urosv4 avatar

urosv4
🇸🇮 Med Tech and Software Investor.
64 copiers.

Cash Allocation

Range

Highest Cash
September 11, 2023
Lowest Cash
February 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
28 instruments
June 12, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.9 instruments

Most Consistent Holdings

Top 5

avatarISRG
99.91%
avatarPLTR
99.91%
avatarNVDA
90.52%
avatarAXP
61.9%
avatarTSLA
61.44%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 1, 2022
Lowest Exposure
September 11, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
37.25%
Technology Services
17.17%
Health Technology
10.32%
Finance
6.59%
Retail Trade
5.55%

Top Countries

Top 5

🇺🇸United States
84.99%
🇩🇰Denmark
2.6%
🇹🇼Taiwan
0.25%
🇮🇳India
0.18%
🇨🇳China
0.1%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
35.39%0%90.52%2/1/2025
PalantirPalantir (PLTR)
6.21%0%99.91%2/1/2025
Intuitive SurgicalIntuitive Surgical (ISRG)
5.65%0%99.91%2/1/2025
VisaVisa (V)
3.01%0%59.71%11/16/2023
American ExpressAmerican Express (AXP)
2.74%0%61.9%8/8/2024
Novo NordiskNovo Nordisk (NOVO-B.CO)
2.6%0%46.13%2/1/2025
Coca-Cola ConsolidatedCoca-Cola Consolidated (COKE)
2.49%0%16.96%2/1/2025
PinterestPinterest (PINS)
2.3%0%53.69%9/8/2023
TeslaTesla (TSLA)
2.06%0%61.44%2/1/2025
Arthur J. GallagherArthur J. Gallagher (AJG)
2.05%0%27.99%9/19/2024
EtsyEtsy (ETSY)
1.93%0%53.69%9/8/2023
FICOFICO (FICO)
1.82%0%16.5%1/27/2025
SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
1.77%0%19.05%5/9/2024
SproutsSprouts (SFM)
1.58%0%16.96%2/1/2025
CadenceCadence (CDNS)
1.46%0%24.07%8/8/2024
Eli LillyEli Lilly (LLY)
1.2%0%32.82%1/27/2025
AlphabetAlphabet (GOOG)
1.15%0%19.87%10/7/2024
BitcoinBitcoin (BTC)
1.12%0%30.99%2/1/2025
DecentralandDecentraland (MANA)
1.1%0%53.69%9/8/2023
MicrosoftMicrosoft (MSFT)
1.09%0%21.79%10/7/2024
KKRKKR (KKR)
1%0%16.96%2/1/2025
CrowdstrikeCrowdstrike (CRWD)
0.92%0%53.69%9/8/2023
AmazonAmazon (AMZN)
0.9%0%16.41%8/8/2024
CopartCopart (CPRT)
0.83%0%10.48%3/11/2024
SynopsysSynopsys (SNPS)
0.82%0%12.67%4/15/2024
HersheyHershey (HSY)
0.8%0%18.05%6/3/2024
Chord EnergyChord Energy (CHRD)
0.74%0%8.02%2/12/2024
United TherapeuticsUnited Therapeutics (UTHR)
0.67%0%16.96%2/1/2025
PayPalPayPal (PYPL)
0.61%0%53.69%9/8/2023
SnowflakeSnowflake (SNOW)
0.51%0%8.57%4/15/2024
EthereumEthereum (ETH)
0.5%0%17.05%2/1/2025
SolanaSolana (SOL)
0.49%0%17.5%2/1/2025
MastercardMastercard (MA)
0.48%0%6.02%5/20/2024
DoorDashDoorDash (DASH.US)
0.35%0%8.11%6/20/2024
Tenet HealthcareTenet Healthcare (THC)
0.33%0%6.38%10/7/2024
MetaMeta (META)
0.33%0%8.57%2/1/2025
GapGap (GAP)
0.32%0%4.74%5/9/2024
KLAKLA (KLAC)
0.29%0%4.74%8/2/2024
AmphenolAmphenol (APH)
0.28%0%9.94%9/19/2024
AristaArista (ANET)
0.27%0%5.47%8/2/2024
Fetch.aiFetch.ai (FET)
0.26%0%3.1%6/24/2024
TSMCTSMC (TSM)
0.25%0%5.2%7/30/2024
iShares GSCI Commodity Dynamic Roll Strategy ETFiShares GSCI Commodity Dynamic Roll Strategy ETF (COMT)
0.24%0%2.19%5/9/2024
CoinbaseCoinbase (COIN)
0.24%0%5.1%5/9/2024
Block Inc.Block Inc. (XYZ)
0.23%0%5.38%5/9/2024
NetflixNetflix (NFLX)
0.22%0%7.2%2/1/2025
RobinhoodRobinhood (HOOD)
0.21%0%5.1%7/29/2024
NetAppNetApp (NTAP)
0.21%0%5.47%8/2/2024
Brown & BrownBrown & Brown (BRO)
0.19%0%4.74%9/19/2024
Tata SteelTata Steel (TTST.L)
0.18%0%2.19%6/3/2024
EvercoreEvercore (EVR)
0.17%0%4.74%9/19/2024
iShares Silver TrustiShares Silver Trust (SLV)
0.17%0%2.19%5/9/2024
BroadcomBroadcom (AVGO)
0.16%0%3.74%7/29/2024
AmgenAmgen (AMGN)
0.14%0%2.19%6/3/2024
QualcommQualcomm (QCOM)
0.14%0%4.74%7/25/2024
ProShares UltraShort S&P500ProShares UltraShort S&P500 (SDS)
0.12%0%1.73%2/1/2025
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.11%0%1.73%2/1/2025
XiaomiXiaomi (1810.HK)
0.1%0%2.1%6/3/2024
CelsiusCelsius (CELH)
0.09%0%2.19%4/15/2024
Western DigitalWestern Digital (WDC)
0.07%0%2.28%6/28/2024
TD SynnexTD Synnex (SNX.US)
0.06%0%2.28%6/28/2024
Recursion PharmaceuticalsRecursion Pharmaceuticals (RXRX)
0.06%0%1.19%6/3/2024
McDonald'sMcDonald's (MCD)
0.06%0%6.02%11/16/2023
Near ProtocolNear Protocol (NEAR)
0.05%0%1.37%6/18/2024
ThetaTheta (THETA)
0.05%0%1.37%6/18/2024
GarminGarmin (GRMN)
0.05%0%2.28%6/28/2024
OracleOracle (ORCL)
0.05%0%6.02%11/16/2023
CoherentCoherent (COHR)
0.04%0%0.46%2/1/2025
LumentumLumentum (LITE)
0.04%0%0.46%2/1/2025
Alkami TechAlkami Tech (ALKT)
0.04%0%1.55%6/20/2024
ChainlinkChainlink (LINK)
0.04%0%1.37%6/18/2024
MicroStrategyMicroStrategy (MSTR)
0.04%0%0.64%3/18/2024
Bitcoin CashBitcoin Cash (BCH)
0.02%0%0.55%3/17/2024
Terra ClassicTerra Classic (LUNC)
0.02%0%0.82%5/12/2022
NEONEO (NEO)
0.01%0%0.36%3/15/2024
Terra 2.0Terra 2.0 (LUNA2)
0.01%0%39.38%9/8/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      PalantirPalantir (PLTR)
      		14.04%22.56%
      FICOFICO (FICO)
      		13.35%11.97%
      Intuitive SurgicalIntuitive Surgical (ISRG)
      		11.29%11.43%
      SproutsSprouts (SFM)
      		9.98%9.86%
      TeslaTesla (TSLA)
      		9.53%9.03%
      Coca-Cola ConsolidatedCoca-Cola Consolidated (COKE)
      		9.25%8.12%
      KKRKKR (KKR)
      		8.48%7.58%
      BitcoinBitcoin (BTC)
      		4.13%3.94%
      MetaMeta (META)
      		3.95%3.1%
      NetflixNetflix (NFLX)
      		3.66%3.06%
      United TherapeuticsUnited Therapeutics (UTHR)
      		3.47%2.89%
      NVIDIANVIDIA (NVDA)
      		3.66%2.76%
      Eli LillyEli Lilly (LLY)
      		1.56%1.05%
      EthereumEthereum (ETH)
      		1.22%1.02%
      Novo NordiskNovo Nordisk (NOVO-B.CO)
      		1.2%0.87%
      SolanaSolana (SOL)
      		1.22%0.75%

      Cash Exposure Over Time

      Cash Exposure % Over Time