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
38 instruments
July 31, 2025
Least Diversified
25 instruments
May 27, 2023
Average
31.2 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
15.47%
Non Energy Minerals
11.59%
Electronic Technology
10.17%
Consumer Durables
6.94%
Communications
6.1%

Top Countries

Top 5

🇺🇸United States
39.01%
🇬🇧United Kingdom
21.25%
🇩🇪Germany
3.67%
🇨🇦Canada
1.88%
🇫🇷France
1.79%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
13.34%9.18%100%-
IntelIntel (INTC)
9.71%5.67%100%-
Rio TintoRio Tinto (RIO)
8.69%9.64%100%-
AT&TAT&T (T)
6.1%1.81%100%-
UnileverUnilever (ULVR.L)
4.07%0%61.41%8/5/2024
Core-EquityCore-Equity
3.98%7.24%52.52%-
Core-ModerateCore-Moderate
3.96%6.96%52.52%-
UtilitiesUtilities
3.93%5.51%100%-
Core-DynamicCore-Dynamic
2.75%4.56%52.52%-
PayPalPayPal (PYPL)
2.42%1.75%100%-
Taylor WimpeyTaylor Wimpey (TW.L)
2.4%2.83%100%-
VolkswagenVolkswagen (VOW3.DE)
2.34%1.32%100%-
TheBigBanksTheBigBanks
2.15%6.47%41.16%-
DividendGrowthDividendGrowth
1.91%0%57.02%6/25/2024
Legal & GeneralLegal & General (LGEN.L)
1.87%0.78%97.96%-
TotalEnergiesTotalEnergies (TTE.PA)
1.76%6.39%36.23%-
AmazonAmazon (AMZN)
1.64%0%57.66%4/23/2025
FordFord (F)
1.55%1.07%100%-
BarrickBarrick (B)
1.51%0%52.41%8/20/2024
Evraz PLCEvraz PLC (EVR.L)
1.35%0.91%100%-
GSKGSK (GSK.L)
1.1%2.24%49.3%-
easyJeteasyJet (EZJ.L)
1%0%48.77%4/8/2024
NestleNestle (NESN.ZU)
0.92%0.56%100%-
CloudComputingCloudComputing
0.91%2.08%41.37%-
SPDR GoldSPDR Gold (GLD)
0.9%0%38.37%4/2/2024
International SeawaysInternational Seaways (INSW)
0.81%1.82%36.23%-
BatteryTechBatteryTech
0.72%0.74%82.21%-
FoodDrinkFoodDrink
0.68%0%38.8%1/5/2024
PorschePorsche (PAH3.DE)
0.64%0.48%81.03%-
MicrosoftMicrosoft (MSFT)
0.63%0%14.58%11/12/2024
ShellShell (SHEL.L)
0.63%0%19.83%3/31/2025
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.62%0.56%100%-
AlbemarleAlbemarle (ALB)
0.57%0.32%79.85%-
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.53%0.46%79.74%-
Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
0.44%0.32%100%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.43%0.47%38.59%-
ShoppingCartShoppingCart
0.42%0%36.87%6/26/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.4%0%9.75%4/4/2023
GoldWorldWideGoldWorldWide
0.38%4.94%7.93%-
Lithium AmericasLithium Americas (LAC)
0.37%0.14%82.1%-
TUI AGTUI AG (TUI.L)
0.35%0%59.27%7/16/2024
VartaVarta (VAR1.DE)
0.34%0%87.78%4/9/2025
United States Oil FundUnited States Oil Fund (USO)
0.29%0.78%17.04%-
BitcoinBitcoin (BTC)
0.24%0%4.39%2/14/2024
ChevronChevron (CVX)
0.24%0%8.15%11/12/2024
CyberSecurityCyberSecurity
0.23%0%14.9%5/23/2023
AI-RevolutionAI-Revolution
0.22%0%9.54%9/5/2023
MetaverseLifeMetaverseLife
0.21%0%18.65%12/14/2023
CostcoCostco (COST)
0.19%0%15.22%5/26/2023
MicronMicron (MU)
0.14%0%15.22%5/26/2023
AppleApple (AAPL)
0.13%0%3.43%2/3/2023
EDPEDP (EDP.LSB)
0.12%0%9.43%5/10/2024
Franklin ResourcesFranklin Resources (BEN)
0.12%0%8.04%11/11/2024
T. Rowe PriceT. Rowe Price (TROW)
0.11%0%7.5%11/6/2024
Rolls-RoyceRolls-Royce (RR.L)
0.11%0%5.57%2/23/2023
InTheGameInTheGame
0.11%1.77%6.32%-
Red ElectricaRed Electrica (RED.MC)
0.09%0%14.9%4/15/2024
BigTechBigTech
0.09%2.38%3.75%-
MetaMeta (META)
0.08%0%14.9%5/23/2023
EuropeDefenseEuropeDefense
0.08%2.29%3.43%-
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.07%1.43%5.04%-
CopaCopa (CPA)
0.07%0.82%7.82%-
AlphabetAlphabet (GOOG)
0.05%0%6.65%3/17/2023
Lockheed MartinLockheed Martin (LMT)
0.05%1.42%3.75%-
3M3M (MMM)
0.04%0%5.68%9/5/2023
Lithium Americas Argentina CLithium Americas Argentina C (LAR)
0.03%0%6.75%12/6/2023
ARK Innovation ETFARK Innovation ETF (ARKK)
0.03%0%2.36%1/23/2023
VeoliaVeolia (VIE.PA)
0.03%0%1.61%1/16/2023
EnagasEnagas (ENG.MC)
0.02%0%1.82%12/4/2023
CitiCiti (C)
0.01%0%0.75%4/24/2024
ARMARM (ARM)
0.01%0%0.86%5/13/2025
Lloyd'sLloyd's (LLOY.L)
0.01%0%0.96%12/6/2023
WolfspeedWolfspeed (WOLF)
0.01%0%0.86%6/28/2023
UberUber (UBER)
0.01%0%0.86%5/13/2025
ValeVale (VALE)
0%0%0.75%4/14/2025
DisneyDisney (DIS)
0%0%0.21%5/7/2025
JPMorganJPMorgan (JPM)
0%0.77%0.21%-
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 & Instruments Over Time

Cash Exposure %

Number of Instruments