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balcar
🇨🇿 Investor.

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
February 16, 2023
Lowest Cash
July 13, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
February 21, 2025
Least Diversified
0 instruments
February 2, 2025
Average
8.7 instruments

Most Consistent Holdings

Top 5

avatarOIL
92.91%
avatarPGR
87.34%
avatarMC.PA
80.38%
avatarBFLY
67.72%
avatarTSLA
65.95%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 13, 2023
Lowest Exposure
February 16, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Commodities
25.54%
Health Technology
16.24%
Finance
15.86%
Consumer Durables
13.58%
Technology Services
5.87%

Top Countries

Top 5

🇺🇸United States
54.97%
🇫🇷France
5.73%
🇨🇳China
1.7%
🇮🇱Israel
0.12%
🇬🇧United Kingdom
0.12%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Oil (Non Expiry)Oil (Non Expiry) (OIL)
25.54%3.78%92.91%-
ButterflyButterfly (BFLY)
15.87%0%67.72%11/21/2024
TeslaTesla (TSLA)
11.31%12.83%65.95%-
ProgressiveProgressive (PGR)
9.97%12.58%87.34%-
American ExpressAmerican Express (AXP)
5.89%11.5%47.09%-
LVMHLVMH (MC.PA)
5.73%4%80.38%-
NetflixNetflix (NFLX)
4.31%11.6%47.34%-
Magnificent-7Magnificent-7
2.89%4.52%48.35%-
NVIDIANVIDIA (NVDA)
2.84%11.38%36.58%-
JPN225 Index (Non Expiry)JPN225 Index (Non Expiry) (JPN225)
2.13%4.98%40.25%-
BuybacksBuybacks
2.02%5.83%39.24%-
NioNio (NIO)
1.7%0%24.68%9/5/2024
MicronMicron (MU)
1.32%3.46%31.9%-
Stitch FixStitch Fix (SFIX)
0.53%0%11.52%5/14/2024
3D Systems3D Systems (DDD)
0.52%1.82%20.13%-
RokuRoku (ROKU)
0.5%0%14.3%6/27/2024
MicrosoftMicrosoft (MSFT)
0.41%2.78%11.14%-
MetaMeta (META)
0.38%2.97%8.35%-
AlphabetAlphabet (GOOG)
0.16%0%1.77%4/19/2023
ModernaModerna (MRNA)
0.13%0%4.94%11/30/2023
VBI VaccinesVBI Vaccines (VBIVQ)
0.12%0%6.2%1/12/2024
SolarEdgeSolarEdge (SEDG)
0.12%0%7.22%11/7/2024
CarnivalCarnival (CCL.L)
0.12%0%1.9%4/19/2023
NEXTrackerNEXTracker (NXT.US)
0.11%0%1.14%3/22/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.1%0%7.85%9/11/2024
SorrentoSorrento (SRNE)
0.09%0%3.42%12/21/2023
Array TechnologiesArray Technologies (ARRY)
0.08%0%4.18%11/12/2024
JORDENBOERJORDENBOER
0.08%0%1.27%4/12/2023
CanooCanoo (GOEVQ)
0.08%0%0.76%3/29/2023
SupermicroSupermicro (SMCI)
0.07%0%1.77%3/19/2024
TSMCTSMC (TSM)
0.06%0.98%5.32%-
Digital TurbineDigital Turbine (APPS)
0.05%0%1.52%2/20/2024
AthersysAthersys (ATHXQ)
0.04%0%4.18%1/22/2024
EntegrisEntegris (ENTG)
0.04%0.74%5.19%-
Moody'sMoody's (MCO)
0.03%0.93%3.42%-
EvolutionEvolution (EVO.ST)
0.03%1.66%2.66%-
HTG Molecular Diagnostics IncHTG Molecular Diagnostics Inc (HTGMQ)
0.03%0%1.14%4/12/2023
HEXO CorpHEXO Corp (HEXO)
0.03%0%0.63%4/17/2023
ASMLASML (ASML)
0.03%0.53%5.06%-
VisaVisa (V)
0.02%0.72%4.43%-
MastercardMastercard (MA)
0.02%0.39%4.81%-
difamandifaman
0.02%0%0.38%4/5/2023
Venture Global IncVenture Global Inc (VG)
0.02%0%1.77%2/12/2025
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0.02%0%1.39%1/31/2025
Almonty Industries IncAlmonty Industries Inc (ALI.DE)
0.02%0%3.29%3/5/2025
thomasJohn21994thomasJohn21994
0.01%0%0.89%10/17/2024
Cano Health Inc.Cano Health Inc. (CANOQ)
0.01%0%0.38%4/6/2023
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.01%0%0.51%5/23/2024
AMDAMD (AMD)
0.01%0%0.89%12/28/2023
DocuSignDocuSign (DOCU)
0.01%0%0.38%12/4/2023
Procter & GambleProcter & Gamble (PG)
0.01%0%0.63%1/27/2025
AppleApple (AAPL)
0.01%0%0.76%1/22/2025
Heska CorporationHeska Corporation (HSKA)
0%0%0.13%4/4/2023
STMicroelectronicsSTMicroelectronics (STMMI.MI)
0%0%0.51%2/24/2025
MicroStrategyMicroStrategy (MSTR)
0%0%0.51%1/21/2025
StarbucksStarbucks (SBUX)
0%0%0.13%2/8/2024

Exposure over time

Exposure by Sector

  • Commodities
  • Health Technology
  • Finance
  • Consumer Durables
  • Technology Services
  • Consumer Non Durables
  • Other

Exposure by Country

  • United States
  • France
  • China
  • Israel
  • United Kingdom
  • Taiwan
  • Other

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
TeslaTesla (TSLA)
5.51%25.98%
Oil (Non Expiry)Oil (Non Expiry) (OIL)
34.6%20%
American ExpressAmerican Express (AXP)
9.06%11.42%
NetflixNetflix (NFLX)
6.81%9.52%
LVMHLVMH (MC.PA)
14.76%6.72%
NVIDIANVIDIA (NVDA)
4.88%6.39%
JPN225 Index (Non Expiry)JPN225 Index (Non Expiry) (JPN225)
2.54%5.34%
ProgressiveProgressive (PGR)
2.51%4.2%
Magnificent-7Magnificent-7
6.31%3.97%
BuybacksBuybacks
7.11%3.3%
3D Systems3D Systems (DDD)
3.85%2.51%
MicronMicron (MU)
5.38%2.15%

Cash Exposure Over Time

Cash Exposure % Over Time