JauderUribarri avatar

JauderUribarri
🇪🇸 Financial Services, Software, ETF, and Other Investor.
4 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
January 1, 2022
Lowest Cash
March 9, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
28 instruments
October 10, 2023
Least Diversified
0 instruments
January 1, 2022
Average
25.3 instruments

Most Consistent Holdings

Top 5

avatarMETA
99.7%
avatarFL
99.7%
avatarBMY
99.62%
avatarRUI.PA
99.54%
avatarVICI
99.54%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 9, 2023
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
23.65%
Technology Services
17.04%
Finance
13.05%
Retail Trade
8.84%
Health Technology
5.57%

Top Countries

Top 5

🇺🇸United States
51.85%
🇫🇷France
2.57%
🇨🇦Canada
1.75%
🇳🇱Netherlands
1.73%
🇨🇳China
1.33%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
9.33%14.99%54.07%-
AlphabetAlphabet (GOOGL)
9.07%10.21%96.73%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
7.56%8.75%69.99%-
BrookfieldBrookfield (BAM)
5.07%7.76%69.99%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
4.6%1.65%99.62%-
VICI PropertiesVICI Properties (VICI)
3.98%3.8%99.54%-
VanEck Vectors Gold Miners ETFVanEck Vectors Gold Miners ETF (GDX)
3.77%8.29%68.93%-
MetaMeta (META)
3.66%3.15%99.7%-
Berry PlasticsBerry Plastics (BERY)
3.45%0%90.18%5/5/2025
AmazonAmazon (AMZN)
3.35%3.94%91.24%-
RubisRubis (RUI.PA)
2.57%1.55%99.54%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
2.51%3.06%68.85%-
Union PacificUnion Pacific (UNP)
2.12%2.26%68.85%-
Foot LockerFoot Locker (FL)
2.1%0.59%99.7%-
IntelIntel (INTC)
1.8%0.38%98.86%-
AlibabaAlibaba (9988.HK)
1.33%0%26.2%1/6/2023
EuronetEuronet (EEFT)
1.3%0%40.67%7/17/2023
FortinetFortinet (FTNT)
1.26%2%56.82%-
MastercardMastercard (MA)
1.22%1.71%68.85%-
VisaVisa (V)
1.19%1.62%68.85%-
BrookfieldBrookfield (BN.US)
1.16%2.23%68.85%-
DanaherDanaher (DHR)
0.98%1.39%52.86%-
OccidentalOccidental (OXY)
0.97%1.11%68.85%-
PayPalPayPal (PYPL)
0.95%0.89%81.34%-
ProsusProsus (PRX.NV)
0.87%0%24.45%1/5/2023
AholdAhold (AD.NV)
0.86%1.43%68.77%-
MicrosoftMicrosoft (MSFT)
0.74%1.03%68.93%-
Huntington IngallsHuntington Ingalls (HII)
0.67%0%26.2%1/5/2023
ShellShell (SHEL)
0.65%0%24.07%1/5/2023
DropboxDropbox (DBX)
0.61%0%30.77%3/7/2023
Canadian PacificCanadian Pacific (CP)
0.59%0.95%52.86%-
CorsairCorsair (CRSR)
0.58%0%26.12%1/5/2023
WalgreensWalgreens (WBA)
0.53%0%10.05%5/16/2022
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.53%0.32%92.16%-
iShares Silver TrustiShares Silver Trust (SLV)
0.48%0%25.97%1/6/2023
Omega HealthcareOmega Healthcare (OHI)
0.42%0%39.91%7/17/2023
DHT HoldingsDHT Holdings (DHT)
0.38%0%25.89%1/5/2023
1 800 FLOWERS1 800 FLOWERS (FLWS)
0.38%0%23.53%12/6/2022
CostcoCostco (COST)
0.3%0%29.32%4/2/2024
Polymetal International PLCPolymetal International PLC (POLY.L)
0.25%0%38.77%6/23/2023
EmbracerEmbracer (EMBRACB.ST)
0.25%0.1%68.77%-
WestrockWestrock (SW)
0.16%0%15.99%10/9/2023
Discovery IncDiscovery Inc (DISCA)
0.06%0%3.12%4/12/2022
Royal Dutch Shell A (ADR)Royal Dutch Shell A (ADR) (RDS.A)
0.04%0%2.13%1/31/2022
GlatfelterGlatfelter (MAGN)
0.03%0.1%23.08%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
19.1%16.52%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
10.03%9.54%
AlphabetAlphabet (GOOGL)
6.69%9.07%
BrookfieldBrookfield (BAM)
5.73%7.97%
VanEck Vectors Gold Miners ETFVanEck Vectors Gold Miners ETF (GDX)
4.3%4.67%
AmazonAmazon (AMZN)
2.67%4.11%
VICI PropertiesVICI Properties (VICI)
4.68%3.64%
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
3.34%3.29%
MetaMeta (META)
1.8%2.7%
FortinetFortinet (FTNT)
1.91%2.64%
Union PacificUnion Pacific (UNP)
2.67%2.58%
Berry PlasticsBerry Plastics (BERY)
2.55%2.23%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
2.74%2.19%
BrookfieldBrookfield (BN.US)
1.34%2.12%
DanaherDanaher (DHR)
1.91%1.75%
MastercardMastercard (MA)
1.34%1.7%
VisaVisa (V)
1.34%1.65%
RubisRubis (RUI.PA)
1.91%1.48%
AholdAhold (AD.NV)
1.41%1.4%
OccidentalOccidental (OXY)
1.91%1.32%
PayPalPayPal (PYPL)
0.96%1.22%
Canadian PacificCanadian Pacific (CP)
1.15%0.99%
MicrosoftMicrosoft (MSFT)
0.67%0.97%
Foot LockerFoot Locker (FL)
0.96%0.59%
EmbracerEmbracer (EMBRACB.ST)
0.67%0.35%
IntelIntel (INTC)
0.96%0.35%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.96%0.31%
GlatfelterGlatfelter (MAGN)
0%0.17%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments