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balboa41
🇩🇴 Value Software, Tech, and Financial Services Investor.
1 copier.

Holdings over time

(Since November 12, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
aar0ntwaar0ntw
23.02%15.39%99.71%-
echungsam_traderechungsam_trader
13.46%5.49%96.8%-
BigTechBigTech
4.64%3.79%85.76%-
NVIDIANVIDIA (NVDA)
4.55%9.95%71.51%-
AI-RevolutionAI-Revolution
3.7%3.28%85.76%-
ActiveTradersActiveTraders
3.42%0%18.31%5/8/2024
triangulacapitaltriangulacapital
3.39%2.85%54.07%-
The-ChameleonThe-Chameleon
2.99%2.99%73.55%-
Cfranklin89Cfranklin89
2.68%2.76%80.23%-
Magnificent-7Magnificent-7
2.65%2.11%75.87%-
thomaspjthomaspj
2.53%2.98%73.84%-
CyberSecurityCyberSecurity
2.48%1.5%85.76%-
CloudComputingCloudComputing
2.09%0%36.92%5/9/2024
GE VernovaGE Vernova (GEV)
1.92%4.23%58.14%-
AppleApple (AAPL)
1.88%3.73%48.26%-
MetaMeta (META)
1.74%3.54%48.26%-
MicrosoftMicrosoft (MSFT)
1.58%2.82%57.56%-
AmitKupAmitKup
1.29%0%13.95%3/4/2024
freehaha988freehaha988
1.12%0%56.98%9/25/2024
AmazonAmazon (AMZN)
1.09%1.91%51.45%-
Eli LillyEli Lilly (LLY)
1.05%1.68%56.4%-
Novo-NordiskNovo-Nordisk (NVO)
1%1.34%56.4%-
Napoleon-XNapoleon-X
0.88%0%31.1%6/17/2024
JPMorganJPMorgan (JPM)
0.85%1.67%48.26%-
AlphabetAlphabet (GOOG)
0.85%1.38%51.45%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.85%1.65%48.26%-
BroadcomBroadcom (AVGO)
0.74%1.66%47.97%-
UtilitiesUtilities
0.65%3.1%22.09%-
GEGE (GE)
0.62%1.12%50.58%-
AMDAMD (AMD)
0.6%0.57%48.55%-
TeslaTesla (TSLA)
0.51%1.2%37.79%-
EthereumEthereum (ETH)
0.48%0%12.21%4/8/2024
PalantirPalantir (PLTR)
0.4%1.35%37.79%-
KB FinancialKB Financial (KB)
0.38%1.03%36.34%-
InTheGameInTheGame
0.36%0%3.78%1/11/2024
WalmartWalmart (WMT)
0.34%0.88%37.79%-
NextEraNextEra (NEE)
0.32%0.65%46.51%-
Bank of AmericaBank of America (BAC)
0.32%0.63%46.51%-
MastercardMastercard (MA)
0.31%0.84%37.79%-
ARMARM (ARM)
0.31%0.81%37.79%-
CostcoCostco (COST)
0.31%0.75%37.79%-
SupermicroSupermicro (SMCI)
0.3%0%37.79%9/18/2024
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.3%0.73%36.63%-
ExxonMobilExxonMobil (XOM)
0.3%0.59%46.51%-
VisaVisa (V)
0.3%0.76%37.79%-
Invesco QQQInvesco QQQ (QQQ)
0.29%0.74%36.63%-
KeshavLohiyaKeshavLohiya
0.29%0%16.28%6/26/2024
TSMCTSMC (TSM)
0.28%0.81%36.34%-
GoldWorldWideGoldWorldWide
0.28%1.58%18.02%-
Diabetes-MedDiabetes-Med
0.26%0%7.27%3/4/2024
urosv4urosv4
0.23%0%1.16%11/28/2023
Harmony GoldHarmony Gold (HMY)
0.23%0.76%33.43%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.22%0.75%28.2%-
ProgressiveProgressive (PGR)
0.21%0.55%36.63%-
ioatriioatri
0.21%0%2.33%2/1/2024
QualcommQualcomm (QCOM)
0.2%0.51%34.01%-
ASMLASML (ASML)
0.2%0%26.74%9/18/2024
CyberArkCyberArk (CYBR)
0.19%0.63%29.36%-
mischellkamischellka
0.17%0%2.33%1/16/2024
MicronMicron (MU)
0.16%0%24.13%9/18/2024
DellDell (DELL)
0.14%0%25.87%9/18/2024
DividendGrowthDividendGrowth
0.13%0%3.2%1/24/2024
DoctorginoDoctorgino
0.09%0%3.2%3/4/2024
A2zCapitalA2zCapital
0.01%0%0.58%4/22/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      aar0ntwaar0ntw
      35.82%36.8%
      echungsam_traderechungsam_trader
      28.22%28.22%
      InTheGameInTheGame
      12.1%11.75%
      BigTechBigTech
      11.93%11.61%
      AI-RevolutionAI-Revolution
      5.97%5.81%
      CyberSecurityCyberSecurity
      5.97%5.81%