englisst avatar

englisst
🇲🇾 Multi-Strategy Tech, Financial Services, and Retail Investor.
2 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
April 2, 2024
Lowest Cash
February 23, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
55 instruments
January 1, 2022
Least Diversified
48 instruments
September 26, 2024
Average
51.6 instruments

Most Consistent Holdings

Top 5

avatarMSFT
100%
avatarBA
100%
avatarJNJ
100%
avatarJPM
100%
avatarPFE
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 23, 2022
Lowest Exposure
April 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
17.88%
Electronic Technology
16.71%
Retail Trade
15.75%
Health Technology
11.41%
Technology Services
10.4%

Top Countries

Top 5

🇺🇸United States
71.85%
🇬🇧United Kingdom
15.09%
🇨🇳China
5.78%
🇦🇺Australia
0.81%
🇭🇰Hong Kong
0.7%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
7.5%6.07%100%-
CostcoCostco (COST)
6.59%7.29%100%-
JPMorganJPMorgan (JPM)
6.48%7.6%100%-
Wells FargoWells Fargo (WFC)
4.2%4.47%100%-
AstraZenecaAstraZeneca (AZN.L)
3.91%3.01%100%-
Rolls-RoyceRolls-Royce (RR.L)
3.65%7.39%81.35%-
Johnson & JohnsonJohnson & Johnson (JNJ)
3.52%2.55%100%-
RaytheonRaytheon (RTX)
3.37%4.18%100%-
PfizerPfizer (PFE)
3.35%2.89%100%-
TargetTarget (TGT)
3.27%2.59%100%-
Coca-ColaCoca-Cola (KO)
2.76%0%88.76%1/27/2025
AppleApple (AAPL)
2.74%0%68.4%5/20/2024
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
2.57%3.17%100%-
BlackRockBlackRock (BLK)
2.36%2.25%100%-
AmazonAmazon (AMZN)
2.32%1.77%79.64%-
FordFord (F)
2.14%1.79%100%-
BATBAT (BATS.L)
1.99%2.6%100%-
KrogerKroger (KR)
1.87%4.76%54.8%-
BoeingBoeing (BA)
1.83%1.48%100%-
UnileverUnilever (ULVR.L)
1.76%2.05%100%-
McDonald'sMcDonald's (MCD)
1.72%0%72.48%7/10/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.7%0%37.79%5/5/2023
Scottish MortgageScottish Mortgage (SMT.L)
1.49%1.84%100%-
American AirlinesAmerican Airlines (AAL)
1.43%0.79%100%-
StarbucksStarbucks (SBUX)
1.33%0%91.61%3/3/2025
BaiduBaidu (BIDU)
1.3%0.71%100%-
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
1.27%0.96%100%-
Lockheed MartinLockheed Martin (LMT)
1.24%0%73.62%7/24/2024
DeltaDelta (DAL)
1.18%0%69.14%5/30/2024
BroadcomBroadcom (AVGO)
1.03%5.5%24.51%-
AlibabaAlibaba (9988.HK)
1.02%0.94%100%-
DiageoDiageo (DGE.L)
1.01%0.53%92.43%-
BAE SystemsBAE Systems (BA.L)
0.92%3.02%43.16%-
VisaVisa (V)
0.9%0%36.97%9/25/2024
Royal CaribbeanRoyal Caribbean (RCL)
0.88%0%48.94%9/22/2023
MastercardMastercard (MA)
0.79%0%29.8%9/25/2024
YadeaYadea (1585.HK)
0.76%0.49%100%-
China Southern AirlinesChina Southern Airlines (01055.HK)
0.75%0.52%100%-
ANZANZ (ANZ.ASX)
0.57%1.89%37.3%-
Xinyi SolarXinyi Solar (0968.HK)
0.55%0.15%100%-
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
0.53%0.8%100%-
ARK Next Generation Internet ETFARK Next Generation Internet ETF (ARKW)
0.52%0.82%100%-
Eli LillyEli Lilly (LLY)
0.44%0%15.64%12/9/2024
ARK Innovation ETFARK Innovation ETF (ARKK)
0.42%0.52%100%-
UiPathUiPath (PATH)
0.41%0.22%100%-
FortinetFortinet (FTNT)
0.38%0%19.22%1/24/2024
Bank of AmericaBank of America (BAC)
0.37%0%19.63%9/23/2024
Plug PowerPlug Power (PLUG)
0.35%0.05%100%-
AlphabetAlphabet (GOOG)
0.3%0%12.46%12/21/2023
NioNio (NIO)
0.29%0.07%100%-
NetEaseNetEase (NTES)
0.29%0%46.01%8/14/2023
ZTEZTE (00763.HK)
0.28%0%41.78%6/23/2023
TSMCTSMC (TSM)
0.28%1.96%15.55%-
Ping An HealthcarePing An Healthcare (1833.HK)
0.27%0.11%100%-
NVIDIANVIDIA (NVDA)
0.27%0%15.07%12/16/2024
BitcoinBitcoin (BTC)
0.27%0%17.92%5/13/2025
SunPowerSunPower (SPWRQ)
0.27%0%75.16%8/12/2024
BYDBYD (01211.HK)
0.26%0%15.72%7/13/2022
GCLGCL (3800.HK)
0.26%0%17.1%8/1/2022
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
0.24%0%12.46%12/13/2024
Alibaba HealthAlibaba Health (00241.HK)
0.23%0.17%100%-
JB Hi-FiJB Hi-Fi (JBH.ASX)
0.23%0%16.61%3/11/2024
Invesco DB Agriculture FundInvesco DB Agriculture Fund (DBA)
0.22%1.87%11.24%-
Beyond MeatBeyond Meat (BYND)
0.22%0.03%100%-
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.22%0%46.01%8/14/2023
Virgin GalacticVirgin Galactic (SPCE)
0.21%0.01%100%-
China OverseasChina Overseas (0688.HK)
0.21%0%23.05%10/24/2022
HiltonHilton (HLT)
0.21%0%12.46%10/9/2023
3i3i (III)
0.2%1.93%9.85%-
WalmartWalmart (WMT)
0.18%2.7%9.45%-
AT&TAT&T (T)
0.17%0%21.58%6/3/2024
Imperial BrandsImperial Brands (IMB.L)
0.17%2.16%22.31%-
ShopifyShopify (SHOP)
0.12%0%4.23%11/14/2023
Mizuho Financial GroupMizuho Financial Group (MFG)
0.11%0%14.82%6/2/2025
BarrickBarrick (B)
0.09%0%5.13%5/9/2025
Novo-NordiskNovo-Nordisk (NVO)
0.09%0%5.62%12/20/2023
BioNanoBioNano (BNGO)
0.09%0%73.78%8/2/2024
AramcoAramco (SAOC)
0.06%0%4.23%2/21/2022
DogecoinDogecoin (DOGE)
0.01%0%62.38%3/7/2024
Jaguar HealthJaguar Health (JAGX)
0.01%0%32.08%2/22/2023
QantasQantas (QAN.ASX)
0.01%0%2.2%5/30/2024
GevoGevo (GEVO)
0.01%0%1.71%1/21/2022
FlareFlare (FLR)
0%0%9.36%5/31/2023
StorjStorj (STORJ)
0%0%0.24%12/21/2023
SongbirdSongbird (SGB)
0%0%0.16%11/18/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MicrosoftMicrosoft (MSFT)
6.3%9.24%
CostcoCostco (COST)
3.99%8.73%
JPMorganJPMorgan (JPM)
4.2%7.74%
BroadcomBroadcom (AVGO)
4.2%5.63%
Rolls-RoyceRolls-Royce (RR.L)
2.12%5%
KrogerKroger (KR)
4.2%4.88%
Wells FargoWells Fargo (WFC)
3.15%4.77%
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
2.52%3.8%
RaytheonRaytheon (RTX)
2.31%3.65%
AstraZenecaAstraZeneca (AZN.L)
2.58%3.11%
Coca-ColaCoca-Cola (KO)
2.62%2.93%
BlackRockBlackRock (BLK)
2.1%2.61%
TargetTarget (TGT)
3.15%2.59%
Johnson & JohnsonJohnson & Johnson (JNJ)
2.73%2.58%
BATBAT (BATS.L)
2.31%2.25%
PfizerPfizer (PFE)
3.36%2.21%
UnileverUnilever (ULVR.L)
2.1%2.2%
BitcoinBitcoin (BTC)
2.35%2.15%
TSMCTSMC (TSM)
2.1%2.02%
AmazonAmazon (AMZN)
2.1%2.01%
Scottish MortgageScottish Mortgage (SMT.L)
2.1%1.96%
BAE SystemsBAE Systems (BA.L)
2.1%1.92%
FordFord (F)
2.52%1.86%
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
1.68%1.52%
American AirlinesAmerican Airlines (AAL)
1.68%1.46%
BoeingBoeing (BA)
2.31%1.44%
ANZANZ (ANZ.ASX)
1.26%1.21%
StarbucksStarbucks (SBUX)
1.05%0.92%
DiageoDiageo (DGE.L)
1.26%0.84%
AlibabaAlibaba (9988.HK)
2.31%0.76%
BaiduBaidu (BIDU)
2.52%0.76%
ARK Next Generation Internet ETFARK Next Generation Internet ETF (ARKW)
1.05%0.75%
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
1.05%0.74%
Mizuho Financial GroupMizuho Financial Group (MFG)
0.73%0.7%
China Southern AirlinesChina Southern Airlines (01055.HK)
0.84%0.62%
YadeaYadea (1585.HK)
0.84%0.57%
Imperial BrandsImperial Brands (IMB.L)
0.48%0.55%
ARK Innovation ETFARK Innovation ETF (ARKK)
1.05%0.52%
UiPathUiPath (PATH)
0.94%0.25%
Xinyi SolarXinyi Solar (0968.HK)
1.05%0.19%
Alibaba HealthAlibaba Health (00241.HK)
1.05%0.13%
NioNio (NIO)
1.05%0.1%
Ping An HealthcarePing An Healthcare (1833.HK)
1.47%0.08%
Plug PowerPlug Power (PLUG)
1.57%0.06%
Beyond MeatBeyond Meat (BYND)
1.36%0.04%
Virgin GalacticVirgin Galactic (SPCE)
1.53%0.03%
Jaguar HealthJaguar Health (JAGX)
0.63%0%
BioNanoBioNano (BNGO)
1.05%0%
SunPowerSunPower (SPWRQ)
0.94%0%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments