leonard157 avatar

leonard157
🇦🇺 Software and Tech Investor.
35 copiers.

Cash Allocation

Range

Highest Cash
April 27, 2024
Lowest Cash
July 21, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
34 instruments
January 14, 2025
Least Diversified
0 instruments
February 2, 2025
Average
30.1 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarGOOG
99.91%
avatarMETA
99.91%
avatarMSFT
99.91%
avatarAMZN
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 21, 2023
Lowest Exposure
April 27, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
39.51%
Electronic Technology
32.66%
Consumer Durables
9.53%
Finance
9.11%
Retail Trade
4.87%

Top Countries

Top 5

🇺🇸United States
89.62%
🇳🇱Netherlands
4.3%
🇨🇦Canada
2.69%
🇮🇱Israel
1.05%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
11.68%0%99.91%2/1/2025
TeslaTesla (TSLA)
8.59%0%99.91%2/1/2025
AlphabetAlphabet (GOOG)
8.25%0%99.91%2/1/2025
GEGE (GE)
6.54%0%99.91%2/1/2025
AppleApple (AAPL)
6.49%0%99.91%2/1/2025
MicrosoftMicrosoft (MSFT)
6.37%0%99.91%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
5.48%0%99.91%2/1/2025
CrowdstrikeCrowdstrike (CRWD)
5.09%0%99.91%2/1/2025
AmazonAmazon (AMZN)
4.87%0%99.91%2/1/2025
Trade DeskTrade Desk (TTD)
4.79%0%99.91%2/1/2025
ASMLASML (ASML)
4.3%0%99.91%2/1/2025
HubSpotHubSpot (HUBS)
3.81%0%99.91%2/1/2025
AMDAMD (AMD)
3.54%0%99.91%2/1/2025
JPMorganJPMorgan (JPM)
3.5%0%99.91%2/1/2025
MetaMeta (META)
2.89%0%99.91%2/1/2025
ShopifyShopify (SHOP)
2.69%0%99.91%2/1/2025
ZoomZoom (ZM)
1.14%0%99.91%2/1/2025
GE HealthCareGE HealthCare (GEHC)
1.13%0%68.34%2/1/2025
OktaOkta (OKTA)
1.01%0%95.89%12/19/2024
RokuRoku (ROKU)
0.94%0%95.89%12/19/2024
WixWix (WIX)
0.73%0%99.91%2/1/2025
PinterestPinterest (PINS)
0.6%0%47.26%6/28/2023
DocuSignDocuSign (DOCU)
0.59%0%47.26%6/28/2023
AtlassianAtlassian (TEAM)
0.45%0%99.91%2/1/2025
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
0.43%0%25.09%2/1/2025
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
0.42%0%25.09%2/1/2025
GE VernovaGE Vernova (GEV)
0.35%0%27.55%2/1/2025
SnowflakeSnowflake (SNOW)
0.27%0%52.65%2/1/2025
VisaVisa (V)
0.23%0%25.18%2/1/2025
AsanaAsana (ASAN)
0.2%0%99.91%2/1/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.19%0%23.72%3/19/2024
MasimoMasimo (MASI)
0.18%0%50.64%2/1/2025
NiceNice (NICE)
0.17%0%25.18%2/1/2025
UpstartUpstart (UPST)
0.15%0%50.64%2/1/2025
FiverrFiverr (FVRR)
0.14%0%74.73%4/29/2024
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.14%0%7.21%1/15/2025
FastlyFastly (FSLY)
0.13%0%70.99%3/19/2024
LemonadeLemonade (LMND)
0.12%0%70.99%3/19/2024
EnphaseEnphase (ENPH)
0.11%0%50.64%2/1/2025
BitcoinBitcoin (BTC)
0.08%0%12.59%8/5/2024
PelotonPeloton (PTON)
0.06%0%47.26%6/28/2023
DoorDashDoorDash (DASH.US)
0.02%0%4.01%2/1/2025
UnityUnity (U)
0.02%0%4.01%2/1/2025
KinsaleKinsale (KNSL)
0.02%0%4.01%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NVIDIANVIDIA (NVDA)
      		7.99%17.21%
      TeslaTesla (TSLA)
      		5.88%8.5%
      AlphabetAlphabet (GOOG)
      		7.56%6.92%
      AppleApple (AAPL)
      		4.97%5.55%
      AmazonAmazon (AMZN)
      		6.22%5.53%
      CrowdstrikeCrowdstrike (CRWD)
      		5.57%5.31%
      ShopifyShopify (SHOP)
      		5.94%5.29%
      MicrosoftMicrosoft (MSFT)
      		5.75%4.99%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		5.06%4.72%
      Trade DeskTrade Desk (TTD)
      		4.42%4.71%
      GEGE (GE)
      		4.34%3.93%
      MetaMeta (META)
      		3.41%3.51%
      JPMorganJPMorgan (JPM)
      		3.16%3.09%
      HubSpotHubSpot (HUBS)
      		4.01%2.64%
      ASMLASML (ASML)
      		4.05%2.47%
      AMDAMD (AMD)
      		3.79%2.42%
      GE VernovaGE Vernova (GEV)
      		0%1.55%
      Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
      		2.36%1.54%
      iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
      		2.36%1.52%
      VisaVisa (V)
      		1.24%0.92%
      GE HealthCareGE HealthCare (GEHC)
      		0%0.82%
      WixWix (WIX)
      		1.25%0.66%
      NiceNice (NICE)
      		1.24%0.59%
      UnityUnity (U)
      		0.83%0.53%
      KinsaleKinsale (KNSL)
      		0.83%0.52%
      DoorDashDoorDash (DASH.US)
      		0.83%0.52%
      UpstartUpstart (UPST)
      		0.43%0.41%
      MasimoMasimo (MASI)
      		0.31%0.3%
      SnowflakeSnowflake (SNOW)
      		0.55%0.29%
      ZoomZoom (ZM)
      		0.35%0.29%
      AtlassianAtlassian (TEAM)
      		0.59%0.23%
      AsanaAsana (ASAN)
      		0.69%0.08%
      EnphaseEnphase (ENPH)
      		0.32%0.08%

      Cash Exposure Over Time

      Cash Exposure % Over Time