AlexZy avatar

AlexZy
🇫🇷 Value ETF and Financial Services Investor.
739 copiers.

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
December 8, 2023
Lowest Cash
March 16, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
29 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
26 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.78%
avatarMSFT
99.78%
avatarAMZN
99.78%
avatarPG
99.78%
avatarMA
99.78%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 16, 2022
Lowest Exposure
December 8, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
47.28%
ETFs
16.89%
Technology Services
11.63%
Retail Trade
6.25%
Consumer Non Durables
4.96%

Top Countries

Top 5

🇺🇸United States
70.28%
🇬🇧United Kingdom
3.63%
🇫🇷France
3.34%
🇳🇱Netherlands
1.91%
🇩🇪Germany
1.21%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
41.98%0%99.78%10/19/2025
MicrosoftMicrosoft (MSFT)
5.76%0%99.78%10/19/2025
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
5.21%0%99.78%10/19/2025
AlphabetAlphabet (GOOG)
5.02%0%99.78%10/19/2025
CostcoCostco (COST)
4.46%0%99.78%10/19/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
4.21%0%99.78%10/19/2025
Amundi CAC 40Amundi CAC 40 (GC40.DE)
2.82%0%54.02%10/19/2025
NVIDIANVIDIA (NVDA)
2.28%0%99.78%10/19/2025
UnileverUnilever (ULVR.L)
2.2%0%99.78%10/19/2025
Air LiquideAir Liquide (AI.PA)
2.17%0%99.78%10/19/2025
MastercardMastercard (MA)
2.02%0%99.78%10/19/2025
VisaVisa (V)
2.01%0%99.78%10/19/2025
Procter & GambleProcter & Gamble (PG)
1.86%0%99.78%10/19/2025
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
1.75%0%49.67%10/19/2025
AirbusAirbus (AIR.PA)
1.73%0%99.78%10/19/2025
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
1.35%0%82.83%3/3/2025
AmazonAmazon (AMZN)
1.29%0%99.78%10/19/2025
GSKGSK (GSK.L)
1.27%0%80.62%1/30/2025
E.ONE.ON (EOAN.DE)
1.21%0%99.63%10/19/2025
DisneyDisney (DIS)
1.16%0%82.9%3/3/2025
FedExFedEx (FDX)
1.05%0%99.63%10/19/2025
NestleNestle (NESN.ZU)
0.9%0%50.11%12/11/2023
BNP ParibasBNP Paribas (BNP.PA)
0.86%0%45.76%10/13/2023
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
0.62%0%49.52%10/19/2025
Amundi MSCI Robotics & AI ESG Screened UCITS ETFAmundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE)
0.5%0%32.2%4/25/2025
AlibabaAlibaba (BABA)
0.5%0%49.82%12/7/2023
PalantirPalantir (PLTR)
0.33%0%45.76%10/13/2023
TotalEnergiesTotalEnergies (TTE.PA)
0.31%0%28.74%10/13/2023
AdobeAdobe (ADBE)
0.31%0%80.62%1/30/2025
iShares EURO STOXX Select Dividend 30 UCITS ETFiShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE)
0.22%0%13.04%10/19/2025
iShares Core EURO STOXX 50 ETFiShares Core EURO STOXX 50 ETF (CSX5.L)
0.22%0%16.88%10/19/2025
XiaomiXiaomi (1810.HK)
0.21%0%16.95%8/22/2022
GEGE (GE)
0.21%0%12.75%6/23/2022
Nepi Rockcastle NVNepi Rockcastle NV (NRP.NV)
0.18%0%19.09%10/19/2025
DeereDeere (DE)
0.16%0%41.05%8/8/2025
NetflixNetflix (NFLX)
0.15%0%45.98%10/16/2023
SegroSegro (SGRO.L)
0.12%0%19.09%10/19/2025
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
0.11%0%16.88%10/19/2025
Energy TransferEnergy Transfer (ET)
0.11%0%12.75%6/23/2022
TwilioTwilio (TWLO)
0.05%0%18.2%9/13/2022
VodafoneVodafone (VOD)
0.05%0%17.54%2/9/2024
AT&TAT&T (T)
0.05%0%17.54%2/9/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Berkshire HathawayBerkshire Hathaway (BRK.B)
33%42.32%
MicrosoftMicrosoft (MSFT)
3.67%5.72%
AlphabetAlphabet (GOOG)
3.98%5.62%
CostcoCostco (COST)
4.07%5.24%
Amundi CAC 40Amundi CAC 40 (GC40.DE)
8.02%4.92%
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
6.46%4.15%
NVIDIANVIDIA (NVDA)
1.02%3.9%
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
5.17%3.77%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
2.27%2.45%
MastercardMastercard (MA)
1.62%2.09%
VisaVisa (V)
1.87%2.05%
UnileverUnilever (ULVR.L)
3.34%1.97%
Air LiquideAir Liquide (AI.PA)
2.58%1.84%
Procter & GambleProcter & Gamble (PG)
2.25%1.67%
Amundi MSCI Robotics & AI ESG Screened UCITS ETFAmundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE)
2.65%1.64%
AmazonAmazon (AMZN)
2.05%1.53%
AirbusAirbus (AIR.PA)
1.23%1.22%
DisneyDisney (DIS)
2.56%1.18%
GSKGSK (GSK.L)
2.8%1.16%
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
1.98%1.12%
FedExFedEx (FDX)
1.07%1.04%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
2.04%1.02%
E.ONE.ON (EOAN.DE)
1.58%0.97%
DeereDeere (DE)
0.64%0.38%
AdobeAdobe (ADBE)
0.76%0.29%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments