jakobr293 avatar

jakobr293
🇨🇭 Financial Services, Tech, and Software 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 26, 2023
Lowest Cash
April 29, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
October 18, 2024
Least Diversified
2 instruments
April 26, 2023
Average
11.4 instruments

Most Consistent Holdings

Top 5

avatarCNDX.L
91.56%
avatarSPY
73%
avatarSWDA.L
68.35%
avatarIONQ
49.37%
avatarNVDA
47.54%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 29, 2024
Lowest Exposure
April 26, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
39.34%
Electronic Technology
13.48%
Technology Services
3.42%
Consumer Durables
1.17%
Communications
1.17%

Top Countries

Top 5

🇺🇸United States
19.65%
🇩🇪Germany
1.13%
🇨🇦Canada
0.05%
🇮🇳India
0.05%
🇯🇵Japan
0.05%

Number of Instruments

Holdings over time

(Since April 26, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
17.59%0%91.56%2/19/2025
AI-RevolutionAI-Revolution
10.99%0%55.56%8/20/2024
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
9.86%0%68.35%8/30/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
9.57%0%73%10/1/2024
IonqIonq (IONQ)
5.27%16.98%49.37%-
Private-EquityPrivate-Equity
4.93%0%44.87%2/19/2025
WarrenBuffet-CFWarrenBuffet-CF
4.91%0%34.6%4/1/2024
StanleyDruck13FStanleyDruck13F
4.53%4.32%44.59%-
InTheGameInTheGame
3.26%2.68%51.05%-
D-WaveD-Wave (QBTS)
2.37%12.99%43.32%-
BigTechBigTech
1.57%2.51%32.91%-
Rocket LabRocket Lab (RKLB)
1.51%4.47%33.05%-
NVIDIANVIDIA (NVDA)
1.47%3.74%47.54%-
AST SpaceMobileAST SpaceMobile (ASTS)
1.17%4.09%33.05%-
Intuitive MachinesIntuitive Machines (LUNR)
1.16%2.53%31.5%-
PorschePorsche (P911.DE)
1.12%0%18.28%9/4/2023
AlphabetAlphabet (GOOGL)
1.12%0.29%43.88%-
MetaMeta (META)
0.98%0%40.37%2/21/2025
thomaspjthomaspj
0.95%8%15.19%-
RigettiRigetti (RGTI)
0.9%3.9%19.41%-
iShares China Large-Cap ETFiShares China Large-Cap ETF (FXI)
0.86%6.39%11.95%-
OkloOklo (OKLO)
0.8%2.82%25.04%-
AppleApple (AAPL)
0.8%0%34.32%1/8/2025
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.69%0%12.66%1/7/2025
BitcoinWorldWideBitcoinWorldWide
0.61%0%5.06%5/7/2024
CyberSecurityCyberSecurity
0.61%0%7.88%2/21/2025
MicrosoftMicrosoft (MSFT)
0.6%0%27.57%11/21/2024
SPDR GoldSPDR Gold (GLD)
0.58%0%14.91%8/9/2023
CrowdstrikeCrowdstrike (CRWD)
0.43%0%11.39%10/21/2024
NuScale PowerNuScale Power (SMR)
0.35%0%17.02%2/14/2025
AmazonAmazon (AMZN)
0.32%0%25.46%1/3/2025
PalantirPalantir (PLTR)
0.24%0%10.83%11/5/2024
NDI-FutureTechNDI-FutureTech
0.17%0%5.34%2/24/2025
Global X U.S. Infrastructure Development ETFGlobal X U.S. Infrastructure Development ETF (PAVE)
0.15%0%4.78%2/10/2025
XRPXRP (XRP)
0.14%0.77%7.31%-
Block Inc.Block Inc. (XYZ)
0.08%0%6.05%1/8/2025
BitcoinBitcoin (BTC)
0.07%2.79%3.52%-
CamecoCameco (CCJ)
0.05%0%3.8%11/11/2024
ARK Artificial Intelligence & Robotics UCITS ETFARK Artificial Intelligence & Robotics UCITS ETF (ARKI.L)
0.05%0%2.25%1/24/2025
NintendoNintendo (NTDOY)
0.05%0%11.81%8/9/2023
MicroStrategyMicroStrategy (MSTR)
0.05%0%5.77%1/8/2025
iShares Physical Gold ETCiShares Physical Gold ETC (PPFB.DE)
0.03%0%0.56%2/24/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.03%0%1.97%4/4/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.02%0%0.42%2/20/2025
ARK Autonomous Technology & Robotics ETFARK Autonomous Technology & Robotics ETF (ARKQ)
0.02%0%0.98%1/14/2025
EthereumEthereum (ETH)
0.02%0.92%2.25%-
SoFiSoFi (SOFI)
0.01%0%1.55%12/20/2024
Invesco QQQInvesco QQQ (QQQ)
0.01%0.29%1.69%-
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.01%0%1.41%2/3/2025
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0%0%0.14%5/16/2023
RheinmetallRheinmetall (RHM.DE)
0%0%0.56%3/24/2025
Global X Uranium ETFGlobal X Uranium ETF (URA)
0%0%0.56%10/21/2024
Archer AviationArcher Aviation (ACHR)
0%0%0.14%2/19/2025
CoinbaseCoinbase (COIN)
0%0%0.28%11/13/2024
Sunrise Communications AGSunrise Communications AG (SNRE)
0%0%0.42%11/18/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
IonqIonq (IONQ)
8.07%16.79%
D-WaveD-Wave (QBTS)
3.9%10.24%
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
9.23%8.76%
StanleyDruck13FStanleyDruck13F
10.98%7.61%
Private-EquityPrivate-Equity
8.71%6.41%
RigettiRigetti (RGTI)
2.42%5.87%
Rocket LabRocket Lab (RKLB)
3.2%5.59%
Intuitive MachinesIntuitive Machines (LUNR)
2.6%4.56%
InTheGameInTheGame
5.95%4.45%
Vanguard Information TechnologyVanguard Information Technology (VGT)
6.08%4.13%
BigTechBigTech
5.6%3.87%
NDI-FutureTechNDI-FutureTech
5.29%3.11%
AlphabetAlphabet (GOOGL)
4.18%3.01%
NVIDIANVIDIA (NVDA)
3.56%2.8%
AST SpaceMobileAST SpaceMobile (ASTS)
4.85%2.49%
MetaMeta (META)
2.8%2.12%
OkloOklo (OKLO)
2.91%2.04%
AppleApple (AAPL)
2.45%1.95%
NuScale PowerNuScale Power (SMR)
2.56%1.52%
Block Inc.Block Inc. (XYZ)
1.96%1.14%
AmazonAmazon (AMZN)
1.48%0.94%
MicroStrategyMicroStrategy (MSTR)
1.21%0.65%

Cash Exposure Over Time

Cash Exposure % Over Time