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InversionistaOn
🇲🇽 Income ETF Investor.
3 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 27, 2023
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
76 instruments
January 10, 2025
Least Diversified
0 instruments
January 2, 2023
Average
6.1 instruments

Most Consistent Holdings

Top 5

avatarSCHD
29.55%
avatarJEPQ
27.02%
avatarSCHG
23.16%
avatarETH
18.34%
avatarBTC
17.13%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
December 27, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
23.46%
Cryptocurrencies
2.34%
Electronic Technology
2.13%
Technology Services
1.21%
Health Technology
1.13%

Top Countries

Top 5

🇺🇸United States
7.61%
🇨🇳China
0.23%
🇫🇷France
0.21%
🇬🇧United Kingdom
0.17%
🇩🇰Denmark
0.15%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
7.11%4.19%23.16%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
5.97%33.75%29.55%-
Jpm Nasdaq Equity PremiumJpm Nasdaq Equity Premium (JEPQ)
4.69%31.99%27.02%-
Ishares Global 100 EtfIshares Global 100 Etf (IOO)
1.31%0%7.36%1/15/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
1.27%0%10.37%12/23/2024
EthereumEthereum (ETH)
1.13%7.4%18.34%-
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.91%3.1%11.94%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.82%0%6.88%7/25/2024
BitcoinBitcoin (BTC)
0.71%0%17.13%2/3/2025
Invesco QQQInvesco QQQ (QQQ)
0.64%0%6.76%10/30/2024
EOG ResourcesEOG Resources (EOG)
0.48%0%4.22%12/26/2023
SolanaSolana (SOL)
0.46%0%7.84%1/29/2025
UnitedHealthUnitedHealth (UNH)
0.42%0%7%1/6/2025
IncyteIncyte (INCY)
0.42%0%2.65%8/20/2024
BroadcomBroadcom (AVGO)
0.35%0%4.22%12/26/2023
Texas InstrumentsTexas Instruments (TXN)
0.35%0%4.22%12/26/2023
Tractor SupplyTractor Supply (TSCO)
0.32%0%3.5%12/26/2023
Jpmorgan Equity Premium IncoJpmorgan Equity Premium Inco (JEPI)
0.32%0%3.38%2/6/2025
Lowe'sLowe's (LOW)
0.31%0%3.86%12/26/2023
Victoria's SecretVictoria's Secret (VSCO)
0.3%3.78%8.93%-
Monolithic PowerMonolithic Power (MPWR)
0.29%0%10.98%3/14/2025
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.28%0%1.81%7/9/2024
TeradyneTeradyne (TER)
0.26%2.32%12.3%-
MarvellMarvell (MRVL)
0.22%2.61%9.05%-
CadenceCadence (CDNS)
0.21%0%7.84%4/9/2025
MKSMKS (MKSI)
0.2%2.01%9.05%-
JabilJabil (JBL)
0.19%2.25%9.05%-
DoubleVerifyDoubleVerify (DV)
0.18%2.39%9.05%-
Agree RealtyAgree Realty (ADC)
0.15%0%1.45%12/18/2023
HalozymeHalozyme (HALO)
0.15%0%8.08%1/14/2025
CintasCintas (CTAS)
0.15%0%2.05%12/18/2023
EnphaseEnphase (ENPH)
0.14%0%7.12%3/7/2025
ScienjoyScienjoy (SJ)
0.14%0%4.7%2/4/2025
GenmabGenmab (GMAB.US)
0.14%0%8.08%1/14/2025
ClearClear (YOU)
0.12%0%6.63%3/3/2025
Realty IncomeRealty Income (O)
0.12%0%2.17%1/6/2025
Main Street CapitalMain Street Capital (MAIN)
0.11%0%1.69%12/18/2023
RegionsRegions (RF)
0.11%0%0.97%11/29/2023
Universal DisplayUniversal Display (OLED)
0.11%0%6.63%3/3/2025
Arbor RealtyArbor Realty (ABR)
0.09%0%5.91%2/21/2025
CrocsCrocs (CROX)
0.09%0%7.72%1/14/2025
DardenDarden (DRI)
0.09%0%0.72%11/27/2023
MicrochipMicrochip (MCHP)
0.08%0%6.63%3/3/2025
Vetoquinol SAVetoquinol SA (VETO.PA)
0.08%0%6.88%1/30/2025
EvolutionEvolution (EVO.ST)
0.08%0%4.95%3/4/2025
HudsonHudson (HDSN)
0.07%0%7.72%1/14/2025
MerckMerck (MRK)
0.07%0%7.48%1/30/2025
LululemonLululemon (LULU)
0.06%0%3.14%1/14/2025
AmphenolAmphenol (APH)
0.06%0%0.97%12/26/2023
MastercardMastercard (MA)
0.06%0%0.97%12/26/2023
IntuitIntuit (INTU)
0.06%0%3.38%3/3/2025
IPG PhotonicsIPG Photonics (IPGP)
0.06%0%0.48%7/29/2024
CelsiusCelsius (CELH)
0.05%0%4.95%1/14/2025
2020 Bulkers Ltd2020 Bulkers Ltd (2020.OL)
0.05%0%4.1%2/19/2025
AtkoreAtkore (ATKR)
0.05%0%5.91%1/7/2025
KLAKLA (KLAC)
0.05%0%6.63%3/3/2025
RingCentralRingCentral (RNG)
0.05%0%0.48%7/29/2024
StellantisStellantis (STLAM.MI)
0.05%0%5.55%12/30/2024
FortinetFortinet (FTNT)
0.05%0%6.63%3/3/2025
TeradataTeradata (TDC)
0.05%0%0.48%7/29/2024
PDD HoldingsPDD Holdings (PDD)
0.05%0%5.55%1/14/2025
AdobeAdobe (ADBE)
0.05%0%6.63%3/3/2025
Rapid7Rapid7 (RPD)
0.05%0%0.48%7/29/2024
RegeneronRegeneron (REGN)
0.05%0%5.31%2/20/2025
Telecom PlusTelecom Plus (TEP.L)
0.05%0%2.77%1/30/2025
BYDBYD (01211.HK)
0.04%0%5.07%1/16/2025
AstraZenecaAstraZeneca (AZN)
0.04%0%5.43%1/23/2025
AltenAlten (ATE.PA)
0.04%0%4.95%1/14/2025
Hci GroupHci Group (HCI)
0.04%0%2.53%11/29/2024
CenteneCentene (CNC)
0.04%0%4.95%1/14/2025
AxcelisAxcelis (ACLS)
0.04%0%5.31%2/3/2025
LyondellBasellLyondellBasell (LYB)
0.04%0%5.07%1/16/2025
QualcommQualcomm (QCOM)
0.04%0%4.58%1/6/2025
NiceNice (NICE)
0.04%0%5.19%2/6/2025
TotalEnergiesTotalEnergies (TTE)
0.04%0%4.58%1/16/2025
Cirrus LogicCirrus Logic (CRUS)
0.04%0%3.26%2/3/2025
iShares Asia Pacific Dividend UCITS ETFiShares Asia Pacific Dividend UCITS ETF (IAPD.L)
0.03%2.34%2.65%-
XRPXRP (XRP)
0.03%0%1.81%1/29/2025
Maurel & PromMaurel & Prom (MAU.PA)
0.03%0%3.26%1/14/2025
Elevance HealthElevance Health (ELV)
0.03%0%3.62%1/10/2025
PayPalPayPal (PYPL)
0.03%0%0.24%7/31/2024
QorvoQorvo (QRVO)
0.03%0%3.26%2/3/2025
Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
0.03%0%3.26%1/15/2025
Cambi ASACambi ASA (CAMBI.OL)
0.03%0%3.26%1/14/2025
iShares EURO STOXX Select Dividend 30 UCITS ETFiShares EURO STOXX Select Dividend 30 UCITS ETF (SD3EEX.DE)
0.03%1.77%2.65%-
ANTAANTA (02020.HK)
0.03%0%3.5%1/21/2025
Harmony BiosciencesHarmony Biosciences (HRMY)
0.03%0%3.26%1/15/2025
LantheusLantheus (LNTH)
0.03%0%3.26%1/15/2025
Insight EnterprisesInsight Enterprises (NSIT.US)
0.03%0%3.26%2/3/2025
GartnerGartner (IT)
0.03%0%3.26%2/3/2025
EPAMEPAM (EPAM)
0.02%0%0.24%7/31/2024
Match GroupMatch Group (MTCH)
0.02%0%1.93%12/20/2024
Applied MaterialsApplied Materials (AMAT)
0.02%0%3.26%2/3/2025
PfizerPfizer (PFE)
0.02%0%2.77%12/20/2024
Neurocrine BiosciencesNeurocrine Biosciences (NBIX)
0.02%0%3.02%1/14/2025
NEXTrackerNEXTracker (NXT.US)
0.02%0%2.77%1/15/2025
AlibabaAlibaba (BABA)
0.02%0%3.02%1/17/2025
Vanguard Glbl Ex-Us Real EstVanguard Glbl Ex-Us Real Est (VNQI)
0.02%0%2.9%4/16/2025
SchlumbergerSchlumberger (SLB)
0.02%0%2.65%1/14/2025
EuroseasEuroseas (ESEA)
0.02%0%2.65%1/14/2025
ASMLASML (ASML)
0.02%0%2.65%1/14/2025
MercadoLibreMercadoLibre (MELI)
0.02%0%2.65%1/14/2025
YallaYalla (YALA)
0.02%0%2.9%1/30/2025
DocgoDocgo (DCGO)
0.02%0%2.53%1/16/2025
SNDLSNDL (SNDL)
0.02%0%2.41%1/15/2025
EuronetEuronet (EEFT)
0.02%0%2.17%12/20/2024
MersenMersen (MRN.PA)
0.02%0%2.29%1/6/2025
CabotCabot (CBT)
0.02%0%1.21%2/14/2025
Real Estate Select Sector SPDRReal Estate Select Sector SPDR (XLRE)
0.02%0%2.17%4/15/2025
Novo-NordiskNovo-Nordisk (NVO)
0.02%0%2.17%1/24/2025
FerroglobeFerroglobe (GSM)
0.01%0%1.81%1/10/2025
Rio TintoRio Tinto (RIO)
0.01%0%1.81%1/14/2025
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
0.01%0%0.24%11/1/2024
IQVIAIQVIA (IQV)
0.01%0%1.81%1/21/2025
Schwab International Equity ETFSchwab International Equity ETF (SCHF)
0.01%0%0.6%2/4/2025
Vanguard FTSE All World High Dividend Yield UCITS ETFVanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE)
0.01%0%0.84%1/6/2025
SupermicroSupermicro (SMCI)
0.01%0%0.72%11/19/2024
Blue BirdBlue Bird (BLBD)
0.01%0%1.45%1/14/2025
AbbottAbbott (ABT)
0.01%0%1.33%1/17/2025
WiseWise (WISE.L)
0.01%0%0.97%11/22/2024
Crown CastleCrown Castle (CCI)
0.01%0%1.21%1/16/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.01%0%1.09%1/15/2025
Gilead SciencesGilead Sciences (GILD)
0.01%0%1.09%1/15/2025
PrologisPrologis (PLD)
0.01%0%1.09%1/15/2025
LennarLennar (LEN)
0.01%0%1.09%1/15/2025
GE HealthCareGE HealthCare (GEHC)
0.01%0%0.97%1/14/2025
CencoraCencora (COR)
0.01%0%0.97%1/14/2025
HCAHCA (HCA)
0.01%0%0.97%1/14/2025
D.R. HortonD.R. Horton (DHI)
0.01%0%0.97%1/14/2025
EquifaxEquifax (EFX)
0.01%0%0.97%1/14/2025
VircoVirco (VIRC)
0.01%0%0.97%1/15/2025
Simplify Volatility PremiumSimplify Volatility Premium (SVOL)
0.01%0%0.48%1/6/2025
AlphabetAlphabet (GOOG)
0.01%0%0.72%12/9/2024
NuNu (NU)
0.01%0%0.72%1/14/2025
ABFABF (ABF.L)
0.01%0%0.72%1/15/2025
AntinAntin (ANTIN.PA)
0%0%0.24%3/5/2025
UHSUHS (UHS)
0%0%0.24%3/5/2025
Apogee EnterprisesApogee Enterprises (APOG)
0%0%0.6%1/15/2025
ConcentrixConcentrix (CNXC)
0%0%0.12%9/17/2024
HersheyHershey (HSY)
0%0%0.24%2/6/2025
ExpediaExpedia (EXPE)
0%0%0.24%2/6/2025
AmeripriseAmeriprise (AMP.US)
0%0%0.24%2/6/2025
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0%0%0.24%3/14/2025
GenmabGenmab (GMAB.CO)
0%0%0.12%3/4/2025
Neuren Pharmaceuticals LtdNeuren Pharmaceuticals Ltd (NEU.ASX)
0%0%0.24%1/16/2025
Perseus MiningPerseus Mining (PRU.ASX)
0%0%0.12%1/15/2025
iShares STOXX Global Select Dividend 100 UCITS ETFiShares STOXX Global Select Dividend 100 UCITS ETF (SDGPEX.DE)
0%0%0.12%3/28/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
26.47%26.25%
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
11.23%11.1%
Vanguard Information TechnologyVanguard Information Technology (VGT)
11.23%11.09%
BitcoinBitcoin (BTC)
2.39%2.94%
EvolutionEvolution (EVO.ST)
1.76%1.75%
Ishares Global 100 EtfIshares Global 100 Etf (IOO)
1.6%1.61%
Vanguard FTSE All World High Dividend Yield UCITS ETFVanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE)
1.6%1.61%
GenmabGenmab (GMAB.US)
1.6%1.55%
CelsiusCelsius (CELH)
1.6%1.54%
HalozymeHalozyme (HALO)
1.6%1.53%
ScienjoyScienjoy (SJ)
1.6%1.48%
Maurel & PromMaurel & Prom (MAU.PA)
0.8%0.93%
CrocsCrocs (CROX)
0.8%0.9%
EuroseasEuroseas (ESEA)
0.8%0.85%
Cambi ASACambi ASA (CAMBI.OL)
0.8%0.84%
AltenAlten (ATE.PA)
0.8%0.84%
SchlumbergerSchlumberger (SLB)
0.8%0.84%
BYDBYD (01211.HK)
0.8%0.84%
NEXTrackerNEXTracker (NXT.US)
0.8%0.83%
Harmony BiosciencesHarmony Biosciences (HRMY)
0.8%0.82%
PDD HoldingsPDD Holdings (PDD)
0.8%0.82%
CenteneCentene (CNC)
0.8%0.82%
AlibabaAlibaba (BABA)
0.8%0.82%
FerroglobeFerroglobe (GSM)
0.8%0.81%
Neurocrine BiosciencesNeurocrine Biosciences (NBIX)
0.8%0.81%
Rio TintoRio Tinto (RIO)
0.8%0.81%
MersenMersen (MRN.PA)
0.8%0.81%
DocgoDocgo (DCGO)
0.8%0.8%
AxcelisAxcelis (ACLS)
0.8%0.8%
Catalyst PharmaceuticalsCatalyst Pharmaceuticals (CPRX)
0.8%0.8%
HudsonHudson (HDSN)
0.8%0.79%
LyondellBasellLyondellBasell (LYB)
0.8%0.79%
ASMLASML (ASML)
0.8%0.79%
MercadoLibreMercadoLibre (MELI)
0.8%0.79%
LantheusLantheus (LNTH)
0.8%0.79%
UnitedHealthUnitedHealth (UNH)
0.8%0.79%
MerckMerck (MRK)
0.8%0.79%
AtkoreAtkore (ATKR)
0.8%0.78%
SNDLSNDL (SNDL)
0.8%0.78%
NiceNice (NICE)
0.8%0.78%
AstraZenecaAstraZeneca (AZN)
0.8%0.78%
ANTAANTA (02020.HK)
0.8%0.78%
Vetoquinol SAVetoquinol SA (VETO.PA)
0.8%0.77%
Elevance HealthElevance Health (ELV)
0.8%0.77%
QualcommQualcomm (QCOM)
0.8%0.77%
TotalEnergiesTotalEnergies (TTE)
0.8%0.76%

Cash Exposure Over Time

Cash Exposure % Over Time