ritz2740 avatar

ritz2740
🇦🇺 Telecom, Durable Goods, Financial Services, and Entertainment Investor.
1 copier.

Cash Allocation

Range

Highest Cash
May 23, 2023
Lowest Cash
December 13, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
18 instruments
October 29, 2024
Least Diversified
0 instruments
February 2, 2025
Average
14.7 instruments

Most Consistent Holdings

Top 5

avatarJPM
99.87%
avatarT
99.87%
avatarV
99.87%
avatarTSLA
99.87%
avatarF
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
December 13, 2023
Lowest Exposure
May 23, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Durables
28.21%
Finance
16.06%
Communications
15.3%
Commercial Services
14.92%
Electronic Technology
8.87%

Top Countries

Top 5

🇺🇸United States
65.2%
🇬🇧United Kingdom
14.47%
🇨🇳China
8.69%
🇫🇷France
8.41%
🇩🇰Denmark
0.13%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
FordFord (F)
17.11%0%99.87%2/1/2025
VisaVisa (V)
14.84%0%99.87%2/1/2025
BTBT (BT.L)
10.87%0%99.87%2/1/2025
JPMorganJPMorgan (JPM)
9.32%0%99.87%2/1/2025
AirbusAirbus (AIR.PA)
8.4%0%99.87%2/1/2025
Capital OneCapital One (COF)
5.92%0%64.67%2/1/2025
NIONIO (9866.HK)
5.87%0%92.03%2/1/2025
ParamountParamount (PARA)
5.52%0%99.87%2/1/2025
TeslaTesla (TSLA)
5.22%0%99.87%2/1/2025
AT&TAT&T (T)
4.43%0%99.87%2/1/2025
Imperial BrandsImperial Brands (IMB.L)
3.13%0%90.7%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
2.34%0%41.97%11/20/2023
BYDBYD (01211.HK)
1.94%0%40.64%9/27/2024
MetaMeta (META)
0.94%0%21.38%6/10/2024
Light & WonderLight & Wonder (LNW)
0.82%0%16.2%2/1/2025
Ping AnPing An (2318.HK)
0.8%0%41.7%2/1/2025
BATBAT (BATS.L)
0.47%0%45.55%2/1/2025
Black HillsBlack Hills (BKH)
0.46%0%36.52%5/20/2024
NVIDIANVIDIA (NVDA)
0.44%0%31.08%2/1/2025
BitcoinBitcoin (BTC)
0.14%0%10.36%3/22/2023
MaerskMaersk (MAERSKB.CO)
0.13%0%11.29%1/4/2024
PayPalPayPal (PYPL)
0.08%0%36.92%4/23/2024
AlibabaAlibaba (9988.HK)
0.05%0%21.51%6/15/2023
Kindercare Learning Cos IncKindercare Learning Cos Inc (KLC)
0.05%0%5.84%2/1/2025
Reddit IncReddit Inc (RDDT)
0.03%0%10.89%11/1/2024
IntelIntel (INTC)
0.03%0%17.66%2/1/2025
HaitongHaitong (06837.HK)
0.02%0%12.75%2/1/2025
NioNio (NIO)
0.01%0%13.94%9/13/2024
CloudflareCloudflare (NET)
0.01%0%2.66%5/18/2023
CarrefourCarrefour (CA.PA)
0%0%1.2%7/18/2024
XiaomiXiaomi (1810.HK)
0%0%1.06%8/29/2023
Mercedes-BenzMercedes-Benz (MBG.DE)
0%0%0.53%8/5/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      VisaVisa (V)
      		11.88%15.24%
      FordFord (F)
      		8.91%11.88%
      JPMorganJPMorgan (JPM)
      		5.94%10.71%
      Capital OneCapital One (COF)
      		8.12%10.17%
      BTBT (BT.L)
      		11.98%10.1%
      TeslaTesla (TSLA)
      		3.87%7.79%
      AirbusAirbus (AIR.PA)
      		3.99%7.74%
      AT&TAT&T (T)
      		6.44%6.06%
      Light & WonderLight & Wonder (LNW)
      		7.38%4.72%
      NIONIO (9866.HK)
      		11.97%4.53%
      ParamountParamount (PARA)
      		10.81%3.93%
      Ping AnPing An (2318.HK)
      		2.26%2.06%
      NVIDIANVIDIA (NVDA)
      		1.99%1.57%
      Imperial BrandsImperial Brands (IMB.L)
      		1.36%1.26%
      BATBAT (BATS.L)
      		1.31%1.05%
      Kindercare Learning Cos IncKindercare Learning Cos Inc (KLC)
      		1.15%0.77%
      IntelIntel (INTC)
      		0.19%0.12%
      HaitongHaitong (06837.HK)
      		0.17%0.11%

      Cash Exposure Over Time

      Cash Exposure % Over Time