valerijusm avatar

valerijusm
🇱🇹 Indices Investor.
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Cash Allocation

Range

Highest Cash
April 24, 2024
Lowest Cash
July 28, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
2 instruments
November 1, 2024
Least Diversified
1 instruments
January 2, 2023
Average
1 instruments

Most Consistent Holdings

Top 5

avatarNSDQ100
100%
avatarAMZN
0.13%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 28, 2024
Lowest Exposure
April 24, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Indexes
88.81%
Retail Trade
0%

Top Countries

Top 5

🇺🇸United States
0%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
88.81%66.16%100%-
AmazonAmazon (AMZN)
0%0%0.13%11/1/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
      		92.77%84.19%

      Cash Exposure Over Time

      Cash Exposure % Over Time