gerriemarx avatar

gerriemarx
🇿🇦 Software and Tech Investor.
1 copier.

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
February 16, 2024
Lowest Cash
August 19, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
August 6, 2025
Least Diversified
0 instruments
February 2, 2025
Average
15.2 instruments

Most Consistent Holdings

Top 5

avatarNVDA
70.41%
avatarTSM
61.64%
avatarPDD
58.28%
avatarAMD
55.33%
avatarGOOG
54.93%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 19, 2025
Lowest Exposure
February 16, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
40.09%
Technology Services
20.72%
Finance
8.76%
Retail Trade
6.49%
Energy Minerals
3.14%

Top Countries

Top 5

🇺🇸United States
71.42%
🇹🇼Taiwan
6.32%
🇯🇵Japan
4.51%
🇮🇪Ireland
3.3%
🇳🇱Netherlands
2.21%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
9.55%3.78%46.25%-
NVIDIANVIDIA (NVDA)
8.19%2.57%70.41%-
TSMCTSMC (TSM)
6.32%0%61.64%9/26/2024
AMDAMD (AMD)
5.74%0%55.33%7/24/2024
AppleApple (AAPL)
5.09%0%39.55%2/13/2024
American ExpressAmerican Express (AXP)
5.05%0%48.62%5/16/2024
SonySony (SONY)
4.51%3.9%46.15%-
AlphabetAlphabet (GOOG)
4.04%4.62%54.93%-
PDD HoldingsPDD Holdings (PDD)
3.3%4.14%58.28%-
AmazonAmazon (AMZN)
3.19%3.04%54.93%-
AdobeAdobe (ADBE)
2.7%2.72%51.18%-
BitcoinBitcoin (BTC)
1.95%4.29%19.43%-
NXPNXP (NXPI)
1.92%2.96%43.1%-
DiamondbackDiamondback (FANG)
1.7%0%44.48%8/14/2025
Diebold NixdorfDiebold Nixdorf (DBD)
1.61%3.03%38.17%-
AutodeskAutodesk (ADSK)
1.19%0%17.75%11/15/2024
AndersonsAndersons (ANDE)
1.11%0%31.46%8/14/2025
RingCentralRingCentral (RNG)
1.05%0%20.91%12/17/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.02%0%20.91%12/17/2024
Howmet AerospaceHowmet Aerospace (HWM)
0.99%0%13.71%7/24/2024
KratosKratos (KTOS)
0.97%0%13.71%7/24/2024
ApolloApollo (APO)
0.83%0%16.77%11/5/2024
SkyWestSkyWest (SKYW)
0.81%0%16.77%11/5/2024
Cirrus LogicCirrus Logic (CRUS)
0.73%2.5%33.14%-
KKRKKR (KKR)
0.66%0%13.02%9/27/2024
DexComDexCom (DXCM)
0.66%1.64%31.36%-
ZscalerZscaler (ZS)
0.65%0%14.3%12/17/2024
WoodwardWoodward (WWD)
0.64%0%7%5/16/2024
QualcommQualcomm (QCOM)
0.64%2.02%30.28%-
BlackStoneBlackStone (BX)
0.63%0%12.92%9/26/2024
PerficientPerficient (PRFT)
0.62%0%12.92%9/26/2024
AxcelisAxcelis (ACLS)
0.61%2.17%31.36%-
AAR CorpAAR Corp (AIR.US)
0.59%0%7%5/16/2024
NetAppNetApp (NTAP)
0.58%3.07%19.43%-
AmkorAmkor (AMKR)
0.57%2.37%31.36%-
ValeroValero (VLO)
0.57%3.09%19.43%-
ExpediaExpedia (EXPE)
0.56%3.14%19.43%-
ScanSourceScanSource (SCSC)
0.55%2.76%19.43%-
ValarisValaris (VAL.US)
0.54%0%31.46%8/14/2025
VerintVerint (VRNT)
0.53%0%26.43%8/14/2025
SynapticsSynaptics (SYNA)
0.52%0%26.43%8/14/2025
OccidentalOccidental (OXY)
0.5%0%23.57%8/14/2025
SchlumbergerSchlumberger (SLB)
0.48%0%24.65%8/14/2025
DocuSignDocuSign (DOCU)
0.46%1.97%19.43%-
CignaCigna (CI)
0.46%4.58%10.06%-
BiogenBiogen (BIIB)
0.45%0%24.65%8/14/2025
RegeneronRegeneron (REGN)
0.43%0%23.57%8/14/2025
ChevronChevron (CVX)
0.37%0%7.89%12/17/2024
Monday.comMonday.com (MNDY)
0.32%0%6.31%9/26/2024
PhotronicsPhotronics (PLAB)
0.31%0%12.72%8/14/2025
Goosehead InsuranceGoosehead Insurance (GSHD)
0.3%0%6.71%7/25/2024
DeereDeere (DE)
0.3%4.37%6.61%-
PulteGroupPulteGroup (PHM)
0.3%2.21%13.02%-
ASMLASML (ASML.NV)
0.29%5.42%6.31%-
BroadcomBroadcom (AVGO)
0.28%4.45%6.61%-
LVMHLVMH (MC.PA)
0.27%4.93%6.31%-
Waste ManagementWaste Management (WM)
0.25%3.65%6.61%-
Texas InstrumentsTexas Instruments (TXN)
0.25%3.54%6.61%-
S&P GlobalS&P Global (SPGI)
0.24%3.28%6.61%-
LSELSE (LSEG.L)
0.24%3.59%6.31%-
CoinbaseCoinbase (COIN)
0.23%0%6.31%9/26/2024
BDBD (BDX)
0.17%0%3.35%8/14/2025
GogoGogo (GOGO)
0.16%0%3.75%11/5/2024
MerckMerck (MRK)
0.16%0%3.35%8/14/2025
AirbnbAirbnb (ABNB)
0.09%0%3.45%5/12/2025
OmnicomOmnicom (OMC)
0.04%0%0.89%8/14/2025
HuntingtonHuntington (HBAN)
0.04%0%0.89%8/14/2025
ComcastComcast (CMCSA)
0.04%0%0.89%8/14/2025
Dormant Stock 43Dormant Stock 43 (Drm.Stock43)
0%0.14%1.28%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AlphabetAlphabet (GOOG)
6%7.46%
AmazonAmazon (AMZN)
5.4%6.51%
AdobeAdobe (ADBE)
6.43%5.92%
PDD HoldingsPDD Holdings (PDD)
6.43%5.08%
NXPNXP (NXPI)
5.14%4.63%
Diebold NixdorfDiebold Nixdorf (DBD)
4.28%4.38%
DiamondbackDiamondback (FANG)
4.29%3.69%
AndersonsAndersons (ANDE)
4.29%3.51%
VerintVerint (VRNT)
2.14%2.55%
OccidentalOccidental (OXY)
2.14%2.37%
SynapticsSynaptics (SYNA)
2.14%2.25%
Cirrus LogicCirrus Logic (CRUS)
2.14%2.18%
AmkorAmkor (AMKR)
2.14%2.17%
NVIDIANVIDIA (NVDA)
2.14%2.17%
DexComDexCom (DXCM)
2.14%2.16%
QualcommQualcomm (QCOM)
2.14%2.14%
RegeneronRegeneron (REGN)
2.14%2.11%
BiogenBiogen (BIIB)
2.14%2.11%
AxcelisAxcelis (ACLS)
2.14%2.08%
SchlumbergerSchlumberger (SLB)
2.14%2.02%
ValarisValaris (VAL.US)
2.14%1.77%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments