Total Equity (Securities + Cash) and Securities MV, indexed to end of December 2024.
Sector Allocation — % of Total Equity
Monthly sector breakdown. Individual holdings not disclosed.
Index base: Dec 2024 = 100 (total equity at month end).
2024-09: all equities liquidated (cash-only month). 2024-10: re-entered market.
2024-01 to 2024-08: estimated values (original statements unavailable).
Sector labels: Tech / Finance / ETF / Energy / Health / Utilities / Consumer / Industrial / Materials / Deriv.
Individual Holding Trend — % of Portfolio
Select a sector. Y-axis = holding weight as % of total equity.
Period:|to
Values = market value of each position as % of total equity at month end.
Ticker names are masked (e.g. Tech-01 = the largest Tech holding by cumulative MV).
Positions not held in a given month are shown as 0%.
コメント