finebalance avatar

finebalance
🇳🇱 Indices Investor.
6 copiers.

Cash Allocation

Range

Highest Cash
January 20, 2022
Lowest Cash
December 3, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
39 instruments
January 25, 2025
Least Diversified
0 instruments
January 20, 2022
Average
7.5 instruments

Most Consistent Holdings

Top 5

avatarAAPL
26.37%
avatarNSDQ100
26.28%
avatarASML.NV
24%
avatarNOVO-B.CO
22.63%
avatarNVDA
22.08%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 3, 2024
Lowest Exposure
January 20, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Indexes
10.09%
ETFs
7.34%
Electronic Technology
6.94%
Health Technology
3.63%
Technology Services
2.65%

Top Countries

Top 5

🇺🇸United States
11.59%
🇳🇱Netherlands
2.17%
🇩🇰Denmark
1.68%
🇨🇭Switzerland
0.99%
🇩🇪Germany
0.94%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
7.07%0%26.28%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
5.65%0%9.22%1/3/2025
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
2.61%0%8.76%10/15/2024
AppleApple (AAPL)
1.41%0%26.37%2/1/2025
NVIDIANVIDIA (NVDA)
1.12%0%22.08%2/1/2025
Novo NordiskNovo Nordisk (NOVO-B.CO)
1.07%0%22.63%4/17/2024
ASMLASML (ASML.NV)
0.99%0%24%2/1/2025
EUR/USDEUR/USD (EURUSD)
0.69%0%6.93%10/21/2024
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
0.59%0%4.11%8/10/2023
Vanguard Mega Cap Growth Index FundVanguard Mega Cap Growth Index Fund (MGK)
0.56%0%3.56%7/31/2023
MicrosoftMicrosoft (MSFT)
0.53%0%14.14%5/31/2024
EnphaseEnphase (ENPH)
0.52%0%8.21%1/17/2024
SupermicroSupermicro (SMCI)
0.48%0%13.23%5/31/2024
Wolters KluwerWolters Kluwer (WKL.NV)
0.44%0%9.12%4/8/2024
GenmabGenmab (GMAB.CO)
0.4%0%12.86%7/6/2023
AristaArista (ANET)
0.36%0%13.05%2/1/2025
EUSTX50 Index (Non Expiry)EUSTX50 Index (Non Expiry) (EUSTX50)
0.36%0%1.55%7/13/2023
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
0.34%0%4.65%1/7/2025
LonzaLonza (LONN.ZU)
0.34%0%9.12%7/6/2023
KLAKLA (KLAC)
0.31%0%8.76%5/31/2024
AdobeAdobe (ADBE)
0.28%0%10.77%4/29/2024
BroadcomBroadcom (AVGO)
0.27%0%10.4%12/11/2024
IlluminaIllumina (ILMN)
0.27%0%4.2%1/9/2024
NestleNestle (NESN.ZU)
0.26%0%6.11%5/22/2023
CelsiusCelsius (CELH)
0.26%0%4.11%1/4/2024
CintasCintas (CTAS)
0.24%0%13.23%1/8/2025
VonoviaVonovia (VNA.DE)
0.24%0%7.94%2/1/2025
ASMLASML (ASML)
0.23%0%4.11%11/10/2023
UiPathUiPath (PATH)
0.23%0%13.14%4/24/2024
DeckersDeckers (DECK)
0.22%0%9.95%4/1/2024
Lam ResearchLam Research (LRCX)
0.22%0%6.11%5/17/2024
First SolarFirst Solar (FSLR)
0.22%0%7.3%2/1/2025
L'OréalL'Oréal (OR.PA)
0.2%0%7.85%7/6/2023
RELXRELX (REL.L)
0.19%0%7.57%4/10/2024
ZalandoZalando (ZAL.DE)
0.18%0%5.66%1/17/2025
IntuitIntuit (INTU)
0.18%0%7.66%5/24/2024
Hedera HashgraphHedera Hashgraph (HBAR)
0.18%0%6.39%2/1/2025
AMDAMD (AMD)
0.17%0%4.84%5/23/2024
Monolithic PowerMonolithic Power (MPWR)
0.15%0%6.02%4/18/2024
EtsyEtsy (ETSY)
0.15%0%3.38%1/17/2024
CadenceCadence (CDNS)
0.15%0%8.03%4/17/2024
ASMASM (ASM.NV)
0.15%0%7.85%2/1/2025
Dassault SystemesDassault Systemes (DSY.PA)
0.14%0%4.74%6/27/2023
Novonesis BNovonesis B (NSIS-B.CO)
0.14%0%7.21%7/6/2023
LVMHLVMH (MC.PA)
0.14%0%7.12%7/5/2023
ShopifyShopify (SHOP)
0.14%0%6.84%10/25/2023
AdyenAdyen (ADYEN.NV)
0.13%0%6.02%4/10/2024
ChubbChubb (CB)
0.13%0%4.74%4/1/2024
Applied MaterialsApplied Materials (AMAT)
0.13%0%3.19%4/9/2024
AlbemarleAlbemarle (ALB)
0.13%0%5.11%12/3/2024
CostcoCostco (COST)
0.13%0%6.75%4/1/2024
VAT GroupVAT Group (VACN.ZU)
0.12%0%6.39%3/21/2024
ArgenxArgenx (ARGX.BR)
0.12%0%2.46%2/27/2023
AstraZenecaAstraZeneca (AZN.L)
0.12%0%5.75%6/19/2023
AlignAlign (ALGN)
0.12%0%2.28%12/15/2023
FerrariFerrari (RACE)
0.12%0%4.84%4/8/2024
HermesHermes (RMS.PA)
0.11%0%5.38%6/15/2023
SunrunSunrun (RUN)
0.11%0%6.57%6/20/2023
W. R. BerkleyW. R. Berkley (WRB.US)
0.11%0%5.93%4/5/2024
HelloFreshHelloFresh (HFG.DE)
0.1%0%5.38%1/17/2024
InterpumpInterpump (IP.MI)
0.1%0%1.92%2/22/2023
VertivVertiv (VRT)
0.1%0%6.11%2/1/2025
NEXTrackerNEXTracker (NXT.US)
0.1%0%3.1%4/24/2024
MastercardMastercard (MA)
0.09%0%2.83%5/14/2024
Estee LauderEstee Lauder (EL)
0.09%0%2.55%1/16/2024
First Trust NASDAQ Clean Edge Green Energy Index FundFirst Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN)
0.09%0%0.73%5/15/2024
Marsh & McLennanMarsh & McLennan (MMC)
0.09%0%4.84%3/11/2024
CoinbaseCoinbase (COIN)
0.09%0%5.47%5/31/2024
QIAGENQIAGEN (QIA.DE)
0.09%0%2.65%4/14/2023
TeleperformanceTeleperformance (TEP.PA)
0.08%0%1.73%1/16/2024
HubbellHubbell (HUBB)
0.08%0%1.28%12/15/2022
PfizerPfizer (PFE)
0.08%0%2.01%1/4/2024
VertexVertex (VRTX)
0.08%0%3.38%10/27/2023
OrangeOrange (ORA.PA)
0.08%0%3.83%5/29/2023
SMASMA (S92.DE)
0.08%0%4.11%1/13/2025
JD SportsJD Sports (JD.L)
0.08%0%4.11%7/6/2023
McKessonMcKesson (MCK)
0.08%0%6.48%2/1/2025
Howmet AerospaceHowmet Aerospace (HWM)
0.07%0%1.73%2/1/2025
BayerBayer (BAYN.DE)
0.07%0%4.01%1/4/2024
PorschePorsche (P911.DE)
0.07%0%1.46%3/2/2023
RepligenRepligen (RGEN)
0.07%0%3.74%5/31/2023
DanoneDanone (BN.PA)
0.07%0%1.82%5/22/2023
Elevance HealthElevance Health (ELV)
0.07%0%3.56%6/26/2023
Bio-TechneBio-Techne (TECH)
0.07%0%1.37%8/18/2023
CopartCopart (CPRT)
0.07%0%3.74%4/8/2024
TransdigmTransdigm (TDG)
0.07%0%1.19%5/31/2024
NovocureNovocure (NVCR)
0.07%0%5.11%7/6/2023
HSBCHSBC (HSBA.L)
0.07%0%3.1%5/3/2023
ColoplastColoplast (COLO-B.CO)
0.07%0%3.38%6/28/2023
StrykerStryker (SYK)
0.07%0%3.28%6/20/2023
ProgressiveProgressive (PGR)
0.06%0%1.09%5/31/2024
Arch CapitalArch Capital (ACGL)
0.06%0%1.28%5/31/2024
Brown & BrownBrown & Brown (BRO)
0.06%0%3.38%5/31/2024
Genuine PartsGenuine Parts (GPC)
0.06%0%1.28%12/15/2022
AccentureAccenture (ACN)
0.06%0%3.47%3/4/2024
DiasorinDiasorin (DIA.MI)
0.06%0%3.01%5/4/2023
West PharmaWest Pharma (WST)
0.06%0%3.01%6/20/2023
ServiceNowServiceNow (NOW)
0.06%0%2.46%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.05%0%0.27%8/10/2023
MetaMeta (META)
0.05%0%2.83%1/27/2025
