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rosiebomb
🇹🇭 ETF, Currencies, and Consumable Goods Investor.
1 copier.

Cash Allocation

Range

Highest Cash
June 24, 2023
Lowest Cash
April 1, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
January 14, 2024
Least Diversified
0 instruments
February 2, 2025
Average
9.9 instruments

Most Consistent Holdings

Top 5

avatarIWM
99.87%
avatarTIP
99.87%
avatarPEP
97.34%
avatarXOM
90.31%
avatarJNJ
88.31%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 1, 2023
Lowest Exposure
June 24, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
39.21%
Consumer Non Durables
21.02%
Energy Minerals
10.56%
Health Technology
4.7%
Electronic Technology
3.55%

Top Countries

Top 5

🇺🇸United States
47.12%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
PepsiCoPepsiCo (PEP)
17.22%0%97.34%2/1/2025
ExxonMobilExxonMobil (XOM)
10.56%0%90.31%2/1/2025
Invesco DB US Dollar Index Bullish FundInvesco DB US Dollar Index Bullish Fund (UUP)
10.05%0%86.99%2/1/2025
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
9.88%0%99.87%2/1/2025
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
9.44%0%99.87%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
4.93%0%47.68%1/2/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
4.7%0%88.31%2/1/2025
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
4.27%0%26.83%11/8/2023
NikeNike (NKE)
3.8%0%88.31%2/1/2025
HoneywellHoneywell (HON)
2.66%0%47.41%2/1/2025
McDonald'sMcDonald's (MCD)
2.59%0%49%2/1/2025
CaterpillarCaterpillar (CAT)
2.41%0%39.04%1/17/2024
AdobeAdobe (ADBE)
1.3%0%46.22%2/1/2025
TeslaTesla (TSLA)
0.99%0%15.14%4/28/2023
NVIDIANVIDIA (NVDA)
0.89%0%9.69%3/17/2023
Wheat (Expiring Future)Wheat (Expiring Future) (WHEAT.FUT)
0.88%0%10.36%2/7/2024
SPDR GoldSPDR Gold (GLD)
0.57%0%9.56%7/11/2024
BitcoinBitcoin (BTC)
0.43%0%18.99%2/8/2024
USD/JPYUSD/JPY (USDJPY)
0.43%0%8.37%7/31/2024
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.12%0%3.45%8/5/2024
Teucrium Wheat FundTeucrium Wheat Fund (WEAT)
0.07%0%2.12%1/25/2024
AUD/CADAUD/CAD (AUDCAD)
0.03%0%0.93%2/29/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      PepsiCoPepsiCo (PEP)
      		22.41%20.69%
      Invesco DB US Dollar Index Bullish FundInvesco DB US Dollar Index Bullish Fund (UUP)
      		12.33%13.83%
      ExxonMobilExxonMobil (XOM)
      		11.21%12.65%
      Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
      		11.21%11.6%
      iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
      		11.21%10.82%
      HoneywellHoneywell (HON)
      		5.6%6.77%
      McDonald'sMcDonald's (MCD)
      		5.6%5.86%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		5.6%5.2%
      NikeNike (NKE)
      		5.6%3.66%
      AdobeAdobe (ADBE)
      		3.36%2.79%

      Cash Exposure Over Time

      Cash Exposure % Over Time