Luisvib avatar

Luisvib
🇪🇸 Value Healthcare and Retail Investor.
507 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
January 31, 2023
Lowest Cash
March 16, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
21 instruments
September 26, 2023
Least Diversified
0 instruments
January 31, 2023
Average
16.2 instruments

Most Consistent Holdings

Top 5

avatarJNJ
90.94%
avatarCVS
90.61%
avatarJD.US
90.17%
avatarPYPL
90.17%
avatarELV
90.17%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 16, 2023
Lowest Exposure
January 31, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Health Services
25.3%
Retail Trade
17.72%
Finance
14.04%
Consumer Non Durables
10.23%
Commercial Services
8.12%

Top Countries

Top 5

🇺🇸United States
71.4%
🇨🇳China
15.45%
🇫🇷France
2.8%
🇮🇪Ireland
2.11%
🇨🇭Switzerland
1.32%

Holdings over time

(Since November 16, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
CVS HealthCVS Health (CVS)
9.92%8.43%90.61%-
Elevance HealthElevance Health (ELV)
9.25%12.94%90.17%-
AlibabaAlibaba (BABA)
8.45%11.57%89.52%-
PayPalPayPal (PYPL)
7.85%7.28%90.17%-
Bank of AmericaBank of America (BAC)
6.45%0%41.27%3/21/2024
JD.comJD.com (JD.US)
5.87%3.35%90.17%-
Kraft HeinzKraft Heinz (KHC)
4.75%3%90.17%-
UnitedHealthUnitedHealth (UNH)
4.33%13.1%38.97%-
CharterCharter (CHTR)
3.75%0.41%56.22%-
AlphabetAlphabet (GOOG)
3.41%11.97%40.39%-
Johnson & JohnsonJohnson & Johnson (JNJ)
2.83%0%90.94%3/25/2025
KeringKering (KER.PA)
2.8%0%47.93%3/20/2025
Wells FargoWells Fargo (WFC)
2.59%0%37.01%2/23/2024
American ExpressAmerican Express (AXP)
2.24%0%31.55%12/22/2023
PDD HoldingsPDD Holdings (PDD)
1.81%10.31%20.2%-
HumanaHumana (HUM)
1.8%3.78%26.75%-
BaiduBaidu (BIDU)
1.12%4.8%22.16%-
Barry CallebautBarry Callebaut (BARN.ZU)
0.93%0%63.97%3/4/2025
VIX Sep 23 FutureVIX Sep 23 Future (VIX.SEP)
0.93%0%1.09%2/10/2023
APAAPA (APA)
0.89%0.47%56.22%-
Coca-ColaCoca-Cola (KO)
0.79%0%26.97%6/5/2024
Dollar GeneralDollar General (DG.US)
0.69%1.99%38.54%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.65%0.3%74.24%-
AT&TAT&T (T)
0.65%0%53.17%11/18/2024
Charles SchwabCharles Schwab (SCHW)
0.62%0%10.81%7/13/2023
AppleApple (AAPL)
0.57%0%7.31%1/30/2023
PNCPNC (PNC)
0.51%0%30.9%12/7/2023
PepsiCoPepsiCo (PEP)
0.5%0%7.31%1/30/2023
Liberty SiriusXMLiberty SiriusXM (LSXMK)
0.49%0%10.92%9/11/2024
MicrosoftMicrosoft (MSFT)
0.47%0%7.31%1/30/2023
Procter & GambleProcter & Gamble (PG)
0.46%0%7.31%1/30/2023
Home DepotHome Depot (HD)
0.45%0%7.31%1/30/2023
CitiCiti (C)
0.43%0%22.6%3/20/2024
Liberty BroadbandLiberty Broadband (LBRDK)
0.43%0%27.4%11/6/2024
VisaVisa (V)
0.43%0%7.31%1/30/2023
D.R. HortonD.R. Horton (DHI)
0.42%0%12.88%1/22/2024
SonySony (SONY)
0.41%0%7.31%1/30/2023
AmazonAmazon (AMZN)
0.41%0%4.59%1/30/2023
IntelIntel (INTC)
0.4%0%7.42%3/1/2023
ChubbChubb (CB)
0.39%0%64.08%3/4/2025
JPMorganJPMorgan (JPM)
0.38%0%6.66%1/30/2023
TSMCTSMC (TSM)
0.38%0%6.66%1/30/2023
DeereDeere (DE)
0.35%0%6.11%7/18/2023
ChesapeakeChesapeake (EXE)
0.29%0%2.29%3/2/2023
ICONICON (ICLR)
0.27%3.99%6.77%-
OccidentalOccidental (OXY)
0.24%0%4.91%1/22/2024
TeslaTesla (TSLA)
0.21%0%4.69%1/30/2023
First SolarFirst Solar (FSLR)
0.16%2.03%8.52%-
DisneyDisney (DIS)
0.14%0%16.48%2/8/2024
McDonald'sMcDonald's (MCD)
0.04%0%0.66%11/21/2022
WalmartWalmart (WMT)
0.04%0%0.66%11/21/2022
FerrariFerrari (RACE)
0.04%0%0.66%11/21/2022
NVIDIANVIDIA (NVDA)
0.04%0%0.66%11/21/2022
DanaherDanaher (DHR)
0.04%0%0.87%3/1/2023
OvintivOvintiv (OVV)
0.03%0%0.87%3/1/2023
WestrockWestrock (SW)
0.03%0%0.87%3/1/2023
Dominion EnergyDominion Energy (D)
0.02%0%0.44%1/30/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Elevance HealthElevance Health (ELV)
19.5%17.72%
AlibabaAlibaba (BABA)
12.83%14.67%
CVS HealthCVS Health (CVS)
14.65%11.17%
PayPalPayPal (PYPL)
6.85%9.83%
PDD HoldingsPDD Holdings (PDD)
8.14%8.3%
HumanaHumana (HUM)
6.22%7.42%
JD.comJD.com (JD.US)
5.36%6.23%
Kraft HeinzKraft Heinz (KHC)
6.06%5.65%
BaiduBaidu (BIDU)
4.79%5.01%
KeringKering (KER.PA)
4.31%2.92%
CharterCharter (CHTR)
1.53%1.98%
Dollar GeneralDollar General (DG.US)
1.92%1.9%
Johnson & JohnsonJohnson & Johnson (JNJ)
1.41%1.35%
APAAPA (APA)
1.53%1.08%
Barry CallebautBarry Callebaut (BARN.ZU)
1.15%0.95%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.67%0.63%
ChubbChubb (CB)
0.29%0.42%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments