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maryusmm
🇷🇴 Durable Goods and Financial Services Investor.
1 copier.

Cash Allocation

Range

Highest Cash
January 6, 2024
Lowest Cash
October 5, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
26 instruments
October 5, 2023
Least Diversified
0 instruments
February 2, 2025
Average
18.4 instruments

Most Consistent Holdings

Top 5

avatarO
99.87%
avatarNIO
99.87%
avatarBLNK
99.87%
avatarGEVO
99.87%
avatarJAGX
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 5, 2023
Lowest Exposure
January 6, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
24.4%
Technology Services
16.45%
Consumer Durables
7.51%
Electronic Technology
5.88%
Producer Manufacturing
5.46%

Top Countries

Top 5

🇺🇸United States
60.19%
🇨🇳China
5.83%
🇬🇧United Kingdom
5.27%
🇮🇱Israel
2.77%
🇨🇦Canada
0.45%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
11.76%0%99.87%2/1/2025
MFA FinancialMFA Financial (MFA)
10.12%0%99.87%2/1/2025
NioNio (NIO)
5.71%0%99.87%2/1/2025
Rio TintoRio Tinto (RIO)
5.27%0%47.14%5/20/2024
EnphaseEnphase (ENPH)
3.86%0%78.35%2/1/2025
PaycomPaycom (PAYC)
3.7%0%86.99%2/1/2025
SnowflakeSnowflake (SNOW)
3.52%0%62.15%11/21/2024
Nano DimensionNano Dimension (NNDM)
2.77%0%99.87%2/1/2025
CrowdstrikeCrowdstrike (CRWD)
2.03%0%27.76%10/10/2023
3M3M (MMM)
1.93%0%51.39%3/15/2024
RobloxRoblox (RBLX)
1.83%0%37.98%5/20/2024
TeslaTesla (TSLA)
1.75%0%30.01%7/3/2024
TellurianTellurian (TELL)
1.51%0%84.73%10/10/2024
VertexVertex (VRTX)
1.35%0%25.63%12/14/2023
VeevaVeeva (VEEV)
1.31%0%31.08%12/14/2023
GevoGevo (GEVO)
1.14%0%99.87%2/1/2025
PalantirPalantir (PLTR)
1.06%0%52.32%2/6/2024
AtlassianAtlassian (TEAM)
1.02%0%27.62%7/9/2024
BitcoinBitcoin (BTC)
0.93%0%22.44%6/22/2023
Willdan GroupWilldan Group (WLDN)
0.92%0%15.41%2/1/2025
Monster BeverageMonster Beverage (MNST)
0.9%0%29.22%2/29/2024
TruistTruist (TFC)
0.82%0%16.87%11/14/2023
Peabody EnergyPeabody Energy (BTU)
0.77%0%15.41%2/1/2025
BioNanoBioNano (BNGO)
0.68%0%95.09%12/27/2024
AGNCAGNC (AGNC)
0.65%0%32.14%7/2/2024
CoupangCoupang (CPNG)
0.61%0%17.53%2/28/2024
SEISEI (SEIC)
0.55%0%14.08%2/1/2025
Blink ChargingBlink Charging (BLNK)
0.54%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
0.51%0%26.43%7/9/2024
DatadogDatadog (DDOG)
0.51%0%10.36%11/7/2023
First SolarFirst Solar (FSLR)
0.47%0%15.41%2/1/2025
NuScale PowerNuScale Power (SMR)
0.46%0%14.08%2/1/2025
AST SpaceMobileAST SpaceMobile (ASTS)
0.45%0%14.34%2/1/2025
Rocket CompaniesRocket Companies (RKT)
0.45%0%15.14%2/1/2025
AppleApple (AAPL)
0.42%0%9.83%5/14/2024
ShopifyShopify (SHOP)
0.41%0%11.42%11/2/2023
PayPalPayPal (PYPL)
0.36%0%20.32%7/9/2024
MicroStrategyMicroStrategy (MSTR)
0.36%0%8.9%2/1/2025
SupermicroSupermicro (SMCI)
0.35%0%14.34%2/1/2025
NVIDIANVIDIA (NVDA)
0.33%0%9.03%2/1/2025
OkloOklo (OKLO)
0.27%0%7.04%2/1/2025
Rocket LabRocket Lab (RKLB)
0.25%0%6.24%2/1/2025
MercadoLibreMercadoLibre (MELI)
0.24%0%5.31%11/2/2023
AMDAMD (AMD)
0.21%0%15.67%7/9/2024
SynopsysSynopsys (SNPS)
0.2%0%11.95%7/1/2024
EQTEQT (EQT)
0.17%0%10.23%3/28/2024
AlibabaAlibaba (BABA)
0.12%0%4.65%3/12/2024
IMAXIMAX (IMAX)
0.04%0%2.66%5/14/2024
SoFiSoFi (SOFI)
0.04%0%0.66%2/1/2025
Rockwell AutomationRockwell Automation (ROK)
0.03%0%3.59%2/27/2024
Jaguar HealthJaguar Health (JAGX)
0.01%0%29.88%8/20/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      MFA FinancialMFA Financial (MFA)
      		9.41%13.82%
      Realty IncomeRealty Income (O)
      		4.9%9.44%
      PaycomPaycom (PAYC)
      		4.71%8.14%
      EnphaseEnphase (ENPH)
      		6.28%5.82%
      Willdan GroupWilldan Group (WLDN)
      		2.83%5.79%
      NioNio (NIO)
      		25.56%5.46%
      Nano DimensionNano Dimension (NNDM)
      		9.43%5.04%
      Peabody EnergyPeabody Energy (BTU)
      		2.49%4.77%
      SEISEI (SEIC)
      		1.57%4.13%
      Rocket LabRocket Lab (RKLB)
      		1.57%3.83%
      NVIDIANVIDIA (NVDA)
      		1.57%3.74%
      MicroStrategyMicroStrategy (MSTR)
      		1.88%3.35%
      OkloOklo (OKLO)
      		1.26%3.23%
      AST SpaceMobileAST SpaceMobile (ASTS)
      		1.57%2.98%
      GevoGevo (GEVO)
      		5.65%2.96%
      First SolarFirst Solar (FSLR)
      		1.57%2.95%
      NuScale PowerNuScale Power (SMR)
      		1.25%2.72%
      Rocket CompaniesRocket Companies (RKT)
      		1.66%2.57%
      SupermicroSupermicro (SMCI)
      		1.58%2.32%
      Blink ChargingBlink Charging (BLNK)
      		4.71%0.3%
      Jaguar HealthJaguar Health (JAGX)
      		5.81%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time