FelipeOsorioM avatar

FelipeOsorioM
🇨🇴 Value Investor.
2 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 13, 2023
Lowest Cash
February 13, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
January 9, 2025
Least Diversified
0 instruments
December 13, 2023
Average
10.8 instruments

Most Consistent Holdings

Top 5

avatarVOO
98.33%
avatarBRK.B
96.11%
avatarTLT
69.44%
avatarMC.PA
66.67%
avatarBABA
55.74%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 13, 2024
Lowest Exposure
December 13, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
52.02%
Finance
20.09%
Consumer Non Durables
7.88%
Retail Trade
4.96%
Electronic Technology
3.43%

Top Countries

Top 5

🇺🇸United States
26.24%
🇫🇷France
7.33%
🇳🇱Netherlands
2.26%
🇨🇳China
2.24%
🇮🇪Ireland
1.69%

Holdings over time

(Since December 13, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
41.82%42.69%98.33%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
18.06%16.93%96.11%-
LVMHLVMH (MC.PA)
7.3%8.02%66.67%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
2.49%3.05%69.44%-
ASMLASML (ASML.NV)
2.26%5.87%37.22%-
AlibabaAlibaba (BABA)
2.24%0%55.74%11/7/2024
iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
2.14%0%35.93%11/18/2024
PDD HoldingsPDD Holdings (PDD)
1.69%3.81%39.81%-
iShares Global REIT ETFiShares Global REIT ETF (REET)
1.4%0%37.22%8/19/2024
MastercardMastercard (MA)
1.28%0%42.04%8/19/2024
MicrosoftMicrosoft (MSFT)
1.22%4.8%29.44%-
AppleApple (AAPL)
1.17%0%24.63%5/16/2024
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
1.1%0%17.78%5/6/2024
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
1%0%27.96%6/10/2024
AmazonAmazon (AMZN)
0.99%0%42.04%8/19/2024
TravelersTravelers (TRV)
0.75%2.27%34.44%-
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.72%0%35%8/8/2024
AlphabetAlphabet (GOOG)
0.67%3.85%21.3%-
Invesco QQQInvesco QQQ (QQQ)
0.56%0%16.48%5/6/2024
Brazil Index MSCI IsharesBrazil Index MSCI Ishares (EWZ)
0.48%2.18%27.78%-
UHSUHS (UHS)
0.43%1.57%27.78%-
NikeNike (NKE)
0.42%0%23.15%11/11/2024
MerckMerck (MRK)
0.38%1.31%30.56%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.35%0%13.52%2/14/2025
Rio TintoRio Tinto (RIO)
0.32%0.98%30.56%-
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.3%0%27.96%6/10/2024
SchlumbergerSchlumberger (SLB)
0.24%0%23.15%4/7/2025
Coca-ColaCoca-Cola (KO)
0.16%0%15.37%5/6/2024
Novo-NordiskNovo-Nordisk (NVO)
0.11%0.84%13.89%-
AlphabetAlphabet (GOOGL)
0.05%0%2.59%10/22/2024
BitcoinBitcoin (BTC)
0.05%0%5.74%9/25/2024
UltaUlta (ULTA)
0.05%0%1.3%11/18/2024
Maurel & PromMaurel & Prom (MAU.PA)
0.04%0%3.7%1/16/2025
eToro Group LTDeToro Group LTD (ETOR)
0.03%0.87%4.26%-
AtkoreAtkore (ATKR)
0.02%0%1.85%11/7/2024
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.01%0%0.37%11/13/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
40.45%43.51%
Berkshire HathawayBerkshire Hathaway (BRK.B)
16.83%18%
LVMHLVMH (MC.PA)
13.51%12.2%
ASMLASML (ASML.NV)
6.06%6.24%
PDD HoldingsPDD Holdings (PDD)
4.95%3.85%
MicrosoftMicrosoft (MSFT)
3.88%3.67%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
3.21%3.04%
Johnson & JohnsonJohnson & Johnson (JNJ)
2.83%2.52%
TravelersTravelers (TRV)
2.27%2.1%
Rio TintoRio Tinto (RIO)
1.08%1.02%
SchlumbergerSchlumberger (SLB)
1.2%1%
Maurel & PromMaurel & Prom (MAU.PA)
0.91%0.92%
MerckMerck (MRK)
0.91%0.87%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments