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josephkim9
🇦🇺 Tech Investor.
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Cash Allocation

Range

Highest Cash
February 17, 2023
Lowest Cash
February 21, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
70 instruments
August 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
28.9 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.87%
avatarMSFT
99.87%
avatarAMD
99.87%
avatarGLD
99.87%
avatarNVDA
92.03%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 21, 2024
Lowest Exposure
February 17, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
43.74%
Technology Services
14.21%
ETFs
11.96%
Health Technology
3.34%
Communications
1.99%

Top Countries

Top 5

🇺🇸United States
66.6%
🇨🇭Switzerland
1.67%
🇩🇪Germany
1.33%
🇬🇧United Kingdom
0.95%
🇫🇷France
0.71%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
14.71%0%92.03%2/1/2025
AppleApple (AAPL)
14.44%0%99.87%2/1/2025
AMDAMD (AMD)
12.49%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
11.98%0%99.87%2/1/2025
SPDR GoldSPDR Gold (GLD)
10.18%0%99.87%2/1/2025
AT&TAT&T (T)
1.93%0%54.58%2/1/2025
GlencoreGlencore (GLEN.L)
1.67%0%43.56%2/1/2025
AmazonAmazon (AMZN)
1.61%0%46.35%2/1/2025
AlphabetAlphabet (GOOG)
1.2%0%44.36%2/1/2025
BitcoinBitcoin (BTC)
1.03%0%49.54%2/1/2025
CoinbaseCoinbase (COIN)
0.95%0%46.48%2/1/2025
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0.94%0%23.64%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.92%0%43.69%2/1/2025
Novo-NordiskNovo-Nordisk (NVO)
0.68%0%43.56%2/1/2025
3M3M (MMM)
0.56%0%41.83%2/1/2025
BASFBASF (BAS.DE)
0.48%0%40.11%2/1/2025
EnelEnel (ENEL.MI)
0.47%0%41.7%2/1/2025
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.44%0%21.78%8/14/2024
VolkswagenVolkswagen (VOW3.DE)
0.43%0%40.11%2/1/2025
VinciVinci (DG.PA)
0.42%0%39.97%2/1/2025
BayerBayer (BAYN.DE)
0.42%0%40.11%2/1/2025
OcugenOcugen (OCGN)
0.41%0%41.97%2/1/2025
TSMCTSMC (TSM)
0.4%0%39.18%2/1/2025
AbbVieAbbVie (ABBV)
0.4%0%42.23%2/1/2025
SymboticSymbotic (SYM)
0.34%0%39.97%2/1/2025
BroadcomBroadcom (AVGO)
0.3%0%39.44%2/1/2025
TotalEnergiesTotalEnergies (TTE.PA)
0.29%0%38.51%2/1/2025
AGNCAGNC (AGNC)
0.29%0%40.11%2/1/2025
MicronMicron (MU)
0.29%0%39.44%2/1/2025
BPBP (BP.L)
0.29%0%40.11%2/1/2025
ingrucingruc
0.28%0%3.59%3/23/2023
Reddit IncReddit Inc (RDDT)
0.27%0%41.83%2/1/2025
ARMARM (ARM)
0.26%0%37.58%2/1/2025
ShellShell (SHEL.L)
0.25%0%41.83%2/1/2025
KenvueKenvue (KVUE)
0.23%0%31.87%2/1/2025
NikeNike (NKE)
0.23%0%38.38%2/1/2025
MarvellMarvell (MRVL)
0.21%0%39.44%2/1/2025
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.21%0%23.64%2/1/2025
ShopifyShopify (SHOP)
0.18%0%36.39%2/1/2025
CrowdstrikeCrowdstrike (CRWD)
0.17%0%36.25%2/1/2025
SalesforceSalesforce (CRM)
0.15%0%38.11%2/1/2025
UnileverUnilever (ULVR.L)
0.15%0%38.51%2/1/2025
GMGM (GM)
0.15%0%36.65%2/1/2025
AmkorAmkor (AMKR)
0.14%0%39.18%2/1/2025
PfizerPfizer (PFE)
0.14%0%38.51%2/1/2025
MerckMerck (MRK)
0.13%0%38.25%2/1/2025
VisaVisa (V)
0.13%0%32.14%2/1/2025
SupermicroSupermicro (SMCI)
0.13%0%31.87%2/1/2025
QualcommQualcomm (QCOM)
0.12%0%28.82%2/1/2025
Eli LillyEli Lilly (LLY)
0.12%0%32.14%2/1/2025
AltriaAltria (MO)
0.1%0%31.74%2/1/2025
Home DepotHome Depot (HD)
0.09%0%29.75%2/1/2025
Blink ChargingBlink Charging (BLNK)
0.09%0%32.14%2/1/2025
AmphenolAmphenol (APH)
0.09%0%31.87%2/1/2025
Exact SciencesExact Sciences (EXAS)
0.09%0%25.5%2/1/2025
IntelIntel (INTC)
0.08%0%38.11%2/1/2025
NetflixNetflix (NFLX)
0.08%0%36.65%2/1/2025
bwoodinvbwoodinv
0.08%0%0.93%3/2/2023
ServiceNowServiceNow (NOW)
0.08%0%25.37%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.07%0%20.05%2/1/2025
WalmartWalmart (WMT)
0.07%0%29.75%2/1/2025
McDonald'sMcDonald's (MCD)
0.07%0%32.14%2/1/2025
VerizonVerizon (VZ)
0.06%0%38.51%2/1/2025
MetaMeta (META)
0.06%0%26.96%2/1/2025
Boston PropertiesBoston Properties (BXP)
0.06%0%9.16%6/4/2024
WalgreensWalgreens (WBA)
0.06%0%11.95%6/20/2024
MastercardMastercard (MA)
0.05%0%28.82%2/1/2025
RivianRivian (RIVN)
0.05%0%24.04%1/3/2025
AnnalyAnnaly (NLY)
0.05%0%33.33%2/1/2025
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.05%0%6.64%6/5/2024
BioNanoBioNano (BNGO)
0.04%0%9.83%6/3/2024
SnowflakeSnowflake (SNOW)
0.04%0%10.23%10/9/2024
Lockheed MartinLockheed Martin (LMT)
0.04%0%9.96%7/1/2024
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.03%0%9.16%6/5/2024
TeslaTesla (TSLA)
0.03%0%23.24%2/1/2025
ToyotaToyota (TM)
0.02%0%23.77%2/1/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.02%0%1.59%3/20/2024
Medical Properties TrustMedical Properties Trust (MPW)
0.02%0%10.49%7/11/2024
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
0.02%0%1.06%8/14/2024
Northrop GrummanNorthrop Grumman (NOC)
0.02%0%10.49%7/1/2024
BoeingBoeing (BA)
0.01%0%26.83%1/30/2025
SolarEdgeSolarEdge (SEDG)
0.01%0%7.44%6/21/2024
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
0.01%0%1.86%4/4/2024
SolventumSolventum (SOLV)
0.01%0%8.37%6/5/2024
Global X Uranium ETFGlobal X Uranium ETF (URA)
0.01%0%6.37%6/5/2024
AllianzAllianz (ALV.DE)
0.01%0%6.51%6/21/2024
PayPalPayPal (PYPL)
0%0%7.04%6/5/2024
LordhumpeLordhumpe
0%0%0.27%2/1/2025
Canadian SolarCanadian Solar (CSIQ)
0%0%0.4%6/21/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NVIDIANVIDIA (NVDA)
      		17.6%23.68%
      AppleApple (AAPL)
      		5.81%7.31%
      MicrosoftMicrosoft (MSFT)
      		6.87%6.8%
      AMDAMD (AMD)
      		9.3%6.48%
      iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
      		4.93%4.7%
      AmazonAmazon (AMZN)
      		3.79%4.12%
      AlphabetAlphabet (GOOG)
      		2.88%3.06%
      AT&TAT&T (T)
      		2.56%2.97%
      GlencoreGlencore (GLEN.L)
      		4.08%2.92%
      BitcoinBitcoin (BTC)
      		1.47%1.95%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		2.17%1.77%
      CoinbaseCoinbase (COIN)
      		1.47%1.6%
      SPDR GoldSPDR Gold (GLD)
      		1.34%1.55%
      TSMCTSMC (TSM)
      		1.27%1.42%
      3M3M (MMM)
      		1.19%1.36%
      BASFBASF (BAS.DE)
      		1.65%1.31%
      Reddit IncReddit Inc (RDDT)
      		0.49%1.28%
      BroadcomBroadcom (AVGO)
      		0.81%1.18%
      VolkswagenVolkswagen (VOW3.DE)
      		1.6%1.13%
      VinciVinci (DG.PA)
      		1.35%1.09%
      EnelEnel (ENEL.MI)
      		1.1%1.08%
      Novo-NordiskNovo-Nordisk (NVO)
      		1.72%0.99%
      BayerBayer (BAYN.DE)
      		1.39%0.88%
      AbbVieAbbVie (ABBV)
      		0.94%0.85%
      iShares MSCI India ETFiShares MSCI India ETF (INDA)
      		0.99%0.82%
      MarvellMarvell (MRVL)
      		0.55%0.81%
      ShopifyShopify (SHOP)
      		0.51%0.76%
      KenvueKenvue (KVUE)
      		0.75%0.76%
      MicronMicron (MU)
      		1.15%0.75%
      ARMARM (ARM)
      		0.81%0.74%
      TotalEnergiesTotalEnergies (TTE.PA)
      		1.03%0.74%
      SymboticSymbotic (SYM)
      		1.19%0.7%
      BPBP (BP.L)
      		0.98%0.69%
      NikeNike (NKE)
      		0.8%0.64%
      CrowdstrikeCrowdstrike (CRWD)
      		0.54%0.61%
      AGNCAGNC (AGNC)
      		0.7%0.59%
      SalesforceSalesforce (CRM)
      		0.49%0.57%
      GMGM (GM)
      		0.51%0.53%
      ShellShell (SHEL.L)
      		0.64%0.5%
      VisaVisa (V)
      		0.45%0.47%
      QualcommQualcomm (QCOM)
      		0.57%0.43%
      OcugenOcugen (OCGN)
      		0.73%0.4%
      Eli LillyEli Lilly (LLY)
      		0.48%0.39%
      PfizerPfizer (PFE)
      		0.45%0.38%
      AmkorAmkor (AMKR)
      		0.5%0.36%
      SupermicroSupermicro (SMCI)
      		0.82%0.36%
      UnileverUnilever (ULVR.L)
      		0.33%0.34%
      AmphenolAmphenol (APH)
      		0.34%0.34%
      MerckMerck (MRK)
      		0.48%0.34%
      ServiceNowServiceNow (NOW)
      		0.29%0.33%
      AltriaAltria (MO)
      		0.34%0.32%
      Exact SciencesExact Sciences (EXAS)
      		0.31%0.31%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		0.33%0.31%
      Home DepotHome Depot (HD)
      		0.32%0.31%
      NetflixNetflix (NFLX)
      		0.22%0.29%
      WalmartWalmart (WMT)
      		0.25%0.28%
      IntelIntel (INTC)
      		0.37%0.25%
      MetaMeta (META)
      		0.23%0.25%
      RivianRivian (RIVN)
      		0.3%0.23%
      Blink ChargingBlink Charging (BLNK)
      		0.52%0.23%
      MastercardMastercard (MA)
      		0.2%0.21%
      McDonald'sMcDonald's (MCD)
      		0.2%0.2%
      TeslaTesla (TSLA)
      		0.1%0.18%
      VerizonVerizon (VZ)
      		0.18%0.16%
      AnnalyAnnaly (NLY)
      		0.16%0.13%
      ToyotaToyota (TM)
      		0.1%0.1%
      BoeingBoeing (BA)
      		0.07%0.05%

      Cash Exposure Over Time

      Cash Exposure % Over Time