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Marciodanieldias
🇨🇭 Income Financial Services 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
March 28, 2024
Lowest Cash
July 11, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
26 instruments
January 9, 2024
Least Diversified
16 instruments
April 5, 2024
Average
19.7 instruments

Most Consistent Holdings

Top 5

avatarAMT
100%
avatarO
100%
avatarEDP.LSB
100%
avatarJMT.LSB
100%
avatarUVV
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 11, 2023
Lowest Exposure
March 28, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
9.84%
Consumer Non Durables
3.46%
Distribution Services
2.82%
Utilities
2.8%
Health Technology
2.36%

Top Countries

Top 5

🇺🇸United States
19.75%
🇵🇹Portugal
4.81%
🇨🇭Switzerland
2.63%
🇧🇷Brazil
0.79%
🇫🇷France
0.25%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
CPHequitiesCPHequities
11.95%16.75%79.5%-
JeppeKirkBondeJeppeKirkBonde
10.71%16.49%79.03%-
FundManagerZechFundManagerZech
9.34%15.53%79.03%-
LucaMeierLucaMeier
8.69%0%61.49%6/12/2024
iliescu2605iliescu2605
6.98%5.43%100%-
emge2116emge2116
6.88%9.14%100%-
AmitKupAmitKup
6.39%12.16%58.18%-
GatoAcuaticoGatoAcuatico
4.53%8.45%57.11%-
Universal CorpUniversal Corp (UVV)
2.82%0.57%100%-
American TowerAmerican Tower (AMT)
2.78%0.64%100%-
FrancescoWeberFrancescoWeber
2.69%0%43.6%1/11/2024
Kimberly-ClarkKimberly-Clark (KMB)
2.61%0%52.61%3/28/2024
EDPEDP (EDP.LSB)
2.54%0.9%100%-
Realty IncomeRealty Income (O)
2.43%0.36%100%-
AbbVieAbbVie (ABBV)
2.35%0%52.37%3/26/2024
Jeronimo MartinsJeronimo Martins (JMT.LSB)
2.27%0.44%100%-
CembraCembra (CMBN.ZU)
1.78%0%52.49%3/27/2024
3M3M (MMM)
1.67%0%87.91%1/22/2025
AGNCAGNC (AGNC)
1.67%0%52.37%3/26/2024
Main Street CapitalMain Street Capital (MAIN)
1.59%0%52.37%3/26/2024
Leggett & PlattLeggett & Platt (LEG)
1.43%0%52.37%3/26/2024
thomaspjthomaspj
1.14%3.54%41.82%-
triangulacapitaltriangulacapital
1.1%3.22%41.82%-
Coca Cola HellenicCoca Cola Hellenic (CCH.L)
0.85%0%52.49%3/27/2024
BradescoBradesco (BBD)
0.79%0%52.61%3/28/2024
SL GreenSL Green (SLG)
0.4%0%20.02%4/4/2024
MarianoPardoMarianoPardo
0.32%2.68%12.09%-
IlMatematicoIlMatematico
0.28%2.28%12.09%-
EngieEngie (ENGI.PA)
0.25%0.45%56.75%-
BW LPGBW LPG (BWLPG.OL)
0.24%0.27%56.75%-
Grail IncGrail Inc (GRAL)
0%0%2.01%3/7/2025
MeituanMeituan (03690.HK)
0%0%10.55%6/27/2023
Itau UnibancoItau Unibanco (ITUB)
0%0.02%4.86%-
SolventumSolventum (SOLV)
0%0%0.24%4/4/2024
Kellogg'sKellogg's (KLG)
0%0%0%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
CPHequitiesCPHequities
16.11%17.32%
JeppeKirkBondeJeppeKirkBonde
14.73%16.52%
FundManagerZechFundManagerZech
16.74%15.6%
AmitKupAmitKup
12.86%13.25%
emge2116emge2116
8.84%9.21%
GatoAcuaticoGatoAcuatico
8.39%8.21%
iliescu2605iliescu2605
6.56%6.33%
thomaspjthomaspj
3.22%3.16%
triangulacapitaltriangulacapital
3.24%3.04%
Jeronimo MartinsJeronimo Martins (JMT.LSB)
1.73%1.48%
Universal CorpUniversal Corp (UVV)
1.52%1.45%
American TowerAmerican Tower (AMT)
1.73%1.43%
EDPEDP (EDP.LSB)
1.73%1.19%
3M3M (MMM)
0.86%0.83%
Realty IncomeRealty Income (O)
0.86%0.69%
EngieEngie (ENGI.PA)
0.43%0.39%
BW LPGBW LPG (BWLPG.OL)
0.43%0.33%
Grail IncGrail Inc (GRAL)
0%0%

Cash Exposure Over Time

Cash Exposure % Over Time