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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
1 instruments
July 15, 2025
Average
19.6 instruments

Most Consistent Holdings

Top 5

avatarAMT
98.26%
avatarO
98.26%
avatarEDP.LSB
98.26%
avatarJMT.LSB
98.26%
avatarUVV
98.26%

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
9.86%
Consumer Non Durables
3.18%
Utilities
2.66%
Distribution Services
2.63%
Health Technology
2.17%

Top Countries

Top 5

🇺🇸United States
18.27%
🇵🇹Portugal
4.51%
🇨🇭Switzerland
2.42%
🇧🇷Brazil
0.72%
🇫🇷France
0.26%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
CPHequitiesCPHequities
12.32%16.54%80.92%-
JeppeKirkBondeJeppeKirkBonde
11.14%16.35%80.48%-
FundManagerZechFundManagerZech
9.79%15.23%80.48%-
LucaMeierLucaMeier
8%0%56.6%6/12/2024
emge2116emge2116
7.02%8.59%99.78%-
iliescu2605iliescu2605
6.83%4.95%99.78%-
AmitKupAmitKup
6.8%11.23%61.29%-
GatoAcuaticoGatoAcuatico
4.81%7.89%60.31%-
Universal CorpUniversal Corp (UVV)
2.63%0%98.26%6/30/2025
American TowerAmerican Tower (AMT)
2.6%0%98.26%6/30/2025
FrancescoWeberFrancescoWeber
2.48%0%40.13%1/11/2024
Kimberly-ClarkKimberly-Clark (KMB)
2.4%0%48.42%3/28/2024
EDPEDP (EDP.LSB)
2.4%0%98.26%6/30/2025
Realty IncomeRealty Income (O)
2.26%0%98.26%6/30/2025
AbbVieAbbVie (ABBV)
2.17%0%48.2%3/26/2024
Jeronimo MartinsJeronimo Martins (JMT.LSB)
2.11%0%98.26%6/30/2025
CembraCembra (CMBN.ZU)
1.64%0%48.31%3/27/2024
3M3M (MMM)
1.54%0%80.92%1/22/2025
AGNCAGNC (AGNC)
1.54%0%48.2%3/26/2024
Main Street CapitalMain Street Capital (MAIN)
1.47%0%48.2%3/26/2024
thomaspjthomaspj
1.36%5.01%46.24%-
Leggett & PlattLeggett & Platt (LEG)
1.32%0%48.2%3/26/2024
triangulacapitaltriangulacapital
1.28%4.24%46.24%-
Coca Cola HellenicCoca Cola Hellenic (CCH.L)
0.78%0%48.31%3/27/2024
BradescoBradesco (BBD)
0.72%0%48.42%3/28/2024
MarianoPardoMarianoPardo
0.51%3.08%18.87%-
IlMatematicoIlMatematico
0.44%2.65%18.87%-
SL GreenSL Green (SLG)
0.37%0%18.43%4/4/2024
EngieEngie (ENGI.PA)
0.26%0%58.45%6/30/2025
BW LPGBW LPG (BWLPG.OL)
0.24%0.27%60.09%-
Grail IncGrail Inc (GRAL)
0%0%1.85%3/7/2025
Itau UnibancoItau Unibanco (ITUB)
0%0%10.69%6/30/2025
MeituanMeituan (03690.HK)
0%0%9.71%6/27/2023
SolventumSolventum (SOLV)
0%0%0.22%4/4/2024
PLAYA US delisting CVRPLAYA US delisting CVR (CVR PLAYA US MERGER)
0%0%0%-
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 & Instruments Over Time

Cash Exposure %

Number of Instruments