DariusCodrea avatar

DariusCodrea
🇷🇴 Growth Crypto and Financial Services Investor.
11 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
December 6, 2024
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
102 instruments
March 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
63.3 instruments

Most Consistent Holdings

Top 5

avatarBAC
99.88%
avatarJPM
99.88%
avatarT
99.88%
avatarAGNC
99.88%
avatarSBUX
99.88%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
December 6, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
27.17%
Cryptocurrencies
26.35%
Energy Minerals
6.68%
Consumer Non Durables
5.58%
Utilities
5.48%

Top Countries

Top 5

🇺🇸United States
61.53%
🇨🇦Canada
2.03%
🇧🇲Bermuda
1.55%
🇬🇧United Kingdom
1.42%
🇫🇷France
0.45%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
CardanoCardano (ADA)
6.95%0.02%99.76%-
JPMorganJPMorgan (JPM)
5.11%3.3%99.88%-
StarbucksStarbucks (SBUX)
4.15%2.66%99.88%-
CVS HealthCVS Health (CVS)
3.64%4.74%95.3%-
TRONTRON (TRX)
3.25%0%32.93%10/13/2023
EthereumEthereum (ETH)
3.24%1.09%99.88%-
ChevronChevron (CVX)
3.02%5%92.88%-
Bank of AmericaBank of America (BAC)
2.91%2.39%99.88%-
AT&TAT&T (T)
2.87%2.76%99.88%-
XRPXRP (XRP)
2.82%0%22.92%7/13/2023
Medical Properties TrustMedical Properties Trust (MPW)
2.69%2.35%99.88%-
DogecoinDogecoin (DOGE)
2.62%0%53.56%3/28/2024
Coca-ColaCoca-Cola (KO)
2.43%1.49%95.42%-
StellarStellar (XLM)
2.29%0%82.15%11/22/2024
SolanaSolana (SOL)
1.77%0%40.29%12/8/2023
TezosTezos (XTZ)
1.58%1.17%99.88%-
Devon EnergyDevon Energy (DVN)
1.47%0.64%94.57%-
SL GreenSL Green (SLG)
1.44%1.09%76.96%-
AGNCAGNC (AGNC)
1.39%1.03%99.88%-
IOTAIOTA (MIOTA)
1.35%1.42%99.88%-
Invesco Preferred ETFInvesco Preferred ETF (PGX)
1.29%0.58%99.88%-
Brookfield InfrastructureBrookfield Infrastructure (BIP)
1.25%1.23%76.96%-
BlackStoneBlackStone (BX)
1.22%0.9%76.96%-
Realty IncomeRealty Income (O)
1.15%1.39%67.91%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
1.13%3.16%49.1%-
VICI PropertiesVICI Properties (VICI)
1.11%1.36%76.96%-
AltriaAltria (MO)
1.09%1.4%67.91%-
CitiCiti (C)
1.09%1.76%67.91%-
WP CareyWP Carey (WPC)
1.06%1.05%76.96%-
ARMOUR Residential REITARMOUR Residential REIT (ARR)
1.01%0.93%99.88%-
Duke EnergyDuke Energy (DUK)
1.01%0.88%76.96%-
Enterprise ProductsEnterprise Products (EPD)
0.99%0.78%76.96%-
Gilead SciencesGilead Sciences (GILD)
0.97%0.92%76.96%-
RegionsRegions (RF)
0.96%0.68%76.96%-
Starwood Property TrustStarwood Property Trust (STWD)
0.9%0.61%76.96%-
3M3M (MMM)
0.9%0.94%67.91%-
Main Street CapitalMain Street Capital (MAIN)
0.89%0.88%67.91%-
British American TobaccoBritish American Tobacco (BTI)
0.85%1.51%50.3%-
Omega HealthcareOmega Healthcare (OHI)
0.84%0.48%99.88%-
EnbridgeEnbridge (ENB)
0.83%1.18%76.96%-
OccidentalOccidental (OXY)
0.79%1.18%92.88%-
Energy TransferEnergy Transfer (ET)
0.74%0.45%95.3%-
NextEraNextEra (NEE)
0.72%1.41%59.59%-
WalgreensWalgreens (WBA)
0.69%1.26%59.59%-
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.65%0.71%59.59%-
VerizonVerizon (VZ)
0.64%0.39%92.88%-
Reata Pharmaceuticals IncReata Pharmaceuticals Inc (RETA)
0.64%0%7%3/1/2023
SyscoSysco (SYY)
0.62%0.65%59.59%-
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
0.61%0.61%59.59%-
Stanley Black & DeckerStanley Black & Decker (SWK)
0.6%1.05%59.59%-
AmcorAmcor (AMCR)
0.55%0.32%85.52%-
Agree RealtyAgree Realty (ADC)
0.53%0.92%48.73%-
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.52%1.33%30.28%-
Blue OwlBlue Owl (OBDC)
0.48%0.62%50.3%-
SuncorSuncor (SU)
0.47%1.18%59.59%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0.46%0.81%41.13%-
NexityNexity (NXI.PA)
0.45%0.15%99.88%-
NovavaxNovavax (NVAX)
0.44%0%58.75%5/10/2024
OcugenOcugen (OCGN)
0.43%0.17%99.88%-
Arbor RealtyArbor Realty (ABR)
0.42%0.33%76.96%-
ExxonMobilExxonMobil (XOM)
0.41%2.16%17.25%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.37%2.12%16.41%-
Franklin ResourcesFranklin Resources (BEN)
0.37%0.24%67.91%-
KenvueKenvue (KVUE)
0.35%0.86%35.34%-
BlackRock TCPBlackRock TCP (TCPC)
0.34%0.71%51.99%-
Hewlett Packard EnterpriseHewlett Packard Enterprise (HPE)
0.33%0.74%54.89%-
FortisFortis (FTS)
0.33%0.83%35.34%-
Kimberly-ClarkKimberly-Clark (KMB)
0.32%1.92%16.41%-
Trinity CapitalTrinity Capital (TRIN)
0.32%0.58%51.99%-
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.31%0%3.98%2/4/2023
Nordic American TankersNordic American Tankers (NAT)
0.3%1.18%66.34%-
VerenVeren (VRN)
0.29%1.56%57.06%-
American States WaterAmerican States Water (AWR)
0.29%0.7%33.29%-
Middlesex WaterMiddlesex Water (MSEX)
0.28%0.72%33.29%-
NNNNNN (NNN)
0.27%0.34%53.68%-
FS KKRFS KKR (FSK)
0.27%0.32%54.89%-
ZIMZIM (ZIM)
0.25%0%32.21%1/29/2024
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
0.24%0.71%26.9%-
SJW GroupSJW Group (SJW)
0.23%0.6%31.6%-
Black HillsBlack Hills (BKH)
0.23%0.7%28.11%-
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.22%0.63%26.9%-
United BanksharesUnited Bankshares (UBSI)
0.22%0.61%26.9%-
VF CorpVF Corp (VFC)
0.21%0.19%55.37%-
NW NaturalNW Natural (NWN)
0.21%0.52%35.34%-
ADMADM (ADM)
0.21%1.03%33.29%-
International PaperInternational Paper (IP.US)
0.21%0.65%24.73%-
National FuelNational Fuel (NFG)
0.21%0.88%24.73%-
StepanStepan (SCL)
0.21%0.67%31.6%-
H.B. FullerH.B. Fuller (FUL)
0.2%0.46%28.11%-
TruistTruist (TFC)
0.2%0.31%41.13%-
Ellington FinancialEllington Financial (EFC)
0.19%0.27%53.32%-
Kraft HeinzKraft Heinz (KHC)
0.19%0.27%45.36%-
Terra ClassicTerra Classic (LUNC)
0.18%0.04%99.88%-
Ares CapitalAres Capital (ARCC)
0.16%0.28%42.46%-
Gorman-RuppGorman-Rupp (GRC.US)
0.16%1.04%30.28%-
PiedmontPiedmont (PDM)
0.14%0.12%64.05%-
ColgateColgate (CL)
0.14%0.8%16.41%-
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.13%0.76%15.32%-
ValeVale (VALE)
0.12%0.13%53.32%-
UGIUGI (UGI)
0.12%0.28%42.22%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.11%0.63%15.32%-
Ready CapitalReady Capital (RC)
0.11%0.3%51.27%-
Clearway EnergyClearway Energy (CWEN)
0.1%1.29%15.32%-
ARIARI (ARI)
0.1%0.13%53.08%-
PembinaPembina (PBA)
0.08%0.51%15.32%-
AFC GammaAFC Gamma (AFCG)
0.08%0.75%15.32%-
SQMSQM (SQM)
0.07%0%11.22%4/29/2024
TelefonicaTelefonica (TEF)
0.05%0.12%36.55%-
Leggett & PlattLeggett & Platt (LEG)
0.04%0.11%20.27%-
CenovusCenovus (CVE)
0.03%0.97%10.13%-
WalmartWalmart (WMT)
0.02%0.63%3.5%-
Cineworld Group PLCCineworld Group PLC (CINE.L)
0.02%0%5.31%2/15/2023
Gladstone InvestmentGladstone Investment (GAIN)
0.02%0.11%17.97%-
Physicians Realty TrustPhysicians Realty Trust (DOC.Acquired)
0.02%0%1.21%3/4/2024
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%10.86%1/31/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
ChevronChevron (CVX)
4.65%4.5%
JPMorganJPMorgan (JPM)
2.01%3.92%
CVS HealthCVS Health (CVS)
4.9%3.63%
StarbucksStarbucks (SBUX)
2.96%3.43%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
2.99%3.08%
AT&TAT&T (T)
2.15%2.66%
EthereumEthereum (ETH)
0.75%2.62%
ExxonMobilExxonMobil (XOM)
2.62%2.5%
Bank of AmericaBank of America (BAC)
1.56%2.27%
Johnson & JohnsonJohnson & Johnson (JNJ)
2.29%2.24%
Kimberly-ClarkKimberly-Clark (KMB)
2.06%2.03%
Medical Properties TrustMedical Properties Trust (MPW)
3.6%1.95%
SL GreenSL Green (SLG)
0.75%1.63%
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
1.49%1.63%
Brookfield InfrastructureBrookfield Infrastructure (BIP)
1.49%1.61%
British American TobaccoBritish American Tobacco (BTI)
1.19%1.49%
Realty IncomeRealty Income (O)
1.38%1.47%
Coca-ColaCoca-Cola (KO)
1.34%1.46%
AltriaAltria (MO)
1.12%1.45%
VICI PropertiesVICI Properties (VICI)
1.42%1.4%
BlackStoneBlackStone (BX)
0.78%1.38%
CitiCiti (C)
0.75%1.32%
AGNCAGNC (AGNC)
1.57%1.31%
EnbridgeEnbridge (ENB)
1.05%1.26%
WalgreensWalgreens (WBA)
1.84%1.24%
TezosTezos (XTZ)
2.64%1.18%
VerenVeren (VRN)
1.09%1.14%
Main Street CapitalMain Street Capital (MAIN)
0.75%1.11%
3M3M (MMM)
0.75%1.07%
WP CareyWP Carey (WPC)
1.19%1.06%
BlackRock TCPBlackRock TCP (TCPC)
1.12%1.05%
IOTAIOTA (MIOTA)
3.96%0.98%
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0.9%0.98%
Agree RealtyAgree Realty (ADC)
0.75%0.95%
RegionsRegions (RF)
0.75%0.95%
NextEraNextEra (NEE)
0.75%0.93%
Gilead SciencesGilead Sciences (GILD)
0.75%0.93%
Enterprise ProductsEnterprise Products (EPD)
0.75%0.91%
KenvueKenvue (KVUE)
0.75%0.9%
Duke EnergyDuke Energy (DUK)
0.75%0.9%
ColgateColgate (CL)
0.88%0.88%
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.87%0.87%
International PaperInternational Paper (IP.US)
0.75%0.86%
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
0.84%0.84%
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.75%0.84%
FortisFortis (FTS)
0.75%0.83%
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.75%0.82%
SyscoSysco (SYY)
0.75%0.8%
United BanksharesUnited Bankshares (UBSI)
0.75%0.79%
Devon EnergyDevon Energy (DVN)
1.27%0.79%
Blue OwlBlue Owl (OBDC)
0.75%0.78%
National FuelNational Fuel (NFG)
0.76%0.78%
American States WaterAmerican States Water (AWR)
0.75%0.78%
Black HillsBlack Hills (BKH)
0.75%0.77%
ARMOUR Residential REITARMOUR Residential REIT (ARR)
1.03%0.75%
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.74%0.75%
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
0.75%0.74%
Starwood Property TrustStarwood Property Trust (STWD)
0.75%0.71%
Invesco Preferred ETFInvesco Preferred ETF (PGX)
0.75%0.7%
Middlesex WaterMiddlesex Water (MSEX)
0.75%0.69%
H.B. FullerH.B. Fuller (FUL)
0.8%0.67%
Trinity CapitalTrinity Capital (TRIN)
0.62%0.67%
Stanley Black & DeckerStanley Black & Decker (SWK)
0.75%0.67%
SJW GroupSJW Group (SJW)
0.75%0.63%
Nordic American TankersNordic American Tankers (NAT)
0.8%0.6%
Clearway EnergyClearway Energy (CWEN)
0.62%0.6%
Energy TransferEnergy Transfer (ET)
0.37%0.59%
PembinaPembina (PBA)
0.58%0.57%
SuncorSuncor (SU)
0.47%0.57%
NW NaturalNW Natural (NWN)
0.48%0.55%
StepanStepan (SCL)
0.74%0.55%
Omega HealthcareOmega Healthcare (OHI)
0.37%0.54%
Hewlett Packard EnterpriseHewlett Packard Enterprise (HPE)
0.37%0.54%
ADMADM (ADM)
0.61%0.5%
Arbor RealtyArbor Realty (ABR)
0.48%0.47%
Gorman-RuppGorman-Rupp (GRC.US)
0.43%0.46%
VF CorpVF Corp (VFC)
0.3%0.46%
TruistTruist (TFC)
0.38%0.43%
FS KKRFS KKR (FSK)
0.37%0.41%
VerizonVerizon (VZ)
0.38%0.41%
OccidentalOccidental (OXY)
0.45%0.39%
NNNNNN (NNN)
0.37%0.38%
AmcorAmcor (AMCR)
0.37%0.37%
Ares CapitalAres Capital (ARCC)
0.31%0.34%
Kraft HeinzKraft Heinz (KHC)
0.37%0.32%
Franklin ResourcesFranklin Resources (BEN)
0.37%0.32%
Ellington FinancialEllington Financial (EFC)
0.32%0.31%
NexityNexity (NXI.PA)
0.38%0.29%
AFC GammaAFC Gamma (AFCG)
0.3%0.28%
UGIUGI (UGI)
0.24%0.27%
OcugenOcugen (OCGN)
1.75%0.23%
PiedmontPiedmont (PDM)
0.11%0.19%
Leggett & PlattLeggett & Platt (LEG)
0.21%0.18%
ARIARI (ARI)
0.19%0.15%
ValeVale (VALE)
0.22%0.15%
Ready CapitalReady Capital (RC)
0.16%0.13%
Gladstone InvestmentGladstone Investment (GAIN)
0.11%0.12%
TelefonicaTelefonica (TEF)
0.12%0.12%
Terra ClassicTerra Classic (LUNC)
0.33%0.1%
CardanoCardano (ADA)
0.02%0.02%

Cash Exposure Over Time

Cash Exposure % Over Time