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stefaniejonas
🇬🇧 Quant Med Tech 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 21, 2025
Lowest Cash
April 9, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
120 instruments
August 9, 2025
Least Diversified
1 instruments
March 21, 2025
Average
97.9 instruments

Most Consistent Holdings

Top 5

avatarORSTED.CO
97.67%
avatarMRK
97.67%
avatarMRNA
94.88%
avatarGSK.L
93.95%
avatarBDX
93.02%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 9, 2025
Lowest Exposure
March 21, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Health Technology
15.43%
Finance
5.35%
Consumer Non Durables
4.76%
Producer Manufacturing
3.95%
Retail Trade
3.14%

Top Countries

Top 5

🇺🇸United States
23.79%
🇦🇺Australia
8.67%
🇬🇧United Kingdom
7.43%
🇩🇪Germany
3.37%
🇩🇰Denmark
2.51%

Holdings over time

(Since March 21, 2025)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
GeneracGenerac (GNRC)
0.74%1.13%89.3%-
Mineral ResourcesMineral Resources (MIN.ASX)
0.73%1.25%91.63%-
BayerBayer (BAYN.DE)
0.71%0.85%89.3%-
Sydbank A/SSydbank A/S (SYDB.CO)
0.7%0.89%90.7%-
ModernaModerna (MRNA)
0.68%0.75%94.88%-
GSKGSK (GSK.L)
0.68%0.83%93.95%-
Acciona EnergíasAcciona Energías (ANE.MC)
0.67%1.02%71.63%-
EvolutionEvolution (EVO.ST)
0.65%0.78%77.67%-
VodafoneVodafone (VOD.L)
0.65%0.88%77.21%-
URWURW (URW.PA)
0.64%0.87%76.74%-
Nkt A/SNkt A/S (NKT.CO)
0.64%1.02%80%-
Nokian TyresNokian Tyres (TYRES.HE)
0.64%0.85%81.86%-
MarvellMarvell (MRVL)
0.64%1.02%73.95%-
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
0.64%0.9%72.09%-
NABNAB (NAB.ASX)
0.64%0.87%77.67%-
CochlearCochlear (COH.ASX)
0.61%0.77%77.21%-
AstraZenecaAstraZeneca (AZN)
0.6%0.85%77.67%-
First SolarFirst Solar (FSLR)
0.6%0.98%73.02%-
ANZANZ (ANZ.ASX)
0.6%0.89%77.21%-
Charles River LabsCharles River Labs (CRL)
0.6%0.96%71.16%-
AstraZenecaAstraZeneca (AZN.L)
0.6%0.86%76.74%-
AkamaiAkamai (AKAM)
0.59%0.67%87.44%-
ARBARB (ARB.ASX)
0.59%0.84%71.63%-
MerckMerck (MRK)
0.58%0.86%97.67%-
PfizerPfizer (PFE)
0.58%0.75%77.67%-
NEXTDCNEXTDC (NXT.ASX)
0.58%0.9%70.23%-
Campbell SoupCampbell Soup (CPB)
0.58%0.79%90.7%-
InditexInditex (ITX.MC)
0.58%0.75%84.19%-
EversourceEversource (ES)
0.58%0.84%74.88%-
Builders FirstSourceBuilders FirstSource (BLDR)
0.58%0.78%71.16%-
Bio-TechneBio-Techne (TECH)
0.58%0.94%71.16%-
SuncorpSuncorp (SUN.ASX)
0.58%0.7%76.28%-
New HopeNew Hope (NHC.ASX)
0.57%0.77%72.09%-
LondonMetricLondonMetric (LMP.L)
0.57%0.71%78.6%-
BPBP (BP.L)
0.57%0.81%70.23%-
LonzaLonza (LONN.ZU)
0.57%0.68%77.67%-
Spirax-SarcoSpirax-Sarco (SPX.L)
0.57%0.83%71.16%-
TomraTomra (TOM.OL)
0.57%0.57%77.21%-
RecordatiRecordati (REC.MI)
