dhanpreet452 avatar

dhanpreet452
🇨🇴 Media Services, Indices, and Energy Investor.
4 copiers.

Cash Allocation

Range

Highest Cash
April 29, 2022
Lowest Cash
November 3, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
October 13, 2023
Least Diversified
0 instruments
April 29, 2022
Average
4.2 instruments

Most Consistent Holdings

Top 5

avatarBRK.B
56%
avatarBAC
55.82%
avatarTRU
29%
avatarBIIB
18%
avatarPBR.A
17.18%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 3, 2023
Lowest Exposure
April 29, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Commercial Services
18.68%
Indexes
3.46%
Finance
2.33%
Consumer Durables
2.31%
Energy Minerals
1.78%

Top Countries

Top 5

🇺🇸United States
24.32%
🇬🇧United Kingdom
1.76%
🇮🇪Ireland
1.73%
🇧🇷Brazil
1.67%
🇨🇦Canada
0.77%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TransUnionTransUnion (TRU)
16.92%0%29%7/25/2024
TeslaTesla (TSLA)
2.04%0%7.36%3/23/2022
WiseWise (WISE.L)
1.76%0%15.18%1/13/2025
RyanairRyanair (RYAAY)
1.73%0%14.91%1/13/2025
PetrobrasPetrobras (PBR.A)
1.67%0%17.18%2/1/2025
BiogenBiogen (BIIB)
1.4%0%18%4/12/2024
JPN225 Index (Non Expiry)JPN225 Index (Non Expiry) (JPN225)
1.28%0%16.55%2/1/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
1.14%0%10.55%1/30/2025
USD/COPUSD/COP (USDCOP)
0.88%0%12.82%10/23/2024
BarrickBarrick (GOLD.BARRICK)
0.77%0%6%3/8/2022
VestaVesta (VTMX)
0.72%0%16.64%2/1/2025
OlivierDanvelOlivierDanvel
0.56%0%9.09%4/11/2022
US Dollar Index (Non Expiry)US Dollar Index (Non Expiry) (USDOLLAR)
0.53%0%9.27%3/1/2023
MercadoLibreMercadoLibre (MELI)
0.52%0%6.36%5/25/2023
CoinbaseCoinbase (COIN)
0.51%0%10.64%4/28/2022
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
0.49%0%1.91%6/16/2023
Bank of AmericaBank of America (BAC)
0.47%0%55.82%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.42%0%56%2/1/2025
Smahmood006Smahmood006
0.4%0%2.82%4/14/2022
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.36%0%2.91%8/13/2024
AlibabaAlibaba (BABA)
0.35%0%10.64%4/28/2022
AUS200 Index (Non Expiry)AUS200 Index (Non Expiry) (AUS200)
0.3%0%2.18%2/24/2023
VerizonVerizon (VZ)
0.29%0%8.64%10/24/2023
EUR/USDEUR/USD (EURUSD)
0.29%0%6.73%8/23/2024
Nifty 50 IndexNifty 50 Index (NIFTY50)
0.26%0%4.64%9/30/2022
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.23%0%1.55%7/25/2022
NioNio (NIO)
0.21%0%10.64%4/28/2022
Lamb WestonLamb Weston (LW)
0.21%0%4.18%11/27/2023
Capital OneCapital One (COF)
0.2%0%1.91%9/6/2023
Match GroupMatch Group (MTCH)
0.19%0%6.82%9/27/2023
GeneracGenerac (GNRC)
0.18%0%3%11/14/2023
AUD/USDAUD/USD (AUDUSD)
0.18%0%4%2/1/2025
EtsyEtsy (ETSY)
0.18%0%2%9/7/2023
MohawkMohawk (MHK)
0.17%0%3.09%11/15/2023
ConAgraConAgra (CAG)
0.16%0%4.36%8/15/2023
ModernaModerna (MRNA)
0.15%0%2.36%9/22/2023
SeagateSeagate (STX.US)
0.14%0%2.64%10/11/2023
HKG50 Index (Non Expiry)HKG50 Index (Non Expiry) (HKG50)
0.13%0%2.18%2/24/2023
Newell BrandsNewell Brands (NWL)
0.11%0%2.55%9/25/2023
RegeneronRegeneron (REGN)
0.08%0%3.73%8/10/2023
CF IndustriesCF Industries (CF)
0.08%0%0.55%6/21/2023
MetaMeta (META)
0.06%0%0.64%4/28/2022
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.06%0%1.09%1/6/2023
GBP/USDGBP/USD (GBPUSD)
0.06%0%2%11/3/2023
APAAPA (APA)
0.06%0%1.09%10/16/2023
Monolithic PowerMonolithic Power (MPWR)
0.05%0%0.91%9/21/2023
D.R. HortonD.R. Horton (DHI)
0.05%0%0.64%9/1/2023
UK100 Index (Non Expiry)UK100 Index (Non Expiry) (UK100)
0.05%0%0.91%10/12/2022
TwitterTwitter (TWTR)
0.04%0%0.64%10/13/2022
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.04%0%1.73%7/5/2022
Block Inc.Block Inc. (XYZ)
0.04%0%0.27%3/27/2023
Silver (Non Expiry)Silver (Non Expiry) (SILVER)
0.03%0%0.64%5/17/2022
DiamondbackDiamondback (FANG)
0.03%0%0.55%10/10/2023
VF CorpVF Corp (VFC)
0.03%0%0.45%10/17/2023
XRPXRP (XRP)
0.02%0%0.09%7/14/2023
RelianceReliance (RIGD.L)
0.02%0%0.45%2/1/2025
KLAKLA (KLAC)
0.02%0%0.55%7/17/2023
LumenLumen (LUMN)
0.01%0%0.36%7/21/2023
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0.01%0%0.09%5/10/2022
VornadoVornado (VNO)
0.01%0%0.36%6/30/2023
NetflixNetflix (NFLX)
0.01%0%0.18%4/28/2022
SupermicroSupermicro (SMCI)
0.01%0%0.09%8/28/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      WiseWise (WISE.L)
      		10.41%15.7%
      RyanairRyanair (RYAAY)
      		10.56%11.62%
      PetrobrasPetrobras (PBR.A)
      		10.41%9.23%
      JPN225 Index (Non Expiry)JPN225 Index (Non Expiry) (JPN225)
      		10.95%7.59%
      AUD/USDAUD/USD (AUDUSD)
      		5.48%4.97%
      VestaVesta (VTMX)
      		4.86%4.41%
      Bank of AmericaBank of America (BAC)
      		0.61%0.94%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		0.57%0.77%

      Cash Exposure Over Time

      Cash Exposure % Over Time