marherman avatar

marherman
🇸🇰 Software and Tech Investor.
3 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
March 27, 2023
Lowest Cash
March 30, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
17 instruments
May 31, 2023
Least Diversified
0 instruments
March 27, 2023
Average
10 instruments

Most Consistent Holdings

Top 5

avatarMETA
87.7%
avatarNVDA
85.44%
avatarCRWD
85.44%
avatarGOOG
68.4%
avatarBTC
67.95%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 30, 2023
Lowest Exposure
March 27, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
37.56%
Technology Services
28.94%
Health Technology
3.35%
Consumer Durables
2.8%
Retail Trade
2.51%

Top Countries

Top 5

🇺🇸United States
71.66%
🇬🇧United Kingdom
2.83%
🇨🇭Switzerland
2.06%
🇯🇵Japan
1.14%
🇩🇰Denmark
0.5%

Holdings over time

(Since March 27, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
20.25%0%85.44%9/2/2025
AppleApple (AAPL)
10.92%0%65.12%4/30/2025
MetaMeta (META)
9.73%0%87.7%9/2/2025
CrowdstrikeCrowdstrike (CRWD)
5.9%0%85.44%9/2/2025
AdobeAdobe (ADBE)
5.48%0%63.32%11/5/2024
AlphabetAlphabet (GOOG)
4.58%0%68.4%9/2/2025
BroadcomBroadcom (AVGO)
3.41%0%25.17%9/2/2025
MicrosoftMicrosoft (MSFT)
3.25%0%39.5%9/2/2025
AmazonAmazon (AMZN)
2.51%0%54.4%2/21/2025
ARMARM (ARM)
2.29%0%25.06%9/2/2025
ABBABB (ABBNY)
2.06%0%60.27%11/5/2024
BitcoinBitcoin (BTC)
1.61%2.26%67.95%-
GE HealthCareGE HealthCare (GEHC)
1.56%0%62.53%11/5/2024
RivianRivian (RIVN)
1.47%0%63.32%11/5/2024
NikeNike (NKE)
1.31%0%62.08%11/5/2024
Eli LillyEli Lilly (LLY)
1.29%0%10.95%4/28/2025
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
1.25%0%5.42%8/2/2023
NintendoNintendo (NTDOY)
1.14%0%14.33%8/2/2023
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.68%0%8.8%6/14/2023
Novo-NordiskNovo-Nordisk (NVO)
0.5%3.79%11.4%-
BAE SystemsBAE Systems (BA.L)
0.34%0%14.45%8/3/2023
RheinmetallRheinmetall (RHM.DE)
0.34%0%14.45%8/3/2023
Aston MartinAston Martin (AML.L)
0.19%0%5.08%7/14/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NVIDIANVIDIA (NVDA)
25.83%24.9%
BroadcomBroadcom (AVGO)
12.91%13.28%
Eli LillyEli Lilly (LLY)
12.91%12.34%
AlphabetAlphabet (GOOG)
8.61%9.49%
AmazonAmazon (AMZN)
8.61%9.02%
MetaMeta (META)
8.61%8.7%
MicrosoftMicrosoft (MSFT)
8.61%8.5%
CrowdstrikeCrowdstrike (CRWD)
8.61%8.27%
ARMARM (ARM)
3.88%3.61%
BitcoinBitcoin (BTC)
0.52%0.99%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments