LuciusII avatar

LuciusII
🇭🇷 Value Investor.
13 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
99.91%
avatarMSFT
99.91%
avatarAMZN
99.91%
avatarBABA
99.91%
avatarBAYN.DE
99.91%

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
16.77%
Finance
15.31%
Health Technology
9.31%
Electronic Technology
9.14%
Consumer Non Durables
8.33%

Top Countries

Top 5

🇺🇸United States
68.16%
🇬🇧United Kingdom
6.22%
🇨🇳China
5.48%
🇦🇺Australia
2.64%
🇩🇪Germany
2.01%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
5.93%5.66%99.91%-
SPDR Bloomberg 1-3 Month T-Bill ETFSPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
4.68%8.62%48.96%-
NVIDIANVIDIA (NVDA)
4.58%0%50.38%6/26/2024
AMDAMD (AMD)
4.55%5.88%99.91%-
VertexVertex (VRTX)
4.37%4.29%99.91%-
AlphabetAlphabet (GOOG)
4.2%6.83%99.91%-
Coca-Cola EuropacificCoca-Cola Europacific (CCEP)
4.02%4.07%99.91%-
AmazonAmazon (AMZN)
3.61%4.16%99.91%-
BHPBHP (BHP)
2.64%1.74%99.91%-
IIPRIIPR (IIPR)
2.59%1.27%88.09%-
Wells FargoWells Fargo (WFC)
2.52%5.39%49.34%-
Take-TwoTake-Two (TTWO)
2.51%3.86%73.35%-
EAEA (EA)
2.45%0%82.23%5/30/2025
UWMUWM (UWMC)
2.24%0%47.83%5/30/2024
BarclaysBarclays (BCS)
2.1%0%61.44%1/21/2025
Tyson FoodsTyson Foods (TSN)
2.02%0%73.91%3/3/2025
BayerBayer (BAYN.DE)
2.01%2.17%99.91%-
AltriaAltria (MO)
1.77%2.42%65.22%-
CorebridgeCorebridge (CRBG)
1.66%0%48.58%1/2/2025
TencentTencent (0700.HK)
1.64%4.02%49.34%-
AlibabaAlibaba (BABA)
1.59%2.01%99.91%-
FedExFedEx (FDX)
1.48%0%33.93%1/2/2024
PfizerPfizer (PFE)
1.38%1.57%67.01%-
Ellington FinancialEllington Financial (EFC)
1.37%1.85%64.65%-
Enterprise ProductsEnterprise Products (EPD)
1.2%3.43%31.1%-
Daqo New EnergyDaqo New Energy (DQ)
1.18%0%54.91%8/23/2024
EverestEverest (EG)
1.17%2.07%43.38%-
DouyuDouyu (DOYU)
1.07%0.47%99.91%-
SinclairSinclair (SBGI)
1.07%0%35.26%1/16/2024
ComcastComcast (CMCSA)
1.05%2.58%29.58%-
SK TelecomSK Telecom (SKM)
0.99%0%48.39%6/5/2024
GMGM (GM)
0.98%0%20.89%2/3/2025
Louisiana-PacificLouisiana-Pacific (LPX)
0.96%0%34.5%1/8/2024
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.91%0%26.56%10/16/2023
MohawkMohawk (MHK)
0.89%0%27.32%10/24/2023
BMOBMO (BMO)
0.89%0%38.85%7/23/2025
BuckleBuckle (BKE)
0.83%4.68%17.96%-
LennarLennar (LEN)
0.82%0%23.44%9/8/2025
MatadorMatador (MTDR)
0.82%0%34.4%1/3/2025
FordFord (F)
0.77%0%39.41%7/23/2025
Global PartnersGlobal Partners (GLP)
0.74%0%21.36%12/20/2023
Jazz PharmaceuticalsJazz Pharmaceuticals (JAZZ)
0.73%0%33.08%12/20/2024
EthereumEthereum (ETH)
0.72%0.62%99.81%-
CivitasCivitas (CIVI)
0.71%0%33.08%12/20/2024
StellarStellar (XLM)
0.69%0%64.37%11/22/2024
BancorpBancorp (TBBK)
0.68%0%21.64%1/6/2025
CenteneCentene (CNC)
0.67%4.38%17.3%-
Raymond JamesRaymond James (RJF)
0.58%0%15.22%8/12/2025
Gray TelevisionGray Television (GTN)
0.55%0%19.38%4/8/2024
PhilipsPhilips (PHG)
0.51%0%11.15%5/4/2023
Domino'sDomino's (DPZ)
0.45%2.36%17.67%-
Vital EnergyVital Energy (VTLE)
0.45%0%12.48%7/25/2023
Molson CoorsMolson Coors (TAP)
0.42%3.07%12.48%-
Group 1 AutomotiveGroup 1 Automotive (GPI)
0.42%0%12.67%1/2/2024
SoFiSoFi (SOFI)
0.41%0%19.66%7/31/2023
EdisonEdison (EIX)
0.39%3.53%10.68%-
UHSUHS (UHS)
0.36%0%8.6%4/3/2025
Owens CorningOwens Corning (OC)
0.35%0%8.6%4/4/2023
AvalancheAvalanche (AVAX)
0.32%0%33.08%8/18/2025
TechnipFMCTechnipFMC (FTI)
0.32%0%8.03%5/27/2025
PagseguroPagseguro (PAGS)
0.29%3.78%8.03%-
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.28%0%9.36%7/5/2023
StoneCoStoneCo (STNE)
0.27%0%33.93%1/2/2024
TD SynnexTD Synnex (SNX.US)
0.26%0%11.34%5/4/2023
ApeCoinApeCoin (APE)
0.22%0.05%99.91%-
HologicHologic (HOLX)
0.22%0%5.39%5/30/2025
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
0.18%1.71%9.92%-
VermilionVermilion (VET.US)
0.15%0%4.35%9/13/2023
XRPXRP (XRP)
0.15%0%64.37%11/22/2024
Terra ClassicTerra Classic (LUNC)
0.14%0%96.31%11/13/2025
LitecoinLitecoin (LTC)
0.14%0.09%99.72%-
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.13%0%14.65%6/8/2023
HeliumHelium (HNT)
0.11%0.17%35.26%-
HersheyHershey (HSY)
0.1%0%2.27%2/27/2025
Anglo AmericanAnglo American (AAL.L)
0.1%0%3.5%5/15/2024
RegeneronRegeneron (REGN)
0.1%0%7.84%3/27/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.09%0%7.37%3/22/2023
ZIMZIM (ZIM)
0.09%0%2.55%8/1/2023
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.08%0.12%35.44%-
CardanoCardano (ADA)
0.08%0%33.84%1/3/2025
ArbitrumArbitrum (ARB)
0.08%0.09%35.26%-
MetaMeta (META)
0.05%0%0.95%1/11/2023
U.S. SteelU.S. Steel (X)
0.04%0%1.23%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 1-3 Month T-Bill ETFSPDR Bloomberg 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