Hastoessel96 avatar

Hastoessel96
🇵🇪 ETF 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
March 20, 2024
Lowest Cash
March 7, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
107 instruments
March 5, 2025
Least Diversified
4 instruments
August 22, 2023
Average
41 instruments

Most Consistent Holdings

Top 5

avatarBRK.B
100%
avatarBRK.B.EXT
100%
avatarAOK
100%
avatarUVV
100%
avatarLAR
92.72%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 7, 2024
Lowest Exposure
March 20, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
23.85%
Finance
23.84%
Health Technology
7.25%
Consumer Non Durables
6.97%
Technology Services
3.19%

Top Countries

Top 5

🇺🇸United States
54.32%
🇨🇴Colombia
6.13%
🇨🇦Canada
1.03%
🇨🇳China
0.91%
🇨🇱Chile
0.72%

Number of Instruments

Holdings over time

(Since August 22, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
14.12%35.37%64.65%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
8.57%1.13%100%-
iShares Core Conservative Allocation ETFiShares Core Conservative Allocation ETF (AOK)
6.46%0.34%100%-
Berkshire HathawayBerkshire Hathaway (BRK.B.EXT)
6.17%1.21%100%-
BancolombiaBancolombia (CIB)
5.59%2.23%79.4%-
Universal CorpUniversal Corp (UVV)
4.83%0.54%100%-
BatteryTechBatteryTech
4.77%0%65.01%8/27/2024
CarlyleCarlyle (CGBD)
3.08%0.62%69.09%-
DanaherDanaher (DHR)
2.96%1.53%57.19%-
Royalty PharmaRoyalty Pharma (RPRX)
2.06%0.29%79.22%-
AppleApple (AAPL)
1.63%0.22%80.64%-
TeslaTesla (TSLA)
1.61%1.09%58.26%-
ChevronChevron (CVX)
1.49%0.82%80.64%-
CPHequitiesCPHequities
1.35%0.54%57.19%-
VerizonVerizon (VZ)
1.25%0.16%80.64%-
Global-EdgeGlobal-Edge
1.08%5.43%15.28%-
AbbVieAbbVie (ABBV)
1.05%0.15%80.64%-
MicrosoftMicrosoft (MSFT)
1.04%1.01%57.19%-
Goldman SachsGoldman Sachs (GS)
0.98%1.34%45.65%-
AlphabetAlphabet (GOOG)
0.94%0.7%57.02%-
NextEra Energy PartnersNextEra Energy Partners (XIFR)
0.88%0.43%80.64%-
AlibabaAlibaba (BABA)
0.85%0%58.08%3/11/2025
Coca-ColaCoca-Cola (KO)
0.84%0.92%45.65%-
PfizerPfizer (PFE)
0.84%0.63%57.02%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.82%2.16%27.18%-
VIXGoldVIXGold
0.81%0.35%57.19%-
AESAES (AES)
0.8%0.84%44.23%-
Banco de ChileBanco de Chile (BCH.US)
0.72%0.64%57.02%-
AT&TAT&T (T)
0.72%0.63%47.25%-
BlackRockBlackRock (BLK)
0.63%1.74%27.35%-
SPDR GoldSPDR Gold (GLD)
0.63%1.81%27.18%-
RBIRBI (QSR)
0.62%0.53%47.25%-
MetaMeta (META)
0.59%1.63%27.35%-
NikeNike (NKE)
0.49%0.52%45.47%-
3M3M (MMM)
0.49%0.4%47.25%-
AltriaAltria (MO)
0.48%0.47%47.25%-
ChipotleChipotle (CMG)
0.47%0.12%63.06%-
UPSUPS (UPS)
0.45%0.04%80.64%-
DisneyDisney (DIS)
0.43%0.87%27.35%-
StarbucksStarbucks (SBUX)
0.42%0.35%45.47%-
Canadian PacificCanadian Pacific (CP)
0.4%0.25%47.25%-
VolkswagenVolkswagen (VOW3.DE)
0.4%0.47%47.25%-
JeppeKirkBondeJeppeKirkBonde
0.38%0.28%45.65%-
VisaVisa (V)
0.38%1.09%27.35%-
BillAckman13FBillAckman13F
0.37%0.26%45.65%-
ExitoExito (EXTOY)
0.36%0.22%45.65%-
TargetTarget (TGT)
0.35%0.07%63.06%-
American TowerAmerican Tower (AMT)
0.34%0.77%28.24%-
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.33%0.9%25.93%-
CarlyleCarlyle (CG)
0.31%1.49%17.23%-
Enterprise ProductsEnterprise Products (EPD)
0.31%0.71%27.53%-
IntelIntel (INTC)
0.3%0.74%28.06%-
IlMatematicoIlMatematico
0.3%0.23%45.65%-
NVIDIANVIDIA (NVDA)
0.29%0.98%27.35%-
Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
0.28%0.44%27.35%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.27%0.8%25.93%-
ARMOUR Residential REITARMOUR Residential REIT (ARR)
0.27%0.11%56.48%-
RheinmetallRheinmetall (RHM.DE)
0.26%0%27.18%3/11/2025
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.22%0.54%25.93%-
Vulcan MaterialsVulcan Materials (VMC)
0.21%0.15%43.52%-
AmazonAmazon (AMZN)
0.21%0.44%27.35%-
AlphabetAlphabet (GOOGL)
0.21%0.42%27.35%-
UMGUMG (UMG.NV)
0.19%0.47%27.35%-
iShares 1-5 Year Investment Grade Corporate Bond ETFiShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB)
0.18%0.41%27.35%-
MicronMicron (MU)
0.18%0.36%27.35%-
AntofagastaAntofagasta (ANTO.L)
0.18%0.83%17.05%-
EcopetrolEcopetrol (EC)
0.18%0.44%28.06%-
RepsolRepsol (REP.MC)
0.18%0.4%27%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.18%0.42%27.18%-
Levi'sLevi's (LEVI)
0.18%0.11%45.65%-
Marathon PetroleumMarathon Petroleum (MPC)
0.17%0.34%27.35%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.17%0.53%25.93%-
ValeVale (VALE)
0.17%0.35%27.35%-
NetflixNetflix (NFLX)
0.16%0.35%28.24%-
InsmedInsmed (INSM)
0.14%0.12%43.52%-
AdobeAdobe (ADBE)
0.14%0.36%26.47%-
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.14%0.6%16.52%-
PayPalPayPal (PYPL)
0.13%0.23%27%-
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.12%0.26%25.93%-
BuenaventuraBuenaventura (BVN)
0.12%0.28%27.35%-
fyaneznfyanezn
0.12%2.48%4.44%-
Domino'sDomino's (DPZ)
0.11%0.51%16.52%-
Kraft HeinzKraft Heinz (KHC)
0.11%0.24%27.35%-
BlackStoneBlackStone (BX)
0.11%0.4%16.52%-
First SolarFirst Solar (FSLR)
0.1%0.18%25.93%-
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
0.08%0.35%15.81%-
HumanaHumana (HUM)
0.07%0.14%28.24%-
US Dollar Index (Non Expiry)US Dollar Index (Non Expiry) (USDOLLAR)
0.07%0.2%17.23%-
Official Trump (Experimental)Official Trump (Experimental) (TRUMP)
0.07%0.36%8.88%-
AGNCAGNC (AGNC)
0.06%0.29%17.23%-
Nordic American TankersNordic American Tankers (NAT)
0.06%0.24%17.23%-
BaiduBaidu (BIDU)
0.06%0%7.1%11/18/2024
ApolloApollo (APO)
0.06%0.2%17.23%-
DocuSignDocuSign (DOCU)
0.05%0.23%15.28%-
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.03%0%3.73%12/13/2024
Philip MorrisPhilip Morris (PM)
0.03%0.84%3.91%-
BPER BancaBPER Banca (BPE.MI)
0.03%0.62%4.62%-
Lithium Americas Argentina CLithium Americas Argentina C (LAR)
0.03%0%53.29%8/1/2024
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.03%0.47%4.8%-
CVS HealthCVS Health (CVS)
0.02%0.55%3.91%-
GEGE (GE)
0.02%0.5%3.91%-
UberUber (UBER)
0.02%0.48%3.91%-
BPBP (BP.US)
0.02%0.5%3.91%-
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.02%0.36%5.33%-
TotalEnergiesTotalEnergies (TTE.PA)
0.01%0.26%5.15%-
TJXTJX (TJX)
0.01%0.25%4.8%-
EUR/USDEUR/USD (EURUSD)
0.01%0%4.44%11/11/2024
UnitedHealthUnitedHealth (UNH)
0.01%0%1.07%12/11/2024
DiamondbackDiamondback (FANG)
0.01%0.25%3.91%-
ORIC PharmaceuticalsORIC Pharmaceuticals (ORIC)
0.01%0.24%3.91%-
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
0.01%0.62%1.42%-
Seaport Entertainment Group InSeaport Entertainment Group In (SEG)
0%0%11.9%10/9/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		16.07%16.94%
      Global-EdgeGlobal-Edge
      		8.14%7.9%
      Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
      		3.25%3.07%
      BlackRockBlackRock (BLK)
      		2.85%2.85%
      TeslaTesla (TSLA)
      		1.42%2.8%
      DanaherDanaher (DHR)
      		2.65%2.49%
      BancolombiaBancolombia (CIB)
      		2.48%2.47%
      SPDR GoldSPDR Gold (GLD)
      		2.44%2.38%
      MetaMeta (META)
      		2.03%1.98%
      CarlyleCarlyle (CG)
      		2.03%1.89%
      MicrosoftMicrosoft (MSFT)
      		1.63%1.64%
      VisaVisa (V)
      		1.42%1.52%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		1.4%1.51%
      DisneyDisney (DIS)
      		1.22%1.44%
      Goldman SachsGoldman Sachs (GS)
      		1.14%1.38%
      AESAES (AES)
      		1.72%1.32%
      Berkshire HathawayBerkshire Hathaway (BRK.B.EXT)
      		1.22%1.3%
      Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
      		1.42%1.29%
      NextEra Energy PartnersNextEra Energy Partners (XIFR)
      		1.34%1.25%
      Coca-ColaCoca-Cola (KO)
      		1.22%1.18%
      AlphabetAlphabet (GOOG)
      		1.1%1.17%
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		1.22%1.12%
      ChevronChevron (CVX)
      		1.22%1.12%
      AntofagastaAntofagasta (ANTO.L)
      		1.22%1.1%
      IntelIntel (INTC)
      		1.22%1.09%
      RheinmetallRheinmetall (RHM.DE)
      		1.02%1.08%
      Direxion Daily Semiconductors Bull 3x SharesDirexion Daily Semiconductors Bull 3x Shares (SOXL)
      		1.3%1.01%
      NVIDIANVIDIA (NVDA)
      		1.02%1%
      American TowerAmerican Tower (AMT)
      		1.22%0.99%
      Enterprise ProductsEnterprise Products (EPD)
      		0.93%0.98%
      CarlyleCarlyle (CGBD)
      		0.81%0.96%
      iShares MSCI India ETFiShares MSCI India ETF (INDA)
      		1.02%0.94%
      PfizerPfizer (PFE)
      		1.02%0.94%
      CPHequitiesCPHequities
      		0.8%0.85%
      AT&TAT&T (T)
      		0.65%0.8%
      Banco de ChileBanco de Chile (BCH.US)
      		0.81%0.79%
      Universal CorpUniversal Corp (UVV)
      		0.73%0.79%
      Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
      		0.81%0.78%
      NikeNike (NKE)
      		0.81%0.77%
      Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
      		0.81%0.75%
      RBIRBI (QSR)
      		0.81%0.75%
