Alvareitor4 avatar

Alvareitor4
🇪🇸 Multi-Strategy Consumable Goods and Financial Services Investor.
4 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 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
17.6 instruments

Most Consistent Holdings

Top 5

avatarNKE
99.72%
avatarVFC
99.72%
avatarSWK
99.72%
avatarIIPR
99.72%
avatarPFE
97.36%

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
34.26%
Finance
18.65%
Health Technology
10.5%
Consumer Durables
5.68%
Producer Manufacturing
4.19%

Top Countries

Top 5

🇺🇸United States
80.7%
🇬🇧United Kingdom
9.86%
🇧🇲Bermuda
1.11%
🇮🇱Israel
0.66%
🇫🇷France
0.51%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
IIPRIIPR (IIPR)
18.22%21.11%99.72%-
NikeNike (NKE)
8.16%12.68%99.72%-
DiageoDiageo (DEO)
6.47%7%96.32%-
Stanley Black & DeckerStanley Black & Decker (SWK)
5.01%3.94%99.72%-
PfizerPfizer (PFE)
4.85%5.86%97.36%-
VF CorpVF Corp (VFC)
4.05%4.18%99.72%-
AltriaAltria (MO)
3.52%0%53.07%7/25/2024
PepsiCoPepsiCo (PEP)
3.05%16.78%28.99%-
KellanovaKellanova (K)
3.03%0%49.86%8/5/2024
StarbucksStarbucks (SBUX)
2.6%0%30.12%12/2/2025
MerckMerck (MRK)
2.47%5.61%38.72%-
UPSUPS (UPS)
2.04%2.29%59.3%-
3M3M (MMM)
2%0%56.94%9/4/2024
Texas PacificTexas Pacific (TPL)
1.74%0%45.51%6/10/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
1.64%0%36.07%3/4/2025
SunworksSunworks (SUNWQ)
1.55%0%59.4%9/30/2024
NextEraNextEra (NEE)
1.53%0%42.3%5/14/2024
ArbitrumArbitrum (ARB)
1.47%1.12%59.21%-
Coca-ColaCoca-Cola (KO)
1.4%0%33.24%2/13/2024
ConocoPhillipsConocoPhillips (COP)
1.3%3.47%34.94%-
TargetTarget (TGT)
1.28%0%30.88%12/11/2024
IntelIntel (INTC)
1.25%0%19.36%7/28/2023
Rio TintoRio Tinto (RIO)
1.21%0%19.26%12/12/2024
British American TobaccoBritish American Tobacco (BTI)
1.19%0%33.33%7/25/2024
Ardmore ShippingArdmore Shipping (ASC)
1.09%3.04%37.68%-
AbbVieAbbVie (ABBV)
1%0%22%12/20/2024
UnileverUnilever (UL.US)
0.99%0%26.63%5/2/2024
AlphabetAlphabet (GOOG)
0.88%0%18.32%7/7/2025
Philip MorrisPhilip Morris (PM)
0.86%0%15.86%4/22/2024
McDonald'sMcDonald's (MCD)
0.73%0%14.07%2/24/2025
VerizonVerizon (VZ)
0.71%0%35.98%1/24/2024
Procter & GambleProcter & Gamble (PG)
0.59%0%23.32%1/23/2024
SolarEdgeSolarEdge (SEDG)
0.55%0%40.51%10/11/2024
BitcoinBitcoin (BTC)
0.55%0%9.44%4/29/2025
AmazonAmazon (AMZN)
0.53%0%10.67%4/27/2023
Texas InstrumentsTexas Instruments (TXN)
0.52%0%11.8%12/15/2023
SanofiSanofi (SNY)
0.51%0%9.35%10/15/2025
ColgateColgate (CL)
0.49%0%20.02%12/12/2023
TeslaTesla (TSLA)
0.46%0%15.49%7/3/2024
IFFIFF (IFF)
0.45%0%15.3%1/2/2024
AdobeAdobe (ADBE)
0.4%0%8.78%6/14/2024
ADMADM (ADM)
0.4%0%15.01%7/25/2023
Realty IncomeRealty Income (O)
0.36%0%9.25%4/1/2024
MetaMeta (META)
0.36%0%5.1%5/14/2025
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.34%0%10.1%4/30/2025
MicrosoftMicrosoft (MSFT)
0.26%0%4.06%11/13/2024
NioNio (NIO)
0.21%0%4.63%5/6/2024
PayPalPayPal (PYPL)
0.16%0%7.93%7/8/2024
ExxonMobilExxonMobil (XOM)
0.11%0%2.27%2/9/2024
ZIMZIM (ZIM)
0.11%0%2.93%2/2/2023
RiotRiot (RIOT)
0.11%0%6.14%5/8/2025
VisaVisa (V)
0.08%0%2.46%10/21/2024
Union PacificUnion Pacific (UNP)
0.07%0%5.67%5/22/2023
Dominion EnergyDominion Energy (D)
0.07%0%2.08%1/23/2023
ChainlinkChainlink (LINK)
0.06%0%2.74%6/28/2024
Lockheed MartinLockheed Martin (LMT)
0.06%0%1.51%2/29/2024
TennantTennant (TNC)
0.05%0%1.7%11/6/2024
NVIDIANVIDIA (NVDA)
0.04%0%0.94%3/17/2025
CaterpillarCaterpillar (CAT)
0.04%0%1.32%3/10/2025
AlbemarleAlbemarle (ALB)
0.04%0%1.7%5/9/2023
Home DepotHome Depot (HD)
0.04%0%1.7%5/10/2024
Novo-NordiskNovo-Nordisk (NVO)
0.03%0%0.94%10/15/2024
CoterraCoterra (CTRA)
0.03%0%0.57%10/29/2024
RaytheonRaytheon (RTX)
0.03%0%0.66%8/1/2023
ChevronChevron (CVX)
0.03%0%0.76%9/19/2024
ExpeditorsExpeditors (EXPD)
0.02%0%0.57%2/27/2024
WisdomTree WTI Crude OilWisdomTree WTI Crude Oil (OD7F.DE)
0.02%0%0.47%10/22/2024
Kellogg'sKellogg's (KLG)
0.02%0%5.19%11/27/2023
GenpactGenpact (G)
0.02%0%1.04%12/19/2023
NucorNucor (NUE)
0.02%0%0.38%8/15/2024
UnitedHealthUnitedHealth (UNH)
0.02%0%0.38%4/4/2024
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.02%0%0.85%11/7/2024
VanEck Vectors Russia ETFVanEck Vectors Russia ETF (RSX)
0.01%0%4.82%2/22/2023
SonySony (SONY)
0.01%0%0.38%5/14/2024
SolventumSolventum (SOLV)
0%0%0.19%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 & Instruments Over Time

Cash Exposure %

Number of Instruments