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AlfaTrader20
🇮🇪 Growth Tech and Software Investor.
6 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
February 23, 2022
Lowest Cash
February 4, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
37 instruments
January 12, 2022
Least Diversified
0 instruments
February 23, 2022
Average
23.4 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.36%
avatarMSFT
99.36%
avatarAMZN
99.36%
avatarBRK.B
99.36%
avatarJNJ
95.69%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 4, 2022
Lowest Exposure
February 23, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
21.7%
Electronic Technology
17.45%
Technology Services
13.15%
Finance
11.86%
Retail Trade
5.76%

Top Countries

Top 5

🇺🇸United States
70.49%
🇳🇱Netherlands
0.71%
🇩🇰Denmark
0.27%
🇧🇲Bermuda
0.23%
🇨🇳China
0.07%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
9.05%11.3%88.19%-
MicrosoftMicrosoft (MSFT)
6.94%12.2%99.36%-
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
6.24%0%56.66%5/14/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
5.25%3.97%99.36%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
4.88%0%19.23%2/14/2023
AmazonAmazon (AMZN)
4.51%7.15%99.36%-
NVIDIANVIDIA (NVDA)
3.77%12.42%35.83%-
AlphabetAlphabet (GOOG)
3.5%3.65%99.36%-
VistraVistra (VST)
2.95%0%45.25%11/15/2023
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
2.85%0%8.62%10/13/2022
Johnson & JohnsonJohnson & Johnson (JNJ)
2.38%1.28%95.69%-
MetaMeta (META)
1.99%5.15%43.89%-
Coca-ColaCoca-Cola (KO)
1.97%0%67.76%6/6/2024
AMDAMD (AMD)
1.93%0%67.76%6/6/2024
American ExpressAmerican Express (AXP)
1.91%0%67.76%6/6/2024
VerizonVerizon (VZ)
1.83%0%56.66%6/6/2024
BroadcomBroadcom (AVGO)
1.8%3.92%47.73%-
AirbnbAirbnb (ABNB)
1.8%0%21.31%6/6/2024
US BancorpUS Bancorp (USB)
1.67%0%63.53%6/6/2024
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
1.43%7.28%13.25%-
ExxonMobilExxonMobil (XOM)
1.42%1.73%61.85%-
OccidentalOccidental (OXY)
1.35%0%12.77%2/14/2023
PfizerPfizer (PFE)
1.25%0%47.41%11/15/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.25%0%20.35%6/6/2024
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
1.25%0%47.41%11/15/2023
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
1.05%0%18.99%6/6/2025
SPDR GoldSPDR Gold (GLD)
0.94%7.44%16.12%-
JPMorganJPMorgan (JPM)
0.87%2.78%31.6%-
ChevronChevron (CVX)
0.87%0%20.83%2/14/2023
Dominion EnergyDominion Energy (D)
0.81%0%47.41%11/15/2023
Eli LillyEli Lilly (LLY)
0.81%2.02%31.6%-
TeslaTesla (TSLA)
0.8%0%23.7%4/1/2025
Procter & GambleProcter & Gamble (PG)
0.71%1.29%35.83%-
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.65%0%30.25%2/14/2023
UnitedHealthUnitedHealth (UNH)
0.65%0.99%31.6%-
Encore Wire CorporationEncore Wire Corporation (WIRE)
0.62%0%16.12%6/6/2024
VisaVisa (V)
0.6%1.93%31.6%-
MastercardMastercard (MA)
0.56%1.58%31.6%-
CostcoCostco (COST)
0.53%1.37%31.6%-
PhilipsPhilips (PHG)
0.51%0%8.22%2/14/2023
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.5%0%26.02%2/14/2023
IntelIntel (INTC)
0.46%0%15.8%1/6/2025
