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AndreiPU
🇩🇰 Investor.
1 copier.

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
March 9, 2024
Lowest Cash
January 12, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
61 instruments
November 3, 2023
Least Diversified
3 instruments
February 3, 2024
Average
28.9 instruments

Most Consistent Holdings

Top 5

avatarO
95.79%
avatarMSFT
92.15%
avatarAVGO
89.08%
avatarPEP
86.58%
avatarMO
82.48%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 12, 2024
Lowest Exposure
March 9, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
34.83%
Consumer Non Durables
18.89%
Electronic Technology
15.65%
Technology Services
7.7%
Health Technology
7.44%

Top Countries

Top 5

🇺🇸United States
97.68%
🇹🇼Taiwan
0.59%
🇨🇦Canada
0.33%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
11.28%10.79%95.79%-
AltriaAltria (MO)
8.08%5.32%82.48%-
MicrosoftMicrosoft (MSFT)
7.7%6.32%92.15%-
BroadcomBroadcom (AVGO)
6.23%4.16%89.08%-
Main Street CapitalMain Street Capital (MAIN)
5.49%8.79%80.32%-
PepsiCoPepsiCo (PEP)
4.71%2.19%86.58%-
STAGSTAG (STAG)
4%6.83%69.28%-
Agree RealtyAgree Realty (ADC)
3.82%6.7%70.88%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
3.78%2.36%82.37%-
Leggett & PlattLeggett & Platt (LEG)
2.72%0%52.79%9/17/2024
Philip MorrisPhilip Morris (PM)
2.67%3.62%74.06%-
VICI PropertiesVICI Properties (VICI)
2.48%4.38%61.55%-
Lowe'sLowe's (LOW)
2.35%1.87%71.22%-
Texas InstrumentsTexas Instruments (TXN)
2.1%4.52%68.26%-
AbbVieAbbVie (ABBV)
2.08%1.43%73.15%-
AppleApple (AAPL)
1.97%2.68%73.04%-
QualcommQualcomm (QCOM)
1.92%3.27%75.65%-
StarbucksStarbucks (SBUX)
1.77%2.31%73.95%-
Ares CapitalAres Capital (ARCC)
1.53%1.84%60.75%-
JPMorganJPMorgan (JPM)
1.52%1.2%67.46%-
Procter & GambleProcter & Gamble (PG)
1.38%1.68%71.56%-
MastercardMastercard (MA)
1.37%1.07%71.79%-
Lam ResearchLam Research (LRCX)
1.15%1.43%63.59%-
Johnson & JohnsonJohnson & Johnson (JNJ)
1%2.12%65.42%-
Coca-ColaCoca-Cola (KO)
0.95%1.32%63.37%-
ChevronChevron (CVX)
0.95%1.58%59.39%-
ExxonMobilExxonMobil (XOM)
0.92%1.57%58.13%-
VisaVisa (V)
0.89%0.61%71.67%-
SeagateSeagate (STX.US)
0.85%0%29.92%2/1/2024
TSMCTSMC (TSM)
0.59%0%24.8%1/10/2024
MerckMerck (MRK)
0.58%0%24.57%1/8/2024
NVIDIANVIDIA (NVDA)
0.56%3.51%34.81%-
SkyworksSkyworks (SWKS)
0.55%0%27.87%1/29/2024
Lockheed MartinLockheed Martin (LMT)
0.51%0%28.1%2/1/2024
McDonald'sMcDonald's (MCD)
0.51%1.32%56.09%-
Home DepotHome Depot (HD)
0.5%1.3%54.27%-
CostcoCostco (COST)
0.49%0.54%52.79%-
VerizonVerizon (VZ)
0.48%0%21.05%1/22/2024
T. Rowe PriceT. Rowe Price (TROW)
0.47%0%27.3%1/30/2024
Waste ManagementWaste Management (WM)
0.47%1.34%53.01%-
Digital RealtyDigital Realty (DLR)
0.44%0%20.71%1/29/2024
Morgan StanleyMorgan Stanley (MS)
0.43%0%23.89%1/8/2024
WP CareyWP Carey (WPC)
0.4%0%19.23%1/10/2024
TDTD (TD)
0.33%0%21.27%2/1/2024
General MillsGeneral Mills (GIS)
0.33%0%21.96%2/1/2024
ColgateColgate (CL)
0.29%0%19.45%1/3/2024
Constellation BrandsConstellation Brands (STZ)
0.24%0%22.87%2/1/2024
Williams-SonomaWilliams-Sonoma (WSM)
0.24%0%19.57%1/9/2024
BlackRockBlackRock (BLK)
0.23%0%14.33%12/4/2023
CloroxClorox (CLX)
0.23%0%22.87%2/1/2024
CiscoCisco (CSCO)
0.23%0%21.96%1/30/2024
ComcastComcast (CMCSA)
0.23%0%21.84%1/29/2024
KrogerKroger (KR)
0.2%0%21.16%2/2/2024
CaterpillarCaterpillar (CAT)
0.2%0%19.91%1/12/2024
WalmartWalmart (WMT)
0.19%0%19.68%1/12/2024
ITWITW (ITW)
0.19%0%20.82%1/30/2024
Union PacificUnion Pacific (UNP)
0.19%0%19.11%1/9/2024
Sherwin-WilliamsSherwin-Williams (SHW)
0.18%0%18.66%1/5/2024
UnitedHealthUnitedHealth (UNH)
0.18%0%18.66%1/11/2024
Goldman SachsGoldman Sachs (GS)
0.16%0%17.97%1/5/2024
MotorolaMotorola (MSI)
0.14%0%15.59%12/15/2023
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%7.74%1/9/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Realty IncomeRealty Income (O)
16.39%14.82%
AltriaAltria (MO)
8.19%8.59%
Main Street CapitalMain Street Capital (MAIN)
7.37%8.15%
Agree RealtyAgree Realty (ADC)
4.92%5.07%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
4.92%5.05%
VICI PropertiesVICI Properties (VICI)
5.74%5%
Philip MorrisPhilip Morris (PM)
4.1%4.39%
Texas InstrumentsTexas Instruments (TXN)
4.1%3.98%
Lowe'sLowe's (LOW)
4.1%3.75%
STAGSTAG (STAG)
4.1%3.63%
Ares CapitalAres Capital (ARCC)
3.28%3.32%
MicrosoftMicrosoft (MSFT)
3.28%3.29%
Procter & GambleProcter & Gamble (PG)
3.28%3.14%
BroadcomBroadcom (AVGO)
1.64%2.86%
StarbucksStarbucks (SBUX)
2.46%2.58%
AbbVieAbbVie (ABBV)
2.46%2.44%
Lam ResearchLam Research (LRCX)
2.46%2.18%
AppleApple (AAPL)
1.64%2.08%
JPMorganJPMorgan (JPM)
1.64%1.98%
MastercardMastercard (MA)
1.64%1.75%
ChevronChevron (CVX)
1.64%1.5%
QualcommQualcomm (QCOM)
1.64%1.47%
ExxonMobilExxonMobil (XOM)
1.64%1.43%
NVIDIANVIDIA (NVDA)
0.82%1.05%
VisaVisa (V)
0.82%0.95%
CostcoCostco (COST)
0.82%0.89%
Home DepotHome Depot (HD)
0.82%0.87%
McDonald'sMcDonald's (MCD)
0.82%0.83%
Waste ManagementWaste Management (WM)
0.82%0.76%
Coca-ColaCoca-Cola (KO)
0.82%0.75%
Johnson & JohnsonJohnson & Johnson (JNJ)
0.82%0.73%
PepsiCoPepsiCo (PEP)
0.82%0.7%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments