BrunoFVFerreira avatar

BrunoFVFerreira
🇵🇹 Consumable Goods, Construction, and Financial Services Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
February 6, 2022
Lowest Cash
September 9, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
34 instruments
December 24, 2024
Least Diversified
0 instruments
February 6, 2022
Average
17.2 instruments

Most Consistent Holdings

Top 5

avatarMO
81.6%
avatarWBA
80.75%
avatarBLK
80.75%
avatarBEN
80.75%
avatarO
80.75%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 9, 2022
Lowest Exposure
February 6, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Durables
18.77%
Finance
18.48%
Consumer Non Durables
16.55%
Industrial Services
13.72%
ETFs
11.85%

Top Countries

Top 5

🇺🇸United States
78.26%
🇧🇷Brazil
5.41%
🇬🇷Greece
0.65%
🇬🇧United Kingdom
0.06%

Number of Instruments

Holdings over time

(Since February 6, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TeslaTesla (TSLA)
18.77%0%18.96%8/31/2022
AltriaAltria (MO)
15.28%0%81.6%2/1/2025
Energy TransferEnergy Transfer (ET)
13.59%0%68.02%2/1/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
10.76%0%62.26%2/1/2025
Realty IncomeRealty Income (O)
7.15%0%80.75%2/1/2025
Franklin ResourcesFranklin Resources (BEN)
5.04%0%80.75%2/1/2025
BlackRockBlackRock (BLK)
4.2%0%80.75%2/1/2025
AppleApple (AAPL)
3.48%0%71.7%2/1/2025
PetrobrasPetrobras (PBR.A)
2.6%0%66.79%2/1/2025
WalgreensWalgreens (WBA)
2.23%0%80.75%2/1/2025
PetrobrasPetrobras (PBR)
1.94%0%68.02%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.43%0%38.3%2/1/2025
Coca-ColaCoca-Cola (KO)
1.25%0%57.08%2/1/2025
UnitiUniti (UNIT)
1.16%0%60.85%2/1/2025
AT&TAT&T (T)
0.96%0%60.57%2/1/2025
MicrosoftMicrosoft (MSFT)
0.95%0%5.09%1/18/2023
Star BulkStar Bulk (SBLK)
0.65%0%66.04%2/1/2025
StarbucksStarbucks (SBUX)
0.62%0%54.62%2/1/2025
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.62%0%47.45%2/1/2025
VerizonVerizon (VZ)
0.53%0%60.57%2/1/2025
Alteryx Inc.Alteryx Inc. (AYX)
0.5%0%20.85%3/21/2024
CSNCSN (SID)
0.47%0%64.53%2/1/2025
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.4%0%44.06%2/1/2025
GerdauGerdau (GGB)
0.4%0%67.36%2/1/2025
Medical Properties TrustMedical Properties Trust (MPW)
0.25%0%49.62%2/1/2025
CamdenCamden (CPT)
0.23%0%44.34%2/1/2025
Crown CastleCrown Castle (CCI)
0.18%0%44.34%2/1/2025
Enterprise ProductsEnterprise Products (EPD)
0.13%0%54.25%2/1/2025
FS KKRFS KKR (FSK)
0.1%0%8.4%2/1/2025
3M3M (MMM)
0.09%0%0.28%9/12/2022
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.07%0%5.09%2/1/2025
BitcoinBitcoin (BTC)
0.07%0%16.51%2/1/2025
Big YellowBig Yellow (BYG.L)
0.06%0%49.06%2/1/2025
Extra SpaceExtra Space (EXR)
0.05%0%10.75%2/1/2025
CubeSmartCubeSmart (CUBE)
0.02%0%10%2/1/2025
Rexford IndustrialRexford Industrial (REXR)
0.02%0%9.72%2/1/2025
Procter & GambleProcter & Gamble (PG)
0.02%0%3.77%2/1/2025
Essential PropertiesEssential Properties (EPRT)
0.01%0%10%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Energy TransferEnergy Transfer (ET)
      		19.35%24.27%
      AltriaAltria (MO)
      		19.76%19.86%
      Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
      		12.99%12.89%
      Realty IncomeRealty Income (O)
      		7.89%6.44%
      Franklin ResourcesFranklin Resources (BEN)
      		8.34%5.99%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		6.09%5.17%
      UnitiUniti (UNIT)
      		2.75%4.15%
      PetrobrasPetrobras (PBR.A)
      		2.8%2.59%
      AppleApple (AAPL)
      		1.53%2.25%
      Coca-ColaCoca-Cola (KO)
      		1.88%1.75%
      Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
      		1.83%1.68%
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		1.69%1.45%
      Vanguard Information TechnologyVanguard Information Technology (VGT)
      		1.02%1.28%
      PetrobrasPetrobras (PBR)
      		1.28%1.28%
      FS KKRFS KKR (FSK)
      		1.27%1.23%
      AT&TAT&T (T)
      		1.06%1.23%
      BlackRockBlackRock (BLK)
      		0.53%0.77%
      StarbucksStarbucks (SBUX)
      		0.88%0.73%
      VerizonVerizon (VZ)
      		0.56%0.54%
      BitcoinBitcoin (BTC)
      		0.34%0.46%
      CamdenCamden (CPT)
      		0.43%0.46%
      Procter & GambleProcter & Gamble (PG)
      		0.51%0.45%
      Enterprise ProductsEnterprise Products (EPD)
      		0.43%0.42%
      Extra SpaceExtra Space (EXR)
      		0.52%0.4%
      Star BulkStar Bulk (SBLK)
      		0.57%0.35%
      WalgreensWalgreens (WBA)
      		1.26%0.33%
      Medical Properties TrustMedical Properties Trust (MPW)
      		0.5%0.27%
      Crown CastleCrown Castle (CCI)
      		0.29%0.24%
      CubeSmartCubeSmart (CUBE)
      		0.3%0.23%
      GerdauGerdau (GGB)
      		0.38%0.23%
      CSNCSN (SID)
      		0.43%0.22%
      Rexford IndustrialRexford Industrial (REXR)
      		0.28%0.21%
      Essential PropertiesEssential Properties (EPRT)
      		0.1%0.08%
      Big YellowBig Yellow (BYG.L)
      		0.09%0.07%

      Cash Exposure Over Time

      Cash Exposure % Over Time