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danifel13
🇦🇺 Growth Software and ETF Investor.
62 copiers.

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 3, 2024
Lowest Cash
April 22, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
25 instruments
February 22, 2025
Least Diversified
2 instruments
April 22, 2023
Average
16.8 instruments

Most Consistent Holdings

Top 5

avatarMSFT
100%
avatarAAPL
99.65%
avatarJPM
98.84%
avatarQQQ
98.03%
avatarAXP
97.68%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 22, 2023
Lowest Exposure
September 3, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
28.85%
Finance
20.45%
Electronic Technology
17.4%
Technology Services
14.56%
Cryptocurrencies
5.14%

Top Countries

Top 5

🇺🇸United States
61.41%
🇰🇾Cayman Islands
2.88%
🇫🇷France
0.63%
🇨🇦Canada
0.3%
🇨🇳China
0.25%

Holdings over time

(Since April 22, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
11.46%7.99%94.44%-
MicrosoftMicrosoft (MSFT)
9.77%9.73%100%-
NVIDIANVIDIA (NVDA)
9.06%11.69%90.27%-
AppleApple (AAPL)
8.34%4.56%99.65%-
Invesco QQQInvesco QQQ (QQQ)
7.75%2.33%98.03%-
American ExpressAmerican Express (AXP)
6.14%2.81%97.68%-
BitcoinBitcoin (BTC)
4.86%2.74%91.19%-
Bank of AmericaBank of America (BAC)
4.74%2.03%97.68%-
JPMorganJPMorgan (JPM)
4.11%1.87%98.84%-
AlphabetAlphabet (GOOG)
3.8%13.71%42.29%-
AT&TAT&T (T)
3.7%0%56.89%9/9/2024
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
3.65%0%52.26%8/7/2024
AmazonAmazon (AMZN)
3.58%9.16%42.64%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
3.23%0%54.23%8/7/2024
NuNu (NU)
2.88%4.25%64.08%-
Coca-ColaCoca-Cola (KO)
2.17%0%57.71%9/9/2024
VisaVisa (V)
1.63%2.76%41.95%-
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
1.3%2.19%42.64%-
MerckMerck (MRK)
1.05%4.08%23.06%-
CrowdstrikeCrowdstrike (CRWD)
0.99%1.64%42.29%-
MastercardMastercard (MA)
0.96%3.88%23.75%-
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
0.85%1.45%41.95%-
NikeNike (NKE)
0.79%3.01%26.3%-
LVMHLVMH (MC.PA)
0.63%0%30.01%6/10/2025
Vulcan MaterialsVulcan Materials (VMC)
0.31%1.05%26.3%-
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
0.3%0.62%40.09%-
VanEck Vectors Gold Miners ETFVanEck Vectors Gold Miners ETF (GDX)
0.3%0%14.83%1/21/2025
LululemonLululemon (LULU)
0.3%2.46%10.08%-
EthereumEthereum (ETH)
0.29%0.84%34.99%-
UnitedHealthUnitedHealth (UNH)
0.28%0.86%22.71%-
AlibabaAlibaba (BABA)
0.25%0.94%24.33%-
iShares Gold TrustiShares Gold Trust (IAU)
0.01%0%1.16%9/26/2024
MicronMicron (MU)
0%0%0.12%9/27/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
14.53%14.11%
NVIDIANVIDIA (NVDA)
7.96%11.45%
AppleApple (AAPL)
10.24%9.65%
AmazonAmazon (AMZN)
8.77%8.09%
MicrosoftMicrosoft (MSFT)
7.65%7.03%
AlphabetAlphabet (GOOG)
6.56%6.06%
American ExpressAmerican Express (AXP)
3.61%5.09%
VisaVisa (V)
5.88%5.04%
BitcoinBitcoin (BTC)
2.01%4.62%
Invesco QQQInvesco QQQ (QQQ)
3.64%4.17%
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
4.6%3.69%
Bank of AmericaBank of America (BAC)
2.95%3.56%
NuNu (NU)
5%3.31%
JPMorganJPMorgan (JPM)
2.34%2.99%
CrowdstrikeCrowdstrike (CRWD)
2.62%2.75%
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
3.35%2.39%
LVMHLVMH (MC.PA)
2.46%1.94%
VanEck Vectors Gold Miners ETFVanEck Vectors Gold Miners ETF (GDX)
2.66%1.71%
EthereumEthereum (ETH)
1.64%1.31%
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
1.31%1%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments