AndyBrno avatar

AndyBrno
🇸🇰 ETF Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
April 12, 2023
Lowest Cash
January 10, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
16 instruments
April 1, 2023
Least Diversified
0 instruments
February 2, 2025
Average
14.3 instruments

Most Consistent Holdings

Top 5

avatarCVX
99.87%
avatarXOM
99.87%
avatarTSN
99.87%
avatarAFL
99.87%
avatarRS
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 10, 2023
Lowest Exposure
April 12, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
76.13%
Energy Minerals
8.36%
Non Energy Minerals
5.71%
Finance
4.31%
Consumer Durables
3.58%

Top Countries

Top 5

🇺🇸United States
23.2%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
38.07%0%88.31%2/1/2025
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
27.41%0%99.87%2/1/2025
iShares MSCI Europe UCITS ETF (Dist)iShares MSCI Europe UCITS ETF (Dist) (IMEU.L)
4.56%0%99.87%2/1/2025
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
3.72%0%67.46%8/27/2024
PulteGroupPulteGroup (PHM)
3.58%0%99.87%2/1/2025
Reliance SteelReliance Steel (RS)
3.36%0%99.87%2/1/2025
ExxonMobilExxonMobil (XOM)
3.15%0%99.87%2/1/2025
AflacAflac (AFL)
2.56%0%99.87%2/1/2025
ChevronChevron (CVX)
2.52%0%99.87%2/1/2025
Commercial MetalsCommercial Metals (CMC)
2.35%0%99.87%2/1/2025
iShares STOXX Europe 600 UCITS ETFiShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE)
2.35%0%32.01%2/1/2025
HF SinclairHF Sinclair (DINO)
1.51%0%66.4%5/23/2024
Tyson FoodsTyson Foods (TSN)
1.24%0%99.87%2/1/2025
Cincinnati FinancialCincinnati Financial (CINF)
1.06%0%99.87%2/1/2025
Phillips 66Phillips 66 (PSX)
0.95%0%78.49%8/23/2024
First AmericanFirst American (FAF)
0.53%0%66.4%5/23/2024
Murphy OilMurphy Oil (MUR)
0.24%0%9.56%3/16/2023
ComericaComerica (CMA)
0.16%0%18.73%5/25/2023
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
0.02%0%1.2%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
      		37.15%41.58%
      iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
      		24.77%24.34%
      iShares STOXX Europe 600 UCITS ETFiShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE)
      		12.54%10.12%
      iShares MSCI Europe UCITS ETF (Dist)iShares MSCI Europe UCITS ETF (Dist) (IMEU.L)
      		9.29%7.55%
      PulteGroupPulteGroup (PHM)
      		3.1%3.78%
      Reliance SteelReliance Steel (RS)
      		2.79%3.02%
      AflacAflac (AFL)
      		1.24%2.05%
      ExxonMobilExxonMobil (XOM)
      		1.86%1.84%
      Commercial MetalsCommercial Metals (CMC)
      		1.24%1.53%
      ChevronChevron (CVX)
      		1.86%1.39%
      Tyson FoodsTyson Foods (TSN)
      		1.86%1.35%
      Cincinnati FinancialCincinnati Financial (CINF)
      		1.24%1.27%

      Cash Exposure Over Time

      Cash Exposure % Over Time