Jortiz18 avatar

Jortiz18
🇨🇴 Consumable Goods and Med Tech Investor.
16 copiers.

Cash Allocation

Range

Highest Cash
August 25, 2023
Lowest Cash
October 27, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
20 instruments
December 13, 2024
Least Diversified
0 instruments
February 2, 2025
Average
13.2 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarGOOG
99.91%
avatarMSFT
99.91%
avatarNVDA
99.91%
avatarMETA
67.15%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 27, 2022
Lowest Exposure
August 25, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
23.08%
Technology Services
18.94%
Commercial Services
4%
Consumer Services
3%
Consumer Non Durables
2.59%

Top Countries

Top 5

🇺🇸United States
56.45%
🇩🇪Germany
0.55%
🇨🇴Colombia
0.47%
🇨🇦Canada
0.29%
🇰🇾Cayman Islands
0.07%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
15.13%0%99.91%2/1/2025
AlphabetAlphabet (GOOG)
9.57%0%99.91%2/1/2025
AppleApple (AAPL)
5.31%0%99.91%2/1/2025
MetaMeta (META)
4.88%0%67.15%2/5/2024
MicrosoftMicrosoft (MSFT)
3.08%0%99.91%2/1/2025
AlanJS88AlanJS88
2.61%0%12.23%7/13/2023
AMDAMD (AMD)
2.47%0%44.16%5/25/2023
AnalisisciclicoAnalisisciclico
2.09%0%14.78%3/2/2023
VisaVisa (V)
2.08%0%58.3%10/31/2023
PayPalPayPal (PYPL)
1.91%0%44.62%2/28/2024
SoFiSoFi (SOFI)
1.54%0%54.2%9/17/2024
CarnivalCarnival (CCL)
1.5%0%42.34%6/12/2023
Coca-ColaCoca-Cola (KO)
1.48%0%47.45%5/14/2024
AdobeAdobe (ADBE)
1.22%0%56.3%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.88%0%31.75%2/1/2025
DisneyDisney (DIS)
0.85%0%59.03%11/18/2024
PfizerPfizer (PFE)
0.73%0%29.11%2/1/2025
NikeNike (NKE)
0.64%0%28.65%2/1/2025
AmazonAmazon (AMZN)
0.56%0%26.55%6/7/2023
PorschePorsche (P911.DE)
0.52%0%26.28%2/1/2025
EcopetrolEcopetrol (EC)
0.45%0%24.73%2/1/2025
PepsiCoPepsiCo (PEP)
0.44%0%24.09%2/1/2025
StarbucksStarbucks (SBUX)
0.38%0%23.27%12/16/2024
OccidentalOccidental (OXY)
0.34%0%12.77%2/1/2025
LululemonLululemon (LULU)
0.27%0%16.15%11/15/2024
Realty IncomeRealty Income (O)
0.24%0%31.11%2/1/2025
ComcastComcast (CMCSA)
0.21%0%19.8%1/29/2025
UnitedHealthUnitedHealth (UNH)
0.14%0%11.59%7/19/2024
CVS HealthCVS Health (CVS)
0.1%0%6.11%1/29/2025
CiscoCisco (CSCO)
0.1%0%9.76%8/16/2024
Marsh & McLennanMarsh & McLennan (MMC)
0.08%0%10.77%2/28/2024
American ExpressAmerican Express (AXP)
0.07%0%2.74%11/9/2023
Block Inc.Block Inc. (XYZ)
0.07%0%1.37%2/25/2022
HumanaHumana (HUM)
0.07%0%16.79%2/1/2025
NuNu (NU)
0.07%0%5.57%2/1/2025
FordFord (F)
0.07%0%7.21%2/1/2025
First SolarFirst Solar (FSLR)
0.06%0%7.66%2/1/2025
TeslaTesla (TSLA)
0.05%0%6.02%4/29/2024
Ross StoresRoss Stores (ROST)
0.05%0%4.84%12/16/2024
AirbnbAirbnb (ABNB)
0.04%0%1.28%3/15/2022
SalesforceSalesforce (CRM)
0.03%0%6.75%8/13/2024
BancolombiaBancolombia (CIB)
0.03%0%4.74%1/19/2024
NioNio (NIO)
0.02%0%4.47%6/2/2022
ExpediaExpedia (EXPE)
0.02%0%3.1%6/13/2024
BayerBayer (BAYN.DE)
0.02%0%3.65%3/25/2024
Procter & GambleProcter & Gamble (PG)
0.02%0%3.19%2/26/2024
ShopifyShopify (SHOP)
0.02%0%3.47%5/6/2022
MastercardMastercard (MA)
0.01%0%0.27%1/3/2022
FedExFedEx (FDX)
0.01%0%1.37%11/2/2023
AdidasAdidas (ADS.DE)
0.01%0%2.28%2/26/2024
MercadoLibreMercadoLibre (MELI)
0.01%0%0.46%2/15/2022
IntelIntel (INTC)
0.01%0%1.28%10/3/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0%0%0.91%10/30/2023
McDonald'sMcDonald's (MCD)
0%0%0.82%10/19/2023
Shiba (in millions)Shiba (in millions) (SHIBxM)
0%0%0.18%1/26/2022
ZalandoZalando (ZAL.DE)
0%0%0.64%2/29/2024
MicronMicron (MU)
0%0%0.55%1/8/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NVIDIANVIDIA (NVDA)
      		4.28%29.15%
      OccidentalOccidental (OXY)
      		7.49%5.35%
      PfizerPfizer (PFE)
      		6.15%4.51%
      AlphabetAlphabet (GOOG)
      		3.75%4.46%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		6.15%4.3%
      AppleApple (AAPL)
      		2.68%3.85%
      CVS HealthCVS Health (CVS)
      		4.28%2.86%
      PepsiCoPepsiCo (PEP)
      		4.01%2.76%
      NikeNike (NKE)
      		4.01%2.68%
      Realty IncomeRealty Income (O)
      		3.48%2.41%
      PorschePorsche (P911.DE)
      		3.48%2.17%
      AdobeAdobe (ADBE)
      		2.94%2.01%
      NuNu (NU)
      		2.41%1.59%
      EcopetrolEcopetrol (EC)
      		2.14%1.35%
      FordFord (F)
      		1.87%1.32%
      First SolarFirst Solar (FSLR)
      		1.07%0.72%
      MicrosoftMicrosoft (MSFT)
      		0.54%0.65%
      HumanaHumana (HUM)
      		0.54%0.31%

      Cash Exposure Over Time

      Cash Exposure % Over Time