engtmk avatar

engtmk
🇪🇬 Tech, ETF, and Software Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
December 27, 2023
Lowest Cash
January 13, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
50 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
15.7 instruments

Most Consistent Holdings

Top 5

avatarMSFT
95.48%
avatarAAPL
85.79%
avatarHD
78.49%
avatarV
52.19%
avatarSPY
48.07%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 13, 2023
Lowest Exposure
December 27, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
13.85%
Electronic Technology
13.18%
ETFs
9.88%
Retail Trade
7.05%
Finance
2.5%

Top Countries

Top 5

🇺🇸United States
45.35%
🇳🇱Netherlands
0.42%
🇮🇪Ireland
0.28%
🇧🇷Brazil
0.16%
🇬🇷Greece
0.1%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
11.26%0%95.48%2/1/2025
AppleApple (AAPL)
10.63%0%85.79%2/1/2025
Home DepotHome Depot (HD)
5.08%0%78.49%2/1/2025
VisaVisa (V)
2.08%0%52.19%9/10/2024
AmazonAmazon (AMZN)
1.71%0%47.68%11/7/2024
McDonald'sMcDonald's (MCD)
1.68%0%17.4%12/13/2023
Goldman SachsGoldman Sachs (GS)
1.66%0%23.64%7/12/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.36%0%48.07%11/11/2024
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
1.22%0%44.22%2/1/2025
AlphabetAlphabet (GOOGL)
1.02%0%23.9%10/30/2024
Invesco QQQInvesco QQQ (QQQ)
0.7%0%37.05%12/16/2024
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.63%0%33.07%1/15/2025
Rockwell AutomationRockwell Automation (ROK)
0.54%0%11.02%3/27/2023
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
0.53%0%33.07%2/1/2025
Real Estate Select Sector SPDRReal Estate Select Sector SPDR (XLRE)
0.52%0%19.26%2/1/2025
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.49%0%26.16%2/1/2025
iShares US Technology ETFiShares US Technology ETF (IYW)
0.47%0%25.37%2/1/2025
Eli LillyEli Lilly (LLY)
0.47%0%19.52%2/1/2025
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
0.46%0%25.37%2/1/2025
NVIDIANVIDIA (NVDA)
0.46%0%26.03%10/14/2024
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.45%0%23.24%2/1/2025
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
0.44%0%26.03%2/1/2025
ASMLASML (ASML)
0.42%0%11.02%3/27/2023
Old DominionOld Dominion (ODFL)
0.42%0%15.8%2/1/2025
AMDAMD (AMD)
0.4%0%11.02%3/27/2023
TeslaTesla (TSLA)
0.39%0%23.37%11/7/2024
Applied MaterialsApplied Materials (AMAT)
0.39%0%25.37%2/1/2025
American ExpressAmerican Express (AXP)
0.37%0%25.1%10/17/2024
BroadcomBroadcom (AVGO)
0.36%0%17.8%12/12/2024
FordFord (F)
0.34%0%11.02%3/27/2023
KLAKLA (KLAC)
0.33%0%19.52%2/1/2025
Ishares U.S. Home ConstructiIshares U.S. Home Constructi (ITB)
0.33%0%14.74%2/1/2025
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
0.33%0%17.53%12/4/2024
Vanguard Mega Cap Growth Index FundVanguard Mega Cap Growth Index Fund (MGK)
0.32%0%17.53%12/4/2024
AccentureAccenture (ACN)
0.28%0%11.02%3/27/2023
SPDR GoldSPDR Gold (GLD)
0.28%0%10.76%2/1/2025
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.27%0%11.02%3/27/2023
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.27%0%14.74%11/13/2024
IntuitIntuit (INTU)
0.27%0%16.2%2/1/2025
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
0.27%0%14.48%11/11/2024
SupermicroSupermicro (SMCI)
0.25%0%15.01%2/1/2025
CaterpillarCaterpillar (CAT)
0.25%0%14.61%1/23/2025
CadenceCadence (CDNS)
0.23%0%12.08%12/4/2024
UPSUPS (UPS)
0.18%0%12.88%6/26/2024
PepsiCoPepsiCo (PEP)
0.18%0%11.02%3/27/2023
Coca-ColaCoca-Cola (KO)
0.18%0%11.02%3/27/2023
OracleOracle (ORCL)
0.17%0%11.02%3/27/2023
Moody'sMoody's (MCO)
0.17%0%11.02%3/27/2023
AEPAEP (AEP)
0.17%0%11.02%3/27/2023
Arrow ElectronicsArrow Electronics (ARW)
0.17%0%11.02%3/27/2023
D.R. HortonD.R. Horton (DHI)
0.17%0%11.02%3/27/2023
Intuitive SurgicalIntuitive Surgical (ISRG)
0.16%0%11.02%3/27/2023
QualcommQualcomm (QCOM)
0.16%0%11.02%3/27/2023
