Alvareitor4 avatar

Alvareitor4
🇪🇸 Commodities and Financial Services Investor.
4 copiers.

Cash Allocation

Range

Highest Cash
February 3, 2023
Lowest Cash
January 5, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
27 instruments
October 18, 2023
Least Diversified
0 instruments
February 2, 2025
Average
19.4 instruments

Most Consistent Holdings

Top 5

avatarNKE
99.87%
avatarVFC
99.87%
avatarSWK
99.87%
avatarIIPR
99.87%
avatarPFE
96.55%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 5, 2023
Lowest Exposure
February 3, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Non Durables
33.93%
Finance
16.08%
Health Technology
8.64%
Consumer Durables
6.31%
Producer Manufacturing
5.84%

Top Countries

Top 5

🇺🇸United States
79.97%
🇬🇧United Kingdom
10.54%
🇮🇱Israel
0.93%
🇧🇲Bermuda
0.4%
🇨🇳China
0.3%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
IIPRIIPR (IIPR)
15.57%0%99.87%2/1/2025
NikeNike (NKE)
5.9%0%99.87%2/1/2025
DiageoDiageo (DEO)
5.77%0%95.09%2/1/2025
Stanley Black & DeckerStanley Black & Decker (SWK)
5.37%0%99.87%2/1/2025
AltriaAltria (MO)
4.95%0%74.63%7/25/2024
PfizerPfizer (PFE)
4.43%0%96.55%2/1/2025
VF CorpVF Corp (VFC)
4.26%0%99.87%2/1/2025
KellanovaKellanova (K)
4.25%0%70.12%8/5/2024
3M3M (MMM)
2.82%0%80.08%9/4/2024
Texas PacificTexas Pacific (TPL)
2.44%0%64.01%6/10/2024
SunworksSunworks (SUNWQ)
2.17%0%83.53%9/30/2024
NextEraNextEra (NEE)
2.15%0%59.5%5/14/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
2.1%0%46.75%2/1/2025
StarbucksStarbucks (SBUX)
2.08%0%26.03%8/13/2024
Coca-ColaCoca-Cola (KO)
1.96%0%46.75%2/13/2024
UPSUPS (UPS)
1.86%0%43.03%2/1/2025
TargetTarget (TGT)
1.79%0%43.43%12/11/2024
IntelIntel (INTC)
1.76%0%27.22%7/28/2023
Rio TintoRio Tinto (RIO)
1.71%0%27.09%12/12/2024
British American TobaccoBritish American Tobacco (BTI)
1.68%0%46.88%7/25/2024
AbbVieAbbVie (ABBV)
1.4%0%30.94%12/20/2024
UnileverUnilever (UL.US)
1.39%0%37.45%5/2/2024
ArbitrumArbitrum (ARB)
1.23%0%42.9%2/1/2025
Philip MorrisPhilip Morris (PM)
1.22%0%22.31%4/22/2024
VerizonVerizon (VZ)
1%0%50.6%1/24/2024
Procter & GambleProcter & Gamble (PG)
0.83%0%32.8%1/23/2024
McDonald'sMcDonald's (MCD)
0.83%0%16.87%2/1/2025
AlphabetAlphabet (GOOG)
0.8%0%18.59%10/30/2024
SolarEdgeSolarEdge (SEDG)
0.78%0%56.97%10/11/2024
AmazonAmazon (AMZN)
0.74%0%15.01%4/27/2023
Texas InstrumentsTexas Instruments (TXN)
0.73%0%16.6%12/15/2023
ColgateColgate (CL)
0.69%0%28.15%12/12/2023
MerckMerck (MRK)
0.67%0%14.08%2/1/2025
TeslaTesla (TSLA)
0.64%0%21.78%7/3/2024
IFFIFF (IFF)
0.63%0%21.51%1/2/2024
AdobeAdobe (ADBE)
0.57%0%12.35%6/14/2024
ADMADM (ADM)
0.56%0%21.12%7/25/2023
Realty IncomeRealty Income (O)
0.51%0%13.01%4/1/2024
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.45%0%13.41%11/18/2024
Ardmore ShippingArdmore Shipping (ASC)
0.37%0%12.62%2/1/2025
MicrosoftMicrosoft (MSFT)
0.37%0%5.71%11/13/2024
PepsiCoPepsiCo (PEP)
0.36%0%13.81%3/18/2024
ConocoPhillipsConocoPhillips (COP)
0.36%0%8.76%2/1/2025
NioNio (NIO)
0.3%0%6.51%5/6/2024
PayPalPayPal (PYPL)
0.23%0%11.16%7/8/2024
BitcoinBitcoin (BTC)
0.18%0%4.91%10/27/2024
ExxonMobilExxonMobil (XOM)
0.16%0%3.19%2/9/2024
ZIMZIM (ZIM)
0.16%0%4.12%2/2/2023
VisaVisa (V)
0.11%0%3.45%10/21/2024
Union PacificUnion Pacific (UNP)
0.1%0%7.97%5/22/2023
Dominion EnergyDominion Energy (D)
0.09%0%2.92%1/23/2023
ChainlinkChainlink (LINK)
0.09%0%3.85%6/28/2024
Lockheed MartinLockheed Martin (LMT)
0.08%0%2.12%2/29/2024
TennantTennant (TNC)
0.07%0%2.39%11/6/2024
AlbemarleAlbemarle (ALB)
0.05%0%2.39%5/9/2023
Home DepotHome Depot (HD)
0.05%0%2.39%5/10/2024
Novo-NordiskNovo-Nordisk (NVO)
0.04%0%1.33%10/15/2024
CoterraCoterra (CTRA)
0.04%0%0.8%10/29/2024
RaytheonRaytheon (RTX)
0.04%0%0.93%8/1/2023
ChevronChevron (CVX)
0.04%0%1.06%9/19/2024
ExpeditorsExpeditors (EXPD)
0.03%0%0.8%2/27/2024
WisdomTree WTI Crude OilWisdomTree WTI Crude Oil (OD7F.DE)
0.03%0%0.66%10/22/2024
Kellogg'sKellogg's (KLG)
0.03%0%7.3%11/27/2023
GenpactGenpact (G)
0.03%0%1.46%12/19/2023
NucorNucor (NUE)
0.03%0%0.53%8/15/2024
UnitedHealthUnitedHealth (UNH)
0.03%0%0.53%4/4/2024
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.02%0%1.2%11/7/2024
VanEck Vectors Russia ETFVanEck Vectors Russia ETF (RSX)
0.02%0%6.77%2/22/2023
SonySony (SONY)
0.01%0%0.53%5/14/2024
SolventumSolventum (SOLV)
0%0%0.27%4/4/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      IIPRIIPR (IIPR)
      		37.51%28.94%
      NikeNike (NKE)
      		13.26%15.27%
      DiageoDiageo (DEO)
      		8.26%9.53%
      PfizerPfizer (PFE)
      		5.88%6.36%
      MerckMerck (MRK)
      		4.41%5.8%
      McDonald'sMcDonald's (MCD)
      		4.12%5.55%
      VF CorpVF Corp (VFC)
      		4.83%5.05%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		3.44%4.74%
      Stanley Black & DeckerStanley Black & Decker (SWK)
      		4.43%4.62%
      ArbitrumArbitrum (ARB)
      		5.49%3.87%
      ConocoPhillipsConocoPhillips (COP)
      		2.87%3.87%
      Ardmore ShippingArdmore Shipping (ASC)
      		2.75%3.23%
      UPSUPS (UPS)
      		2.75%3.18%

      Cash Exposure Over Time

      Cash Exposure % Over Time