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wayward2
🇳🇱 Software and Retail Investor.
1 copier.

Cash Allocation

Range

Highest Cash
March 22, 2024
Lowest Cash
July 14, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
40 instruments
March 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
29.4 instruments

Most Consistent Holdings

Top 5

avatarTSLA
99.87%
avatarTLRY
99.87%
avatarCPI.L
99.87%
avatarGOLD.BARRICK
99.87%
avatarJUVE.MI
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 14, 2023
Lowest Exposure
March 22, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Forex
7.5%
Retail Trade
4.19%
Industrial Services
2.95%
Communications
2.39%
Finance
2.18%

Top Countries

Top 5

🇺🇸United States
20.56%
🇬🇧United Kingdom
2%
🇩🇪Germany
1.23%
🇧🇲Bermuda
0.88%
🇮🇹Italy
0.5%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
ReturnInvestReturnInvest
27.41%0%56.97%3/13/2024
FundManagerZechFundManagerZech
8.64%0%29.08%8/11/2023
EUR/USDEUR/USD (EURUSD)
7.5%0%78.22%8/21/2024
AmazonAmazon (AMZN)
2.23%0%42.9%2/1/2025
Plains All AmericanPlains All American (PAA)
1.89%0%87.52%2/1/2025
VerizonVerizon (VZ)
1.42%0%64.94%2/1/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
1.28%0%42.9%2/1/2025
Icahn EnterprisesIcahn Enterprises (IEP)
1.25%0%69.85%2/1/2025
Sherwin-WilliamsSherwin-Williams (SHW)
1.13%0%47.94%1/4/2024
WalgreensWalgreens (WBA)
1.1%0%70.25%2/1/2025
3M3M (MMM)
1.08%0%70.25%2/1/2025
ExponentExponent (EXPO)
1.06%0%70.92%2/1/2025
CoinbaseCoinbase (COIN)
0.99%0%90.04%11/19/2024
VodafoneVodafone (VOD.L)
0.97%0%70.78%2/1/2025
TeslaTesla (TSLA)
0.92%0%99.87%2/1/2025
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.88%0%61.35%2/1/2025
CorsairCorsair (CRSR)
0.85%0%42.9%2/1/2025
VF CorpVF Corp (VFC)
0.84%0%70.25%2/1/2025
PhoenixPhoenix (PHNX.L)
0.84%0%70.25%2/1/2025
PayPalPayPal (PYPL)
0.82%0%42.9%2/1/2025
Trade DeskTrade Desk (TTD)
0.82%0%65.47%5/16/2024
DisneyDisney (DIS)
0.71%0%42.9%2/1/2025
Foot LockerFoot Locker (FL)
0.64%0%42.9%2/1/2025
IonqIonq (IONQ)
0.58%0%41.97%2/1/2025
NextEraNextEra (NEE)
0.51%0%42.9%2/1/2025
JuventusJuventus (JUVE.MI)
0.5%0%99.87%2/1/2025
Telefonica Deutschland Holding AGTelefonica Deutschland Holding AG (O2D.DE)
0.45%0%32.4%4/16/2024
AMDAMD (AMD)
0.44%0%64.01%2/1/2025
VolkswagenVolkswagen (VOW3.DE)
0.43%0%23.51%2/1/2025
AlbemarleAlbemarle (ALB)
0.38%0%69.46%2/1/2025
BASFBASF (BAS.DE)
0.35%0%30.94%2/1/2025
NuNu (NU)
0.35%0%41.97%2/1/2025
Franklin ResourcesFranklin Resources (BEN)
0.34%0%31.08%2/1/2025
StellantisStellantis (STLA.US)
0.31%0%15.94%2/1/2025
AdeccoAdecco (ADEN.ZU)
0.25%0%23.51%2/1/2025
PDD HoldingsPDD Holdings (PDD)
0.19%0%43.03%11/28/2023
CapitaCapita (CPI.L)
0.16%0%99.87%2/1/2025
AppleApple (AAPL)
0.14%0%58.03%3/21/2024
BarrickBarrick (GOLD.BARRICK)
0.1%0%99.87%2/1/2025
SolventumSolventum (SOLV)
0.1%0%40.24%2/1/2025
Exact SciencesExact Sciences (EXAS)
0.08%0%99.87%2/1/2025
IntelIntel (INTC)
0.07%0%5.98%2/1/2025
UnityUnity (U)
0.05%0%99.87%2/1/2025
SolarEdgeSolarEdge (SEDG)
0.05%0%42.9%2/1/2025
SunrunSunrun (RUN)
0.05%0%99.87%2/1/2025
MetaMeta (META)
0.05%0%1.06%3/21/2024
TilrayTilray (TLRY)
0.04%0%99.87%2/1/2025
VIX Sep 23 FutureVIX Sep 23 Future (VIX.SEP)
0.03%0%0.66%7/18/2023
FarfetchFarfetch (FTCHQ)
0.03%0%46.08%12/21/2023
AlphabetAlphabet (GOOG)
0.03%0%1.06%3/21/2024
Canopy GrowthCanopy Growth (CGC)
0.02%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
0.01%0%1.06%3/21/2024
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
0%0%0.13%3/14/2024
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0%0%1.46%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AmazonAmazon (AMZN)
      		3.87%5.73%
      IonqIonq (IONQ)
      		0.67%3.48%
      TeslaTesla (TSLA)
      		1.69%2.88%
      iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
      		2.59%2.84%
      Plains All AmericanPlains All American (PAA)
      		1.67%2.51%
      VerizonVerizon (VZ)
      		1.67%2.34%
      PayPalPayPal (PYPL)
      		3.8%2.19%
      3M3M (MMM)
      		1.34%1.92%
      StellantisStellantis (STLA.US)
      		1.67%1.89%
      VolkswagenVolkswagen (VOW3.DE)
      		1.67%1.78%
      DisneyDisney (DIS)
      		1.72%1.74%
      VF CorpVF Corp (VFC)
      		1.34%1.61%
      ExponentExponent (EXPO)
      		1.34%1.56%
      Brookfield InfrastructureBrookfield Infrastructure (BIP)
      		1%1.56%
      CorsairCorsair (CRSR)
      		4.63%1.46%
      WalgreensWalgreens (WBA)
      		5.55%1.43%
      VodafoneVodafone (VOD.L)
      		1.34%1.42%
      PhoenixPhoenix (PHNX.L)
      		1.17%1.28%
      Foot LockerFoot Locker (FL)
      		2.33%1.28%
      IntelIntel (INTC)
      		1%1.12%
      NextEraNextEra (NEE)
      		1.19%1.11%
      Icahn EnterprisesIcahn Enterprises (IEP)
      		2.34%1.11%
      AMDAMD (AMD)
      		1%1.08%
      BASFBASF (BAS.DE)
      		1%1.05%
      Franklin ResourcesFranklin Resources (BEN)
      		1%1.03%
      AdeccoAdecco (ADEN.ZU)
      		1%0.9%
      NuNu (NU)
      		0.67%0.65%
      JuventusJuventus (JUVE.MI)
      		1.34%0.65%
      AlbemarleAlbemarle (ALB)
      		0.84%0.44%
      SolventumSolventum (SOLV)
      		0%0.24%
      CapitaCapita (CPI.L)
      		0.33%0.13%
      BarrickBarrick (GOLD.BARRICK)
      		0.17%0.1%
      Exact SciencesExact Sciences (EXAS)
      		0.17%0.08%
      UnityUnity (U)
      		0.17%0.05%
      SolarEdgeSolarEdge (SEDG)
      		0.95%0.05%
      SunrunSunrun (RUN)
      		0.17%0.03%
      TilrayTilray (TLRY)
      		0.17%0.03%
      Canopy GrowthCanopy Growth (CGC)
      		0.67%0.01%
      FarfetchFarfetch (FTCHQ)
      		1.17%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time