eduardo901023 avatar

eduardo901023
🇧🇬 Software Investor.
1 copier.

Cash Allocation

Range

Highest Cash
March 28, 2023
Lowest Cash
March 29, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
16 instruments
January 4, 2024
Least Diversified
0 instruments
March 28, 2023
Average
14.4 instruments

Most Consistent Holdings

Top 5

avatarKO
99.7%
avatarMOH
98.66%
avatarTSLA
98.36%
avatarDIS
96.87%
avatarAMD
96.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 29, 2023
Lowest Exposure
March 28, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
26.93%
Retail Trade
13.93%
Commercial Services
10.52%
Health Technology
7.44%
Electronic Technology
7.05%

Top Countries

Top 5

🇺🇸United States
80.02%
🇱🇺Luxembourg
8.44%
🇫🇷France
4.79%
🇩🇪Germany
4.53%
🇨🇦Canada
1.43%

Number of Instruments

Holdings over time

(Since March 28, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOGL)
8.56%0%95.37%2/1/2025
GlobantGlobant (GLOB)
8.44%0%90.3%2/1/2025
AmazonAmazon (AMZN)
8%0%95.37%2/1/2025
Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
7.44%0%90.45%2/1/2025
Coca-ColaCoca-Cola (KO)
6.63%0%99.7%2/1/2025
DisneyDisney (DIS)
6.59%0%96.87%2/1/2025
MolinaMolina (MOH)
6.41%0%98.66%2/1/2025
TeslaTesla (TSLA)
6.31%0%98.36%2/1/2025
PayPalPayPal (PYPL)
5.51%0%90.45%1/13/2025
CVS HealthCVS Health (CVS)
5.41%0%83.13%2/1/2025
TeleperformanceTeleperformance (TEP.PA)
4.79%0%58.51%2/1/2025
Graphic PackagingGraphic Packaging (GPK)
4.65%0%85.97%2/1/2025
AMDAMD (AMD)
4.57%0%96.87%2/1/2025
NagarroNagarro (NA9.DE)
4.53%0%50.9%2/1/2025
AdobeAdobe (ADBE)
3.87%0%94.18%2/1/2025
AT&TAT&T (T)
2.76%0%45.52%2/23/2024
HPHP (HPQ)
1.96%0%13.73%6/29/2023
ShopifyShopify (SHOP)
1.43%0%9.25%5/30/2023
Home DepotHome Depot (HD)
0.53%0%6.12%5/18/2023
NVIDIANVIDIA (NVDA)
0.52%0%11.94%2/23/2024
ProgynyProgyny (PGNY)
0.22%0%21.94%1/7/2025
Alkami TechAlkami Tech (ALKT)
0.1%0%2.84%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AlphabetAlphabet (GOOGL)
      		8.04%10.52%
      GlobantGlobant (GLOB)
      		9.65%10.42%
      Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
      		6.7%9.35%
      AmazonAmazon (AMZN)
      		6.12%8.44%
      NagarroNagarro (NA9.DE)
      		9.3%7.81%
      TeleperformanceTeleperformance (TEP.PA)
      		11.32%6.91%
      TeslaTesla (TSLA)
      		3.53%6.88%
      DisneyDisney (DIS)
      		5.76%6.06%
      MolinaMolina (MOH)
      		7.22%5.96%
      Coca-ColaCoca-Cola (KO)
      		6.27%5.83%
      PayPalPayPal (PYPL)
      		4.77%5.53%
      CVS HealthCVS Health (CVS)
      		8.97%5.31%
      Graphic PackagingGraphic Packaging (GPK)
      		4.83%4.74%
      AdobeAdobe (ADBE)
      		5.11%4.63%
      AMDAMD (AMD)
      		1.05%1.02%
      ProgynyProgyny (PGNY)
      		1.34%0.93%

      Cash Exposure Over Time

      Cash Exposure % Over Time