CboeCboe (CBOE)
0.05%0%3.19%4/11/2024
3i3i (III)
0.05%0%2.19%2/1/2025
MedtronicMedtronic (MDT.US)
0.05%0%2.74%6/14/2023
Zurich InsuranceZurich Insurance (ZURN.ZU)
0.05%0%1.37%1/23/2024
BioNTech SEBioNTech SE (BNTX)
0.05%0%1.37%1/17/2024
GetingeGetinge (GETIB.ST)
0.05%0%4.38%4/26/2023
CRISPR TherapeuticsCRISPR Therapeutics (CRSP)
0.05%0%1.37%1/17/2024
NateraNatera (NTRA)
0.05%0%2.65%2/1/2025
AlstomAlstom (ALO.PA)
0.05%0%2.46%1/2/2024
InsuletInsulet (PODD)
0.05%0%2.28%6/26/2023
Builders FirstSourceBuilders FirstSource (BLDR)
0.05%0%2.46%2/6/2024
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
0.05%0%0.46%11/18/2024
IridiumIridium (IRDM)
0.05%0%2.28%6/26/2023
Reliance SteelReliance Steel (RS)
0.05%0%0.82%5/10/2024
O'Reilly AutoO'Reilly Auto (ORLY)
0.04%0%0.91%5/31/2024
ZillowZillow (Z)
0.04%0%2.65%2/1/2025
HersheyHershey (HSY)
0.04%0%2.01%2/12/2024
HumanaHumana (HUM)
0.04%0%2.1%7/14/2023
TraneTrane (TT)
0.04%0%3.1%2/1/2025
EmcorEmcor (EME)
0.04%0%2.65%2/1/2025
LucidLucid (LCID)
0.04%0%2.46%1/10/2024
Applied Industrial TechnologiesApplied Industrial Technologies (AIT)
0.04%0%2.65%2/1/2025
PCAPCA (PKG)
0.04%0%2.65%2/1/2025
Thyssenkrupp NuceraThyssenkrupp Nucera (NCH2.DE)
0.04%0%1.37%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.04%0%0.18%8/10/2023
GlencoreGlencore (GLEN.L)
0.04%0%0.73%12/15/2022
RheinmetallRheinmetall (RHM.DE)
0.04%0%2.37%2/1/2025
EthereumEthereum (ETH)
0.04%0%0.82%8/26/2022
AutozoneAutozone (AZO)
0.03%0%1.64%6/20/2023
Comfort Systems USAComfort Systems USA (FIX)
0.03%0%2.65%2/1/2025
Siemens EnergySiemens Energy (ENR.DE)
0.03%0%1.64%2/1/2025
Parker-HannifinParker-Hannifin (PH)
0.03%0%2.83%1/27/2025
Check PointCheck Point (CHKP)
0.03%0%1.73%2/21/2024
Marathon PetroleumMarathon Petroleum (MPC)
0.03%0%0.82%4/7/2022
MotorolaMotorola (MSI)
0.03%0%2.19%1/27/2025
BarclaysBarclays (BARC.L)
0.03%0%2.1%1/31/2025
Palo Alto NetworksPalo Alto Networks (PANW)
0.03%0%2.19%1/27/2025
AmphenolAmphenol (APH)
0.03%0%1.92%12/17/2024
SiTimeSiTime (SITM)
0.03%0%2.92%2/1/2025
TeledyneTeledyne (TDY)
0.03%0%1.37%6/14/2023
GE VernovaGE Vernova (GEV)
0.03%0%2.28%2/1/2025
MasimoMasimo (MASI)
0.03%0%1.37%6/16/2023
DiageoDiageo (DEO)
0.03%0%1.37%1/23/2024
UniCreditUniCredit (UCG.MI)
0.03%0%1.82%1/28/2025
GoDaddyGoDaddy (GDDY)
0.03%0%1.09%12/11/2024
KrogerKroger (KR)
0.02%0%1.28%4/12/2022
AbbVieAbbVie (ABBV)
0.02%0%1.28%4/12/2022
DanaherDanaher (DHR)
0.02%0%1.19%6/14/2023
CencoraCencora (COR)
0.02%0%1.28%4/12/2022
PulteGroupPulteGroup (PHM)
0.02%0%1.19%1/23/2024
Rolls-RoyceRolls-Royce (RR.L)
0.02%0%1.64%2/1/2025
Eli LillyEli Lilly (LLY)
0.02%0%1.09%6/13/2023
Steel DynamicsSteel Dynamics (STLD)
0.02%0%1.19%2/6/2024
SolarEdgeSolarEdge (SEDG)
0.02%0%0.18%11/16/2023
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.02%0%0.18%8/7/2022
GuidewireGuidewire (GWRE)
0.02%0%1.55%1/27/2025
SemtechSemtech (SMTC)
0.02%0%1.37%2/1/2025
GraingerGrainger (GWW)
0.02%0%0.91%5/31/2024
SAPSAP (SAP.DE)
0.02%0%1.19%1/27/2025
AlphabetAlphabet (GOOG)
0.02%0%0.64%5/31/2024
SartoriusSartorius (SRT.DE)
0.02%0%0.73%4/11/2023
DocuSignDocuSign (DOCU)
0.01%0%1.09%2/1/2025
FortinetFortinet (FTNT)
0.01%0%0.27%8/11/2023
e.l.f.e.l.f. (ELF)
0.01%0%0.36%4/30/2024
PayPalPayPal (PYPL)
0.01%0%1%12/10/2024
Tetra TechTetra Tech (TTEK)
0.01%0%0.73%4/6/2022
VistraVistra (VST)
0.01%0%0.91%2/1/2025
Dechra Pharmaceuticals PLCDechra Pharmaceuticals PLC (DPH.L)
0.01%0%1.19%4/14/2023
AppLovinAppLovin (APP)
0.01%0%0.64%5/22/2024
FiservFiserv (FI)
0.01%0%0.91%12/9/2024
BesiBesi (BESI.NV)
0.01%0%0.55%1/23/2024
RobinhoodRobinhood (HOOD)
0.01%0%0.82%12/11/2024
Iron MountainIron Mountain (IRM)
0.01%0%0.55%5/31/2024
Arthur J. GallagherArthur J. Gallagher (AJG)
0.01%0%0.55%5/31/2024
Booz AllenBooz Allen (BAH)
0.01%0%0.55%5/31/2024
Quanta ServicesQuanta Services (PWR)
0.01%0%0.55%5/31/2024
Thomson ReutersThomson Reuters (TRI)
0.01%0%0.55%5/31/2024
EatonEaton (ETN)
0.01%0%0.55%5/31/2024
NutanixNutanix (NTNX)
0.01%0%0.55%5/31/2024
HeicoHeico (HEI)
0.01%0%0.64%12/9/2024
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
0.01%0%0.09%2/3/2022
IntelIntel (INTC)
0.01%0%0.73%2/1/2025
AST SpaceMobileAST SpaceMobile (ASTS)
0.01%0%0.73%2/1/2025
XRPXRP (XRP)
0.01%0%0.64%1/2/2025
SynopsysSynopsys (SNPS)
0.01%0%0.36%4/12/2024
TeslaTesla (TSLA)
0.01%0%0.18%2/1/2025
NextEra Energy PartnersNextEra Energy Partners (NEP)
0.01%0%0.73%2/1/2025
QorvoQorvo (QRVO)
0.01%0%0.55%1/28/2025
SterlingSterling (STRL.US)
0%0%0.27%4/12/2024
ARK Innovation ETFARK Innovation ETF (ARKK)
0%0%0.09%7/12/2023
IntelliaIntellia (NTLA)
0%0%0.09%8/16/2023
ArterisArteris (AIP)
0%0%1.46%1/29/2025
AvepointAvepoint (AVPT)
0%0%0.36%2/1/2025
CellebriteCellebrite (CLBT)
0%0%0.36%2/1/2025
KKRKKR (KKR)
0%0%0.36%2/1/2025
Carpenter TechnologyCarpenter Technology (CRS)
0%0%0.36%2/1/2025
CrownCrown (CCK)
0%0%0.18%3/31/2022
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0%0%0.09%5/2/2023
UbiquitiUbiquiti (UI)
0%0%0.09%2/1/2025
FordFord (F)
0%0%0.09%3/30/2022
ModernaModerna (MRNA)
0%0%0.09%3/30/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Invesco QQQInvesco QQQ (QQQ)
      		70.36%71.85%
      iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
      		10.78%10.14%
      NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
      		2.76%2.92%
      VonoviaVonovia (VNA.DE)
      		2.76%2.67%
      NVIDIANVIDIA (NVDA)
      		2.76%2.67%
      Hedera HashgraphHedera Hashgraph (HBAR)
      		2.76%2.47%
      XRPXRP (XRP)
      		1.05%1.05%
      AristaArista (ANET)
      		1.05%1.04%
      Parker-HannifinParker-Hannifin (PH)
      		1.05%1.03%
      SiTimeSiTime (SITM)
      		1.05%1.01%
      McKessonMcKesson (MCK)
      		1.05%0.98%
      VertivVertiv (VRT)
      		1.05%0.89%
      CintasCintas (CTAS)
      		1.05%0.85%

      Cash Exposure Over Time

      Cash Exposure % Over Time