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LuciusII
🇭🇷 Value 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
33 instruments
January 2, 2023
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
16.88%
Technology Services
16.29%
Electronic Technology
9.96%
Health Technology
9.72%
Consumer Non Durables
8.11%

Top Countries

Top 5

🇺🇸United States
68.33%
🇬🇧United Kingdom
6.62%
🇨🇳China
5.29%
🇦🇺Australia
2.83%
🇩🇪Germany
2.07%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
5.92%6.01%100%-
NVIDIANVIDIA (NVDA)
5.52%0%60.71%6/26/2024
VertexVertex (VRTX)
4.45%4.19%100%-
AMDAMD (AMD)
4.43%3.62%100%-
AlphabetAlphabet (GOOG)
4.01%4.28%100%-
Coca-Cola EuropacificCoca-Cola Europacific (CCEP)
3.98%4.46%100%-
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
3.76%9.91%38.72%-
AmazonAmazon (AMZN)
3.5%4.2%100%-
EAEA (EA)
2.96%0%99.09%5/30/2025
IIPRIIPR (IIPR)
2.83%1.58%85.88%-
BHPBHP (BHP)
2.83%1.71%100%-
UWMUWM (UWMC)
2.7%0%57.63%5/30/2024
BarclaysBarclays (BCS)
2.53%0%74.03%1/21/2025
Tyson FoodsTyson Foods (TSN)
2.43%0%89.07%3/3/2025
Take-TwoTake-Two (TTWO)
2.18%4.27%68%-
BayerBayer (BAYN.DE)
2.07%1.54%100%-
CorebridgeCorebridge (CRBG)
2%0%58.54%1/2/2025
Wells FargoWells Fargo (WFC)
1.97%5.32%39.29%-
FedExFedEx (FDX)
1.79%0%40.89%1/2/2024
AltriaAltria (MO)
1.58%2.83%58.43%-
AlibabaAlibaba (BABA)
1.52%1.74%100%-
Daqo New EnergyDaqo New Energy (DQ)
1.42%0%66.17%8/23/2024
PfizerPfizer (PFE)
1.33%1.65%60.59%-
SinclairSinclair (SBGI)
1.29%0%42.48%1/16/2024
Ellington FinancialEllington Financial (EFC)
1.26%1.98%57.52%-
SK TelecomSK Telecom (SKM)
1.19%0%58.31%6/5/2024
DouyuDouyu (DOYU)
1.18%0.53%100%-
GMGM (GM)
1.18%0%25.17%2/3/2025
TencentTencent (0700.HK)
1.16%3.71%39.07%-
Louisiana-PacificLouisiana-Pacific (LPX)
1.16%0%41.57%1/8/2024
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
1.1%0%32%10/16/2023
MohawkMohawk (MHK)
1.08%0%32.92%10/24/2023
MatadorMatador (MTDR)
0.98%0%41.46%1/3/2025
BMOBMO (BMO)
0.95%2.45%41.69%-
EverestEverest (EG)
0.93%2.63%31.89%-
Global PartnersGlobal Partners (GLP)
0.89%0%25.74%12/20/2023
Jazz PharmaceuticalsJazz Pharmaceuticals (JAZZ)
0.88%0%39.86%12/20/2024
CivitasCivitas (CIVI)
0.86%0%39.86%12/20/2024
FordFord (F)
0.84%1.76%42.37%-
StellarStellar (XLM)
0.83%0%77.56%11/22/2024
BancorpBancorp (TBBK)
0.82%0%26.08%1/6/2025
Enterprise ProductsEnterprise Products (EPD)
0.72%3.86%17.31%-
EthereumEthereum (ETH)
0.71%0.54%100%-
Gray TelevisionGray Television (GTN)
0.67%0%23.35%4/8/2024
LennarLennar (LEN)
0.64%3.17%17.65%-
PhilipsPhilips (PHG)
0.62%0%13.44%5/4/2023
ComcastComcast (CMCSA)
0.62%3.76%15.49%-
Vital EnergyVital Energy (VTLE)
0.54%0%15.03%7/25/2023
Group 1 AutomotiveGroup 1 Automotive (GPI)
0.5%0%15.26%1/2/2024
SoFiSoFi (SOFI)
0.49%0%23.69%7/31/2023
UHSUHS (UHS)
0.43%0%10.36%4/3/2025
Owens CorningOwens Corning (OC)
0.43%0%10.36%4/4/2023
Raymond JamesRaymond James (RJF)
0.41%3.75%10.93%-
TechnipFMCTechnipFMC (FTI)
0.38%0%9.68%5/27/2025
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.34%0%11.28%7/5/2023
StoneCoStoneCo (STNE)
0.33%0%40.89%1/2/2024
AvalancheAvalanche (AVAX)
0.32%0.78%31.66%-
TD SynnexTD Synnex (SNX.US)
0.31%0%13.67%5/4/2023
HologicHologic (HOLX)
0.26%0%6.49%5/30/2025
ApeCoinApeCoin (APE)
0.25%0.14%100%-
VermilionVermilion (VET.US)
0.18%0%5.24%9/13/2023
XRPXRP (XRP)
0.18%0%77.56%11/22/2024
Terra ClassicTerra Classic (LUNC)
0.16%0.06%98.06%-
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.15%0%17.65%6/8/2023
LitecoinLitecoin (LTC)
0.14%0.11%100%-
HersheyHershey (HSY)
0.12%0%2.73%2/27/2025
Anglo AmericanAnglo American (AAL.L)
0.12%0%4.21%5/15/2024
RegeneronRegeneron (REGN)
0.12%0%9.45%3/27/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.11%0%8.88%3/22/2023
ZIMZIM (ZIM)
0.11%0%3.08%8/1/2023
CardanoCardano (ADA)
0.1%0%40.77%1/3/2025
HeliumHelium (HNT)
0.09%0.27%22.1%-
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.06%0.19%22.44%-
MetaMeta (META)
0.06%0%1.14%1/11/2023
ArbitrumArbitrum (ARB)
0.06%0.15%22.1%-
BuckleBuckle (BKE)
0.05%4.06%1.25%-
U.S. SteelU.S. Steel (X)
0.04%0%1.48%8/14/2023
Domino'sDomino's (DPZ)
0.03%4.01%0.91%-
CenteneCentene (CNC)
0.02%3.97%0.57%-
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