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iMunteanu
🇷🇴 Financial Services, Software, and ETF Investor.
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Cash Allocation

Range

Highest Cash
January 1, 2022
Lowest Cash
January 12, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
29 instruments
January 30, 2025
Least Diversified
0 instruments
February 2, 2025
Average
15.9 instruments

Most Consistent Holdings

Top 5

avatarPATH
99.91%
avatarATO
94.07%
avatarSPY
91.7%
avatarPFE
79.01%
avatarHD
78.83%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 12, 2022
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
48.32%
Technology Services
15.13%
Consumer Non Durables
3.09%
Retail Trade
2.76%
Utilities
2.63%

Top Countries

Top 5

🇺🇸United States
27.88%
🇫🇷France
0.91%
🇩🇪Germany
0.44%
🇩🇰Denmark
0.25%
🇸🇪Sweden
0.14%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
46.41%0%91.7%2/1/2025
TheBigBanksTheBigBanks
12.17%0%97.17%2/1/2025
UiPathUiPath (PATH)
9.16%0%99.91%2/1/2025
MicrosoftMicrosoft (MSFT)
5.42%0%65.15%2/1/2025
AtmosAtmos (ATO)
2.63%0%94.07%2/1/2025
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
1.52%0%5.02%4/1/2022
WalmartWalmart (WMT)
1.39%0%78.83%2/1/2025
Home DepotHome Depot (HD)
1.36%0%78.83%2/1/2025
TeslaTesla (TSLA)
1.31%0%54.65%2/1/2025
McDonald'sMcDonald's (MCD)
1.16%0%78.83%2/1/2025
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
1.13%0%60.95%2/1/2025
DividendGrowthDividendGrowth
0.97%0%5.84%3/10/2022
Kraft HeinzKraft Heinz (KHC)
0.95%0%78.83%2/1/2025
LVMHLVMH (MC.PA)
0.91%0%10.68%6/14/2022
Johnson & JohnsonJohnson & Johnson (JNJ)
0.69%0%78.83%2/1/2025
Procter & GambleProcter & Gamble (PG)
0.64%0%78.83%2/1/2025
PfizerPfizer (PFE)
0.64%0%79.01%2/1/2025
Estee LauderEstee Lauder (EL)
0.59%0%10.68%6/14/2022
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.57%0%60.95%2/1/2025
AllianzAllianz (ALV.DE)
0.44%0%41.06%2/1/2025
NVIDIANVIDIA (NVDA)
0.42%0%21.99%2/1/2025
SPDR GoldSPDR Gold (GLD)
0.34%0%4.2%2/15/2022
SharpTradersSharpTraders
0.3%0%0.82%1/13/2022
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.29%0%1.37%2/24/2022
MaerskMaersk (MAERSKB.CO)
0.25%0%60.95%2/1/2025
AlphabetAlphabet (GOOG)
0.24%0%2.92%3/10/2022
UpworkUpwork (UPWK)
0.16%0%40.42%2/1/2025
MetaMeta (META)
0.15%0%3.83%2/17/2022
TeliaTelia (TELIA.ST)
0.14%0%21.72%2/1/2025
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.11%0%4.93%6/27/2022
ToyotaToyota (TM)
0.1%0%9.76%2/1/2025
AbbVieAbbVie (ABBV)
0.09%0%2.01%4/1/2022
PearsonPearson (PSON.L)
0.08%0%41.06%2/1/2025
Realty IncomeRealty Income (O)
0.07%0%2.01%4/1/2022
MSCIMSCI (MSCI)
0.07%0%22.08%2/1/2025
CourseraCoursera (COUR)
0.07%0%40.42%2/1/2025
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.06%0%4.56%6/8/2023
FashionPortfolioFashionPortfolio
0.05%0%0.73%2/16/2022
Crypto-currencyCrypto-currency
0.04%0%0.64%2/15/2022
Wheat (Expiring Future)Wheat (Expiring Future) (WHEAT.FUT)
0.04%0%0.46%2/25/2022
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.04%0%0.27%6/17/2022
ViatrisViatris (VTRS)
0.03%0%8.58%2/1/2025
XRPXRP (XRP)
0.03%0%3.47%3/10/2022
IBMIBM (IBM)
0.03%0%2.74%2/1/2025
AppleApple (AAPL)
0.02%0%0.36%1/4/2022
BitcoinBitcoin (BTC)
0.01%0%2.83%12/5/2024
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.01%0%2.46%2/8/2022
Waste ManagementWaste Management (WM)
0.01%0%0.36%1/4/2022
AlibabaAlibaba (BABA)
0.01%0%0.27%2/1/2025
TwilioTwilio (TWLO)
0.01%0%0.55%2/16/2022
Blink ChargingBlink Charging (BLNK)
0%0%0.46%2/15/2022
SvitzerSvitzer (SVITZR.CO)
0%0%25.09%2/1/2025
MicronMicron (MU)
0%0%0.36%1/4/2022
AT&TAT&T (T)
0%0%1.37%2/1/2025
AdobeAdobe (ADBE)
0%0%0.09%1/12/2022
GameStopGameStop (GME)
0%0%0.18%1/12/2022
ThalesThales (HO.PA)
0%0%0.18%3/2/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		29.04%34.61%
      TheBigBanksTheBigBanks
      		6.49%7.91%
      MicrosoftMicrosoft (MSFT)
      		3.07%4.39%
      UiPathUiPath (PATH)
      		11.8%2.81%
      TeslaTesla (TSLA)
      		1.09%1.92%
      ToyotaToyota (TM)
      		1.08%1.19%
      AtmosAtmos (ATO)
      		0.93%1.12%
      NVIDIANVIDIA (NVDA)
      		0.99%1.12%
      WalmartWalmart (WMT)
      		0.53%1.05%
      ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
      		0.77%0.84%
      Home DepotHome Depot (HD)
      		0.62%0.75%
      Kraft HeinzKraft Heinz (KHC)
      		0.79%0.65%
      AllianzAllianz (ALV.DE)
      		0.5%0.64%
      McDonald'sMcDonald's (MCD)
      		0.52%0.56%
      TeliaTelia (TELIA.ST)
      		0.4%0.43%
      ViatrisViatris (VTRS)
      		0.4%0.41%
      ARMOUR Residential REITARMOUR Residential REIT (ARR)
      		0.5%0.35%
      Procter & GambleProcter & Gamble (PG)
      		0.29%0.32%
      UpworkUpwork (UPWK)
      		0.25%0.28%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		0.33%0.28%
      CourseraCoursera (COUR)
      		0.29%0.25%
      MSCIMSCI (MSCI)
      		0.2%0.23%
      PfizerPfizer (PFE)
      		0.38%0.2%
      MaerskMaersk (MAERSKB.CO)
      		0.24%0.18%
      PearsonPearson (PSON.L)
      		0.1%0.13%
      SvitzerSvitzer (SVITZR.CO)
      		0%0.01%

      Cash Exposure Over Time

      Cash Exposure % Over Time