0.56%0.73%74.42%-
NVRNVR (NVR)
0.56%0.77%71.63%-
RocheRoche (ROG.ZU)
0.56%0.76%77.21%-
Siemens HealthineersSiemens Healthineers (SHL.DE)
0.56%0.73%77.21%-
EnphaseEnphase (ENPH)
0.56%0.84%92.56%-
GrainCorpGrainCorp (GNC.ASX)
0.55%0.8%72.09%-
Viva EnergyViva Energy (VEA.ASX)
0.55%0.65%72.09%-
PhilipsPhilips (PHIA.NV)
0.55%0.84%70.7%-
Foreign & ColonialForeign & Colonial (FCIT.L)
0.54%0.78%70.7%-
WestrockWestrock (SW)
0.53%0.65%77.67%-
TargetTarget (TGT)
0.53%0.69%71.16%-
GE HealthCareGE HealthCare (GEHC)
0.53%0.74%72.56%-
SolvaySolvay (SOLB.BR)
0.53%0.65%77.21%-
Best BuyBest Buy (BBY)
0.52%0.82%70.7%-
VonoviaVonovia (VNA.DE)
0.52%0.66%74.88%-
AESAES (AES)
0.52%0.96%58.6%-
CooperCooper (COO)
0.52%0.67%87.44%-
JD SportsJD Sports (JD.L)
0.51%0.77%70.7%-
James HardieJames Hardie (JHX.ASX)
0.51%0.64%70.7%-
SanofiSanofi (SAN.PA)
0.51%0.65%77.67%-
Pool Corp.Pool Corp. (POOL)
0.51%0.68%70.7%-
Zealand Pharma A/SZealand Pharma A/S (ZEAL.CO)
0.5%0.72%77.67%-
DiasorinDiasorin (DIA.MI)
0.5%0.56%76.74%-
TeleflexTeleflex (TFX)
0.5%0.74%71.16%-
PorschePorsche (P911.DE)
0.5%0.66%73.95%-
MerckMerck (MRK.DE)
0.5%0.68%73.49%-
DiageoDiageo (DGE.L)
0.49%0.61%74.42%-
BeiersdorfBeiersdorf (BEI.DE)
0.49%0.56%77.21%-
PolyNovoPolyNovo (PNV.ASX)
0.49%0.71%71.16%-
UPSUPS (UPS)
0.49%0.63%71.63%-
GlobalFoundriesGlobalFoundries (GFS)
0.48%0.66%71.16%-
HealiusHealius (HLS.ASX)
0.48%0.49%88.37%-
Stellantis NVStellantis NV (STLAP.PA)
0.46%0.7%70.23%-
Constellation BrandsConstellation Brands (STZ)
0.46%0.53%73.95%-
SonovaSonova (SOON.ZU)
0.44%0.56%70.23%-
ReeceReece (REH.ASX)
0.43%0.52%70.7%-
IMCDIMCD (IMCD.NV)
0.43%0.53%70.23%-
UnitedHealthUnitedHealth (UNH)
0.41%0.97%82.33%-
AdobeAdobe (ADBE)
0.4%0.63%60%-
Elevance HealthElevance Health (ELV)
0.4%0.76%86.98%-
BDBD (BDX)
0.39%0.83%93.02%-
PensanaPensana (PRE.L)
0.39%1.32%34.42%-
ViatrisViatris (VTRS)
0.39%0.84%56.74%-
West PharmaWest Pharma (WST)
0.38%0.91%44.19%-
OrstedOrsted (ORSTED.CO)
0.38%0.32%97.67%-
CloroxClorox (CLX)
0.34%0.74%87.44%-
DanaherDanaher (DHR)
0.34%0.76%45.12%-
SchlumbergerSchlumberger (SLB)
0.32%0.69%44.19%-
RevvityRevvity (RVTY)
0.31%0.71%45.12%-
Rocket LabRocket Lab (RKLB)
0.31%0.94%44.19%-
Stanley Black & DeckerStanley Black & Decker (SWK)
0.3%0.72%39.07%-
AgilentAgilent (A.US)
0.3%0.91%37.21%-
Zimmer BiometZimmer Biomet (ZBH)
0.3%0.79%37.67%-
Global PaymentsGlobal Payments (GPN)
0.29%0.77%38.14%-
IDPIDP (IEL.ASX)
0.29%0.49%73.49%-
PepsiCoPepsiCo (PEP)
0.29%0.79%37.67%-
Circle Internet Group IncCircle Internet Group Inc (CRCL)
0.29%0.4%57.21%-
AlexandriaAlexandria (ARE)
0.28%0.7%37.67%-
DeckersDeckers (DECK)
0.28%0.68%37.21%-
Kraft HeinzKraft Heinz (KHC)