      Domino'sDomino's (DPZ)
      		0.81%0.73%
      BlackStoneBlackStone (BX)
      		0.81%0.72%
      AlibabaAlibaba (BABA)
      		0.61%0.71%
      AmazonAmazon (AMZN)
      		0.61%0.71%
      AlphabetAlphabet (GOOGL)
      		0.61%0.7%
      UMGUMG (UMG.NV)
      		0.61%0.62%
      AltriaAltria (MO)
      		0.57%0.61%
      iShares 1-5 Year Investment Grade Corporate Bond ETFiShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB)
      		0.61%0.59%
      RepsolRepsol (REP.MC)
      		0.61%0.58%
      Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
      		0.61%0.57%
      VolkswagenVolkswagen (VOW3.DE)
      		0.62%0.56%
      AdobeAdobe (ADBE)
      		0.61%0.54%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		0.61%0.54%
      EcopetrolEcopetrol (EC)
      		0.61%0.53%
      VIXGoldVIXGold
      		0.53%0.52%
      Marathon PetroleumMarathon Petroleum (MPC)
      		0.61%0.52%
      3M3M (MMM)
      		0.41%0.51%
      MicronMicron (MU)
      		0.61%0.5%
      NetflixNetflix (NFLX)
      		0.41%0.5%
      iShares Core Conservative Allocation ETFiShares Core Conservative Allocation ETF (AOK)
      		0.46%0.49%
      ValeVale (VALE)
      		0.61%0.49%
      US Dollar Index (Non Expiry)US Dollar Index (Non Expiry) (USDOLLAR)
      		0.41%0.49%
      StarbucksStarbucks (SBUX)
      		0.41%0.47%
      PayPalPayPal (PYPL)
      		0.41%0.43%
      JeppeKirkBondeJeppeKirkBonde
      		0.41%0.42%
      Vanguard Growth ETFVanguard Growth ETF (VUG)
      		0.41%0.42%
      BillAckman13FBillAckman13F
      		0.41%0.41%
      AGNCAGNC (AGNC)
      		0.41%0.39%
      DocuSignDocuSign (DOCU)
      		0.41%0.38%
      Canadian PacificCanadian Pacific (CP)
      		0.41%0.37%
      ApolloApollo (APO)
      		0.41%0.37%
      Nordic American TankersNordic American Tankers (NAT)
      		0.41%0.36%
      AppleApple (AAPL)
      		0.28%0.36%
      IlMatematicoIlMatematico
      		0.33%0.35%
      Kraft HeinzKraft Heinz (KHC)
      		0.41%0.35%
      BuenaventuraBuenaventura (BVN)
      		0.41%0.34%
      First SolarFirst Solar (FSLR)
      		0.41%0.34%
      Royalty PharmaRoyalty Pharma (RPRX)
      		0.37%0.33%
      ExitoExito (EXTOY)
      		0.41%0.32%
      Vulcan MaterialsVulcan Materials (VMC)
      		0.24%0.25%
      ChipotleChipotle (CMG)
      		0.2%0.21%
      HumanaHumana (HUM)
      		0.2%0.21%
      VerizonVerizon (VZ)
      		0.2%0.21%
      AbbVieAbbVie (ABBV)
      		0.16%0.19%
      Levi'sLevi's (LEVI)
      		0.2%0.18%
      InsmedInsmed (INSM)
      		0.16%0.16%
      ARMOUR Residential REITARMOUR Residential REIT (ARR)
      		0.16%0.16%
      TargetTarget (TGT)
      		0.16%0.13%
      UPSUPS (UPS)
      		0.08%0.06%
      Seaport Entertainment Group InSeaport Entertainment Group In (SEG)
      		0%0%
      Lithium Americas Argentina CLithium Americas Argentina C (LAR)
      		0%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time