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CompoundInvest
🇬🇧 Diversified ETF Other and ETF Investor.
6 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
January 17, 2024
Lowest Cash
May 13, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
43 instruments
April 1, 2023
Least Diversified
0 instruments
February 2, 2025
Average
36.8 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.89%
avatarMETA
99.89%
avatarDIS
99.89%
avatarVALE
99.89%
avatarSBUX
99.89%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 13, 2025
Lowest Exposure
January 17, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
48.99%
Finance
10.21%
Consumer Services
9.05%
Technology Services
6.88%
Retail Trade
3.34%

Top Countries

Top 5

🇺🇸United States
30.35%
🇧🇷Brazil
3.62%
🇬🇧United Kingdom
1.28%
🇨🇦Canada
1.01%
🇯🇵Japan
0.51%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
18.07%19.5%99.89%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
15.22%19.6%99.89%-
DisneyDisney (DIS)
7.62%8.74%99.89%-
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
6.24%8.46%99.89%-
MetaMeta (META)
4.24%2.87%99.89%-
Goldman SachsGoldman Sachs (GS)
3.71%3.59%99.89%-
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
3.39%1.2%99.89%-
Realty IncomeRealty Income (O)
2.32%2.4%99.89%-
PetrobrasPetrobras (PBR.A)
1.92%2.81%80.41%-
AlphabetAlphabet (GOOG)
1.79%2.65%99.89%-
Invesco QQQInvesco QQQ (QQQ)
1.59%0%41.33%1/29/2024
StarbucksStarbucks (SBUX)
1.43%1.25%99.89%-
WP CareyWP Carey (WPC)
1.35%1.64%99.89%-
VisaVisa (V)
1.23%0%36.19%12/12/2023
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
1.09%2.25%59.74%-
TeslaTesla (TSLA)
1.04%1.31%99.68%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.03%2.59%49.14%-
ValeVale (VALE)
1.03%1.27%99.89%-
BitcoinBitcoin (BTC)
1.02%0%97.86%7/14/2025
Canadian SolarCanadian Solar (CSIQ)
1.01%0.86%75.37%-
Invesco China Technology ETFInvesco China Technology ETF (CQQQ)
0.98%1.15%99.89%-
Dollar TreeDollar Tree (DLTR)
0.89%0.62%99.89%-
eBayeBay (EBAY)
0.7%0%93.68%6/5/2025
GreggsGreggs (GRG.L)
0.67%0.63%59.74%-
WalgreensWalgreens (WBA)
0.65%0.65%97.97%-
PersimmonPersimmon (PSN.L)
0.6%0.48%99.89%-
TargetTarget (TGT)
0.58%0.33%99.89%-
iShares MSCI Germany ETFiShares MSCI Germany ETF (EWG)
0.54%0.57%99.89%-
SonySony (SONY)
0.5%0%92.72%5/27/2025
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
0.48%0.4%99.89%-
AmbevAmbev (ABEV)
0.46%0.53%81.8%-
NetflixNetflix (NFLX)
0.45%0%44.75%3/1/2024
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.41%0%41.33%1/29/2024
AppleApple (AAPL)
0.39%0%50.32%5/9/2024
UnitiUniti (UNIT)
0.35%0.3%95.93%-
CoinbaseCoinbase (COIN)
0.3%0%72.7%11/20/2024
AlibabaAlibaba (BABA)
0.27%0.28%99.89%-
AmazonAmazon (AMZN)
0.25%0%47.54%3/28/2024
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.24%0%36.3%12/13/2023
MicronMicron (MU)
0.24%0%41.65%2/1/2024
CignaCigna (CI)
0.23%0.13%90.58%-
ZIMZIM (ZIM)
0.22%0.17%99.89%-
PetrobrasPetrobras (PBR)
0.21%0%27.19%9/18/2023
PalantirPalantir (PLTR)
0.2%0%63.06%9/9/2024
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
0.18%2.53%8.78%-
MicrosoftMicrosoft (MSFT)
0.17%0%17.34%6/15/2023
JPMorganJPMorgan (JPM)
0.15%0%22.27%7/31/2023
Sunrise Realty Trust IncSunrise Realty Trust Inc (SUNS)
0.06%1.02%6.32%-
BNP ParibasBNP Paribas (BNP.PA)
0.04%0.46%8.46%-
eToro Group LTDeToro Group LTD (ETOR)
0.04%0.41%8.57%-
Kraft HeinzKraft Heinz (KHC)
0.04%0.44%8.57%-
ToyotaToyota (TM)
0.01%0.18%3.43%-
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%20.13%5/9/2024
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0%0%0.54%1/6/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
19.45%22.4%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
18.99%19.88%
DisneyDisney (DIS)
9.29%9.92%
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
9.26%8.95%
Goldman SachsGoldman Sachs (GS)
2.31%3.12%
Realty IncomeRealty Income (O)
3.03%2.45%
MetaMeta (META)
0.87%2.42%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
1.9%1.84%
AlphabetAlphabet (GOOG)
0.87%1.65%
BitcoinBitcoin (BTC)
0.58%1.54%
TeslaTesla (TSLA)
0.58%1.52%
PetrobrasPetrobras (PBR.A)
1.73%1.49%
WP CareyWP Carey (WPC)
2.02%1.48%
StarbucksStarbucks (SBUX)
1.73%1.41%
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
1.15%1.26%
ValeVale (VALE)
2.06%1.25%
Canadian SolarCanadian Solar (CSIQ)
2.66%1.22%
GreggsGreggs (GRG.L)
1.3%1.22%
Invesco China Technology ETFInvesco China Technology ETF (CQQQ)
1.59%1.05%
WalgreensWalgreens (WBA)
1.59%0.56%
PersimmonPersimmon (PSN.L)
0.87%0.55%
eBayeBay (EBAY)
0.58%0.52%
SonySony (SONY)
0.58%0.52%
AmbevAmbev (ABEV)
0.72%0.49%
TargetTarget (TGT)
0.87%0.49%
iShares MSCI Germany ETFiShares MSCI Germany ETF (EWG)
0.58%0.48%
Dollar TreeDollar Tree (DLTR)
0.87%0.44%
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
0.58%0.41%
UnitiUniti (UNIT)
0.43%0.36%
ZIMZIM (ZIM)
0.87%0.25%
AlibabaAlibaba (BABA)
0.58%0.22%
CignaCigna (CI)
0.14%0.14%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments