Jaydm0 avatar

Jaydm0
🇬🇧 ETF Investor.
4 copiers.

Cash Allocation

Range

Highest Cash
November 22, 2023
Lowest Cash
August 13, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
57 instruments
December 7, 2023
Least Diversified
0 instruments
February 2, 2025
Average
51.6 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.87%
avatarMSFT
99.87%
avatarDIS
99.87%
avatarINTC
99.87%
avatarJNJ
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 13, 2024
Lowest Exposure
November 22, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
24.54%
Technology Services
9.12%
Electronic Technology
6.59%
Consumer Non Durables
5.3%
Finance
5.12%

Top Countries

Top 5

🇺🇸United States
38.78%
🇬🇧United Kingdom
2.04%
🇨🇦Canada
1.26%
🇺🇾Uruguay
0.87%
🇨🇭Switzerland
0.81%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
3.86%0%99.87%2/1/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
3.59%0%99.87%2/1/2025
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
3.56%0%99.87%2/1/2025
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
2.9%0%99.87%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
2.9%0%95.62%2/1/2025
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
2.85%0%98.8%2/1/2025
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
2.81%0%98.8%2/1/2025
AmazonAmazon (AMZN)
2.62%0%99.73%2/1/2025
Coca-ColaCoca-Cola (KO)
2.09%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
1.98%0%99.87%2/1/2025
McDonald'sMcDonald's (MCD)
1.77%0%90.7%2/1/2025
General DynamicsGeneral Dynamics (GD)
1.69%0%99.87%2/1/2025
AlphabetAlphabet (GOOG)
1.57%0%99.87%2/1/2025
Procter & GambleProcter & Gamble (PG)
1.57%0%99.87%2/1/2025
IAGIAG (IAG.L)
1.41%0%99.87%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.39%0%99.87%2/1/2025
PepsiCoPepsiCo (PEP)
1.32%0%86.85%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.31%0%90.7%2/1/2025
VisaVisa (V)
1.31%0%99.87%2/1/2025
Goldman SachsGoldman Sachs (GS)
1.31%0%99.87%2/1/2025
CaterpillarCaterpillar (CAT)
1.27%0%56.71%2/1/2025
RaytheonRaytheon (RTX)
1.25%0%59.23%2/1/2025
ADMADM (ADM)
1.24%0%99.87%2/1/2025
IBMIBM (IBM)
1.21%0%98.8%2/1/2025
Take-TwoTake-Two (TTWO)
1.11%0%99.87%2/1/2025
Realty IncomeRealty Income (O)
1.02%0%99.87%2/1/2025
CNRLCNRL (CNQ)
1.02%0%99.87%2/1/2025
RoperRoper (ROP)
0.99%0%99.87%2/1/2025
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
0.9%0%88.05%11/4/2024
SPDR GoldSPDR Gold (GLD)
0.87%0%67.2%11/12/2024
MercadoLibreMercadoLibre (MELI)
0.87%0%83.8%10/2/2024
JPMorganJPMorgan (JPM)
0.86%0%83.8%2/1/2025
ExxonMobilExxonMobil (XOM)
0.79%0%57.5%2/1/2025
NVIDIANVIDIA (NVDA)
0.79%0%69.59%12/13/2024
AdobeAdobe (ADBE)
0.78%0%99.87%2/1/2025
PayPalPayPal (PYPL)
0.76%0%99.87%2/1/2025
IntelIntel (INTC)
0.74%0%99.87%2/1/2025
AMDAMD (AMD)
0.74%0%56.97%3/13/2024
DisneyDisney (DIS)
0.71%0%99.87%2/1/2025
ZIMZIM (ZIM)
0.64%0%58.96%2/1/2025
SamsungSamsung (SMSN.L)
0.63%0%85.66%2/1/2025
Rolls-RoyceRolls-Royce (RR.L)
0.62%0%65.74%7/19/2024
BlackRockBlackRock (BLK)
0.62%0%40.11%2/1/2025
EAEA (EA)
0.6%0%61.35%2/1/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.54%0%41.97%2/1/2025
EthereumEthereum (ETH)
0.51%0%99.87%2/1/2025
Block Inc.Block Inc. (XYZ)
0.5%0%99.87%2/1/2025
RocheRoche (ROG.ZU)
0.49%0%99.87%2/1/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.47%0%26.03%2/1/2025
SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
0.46%0%59.63%2/1/2025
TargetTarget (TGT)
0.44%0%28.95%2/1/2025
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.43%0%34.26%10/16/2023
PalantirPalantir (PLTR)
0.4%0%57.24%3/15/2024
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.37%0%8.76%8/14/2024
NestleNestle (NESN.ZU)
0.32%0%56.71%2/1/2025
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.24%0%17.53%8/5/2024
BarrickBarrick (GOLD.BARRICK)
0.24%0%21.91%2/1/2025
BitcoinBitcoin (BTC)
0.2%0%57.24%3/15/2024
Polymetal International PLCPolymetal International PLC (POLY.L)
0.16%0%22.58%6/23/2023
SunrunSunrun (RUN)
0.12%0%99.87%2/1/2025
CardanoCardano (ADA)
0.05%0%99.87%2/1/2025
AsensusAsensus (ASXC)
0.03%0%78.75%8/25/2024
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.03%0%56.04%3/6/2024
LoopringLoopring (LRC)
0.02%0%99.87%2/1/2025
BioNanoBioNano (BNGO)
0.02%0%65.74%6/4/2024
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.01%0%1.59%8/26/2024
EquitransEquitrans (ETRN)
0%0%0.53%7/23/2024
Cocoa (Expiring Future)Cocoa (Expiring Future) (COCOA.FUT)
0%0%0.13%4/11/2024
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0%0%0.13%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
      		5.11%6.21%
      Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
      		5.11%5.84%
      Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
      		5.11%5.5%
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		4.54%5.45%
      SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
      		4.54%5.1%
      ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
      		4.54%4.9%
      Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
      		5.11%3.29%
      CaterpillarCaterpillar (CAT)
      		2.27%2.99%
      RaytheonRaytheon (RTX)
      		2.27%2.97%
      IBMIBM (IBM)
      		2.27%2.79%
      BlackRockBlackRock (BLK)
      		2.27%2.67%
      MicrosoftMicrosoft (MSFT)
      		2.27%2.49%
      Procter & GambleProcter & Gamble (PG)
      		2.27%2.43%
      General DynamicsGeneral Dynamics (GD)
      		2.27%2.35%
      Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
      		2.27%2.33%
      Coca-ColaCoca-Cola (KO)
      		2.27%2.32%
      ExxonMobilExxonMobil (XOM)
      		2.27%2.17%
      TargetTarget (TGT)
      		2.27%2.13%
      PepsiCoPepsiCo (PEP)
      		2.27%2.12%
      IAGIAG (IAG.L)
      		1.14%2.07%
      Goldman SachsGoldman Sachs (GS)
      		1.14%1.62%
      Bristol-Myers SquibbBristol-Myers Squibb (BMY)
      		1.14%1.6%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		1.7%1.49%
      AmazonAmazon (AMZN)
      		1.14%1.41%
      Take-TwoTake-Two (TTWO)
      		1.14%1.29%
      JPMorganJPMorgan (JPM)
      		1.14%1.29%
      RoperRoper (ROP)
      		1.14%1.25%
      McDonald'sMcDonald's (MCD)
      		1.14%1.24%
      EAEA (EA)
      		1.14%1.18%
      SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
      		1.14%1.06%
      ADMADM (ADM)
      		1.7%1.05%
      ZIMZIM (ZIM)
      		1.14%1.02%
      CNRLCNRL (CNQ)
      		1.14%0.97%
      SamsungSamsung (SMSN.L)
      		1.14%0.96%
      BarrickBarrick (GOLD.BARRICK)
      		1.14%0.93%
      Realty IncomeRealty Income (O)
      		1.14%0.87%
      PayPalPayPal (PYPL)
      		2.84%0.87%
      IntelIntel (INTC)
      		1.7%0.83%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		0.57%0.76%
      DisneyDisney (DIS)
      		1.14%0.74%
      VisaVisa (V)
      		0.57%0.67%
      EthereumEthereum (ETH)
      		0.8%0.65%
      AlphabetAlphabet (GOOG)
      		0.57%0.59%
      Block Inc.Block Inc. (XYZ)
      		1.7%0.56%
      RocheRoche (ROG.ZU)
      		0.57%0.45%
      NestleNestle (NESN.ZU)
      		0.57%0.45%
      AdobeAdobe (ADBE)
      		0.57%0.4%
      CardanoCardano (ADA)
      		0.11%0.08%
      SunrunSunrun (RUN)
      		0.57%0.06%
      LoopringLoopring (LRC)
      		0.11%0.02%
      BioNanoBioNano (BNGO)
      		0.57%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time