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loganx023
🇱🇺 Market Neutral Other, Financial Services, and ETF Investor.
5 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
June 3, 2024
Lowest Cash
January 19, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
32 instruments
May 31, 2025
Least Diversified
0 instruments
February 2, 2025
Average
28.9 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.92%
avatarGOOG
99.92%
avatarMSFT
99.92%
avatarAMZN
99.92%
avatarDIS
99.92%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 19, 2022
Lowest Exposure
June 3, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
35.71%
Finance
17.86%
Technology Services
13.25%
Electronic Technology
11.36%
Retail Trade
4.87%

Top Countries

Top 5

🇺🇸United States
47.65%
🇩🇪Germany
3.05%
🇱🇺Luxembourg
2.76%
🇰🇾Cayman Islands
2.04%
🇨🇦Canada
1.99%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Invesco QQQInvesco QQQ (QQQ)
9.23%7.91%99.92%-
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
9.23%8.8%99.92%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
7.42%7.09%99.92%-
AppleApple (AAPL)
6.94%2.43%99.92%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
5.4%6.31%99.92%-
MicrosoftMicrosoft (MSFT)
5.25%3.72%99.92%-
NVIDIANVIDIA (NVDA)
4.39%7.08%99.92%-
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
4.26%3.5%99.92%-
WelltowerWelltower (WELL)
3.27%3.1%99.92%-
NetflixNetflix (NFLX)
3.25%3.26%90.21%-
AvalonBayAvalonBay (AVB)
3.1%1.99%99.92%-
Realty IncomeRealty Income (O)
3%2.48%99.92%-
SimonSimon (SPG)
2.96%2.16%99.92%-
Digital RealtyDigital Realty (DLR)
2.88%2.96%99.92%-
ArcelorMittalArcelorMittal (MTS.MC)
2.76%2.14%99.92%-
TeslaTesla (TSLA)
2.49%3.47%99.92%-
CostcoCostco (COST)
2.4%1.67%99.92%-
AlphabetAlphabet (GOOG)
2.39%2.35%99.92%-
SAPSAP (SAP.DE)
2.36%2.1%99.92%-
NuNu (NU)
2.04%1.55%99.92%-
Kinross GoldKinross Gold (KGC)
1.99%2.94%99.92%-
AmazonAmazon (AMZN)
1.9%2.12%99.92%-
AT&TAT&T (T)
1.82%1.47%99.92%-
BitcoinBitcoin (BTC)
1.66%2.88%99.92%-
EthereumEthereum (ETH)
1.63%2.7%99.92%-
DisneyDisney (DIS)
1.52%1.38%99.92%-
Mercedes-BenzMercedes-Benz (MBG.DE)
0.66%1.78%34.99%-
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
0.62%1.96%28.91%-
AlibabaAlibaba (BABA)
0.56%0%54.58%12/22/2023
CardanoCardano (ADA)
0.28%0%59.87%2/27/2024
NioNio (NIO)
0.11%0%54.58%12/22/2023
VanEck Global Real Estate UCITS ETFVanEck Global Real Estate UCITS ETF (TRET.DE)
0.09%3.08%4.74%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.09%0%51.34%2/20/2024
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
0.08%1.83%4.19%-
RheinmetallRheinmetall (RHM.DE)
0.03%0.74%4.74%-
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.03%0.52%4.74%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
12.12%9.8%
Invesco QQQInvesco QQQ (QQQ)
5.8%6.88%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6.35%6.59%
NVIDIANVIDIA (NVDA)
3.61%6.09%
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
6.92%5.76%
TeslaTesla (TSLA)
3%4.95%
AppleApple (AAPL)
2.6%3.98%
NetflixNetflix (NFLX)
2.05%3.28%
MicrosoftMicrosoft (MSFT)
2.89%3.2%
SimonSimon (SPG)
3.44%3.16%
BitcoinBitcoin (BTC)
2.47%3.15%
WelltowerWelltower (WELL)
2.62%3.1%
Digital RealtyDigital Realty (DLR)
3.13%3.04%
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
3.6%2.92%
Realty IncomeRealty Income (O)
3.95%2.88%
AlphabetAlphabet (GOOG)
2.86%2.8%
AvalonBayAvalonBay (AVB)
2.93%2.69%
AmazonAmazon (AMZN)
2.51%2.42%
Kinross GoldKinross Gold (KGC)
2.37%2.39%
EthereumEthereum (ETH)
2.7%2.33%
CostcoCostco (COST)
2.15%2.25%
SAPSAP (SAP.DE)
1.63%2.19%
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
2.4%2.05%
ArcelorMittalArcelorMittal (MTS.MC)
2.37%1.89%
DisneyDisney (DIS)
2.31%1.77%
Mercedes-BenzMercedes-Benz (MBG.DE)
2.64%1.72%
AT&TAT&T (T)
1.84%1.7%
NuNu (NU)
1.72%1.38%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments