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DanielGuttmann
🇩🇪 Growth 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
December 13, 2023
Lowest Cash
March 8, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
52 instruments
April 9, 2025
Least Diversified
0 instruments
February 2, 2025
Average
43.6 instruments

Most Consistent Holdings

Top 5

avatarHPQ
99.89%
avatarKO
99.89%
avatarMCD
99.89%
avatarMMM
99.89%
avatarPG
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
March 8, 2023
Lowest Exposure
December 13, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Non Durables
24.87%
Electronic Technology
20.92%
Technology Services
14.88%
Finance
7.92%
Communications
7.77%

Top Countries

Top 5

🇺🇸United States
91.87%
🇨🇳China
1.84%
🇩🇪Germany
1.62%
🇬🇧United Kingdom
1.29%
🇦🇺Australia
0.98%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Coca-ColaCoca-Cola (KO)
9.61%8.28%99.89%-
AppleApple (AAPL)
8.3%7%81.66%-
IntelIntel (INTC)
6.42%0%88.27%6/2/2025
AT&TAT&T (T)
5.6%6.36%99.89%-
MicrosoftMicrosoft (MSFT)
4.94%1.77%84.05%-
Stanley Black & DeckerStanley Black & Decker (SWK)
4.07%2.37%97.27%-
Procter & GambleProcter & Gamble (PG)
3.63%4.77%99.89%-
ColgateColgate (CL)
3.28%3%96.13%-
C3.aiC3.ai (AI)
3.16%2.97%88.84%-
NetAppNetApp (NTAP)
3.15%3.04%86.56%-
T. Rowe PriceT. Rowe Price (TROW)
3.11%0%71.53%11/11/2024
Baker HughesBaker Hughes (BKR)
2.76%3.26%69.36%-
KellanovaKellanova (K)
2.52%2.34%99.89%-
HPHP (HPQ)
2.48%1.45%99.89%-
AltriaAltria (MO)
2.18%0%22.21%7/18/2023
VerizonVerizon (VZ)
2.17%0%99.32%6/2/2025
CiscoCisco (CSCO)
1.74%1.89%90.09%-
Leggett & PlattLeggett & Platt (LEG)
1.7%0.53%99.89%-
AGNCAGNC (AGNC)
1.63%1.09%99.66%-
Take-TwoTake-Two (TTWO)
1.56%6.68%23.58%-
BaiduBaidu (BIDU)
1.41%0%94.31%6/2/2025
Medical Properties TrustMedical Properties Trust (MPW)
1.24%0%97.49%5/19/2025
IBMIBM (IBM)
1.22%2.78%99.77%-
ConAgraConAgra (CAG)
1.2%0.86%86.56%-
3M3M (MMM)
1.18%1.15%99.89%-
AbbottAbbott (ABT)
1.16%1.4%34.85%-
Domino'sDomino's (DMP.ASX)
0.98%0%48.52%4/15/2024
VolkswagenVolkswagen (VOW3.DE)
0.96%2.91%27.79%-
ExxonMobilExxonMobil (XOM)
0.94%0.67%99.89%-
ShellShell (SHEL)
0.91%0.68%99.89%-
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.86%0.47%99.89%-
Kinder MorganKinder Morgan (KMI)
0.85%0%22.21%7/18/2023
AmcorAmcor (AMCR)
0.83%0.54%99.89%-
McDonald'sMcDonald's (MCD)
0.82%0.63%99.89%-
Universal CorpUniversal Corp (UVV)
0.79%0.65%99.89%-
WalmartWalmart (WMT)
0.79%0.85%99.89%-
Kellogg'sKellogg's (KLG)
0.76%0.11%69.25%-
PepsiCoPepsiCo (PEP)
0.72%3.8%99.89%-
InfineonInfineon (IFX.DE)
0.66%0.62%88.72%-
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.62%0%11.28%10/16/2023
Old RepublicOld Republic (ORI)
0.51%0.46%99.89%-
Philip MorrisPhilip Morris (PM)
0.47%0.56%99.89%-
BYD ElectronicBYD Electronic (00285.HK)
0.44%0.37%88.72%-
PfizerPfizer (PFE)
0.41%1.47%23.46%-
LyondellBasellLyondellBasell (LYB)
0.38%0%14.01%5/19/2025
Genuine PartsGenuine Parts (GPC)
0.37%3.59%10.02%-
Realty IncomeRealty Income (O)
0.36%0.25%99.66%-
AESAES (AES)
0.34%0.26%72.21%-
Cal WaterCal Water (CWT)
0.33%0.21%99.89%-
VF CorpVF Corp (VFC)
0.31%0.15%99.66%-
ADMADM (ADM)
0.29%0.15%99.66%-
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
0.22%1.56%13.33%-
WalgreensWalgreens (WBA)
0.22%0.08%99.66%-
NVIDIANVIDIA (NVDA)
0.2%0.99%37.93%-
WishWish (LOGC)
0.16%0%7.52%4/24/2023
NikeNike (NKE)
0.13%1.82%7.06%-
AlphabetAlphabet (GOOG)
0.11%0.34%28.36%-
OccidentalOccidental (OXY)
0.11%0%3.19%1/30/2023
SolventumSolventum (SOLV)
0.08%0.15%48.75%-
CitiCiti (C)
0.05%0%2.62%1/24/2023
Home DepotHome Depot (HD)
0.03%1.74%1.71%-
SyscoSysco (SYY)
0.03%0%3.19%1/30/2023
NovartisNovartis (NVS)
0.03%0%3.19%1/30/2023
McCormickMcCormick (MKC)
0.03%0%3.42%2/1/2023
Kraft HeinzKraft Heinz (KHC)
0.03%0%2.85%1/26/2023
TeslaTesla (TSLA)
0.02%0%1.03%1/10/2023
UnitedHealthUnitedHealth (UNH)
0.02%4.43%0.46%-
ChevronChevron (CVX)
0.02%0%1.03%1/10/2023
NewmontNewmont (NEM)
0.01%0%1.25%1/12/2023
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.01%2.45%0.57%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.01%3.07%0.46%-
EmersonEmerson (EMR)
0.01%0%1.25%1/12/2023
FastenalFastenal (FAST)
0.01%0%1.03%1/10/2023
CelaneseCelanese (CE)
0.01%0%0.46%1/5/2023
DisneyDisney (DIS)
0.01%0.91%0.57%-
HormelHormel (HRL)
0%0%0.34%1/4/2023
CaterpillarCaterpillar (CAT)
0%0%0.23%1/3/2023
ConocoPhillipsConocoPhillips (COP)
0%0%0.23%1/3/2023
MedtronicMedtronic (MDT.US)
0%0%0.23%1/3/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
0%0%0.23%1/3/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AppleApple (AAPL)
7.66%11.08%
Coca-ColaCoca-Cola (KO)
9.13%9.05%
Take-TwoTake-Two (TTWO)
6.62%6.62%
AT&TAT&T (T)
5.25%6.46%
IntelIntel (INTC)
8.56%5.06%
C3.aiC3.ai (AI)
4.53%4.94%
Baker HughesBaker Hughes (BKR)
3.9%4.42%
NetAppNetApp (NTAP)
2.31%4.16%
ColgateColgate (CL)
3.23%3.79%
Procter & GambleProcter & Gamble (PG)
3.13%3.64%
Stanley Black & DeckerStanley Black & Decker (SWK)
4.01%3.61%
VolkswagenVolkswagen (VOW3.DE)
3.71%3.54%
KellanovaKellanova (K)
2.54%2.89%
HPHP (HPQ)
2.1%2.36%
VerizonVerizon (VZ)
2.16%2.19%
CiscoCisco (CSCO)
1.89%2.12%
PfizerPfizer (PFE)
2.12%2.09%
MicrosoftMicrosoft (MSFT)
1.96%1.99%
AbbottAbbott (ABT)
1.57%1.49%
AGNCAGNC (AGNC)
1.66%1.38%
ConAgraConAgra (CAG)
1.83%1.34%
3M3M (MMM)
1.21%1.28%
BaiduBaidu (BIDU)
1.99%1.12%
IBMIBM (IBM)
0.74%1.04%
WalmartWalmart (WMT)
0.55%0.99%
ExxonMobilExxonMobil (XOM)
0.89%0.86%
ShellShell (SHEL)
0.74%0.79%
McDonald'sMcDonald's (MCD)
0.74%0.75%
Universal CorpUniversal Corp (UVV)
0.74%0.74%
AmcorAmcor (AMCR)
0.93%0.7%
Leggett & PlattLeggett & Platt (LEG)
2.51%0.7%
Medical Properties TrustMedical Properties Trust (MPW)
2.06%0.69%
InfineonInfineon (IFX.DE)
0.79%0.69%
ARMOUR Residential REITARMOUR Residential REIT (ARR)
1.1%0.68%
BYD ElectronicBYD Electronic (00285.HK)
0.37%0.62%
Old RepublicOld Republic (ORI)
0.37%0.55%
PepsiCoPepsiCo (PEP)
0.68%0.55%
NVIDIANVIDIA (NVDA)
0.47%0.48%
AlphabetAlphabet (GOOG)
0.42%0.47%
Philip MorrisPhilip Morris (PM)
0.4%0.46%
AESAES (AES)
0.54%0.38%
VF CorpVF Corp (VFC)
0.4%0.31%
Realty IncomeRealty Income (O)
0.37%0.3%
Cal WaterCal Water (CWT)
0.37%0.26%
ADMADM (ADM)
0.37%0.2%
Kellogg'sKellogg's (KLG)
0%0.16%
SolventumSolventum (SOLV)
0%0.16%
WalgreensWalgreens (WBA)
0.37%0.08%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments