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Dividends_Income
🇫🇷 Value 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
27.1 instruments

Most Consistent Holdings

Top 5

avatarPFE
99.91%
avatarUPS
99.91%
avatarD
99.91%
avatarT
98.63%
avatarVZ
98.63%

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
19.39%
Health Technology
12.61%
Communications
12.12%
Retail Trade
7.73%
Utilities
7.25%

Top Countries

Top 5

🇺🇸United States
68.13%
🇮🇪Ireland
6.14%
🇩🇪Germany
4.46%
🇨🇦Canada
2.01%
🇨🇳China
1.6%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
US BancorpUS Bancorp (USB)
6.31%0%80.12%8/28/2024
MedtronicMedtronic (MDT.US)
6.14%0%86.01%11/6/2024
VerizonVerizon (VZ)
5.7%0%98.63%4/4/2025
AT&TAT&T (T)
4.41%0%98.63%4/4/2025
ZalandoZalando (ZAL.DE)
4%0%39.93%4/4/2025
Dominion EnergyDominion Energy (D)
3.93%1.28%99.91%-
Realty IncomeRealty Income (O)
3.8%0%98.63%4/4/2025
StarbucksStarbucks (SBUX)
3.52%0%86.01%11/6/2024
PfizerPfizer (PFE)
3.42%3.07%99.91%-
PayPalPayPal (PYPL)
2.95%0.7%71.76%-
VF CorpVF Corp (VFC)
2.39%1.55%43.69%-
ONEOKONEOK (OKE)
2.14%0%58.7%12/19/2023
OmnicomOmnicom (OMC)
2.1%0%62.54%2/2/2024
TELUSTELUS (TU)
2.01%4.62%71.84%-
Lowe'sLowe's (LOW)
1.95%0%58.7%12/19/2023
JPMorganJPMorgan (JPM)
1.9%0%56.83%11/27/2023
MAAMAA (MAA)
1.84%0%96.84%3/14/2025
Texas InstrumentsTexas Instruments (TXN)
1.8%0%71.25%5/15/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
1.79%0%85.32%10/29/2024
UPSUPS (UPS)
1.78%1.1%99.91%-
Stanley Black & DeckerStanley Black & Decker (SWK)
1.7%1.85%68.43%-
American ExpressAmerican Express (AXP)
1.65%0%59.39%12/27/2023
AflacAflac (AFL)
1.4%0%54.61%11/1/2023
AlibabaAlibaba (9988.HK)
1.37%0%80.72%4/7/2025
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
1.26%0%20.31%6/7/2024
Main Street CapitalMain Street Capital (MAIN)
1.2%0%60.49%1/9/2024
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.98%0%23.98%4/3/2025
BefesaBefesa (BFSA.DE)
0.92%0%17.49%4/4/2025
MondelezMondelez (MDLZ)
0.8%0%57%11/29/2023
Essex Property TrustEssex Property Trust (ESS)
0.71%0%40.36%5/15/2024
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.65%0%42.58%6/14/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.62%0%17.15%4/3/2025
ChubbChubb (CB)
0.59%0%57%11/29/2023
BroadridgeBroadridge (BR)
0.56%0%19.62%8/9/2023
ADPADP (ADP)
0.54%0%26.79%11/28/2022
Coca-ColaCoca-Cola (KO)
0.54%0%63.14%2/9/2024
Southern CoSouthern Co (SO)
0.53%0%47.01%7/31/2023
AMGAMG (AMG.NV)
0.52%2.11%18.6%-
OracleOracle (ORCL)
0.44%0%50.34%9/11/2023
Estee LauderEstee Lauder (EL)
0.44%2.8%13.48%-
Enterprise ProductsEnterprise Products (EPD)
0.44%0%28.07%12/15/2022
Digital RealtyDigital Realty (DLR)
0.42%0%26.11%11/29/2023
HormelHormel (HRL)
0.41%0%7.42%2/29/2024
TravelersTravelers (TRV)
0.38%0%25.51%11/10/2022
Kraft HeinzKraft Heinz (KHC)
0.36%3.25%13.14%-
Virgin GalacticVirgin Galactic (SPCE)
0.32%0%12.71%4/4/2025
Lockheed MartinLockheed Martin (LMT)
0.32%0%12.2%8/15/2022
Western UnionWestern Union (WU)
0.3%3.17%14.59%-
TeleperformanceTeleperformance (TEP.PA)
0.28%0%11.26%4/4/2025
PepsiCoPepsiCo (PEP)
0.28%0%25.51%11/10/2022
Dollar TreeDollar Tree (DLTR)
0.25%0%17.83%4/3/2025
PorschePorsche (P911.DE)
0.23%3.61%13.91%-
BaiduBaidu (BIDU)
0.23%0%10.92%4/3/2025
AlphabetAlphabet (GOOG)
0.22%0%14.59%6/7/2023
KeringKering (KER.PA)
0.19%2.31%11.35%-
BaxterBaxter (BAX)
0.16%0%8.79%4/3/2025
ViatrisViatris (VTRS)
0.12%2.8%4.35%-
FRA40 Index (Non Expiry)FRA40 Index (Non Expiry) (FRA40)
0.12%0%4.61%3/8/2024
VolkswagenVolkswagen (VOW3.DE)
0.12%0%12.63%4/4/2025
WalgreensWalgreens (WBA)
0.12%0%11.52%4/3/2025
PorschePorsche (PAH3.DE)
0.06%3.31%1.96%-
T. Rowe PriceT. Rowe Price (TROW)
0.05%0%5.12%2/9/2024
HelloFreshHelloFresh (HFG.DE)
0.05%2.2%2.56%-
UnityUnity (U)
0.05%2.05%2.56%-
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.04%0%0.68%11/14/2023
NikeNike (NKE)
0.04%0%1.11%4/3/2025
EnphaseEnphase (ENPH)
0.03%0%1.02%10/25/2023
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
0.03%0%0.85%10/13/2022
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.03%0%1.02%12/11/2023
AlexandriaAlexandria (ARE)
0.01%2.96%0.43%-
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.01%0%0.77%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 Exposure Over Time

Cash Exposure % Over Time