EdwinZurita avatar

EdwinZurita
🇨🇴 Software Investor.
60 copiers.

Cash Allocation

Range

Highest Cash
July 19, 2022
Lowest Cash
November 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
16 instruments
November 28, 2024
Least Diversified
0 instruments
February 2, 2025
Average
6 instruments

Most Consistent Holdings

Top 5

avatarMETA
99.9%
avatarVOO
99.79%
avatarDG.US
49.33%
avatarGOOG
46.67%
avatarPAYC
41.74%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 2, 2023
Lowest Exposure
July 19, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
74.69%
ETFs
7.3%
Retail Trade
6.8%
Commercial Services
6.09%
Producer Manufacturing
0.89%

Top Countries

Top 5

🇺🇸United States
85.64%
🇨🇳China
2.31%
🇫🇷France
0.98%
🇳🇱Netherlands
0.32%

Number of Instruments

Holdings over time

(Since May 3, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MetaMeta (META)
67.4%0%99.9%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6.92%0%99.79%2/1/2025
AlphabetAlphabet (GOOG)
4.38%0%46.67%2/1/2025
PayPalPayPal (PYPL)
3.94%0%39.79%9/5/2024
Dollar GeneralDollar General (DG.US)
3.77%0%49.33%2/1/2025
PaycomPaycom (PAYC)
2.34%0%41.74%2/1/2025
AlibabaAlibaba (BABA)
2.31%0%38.67%2/1/2025
VisaVisa (V)
1.44%0%33.95%2/1/2025
3M3M (MMM)
0.89%0%30.67%1/30/2025
O'Reilly AutoO'Reilly Auto (ORLY)
0.73%0%30.87%2/1/2025
TeleperformanceTeleperformance (TEP.PA)
0.71%0%33.95%2/1/2025
MicrosoftMicrosoft (MSFT)
0.57%0%18.26%2/1/2025
ASMLASML (ASML)
0.32%0%10.97%2/1/2025
LVMHLVMH (MC.PA)
0.27%0%6.77%2/1/2025
iShares S&P Mid-Cap 400 Value ETFiShares S&P Mid-Cap 400 Value ETF (IJJ)
0.19%0%7.69%2/1/2025
iShares S&P Small-Cap 600 Value ETFiShares S&P Small-Cap 600 Value ETF (IJS)
0.18%0%7.69%2/1/2025
Domino'sDomino's (DPZ)
0.18%0%7.69%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      MetaMeta (META)
      		16.27%35.76%
      AlphabetAlphabet (GOOG)
      		16.2%14.36%
      PaycomPaycom (PAYC)
      		8.55%6.18%
      VisaVisa (V)
      		7.72%6.04%
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		6.98%5.48%
      Dollar GeneralDollar General (DG.US)
      		7.7%4.67%
      MicrosoftMicrosoft (MSFT)
      		5.56%4.11%
      LVMHLVMH (MC.PA)
      		5.15%4.01%
      AlibabaAlibaba (BABA)
      		4.28%3.83%
      ASMLASML (ASML)
      		4.71%3.5%
      iShares S&P Mid-Cap 400 Value ETFiShares S&P Mid-Cap 400 Value ETF (IJJ)
      		3.42%2.39%
      iShares S&P Small-Cap 600 Value ETFiShares S&P Small-Cap 600 Value ETF (IJS)
      		3.42%2.39%
      Domino'sDomino's (DPZ)
      		3.42%2.3%
      3M3M (MMM)
      		2.14%2.14%
      O'Reilly AutoO'Reilly Auto (ORLY)
      		2.18%1.67%
      TeleperformanceTeleperformance (TEP.PA)
      		2.14%1.19%

      Cash Exposure Over Time

      Cash Exposure % Over Time