cheryltom avatar

cheryltom
🇦🇪 Energy and Transportation Investor.
1 copier.

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
September 24, 2022
Lowest Cash
December 12, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
9 instruments
January 18, 2022
Least Diversified
0 instruments
September 24, 2022
Average
1.1 instruments

Most Consistent Holdings

Top 5

avatarV
7.99%
avatarNFLX
3.11%
avatarVMW
1.98%
avatarSHEL.L
1.77%
avatarNOVO-B.CO
1.7%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 12, 2023
Lowest Exposure
September 24, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
1.09%
Technology Services
0.7%
Consumer Durables
0.46%
Health Technology
0.42%
Other
0.3%

Top Countries

Top 5

🇺🇸United States
3.5%
🇬🇧United Kingdom
0.38%
🇨🇳China
0.2%
🇫🇷France
0.19%
🇩🇰Denmark
0.18%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
KeshavLohiyaKeshavLohiya
47.99%99.14%49.22%-
CPHequitiesCPHequities
16.76%0%16.76%9/22/2022
JORDENBOERJORDENBOER
5.18%0%6.01%7/11/2023
VisaVisa (V)
0.99%0%7.99%4/3/2024
NetflixNetflix (NFLX)
0.39%0%3.11%1/24/2024
MattelMattel (MAT)
0.35%0%0.92%7/24/2023
VMwareVMware (VMW)
0.22%0%1.98%12/20/2022
ShellShell (SHEL.L)
0.22%0%1.77%1/5/2024
PayPalPayPal (PYPL)
0.19%0%1.27%1/18/2022
LVMHLVMH (MC.PA)
0.19%0%1.56%1/2/2024
AlibabaAlibaba (BABA)
0.15%0%1.2%12/28/2023
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.15%0%1.7%1/4/2024
MetaMeta (META)
0.13%0%1.63%11/4/2022
PNM ResourcesPNM Resources (TXNM)
0.12%0%1.13%11/11/2022
Lloyd'sLloyd's (LLOY.L)
0.09%0%0.5%7/18/2023
GraingerGrainger (GWW)
0.09%0%0.78%10/31/2022
Marriott VacationsMarriott Vacations (VAC)
0.08%0%0.78%11/1/2022
PalantirPalantir (PLTR)
0.08%0%1.27%1/18/2022
DisneyDisney (DIS)
0.08%0%1.49%11/3/2022
Block Inc.Block Inc. (XYZ)
0.07%0%1.27%1/18/2022
Duke EnergyDuke Energy (DUK)
0.06%0%0.57%11/11/2022
Zimmer BiometZimmer Biomet (ZBH)
0.06%0%0.28%10/25/2022
AstraZenecaAstraZeneca (AZN)
0.06%0%1.27%1/18/2022
BioNTech SEBioNTech SE (BNTX)
0.06%0%0.5%11/7/2022
Reliance SteelReliance Steel (RS)
0.06%0%0.5%10/27/2022
CelaneseCelanese (CE)
0.05%0%0.5%11/2/2022
L3HarrisL3Harris (LHX)
0.05%0%0.42%10/25/2022
AppleApple (AAPL)
0.05%0%0.42%10/25/2022
Triton International LimitedTriton International Limited (TRTN)
0.05%0%0.21%10/20/2022
NioNio (NIO)
0.05%0%1.34%10/25/2022
CACICACI (CACI)
0.04%0%0.35%10/24/2022
NVIDIANVIDIA (NVDA)
0.04%0%0.35%11/8/2022
RivianRivian (RIVN)
0.04%0%1.27%1/18/2022
AlexandrePonsAlexandrePons
0.04%0%0.07%1/18/2022
KLAKLA (KLAC)
0.03%0%0.42%10/24/2022
Encore Wire CorporationEncore Wire Corporation (WIRE)
0.03%0%0.14%10/19/2022
TeleflexTeleflex (TFX)
0.03%0%0.14%10/19/2022
GlobantGlobant (GLOB)
0.03%0%0.14%11/9/2022
MedtronicMedtronic (MDT.US)
0.03%0%0.14%11/17/2022
Royal UnibrewRoyal Unibrew (RBREW.CO)
0.03%0%0.5%12/18/2023
Lowe'sLowe's (LOW)
0.02%0%0.21%11/10/2022
DanaosDanaos (DAC)
0.02%0%0.21%10/20/2022
Pacific BiosciencesPacific Biosciences (PACB)
0.02%0%0.14%12/13/2023
TeslaTesla (TSLA)
0.02%0%0.35%6/26/2023
TargetTarget (TGT)
0.02%0%0.14%11/9/2022
USD/MXNUSD/MXN (USDMXN)
0.02%0%0.07%11/2/2022
ZIMZIM (ZIM)
0.01%0%0.14%11/9/2022
UniperUniper (UN0.DE)
0.01%0%0.07%12/12/2023
LucidLucid (LCID)
0.01%0%0.07%10/25/2022
Arcturus TherapeuticsArcturus Therapeutics (ARCT)
0.01%0%0.07%10/18/2022
AlphabetAlphabet (GOOG)
0.01%0%0.07%10/27/2022
Jack HenryJack Henry (JKHY)
0.01%0%0.07%11/3/2022
CapriCapri (CPRI)
0.01%0%0.07%11/3/2022
TerniumTernium (TX)
0.01%0%0.07%10/27/2022
U-HaulU-Haul (UHAL)
0.01%0%0.07%11/3/2022
MosaicMosaic (MOS)
0.01%0%0.07%11/3/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
KeshavLohiyaKeshavLohiya
99.87%100.97%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments