AlexZy avatar

AlexZy
🇫🇷 Value ETF and Financial Services Investor.
752 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
25.8 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.43%
avatarMSFT
99.43%
avatarAMZN
99.43%
avatarPG
99.43%
avatarMA
99.43%

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
47.03%
ETFs
16.89%
Technology Services
11.63%
Retail Trade
6.21%
Consumer Non Durables
4.88%

Top Countries

Top 5

🇺🇸United States
69.96%
🇬🇧United Kingdom
3.57%
🇫🇷France
3.28%
🇳🇱Netherlands
1.91%
🇩🇪Germany
1.2%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
41.73%40.53%99.43%-
MicrosoftMicrosoft (MSFT)
5.76%6.25%99.43%-
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
5.17%4.62%99.43%-
AlphabetAlphabet (GOOG)
5.06%8.15%99.43%-
CostcoCostco (COST)
4.44%4.49%99.43%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
4.15%2.46%99.43%-
Amundi CAC 40Amundi CAC 40 (GC40.DE)
2.87%4.94%55.14%-
NVIDIANVIDIA (NVDA)
2.35%4.49%99.43%-
UnileverUnilever (ULVR.L)
2.17%1.66%99.43%-
Air LiquideAir Liquide (AI.PA)
2.15%1.7%99.43%-
MastercardMastercard (MA)
2.01%1.87%99.43%-
VisaVisa (V)
2%1.84%99.43%-
Procter & GambleProcter & Gamble (PG)
1.84%1.26%99.43%-
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
1.78%3.61%50.5%-
AirbusAirbus (AIR.PA)
1.71%1.41%99.43%-
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
1.31%0%80.17%3/3/2025
AmazonAmazon (AMZN)
1.29%1.4%99.43%-
GSKGSK (GSK.L)
1.23%0%78.03%1/30/2025
E.ONE.ON (EOAN.DE)
1.2%1.19%98.93%-
DisneyDisney (DIS)
1.12%0%80.24%3/3/2025
FedExFedEx (FDX)
1.04%0.85%98.93%-
NestleNestle (NESN.ZU)
0.87%0%48.5%12/11/2023
BNP ParibasBNP Paribas (BNP.PA)
0.83%0%44.29%10/13/2023
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
0.63%1.24%50.43%-
Amundi MSCI Robotics & AI ESG Screened UCITS ETFAmundi MSCI Robotics & AI ESG Screened UCITS ETF (GOAI.DE)
0.48%0%31.17%4/25/2025
AlibabaAlibaba (BABA)
0.48%0%48.22%12/7/2023
PalantirPalantir (PLTR)
0.32%0%44.29%10/13/2023
TotalEnergiesTotalEnergies (TTE.PA)
0.3%0%27.82%10/13/2023
AdobeAdobe (ADBE)
0.3%0%78.03%1/30/2025
iShares EURO STOXX Select Dividend 30 UCITS ETFiShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE)
0.26%1.62%15.48%-
iShares Core EURO STOXX 50 ETFiShares Core EURO STOXX 50 ETF (CSX5.L)
0.25%1.29%19.19%-
XiaomiXiaomi (1810.HK)
0.2%0%16.41%8/22/2022
GEGE (GE)
0.2%0%12.34%6/23/2022
Nepi Rockcastle NVNepi Rockcastle NV (NRP.NV)
0.2%0.94%21.33%-
DeereDeere (DE)
0.15%0%39.73%8/8/2025
NetflixNetflix (NFLX)
0.15%0%44.51%10/16/2023
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
0.13%0.71%19.19%-
SegroSegro (SGRO.L)
0.13%0.6%20.97%-
Energy TransferEnergy Transfer (ET)
0.11%0%12.34%6/23/2022
TwilioTwilio (TWLO)
0.05%0%17.62%9/13/2022
VodafoneVodafone (VOD)
0.05%0%16.98%2/9/2024
AT&TAT&T (T)
0.04%0%16.98%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