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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
27 instruments
July 18, 2025
Average
35.2 instruments

Most Consistent Holdings

Top 5

avatarGOOG
100%
avatarMSFT
100%
avatarAMZN
100%
avatarBABA
100%
avatarBAYN.DE
100%

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

Finance
16.73%
Technology Services
16.5%
Health Technology
9.5%
Electronic Technology
9.46%
Consumer Non Durables
8.2%

Top Countries

Top 5

🇺🇸United States
68.38%
🇬🇧United Kingdom
6.42%
🇨🇳China
5.36%
🇦🇺Australia
2.72%
🇩🇪Germany
2.03%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
5.94%6.01%100%-
NVIDIANVIDIA (NVDA)
5.01%0%55.06%6/26/2024
AMDAMD (AMD)
4.45%4.65%100%-
VertexVertex (VRTX)
4.41%3.95%100%-
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
4.3%9.16%44.42%-
AlphabetAlphabet (GOOG)
4.05%5.26%100%-
Coca-Cola EuropacificCoca-Cola Europacific (CCEP)
4.02%4.03%100%-
AmazonAmazon (AMZN)
3.56%4.29%100%-
BHPBHP (BHP)
2.72%1.77%100%-
IIPRIIPR (IIPR)
2.71%1.49%87.19%-
EAEA (EA)
2.68%0%89.88%5/30/2025
UWMUWM (UWMC)
2.45%0%52.27%5/30/2024
Take-TwoTake-Two (TTWO)
2.36%4.06%70.97%-
BarclaysBarclays (BCS)
2.29%0%67.15%1/21/2025
Wells FargoWells Fargo (WFC)
2.28%5.26%44.83%-
Tyson FoodsTyson Foods (TSN)
2.21%0%80.79%3/3/2025
BayerBayer (BAYN.DE)
2.03%1.72%100%-
CorebridgeCorebridge (CRBG)
1.81%0%53.1%1/2/2025
AltriaAltria (MO)
1.69%2.93%62.19%-
FedExFedEx (FDX)
1.62%0%37.09%1/2/2024
AlibabaAlibaba (BABA)
1.54%1.77%100%-
TencentTencent (0700.HK)
1.41%3.97%44.73%-
PfizerPfizer (PFE)
1.36%1.6%64.15%-
Ellington FinancialEllington Financial (EFC)
1.33%1.97%61.47%-
Daqo New EnergyDaqo New Energy (DQ)
1.29%0%60.02%8/23/2024
SinclairSinclair (SBGI)
1.17%0%38.53%1/16/2024
DouyuDouyu (DOYU)
1.13%0.55%100%-
SK TelecomSK Telecom (SKM)
1.08%0%52.89%6/5/2024
EverestEverest (EG)
1.07%2.42%38.22%-
GMGM (GM)
1.07%0%22.83%2/3/2025
Louisiana-PacificLouisiana-Pacific (LPX)
1.05%0%37.71%1/8/2024
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
1%0%29.03%10/16/2023
Enterprise ProductsEnterprise Products (EPD)
1%3.61%24.9%-
MohawkMohawk (MHK)
0.98%0%29.86%10/24/2023
BMOBMO (BMO)
0.97%0%42.46%7/23/2025
MatadorMatador (MTDR)
0.89%0%37.6%1/3/2025
ComcastComcast (CMCSA)
0.89%3.4%23.24%-
LennarLennar (LEN)
0.89%3.73%25.31%-
FordFord (F)
0.85%0%43.08%7/23/2025
Global PartnersGlobal Partners (GLP)
0.8%0%23.35%12/20/2023
Jazz PharmaceuticalsJazz Pharmaceuticals (JAZZ)
0.79%0%36.16%12/20/2024
CivitasCivitas (CIVI)
0.78%0%36.16%12/20/2024
StellarStellar (XLM)
0.75%0%70.35%11/22/2024
BancorpBancorp (TBBK)
0.74%0%23.66%1/6/2025
EthereumEthereum (ETH)
0.71%0.88%100%-
Raymond JamesRaymond James (RJF)
0.64%0%16.63%8/12/2025
Gray TelevisionGray Television (GTN)
0.61%0%21.18%4/8/2024
PhilipsPhilips (PHG)
0.56%0%12.19%5/4/2023
Vital EnergyVital Energy (VTLE)
0.49%0%13.64%7/25/2023
BuckleBuckle (BKE)
0.46%5.21%10.43%-
Group 1 AutomotiveGroup 1 Automotive (GPI)
0.46%0%13.84%1/2/2024
SoFiSoFi (SOFI)
0.44%0%21.49%7/31/2023
UHSUHS (UHS)
0.39%0%9.4%4/3/2025
Owens CorningOwens Corning (OC)
0.39%0%9.4%4/4/2023
CenteneCentene (CNC)
0.36%3.44%9.81%-
AvalancheAvalanche (AVAX)
0.35%0%36.16%8/18/2025
TechnipFMCTechnipFMC (FTI)
0.35%0%8.78%5/27/2025
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.3%0%10.23%7/5/2023
StoneCoStoneCo (STNE)
0.29%0%37.09%1/2/2024
TD SynnexTD Synnex (SNX.US)
0.29%0%12.4%5/4/2023
Domino'sDomino's (DPZ)
0.27%2.69%10.12%-
HologicHologic (HOLX)
0.24%0%5.89%5/30/2025
ApeCoinApeCoin (APE)
0.23%0.11%100%-
Molson CoorsMolson Coors (TAP)
0.17%3.54%4.55%-
VermilionVermilion (VET.US)
0.17%0%4.75%9/13/2023
XRPXRP (XRP)
0.16%0%70.35%11/22/2024
Terra ClassicTerra Classic (LUNC)
0.15%0.05%98.24%-
LitecoinLitecoin (LTC)
0.14%0.13%99.9%-
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.14%0%16.01%6/8/2023
HersheyHershey (HSY)
0.11%0%2.48%2/27/2025
Anglo AmericanAnglo American (AAL.L)
0.11%0%3.82%5/15/2024
RegeneronRegeneron (REGN)
0.11%0%8.57%3/27/2023
HeliumHelium (HNT)
0.1%0.2%29.34%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.1%0%8.06%3/22/2023
ZIMZIM (ZIM)
0.1%0%2.79%8/1/2023
EdisonEdison (EIX)
0.09%3.62%2.48%-
CardanoCardano (ADA)
0.09%0%36.98%1/3/2025
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.08%0.18%29.65%-
ArbitrumArbitrum (ARB)
0.07%0.21%29.34%-
MetaMeta (META)
0.05%0%1.03%1/11/2023
U.S. SteelU.S. Steel (X)
0.04%0%1.34%8/14/2023
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
0.03%1.83%1.65%-
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)
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