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monte98
🇨🇭 Investor.
1 copier.

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 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
25.9 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.5%
avatarAXP
99.5%
avatarBAC
99.5%
avatarCVX
99.5%
avatarKO
99.5%

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
29.88%
ETFs
17.49%
Finance
14.77%
Technology Services
11.12%
Consumer Non Durables
7.11%

Top Countries

Top 5

🇺🇸United States
72.63%
🇩🇰Denmark
3.06%
🇯🇵Japan
0.42%
🇨🇭Switzerland
0.35%
🇨🇳China
0.27%

Holdings over time

(Since March 20, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
27.44%10.73%99.5%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
16.23%20.02%71.23%-
AlphabetAlphabet (GOOG)
6.56%7.32%64.76%-
Bank of AmericaBank of America (BAC)
6.46%5.3%99.5%-
American ExpressAmerican Express (AXP)
5.74%7.42%99.5%-
Coca-ColaCoca-Cola (KO)
4.96%5.62%99.5%-
ChevronChevron (CVX)
4.23%2.62%99.5%-
Novo-NordiskNovo-Nordisk (NVO)
3.06%12.49%24.66%-
Kraft HeinzKraft Heinz (KHC)
2.15%1.72%99.5%-
MicrosoftMicrosoft (MSFT)
2.09%7.87%27.15%-
OccidentalOccidental (OXY)
1.86%1.9%63.26%-
BoeingBoeing (BA)
1.8%1.76%63.64%-
Moody'sMoody's (MCO)
1.79%2.07%99.5%-
Take-TwoTake-Two (TTWO)
1.73%1.95%65.13%-
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.88%0.92%71.23%-
DaVitaDaVita (DVA)
0.66%0.89%83.81%-
NVIDIANVIDIA (NVDA)
0.55%1.19%36.74%-
CitiCiti (C)
0.5%0.67%99.5%-
KrogerKroger (KR)
0.46%0.59%99.5%-
VisaVisa (V)
0.46%0.49%99.5%-
SPDR GoldSPDR Gold (GLD)
0.38%0%3.36%12/28/2023
HPHP (HPQ)
0.38%0%59.28%11/21/2024
VerisignVerisign (VRSN)
0.35%0.62%83.81%-
GMGM (GM)
0.34%0%74.84%11/21/2024
ChubbChubb (CB)
0.33%1.39%24.53%-
AmazonAmazon (AMZN)
0.27%0.35%41.72%-
BYDBYD (01211.HK)
0.27%0%56.29%10/28/2024
MastercardMastercard (MA)
0.27%0.41%83.81%-
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.24%0%15.69%7/27/2023
Mitsubishi UFJMitsubishi UFJ (MUFG)
0.22%0%5.35%9/15/2023
AonAon (AON)
0.22%0.25%83.81%-
Sumitomo MitsuiSumitomo Mitsui (SMFG)
0.2%0%59.28%11/21/2024
CharterCharter (CHTR)
0.19%0.17%83.81%-
Liberty SiriusXMLiberty SiriusXM (LSXMK)
0.17%0%15.57%7/27/2023
Liberty MediaLiberty Media (LSXMA)
0.17%0%15.57%7/27/2023
ParamountParamount (PARA)
0.16%0%26.4%10/26/2023
Tactile SystemsTactile Systems (TCMD)
0.11%0.34%22.67%-
Sirius XMSirius XM (SIRI)
0.1%0.37%24.53%-
ViasatViasat (VSAT)
0.09%0.38%22.04%-
ImmunomeImmunome (IMNM)
0.07%0.31%22.67%-
Capital OneCapital One (COF)
0.06%0.27%24.53%-
NuNu (NU)
0.05%0.19%24.53%-
T-MobileT-Mobile (TMUS)
0.04%0.17%24.53%-
AllyAlly (ALLY)
0.04%0.17%24.53%-
Lexington RealtyLexington Realty (LXP)
0.03%0.12%24.53%-
Liberty Formula OneLiberty Formula One (FWONK)
0.03%0.12%24.53%-
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.03%0%0.25%3/22/2023
UniCreditUniCredit (UCG.MI)
0.02%0%0.25%3/22/2023
Domino'sDomino's (DPZ)
0.02%0.09%24.53%-
Liberty MediaLiberty Media (LLYVK)
0.02%0.09%24.53%-
Telecom ItaliaTelecom Italia (TIT.MI)
0.01%0%0.25%3/15/2024
HSBCHSBC (HSBC)
0.01%0%0.25%3/22/2023
Goldman SachsGoldman Sachs (GS)
0.01%0%0.25%3/22/2023
AllianzAllianz (ALV.DE)
0.01%0%0.25%3/22/2023
Credit AgricoleCredit Agricole (ACA.PA)
0.01%0%0.25%3/22/2023
Banco SantanderBanco Santander (SAN)
0.01%0%0.25%3/22/2023
Swiss ReSwiss Re (SREN.ZU)
0.01%0%0.25%3/22/2023
BarclaysBarclays (BARC.L)
0.01%0%0.25%3/22/2023
BPER BancaBPER Banca (BPE.MI)
0.01%0%0.25%3/22/2023
AXAAXA (CS.PA)
0.01%0%0.25%3/22/2023
Deutsche BankDeutsche Bank (DBK.DE)
0.01%0%0.25%3/22/2023
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
0.01%0%0.25%3/22/2023
CaixabankCaixabank (CABK.MC)
0.01%0%0.25%3/22/2023
Julius BaerJulius Baer (BAER.ZU)
0.01%0%0.25%3/22/2023
SoundHoundSoundHound (SOUN)
0.01%0%1.87%12/6/2024
BitcoinBitcoin (BTC)
0.01%0%0.12%3/22/2023
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0%0%0.12%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 & Instruments Over Time

Cash Exposure %

Number of Instruments