Home DepotHome Depot (HD)
0.42%1.22%27.13%-
Realty IncomeRealty Income (O)
0.39%0%30.25%2/14/2023
AbbVieAbbVie (ABBV)
0.3%1.07%16.04%-
BNY MellonBNY Mellon (BK)
0.27%0%4.23%2/22/2022
Southern CoSouthern Co (SO)
0.27%0%26.02%2/14/2023
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.27%0%17%1/6/2025
PepsiCoPepsiCo (PEP)
0.26%0%26.02%2/14/2023
Lockheed MartinLockheed Martin (LMT)
0.25%0%26.02%2/14/2023
NetflixNetflix (NFLX)
0.25%1.84%14.6%-
OracleOracle (ORCL)
0.25%0%26.02%2/14/2023
ONEOKONEOK (OKE)
0.25%0%26.02%2/14/2023
Enterprise ProductsEnterprise Products (EPD)
0.24%0%22.35%12/28/2022
StarbucksStarbucks (SBUX)
0.23%0%26.02%2/14/2023
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.23%0%22.35%12/28/2022
WalmartWalmart (WMT)
0.22%1.4%14.6%-
ASMLASML (ASML)
0.2%1.04%16.28%-
Fidelity MSCI Real Estate Index ETFFidelity MSCI Real Estate Index ETF (FREL)
0.18%0%4.23%2/22/2022
Main Street CapitalMain Street Capital (MAIN)
0.16%0%13.89%8/26/2022
Invesco DB Agriculture FundInvesco DB Agriculture Fund (DBA)
0.16%0%13.65%8/26/2022
ColgateColgate (CL)
0.16%0%4.23%2/22/2022
UPSUPS (UPS)
0.16%0%13.89%8/26/2022
OmnicomOmnicom (OMC)
0.16%0%13.89%8/26/2022
Teucrium Wheat FundTeucrium Wheat Fund (WEAT)
0.15%0%12.69%8/26/2022
Invesco DB US Dollar Index Bullish FundInvesco DB US Dollar Index Bullish Fund (UUP)
0.15%0%6.07%4/8/2025
3M3M (MMM)
0.13%0%4.23%2/22/2022
Bank of AmericaBank of America (BAC)
0.13%1.09%11.81%-
SalesforceSalesforce (CRM)
0.12%0.91%11.81%-
HubSpotHubSpot (HUBS)
0.1%0%4.23%2/22/2022
AlibabaAlibaba (BABA)
0.07%0%4.39%10/27/2022
PayPalPayPal (PYPL)
0.07%0%4.23%2/22/2022
ShopifyShopify (SHOP)
0.06%0%4.23%2/22/2022
CitiCiti (C)
0.06%0%3.35%2/22/2022
AT&TAT&T (T)
0.05%0%4.23%2/22/2022
SchindlerSchindler (SCHP.ZU)
0.05%0%4.23%2/22/2022
BitcoinBitcoin (BTC)
0.03%0%4.15%2/21/2022
SPDR EURO STOXX 50 ETFSPDR EURO STOXX 50 ETF (FEZ)
0.03%0%0.88%1/11/2022
NucorNucor (NUE)
0.03%0%4.23%2/22/2022
VolkswagenVolkswagen (VOW3.DE)
0.02%0%4.23%2/22/2022
Energy TransferEnergy Transfer (ET)
0.02%0%3.35%2/22/2022
American AirlinesAmerican Airlines (AAL)
0.02%0%4.23%2/22/2022
Build and BuildBuild and Build (BNB)
0.02%0%4.15%2/21/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AppleApple (AAPL)
12.76%13.58%
MicrosoftMicrosoft (MSFT)
14.46%13.09%
NVIDIANVIDIA (NVDA)
11.05%10.95%
AmazonAmazon (AMZN)
7.66%8.41%
TeslaTesla (TSLA)
2.56%4.48%
AlphabetAlphabet (GOOG)
4.25%4.48%
MetaMeta (META)
4.25%4.4%
BroadcomBroadcom (AVGO)
2.56%4.23%
JPMorganJPMorgan (JPM)
2.56%2.68%
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.56%2.65%
IntelIntel (INTC)
3.14%2.64%
UnitedHealthUnitedHealth (UNH)
2.56%2.16%
ExxonMobilExxonMobil (XOM)
2.56%2.13%
Eli LillyEli Lilly (LLY)
2.56%2.08%
VisaVisa (V)
1.7%1.78%
MastercardMastercard (MA)
1.7%1.77%
CostcoCostco (COST)
1.7%1.68%
Home DepotHome Depot (HD)
1.7%1.63%
Procter & GambleProcter & Gamble (PG)
1.7%1.56%
Johnson & JohnsonJohnson & Johnson (JNJ)
1.7%1.39%
Novo NordiskNovo Nordisk (NOVO-B.CO)
1.7%1.01%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments