AlexR02 avatar

AlexR02
🇨🇭 Consumable Goods, Financial Services, and Tech Investor.
1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
February 17, 2023
Lowest Cash
March 1, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
May 14, 2022
Least Diversified
0 instruments
February 2, 2025
Average
18.2 instruments

Most Consistent Holdings

Top 5

avatarAMZN
99.92%
avatarJPM
99.92%
avatarWMT
99.92%
avatarBRK.B
99.92%
avatarGS
99.92%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 1, 2025
Lowest Exposure
February 17, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
28.98%
Retail Trade
19.45%
Technology Services
14.49%
Commercial Services
7.95%
Transportation
7.64%

Top Countries

Top 5

🇺🇸United States
83.33%
🇫🇷France
5.27%
🇬🇧United Kingdom
2.34%
🇨🇳China
0.07%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
11.42%10.21%99.92%-
Goldman SachsGoldman Sachs (GS)
10.32%12.97%99.92%-
BlackRockBlackRock (BLK)
8.72%6.54%99.92%-
PayPalPayPal (PYPL)
7.95%6.66%99.92%-
SalesforceSalesforce (CRM)
6.13%3.94%99.92%-
JPMorganJPMorgan (JPM)
5.74%5.31%99.92%-
WalmartWalmart (WMT)
5.6%4.52%99.92%-
LVMHLVMH (MC.PA)
5.27%6.67%76.33%-
CrowdstrikeCrowdstrike (CRWD)
4.93%0%51.83%10/16/2023
BitcoinBitcoin (BTC)
4.24%5.98%99.17%-
MicrosoftMicrosoft (MSFT)
3.42%3.71%95.51%-
UberUber (UBER)
3.2%3.12%93.44%-
NVIDIANVIDIA (NVDA)
2.75%11.91%35.55%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.7%1.92%99.92%-
CostcoCostco (COST)
2.35%2.1%94.27%-
easyJeteasyJet (EZJ.L)
2.34%1.33%99.92%-
United AirlinesUnited Airlines (UAL)
2.1%0%67.44%4/22/2024
Charles SchwabCharles Schwab (SCHW)
1.37%1.72%65.7%-
StarbucksStarbucks (SBUX)
1.05%0%29.15%1/9/2023
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
0.9%0%75%7/23/2024
CaterpillarCaterpillar (CAT)
0.74%0%24.83%11/10/2022
AppleApple (AAPL)
0.61%0%21.18%2/15/2023
BroadcomBroadcom (AVGO)
0.56%6.91%10.22%-
Kosmos EnergyKosmos Energy (KOS)
0.55%0%19.27%1/20/2023
FundManagerZechFundManagerZech
0.44%0%30.56%1/26/2023
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.2%0%13.95%11/11/2022
Bank of AmericaBank of America (BAC)
0.11%0%3.16%2/7/2022
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.09%2.49%3.49%-
AirbnbAirbnb (ABNB)
0.07%0%3.99%2/17/2022
AlibabaAlibaba (BABA)
0.07%0%5.73%3/11/2022
MastercardMastercard (MA)
0.01%0%0.25%1/3/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Goldman SachsGoldman Sachs (GS)
10.89%14.06%
LVMHLVMH (MC.PA)
18.44%13.35%
AmazonAmazon (AMZN)
10.22%12.61%
PayPalPayPal (PYPL)
15.25%9%
BlackRockBlackRock (BLK)
8.38%7.72%
NVIDIANVIDIA (NVDA)
5.87%7.36%
BitcoinBitcoin (BTC)
2.35%6%
JPMorganJPMorgan (JPM)
4.19%5.51%
SalesforceSalesforce (CRM)
4.19%5.26%
WalmartWalmart (WMT)
3.35%4.81%
MicrosoftMicrosoft (MSFT)
5.03%3.92%
UberUber (UBER)
2.51%2.36%
CostcoCostco (COST)
1.68%2.13%
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.68%1.96%
Charles SchwabCharles Schwab (SCHW)
1.68%1.64%
easyJeteasyJet (EZJ.L)
2.77%1.55%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments