MGolembski avatar

MGolembski
🇩🇪 Consumable Goods Investor.
1 copier.

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
February 26, 2025
Lowest Cash
February 11, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
July 21, 2022
Least Diversified
0 instruments
November 16, 2025
Average
9.5 instruments

Most Consistent Holdings

Top 5

avatarJPM
99.93%
avatarKO
99.93%
avatarLIN
99.93%
avatarO
99.93%
avatarPEP
85.25%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 11, 2022
Lowest Exposure
February 26, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
27.27%
Consumer Non Durables
23.8%
Process Industries
18.24%
Technology Services
9.37%
Health Technology
9.15%

Top Countries

Top 5

🇺🇸United States
79.32%
🇬🇧United Kingdom
18.25%
🇩🇰Denmark
0.42%
🇳🇱Netherlands
0.24%
🇨🇭Switzerland
0.06%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
LindeLinde (LIN)
18.24%18.17%99.93%-
JPMorganJPMorgan (JPM)
14.16%19.11%99.93%-
Coca-ColaCoca-Cola (KO)
12.84%15.39%99.93%-
Realty IncomeRealty Income (O)
12.68%15.74%99.93%-
PepsiCoPepsiCo (PEP)
10.9%0%85.25%9/22/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
8.18%0%73.83%12/9/2024
MicrosoftMicrosoft (MSFT)
7.65%0%79.36%2/25/2025
DisneyDisney (DIS)
4.49%0%49.29%12/26/2023
IntelIntel (INTC)
3.12%0%47.8%12/26/2023
PalantirPalantir (PLTR)
1.41%0%34.82%6/1/2023
UnitedHealthUnitedHealth (UNH)
1.12%9.79%16.67%-
AppleApple (AAPL)
0.92%0%29.72%2/21/2025
iShares STOXX Europe 600 UCITS ETFiShares STOXX Europe 600 UCITS ETF (SXXPIEX.DE)
0.73%0%6.17%10/27/2025
AbbVieAbbVie (ABBV)
0.56%0%11.35%9/22/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.52%0%42.27%11/9/2023
VisaVisa (V)
0.44%0%18.3%10/18/2022
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.42%9.62%4.68%-
NVIDIANVIDIA (NVDA)
0.37%0%14.4%2/21/2025
AlphabetAlphabet (GOOGL)
0.31%0%5.25%2/21/2025
AirbusAirbus (AIR.PA)
0.24%3.68%3.12%-
AmazonAmazon (AMZN)
0.17%0%3.19%1/23/2025
NestleNestle (NESN.ZU)
0.06%3.7%3.12%-
SiemensSiemens (SIE.DE)
0.05%4.51%1.13%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.02%0%8.23%9/18/2025
Vanguard FTSE All-World ex-USVanguard FTSE All-World ex-US (VEU)
0.01%0.06%3.12%-
HormelHormel (HRL)
0.01%0%0.71%1/21/2022
UnileverUnilever (ULVR.L)
0%0%0.43%10/6/2025
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0%0%0.64%11/10/2022
Lincoln NationalLincoln National (LNC)
0%0%0.07%1/6/2022
Universal CorpUniversal Corp (UVV)
0%0%0.07%1/5/2022
EthereumEthereum (ETH)
0%0%0%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
LindeLinde (LIN)
16.99%20.35%
JPMorganJPMorgan (JPM)
14.89%19.43%
MicrosoftMicrosoft (MSFT)
12.74%13.67%
Coca-ColaCoca-Cola (KO)
13.41%12.61%
Realty IncomeRealty Income (O)
15.68%10.82%
AlphabetAlphabet (GOOGL)
6.65%6.14%
NVIDIANVIDIA (NVDA)
6.97%5.99%
AmazonAmazon (AMZN)
6.29%5.33%
AppleApple (AAPL)
5.71%5.07%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments