Mary_Mario07 avatar

Mary_Mario07
🇲🇽 Growth Other 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
November 17, 2024
Lowest Cash
July 19, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
30 instruments
December 3, 2024
Least Diversified
3 instruments
July 19, 2024
Average
25.5 instruments

Most Consistent Holdings

Top 5

avatarMC.PA
100%
avatarQQQ
100%
avatarVOO
100%
avatarAAPL
96.37%
avatarKO
96.37%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 19, 2024
Lowest Exposure
November 17, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
57.51%
Electronic Technology
10.96%
Technology Services
8.65%
Consumer Non Durables
7.23%
Consumer Services
4.01%

Top Countries

Top 5

🇺🇸United States
34.39%
🇫🇷France
2.25%
🇩🇰Denmark
1.2%
🇰🇷South Korea
0.53%

Holdings over time

(Since July 19, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
44.56%35.2%100%-
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
6.95%5.53%96.37%-
Invesco QQQInvesco QQQ (QQQ)
4.63%1.6%100%-
AppleApple (AAPL)
4.49%6.36%96.37%-
Coca-ColaCoca-Cola (KO)
4.31%2.64%96.37%-
NVIDIANVIDIA (NVDA)
3.74%5.87%84.2%-
PalantirPalantir (PLTR)
3.37%8.62%64.77%-
TeslaTesla (TSLA)
2.94%2.03%92.75%-
BitcoinBitcoin (BTC)
2.91%2.66%84.46%-
AlphabetAlphabet (GOOG)
2.37%5.92%87.82%-
MetaMeta (META)
2.31%2.58%87.82%-
LVMHLVMH (MC.PA)
2.25%1.89%100%-
StarbucksStarbucks (SBUX)
2.12%1.94%76.94%-
McDonald'sMcDonald's (MCD)
1.9%2.12%80.83%-
AristaArista (ANET)
1.89%4.7%80.83%-
Novo-NordiskNovo-Nordisk (NVO)
1.2%2.88%80.83%-
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.02%0.82%92.75%-
VisaVisa (V)
0.81%1.94%87.82%-
Philip MorrisPhilip Morris (PM)
0.67%0.26%92.75%-
Bank of AmericaBank of America (BAC)
0.63%0.21%92.75%-
EthereumEthereum (ETH)
0.63%0.83%65.03%-
MicrosoftMicrosoft (MSFT)
0.6%0.22%92.75%-
SamsungSamsung (SMSN.L)
0.53%0%71.5%5/19/2025
AmazonAmazon (AMZN)
0.47%2.12%84.2%-
American ExpressAmerican Express (AXP)
0.45%0.2%84.2%-
MastercardMastercard (MA)
0.43%0.21%84.2%-
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.36%0.39%80.83%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.32%0.18%76.94%-
IntelIntel (INTC)
0.32%0%70.47%6/30/2025
DaVitaDaVita (DVA)
0.27%0%66.58%6/30/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
44.97%44.29%
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
6.88%7.01%
TeslaTesla (TSLA)
4.36%5.38%
Coca-ColaCoca-Cola (KO)
5.34%5.07%
AppleApple (AAPL)
4.49%4.8%
BitcoinBitcoin (BTC)
4.41%4.57%
PalantirPalantir (PLTR)
3.97%4.36%
MetaMeta (META)
4.37%4.26%
StarbucksStarbucks (SBUX)
4.37%4.16%
NVIDIANVIDIA (NVDA)
4.37%4.15%
Invesco QQQInvesco QQQ (QQQ)
2.16%2.23%
EthereumEthereum (ETH)
1.73%1.49%
AristaArista (ANET)
0.8%0.89%
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.8%0.81%
LVMHLVMH (MC.PA)
0.87%0.78%
AmazonAmazon (AMZN)
0.4%0.46%
AlphabetAlphabet (GOOG)
0.4%0.45%
VisaVisa (V)
0.4%0.44%
American ExpressAmerican Express (AXP)
0.4%0.44%
Bank of AmericaBank of America (BAC)
0.4%0.43%
MastercardMastercard (MA)
0.4%0.41%
Philip MorrisPhilip Morris (PM)
0.4%0.4%
MicrosoftMicrosoft (MSFT)
0.4%0.39%
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.4%0.38%
McDonald'sMcDonald's (MCD)
0.4%0.37%
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.4%0.36%
DaVitaDaVita (DVA)
0.4%0.35%
IntelIntel (INTC)
0.4%0.33%
SamsungSamsung (SMSN.L)
0.48%0.3%
Novo-NordiskNovo-Nordisk (NVO)
0.4%0.28%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments