rm2301 avatar

rm2301
🇬🇧 Indices Investor.
5 copiers.

Cash Allocation

Range

Highest Cash
October 14, 2022
Lowest Cash
January 18, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
2 instruments
November 25, 2022
Least Diversified
0 instruments
October 14, 2022
Average
1.1 instruments

Most Consistent Holdings

Top 5

avatarSPX500
82.95%
avatarGBPUSD
24.79%
avatarOIL
0.36%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 18, 2024
Lowest Exposure
October 14, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Indexes
51.78%
Forex
9.46%
Commodities
0.35%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since October 14, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
51.78%99.54%82.95%-
GBP/USDGBP/USD (GBPUSD)
9.46%0%24.79%3/1/2024
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.35%0%0.36%10/18/2022

Exposure over time

Exposure by Sector

    Portfolio Time Machine

    Portfolio date
    InstrumentInvestedValue
    SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
    		99.42%97.59%

    Cash Exposure Over Time

    Cash Exposure % Over Time