaArista (ANET)
2.12%0.41%99.65%-
US LimeUS Lime (USLM)
2.05%3.05%66.37%-
MedpaceMedpace (MEDP)
1.9%0.23%98.41%-
MercadoLibreMercadoLibre (MELI)
1.78%5.11%49.91%-
ASMASM (ASM.NV)
1.62%0%39.65%7/25/2024
Novo NordiskNovo Nordisk (NOVO-B.CO)
1.43%0%55.22%10/31/2024
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
1.35%9.96%16.46%-
PaccarPaccar (PCAR)
1.29%0%40.53%8/9/2024
SynopsysSynopsys (SNPS)
1.21%0%44.6%8/30/2024
AgilysysAgilysys (AGYS)
1.17%1.39%56.64%-
BookingBooking (BKNG)
1.14%1.01%90.09%-
e.l.f.e.l.f. (ELF)
0.99%0%35.04%8/13/2024
VanEck Vectors Gold Miners ETFVanEck Vectors Gold Miners ETF (GDX)
0.96%0%42.65%5/14/2025
NapcoNapco (NSSC)
0.89%0%33.63%9/13/2024
AlphabetAlphabet (GOOG)
0.84%1.49%60.35%-
BellRingBellRing (BRBR)
0.78%1.71%33.81%-
Invesco S&P 500 Equal Weight ETFInvesco S&P 500 Equal Weight ETF (RSP)
0.71%0.74%56.11%-
FerrariFerrari (RACE)
0.68%0%30.8%7/26/2024
iShares Core EURO STOXX 50 ETFiShares Core EURO STOXX 50 ETF (CSX5.L)
0.68%4.66%17.52%-
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.6%1.78%43.72%-
BitcoinBitcoin (BTC)
0.53%0%33.45%9/6/2024
United States Oil FundUnited States Oil Fund (USO)
0.41%0%33.1%4/8/2025
iShares MSCI China A UCITS ETFiShares MSCI China A UCITS ETF (36BZ.DE)
0.41%1.64%43.01%-
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
0.33%0%14.16%3/11/2025
CelsiusCelsius (CELH)
0.31%0%16.81%6/12/2024
WisdomTree WTI Crude OilWisdomTree WTI Crude Oil (OD7F.DE)
0.21%0%33.1%4/8/2025
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.13%0%6.02%3/7/2025
FrontlineFrontline (FRO)
0.09%0%2.48%12/5/2023
DaveDave (DAVE)
0.02%1.55%1.24%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
InterDigitalInterDigital (IDCC)
5.85%6.7%
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
7.45%6.46%
PalantirPalantir (PLTR)
3.57%6.41%
DeckersDeckers (DECK)
6.84%6.31%
AxonAxon (AXON)
4.71%6.25%
IGIIGI (IGIC)
6.58%6.18%
US LimeUS Lime (USLM)
4.47%4.91%
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
4.75%4.71%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
4.14%4.08%
Invesco QQQInvesco QQQ (QQQ)
3.4%3.4%
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
3.1%3.09%
BellRingBellRing (BRBR)
3.17%2.69%
MakemytripMakemytrip (MMYT)
2.15%2.68%
MetaMeta (META)
2.88%2.64%
MercadoLibreMercadoLibre (MELI)
3.39%2.52%
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
2.85%2.47%
AlphabetAlphabet (GOOG)
2.27%2.15%
AgilysysAgilysys (AGYS)
1.9%2.11%
Brown & BrownBrown & Brown (BRO)
2.13%2.02%
SPDR GoldSPDR Gold (GLD)
1.95%1.87%
Palo Alto NetworksPalo Alto Networks (PANW)
1.46%1.39%
United States Oil FundUnited States Oil Fund (USO)
1.27%1.17%
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.27%0.99%
Invesco S&P 500 Equal Weight ETFInvesco S&P 500 Equal Weight ETF (RSP)
1.03%0.95%
VanEck Vectors Gold Miners ETFVanEck Vectors Gold Miners ETF (GDX)
1.08%0.81%
United RentalsUnited Rentals (URI)
0.71%0.65%
WisdomTree WTI Crude OilWisdomTree WTI Crude Oil (OD7F.DE)
0.63%0.61%
AristaArista (ANET)
0.39%0.61%
BookingBooking (BKNG)
0.47%0.54%
iShares MSCI China A UCITS ETFiShares MSCI China A UCITS ETF (36BZ.DE)
0.64%0.52%
Comfort Systems USAComfort Systems USA (FIX)
0.31%0.52%
MedpaceMedpace (MEDP)
0.36%0.33%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments