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FundaStock
🇨🇷 Long/Short Other Investor.
1 copier.

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
November 5, 2022
Lowest Cash
September 3, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
48 instruments
May 6, 2023
Least Diversified
0 instruments
February 2, 2025
Average
27.4 instruments

Most Consistent Holdings

Top 5

avatarGOOG
93.94%
avatarAAPL
93.7%
avatarAXP
93.7%
avatarPWR
91.8%
avatarBAC
89.3%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 3, 2023
Lowest Exposure
November 5, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
32.14%
Electronic Technology
11.72%
Consumer Non Durables
11.41%
Finance
9.34%
Retail Trade
7.83%

Top Countries

Top 5

🇺🇸United States
66.6%
🇬🇧United Kingdom
7.31%
🇨🇳China
3.37%
🇱🇺Luxembourg
2.09%
🇮🇪Ireland
1.25%

Number of Instruments

Holdings over time

(Since November 5, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
8.75%0%33.41%8/9/2024
AppleApple (AAPL)
8.45%8.47%93.7%-
BATBAT (BATS.L)
6.45%0%68.85%2/13/2025
CVeinteSACVeinteSA
6.18%57.33%25.21%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
4.16%0%67.06%9/9/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
4.11%0%46.85%10/23/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
4.08%0%75.15%9/13/2024
SproutsSprouts (SFM)
3.5%0%82.88%2/18/2025
Communication Services Select Sector SPDR FundCommunication Services Select Sector SPDR Fund (XLC)
2.74%0%76.81%8/28/2024
AlphabetAlphabet (GOOG)
2.71%8.28%93.94%-
Quanta ServicesQuanta Services (PWR)
2.67%0%91.8%2/13/2025
Bank of AmericaBank of America (BAC)
2.36%4.27%89.3%-
SpotifySpotify (SPOT)
2.09%0%77.53%9/26/2024
American ExpressAmerican Express (AXP)
2.01%4.07%93.7%-
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
1.92%0%46.14%8/14/2024
CrocsCrocs (CROX)
1.88%3.54%59.69%-
Arbor RealtyArbor Realty (ABR)
1.87%0%76.58%2/13/2025
CiscoCisco (CSCO)
1.63%0%63.73%5/23/2024
Home DepotHome Depot (HD)
1.6%0%63.38%5/23/2024
VipshopVipshop (VIPS)
1.48%0%49.58%1/31/2024
AT&TAT&T (T)
1.4%0%63.5%5/21/2024
PepsiCoPepsiCo (PEP)
1.34%0%63.38%5/23/2024
PDD HoldingsPDD Holdings (PDD)
1.25%0%35.67%7/26/2024
Kinder MorganKinder Morgan (KMI)
1.23%7.08%21.17%-
NetEaseNetEase (NTES)
1.07%0%62.66%5/23/2024
NovartisNovartis (NVS)
1.07%0%84.42%11/22/2024
LVMHLVMH (MC.PA)
1.05%0%22%1/31/2025
CoherentCoherent (COHR)
1.03%0%17.95%2/13/2025
VerizonVerizon (VZ)
1%0%63.5%5/21/2024
MAAMAA (MAA)
0.94%6.11%21.17%-
iShares U.S. Real Estate ETFiShares U.S. Real Estate ETF (IYR)
0.92%0%28.42%7/17/2023
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.9%0%29.01%7/17/2023
Bank of ChinaBank of China (3988.HK)
0.82%0%56.24%4/18/2024
WoodwardWoodward (WWD)
0.81%0%17.95%2/13/2025
Real Estate Select Sector SPDRReal Estate Select Sector SPDR (XLRE)
0.66%0%65.99%6/18/2024
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
0.59%0%24.02%6/5/2023
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.59%0%44.23%8/22/2024
3M3M (MMM)
0.55%0%46.97%2/9/2024
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
0.53%0%25.09%6/14/2023
MetaMeta (META)
0.5%0%17%8/7/2023
Materials Select Sector SPDRMaterials Select Sector SPDR (XLB)
0.49%0%23.66%6/7/2023
Public StoragePublic Storage (PSA)
0.49%0%36.86%5/21/2024
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
0.47%0%45.07%5/23/2024
CelaneseCelanese (CE)
0.44%0%22.12%6/7/2023
ShellShell (SHEL)
0.43%0%22.59%6/14/2023
PUMAPUMA (PUM.DE)
0.41%0%14.63%5/9/2023
Block Inc.Block Inc. (XYZ)
0.4%0%18.07%5/9/2023
Henry ScheinHenry Schein (HSIC)
0.37%0%33.65%9/20/2023
pooria1pooria1
0.37%0%4.04%6/12/2023
SPDR GoldSPDR Gold (GLD)
0.33%0%10.34%4/11/2023
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
0.32%0%47.8%2/16/2024
QorvoQorvo (QRVO)
0.32%0%22.83%6/13/2023
IntuitIntuit (INTU)
0.31%0%21.28%5/31/2023
TSMCTSMC (TSM)
0.29%0%20.81%5/30/2023
Coca-ColaCoca-Cola (KO)
0.29%0%23.19%7/20/2023
DycomDycom (DY)
0.26%0%21.4%6/1/2023
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
0.26%0%17.6%2/16/2024
GEOGEO (GEO)
0.25%0%15.81%5/8/2023
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.22%0%22.35%3/28/2024
ParamountParamount (PARA)
0.19%0%10.34%5/9/2023
PayPalPayPal (PYPL)
0.17%0%18.55%7/31/2023
Direxion Daily S&P 500 Bull 3XDirexion Daily S&P 500 Bull 3X (SPXL)
0.13%0%7.49%12/6/2023
SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
0.12%0%10.46%6/7/2023
First Republic BankFirst Republic Bank (FRCB)
0.08%0%5.47%5/3/2023
Invesco QQQInvesco QQQ (QQQ)
0.07%0%14.74%8/22/2024
EndavaEndava (DAVA)
0.07%0%4.28%1/10/2023
Proshares Ultra S&P 500Proshares Ultra S&P 500 (SSO)
0.06%0%14.86%8/22/2024
Louisiana-PacificLouisiana-Pacific (LPX)
0.05%0%5.83%5/31/2023
ProShares UltraPro Short S&P 500ProShares UltraPro Short S&P 500 (SPXU)
0.05%0%0.83%2/3/2023
BeazleyBeazley (BEZ.L)
0.03%0%5.83%5/31/2023
VisaVisa (V)
0.03%0.86%3.57%-
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
0.02%0%4.64%6/16/2023
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0%0%0.24%6/1/2023
SandozSandoz (SDZNY)
0%0%0.83%10/19/2023

Exposure over time

Exposure by Sector

  • ETFs
  • Electronic Technology
  • Consumer Non Durables
  • Finance
  • Retail Trade
  • Technology Services
  • Other

Exposure by Country

  • United States
  • United Kingdom
  • China
  • Luxembourg
  • Ireland
  • Switzerland
  • Other

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
CVeinteSACVeinteSA
20.56%18.94%
AppleApple (AAPL)
8.94%9.28%
AlphabetAlphabet (GOOG)
7.77%9.2%
BATBAT (BATS.L)
7.68%7.96%
Kinder MorganKinder Morgan (KMI)
6.54%7.09%
CoherentCoherent (COHR)
7.37%6.94%
WoodwardWoodward (WWD)
6.02%5.63%
SproutsSprouts (SFM)
5.11%5.56%
MAAMAA (MAA)
6.07%5.54%
Bank of AmericaBank of America (BAC)
4.37%4.6%
American ExpressAmerican Express (AXP)
4.46%4.58%
LVMHLVMH (MC.PA)
5%4.51%
CrocsCrocs (CROX)
4.46%3.81%
Quanta ServicesQuanta Services (PWR)
2.8%3.78%
Arbor RealtyArbor Realty (ABR)
2.85%2.83%

Cash Exposure Over Time

Cash Exposure % Over Time