CostcoCostco (COST)
0.16%0%11.02%3/27/2023
DiamondbackDiamondback (FANG)
0.16%0%11.02%3/27/2023
Southern CoSouthern Co (SO)
0.16%0%11.02%3/27/2023
Domino'sDomino's (DPZ)
0.16%0%11.02%3/27/2023
ValeVale (VALE)
0.16%0%11.02%3/27/2023
Global X Uranium ETFGlobal X Uranium ETF (URA)
0.15%0%11.02%3/27/2023
MetaMeta (META)
0.14%0%11.02%3/27/2023
BalchemBalchem (BCPC)
0.14%0%11.02%3/27/2023
PayPalPayPal (PYPL)
0.14%0%12.48%7/9/2024
CenteneCentene (CNC)
0.14%0%11.02%3/27/2023
Ishares Expanded Tech-SoftwaIshares Expanded Tech-Softwa (IGV)
0.14%0%9.16%10/14/2024
BookingBooking (BKNG)
0.13%0%7.44%9/19/2024
F5F5 (FFIV)
0.13%0%11.02%3/27/2023
AvalonBayAvalonBay (AVB)
0.13%0%11.02%3/27/2023
AlphabetAlphabet (GOOG)
0.13%0%11.02%3/27/2023
ZionsZions (ZION)
0.12%0%11.02%3/27/2023
CamdenCamden (CPT)
0.12%0%11.02%3/27/2023
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.12%0%8.23%7/16/2024
Tenet HealthcareTenet Healthcare (THC)
0.12%0%11.02%3/27/2023
MicronMicron (MU)
0.12%0%11.02%3/27/2023
AdobeAdobe (ADBE)
0.11%0%6.77%2/1/2025
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.1%0%0.93%5/19/2023
DanaosDanaos (DAC)
0.1%0%11.02%3/27/2023
O'Reilly AutoO'Reilly Auto (ORLY)
0.09%0%5.71%2/14/2023
iShares MSCI Germany ETFiShares MSCI Germany ETF (EWG)
0.09%0%6.24%7/3/2024
WatscoWatsco (WSO)
0.08%0%4.12%2/2/2023
Waste ManagementWaste Management (WM)
0.07%0%3.98%2/1/2025
USD/JPYUSD/JPY (USDJPY)
0.07%0%0.66%9/20/2023
ITWITW (ITW)
0.07%0%4.12%2/2/2023
EthereumEthereum (ETH)
0.07%0%11.02%3/27/2023
AvisAvis (CAR)
0.06%0%4.12%2/2/2023
NetflixNetflix (NFLX)
0.05%0%3.85%8/20/2024
Global PartnersGlobal Partners (GLP)
0.05%0%3.19%1/25/2023
NucorNucor (NUE)
0.04%0%1.46%1/12/2023
DocuSignDocuSign (DOCU)
0.03%0%2.52%7/1/2024
Estee LauderEstee Lauder (EL)
0.03%0%2.39%7/9/2024
Kraft HeinzKraft Heinz (KHC)
0.03%0%2.12%7/17/2024
SalesforceSalesforce (CRM)
0.03%0%1.86%6/13/2024
OccidentalOccidental (OXY)
0.03%0%1.46%1/23/2023
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.02%0%1.86%6/24/2024
NextEraNextEra (NEE)
0.02%0%1.2%2/1/2025
BitcoinBitcoin (BTC)
0.02%0%1.2%12/11/2023
EnphaseEnphase (ENPH)
0.02%0%1.46%2/1/2025
CiscoCisco (CSCO)
0.02%0%1.33%6/20/2024
United RentalsUnited Rentals (URI)
0.01%0%0.66%1/6/2023
Hang Seng BankHang Seng Bank (00011.HK)
0.01%0%0.8%7/10/2024
ENN EnergyENN Energy (02688.HK)
0.01%0%0.8%7/10/2024
U-HaulU-Haul (UHAL)
0.01%0%0.4%1/12/2023
US Global Jets ETFUS Global Jets ETF (JETS)
0.01%0%0.4%7/22/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Real Estate Select Sector SPDRReal Estate Select Sector SPDR (XLRE)
      		5.12%5.12%
      Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
      		4.27%4.09%
      Old DominionOld Dominion (ODFL)
      		4.27%3.96%
      Eli LillyEli Lilly (LLY)
      		3.41%3.51%
      Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
      		3.41%3.43%
      VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
      		3.41%3.41%
      The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
      		3.41%3.3%
      Ishares U.S. Home ConstructiIshares U.S. Home Constructi (ITB)
      		3.41%3.29%
      Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
      		2.99%2.96%
      SPDR GoldSPDR Gold (GLD)
      		2.56%2.62%
      iShares US Technology ETFiShares US Technology ETF (IYW)
      		1.71%1.91%
      Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
      		1.71%1.86%
      Home DepotHome Depot (HD)
      		1.71%1.76%
      CaterpillarCaterpillar (CAT)
      		1.71%1.68%
      AdobeAdobe (ADBE)
      		1.71%1.61%
      iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
      		1.71%1.58%
      KLAKLA (KLAC)
      		1.71%1.55%
      Applied MaterialsApplied Materials (AMAT)
      		1.71%1.33%

      Cash Exposure Over Time

      Cash Exposure % Over Time