Yombie avatar

Yombie
🇪🇸 Software Investor.
3 copiers.

Cash Allocation

Range

Highest Cash
January 2, 2025
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
60 instruments
December 27, 2023
Least Diversified
0 instruments
February 2, 2025
Average
55 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.87%
avatarGOOG
99.87%
avatarMETA
99.87%
avatarMSFT
99.87%
avatarAXP
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
January 2, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
29.49%
Electronic Technology
14.02%
Retail Trade
8.46%
ETFs
6.65%
Finance
5.6%

Top Countries

Top 5

🇺🇸United States
62.85%
🇨🇦Canada
4.64%
🇨🇳China
3.32%
🇺🇾Uruguay
2.35%
🇬🇧United Kingdom
1.07%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
12.72%0%99.87%2/1/2025
AlphabetAlphabet (GOOG)
9.48%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
4.64%0%99.87%2/1/2025
MetaMeta (META)
4.02%0%99.87%2/1/2025
AmazonAmazon (AMZN)
3.16%0%60.69%4/10/2024
MercadoLibreMercadoLibre (MELI)
2.35%0%76.63%8/9/2024
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
2.31%0%99.87%2/1/2025
ShopifyShopify (SHOP)
2.2%0%99.87%2/1/2025
AlibabaAlibaba (BABA)
2.19%0%99.87%2/1/2025
PayPalPayPal (PYPL)
2.19%0%69.99%6/20/2024
CorsairCorsair (CRSR)
2.09%0%99.87%2/1/2025
BarrickBarrick (GOLD.BARRICK)
2.05%0%99.87%2/1/2025
Bank of AmericaBank of America (BAC)
2.03%0%99.87%2/1/2025
DisneyDisney (DIS)
1.99%0%99.87%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
1.74%0%99.87%2/1/2025
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
1.59%0%99.87%2/1/2025
JFrogJFrog (FROG)
1.5%0%99.87%2/1/2025
Coca-ColaCoca-Cola (KO)
1.45%0%99.87%2/1/2025
American ExpressAmerican Express (AXP)
1.29%0%99.87%2/1/2025
CloudflareCloudflare (NET)
1.19%0%99.87%2/1/2025
AutodeskAutodesk (ADSK)
1.14%0%88.31%11/6/2024
easyJeteasyJet (EZJ.L)
1.07%0%99.87%2/1/2025
ChevronChevron (CVX)
0.9%0%99.87%2/1/2025
ElasticElastic (ESTC)
0.9%0%99.87%2/1/2025
NioNio (NIO)
0.79%0%83.53%9/30/2024
OccidentalOccidental (OXY)
0.65%0%99.87%2/1/2025
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
0.63%0%99.87%2/1/2025
AT&TAT&T (T)
0.58%0%99.87%2/1/2025
CoinbaseCoinbase (COIN)
0.5%0%59.5%4/1/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.49%0%94.29%2/1/2025
Block Inc.Block Inc. (XYZ)
0.49%0%99.87%2/1/2025
VisaVisa (V)
0.47%0%24.97%7/11/2023
AdidasAdidas (ADS.DE)
0.46%0%75.43%7/31/2024
US BancorpUS Bancorp (USB)
0.46%0%90.44%2/1/2025
NikeNike (NKE)
0.46%0%99.87%2/1/2025
Match GroupMatch Group (MTCH)
0.45%0%99.87%2/1/2025
AMDAMD (AMD)
0.43%0%18.73%5/25/2023
Kraft HeinzKraft Heinz (KHC)
0.41%0%73.17%2/1/2025
AllyAlly (ALLY)
0.4%0%88.71%2/1/2025
Ballard PowerBallard Power (BLDP)
0.39%0%99.87%2/1/2025
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.38%0%99.87%2/1/2025
RHRH (RH)
0.37%0%56.44%2/1/2025
Realty IncomeRealty Income (O)
0.37%0%71.31%2/1/2025
GMGM (GM)
0.36%0%90.17%2/1/2025
ParamountParamount (PARA)
0.36%0%86.72%2/1/2025
T-MobileT-Mobile (TMUS)
0.34%0%79.42%2/1/2025
SalesforceSalesforce (CRM)
0.33%0%19.39%5/30/2023
Liberty MediaLiberty Media (LSXMA)
0.33%0%71.58%9/11/2024
Liberty SiriusXMLiberty SiriusXM (LSXMK)
0.32%0%69.85%9/11/2024
IntelIntel (INTC)
0.3%0%32.93%9/12/2023
Capital OneCapital One (COF)
0.29%0%69.99%2/1/2025
CharterCharter (CHTR)
0.27%0%79.42%2/1/2025
UnityUnity (U)
0.26%0%99.87%2/1/2025
MicronMicron (MU)
0.25%0%41.17%11/14/2023
KrogerKroger (KR)
0.21%0%58.57%2/1/2025
NetflixNetflix (NFLX)
0.21%0%50.6%1/24/2024
VerisignVerisign (VRSN)
0.21%0%48.07%2/1/2025
HPHP (HPQ)
0.21%0%58.7%2/1/2025
Liberty Formula OneLiberty Formula One (FWONK)
0.2%0%56.44%2/1/2025
Liberty Latin AmericaLiberty Latin America (LILA)
