Dividends_Income avatar

Dividends_Income
🇫🇷 Value Med Tech and Consumable Goods Investor.
241 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 1, 2022
Lowest Cash
October 5, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
34 instruments
February 10, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26.8 instruments

Most Consistent Holdings

Top 5

avatarPFE
99.85%
avatarUPS
99.85%
avatarD
99.85%
avatarT
88.18%
avatarVZ
88.18%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 5, 2022
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
19.37%
Health Technology
12.11%
Communications
11.3%
Retail Trade
7.15%
Consumer Non Durables
6.69%

Top Countries

Top 5

🇺🇸United States
65.67%
🇮🇪Ireland
5.51%
🇩🇪Germany
5.02%
🇨🇦Canada
2.26%
🇨🇳China
1.43%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
US BancorpUS Bancorp (USB)
5.64%0%71.62%8/28/2024
MedtronicMedtronic (MDT.US)
5.49%0%76.89%11/6/2024
VerizonVerizon (VZ)
5.1%0%88.18%4/4/2025
AT&TAT&T (T)
3.94%0%88.18%4/4/2025
Dominion EnergyDominion Energy (D)
3.64%1.24%99.85%-
ZalandoZalando (ZAL.DE)
3.58%0%35.7%4/4/2025
Realty IncomeRealty Income (O)
3.4%0%88.18%4/4/2025
PfizerPfizer (PFE)
3.38%2.97%99.85%-
StarbucksStarbucks (SBUX)
3.15%0%76.89%11/6/2024
PayPalPayPal (PYPL)
2.92%0%73.99%8/27/2025
VF CorpVF Corp (VFC)
2.44%3.21%49.58%-
TELUSTELUS (TU)
2.26%2.65%74.75%-
ONEOKONEOK (OKE)
1.92%0%52.48%12/19/2023
OmnicomOmnicom (OMC)
1.88%0%55.91%2/2/2024
Stanley Black & DeckerStanley Black & Decker (SWK)
1.81%0%71.01%8/27/2025
Lowe'sLowe's (LOW)
1.74%0%52.48%12/19/2023
JPMorganJPMorgan (JPM)
1.7%0%50.8%11/27/2023
UPSUPS (UPS)
1.69%0.84%99.85%-
MAAMAA (MAA)
1.64%0%86.58%3/14/2025
Texas InstrumentsTexas Instruments (TXN)
1.61%0%63.69%5/15/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
1.6%0%76.28%10/29/2024
American ExpressAmerican Express (AXP)
1.48%0%53.09%12/27/2023
AflacAflac (AFL)
1.25%0%48.82%11/1/2023
AlibabaAlibaba (9988.HK)
1.23%0%72.16%4/7/2025
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
1.13%0%18.15%6/7/2024
Main Street CapitalMain Street Capital (MAIN)
1.07%0%54.08%1/9/2024
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.87%0%21.43%4/3/2025
BefesaBefesa (BFSA.DE)
0.82%0%15.64%4/4/2025
Estee LauderEstee Lauder (EL)
0.77%3.05%22.58%-
AMGAMG (AMG.NV)
0.72%2.32%27.15%-
MondelezMondelez (MDLZ)
0.72%0%50.95%11/29/2023
Essex Property TrustEssex Property Trust (ESS)
0.64%0%36.08%5/15/2024
Western UnionWestern Union (WU)
0.63%4.13%23.65%-
PorschePorsche (P911.DE)
0.62%4.49%22.96%-
Kraft HeinzKraft Heinz (KHC)
0.62%2.6%22.27%-
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.58%0%38.06%6/14/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.55%0%15.33%4/3/2025
ChubbChubb (CB)
0.53%0%50.95%11/29/2023
BroadridgeBroadridge (BR)
0.5%0%17.54%8/9/2023
ADPADP (ADP)
0.48%0%23.95%11/28/2022
Coca-ColaCoca-Cola (KO)
0.48%0%56.45%2/9/2024
Southern CoSouthern Co (SO)
0.47%0%42.03%7/31/2023
ViatrisViatris (VTRS)
0.44%3.35%14.42%-
KeringKering (KER.PA)
0.43%2.92%20.67%-
TeleperformanceTeleperformance (TEP.PA)
0.4%2.88%16.02%-
OracleOracle (ORCL)
0.4%0%45%9/11/2023
PorschePorsche (PAH3.DE)
0.4%3.07%12.28%-
Enterprise ProductsEnterprise Products (EPD)
0.39%0%25.1%12/15/2022
Digital RealtyDigital Realty (DLR)
0.38%0%23.34%11/29/2023
HormelHormel (HRL)
0.37%0%6.64%2/29/2024
TravelersTravelers (TRV)
0.34%0%22.81%11/10/2022
IntelIntel (INTC)
0.31%3.32%10.07%-
NikeNike (NKE)
0.3%3.33%9.15%-
Virgin GalacticVirgin Galactic (SPCE)
0.29%0%11.37%4/4/2025
Lockheed MartinLockheed Martin (LMT)
0.28%0%10.91%8/15/2022
HelloFreshHelloFresh (HFG.DE)
0.28%1.92%12.81%-
AlexandriaAlexandria (ARE)
0.27%0%10.22%8/27/2025
WhirlpoolWhirlpool (WHR)
0.26%2.14%9.69%-
PepsiCoPepsiCo (PEP)
0.25%0%22.81%11/10/2022
HealthpeakHealthpeak (DOC)
0.24%2.96%8.01%-
BaxterBaxter (BAX)
0.23%2.94%10.53%-
Dollar TreeDollar Tree (DLTR)
0.22%0%15.94%4/3/2025
BaiduBaidu (BIDU)
0.2%0%9.76%4/3/2025
AlphabetAlphabet (GOOG)
0.2%0%13.04%6/7/2023
Brown-FormanBrown-Forman (BF-B)
0.2%2.67%7.02%-
UnityUnity (U)
0.19%0%9%7/16/2025
VolkswagenVolkswagen (VOW3.DE)
0.14%0%15.03%8/28/2025
FRA40 Index (Non Expiry)FRA40 Index (Non Expiry) (FRA40)
0.11%0%4.12%3/8/2024
AmericoldAmericold (COLD)
0.11%1.34%6.64%-
WalgreensWalgreens (WBA)
0.11%0%10.3%4/3/2025
Novo-NordiskNovo-Nordisk (NVO)
0.08%2.8%2.36%-
Brown-FormanBrown-Forman (BF.A)
0.07%0%2.67%7/10/2025
T. Rowe PriceT. Rowe Price (TROW)
0.05%0%4.58%2/9/2024
Pernod RicardPernod Ricard (RI.PA)
0.04%0%3.74%8/28/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.04%0%0.61%11/14/2023
EnphaseEnphase (ENPH)
0.03%0%0.92%10/25/2023
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
0.03%0%0.76%10/13/2022
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.02%0%0.92%12/11/2023
PerrigoPerrigo (PRGO)
0.02%0%1.53%8/27/2025
C3.aiC3.ai (AI)
0.01%0%1.22%8/27/2025
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.01%0%0.69%6/9/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
ZalandoZalando (ZAL.DE)
7.06%10.18%
PfizerPfizer (PFE)
10.19%8%
VF CorpVF Corp (VFC)
5.65%7.88%
BefesaBefesa (BFSA.DE)
7.07%6.6%
TELUSTELUS (TU)
7.44%5.84%
PayPalPayPal (PYPL)
4.74%5.69%
VerizonVerizon (VZ)
6.46%5.28%
Realty IncomeRealty Income (O)
5.19%5.02%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
3.03%4.22%
Estee LauderEstee Lauder (EL)
3.31%3.59%
AT&TAT&T (T)
2.26%3.39%
AMGAMG (AMG.NV)
3.02%2.82%
TeleperformanceTeleperformance (TEP.PA)
3.04%2.8%
Kraft HeinzKraft Heinz (KHC)
2.85%2.7%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
1.87%2.41%
Virgin GalacticVirgin Galactic (SPCE)
2.8%2.35%
BaiduBaidu (BIDU)
2.27%2.24%
UPSUPS (UPS)
2.98%2.19%
MAAMAA (MAA)
2.33%2.13%
Stanley Black & DeckerStanley Black & Decker (SWK)
2.27%2.13%
BaxterBaxter (BAX)
1.99%1.86%
Dominion EnergyDominion Energy (D)
2.44%1.81%
Western UnionWestern Union (WU)
1.81%1.69%
Dollar TreeDollar Tree (DLTR)
1.46%1.6%
AlibabaAlibaba (9988.HK)
1.67%1.49%
KeringKering (KER.PA)
1.41%1.35%
WalgreensWalgreens (WBA)
0.99%1.04%
VolkswagenVolkswagen (VOW3.DE)
1.02%1.02%
PorschePorsche (P911.DE)
1.12%1%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments