davidsd avatar

davidsd
🇪🇸 Software and ETF Investor.
20 copiers.

Cash Allocation

Range

Highest Cash
January 9, 2022
Lowest Cash
January 22, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
33 instruments
January 19, 2022
Least Diversified
0 instruments
February 2, 2025
Average
24.9 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarGOOG
99.91%
avatarMSFT
99.91%
avatarAMZN
99.91%
avatarNVDA
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 22, 2022
Lowest Exposure
January 9, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
25.38%
Technology Services
24.95%
Retail Trade
19.35%
Electronic Technology
12.89%
Consumer Durables
4.62%

Top Countries

Top 5

🇺🇸United States
63.31%
🇨🇳China
2.27%
🇩🇪Germany
2.14%
🇨🇦Canada
1.27%
🇱🇺Luxembourg
0.08%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
17.12%0%99.91%2/1/2025
AlphabetAlphabet (GOOG)
9.75%0%99.91%2/1/2025
NVIDIANVIDIA (NVDA)
7.28%0%99.91%2/1/2025
iShares Edge MSCI USA MomentumiShares Edge MSCI USA Momentum (MTUM)
5.89%0%99.91%2/1/2025
MetaMeta (META)
4.57%0%88.23%9/25/2024
AppleApple (AAPL)
4.3%0%99.91%2/1/2025
SPDR GoldSPDR Gold (GLD)
4.01%0%99.91%2/1/2025
MicrosoftMicrosoft (MSFT)
3.92%0%99.91%2/1/2025
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
3.45%0%99.91%2/1/2025
TeslaTesla (TSLA)
2.57%0%92.43%11/11/2024
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
2.56%0%97.54%1/6/2025
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
2.54%0%99.91%2/1/2025
BitcoinBitcoin (BTC)
2.49%0%99.91%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
2.49%0%44.53%2/1/2025
Palo Alto NetworksPalo Alto Networks (PANW)
2.42%0%46.35%2/1/2025
AlibabaAlibaba (BABA)
2.23%0%59.76%11/16/2023
PorschePorsche (P911.DE)
2.05%0%54.93%6/19/2024
SnowflakeSnowflake (SNOW)
1.86%0%55.93%2/1/2025
iShares Silver TrustiShares Silver Trust (SLV)
1.61%0%99.91%2/1/2025
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
1.32%0%11.68%2/1/2025
First Trust Cloud ComputingFirst Trust Cloud Computing (SKYY)
1.28%0%82.39%7/23/2024
ShopifyShopify (SHOP)
1.27%0%60.49%11/24/2023
Genuine PartsGenuine Parts (GPC)
1.25%0%26.92%11/25/2022
EmersonEmerson (EMR)
1.23%0%51.82%9/5/2023
Thermo FisherThermo Fisher (TMO)
1.15%0%63.05%12/22/2023
SolanaSolana (SOL)
1.14%0%22.63%2/1/2025
DisneyDisney (DIS)
1.05%0%56.48%10/11/2023
PfizerPfizer (PFE)
0.95%0%60.49%11/24/2023
PayPalPayPal (PYPL)
0.76%0%57.12%10/18/2023
ChainlinkChainlink (LINK)
0.55%0%40.33%2/1/2025
DaVitaDaVita (DVA)
0.5%0%46.08%6/15/2023
Regal RexnordRegal Rexnord (RRX)
0.37%0%16.79%9/5/2023
DatadogDatadog (DDOG)
0.35%0%13.41%6/26/2023
VisaVisa (V)
0.35%0%14.42%6/8/2022
Rubrik IncRubrik Inc (RBRK)
0.33%0%13.23%11/13/2024
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.32%0%15.15%10/7/2022
RingCentralRingCentral (RNG)
0.3%0%22.9%10/18/2023
Discovery IncDiscovery Inc (DISCA)
0.29%0%9.22%4/12/2022
EOG ResourcesEOG Resources (EOG)
0.19%0%14.42%6/8/2022
iShares 5-10 Year Investment Grade Corporate Bond ETFiShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB)
0.18%0%10.04%12/11/2024
PelotonPeloton (PTON)
0.16%0%20.89%10/7/2022
NextEraNextEra (NEE)
0.13%0%9.31%9/28/2023
CosmosCosmos (ATOM)
0.1%0%23.45%10/7/2022
BayerBayer (BAYN.DE)
0.09%0%8.85%9/5/2023
SpotifySpotify (SPOT)
0.08%0%7.57%1/11/2023
C3.aiC3.ai (AI)
0.08%0%17.79%5/31/2024
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.05%0%1.64%1/18/2022
Polygon Ecosystem (ex Matic)Polygon Ecosystem (ex Matic) (POL)
0.05%0%2.28%2/7/2022
BYD ElectronicBYD Electronic (00285.HK)
0.04%0%18.43%12/22/2023
Plug PowerPlug Power (PLUG)
0.04%0%8.76%11/1/2023
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.02%0%4.47%3/7/2022
CrowdstrikeCrowdstrike (CRWD)
0.02%0%1.73%1/19/2022
EthereumEthereum (ETH)
0.01%0%0.73%1/8/2022
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.01%0%1.82%2/7/2022
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0%0%0.09%3/8/2022
FlareFlare (FLR)
0%0%8.39%6/3/2023
SongbirdSongbird (SGB)
0%0%0%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AmazonAmazon (AMZN)
      		15.27%16.72%
      iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
      		23.16%14.82%
      NVIDIANVIDIA (NVDA)
      		5.99%13.04%
      AlphabetAlphabet (GOOG)
      		8.88%9.12%
      SolanaSolana (SOL)
      		7.83%6.76%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		7.51%6.22%
      BitcoinBitcoin (BTC)
      		1.56%4.33%
      MicrosoftMicrosoft (MSFT)
      		4.59%4.31%
      iShares Edge MSCI USA MomentumiShares Edge MSCI USA Momentum (MTUM)
      		4.16%4.13%
      AppleApple (AAPL)
      		2.86%3.75%
      Palo Alto NetworksPalo Alto Networks (PANW)
      		3.64%3.63%
      SPDR GoldSPDR Gold (GLD)
      		2.85%2.78%
      Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
      		1.85%2.41%
      SnowflakeSnowflake (SNOW)
      		3.54%2.05%
      ChainlinkChainlink (LINK)
      		1.78%1.97%
      Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
      		1.77%1.51%
      The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
      		1.54%1.37%
      iShares Silver TrustiShares Silver Trust (SLV)
      		1.13%1.02%

      Cash Exposure Over Time

      Cash Exposure % Over Time