Andalejo1109 avatar

Andalejo1109
🇨🇴 Diversified ETF ETF and Financial Services Investor.
12 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
August 4, 2023
Lowest Cash
August 5, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
10 instruments
November 14, 2023
Least Diversified
0 instruments
August 4, 2023
Average
5.6 instruments

Most Consistent Holdings

Top 5

avatarVTI
95.41%
avatarSPYG
93.18%
avatarBRK.B
82.13%
avatarSMH
56.58%
avatarSXR8.DE
40.82%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 5, 2023
Lowest Exposure
August 4, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
72.73%
Finance
22.05%
Technology Services
1.47%
Energy Minerals
1.21%
Retail Trade
1%

Top Countries

Top 5

🇺🇸United States
25.89%
🇰🇾Cayman Islands
0.07%
🇨🇴Colombia
0%

Holdings over time

(Since August 4, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
35.42%24.48%93.18%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
20.92%0%82.13%10/23/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
17.05%6.92%95.41%-
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
5.57%14.46%56.58%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
4.3%0%19.11%6/20/2024
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
2.58%3.73%40.82%-
iShares MSCI ACWI UCITS ETFiShares MSCI ACWI UCITS ETF (IUSQ.DE)
2.12%0%16.25%11/28/2024
Vanguard Growth ETFVanguard Growth ETF (VUG)
1.64%0%13.28%12/4/2023
iShares S&P 500 Information Technology Sector UCITS ETFiShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE)
1.39%0%10.3%10/14/2024
ConocoPhillipsConocoPhillips (COP)
1.21%0%19.6%3/26/2024
VisaVisa (V)
1.06%0%13.28%12/4/2023
AlphabetAlphabet (GOOG)
1.01%0%19.73%9/27/2024
AmazonAmazon (AMZN)
1%0%13.28%12/4/2023
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
0.69%0%7.82%2/16/2024
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.58%0%3.6%7/19/2024
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
0.5%0%6.08%2/16/2024
Reddit IncReddit Inc (RDDT)
0.46%0%5.33%5/8/2024
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
0.43%0%6.45%12/4/2023
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.35%0%2.61%12/4/2023
EthereumEthereum (ETH)
0.32%0%16.38%7/9/2025
iShares Bitcoin TrustiShares Bitcoin Trust (IBIT)
0.13%0%5.46%7/19/2024
NuNu (NU)
0.07%0%4.84%7/19/2024
iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
0.07%3.82%1.74%-
BitcoinBitcoin (BTC)
0.05%0%3.72%2/13/2024
Direxion Daily 20 Year Plus Treasury Bull 3x SharesDirexion Daily 20 Year Plus Treasury Bull 3x Shares (TMF)
0.04%0%0.99%12/28/2023
BrinksBrinks (BCO)
0.04%0%1.86%7/5/2024
CiscoCisco (CSCO)
0.03%0%1.86%7/5/2024
StarbucksStarbucks (SBUX.RTH)
0.03%0%1.86%7/5/2024
EcopetrolEcopetrol (EC)
0%0%0.12%5/8/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
39.84%41.78%
Berkshire HathawayBerkshire Hathaway (BRK.B)
31.26%29.73%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
10.51%12.45%
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
10.51%9.24%
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
7.88%6.93%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments