monte98 avatar

monte98
🇨🇭 Tech, Software, ETF, and Med Tech Investor.
1 copier.

Cash Allocation

Range

Highest Cash
March 20, 2023
Lowest Cash
August 1, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
38 instruments
December 12, 2024
Least Diversified
0 instruments
March 20, 2023
Average
23.7 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.41%
avatarAXP
99.41%
avatarBAC
99.41%
avatarCVX
99.41%
avatarKO
99.41%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 1, 2023
Lowest Exposure
March 20, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
33.12%
ETFs
16.9%
Finance
13.78%
Technology Services
9.64%
Consumer Non Durables
7%

Top Countries

Top 5

🇺🇸United States
74.15%
🇩🇰Denmark
1.29%
🇯🇵Japan
0.5%
🇨🇳China
0.32%
🇮🇪Ireland
0.21%

Number of Instruments

Holdings over time

(Since March 20, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
30.34%0%99.41%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
15.58%0%65.93%2/1/2025
Bank of AmericaBank of America (BAC)
6.7%0%99.41%2/1/2025
AlphabetAlphabet (GOOG)
6.43%0%58.26%2/1/2025
American ExpressAmerican Express (AXP)
5.49%0%99.41%2/1/2025
Coca-ColaCoca-Cola (KO)
4.81%0%99.41%2/1/2025
ChevronChevron (CVX)
4.48%0%99.41%2/1/2025
Kraft HeinzKraft Heinz (KHC)
2.18%0%99.41%2/1/2025
BoeingBoeing (BA)
1.84%0%56.93%2/1/2025
OccidentalOccidental (OXY)
1.82%0%56.49%2/1/2025
Moody'sMoody's (MCO)
1.74%0%99.41%2/1/2025
Take-TwoTake-Two (TTWO)
1.7%0%58.7%2/1/2025
Novo-NordiskNovo-Nordisk (NVO)
1.29%0%10.77%2/1/2025
MicrosoftMicrosoft (MSFT)
1.17%0%13.72%2/1/2025
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.88%0%65.93%2/1/2025
DaVitaDaVita (DVA)
0.6%0%80.83%2/1/2025
CitiCiti (C)
0.48%0%99.41%2/1/2025
NVIDIANVIDIA (NVDA)
0.46%0%25.07%2/1/2025
VisaVisa (V)
0.46%0%99.41%2/1/2025
SPDR GoldSPDR Gold (GLD)
0.45%0%3.98%12/28/2023
HPHP (HPQ)
0.44%0%70.21%11/21/2024
KrogerKroger (KR)
0.43%0%99.41%2/1/2025
GMGM (GM)
0.4%0%88.64%11/21/2024
BYDBYD (01211.HK)
0.32%0%66.67%10/28/2024
VerisignVerisign (VRSN)
0.31%0%80.83%2/1/2025
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.28%0%18.58%7/27/2023
Mitsubishi UFJMitsubishi UFJ (MUFG)
0.27%0%6.34%9/15/2023
AmazonAmazon (AMZN)
0.26%0%30.97%2/1/2025
MastercardMastercard (MA)
0.25%0%80.83%2/1/2025
Sumitomo MitsuiSumitomo Mitsui (SMFG)
0.23%0%70.21%11/21/2024
AonAon (AON)
0.21%0%80.83%2/1/2025
Liberty SiriusXMLiberty SiriusXM (LSXMK)
0.21%0%18.44%7/27/2023
Liberty MediaLiberty Media (LSXMA)
0.21%0%18.44%7/27/2023
ParamountParamount (PARA)
0.19%0%31.27%10/26/2023
CharterCharter (CHTR)
0.19%0%80.83%2/1/2025
ChubbChubb (CB)
0.13%0%10.62%2/1/2025
Tactile SystemsTactile Systems (TCMD)
0.05%0%8.41%2/1/2025
Sirius XMSirius XM (SIRI)
0.04%0%10.62%2/1/2025
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.03%0%0.29%3/22/2023
ImmunomeImmunome (IMNM)
0.03%0%8.41%2/1/2025
ViasatViasat (VSAT)
0.03%0%7.67%2/1/2025
UniCreditUniCredit (UCG.MI)
0.03%0%0.29%3/22/2023
Capital OneCapital One (COF)
0.03%0%10.62%2/1/2025
NuNu (NU)
0.02%0%10.62%2/1/2025
AllyAlly (ALLY)
0.02%0%10.62%2/1/2025
T-MobileT-Mobile (TMUS)
0.02%0%10.62%2/1/2025
Telecom ItaliaTelecom Italia (TIT.MI)
0.02%0%0.29%3/15/2024
HSBCHSBC (HSBC)
0.01%0%0.29%3/22/2023
Goldman SachsGoldman Sachs (GS)
0.01%0%0.29%3/22/2023
AllianzAllianz (ALV.DE)
0.01%0%0.29%3/22/2023
Credit AgricoleCredit Agricole (ACA.PA)
0.01%0%0.29%3/22/2023
Banco SantanderBanco Santander (SAN)
0.01%0%0.29%3/22/2023
Swiss ReSwiss Re (SREN.ZU)
0.01%0%0.29%3/22/2023
BarclaysBarclays (BARC.L)
0.01%0%0.29%3/22/2023
BPER BancaBPER Banca (BPE.MI)
0.01%0%0.29%3/22/2023
AXAAXA (CS.PA)
0.01%0%0.29%3/22/2023
Deutsche BankDeutsche Bank (DBK.DE)
0.01%0%0.29%3/22/2023
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
0.01%0%0.29%3/22/2023
CaixabankCaixabank (CABK.MC)
0.01%0%0.29%3/22/2023
Julius BaerJulius Baer (BAER.ZU)
0.01%0%0.29%3/22/2023
Lexington RealtyLexington Realty (LXP)
0.01%0%10.62%2/1/2025
Liberty Formula OneLiberty Formula One (FWONK)
0.01%0%10.62%2/1/2025
Domino'sDomino's (DPZ)
0.01%0%10.62%2/1/2025
Liberty MediaLiberty Media (LLYVK)
0.01%0%10.62%2/1/2025
SoundHoundSoundHound (SOUN)
0.01%0%2.21%12/6/2024
BitcoinBitcoin (BTC)
0.01%0%0.15%3/22/2023
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.01%0%0.15%3/21/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		17.83%19.23%
      Novo-NordiskNovo-Nordisk (NVO)
      		16.39%14.13%
      AppleApple (AAPL)
      		10.74%12.93%
      AlphabetAlphabet (GOOG)
      		7.52%7.82%
      American ExpressAmerican Express (AXP)
      		6.47%7.15%
      MicrosoftMicrosoft (MSFT)
      		7.2%6.93%
      Bank of AmericaBank of America (BAC)
      		4.83%5.09%
      Coca-ColaCoca-Cola (KO)
      		5.15%4.81%
      ChevronChevron (CVX)
      		3.14%2.65%
      OccidentalOccidental (OXY)
      		2.53%2.17%
      Moody'sMoody's (MCO)
      		1.92%1.96%
      Kraft HeinzKraft Heinz (KHC)
      		2.18%1.94%
      Take-TwoTake-Two (TTWO)
      		1.41%1.51%
      BoeingBoeing (BA)
      		1.98%1.45%
      ChubbChubb (CB)
      		1.4%1.28%
      NVIDIANVIDIA (NVDA)
      		1.02%1.1%
      DaVitaDaVita (DVA)
      		0.98%0.95%
      iShares MSCI India ETFiShares MSCI India ETF (INDA)
      		0.87%0.86%
      CitiCiti (C)
      		0.57%0.59%
      Tactile SystemsTactile Systems (TCMD)
      		0.64%0.56%
      KrogerKroger (KR)
      		0.52%0.54%
      VerisignVerisign (VRSN)
      		0.44%0.45%
      VisaVisa (V)
      		0.39%0.41%
      Sirius XMSirius XM (SIRI)
      		0.44%0.37%
      MastercardMastercard (MA)
      		0.35%0.36%
      AmazonAmazon (AMZN)
      		0.35%0.36%
      ImmunomeImmunome (IMNM)
      		0.46%0.35%
      ViasatViasat (VSAT)
      		0.41%0.35%
      AonAon (AON)
      		0.26%0.24%
      Capital OneCapital One (COF)
      		0.26%0.24%
      AllyAlly (ALLY)
      		0.17%0.17%
      NuNu (NU)
      		0.22%0.16%
      T-MobileT-Mobile (TMUS)
      		0.17%0.15%
      CharterCharter (CHTR)
      		0.17%0.14%
      Lexington RealtyLexington Realty (LXP)
      		0.13%0.11%
      Liberty Formula OneLiberty Formula One (FWONK)
      		0.1%0.11%
      Liberty MediaLiberty Media (LLYVK)
      		0.09%0.08%
      Domino'sDomino's (DPZ)
      		0.09%0.08%

      Cash Exposure Over Time

      Cash Exposure % Over Time