JorgeHernandez25 avatar

JorgeHernandez25
🇲🇽 Value Investor.
12 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
April 26, 2024
Lowest Cash
March 13, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
July 19, 2022
Least Diversified
1 instruments
April 23, 2024
Average
8.7 instruments

Most Consistent Holdings

Top 5

avatarDIS
81.65%
avatarCPNG
62.57%
avatarBB
61.43%
avatarBTC
61.02%
avatarPYPL
59.79%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 13, 2023
Lowest Exposure
April 26, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Non Durables
18.83%
Consumer Services
16.8%
Retail Trade
15.86%
Consumer Durables
12.44%
Cryptocurrencies
12.09%

Top Countries

Top 5

🇺🇸United States
70.13%
🇨🇦Canada
2.82%
🇩🇪Germany
0.86%
🇨🇳China
0.74%
🇲🇽Mexico
0.59%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
DisneyDisney (DIS)
15.62%0%81.65%12/17/2024
Coca-ColaCoca-Cola (KO)
9.55%0%35.22%2/11/2025
BitcoinBitcoin (BTC)
8.91%0%61.02%2/14/2024
FordFord (F)
6.54%0%27.27%3/5/2025
NikeNike (NKE)
5.04%15.86%22.03%-
Dollar TreeDollar Tree (DLTR)
4.67%15.05%26.37%-
PepsiCoPepsiCo (PEP)
3.66%16.19%25.14%-
TorridTorrid (CURV)
3.62%0%59.38%3/4/2024
Stanley Black & DeckerStanley Black & Decker (SWK)
3.42%8.88%37.43%-
CoupangCoupang (CPNG)
3.23%0%62.57%3/4/2024
TRONTRON (TRX)
3.14%0%40.05%6/3/2023
TargetTarget (TGT)
3.04%16.89%23.42%-
BlackBerryBlackBerry (BB)
2.82%0%61.43%3/4/2024
NetflixNetflix (NFLX)
2.13%0%39.31%6/14/2023
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
1.92%0%17.44%8/8/2023
PfizerPfizer (PFE)
1.54%8.73%19.82%-
MetaMeta (META)
1.2%0%13.76%2/2/2023
PayPalPayPal (PYPL)
1.19%0%59.79%3/4/2024
TeslaTesla (TSLA)
1.06%0%7.78%10/24/2024
StarbucksStarbucks (SBUX)
0.97%0%5.16%8/12/2024
PorschePorsche (P911.DE)
0.86%7.8%18.67%-
Owens CorningOwens Corning (OC)
0.61%7.24%8.35%-
America MovilAmerica Movil (AMX)
0.59%0%9.01%10/16/2024
NioNio (NIO)
0.55%0%5.32%9/6/2024
HerbalifeHerbalife (HLF)
0.53%0%6.22%2/18/2025
AmazonAmazon (AMZN)
0.51%0%16.79%5/18/2023
AlphabetAlphabet (GOOG)
0.48%0%21.38%2/27/2024
Morgan StanleyMorgan Stanley (MS)
0.35%0%6.88%5/15/2025
WalmartWalmart (WMT)
0.29%0%6.06%2/25/2025
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.28%0%4.26%8/29/2022
PDD HoldingsPDD Holdings (PDD)
0.26%0%2.21%9/26/2022
Williams-SonomaWilliams-Sonoma (WSM)
0.22%2.84%7.45%-
USD/MXNUSD/MXN (USDMXN)
0.16%0%1.47%9/13/2024
KoolearnKoolearn (1797.HK)
0.14%0%1.64%9/1/2022
AppleApple (AAPL)
0.13%0%4.01%12/21/2022
Cineworld Group PLCCineworld Group PLC (CINE.L)
0.13%0%2.78%8/4/2022
AMDAMD (AMD)
0.12%0%2.7%8/20/2024
MicrosoftMicrosoft (MSFT)
0.09%0%2.05%3/19/2025
AnnalyAnnaly (NLY)
0.09%0%1.64%3/7/2025
McDonald'sMcDonald's (MCD)
0.08%0%0.82%7/11/2024
Procter & GambleProcter & Gamble (PG)
0.06%0%1.31%7/26/2022
NetEaseNetEase (NTES)
0.05%0%0.33%8/22/2022
PPGPPG (PPG)
0.04%0%1.15%8/14/2024
Terra ClassicTerra Classic (LUNC)
0.04%0%3.93%8/25/2022
MastercardMastercard (MA)
0.02%0%0.33%8/26/2024
NVIDIANVIDIA (NVDA)
0.02%0%0.33%3/11/2025
Five BelowFive Below (FIVE)
0.01%0%0.41%9/3/2024
Red RobinRed Robin (RRGB)
0.01%0%2.29%9/23/2024
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.01%0%0.57%1/3/2025
ASMLASML (ASML)
0%0%0.08%7/31/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NikeNike (NKE)
37.4%38.56%
Coca-ColaCoca-Cola (KO)
19.42%20.01%
Dollar TreeDollar Tree (DLTR)
15.58%13.07%
PepsiCoPepsiCo (PEP)
11.86%11.62%
PfizerPfizer (PFE)
6.52%6.84%
PorschePorsche (P911.DE)
4.36%4.61%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.98%1.08%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments