DanieleTrader avatar

DanieleTrader
🇳🇴 Income ETF, Med Tech, and Financial Services Investor.
76 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
March 10, 2022
Lowest Cash
December 17, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
April 26, 2025
Least Diversified
0 instruments
November 12, 2025
Average
5.8 instruments

Most Consistent Holdings

Top 5

avatarTQQQ
68.3%
avatarHYG
44.82%
avatarTLT
43.69%
avatarJPM
41.28%
avatarHDV
35.67%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 17, 2024
Lowest Exposure
March 10, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
41.41%
Finance
41.39%
Health Technology
3.64%
Consumer Non Durables
1.55%
Energy Minerals
1.17%

Top Countries

Top 5

🇺🇸United States
48.84%
🇬🇧United Kingdom
0.33%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AGNCAGNC (AGNC)
19.22%0%25.18%7/16/2024
JPMorganJPMorgan (JPM)
15.92%38.49%41.28%-
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
13.78%0%35.67%2/13/2025
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
13.35%0%44.82%8/19/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
5.62%10.84%43.69%-
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
3.42%0.48%68.3%-
CoinbaseCoinbase (COIN)
2.35%0%26.31%2/22/2023
US BancorpUS Bancorp (USB)
2.06%10.22%21.42%-
US Natural GasUS Natural Gas (UNG)
1.88%0%23.69%12/22/2022
Bank of AmericaBank of America (BAC)
1.83%9.02%24.33%-
SPDR GoldSPDR Gold (GLD)
1.43%0%23.4%2/13/2025
MerckMerck (MRK)
1.3%6.82%21.42%-
AmgenAmgen (AMGN)
1.2%5.33%21.42%-
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
1.18%0.6%15.32%-
ChevronChevron (CVX)
1.17%4.88%21.35%-
Thermo FisherThermo Fisher (TMO)
1.14%6.08%21.21%-
MPLXMPLX (MPLX)
1.05%0%1.06%1/24/2024
PepsiCoPepsiCo (PEP)
0.99%4.59%21.42%-
Procter & GambleProcter & Gamble (PG)
0.56%0%9.72%6/30/2025
WisdomTree Core Physical GoldWisdomTree Core Physical Gold (WGLD.L)
0.33%2.6%16.38%-
Direxion Daily 20 Year Plus Treasury Bull 3x SharesDirexion Daily 20 Year Plus Treasury Bull 3x Shares (TMF)
0.26%0%8.65%1/6/2023
ProShares Short VIX Short-Term Futures ETFProShares Short VIX Short-Term Futures ETF (SVXY)
0.24%0%19.5%2/10/2025
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0.11%0%1.91%11/23/2022
US Dollar Index (Non Expiry)US Dollar Index (Non Expiry) (USDOLLAR)
0.11%0%0.99%12/17/2022
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.07%0%2.7%6/24/2022
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.04%0%4.33%6/10/2024
Direxion Daily Junior Gold Miners Index Bull 2X SharesDirexion Daily Junior Gold Miners Index Bull 2X Shares (JNUG)
0.04%0%1.84%1/26/2022
United States Oil FundUnited States Oil Fund (USO)
0.04%0%2.41%2/3/2022
Pioneer Natural Resources CompanyPioneer Natural Resources Company (PXD)
0.03%0%0.71%5/16/2022
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.01%0%6.1%2/13/2025
Build and BuildBuild and Build (BNB)
0.01%0%1.91%2/5/2022
Carbon Emissions (Expiring Future)Carbon Emissions (Expiring Future) (Carbon.FUT)
0.01%0%0.28%8/23/2022
Wheat (Expiring Future)Wheat (Expiring Future) (WHEAT.FUT)
0%0%0.21%7/11/2022
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0%0%0.28%5/19/2022
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0%0%0.07%4/5/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
JPMorganJPMorgan (JPM)
49.61%51.97%
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
45.27%42.41%
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
3.85%4.47%
ProShares Short VIX Short-Term Futures ETFProShares Short VIX Short-Term Futures ETF (SVXY)
0.99%0.91%
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.27%0.24%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments