michaeldbaker avatar

michaeldbaker
🇬🇧 Software and ETF Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
October 2, 2024
Lowest Cash
January 30, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
January 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
10.8 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.87%
avatarMETA
99.87%
avatarMSFT
99.87%
avatarAMZN
99.87%
avatarTSLA
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
January 30, 2024
Lowest Exposure
October 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
28.72%
Electronic Technology
16.28%
Retail Trade
15.15%
Finance
12.12%
Consumer Durables
8.52%

Top Countries

Top 5

🇺🇸United States
58.91%
🇬🇧United Kingdom
16.28%
🇨🇳China
8.92%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Rolls-RoyceRolls-Royce (RR.L)
16.28%0%92.3%2/1/2025
MetaMeta (META)
13.2%0%99.87%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
12.12%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
9.3%0%99.87%2/1/2025
AmazonAmazon (AMZN)
8.09%0%99.87%2/1/2025
AlibabaAlibaba (BABA)
7.05%0%99.87%2/1/2025
TeslaTesla (TSLA)
6.65%0%99.87%2/1/2025
AlphabetAlphabet (GOOG)
6.08%0%99.87%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
4.22%0%48.61%2/1/2025
NioNio (NIO)
1.87%0%61.35%4/15/2024
IDEXXIDEXX (IDXX)
1.63%0%52.46%2/7/2024
Direxion Daily Aerospace & Defense Bull 3X SharesDirexion Daily Aerospace & Defense Bull 3X Shares (DFEN)
1.44%0%14.48%2/1/2025
OccidentalOccidental (OXY)
1.13%0%47.41%2/1/2025
AramarkAramark (ARMK)
0.58%0%14.48%2/1/2025
BitcoinBitcoin (BTC)
0.44%0%38.38%2/1/2025
MicroStrategyMicroStrategy (MSTR)
0.08%0%1.46%2/1/2025
Bigbear.AiBigbear.Ai (BBAI)
0.06%0%1.46%2/1/2025
CardanoCardano (ADA)
0.04%0%5.84%2/15/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      MetaMeta (META)
      		8.69%15.28%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		12.92%13.77%
      AmazonAmazon (AMZN)
      		8.02%8.61%
      TeslaTesla (TSLA)
      		6.91%8.58%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		8.39%8.44%
      Direxion Daily Aerospace & Defense Bull 3X SharesDirexion Daily Aerospace & Defense Bull 3X Shares (DFEN)
      		13.77%8.32%
      MicrosoftMicrosoft (MSFT)
      		5.2%7.88%
      AlphabetAlphabet (GOOG)
      		2.89%5.99%
      AlibabaAlibaba (BABA)
      		11.45%4.94%
      AramarkAramark (ARMK)
      		4.82%3.85%
      OccidentalOccidental (OXY)
      		2.58%1.87%
      BitcoinBitcoin (BTC)
      		1.12%1.37%
      Rolls-RoyceRolls-Royce (RR.L)
      		0.17%0.15%

      Cash Exposure Over Time

      Cash Exposure % Over Time