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AndresChocron
🇨🇭 Multi-Strategy Financial Services Investor.
104 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 9, 2024
Lowest Cash
April 28, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
June 6, 2024
Least Diversified
0 instruments
February 2, 2025
Average
30.9 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.91%
avatarMETA
99.91%
avatarMSFT
99.91%
avatarAMZN
99.91%
avatarDIS
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 28, 2022
Lowest Exposure
July 9, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
26.79%
Finance
21.36%
Retail Trade
13.69%
Consumer Durables
8.65%
Producer Manufacturing
8.22%

Top Countries

Top 5

🇺🇸United States
53.11%
🇨🇭Switzerland
17.04%
🇪🇸Spain
9.3%
🇩🇪Germany
6.65%
🇨🇦Canada
3.58%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
InditexInditex (ITX.MC)
9.28%7.05%92.33%-
AlphabetAlphabet (GOOG)
7.56%6.95%99.91%-
MetaMeta (META)
6.66%8.12%99.91%-
MicrosoftMicrosoft (MSFT)
6.08%4.97%99.91%-
BlackStoneBlackStone (BX)
5.11%4.5%99.91%-
HolcimHolcim (HOLN.ZU)
4.44%4.86%98.81%-
AmazonAmazon (AMZN)
3.93%3.22%99.91%-
BrookfieldBrookfield (BN.US)
3.58%3.67%90.03%-
UBSUBS (UBSG.ZU)
3.41%2.97%99.91%-
BMWBMW (BMW.DE)
3.12%0%89.43%12/16/2024
CaterpillarCaterpillar (CAT)
3.09%3.21%94.29%-
ABBABB (ABBN.ZU)
3.05%3.69%94.29%-
DisneyDisney (DIS)
2.84%1.84%99.91%-
RichemontRichemont (CFR.ZU)
2.75%0%97.53%4/4/2025
PalantirPalantir (PLTR)
2.46%0%75.7%7/8/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.15%4.04%83.46%-
Swiss ReSwiss Re (SREN.ZU)
2.14%5.65%79.28%-
FordFord (F)
2.06%0%75.7%7/8/2024
IntelIntel (INTC)
2.04%0%62.23%1/30/2024
WixWix (WIX)
1.98%0%79.2%3/5/2025
VonoviaVonovia (VNA.DE)
1.85%3.54%77.83%-
ApolloApollo (APO)
1.51%2.31%86.27%-
3M3M (MMM)
1.22%0%52.17%7/8/2024
LVMHLVMH (MC.PA)
1.2%1.24%48.25%-
ParamountParamount (PARA)
1.19%0%62.23%1/30/2024
QualcommQualcomm (QCOM)
1.16%0%77.66%1/27/2025
Icahn EnterprisesIcahn Enterprises (IEP)
1.13%0%28.99%12/28/2022
LogitechLogitech (LOGN.ZU)
1.08%0%50.47%9/27/2023
WiseWise (WISE.L)
0.76%0.73%91.13%-
TencentTencent (0700.HK)
0.73%0%20.72%9/8/2022
ProsusProsus (PRX.NV)
0.6%0%20.46%12/15/2022
BrookfieldBrookfield (BAM)
0.59%0%64.71%1/21/2025
BaiduBaidu (BIDU)
0.56%0%18.07%8/3/2022
BASFBASF (BAS.DE)
0.53%1.61%37.77%-
BilfingerBilfinger (GBF.DE)
0.41%0%13.9%6/13/2022
AdyenAdyen (ADYEN.NV)
0.41%0%43.14%1/13/2025
ProSiebenSat.1ProSiebenSat.1 (PSM.DE)
0.41%0%31.29%9/27/2023
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.4%1.71%24.21%-
BitcoinBitcoin (BTC)
0.39%2.18%27.02%-
AlibabaAlibaba (BABA)
0.38%0%20.63%9/7/2022
Lam ResearchLam Research (LRCX)
0.33%0%19.69%8/23/2022
GMGM (GM)
0.29%0%13.98%12/19/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.29%0.69%20.46%-
ValeVale (VALE)
0.26%0%7.84%4/21/2022
HarbourVestHarbourVest (HVPE.L)
0.24%0%8.53%4/11/2022
VolkswagenVolkswagen (VOW3.DE)
0.24%0%21.4%6/7/2024
AMDAMD (AMD)
0.23%0%7.42%3/29/2022
AmsAms (AMS.ZU)
0.22%0%9.38%4/21/2022
Energy TransferEnergy Transfer (ET)
0.22%0%12.7%6/17/2022
Fintech Acquisition Corp. VFintech Acquisition Corp. V (FTCV)
0.18%0%5.63%3/8/2022
Interactive BrokersInteractive Brokers (IBKR)
0.16%2.34%10.91%-
Global X Uranium ETFGlobal X Uranium ETF (URA)
0.15%0%17.05%8/21/2024
TSMCTSMC (TSM)
0.15%0%10.74%11/12/2024
NestleNestle (NESN.ZU)
0.14%1.72%10.23%-
Materials Select Sector SPDRMaterials Select Sector SPDR (XLB)
0.14%0%12.53%12/5/2024
MondelezMondelez (MDLZ)
0.13%2.08%7.42%-
UMGUMG (UMG.NV)
0.12%1.05%13.38%-
BoeingBoeing (BA)
0.12%1.63%9.55%-
AdobeAdobe (ADBE)
0.12%0%10.14%3/27/2025
Rio TintoRio Tinto (RIO.L)
0.12%0%9.46%5/10/2022
SPDR Russell 2000 US Small Cap UCITS ETFSPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE)
0.11%0%6.56%1/28/2025
SinopecSinopec (0386.HK)
0.11%0%9.46%5/11/2022
Franklin FTSE India ETFFranklin FTSE India ETF (FLIN)
0.11%0%7.25%10/4/2024
PorschePorsche (PAH3.DE)
0.09%0%21.4%6/7/2024
TeslaTesla (TSLA)
0.09%0%12.19%6/20/2024
MarkelMarkel (MKL)
0.09%1.9%5.71%-
PfizerPfizer (PFE)
0.08%0%7.42%3/29/2022
UberUber (UBER)
0.08%3.03%6.05%-
MarvellMarvell (MRVL)
0.06%0%5.46%2/7/2025
AlibabaAlibaba (9988.HK)
0.05%0%7.5%3/30/2022
Williams-SonomaWilliams-Sonoma (WSM)
0.05%0%11.85%10/27/2022
Host HotelsHost Hotels (HST)
0.04%2.62%2.22%-
FiverrFiverr (FVRR)
0.04%0%3.75%12/15/2022
ChubbChubb (CB)
0.04%1.51%3.84%-
Spdr S&P Homebuilders EtfSpdr S&P Homebuilders Etf (XHB)
0.03%0%2.98%3/5/2025
InvestecInvestec (INVP.L)
0.03%0%1.53%1/18/2022
RenovaroRenovaro (RENB)
0.03%0%6.22%7/9/2024
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
0.02%0%1.11%1/13/2022
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.02%0%2.39%4/7/2025
TelefonicaTelefonica (TEF.MC)
0.02%1.82%1.28%-
NioNio (NIO)
0.02%0%1.53%1/18/2022
MadrigalMadrigal (MDGL)
0.02%0%9.46%7/8/2024
CardanoCardano (ADA)
0.01%0%1.45%1/17/2022
ArrivalArrival (ARVLF)
0.01%0%1.28%5/10/2022
KKRKKR (KKR)
0.01%0%0.43%3/10/2025
SolventumSolventum (SOLV)
0%0%0.85%4/12/2024
LoomisLoomis (LOOMIS.ST)
0%0%0.34%12/20/2024
AccelleronAccelleron (ACLN.ZU)
0%0%1.88%10/27/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MetaMeta (META)
4.54%9.07%
AlphabetAlphabet (GOOG)
7.81%8.26%
InditexInditex (ITX.MC)
4.33%6.75%
BlackStoneBlackStone (BX)
5.07%5.7%
MicrosoftMicrosoft (MSFT)
4.98%5.45%
LVMHLVMH (MC.PA)
7.56%4.66%
HolcimHolcim (HOLN.ZU)
3.53%4.4%
Swiss ReSwiss Re (SREN.ZU)
4.59%4.21%
BrookfieldBrookfield (BN.US)
4.74%4.06%
AmazonAmazon (AMZN)
4.14%3.91%
ABBABB (ABBN.ZU)
3.07%3.38%
WixWix (WIX)
1.51%3.26%
CaterpillarCaterpillar (CAT)
2.52%3.15%
UBSUBS (UBSG.ZU)
2.52%3%
ApolloApollo (APO)
2.02%2.88%
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.02%2.76%
VonoviaVonovia (VNA.DE)
3.1%2.57%
DisneyDisney (DIS)
3.33%2.31%
SPDR Russell 2000 US Small Cap UCITS ETFSPDR Russell 2000 US Small Cap UCITS ETF (ZPRR.DE)
3.65%2.29%
RichemontRichemont (CFR.ZU)
2.7%2.06%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
2.77%1.74%
BitcoinBitcoin (BTC)
1.76%1.65%
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
2.22%1.59%
BASFBASF (BAS.DE)
2.52%1.57%
MarvellMarvell (MRVL)
1.76%1.14%
UMGUMG (UMG.NV)
1.51%1.03%
NestleNestle (NESN.ZU)
1.51%1%
AdyenAdyen (ADYEN.NV)
0.76%0.97%
Interactive BrokersInteractive Brokers (IBKR)
1.51%0.97%
BrookfieldBrookfield (BAM)
0%0.96%
AdobeAdobe (ADBE)
1.51%0.95%
WiseWise (WISE.L)
0.5%0.75%
BoeingBoeing (BA)
1.01%0.65%
QualcommQualcomm (QCOM)
1.01%0.6%

Cash Exposure Over Time

Cash Exposure % Over Time