aledan007 avatar

aledan007
🇷🇴 Software and Tech Investor.
1 copier.

Cash Allocation

Range

Highest Cash
January 1, 2022
Lowest Cash
December 6, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
41 instruments
February 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
16.9 instruments

Most Consistent Holdings

Top 5

avatarNIO
99.91%
avatarAMZN
68.34%
avatarSPY
50%
avatarG
50%
avatarTSLA
48.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 6, 2023
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
35.77%
Technology Services
15.65%
Electronic Technology
12.58%
Consumer Durables
9.39%
Producer Manufacturing
5.09%

Top Countries

Top 5

🇺🇸United States
36.21%
🇨🇳China
11.64%
🇮🇱Israel
2.79%
🇧🇲Bermuda
0.92%
🇹🇼Taiwan
0.68%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
18.1%0%50%8/22/2023
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
14.96%0%48.72%8/23/2023
NioNio (NIO)
5.9%0%99.91%2/1/2025
BYDBYD (01211.HK)
4.12%0%39.14%2/1/2025
AppleApple (AAPL)
3.98%0%47.72%2/1/2025
AmazonAmazon (AMZN)
2.94%0%68.34%2/1/2025
MobileyeMobileye (MBLY)
2.79%0%35.68%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
2.45%0%9.76%5/12/2022
FedExFedEx (FDX)
2.39%0%37.04%2/1/2025
AlphabetAlphabet (GOOGL)
1.94%0%47.72%2/1/2025
TeslaTesla (TSLA)
1.89%0%48.91%2/1/2025
NVIDIANVIDIA (NVDA)
1.84%0%48.91%2/1/2025
SynapticsSynaptics (SYNA)
1.74%0%41.51%2/1/2025
NVIDIANVIDIA (NVDA.EXT)
1.55%0%28.74%10/4/2024
PaycomPaycom (PAYC)
1.53%0%41.42%2/1/2025
SemtechSemtech (SMTC)
1.53%0%17.43%4/29/2024
AlphabetAlphabet (GOOG)
1.45%0%33.21%2/1/2025
HubSpotHubSpot (HUBS)
1.41%0%18.16%2/23/2024
AOSAOS (AOSL)
1.16%0%40.97%2/1/2025
TellurianTellurian (TELL)
1.04%0%27.37%10/10/2024
AlibabaAlibaba (BABA)
0.93%0%2.83%1/31/2022
GenpactGenpact (G)
0.92%0%50%2/1/2025
NikolaNikola (NKLA)
0.91%0%38.23%2/1/2025
FortinetFortinet (FTNT)
0.84%0%25.18%8/7/2024
BoxBox (BOX)
0.81%0%46.9%2/1/2025
EAEA (EA)
0.77%0%46.99%2/1/2025
Li AutoLi Auto (LI)
0.69%0%46.81%2/1/2025
TSMCTSMC (TSM)
0.68%0%14.87%2/1/2025
CommScopeCommScope (COMM)
0.67%0%26.09%8/13/2024
AsanaAsana (ASAN)
0.65%0%38.23%2/1/2025
SoFiSoFi (SOFI)
0.64%0%35.68%2/1/2025
SpotifySpotify (SPOT)
0.6%0%8.12%10/26/2023
ServiceNowServiceNow (NOW)
0.54%0%47.45%2/1/2025
HalliburtonHalliburton (HAL)
0.54%0%32.03%2/1/2025
EUR/USDEUR/USD (EURUSD)
0.52%0%5.75%1/23/2024
NOVNOV (NOV)
0.51%0%32.03%2/1/2025
CiscoCisco (CSCO)
0.5%0%32.03%2/1/2025
ParrotParrot (PARRO.PA)
0.48%0%33.76%2/1/2025
CrowdstrikeCrowdstrike (CRWD)
0.48%0%17.88%2/1/2025
AMDAMD (AMD)
0.48%0%10.04%2/1/2025
FoxFox (FOXF)
0.47%0%15.24%4/19/2024
MicrosoftMicrosoft (MSFT)
0.46%0%7.85%10/25/2023
HumanaHumana (HUM)
0.45%0%32.03%2/1/2025
USD/PLNUSD/PLN (USDPLN)
0.4%0%2.65%11/3/2023
UdemyUdemy (UDMY)
0.38%0%33.3%2/1/2025
AYROAYRO (AYRO)
0.36%0%46.44%2/1/2025
MetaMeta (META)
0.34%0%18.07%2/23/2024
AMCAMC (AMC)
0.31%0%2.19%10/6/2023
JPMorgan BetaBuilders Japan ETFJPMorgan BetaBuilders Japan ETF (BBJP)
0.26%0%13.41%5/16/2024
JD SportsJD Sports (JD.L)
0.23%0%12.96%5/31/2024
Proterra IncProterra Inc (PTRAQ)
0.2%0%10.86%4/5/2024
GBP/USDGBP/USD (GBPUSD)
0.19%0%1.09%10/5/2023
CiscoCisco (CSCO.EXT)
0.17%0%21.35%10/7/2024
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.15%0%0.82%10/30/2023
NZD/USDNZD/USD (NZDUSD)
0.15%0%1.28%10/26/2023
AlstomAlstom (ALO.PA)
0.13%0%1.92%10/26/2023
GBP/ILSGBP/ILS (GBPILS)
0.12%0%1.09%10/5/2023
Singapore Index (Non Expiry)Singapore Index (Non Expiry) (SGX)
0.1%0%3.38%12/28/2023
Shift Technologies Inc Class AShift Technologies Inc Class A (SFTGQ)
0.08%0%12.86%9/9/2024
GBP/CADGBP/CAD (GBPCAD)
0.06%0%1%10/10/2023
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.06%0%0.73%8/24/2023
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.04%0%0.91%3/6/2024
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
0.03%0%0.46%9/1/2023
EUR/NZDEUR/NZD (EURNZD)
0.03%0%0.64%10/12/2023
Verve TherapeuticsVerve Therapeutics (VERV)
0.02%0%0.09%11/8/2022
USD/SEKUSD/SEK (USDSEK)
0.02%0%0.36%10/9/2023
USD/HUFUSD/HUF (USDHUF)
0.01%0%0.18%10/12/2023
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.01%0%0.46%10/27/2023
EUR/PLNEUR/PLN (EURPLN)
0.01%0%0.09%9/21/2023
GBP/JPYGBP/JPY (GBPJPY)
0.01%0%0.09%9/22/2023
AUD/JPYAUD/JPY (AUDJPY)
0.01%0%0.09%9/22/2023
EUR/GBPEUR/GBP (EURGBP)
0.01%0%0.36%1/30/2024
EUR/CHFEUR/CHF (EURCHF)
0.01%0%0.09%10/10/2023
USD/NOKUSD/NOK (USDNOK)
0%0%0.09%10/13/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      BYDBYD (01211.HK)
      		11.57%13.63%
      MobileyeMobileye (MBLY)
      		11.36%9.96%
      AppleApple (AAPL)
      		5.21%6.93%
      AlphabetAlphabet (GOOG)
      		5.22%6%
      TeslaTesla (TSLA)
      		3.38%5.95%
      FedExFedEx (FDX)
      		5.6%5.94%
      TSMCTSMC (TSM)
      		4.71%4.92%
      AMDAMD (AMD)
      		6.36%4.48%
      AlphabetAlphabet (GOOGL)
      		2.96%4.01%
      CrowdstrikeCrowdstrike (CRWD)
      		3.55%3.92%
      SynapticsSynaptics (SYNA)
      		4.01%3.87%
      NVIDIANVIDIA (NVDA)
      		1.22%3.42%
      PaycomPaycom (PAYC)
      		2.46%3.11%
      AOSAOS (AOSL)
      		1.7%2.68%
      SoFiSoFi (SOFI)
      		1.48%2.57%
      Li AutoLi Auto (LI)
      		3.38%2.53%
      AsanaAsana (ASAN)
      		1.85%1.8%
      CiscoCisco (CSCO)
      		1.43%1.58%
      ParrotParrot (PARRO.PA)
      		1.61%1.48%
      HalliburtonHalliburton (HAL)
      		1.64%1.21%
      BoxBox (BOX)
      		1.11%1.19%
      NOVNOV (NOV)
      		1.48%1.16%
      EAEA (EA)
      		0.93%1.05%
      AmazonAmazon (AMZN)
      		0.65%0.98%
      AYROAYRO (AYRO)
      		1.93%0.95%
      ServiceNowServiceNow (NOW)
      		0.53%0.95%
      HumanaHumana (HUM)
      		1.48%0.95%
      UdemyUdemy (UDMY)
      		1.62%0.9%
      GenpactGenpact (G)
      		0.81%0.85%
      NioNio (NIO)
      		2.22%0.63%
      NikolaNikola (NKLA)
      		5.6%0.32%
      Shift Technologies Inc Class AShift Technologies Inc Class A (SFTGQ)
      		0.89%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time