Julian0585 avatar

Julian0585
🇷🇴 Multi-Strategy Financial Services 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
July 2, 2025
Lowest Cash
May 10, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
53 instruments
January 7, 2023
Least Diversified
26 instruments
December 11, 2024
Average
37.8 instruments

Most Consistent Holdings

Top 5

avatarBAC
100%
avatarDIS
100%
avatarHD
100%
avatarJNJ
100%
avatarJPM
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
May 10, 2023
Lowest Exposure
July 2, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
44.5%
Consumer Non Durables
12.6%
Health Technology
11.72%
Technology Services
10.28%
Electronic Technology
8.09%

Top Countries

Top 5

🇺🇸United States
89.76%
🇳🇱Netherlands
5.22%
🇬🇧United Kingdom
0.86%
🇨🇳China
0.72%
🇨🇭Switzerland
0.67%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
9.32%0.22%99.68%-
JPMorganJPMorgan (JPM)
6.88%10.87%100%-
Realty IncomeRealty Income (O)
6.75%8.17%100%-
MastercardMastercard (MA)
6.2%8.17%100%-
VisaVisa (V)
6.08%8.06%100%-
AbbVieAbbVie (ABBV)
5.52%5.95%100%-
INGING (INGA.NV)
5.19%8.84%100%-
Bank of AmericaBank of America (BAC)
5.03%6.27%100%-
VICI PropertiesVICI Properties (VICI)
4.93%5.78%100%-
MerckMerck (MRK)
3.98%2.85%100%-
Home DepotHome Depot (HD)
3.79%3.99%100%-
SimonSimon (SPG)
3.43%3.93%100%-
Procter & GambleProcter & Gamble (PG)
3.33%3.33%100%-
ColgateColgate (CL)
3.25%3.68%100%-
Coca-ColaCoca-Cola (KO)
2.35%2.95%100%-
QualcommQualcomm (QCOM)
2.32%0%57.39%11/25/2024
PepsiCoPepsiCo (PEP)
2.28%0.7%100%-
BroadcomBroadcom (AVGO)
1.84%0%39.7%2/22/2024
CorningCorning (GLW)
1.84%0%60.09%7/31/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
1.55%0.57%100%-
NextEraNextEra (NEE)
1.39%0.92%100%-
TeslaTesla (TSLA)
1.37%2.16%94.82%-
Union PacificUnion Pacific (UNP)
1.16%0.78%100%-
SkyworksSkyworks (SWKS)
1.13%0.69%100%-
DisneyDisney (DIS)
0.95%0.78%100%-
UnileverUnilever (ULVR.L)
0.86%0%56.2%6/14/2024
AlibabaAlibaba (BABA)
0.72%0.73%100%-
RocheRoche (ROG.ZU)
0.67%0.5%100%-
AmazonAmazon (AMZN)
0.59%2.06%94.71%-
AppleApple (AAPL)
0.46%0%66.88%2/14/2025
NikeNike (NKE)
0.45%0.31%100%-
AlphabetAlphabet (GOOG)
0.41%0%43.26%3/18/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.3%0%39.81%1/12/2024
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.26%0%44.23%2/22/2024
Invesco QQQInvesco QQQ (QQQ)
0.25%0%36.57%12/13/2023
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
0.19%0%36.57%12/13/2023
NetflixNetflix (NFLX)
0.18%0%56.63%6/18/2024
CloudflareCloudflare (NET)
0.16%0%63.97%12/2/2024
AlphabetAlphabet (GOOGL)
0.16%0.28%48.76%-
BoeingBoeing (BA)
0.15%0%21.9%7/26/2023
VerizonVerizon (VZ)
0.15%0%31.28%10/25/2023
IntelIntel (INTC)
0.13%0%34.09%11/20/2023
Canadian SolarCanadian Solar (CSIQ)
0.12%0%92.77%5/20/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.11%0%42.83%2/9/2024
SunrunSunrun (RUN)
0.09%0%59.98%7/19/2024
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.08%0%40.45%1/23/2024
Beyond MeatBeyond Meat (BYND)
0.07%0%62.68%8/13/2024
AdobeAdobe (ADBE)
0.06%0%34.09%11/20/2023
SunPowerSunPower (SPWRQ)
0.05%0%59.98%7/19/2024
EngieEngie (ENGI.PA)
0.03%0%14.35%5/17/2023
AirbusAirbus (AIR.PA)
0.02%0%14.35%5/17/2023
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
0.02%0%15.32%5/26/2023
MetaMeta (META)
0.01%0%13.7%5/9/2024
SalesforceSalesforce (CRM)
0%0%3.24%2/1/2023
McDonald'sMcDonald's (MCD)
0%0%0.65%7/18/2024
NVIDIANVIDIA (NVDA)
0%0%0.22%1/28/2025
CrowdstrikeCrowdstrike (CRWD)
0%0%0.11%1/18/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MicrosoftMicrosoft (MSFT)
8.35%10.88%
JPMorganJPMorgan (JPM)
7.48%9.78%
MastercardMastercard (MA)
6.9%8.2%
VisaVisa (V)
6.86%8.03%
Realty IncomeRealty Income (O)
10.06%7.65%
Bank of AmericaBank of America (BAC)
6.28%6.67%
INGING (INGA.NV)
6.32%6.53%
AbbVieAbbVie (ABBV)
5.44%6.31%
VICI PropertiesVICI Properties (VICI)
7.06%5.79%
Home DepotHome Depot (HD)
4.9%5.01%
SimonSimon (SPG)
4.49%4.86%
MerckMerck (MRK)
4.65%4.01%
ColgateColgate (CL)
3.99%3.87%
Procter & GambleProcter & Gamble (PG)
3.86%3.85%
Coca-ColaCoca-Cola (KO)
3.32%2.9%
SkyworksSkyworks (SWKS)
1.91%0.92%
DisneyDisney (DIS)
1.5%0.88%
Johnson & JohnsonJohnson & Johnson (JNJ)
1.12%0.83%
AlibabaAlibaba (BABA)
1.7%0.67%
PepsiCoPepsiCo (PEP)
0.83%0.61%
RocheRoche (ROG.ZU)
0.87%0.57%
NextEraNextEra (NEE)
0.62%0.46%
NikeNike (NKE)
0.75%0.42%
Union PacificUnion Pacific (UNP)
0.33%0.26%
Canadian SolarCanadian Solar (CSIQ)
0.29%0.05%
AlphabetAlphabet (GOOGL)
0.04%0.04%
AmazonAmazon (AMZN)
0.04%0.03%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments