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CaioDaud
🇮🇹 Multi-Strategy Consumable Goods and Financial Services 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
October 9, 2025
Lowest Cash
January 27, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
29 instruments
August 13, 2024
Least Diversified
0 instruments
February 2, 2025
Average
20.4 instruments

Most Consistent Holdings

Top 5

avatarO
92.92%
avatarAFL
91.41%
avatarJNJ
79.23%
avatarAMGN
79.04%
avatarKR
79.04%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 27, 2023
Lowest Exposure
October 9, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
17.73%
Finance
17.23%
Utilities
12.04%
Consumer Non Durables
8.37%
Health Technology
8.19%

Top Countries

Top 5

🇺🇸United States
59.41%
🇨🇦Canada
4.76%
🇧🇷Brazil
2.38%
🇮🇪Ireland
1.88%
🇫🇷France
1.44%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
6.95%0%49.48%10/14/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6.58%0%76.68%10/8/2025
Realty IncomeRealty Income (O)
5.03%0%92.92%10/8/2025
NextEraNextEra (NEE)
4.34%0%79.04%10/8/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
3.96%0%79.23%10/8/2025
UnitedHealthUnitedHealth (UNH)
3.59%60.5%45.23%-
KrogerKroger (KR)
3.55%0%79.04%10/8/2025
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
3.54%0%15.01%6/12/2023
AflacAflac (AFL)
2.66%0%91.41%10/8/2025
CNRCNR (CNI)
2.55%0%71.39%10/8/2025
NikeNike (NKE)
2.45%0%59.11%10/8/2025
AmgenAmgen (AMGN)
2.43%0%79.04%10/8/2025
Procter & GambleProcter & Gamble (PG)
2.35%0%76.68%10/8/2025
T. Rowe PriceT. Rowe Price (TROW)
2.35%0%57.6%10/14/2024
TDTD (TD)
2.21%0%57.79%5/23/2025
General DynamicsGeneral Dynamics (GD)
2.2%0%72.9%8/4/2025
ChevronChevron (CVX)
2.14%0%76.39%10/8/2025
ConEdConEd (ED)
2.12%0%57.6%10/14/2024
CaterpillarCaterpillar (CAT)
2.11%0%61.19%10/8/2025
Air ProductsAir Products (APD)
2%0%59.96%10/8/2025
American TowerAmerican Tower (AMT)
1.67%0%49.95%10/8/2025
VisaVisa (V)
1.59%0%41.45%10/8/2025
MedtronicMedtronic (MDT.US)
1.54%0%45.23%10/14/2024
American WaterAmerican Water (AWK)
1.5%0%57.6%10/14/2024
AmdocsAmdocs (DOX)
1.5%0%45.61%10/8/2025
HersheyHershey (HSY)
1.5%0%54.67%10/8/2025
L'OréalL'Oréal (OR.PA)
1.44%38.1%3.78%-
DolbyDolby (DLB)
1.37%0%39.66%10/8/2025
EnagasEnagas (ENG.MC)
1.32%0%13.98%6/16/2023
United UtilitiesUnited Utilities (UU.L)
1.19%0%25.21%11/6/2023
Robert HalfRobert Half (RHI)
1.06%0%40.13%10/8/2025
UGIUGI (UGI)
1.06%0%33.24%5/13/2024
AT&TAT&T (T)
0.94%0%12.75%6/20/2023
CemigCemig (CIG)
0.73%0%12.37%6/16/2023
Banco Santander BrasilBanco Santander Brasil (BSBR)
0.72%0%12.37%6/16/2023
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.67%0%3.68%6/26/2023
AtmosAtmos (ATO)
0.63%0%12.18%6/14/2023
NordsonNordson (NDSN)
0.62%0%17.66%10/8/2025
PepsiCoPepsiCo (PEP)
0.61%0%17.37%10/8/2025
Snap-onSnap-on (SNA)
0.55%0%42.68%10/21/2024
Global Net LeaseGlobal Net Lease (GNL)
0.52%0%12.37%6/16/2023
Rexford IndustrialRexford Industrial (REXR)
0.49%0%13.03%10/8/2025
Telefônica BrasilTelefônica Brasil (VIV.US)
0.48%0%11.61%6/8/2023
PetrobrasPetrobras (PBR)
0.45%0%12.65%6/12/2023
AccentureAccenture (ACN)
0.33%0%6.14%10/8/2025
ZoetisZoetis (ZTS)
0.26%0%5.38%10/8/2025
ZIMZIM (ZIM)
0.25%0%12.09%6/20/2023
American States WaterAmerican States Water (AWR)
0.21%0%6.7%10/8/2025
Lowe'sLowe's (LOW)
0.03%0%26.53%10/14/2024
Coca-ColaCoca-Cola (KO)
0.01%0%14.35%12/6/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
11.42%13.55%
NikeNike (NKE)
8.9%6.81%
Johnson & JohnsonJohnson & Johnson (JNJ)
7.78%6.61%
NextEraNextEra (NEE)
5.93%6.23%
KrogerKroger (KR)
4.08%5.16%
TDTD (TD)
5.95%4.73%
CNRCNR (CNI)
5.24%4.46%
CaterpillarCaterpillar (CAT)
3.71%4.44%
VisaVisa (V)
3.71%4.24%
DolbyDolby (DLB)
3.71%4.02%
Robert HalfRobert Half (RHI)
3.71%3.9%
Procter & GambleProcter & Gamble (PG)
3.71%3.88%
AmdocsAmdocs (DOX)
3.71%3.83%
Air ProductsAir Products (APD)
3.71%3.7%
Realty IncomeRealty Income (O)
4.13%3.68%
American TowerAmerican Tower (AMT)
3.71%3.6%
General DynamicsGeneral Dynamics (GD)
3.15%3.55%
AflacAflac (AFL)
2.47%3.41%
AmgenAmgen (AMGN)
3.26%3.38%
ChevronChevron (CVX)
3.71%3.22%
HersheyHershey (HSY)
3.71%3.03%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments