LuciusII avatar

LuciusII
🇭🇷 Value Financial Services Investor.
11 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
June 27, 2024
Lowest Cash
January 7, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
38 instruments
November 26, 2024
Least Diversified
0 instruments
October 20, 2025
Average
35.2 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.9%
avatarMSFT
99.9%
avatarAMZN
99.9%
avatarBABA
99.9%
avatarBAYN.DE
99.9%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 7, 2023
Lowest Exposure
June 27, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
16.63%
Finance
16.46%
Health Technology
9.39%
Electronic Technology
9.26%
Consumer Non Durables
8.28%

Top Countries

Top 5

🇺🇸United States
68.24%
🇬🇧United Kingdom
6.31%
🇨🇳China
5.42%
🇦🇺Australia
2.68%
🇩🇪Germany
2.02%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
5.94%0%99.9%10/19/2025
NVIDIANVIDIA (NVDA)
4.79%0%52.62%6/26/2024
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
4.5%0%46.79%10/19/2025
AMDAMD (AMD)
4.47%0%99.9%10/19/2025
VertexVertex (VRTX)
4.38%0%99.9%10/19/2025
AlphabetAlphabet (GOOG)
4.11%0%99.9%10/19/2025
Coca-Cola EuropacificCoca-Cola Europacific (CCEP)
4.02%0%99.9%10/19/2025
AmazonAmazon (AMZN)
3.58%0%99.9%10/19/2025
BHPBHP (BHP)
2.68%0%99.9%10/19/2025
IIPRIIPR (IIPR)
2.65%0%87.66%10/19/2025
EAEA (EA.RTH.)
2.56%0%85.88%5/30/2025
Take-TwoTake-Two (TTWO)
2.44%0%72.16%10/19/2025
Wells FargoWells Fargo (WFC)
2.4%0%47.19%10/19/2025
UWMUWM (UWMC)
2.34%0%49.95%5/30/2024
BarclaysBarclays (BCS)
2.19%0%64.17%1/21/2025
Tyson FoodsTyson Foods (TSN)
2.11%0%77.2%3/3/2025
BayerBayer (BAYN.DE)
2.02%0%99.9%10/19/2025
AltriaAltria (MO)
1.74%0%63.77%10/19/2025
CorebridgeCorebridge (CRBG)
1.73%0%50.74%1/2/2025
AlibabaAlibaba (BABA)
1.56%0%99.9%10/19/2025
FedExFedEx (FDX)
1.55%0%35.44%1/2/2024
TencentTencent (0700.HK)
1.53%0%47.09%10/19/2025
PfizerPfizer (PFE)
1.37%0%65.65%10/19/2025
Ellington FinancialEllington Financial (EFC)
1.35%0%63.08%10/19/2025
Daqo New EnergyDaqo New Energy (DQ)
1.23%0%57.35%8/23/2024
EverestEverest (EG)
1.13%0%40.87%10/19/2025
SinclairSinclair (SBGI)
1.12%0%36.82%1/16/2024
Enterprise ProductsEnterprise Products (EPD)
1.1%0%28.13%10/19/2025
DouyuDouyu (DOYU)
1.1%0%99.9%10/19/2025
SK TelecomSK Telecom (SKM)
1.04%0%50.54%6/5/2024
GMGM (GM)
1.03%0%21.82%2/3/2025
Louisiana-PacificLouisiana-Pacific (LPX)
1%0%36.03%1/8/2024
ComcastComcast (CMCSA.RTH.)
0.98%0%26.55%10/19/2025
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.95%0%27.74%10/16/2023
MohawkMohawk (MHK)
0.93%0%28.53%10/24/2023
BMOBMO (BMO)
0.93%0%40.57%7/23/2025
LennarLennar (LEN)
0.86%0%24.48%9/8/2025
MatadorMatador (MTDR)
0.85%0%35.93%1/3/2025
FordFord (F)
0.81%0%41.16%7/23/2025
Global PartnersGlobal Partners (GLP)
0.77%0%22.31%12/20/2023
Jazz PharmaceuticalsJazz Pharmaceuticals (JAZZ)
0.76%0%34.55%12/20/2024
CivitasCivitas (CIVI)
0.74%0%34.55%12/20/2024
EthereumEthereum (ETH)
0.72%0%99.9%10/19/2025
StellarStellar (XLM)
0.72%0%67.23%11/22/2024
BancorpBancorp (TBBK)
0.71%0%22.61%1/6/2025
BuckleBuckle (BKE)
0.66%0%14.31%10/19/2025
Raymond JamesRaymond James (RJF)
0.61%0%15.89%8/12/2025
Gray TelevisionGray Television (GTN)
0.58%0%20.24%4/8/2024
PhilipsPhilips (PHG)
0.54%0%11.65%5/4/2023
CenteneCentene (CNC)
0.52%0%13.72%10/19/2025
Vital EnergyVital Energy (VTLE)
0.47%0%13.03%7/25/2023
Group 1 AutomotiveGroup 1 Automotive (GPI)
0.44%0%13.23%1/2/2024
SoFiSoFi (SOFI)
0.42%0%20.53%7/31/2023
UHSUHS (UHS)
0.37%0%8.98%4/3/2025
Owens CorningOwens Corning (OC)
0.37%0%8.98%4/4/2023
Domino'sDomino's (DPZ)
0.37%0%14.02%10/19/2025
AvalancheAvalanche (AVAX)
0.34%0%34.55%8/18/2025
TechnipFMCTechnipFMC (FTI)
0.33%0%8.39%5/27/2025
Molson CoorsMolson Coors (TAP)
0.3%0%8.69%10/19/2025
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.29%0%9.77%7/5/2023
StoneCoStoneCo (STNE)
0.28%0%35.44%1/2/2024
TD SynnexTD Synnex (SNX.US)
0.27%0%11.85%5/4/2023
EdisonEdison (EIX)
0.24%0%6.71%10/19/2025
ApeCoinApeCoin (APE)
0.23%0%99.9%10/19/2025
HologicHologic (HOLX)
0.23%0%5.63%5/30/2025
VermilionVermilion (VET.US)
0.16%0%4.54%9/13/2023
XRPXRP (XRP)
0.15%0%67.23%11/22/2024
PagseguroPagseguro (PAGS)
0.15%0%4.05%10/19/2025
Terra ClassicTerra Classic (LUNC)
0.15%0%98.22%10/19/2025
LitecoinLitecoin (LTC)
0.14%0%99.8%10/19/2025
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.13%0%15.3%6/8/2023
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
0.11%0%5.92%10/19/2025
HeliumHelium (HNT)
0.11%0%32.38%10/19/2025
HersheyHershey (HSY)
0.11%0%2.37%2/27/2025
Anglo AmericanAnglo American (AAL.L)
0.1%0%3.65%5/15/2024
RegeneronRegeneron (REGN.RTH.)
0.1%0%8.19%3/27/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.09%0%7.7%3/22/2023
ZIMZIM (ZIM)
0.09%0%2.67%8/1/2023
CardanoCardano (ADA)
0.08%0%35.34%1/3/2025
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.08%0%32.68%10/19/2025
ArbitrumArbitrum (ARB)
0.07%0%32.38%10/19/2025
MetaMeta (META)
0.05%0%0.99%1/11/2023
U.S. SteelU.S. Steel (X)
0.04%0%1.28%8/14/2023
FlareFlare (FLR)
0%0%0%-

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)
12.52%10.64%
MicrosoftMicrosoft (MSFT)
3.51%5.79%
Wells FargoWells Fargo (WFC)
5.01%5.26%
GMGM (GM)
5.01%4.98%
AlphabetAlphabet (GOOG)
3%4.55%
AmazonAmazon (AMZN)
3%4.2%
VertexVertex (VRTX)
3.25%4.03%
Coca-Cola EuropacificCoca-Cola Europacific (CCEP)
3.25%3.94%
BarclaysBarclays (BCS)
2.5%3.82%
AMDAMD (AMD)
3.25%3.8%
Take-TwoTake-Two (TTWO)
3.25%3.47%
CorebridgeCorebridge (CRBG)
2.5%3.36%
BancorpBancorp (TBBK)
2.5%3.33%
EverestEverest (EG)
3.76%2.96%
EAEA (EA.RTH.)
3%2.93%
TencentTencent (0700.HK)
3%2.86%
AltriaAltria (MO)
2.5%2.68%
Tyson FoodsTyson Foods (TSN)
3.76%2.68%
BMOBMO (BMO)
2.5%2.36%
MatadorMatador (MTDR)
2.5%2.07%
IIPRIIPR (IIPR)
2.5%2.05%
Ellington FinancialEllington Financial (EFC)
2.5%2.03%
PfizerPfizer (PFE)
2.5%2.01%
FordFord (F)
2.5%1.82%
BHPBHP (BHP)
2.5%1.81%
AlibabaAlibaba (BABA)
1.38%1.33%
BayerBayer (BAYN.DE)
3%1.16%
DouyuDouyu (DOYU)
1.35%0.93%
EthereumEthereum (ETH)
0.13%0.79%
HeliumHelium (HNT)
0.5%0.4%
ArbitrumArbitrum (ARB)
0.5%0.35%
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.5%0.35%
CardanoCardano (ADA)
0.25%0.34%
ApeCoinApeCoin (APE)
0.5%0.26%
Terra ClassicTerra Classic (LUNC)
0.25%0.13%
LitecoinLitecoin (LTC)
0.39%0.13%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments