Alvaro-Oliveira avatar

Alvaro-Oliveira
🇬🇧 ETF Investor.
3 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
July 2, 2024
Lowest Cash
June 8, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
36 instruments
November 28, 2023
Least Diversified
25 instruments
May 27, 2023
Average
31 instruments

Most Consistent Holdings

Top 5

avatarINTC
100%
avatarT
100%
avatarF
100%
avatarVOW3.DE
100%
avatarOGZDL.L
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 8, 2023
Lowest Exposure
July 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
15.93%
Non Energy Minerals
11.73%
Electronic Technology
10.36%
Consumer Durables
7.13%
Communications
6.55%

Top Countries

Top 5

🇺🇸United States
40.28%
🇬🇧United Kingdom
21.86%
🇩🇪Germany
3.86%
🇨🇦Canada
2.07%
🇫🇷France
1.24%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
13.72%10.43%100%-
IntelIntel (INTC)
9.92%9.57%100%-
Rio TintoRio Tinto (RIO)
8.61%10.06%100%-
AT&TAT&T (T)
6.55%2.43%100%-
UnileverUnilever (ULVR.L)
4.53%0%68.38%8/5/2024
UtilitiesUtilities
3.73%5.49%100%-
Core-EquityCore-Equity
3.58%7.71%47.14%-
Core-ModerateCore-Moderate
3.58%7.85%47.14%-
Core-DynamicCore-Dynamic
2.52%4.94%47.14%-
PayPalPayPal (PYPL)
2.46%2.06%100%-
VolkswagenVolkswagen (VOW3.DE)
2.44%1.72%100%-
Taylor WimpeyTaylor Wimpey (TW.L)
2.43%3.21%100%-
DividendGrowthDividendGrowth
2.12%0%63.48%6/25/2024
Legal & GeneralLegal & General (LGEN.L)
1.92%1.77%97.73%-
AmazonAmazon (AMZN)
1.82%0%64.2%4/23/2025
BarrickBarrick (GOLD.BARRICK)
1.68%0%58.35%8/20/2024
TheBigBanksTheBigBanks
1.65%6.59%34.49%-
FordFord (F)
1.6%1.2%100%-
Evraz PLCEvraz PLC (EVR.L)
1.4%1.1%100%-
TotalEnergiesTotalEnergies (TTE.PA)
1.21%6.68%29%-
easyJeteasyJet (EZJ.L)
1.12%0%54.3%4/8/2024
GSKGSK (GSK.L)
1.01%2.16%43.56%-
SPDR GoldSPDR Gold (GLD)
1.01%0%42.72%4/2/2024
NestleNestle (NESN.ZU)
0.94%0.87%100%-
CloudComputingCloudComputing
0.76%2.15%34.73%-
FoodDrinkFoodDrink
0.76%0%43.2%1/5/2024
BatteryTechBatteryTech
0.72%0.73%80.19%-
MicrosoftMicrosoft (MSFT)
0.7%0%16.23%11/12/2024
ShellShell (SHEL.L)
0.7%0%22.08%3/31/2025
International SeawaysInternational Seaways (INSW)
0.68%1.89%29%-
PorschePorsche (PAH3.DE)
0.66%0.61%78.88%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.63%0.45%100%-
AlbemarleAlbemarle (ALB)
0.59%0.34%77.57%-
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.54%0.51%77.45%-
ShoppingCartShoppingCart
0.46%0%41.05%6/26/2024
Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
0.45%0.39%100%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.45%0%10.86%4/4/2023
TUI AGTUI AG (TUI.L)
0.39%0%65.99%7/16/2024
Lithium AmericasLithium Americas (LAC)
0.39%0.2%80.07%-
VartaVarta (VAR1.DE)
0.37%0%97.73%4/9/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.34%1.52%31.62%-
United States Oil FundUnited States Oil Fund (USO)
0.29%0%13.48%1/2/2025
BitcoinBitcoin (BTC)
0.26%0%4.89%2/14/2024
ChevronChevron (CVX)
0.26%0%9.07%11/12/2024
CyberSecurityCyberSecurity
0.25%0%16.59%5/23/2023
AI-RevolutionAI-Revolution
0.25%0%10.62%9/5/2023
MetaverseLifeMetaverseLife
0.24%0%20.76%12/14/2023
CostcoCostco (COST)
0.21%0%16.95%5/26/2023
MicronMicron (MU)
0.16%0%16.95%5/26/2023
AppleApple (AAPL)
0.15%0%3.82%2/3/2023
EDPEDP (EDP.LSB)
0.13%0%10.5%5/10/2024
Franklin ResourcesFranklin Resources (BEN)
0.13%0%8.95%11/11/2024
T. Rowe PriceT. Rowe Price (TROW)
0.12%0%8.35%11/6/2024
Rolls-RoyceRolls-Royce (RR.L)
0.12%0%6.21%2/23/2023
Red ElectricaRed Electrica (RED.MC)
0.11%0%16.59%4/15/2024
MetaMeta (META)
0.09%0%16.59%5/23/2023
AlphabetAlphabet (GOOG)
0.06%0%7.4%3/17/2023
3M3M (MMM)
0.04%0%6.32%9/5/2023
Lithium Americas Argentina CLithium Americas Argentina C (LAR)
0.04%0%7.52%12/6/2023
ARK Innovation ETFARK Innovation ETF (ARKK)
0.03%0%2.63%1/23/2023
VeoliaVeolia (VIE.PA)
0.03%0%1.79%1/16/2023
EnagasEnagas (ENG.MC)
0.02%0%2.03%12/4/2023
CitiCiti (C)
0.01%0%0.84%4/24/2024
Lloyd'sLloyd's (LLOY.L)
0.01%0%1.07%12/6/2023
WolfspeedWolfspeed (WOLF)
0.01%0%0.95%6/28/2023
ValeVale (VALE)
0.01%0%0.84%4/14/2025
Sberbank MoscowSberbank Moscow (SBER.MOEX)
0%0%0%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Realty IncomeRealty Income (O)
9.12%10.53%
Core-EquityCore-Equity
6.27%9.1%
Rio TintoRio Tinto (RIO)
8.03%9.02%
Core-ModerateCore-Moderate
6.34%8.94%
IntelIntel (INTC)
10.5%6.18%
AT&TAT&T (T)
4.97%5.78%
Core-DynamicCore-Dynamic
3.89%5.69%
UtilitiesUtilities
3.64%5.4%
TheBigBanksTheBigBanks
3.04%4.46%
ShellShell (SHEL.L)
3.01%4.06%
TotalEnergiesTotalEnergies (TTE.PA)
3.39%4.02%
Taylor WimpeyTaylor Wimpey (TW.L)
3.16%3.71%
PayPalPayPal (PYPL)
4.08%2.89%
CloudComputingCloudComputing
1.62%2.38%
GSKGSK (GSK.L)
1.88%2.27%
International SeawaysInternational Seaways (INSW)
2.26%2.16%
United States Oil FundUnited States Oil Fund (USO)
1.51%2.05%
VolkswagenVolkswagen (VOW3.DE)
2.69%1.87%
Legal & GeneralLegal & General (LGEN.L)
1.51%1.85%
Evraz PLCEvraz PLC (EVR.L)
2.86%1.34%
FordFord (F)
1.51%1.27%
Johnson & JohnsonJohnson & Johnson (JNJ)
1.02%1.24%
BatteryTechBatteryTech
0.76%0.86%
NestleNestle (NESN.ZU)
0.9%0.83%
PorschePorsche (PAH3.DE)
0.75%0.69%
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.75%0.61%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.98%0.59%
AlbemarleAlbemarle (ALB)
1.13%0.54%
Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
5.41%0.42%
VartaVarta (VAR1.DE)
1.66%0.32%
Lithium AmericasLithium Americas (LAC)
1.13%0.22%
Sberbank MoscowSberbank Moscow (SBER.MOEX)
0%0%

Cash Exposure Over Time

Cash Exposure % Over Time