0.2%0%58.57%2/1/2025
BitcoinBitcoin (BTC)
0.19%0%52.72%2/9/2024
Pioneer Natural Resources CompanyPioneer Natural Resources Company (PXD)
0.19%0%60.03%4/5/2024
DouyuDouyu (DOYU)
0.19%0%99.87%2/1/2025
AonAon (AON)
0.18%0%53.12%2/1/2025
SnowflakeSnowflake (SNOW)
0.17%0%29.88%2/1/2025
NintendoNintendo (NTDOY)
0.16%0%21.25%6/13/2023
JD.comJD.com (JD.US)
0.15%0%99.87%2/1/2025
AdobeAdobe (ADBE)
0.14%0%20.72%6/9/2023
AltriaAltria (MO)
0.13%0%32.93%9/12/2023
NVIDIANVIDIA (NVDA)
0.11%0%11.16%3/28/2023
StoneCoStoneCo (STNE)
0.08%0%29.88%2/1/2025
CitiCiti (C)
0.08%0%23.37%2/1/2025
CelaneseCelanese (CE)
0.06%0%21.78%2/1/2025
UPSUPS (UPS)
0.04%0%11.16%2/6/2024
Liberty MediaLiberty Media (LLYVK)
0.01%0%13.01%11/14/2023
Liberty MediaLiberty Media (LLYVA)
0.01%0%13.01%11/14/2023
MondelezMondelez (MDLZ)
0.01%0%3.98%2/1/2025
Floor & DecorFloor & Decor (FND)
0.01%0%2.92%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AppleApple (AAPL)
      		7.13%13.45%
      AlphabetAlphabet (GOOG)
      		3.27%7.96%
      MicrosoftMicrosoft (MSFT)
      		2.38%4.32%
      MetaMeta (META)
      		0.89%3.27%
      Bank of AmericaBank of America (BAC)
      		1.78%2.54%
      ShopifyShopify (SHOP)
      		2.97%2.34%
      Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
      		1.78%2.21%
      American ExpressAmerican Express (AXP)
      		1.19%2.16%
      DisneyDisney (DIS)
      		2.97%1.91%
      AlibabaAlibaba (BABA)
      		5.94%1.81%
      iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
      		1.19%1.59%
      BarrickBarrick (GOLD.BARRICK)
      		2.97%1.54%
      Invesco QQQInvesco QQQ (QQQ)
      		0.89%1.48%
      ChevronChevron (CVX)
      		1.19%1.08%
      CloudflareCloudflare (NET)
      		1.49%1.06%
      easyJeteasyJet (EZJ.L)
      		1.49%1.02%
      Coca-ColaCoca-Cola (KO)
      		0.89%0.98%
      RHRH (RH)
      		0.59%0.92%
      OccidentalOccidental (OXY)
      		1.19%0.92%
      CorsairCorsair (CRSR)
      		4.46%0.89%
      ElasticElastic (ESTC)
      		1.49%0.88%
      SnowflakeSnowflake (SNOW)
      		0.59%0.72%
      JFrogJFrog (FROG)
      		1.49%0.67%
      VerisignVerisign (VRSN)
      		0.59%0.63%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		0.59%0.53%
      Block Inc.Block Inc. (XYZ)
      		1.49%0.51%
      Kraft HeinzKraft Heinz (KHC)
      		0.59%0.5%
      T-MobileT-Mobile (TMUS)
      		0.3%0.49%
      Capital OneCapital One (COF)
      		0.3%0.48%
      AT&TAT&T (T)
      		0.3%0.46%
      GMGM (GM)
      		0.3%0.45%
      AllyAlly (ALLY)
      		0.3%0.42%
      Liberty Formula OneLiberty Formula One (FWONK)
      		0.3%0.41%
      KrogerKroger (KR)
      		0.3%0.39%
      US BancorpUS Bancorp (USB)
      		0.3%0.38%
      iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
      		0.3%0.36%
      iShares MSCI India ETFiShares MSCI India ETF (INDA)
      		0.3%0.35%
      AonAon (AON)
      		0.3%0.35%
      CitiCiti (C)
      		0.3%0.35%
      Match GroupMatch Group (MTCH)
      		1.49%0.33%
      HPHP (HPQ)
      		0.3%0.33%
      Realty IncomeRealty Income (O)
      		0.3%0.31%
      ParamountParamount (PARA)
      		0.59%0.31%
      CharterCharter (CHTR)
      		0.3%0.29%
      NikeNike (NKE)
      		0.59%0.29%
      Liberty Latin AmericaLiberty Latin America (LILA)
      		0.3%0.25%
      StoneCoStoneCo (STNE)
      		0.3%0.19%
      UnityUnity (U)
      		0.59%0.16%
      DouyuDouyu (DOYU)
      		1.49%0.16%
      Ballard PowerBallard Power (BLDP)
      		0.3%0.15%
      CelaneseCelanese (CE)
      		0.3%0.15%
      JD.comJD.com (JD.US)
      		0.3%0.13%

      Cash Exposure Over Time

      Cash Exposure % Over Time