0.27%0.66%38.14%-
Treasury Wine EstatesTreasury Wine Estates (TWE.ASX)
0.27%0.59%37.67%-
Church & DwightChurch & Dwight (CHD)
0.26%0.67%37.21%-
WPPWPP (WPP.L)
0.26%0.61%38.14%-
IDEXIDEX (IEX)
0.26%0.68%38.14%-
DowDow (DOW)
0.26%0.56%41.4%-
VivendiVivendi (VIV.PA)
0.25%0.65%37.67%-
AccentureAccenture (ACN)
0.25%0.64%37.67%-
PearsonPearson (PSON.L)
0.25%0.72%34.42%-
IFFIFF (IFF)
0.25%0.63%38.14%-
LyondellBasellLyondellBasell (LYB)
0.24%0.54%38.6%-
AGLAGL (AGL.ASX)
0.22%0.7%32.56%-
Var Energi ASAVar Energi ASA (VAR.OL)
0.19%0%37.67%6/13/2025
PDD HoldingsPDD Holdings (PDD)
0.17%0%77.67%9/11/2025
EverestEverest (EG)
0.16%0%86.98%10/8/2025
Hoegh Autoliners ASAHoegh Autoliners ASA (HAUTO.OL)
0.16%0%18.6%5/13/2025
PG&EPG&E (PCG)
0.15%0.8%22.79%-
VestasVestas (VWS.CO)
0.14%0%21.4%5/12/2025
NesteNeste (NESTE.HE)
0.14%0%15.81%4/29/2025
ColgateColgate (CL)
0.13%0.12%86.05%-
Mitsubishi UFJMitsubishi UFJ (MUFG)
0.13%0%67.91%8/13/2025
YaraYara (YAR.OL)
0.13%0%14.42%4/25/2025
Bellevue GoldBellevue Gold (BGL.ASX)
0.12%0%89.3%10/2/2025
AmcorAmcor (AMCR)
0.12%0%44.19%7/8/2025
EdisonEdison (EIX)
0.11%0.07%92.56%-
DiamondbackDiamondback (FANG)
0.11%0.07%93.02%-
Lamb WestonLamb Weston (LW)
0.1%0%31.63%6/10/2025
Akva Group ASAAkva Group ASA (AKVA.OL)
0.1%0%20%5/6/2025
DaVitaDaVita (DVA)
0.1%0.06%88.84%-
Norsk HydroNorsk Hydro (NHY.OL)
0.1%0%53.95%7/22/2025
HormelHormel (HRL)
0.1%0%29.77%6/10/2025
HenganHengan (1044.HK)
0.1%0%25.58%5/19/2025
New World DevelopmentNew World Development (00017.HK)
0.09%0%41.86%6/25/2025
SteadfastSteadfast (SDF.ASX)
0.09%0%17.21%5/1/2025
RamsayRamsay (RHC.ASX)
0.09%0%17.21%5/2/2025
EquinorEquinor (EQNR.OL)
0.09%0%33.02%6/13/2025
MichelinMichelin (ML.PA)
0.08%0%17.21%5/2/2025
Wallenius Wilhelmsen ASAWallenius Wilhelmsen ASA (WAWI.OL)
0.08%0%16.28%5/12/2025
Medistim ASAMedistim ASA (MEDI.OL)
0.08%0%20%5/9/2025
BrenntagBrenntag (BNR.DE)
0.08%0%21.4%5/12/2025
WärtsiläWärtsilä (WRT1V.HE)
0.08%0%22.79%5/14/2025
Erie InsuranceErie Insurance (ERIE)
0.08%0.78%84.65%-
Stolt-Nielsen LtdStolt-Nielsen Ltd (SNI.OL)
0.08%0%22.33%5/14/2025
Schneider ElectricSchneider Electric (SU.PA)
0.08%0%25.12%5/21/2025
Grieg Seafood ASAGrieg Seafood ASA (GSF.OL)
0.08%0%13.49%4/23/2025
CargotecCargotec (HIAB.HE)
0.08%0%22.33%5/14/2025
PrysmianPrysmian (PRY.MI)
0.08%0%22.33%5/13/2025
Idex Biometrics ASAIdex Biometrics ASA (IDEX.OL)
0.07%0%23.72%5/14/2025
VistryVistry (VTY.L)
0.07%0%13.02%4/23/2025
WDPWDP (WDP.BR)
0.07%0%46.98%7/23/2025
HumanaHumana (HUM)
0.07%0%81.4%10/8/2025
EntainEntain (ENT.L)
0.07%0%14.42%4/28/2025
Aker BPAker BP (AKRBP.OL)
0.07%0%19.07%5/14/2025
Procter & GambleProcter & Gamble (PG)
0.07%0.06%84.65%-
SSESSE (SSE.L)
0.07%0%9.77%4/30/2025
AMDAMD (AMD)
0.07%0%13.02%5/1/2025
Royal UnibrewRoyal Unibrew (RBREW.CO)
0.07%0.07%83.26%-
Galp Energia SGPS SAGalp Energia SGPS SA (GALP.LS)
0.07%0%31.63%6/10/2025
FluidraFluidra (FDR.MC)
0.06%0%19.53%5/13/2025
SaipemSaipem (SPM.MI)
0.06%0%13.49%5/2/2025
BHPBHP (BHP.ASX)
0.06%0%16.28%5/7/2025
DellDell (DELL)
0.06%0%11.63%5/1/2025
WalgreensWalgreens (WBA)
0.06%0%17.67%5/12/2025
MelroseMelrose (MRO.L)
0.06%0%17.21%5/9/2025
Jyske BankJyske Bank (JYSK.CO)
0.06%0%13.49%5/2/2025
Pernod RicardPernod Ricard (RI.PA)
0.06%0%7.44%4/11/2025
MongoDBMongoDB (MDB)
0.05%0%12.09%4/29/2025
Elia Group SAElia Group SA (ELI.BR)
0.05%0%6.98%4/11/2025
RentokilRentokil (RTO.L)
0.05%0%12.09%5/2/2025
L'OréalL'Oréal (OR.PA)
0.05%0%6.51%4/10/2025
MondelezMondelez (MDLZ)
0.05%0%9.3%4/22/2025
UNITE GroupUNITE Group (UTG.L)
0.05%0.58%7.91%-
SwisscomSwisscom (SCMN.ZU)
0.05%0%6.51%4/11/2025
Match GroupMatch Group (MTCH)
0.05%0%9.77%4/25/2025
ABFABF (ABF.L)
0.04%0%5.12%4/11/2025
CharterCharter (CHTR)
0.04%0.68%5.12%-
Dollar GeneralDollar General (DG.US)
0.03%0%14.88%5/19/2025
QualcommQualcomm (QCOM)
0.03%0%6.05%5/7/2025
AtlassianAtlassian (TEAM)
0.03%0%4.65%5/12/2025
Dollar TreeDollar Tree (DLTR)
0.03%0%5.12%4/14/2025
CenteneCentene (CNC)
0.03%0%9.77%5/8/2025
Huntington IngallsHuntington Ingalls (HII)
0.03%0%5.12%4/25/2025
MotorolaMotorola (MSI)
0.03%0%41.86%7/31/2025
Navigator Company SANavigator Company SA (NVG.LS)
0.03%0%4.65%4/14/2025
EurofinsEurofins (ERF.PA)
0.03%0%4.65%4/14/2025
EAEA (EA)
0.03%0%4.65%4/14/2025
ChallengerChallenger (CGF.ASX)
0.03%0%3.72%4/10/2025
Tractor SupplyTractor Supply (TSCO)
0.03%0%8.84%5/5/2025
CarMaxCarMax (KMX)
0.03%0%10.23%5/8/2025
BrickworksBrickworks (BKW.ASX)
0.02%0%5.12%4/24/2025
BungeBunge (BG)
0.02%0%3.26%4/11/2025
BapcorBapcor (BAP.ASX)
0.02%0%2.79%5/13/2025
ARMARM (ARM)
0.02%0%2.79%5/12/2025
CellnexCellnex (CLNX.MC)
0.02%0%4.19%4/16/2025
Edwards LifesciencesEdwards Lifesciences (EW)
0.02%0%4.19%4/24/2025
MaerskMaersk (MAERSKB.CO)
0.02%0%2.33%5/12/2025
UnileverUnilever (ULVR.L)
0.02%0%3.26%4/14/2025
MPCMPC (MPCC.OL)
0.02%0%2.33%5/12/2025
Severn TrentSevern Trent (SVT.L)
0.02%0%3.26%4/14/2025
TescoTesco (TSCO.L)
0.02%0%3.26%4/14/2025
National GridNational Grid (NG.L)
0.02%0%3.26%4/14/2025
ExpeditorsExpeditors (EXPD)
0.02%0%4.19%4/25/2025
J.B.HuntJ.B.Hunt (JBHT)
0.02%0%4.19%4/25/2025
MetcashMetcash (MTS.ASX)
0.02%0%3.26%4/14/2025
OmnicomOmnicom (OMC)
0.02%0%4.19%4/25/2025
TraneTrane (TT)
0.02%0%4.19%4/25/2025
Arch CapitalArch Capital (ACGL)
0.02%0%7.44%5/7/2025
HalliburtonHalliburton (HAL)
0.02%0%9.3%5/12/2025
TeslaTesla (TSLA)
0.01%0%3.26%4/23/2025
Interpublic GroupInterpublic Group (IPG)
0.01%0%3.72%4/24/2025
DCCDCC (DCC.L)
0.01%0%7.44%5/8/2025
Invitation HomesInvitation Homes (INVH)
0.01%0%4.65%5/1/2025
TotalEnergiesTotalEnergies (TTE.PA)
0.01%0%19.07%6/10/2025
VeraltoVeralto (VLTO)
0.01%0%4.19%4/30/2025
Baidu IncBaidu Inc (9888.HK)
0.01%0%1.86%5/12/2025
Public StoragePublic Storage (PSA)
0.01%0%4.19%4/30/2025
UHSUHS (UHS)
0.01%0%4.19%4/30/2025
Sherwin-WilliamsSherwin-Williams (SHW)
0.01%0%3.72%4/29/2025
SantosSantos (STO.ASX)
0.01%0%2.79%4/14/2025
AlphabetAlphabet (GOOG)
0.01%0%3.26%4/24/2025
AlphabetAlphabet (GOOGL)
0.01%0%3.26%4/24/2025
MSCIMSCI (MSCI)
0.01%0%4.19%5/1/2025
Imperial BrandsImperial Brands (IMB.L)
0.01%0%1.86%4/11/2025
CarrefourCarrefour (CA.PA)
0.01%0%1.86%4/11/2025
ColonialColonial (COL.MC)
0.01%0%1.86%4/11/2025
United UtilitiesUnited Utilities (UU.L)
0.01%0%1.86%4/11/2025
AristaArista (ANET)
0.01%0%1.4%4/10/2025
Premier InvestmentsPremier Investments (PMV.ASX)
0.01%0%1.4%5/9/2025
NorwegianNorwegian (NAS.OL)
0.01%0%1.4%4/10/2025
ColruytColruyt (COLR.BR)
0.01%0%1.4%5/5/2025
WoolworthsWoolworths (WOW.ASX)
0.01%0%1.4%4/10/2025
ComcastComcast (CMCSA)
0.01%0%2.33%4/29/2025
Ross StoresRoss Stores (ROST)
0.01%0%1.86%4/25/2025
WiseTech GlobalWiseTech Global (WTC.ASX)
0.01%0%0.93%5/8/2025
DemantDemant (DEMANT.CO)
0.01%0%0.93%5/9/2025
Daimler TruckDaimler Truck (DTG.DE)
0.01%0%0.93%5/8/2025
PCAPCA (PKG)
0.01%0%1.4%4/24/2025
FactSetFactSet (FDS)
0.01%0%1.4%4/24/2025
HCAHCA (HCA)
0.01%0%1.4%4/24/2025
AdidasAdidas (ADS.DE)
0%0%6.51%5/14/2025
ONEOKONEOK (OKE)
0%0%6.05%5/13/2025
ExxonMobilExxonMobil (XOM)
0%0%5.58%5/12/2025
GlencoreGlencore (GLEN.L)
0%0%5.58%5/12/2025
AirbnbAirbnb (ABNB)
0%0%0.93%5/8/2025
Hewlett Packard EnterpriseHewlett Packard Enterprise (HPE)
0%0%0.93%4/23/2025
IntuitIntuit (INTU)
0%0%0.93%4/23/2025
NextEraNextEra (NEE)
0%0%0.93%4/23/2025
Iron MountainIron Mountain (IRM)
0%0%0.93%4/23/2025
Keysight TechnologiesKeysight Technologies (KEYS)
0%0%0.93%4/23/2025
Digital RealtyDigital Realty (DLR)
0%0%0.93%4/23/2025
ChipotleChipotle (CMG)
0%0%0.93%4/23/2025
EDPEDP (EDP.LSB)
0%0%5.12%5/13/2025
VistraVistra (VST)
0%0%0.47%5/8/2025
HikmaHikma (HIK.L)
0%0%0.47%5/14/2025
BrevilleBreville (BRG.ASX)
0%0%0.47%5/7/2025
FirstEnergyFirstEnergy (FE)
0%0%0.47%4/10/2025
StarbucksStarbucks (SBUX)
0%0%0.47%4/22/2025
FISFIS (FIS)
0%0%0.47%4/17/2025
NikeNike (NKE)
0%0%0.93%5/2/2025
EdenredEdenred (EDEN.PA)
0%0%0.93%4/30/2025
CarnivalCarnival (CCL)
0%0%0.47%5/1/2025
AlignAlign (ALGN)
0%0%0.47%5/1/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
There is no history available for this day.

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments