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JInvest14
🇪🇸 Financial Services and Software Investor.
1 copier.

Cash Allocation

Range

Highest Cash
April 19, 2023
Lowest Cash
June 26, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
27 instruments
January 16, 2025
Least Diversified
0 instruments
February 2, 2025
Average
16.6 instruments

Most Consistent Holdings

Top 5

avatarMA
90.97%
avatarENX.PA
81.01%
avatarICE
78.09%
avatarFI
77.42%
avatarHUM
71.98%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 26, 2024
Lowest Exposure
April 19, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
19.51%
Technology Services
10.89%
Retail Trade
9.29%
Health Services
7.53%
Commercial Services
6.29%

Top Countries

Top 5

🇺🇸United States
58.13%
🇳🇱Netherlands
6.31%
🇨🇦Canada
1.45%
🇫🇷France
0.48%
🇨🇳China
0.28%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
EuronextEuronext (ENX.PA)
5.67%0%81.01%10/24/2024
ICEICE (ICE)
4.88%0%78.09%2/1/2025
FiservFiserv (FI)
4.79%0%77.42%8/15/2024
HumanaHumana (HUM)
4.15%0%71.98%7/31/2024
MastercardMastercard (MA)
3.85%0%90.97%2/1/2025
CostcoCostco (COST)
3.23%0%62.82%8/8/2024
VerisignVerisign (VRSN)
3.14%0%54.18%2/1/2025
OccidentalOccidental (OXY)
3.01%0%44.89%3/25/2024
UltaUlta (ULTA)
2.99%0%57.37%2/1/2025
EquinixEquinix (EQIX)
2.9%0%56.97%2/1/2025
FortinetFortinet (FTNT)
2.71%0%70.39%2/1/2025
Ensign GroupEnsign Group (ENSG)
2.43%0%48.61%2/1/2025
SynopsysSynopsys (SNPS)
2.31%0%52.46%2/1/2025
CNRCNR (CNI)
1.45%0%47.41%2/1/2025
Waste ManagementWaste Management (WM)
1.43%0%32.8%2/1/2025
Dollar GeneralDollar General (DG.US)
1.39%0%45.29%8/29/2024
PayPalPayPal (PYPL)
1.39%0%31.61%2/9/2024
KinsaleKinsale (KNSL)
1.28%0%32.14%2/1/2025
Thermo FisherThermo Fisher (TMO)
1.16%0%31.61%3/1/2024
MicrosoftMicrosoft (MSFT)
1.03%0%24.57%2/1/2025
HCAHCA (HCA)
0.95%0%24.44%2/1/2025
WalmartWalmart (WMT)
0.89%0%31.47%7/16/2024
DmitriiIshutinDmitriiIshutin
0.88%0%13.81%4/18/2023
Keysight TechnologiesKeysight Technologies (KEYS)
0.86%0%30.01%7/12/2024
jrotllantjrotllant
0.85%0%13.81%4/18/2023
AdobeAdobe (ADBE)
0.79%0%27.09%7/27/2023
SwissWaySwissWay
0.73%0%13.81%4/18/2023
LantheusLantheus (LNTH)
0.72%0%22.84%2/6/2024
ASMLASML (ASML)
0.64%0%24.17%2/1/2025
Berry PlasticsBerry Plastics (BERY)
0.63%0%19.39%5/30/2023
10xCycleTrader10xCycleTrader
0.59%0%13.81%4/18/2023
CarlisleCarlisle (CSL)
0.46%0%23.37%2/1/2025
ProShares UltraPro Short S&P 500ProShares UltraPro Short S&P 500 (SPXU)
0.45%0%8.76%6/5/2023
VisaVisa (V)
0.43%0%15.8%2/1/2025
DeereDeere (DE)
0.41%0%24.57%5/29/2024
AlphabetAlphabet (GOOG)
0.4%0%15.8%5/3/2023
AmazonAmazon (AMZN)
0.4%0%23.11%2/1/2025
TransUnionTransUnion (TRU)
0.37%0%21.25%11/13/2023
OtisOtis (OTIS)
0.35%0%12.35%2/1/2025
Domino'sDomino's (DPZ)
0.33%0%9.96%2/1/2025
Lamb WestonLamb Weston (LW)
0.28%0%9.56%2/7/2024
TeleperformanceTeleperformance (TEP.PA)
0.25%0%11.82%2/1/2025
Marathon DigitalMarathon Digital (MARA)
0.23%0%9.03%5/1/2024
AlibabaAlibaba (BABA)
0.23%0%13.28%5/1/2023
LVMHLVMH (MC.PA)
0.22%0%11.69%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.22%0%6.11%10/4/2024
VerizonVerizon (VZ)
0.18%0%8.37%2/5/2024
Home DepotHome Depot (HD)
0.17%0%10.23%2/5/2024
SalesforceSalesforce (CRM)
0.16%0%12.08%4/4/2023
NikeNike (NKE)
0.15%0%5.84%8/28/2024
ZoetisZoetis (ZTS)
0.14%0%6.64%2/1/2025
FabrinetFabrinet (FN)
0.14%0%9.03%2/1/2025
CelsiusCelsius (CELH)
0.12%0%14.08%2/1/2025
AristaArista (ANET)
0.1%0%7.44%2/27/2023
Palo Alto NetworksPalo Alto Networks (PANW)
0.09%0%8.37%2/1/2025
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
0.08%0%4.12%1/18/2024
NVIDIANVIDIA (NVDA)
0.07%0%3.85%2/1/2025
EnphaseEnphase (ENPH)
0.07%0%3.19%10/23/2023
CharterCharter (CHTR)
0.07%0%3.85%1/31/2023
QualcommQualcomm (QCOM)
0.06%0%3.72%1/30/2023
Core & MainCore & Main (CNM)
0.06%0%2.12%1/17/2023
Yum ChinaYum China (YUMC)
0.05%0%1.99%10/2/2024
BitcoinBitcoin (BTC)
0.04%0%1.73%11/11/2024
CelaneseCelanese (CE)
0.04%0%3.72%1/30/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.03%0%2.26%1/18/2023
Novo-NordiskNovo-Nordisk (NVO)
0.02%0%3.19%2/1/2025
SPS CommerceSPS Commerce (SPSC)
0.02%0%1.73%10/21/2024
ChevronChevron (CVX)
0.01%0%0.27%2/17/2023
AirbnbAirbnb (ABNB)
0.01%0%1.46%1/12/2023
RivianRivian (RIVN)
0.01%0%0.53%3/1/2024
Badger MeterBadger Meter (BMI)
0%0%0.53%10/21/2024
EcolabEcolab (ECL)
0%0%0.13%1/18/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      VerisignVerisign (VRSN)
      		5.02%5.18%
      SynopsysSynopsys (SNPS)
      		5.02%4.53%
      ASMLASML (ASML)
      		4.25%4.24%
      UltaUlta (ULTA)
      		3.86%4.13%
      Ensign GroupEnsign Group (ENSG)
      		4.25%4.03%
      Waste ManagementWaste Management (WM)
      		3.48%3.34%
      Domino'sDomino's (DPZ)
      		3.09%3%
      HCAHCA (HCA)
      		3.48%2.97%
      OtisOtis (OTIS)
      		2.32%2.23%
      MastercardMastercard (MA)
      		1.54%1.74%
      EquinixEquinix (EQIX)
      		1.54%1.64%
      LVMHLVMH (MC.PA)
      		1.54%1.6%
      MicrosoftMicrosoft (MSFT)
      		1.54%1.59%
      KinsaleKinsale (KNSL)
      		1.54%1.55%
      FabrinetFabrinet (FN)
      		1.54%1.48%
      CarlisleCarlisle (CSL)
      		1.54%1.25%
      CNRCNR (CNI)
      		1.16%1.11%
      VisaVisa (V)
      		0.77%0.89%
      TeleperformanceTeleperformance (TEP.PA)
      		0.77%0.74%
      ZoetisZoetis (ZTS)
      		0.77%0.72%
      CelsiusCelsius (CELH)
      		0.77%0.65%
      FortinetFortinet (FTNT)
      		0.39%0.54%

      Cash Exposure Over Time

      Cash Exposure % Over Time