EdwinZurita avatar

EdwinZurita
🇨🇴 Value Software Investor.
50 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 6, 2025
Lowest Cash
November 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
19 instruments
May 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
8.7 instruments

Most Consistent Holdings

Top 5

avatarMETA
99.84%
avatarVOO
99.76%
avatarDG.US
60.53%
avatarGOOG
58.45%
avatarPAYC
54.63%

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
March 6, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
70.57%
ETFs
7.53%
Retail Trade
7.27%
Commercial Services
3.78%
Finance
2.29%

Top Countries

Top 5

🇺🇸United States
81.98%
🇨🇳China
2.64%
🇫🇷France
1.86%
🇳🇱Netherlands
1.33%

Holdings over time

(Since May 3, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MetaMeta (META)
58.39%21.53%99.84%-
AlphabetAlphabet (GOOG)
7.39%24.64%58.45%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6.58%5.42%99.76%-
Dollar GeneralDollar General (DG.US)
3.79%3.4%60.53%-
PayPalPayPal (PYPL)
3.07%0%30.94%9/5/2024
PaycomPaycom (PAYC)
2.78%2.72%54.63%-
AlibabaAlibaba (BABA)
2.64%4.17%52.23%-
VisaVisa (V)
2.18%4.29%48.56%-
MicrosoftMicrosoft (MSFT)
1.63%5.29%36.36%-
ASMLASML (ASML)
1.33%6.06%30.7%-
LVMHLVMH (MC.PA)
1.09%4.38%27.43%-
O'Reilly AutoO'Reilly Auto (ORLY)
0.85%1.14%46.17%-
TeleperformanceTeleperformance (TEP.PA)
0.72%0.42%48.56%-
3M3M (MMM)
0.69%0%23.84%1/30/2025
Domino'sDomino's (DPZ)
0.57%1.57%28.07%-
iShares S&P Mid-Cap 400 Value ETFiShares S&P Mid-Cap 400 Value ETF (IJJ)
0.48%1.36%28.07%-
iShares S&P Small-Cap 600 Value ETFiShares S&P Small-Cap 600 Value ETF (IJS)
0.47%1.35%28.15%-
AlphabetAlphabet (GOOGL)
0.38%3.19%15.95%-
UnitedHealthUnitedHealth (UNH)
0.15%1.04%14.04%-
MastercardMastercard (MA)
0.11%0.73%16.99%-
HermesHermes (RMS.PA)
0.06%0.3%15.79%-

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 & Instruments Over Time

Cash Exposure %

Number of Instruments