walterev avatar

walterev
🇵🇪 Investor.
48 copiers.

Cash Allocation

Range

Highest Cash
August 30, 2023
Lowest Cash
November 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
30 instruments
October 24, 2024
Least Diversified
0 instruments
August 30, 2023
Average
9.3 instruments

Most Consistent Holdings

Top 5

avatarPYPL
55.15%
avatarETH
54.24%
avatarBTC
48.5%
avatarDKNG
47.04%
avatarNIO
44.58%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 2, 2023
Lowest Exposure
August 30, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Cryptocurrencies
23.26%
Indexes
11.33%
ETFs
8.09%
Consumer Services
7.2%
Consumer Non Durables
5.73%

Top Countries

Top 5

🇺🇸United States
30.04%
🇨🇳China
1.35%
🇺🇾Uruguay
0.67%
🇹🇼Taiwan
0.52%
🇳🇱Netherlands
0.26%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
EthereumEthereum (ETH)
15.96%0%54.24%3/4/2024
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
10.65%0%19.69%1/17/2025
DraftKingsDraftKings (DKNG)
7.2%0%47.04%6/26/2023
NikeNike (NKE)
5.06%0%36.92%3/23/2023
BitcoinBitcoin (BTC)
4.82%0%48.5%7/12/2023
PayPalPayPal (PYPL)
2.49%0%55.15%10/21/2024
Vanguard Information TechnologyVanguard Information Technology (VGT)
2.32%0%20.15%2/1/2025
FuelCell EnergyFuelCell Energy (FCEL)
1.72%0%44.58%5/30/2023
UnitedHealthUnitedHealth (UNH)
1.6%0%19.87%2/1/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.51%0%13.58%11/21/2024
XRPXRP (XRP)
1.36%0%44.58%5/30/2023
NioNio (NIO)
1.35%0%44.58%5/30/2023
MicrosoftMicrosoft (MSFT)
1.34%0%22.06%2/1/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
1.3%0%12.31%4/16/2024
Plug PowerPlug Power (PLUG)
1.27%0%23.06%9/20/2022
TargetTarget (TGT)
1.23%0%10.48%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
1.21%0%18.05%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.02%0%13.22%2/1/2025
AlphabetAlphabet (GOOG)
0.91%0%16.86%12/11/2024
WalmartWalmart (WMT)
0.84%0%20.05%2/1/2025
AppleApple (AAPL)
0.84%0%22.33%1/28/2025
DeltaDelta (DAL)
0.78%0%10.03%4/21/2022
CitiCiti (C)
0.76%0%20.05%2/1/2025
AmazonAmazon (AMZN)
0.69%0%12.58%11/13/2024
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.68%0%5.74%6/24/2022
CardanoCardano (ADA)
0.68%0%44.58%5/30/2023
MercadoLibreMercadoLibre (MELI)
0.67%0%19.87%2/1/2025
Vanguard Value ETFVanguard Value ETF (VTV)
0.58%0%11.58%11/29/2024
American AirlinesAmerican Airlines (AAL)
0.56%0%11.3%5/5/2022
TellurianTellurian (TELL)
0.53%0%6.02%3/8/2022
VisaVisa (V)
0.53%0%14.04%11/29/2024
TSMCTSMC (TSM)
0.52%0%9.48%11/11/2024
PolkadotPolkadot (DOT)
0.44%0%44.58%5/30/2023
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.44%0%13.49%2/1/2025
iShares Russell 3000 ETFiShares Russell 3000 ETF (IWV)
0.41%0%5.29%1/3/2025
CostcoCostco (COST)
0.32%0%9.3%2/1/2025
American ExpressAmerican Express (AXP)
0.29%0%5.47%8/27/2024
Coca-ColaCoca-Cola (KO)
0.28%0%4.01%1/31/2025
iShares Russell 1000 Growth ETFiShares Russell 1000 Growth ETF (IWF)
0.26%0%9.85%2/1/2025
Ishares Self-Driving Ev&TechIshares Self-Driving Ev&Tech (IDRV)
0.26%0%9.75%10/11/2024
Philip MorrisPhilip Morris (PM)
0.26%0%4.56%1/3/2025
ASMLASML (ASML)
0.26%0%2.73%11/14/2024
MetaMeta (META)
0.19%0%9.12%11/11/2024
EUR/USDEUR/USD (EURUSD)
0.19%0%3.83%4/25/2022
Procter & GambleProcter & Gamble (PG)
0.12%0%7.84%11/21/2024
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.11%0%1.64%4/15/2024
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0.07%0%2.1%2/13/2022
AMDAMD (AMD)
0.07%0%1.73%1/19/2022
SPDR GoldSPDR Gold (GLD)
0.04%0%1.82%11/7/2024
TwitterTwitter (TWTR)
0.04%0%0.91%5/5/2022
BlackRockBlackRock (BLK)
0.03%0%2.19%11/11/2024
FerrariFerrari (RACE)
0.03%0%1.37%11/7/2024
NVIDIANVIDIA (NVDA)
0.03%0%1.91%11/11/2024
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.03%0%1.91%11/11/2024
GBP/USDGBP/USD (GBPUSD)
0.03%0%1%8/29/2022
AXAAXA (CS.PA)
0.03%0%1.82%11/11/2024
First SolarFirst Solar (FSLR)
0.03%0%0.27%6/28/2024
LucidLucid (LCID)
0.02%0%0.73%3/3/2022
Moody'sMoody's (MCO)
0.02%0%1.82%11/7/2024
Novo-NordiskNovo-Nordisk (NVO)
0.02%0%1.55%11/7/2024
CAD/JPYCAD/JPY (CADJPY)
0.02%0%0.73%4/5/2022
AUD/CADAUD/CAD (AUDCAD)
0%0%0.36%3/4/2022
PalantirPalantir (PLTR)
0%0%0.09%2/1/2025
BroadcomBroadcom (AVGO)
0%0%0.09%2/1/2025
ChargePointChargePoint (CHPT)
0%0%0.09%3/3/2022
USD/CADUSD/CAD (USDCAD)
0%0%0.09%1/26/2022
ZyngaZynga (ZNGA)
0%0%0.09%1/11/2022
NetflixNetflix (NFLX)
0%0%0.36%1/25/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      UnitedHealthUnitedHealth (UNH)
      		23.33%22.61%
      TargetTarget (TGT)
      		12.63%10.98%
      Vanguard Information TechnologyVanguard Information Technology (VGT)
      		9.71%10.22%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		9.41%9.6%
      iShares Russell 3000 ETFiShares Russell 3000 ETF (IWV)
      		9.13%9.11%
      Invesco QQQInvesco QQQ (QQQ)
      		6.31%6.66%
      Philip MorrisPhilip Morris (PM)
      		6.31%6.07%
      Coca-ColaCoca-Cola (KO)
      		5.19%5.19%
      WalmartWalmart (WMT)
      		3.16%4.02%
      CostcoCostco (COST)
      		3.79%3.91%
      CitiCiti (C)
      		2.53%2.88%
      iShares Russell 1000 Growth ETFiShares Russell 1000 Growth ETF (IWF)
      		2.53%2.68%
      MicrosoftMicrosoft (MSFT)
      		2.65%2.5%
      AppleApple (AAPL)
      		2.02%2.46%
      MercadoLibreMercadoLibre (MELI)
      		1.26%1.07%

      Cash Exposure Over Time

      Cash Exposure % Over Time