sueric avatar

sueric
🇲🇽 Software, Media Services, and Retail Investor.
1 copier.

Cash Allocation

Range

Highest Cash
July 11, 2022
Lowest Cash
February 12, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
46 instruments
August 30, 2022
Least Diversified
0 instruments
February 2, 2025
Average
28.3 instruments

Most Consistent Holdings

Top 5

avatarCRM
99.91%
avatarTSM
92.79%
avatarGOOG
89.96%
avatarAMZN
87.5%
avatarBABA
86.59%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 12, 2022
Lowest Exposure
July 11, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
30.71%
Retail Trade
14.75%
Commercial Services
14.13%
Electronic Technology
13.25%
Consumer Non Durables
8.38%

Top Countries

Top 5

🇺🇸United States
70.81%
🇨🇳China
8.36%
🇹🇼Taiwan
6.76%
🇫🇷France
3.91%
🇩🇪Germany
3.74%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
10.57%0%89.96%2/1/2025
MicrosoftMicrosoft (MSFT)
7.85%0%69.25%2/28/2024
TSMCTSMC (TSM)
6.76%0%92.79%12/30/2024
AppleApple (AAPL)
6.33%0%77.37%5/29/2024
ConcentrixConcentrix (CNXC)
5.22%0%60.86%2/1/2025
PayPalPayPal (PYPL)
4.59%0%55.11%2/1/2025
Home DepotHome Depot (HD)
3.97%0%55.47%2/28/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.84%0%69.25%2/28/2024
CrocsCrocs (CROX)
3.52%0%50%2/1/2025
SalesforceSalesforce (CRM)
3.2%0%99.91%2/1/2025
TeleperformanceTeleperformance (TEP.PA)
3.2%0%37.77%2/1/2025
MINISOMINISO (MNSO)
2.73%0%32.66%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
2.69%0%39.05%3/29/2023
JD.comJD.com (JD.US)
2.31%0%58.21%2/1/2025
IntuitIntuit (INTU)
2.28%0%64.87%2/28/2024
VertexVertex (VRTX)
2.21%0%82.03%7/19/2024
NagarroNagarro (NA9.DE)
2.15%0%37.04%2/1/2025
AlibabaAlibaba (BABA)
1.93%0%86.59%2/1/2025
StarbucksStarbucks (SBUX)
1.61%0%77.55%9/10/2024
AdidasAdidas (ADS.DE)
1.59%0%72.9%1/14/2025
NikeNike (NKE)
1.33%0%75.91%2/1/2025
WalmartWalmart (WMT)
1.32%0%38.87%3/27/2023
AmazonAmazon (AMZN)
1.24%0%87.5%10/29/2024
C.H. RobinsonC.H. Robinson (CHRW)
1.17%0%33.94%5/15/2023
Coca-ColaCoca-Cola (KO)
1.1%0%38.87%3/27/2023
CrowdstrikeCrowdstrike (CRWD)
1%0%56.66%11/30/2023
PayoneerPayoneer (PAYO)
0.96%0%83.67%8/6/2024
BaiduBaidu (BIDU)
0.96%0%86.22%9/3/2024
LindeLinde (LIN)
0.75%0%36.04%9/5/2023
CostcoCostco (COST)
0.73%0%51.64%12/19/2023
LVMHLVMH (MC.PA)
0.71%0%34.49%2/1/2025
ShopifyShopify (SHOP)
0.67%0%36.77%5/4/2023
PhiniaPhinia (PHIN)
0.66%0%28.19%6/7/2024
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.56%0%39.05%3/29/2023
OccidentalOccidental (OXY)
0.56%0%17.79%2/14/2023
ChevronChevron (CVX)
0.54%0%14.87%1/12/2023
AllyAlly (ALLY)
0.52%0%42.06%12/29/2023
KinsaleKinsale (KNSL)
0.5%0%21.72%2/1/2025
CloudflareCloudflare (NET)
0.42%0%38.41%6/26/2023
CorsairCorsair (CRSR)
0.4%0%37.04%3/6/2023
PfizerPfizer (PFE)
0.38%0%32.12%6/13/2023
GMGM (GM)
0.31%0%57.21%10/19/2023
FedExFedEx (FDX)
0.29%0%30.11%5/31/2023
SeaSea (SE)
0.28%0%22.17%11/14/2022
AlphabetAlphabet (GOOGL)
0.28%0%37.32%7/7/2023
CitiCiti (C)
0.25%0%22.17%3/3/2023
PDD HoldingsPDD Holdings (PDD)
0.24%0%10.4%10/11/2023
Tencent MusicTencent Music (TME)
0.22%0%59.58%11/14/2023
TwilioTwilio (TWLO)
0.21%0%43.07%6/30/2023
MeituanMeituan (03690.HK)
0.21%0%26.73%11/4/2022
ExxonMobilExxonMobil (XOM)
0.18%0%10.22%1/11/2023
Bank of AmericaBank of America (BAC)
0.18%0%48.27%12/20/2023
Moody'sMoody's (MCO)
0.17%0%24.82%3/29/2023
Trade DeskTrade Desk (TTD)
0.17%0%19.25%9/28/2022
UiPathUiPath (PATH)
0.15%0%47.45%6/30/2023
CourseraCoursera (COUR)
0.14%0%21.9%9/1/2022
Procter & GambleProcter & Gamble (PG)
0.12%0%19.62%3/29/2023
ASMLASML (ASML)
0.1%0%35.4%7/28/2023
AirbnbAirbnb (ABNB)
0.09%0%3.74%2/10/2022
ParamountParamount (PARA)
0.07%0%28.1%5/9/2023
TransMedicsTransMedics (TMDX)
0.07%0%2.65%2/1/2025
MarkelMarkel (MKL)
0.05%0%8.58%9/21/2022
AMDAMD (AMD)
0.05%0%3.01%2/1/2025
EvolutionEvolution (EVO.ST)
0.04%0%2.28%2/1/2025
NVIDIANVIDIA (NVDA)
0.01%0%0.46%2/1/2025
BitcoinBitcoin (BTC)
0%0%0.46%11/11/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      MINISOMINISO (MNSO)
      		10.05%12.87%
      AlphabetAlphabet (GOOG)
      		7.2%11.99%
      PayPalPayPal (PYPL)
      		9.27%11.77%
      ConcentrixConcentrix (CNXC)
      		16.58%9.85%
      CrocsCrocs (CROX)
      		9.45%9.19%
      TeleperformanceTeleperformance (TEP.PA)
      		11.7%8.54%
      NagarroNagarro (NA9.DE)
      		7.59%6.71%
      JD.comJD.com (JD.US)
      		4.68%4.68%
      SalesforceSalesforce (CRM)
      		3.55%4.51%
      AlibabaAlibaba (BABA)
      		3.29%3.43%
      LVMHLVMH (MC.PA)
      		3.32%3.14%
      AdidasAdidas (ADS.DE)
      		1.05%2.13%
      KinsaleKinsale (KNSL)
      		1.91%2.09%
      NikeNike (NKE)
      		1.98%1.7%
      AMDAMD (AMD)
      		1.79%1.63%

      Cash Exposure Over Time

      Cash Exposure % Over Time