Momentum-Juul avatar

Momentum-Juul
🇳🇴 Momentum Financial Services Investor.
409 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
March 14, 2024
Lowest Cash
March 18, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
27 instruments
March 19, 2025
Least Diversified
0 instruments
February 2, 2025
Average
25 instruments

Most Consistent Holdings

Top 5

avatarMUSA
80.9%
avatarCMC
55.02%
avatarLRN
51.6%
avatarGPK
51.53%
avatarATKR
51.53%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 18, 2022
Lowest Exposure
March 14, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
12.4%
Retail Trade
11.48%
Energy Minerals
9.05%
Consumer Non Durables
8.53%
Finance
8.52%

Top Countries

Top 5

🇺🇸United States
82.9%
🇯🇵Japan
2.99%
🇲🇽Mexico
2.73%
🇮🇱Israel
1.88%
🇨🇦Canada
1.87%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Murphy USAMurphy USA (MUSA)
4.01%0%80.9%3/12/2025
StrideStride (LRN)
2.45%0%51.6%3/13/2025
SupermicroSupermicro (SMCI)
2.36%0%23.81%2/15/2024
Commercial MetalsCommercial Metals (CMC)
2.32%0%55.02%3/13/2024
Builders FirstSourceBuilders FirstSource (BLDR)
2.31%0%49.75%3/13/2024
SanminaSanmina (SANM)
1.96%6.03%44.69%-
Coca-Cola ConsolidatedCoca-Cola Consolidated (COKE)
1.95%3.64%44.69%-
Graphic PackagingGraphic Packaging (GPK)
1.91%0%51.53%3/12/2025
BBSIBBSI (BBSI)
1.87%0%44.19%12/3/2025
eBayeBay (EBAY)
1.84%0%44.33%12/3/2025
Vista EnergyVista Energy (VIST)
1.8%3.4%44.69%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.69%0%44.12%12/3/2025
IturanIturan (ITRN)
1.63%3.01%44.69%-
MosaicMosaic (MOS)
1.6%0%49.82%3/14/2024
RyanairRyanair (RYAAY)
1.59%4.05%44.69%-
NetEaseNetEase (NTES)
1.59%3.83%44.69%-
AtkoreAtkore (ATKR)
1.58%0%51.53%3/12/2025
PfizerPfizer (PFE)
1.45%0%42.41%12/3/2025
CrocsCrocs (CROX)
1.45%0%29.37%3/13/2023
ToyotaToyota (TM)
1.44%0.57%44.48%-
RegeneronRegeneron (REGN)
1.33%0%29.37%3/13/2023
MolinaMolina (MOH)
1.26%0.3%44.69%-
Lockheed MartinLockheed Martin (LMT)
1.24%0%29.37%3/13/2023
DarlingDarling (DAR)
1.21%0%29.37%3/13/2023
ONEOKONEOK (OKE)
1.17%0%25.87%3/13/2025
LabCorpLabCorp (LH)
1.15%0%29.37%3/13/2023
Beacon RoofingBeacon Roofing (BECN)
1.12%0%25.66%3/13/2024
RGARGA (RGA)
1.11%0%25.8%3/12/2025
APAAPA (APA)
1.09%0%24.09%3/13/2023
Northern Oil and GasNorthern Oil and Gas (NOG)
1.09%0%25.66%3/13/2024
Dave & Buster'sDave & Buster's (PLAY)
1.08%0%25.66%3/13/2024
Group 1 AutomotiveGroup 1 Automotive (GPI)
1.08%0%25.66%3/13/2024
HackettHackett (HCKT)
1.07%0%25.8%3/12/2025
MagnoliaMagnolia (MGY)
1.06%0%24.16%3/13/2023
Phillips 66Phillips 66 (PSX)
1.05%0%25.66%3/13/2024
SkechersSkechers (SKX)
1.05%0%25.8%3/12/2025
AssurantAssurant (AIZ)
1.05%0%25.8%3/12/2025
EOG ResourcesEOG Resources (EOG)
1.04%0%24.16%3/13/2023
ASE TechnologyASE Technology (ASX)
0.99%0%25.73%3/14/2024
Global PartnersGlobal Partners (GLP)
0.97%0%25.66%3/13/2024
HF SinclairHF Sinclair (DINO)
0.97%0%25.66%3/13/2024
Reliance SteelReliance Steel (RS)
0.96%0%25.66%3/13/2024
Kinross GoldKinross Gold (KGC)
0.95%6.69%18.75%-
CivitasCivitas (CIVI)
0.95%0%25.66%3/13/2024
AppleApple (AAPL)
0.94%0%24.16%3/13/2023
Compass DiversifiedCompass Diversified (CODI)
0.94%0%25.87%3/13/2025
ASURASUR (ASR)
0.93%0%25.87%3/13/2025
International SeawaysInternational Seaways (INSW)
0.92%0%25.8%3/12/2025
TFITFI (TFII)
0.92%0%25.73%3/14/2024
AbbVieAbbVie (ABBV)
0.92%0%24.02%3/13/2023
UGIUGI (UGI)
0.91%3.37%23.95%-
WolverineWolverine (WWW)
0.91%3.72%18.82%-
BrunswickBrunswick (BC)
0.9%0%25.73%3/14/2024
WESCOWESCO (WCC)
0.89%0%25.66%3/13/2024
CollegiumCollegium (COLL)
0.89%0%25.73%3/12/2025
AltriaAltria (MO)
0.88%0%24.16%3/13/2023
PrimorisPrimoris (PRIM)
0.87%5.56%18.53%-
Public StoragePublic Storage (PSA)
0.87%0%24.16%3/13/2023
NintendoNintendo (NTDOY)
0.85%0%24.16%3/13/2023
PhotronicsPhotronics (PLAB)
0.85%0%25.8%3/12/2025
Tyson FoodsTyson Foods (TSN)
0.84%0%24.09%3/13/2023
Lowe'sLowe's (LOW)
0.83%0%24.16%3/13/2023
TeslaTesla (TSLA)
0.83%0%24.09%3/13/2023
DiodesDiodes (DIOD)
0.82%0%25.73%3/14/2024
Star BulkStar Bulk (SBLK)
0.82%0%25.66%3/13/2024
United Parks & ResortsUnited Parks & Resorts (PRKS)
0.81%0%25.73%3/14/2024
HCAHCA (HCA)
0.81%0%24.09%3/13/2023
AlphabetAlphabet (GOOGL)
0.81%0%24.16%3/13/2023
Boot BarnBoot Barn (BOOT)
0.77%0%24.09%3/13/2023
Wynn ResortsWynn Resorts (WYNN)
0.74%4.42%18.82%-
NVIDIANVIDIA (NVDA)
0.72%0%24.09%3/13/2023
Bank FirstBank First (BFC)
0.71%3.66%18.82%-
OPENLANEOPENLANE (KAR)
0.71%3.62%18.82%-
AMDAMD (AMD)
0.71%0%24.09%3/13/2023
US FoodsUS Foods (USFD)
0.71%0%18.53%12/3/2025
SonySony (SONY)
0.69%3.49%18.82%-
ValmontValmont (VMI)
0.67%3.75%18.82%-
PNCPNC (PNC)
0.66%3.32%18.82%-
LogitechLogitech (LOGI)
0.65%3.77%18.82%-
CVS HealthCVS Health (CVS)
0.64%3.24%18.75%-
Cincinnati FinancialCincinnati Financial (CINF)
0.61%0%18.25%12/3/2025
TompkinsTompkins (TMP)
0.61%3.24%18.46%-
Summit MaterialsSummit Materials (SUM)
0.31%0%5.13%3/14/2022
IIPRIIPR (IIPR)
0.28%0%5.2%3/15/2022
Quest DiagnosticsQuest Diagnostics (DGX)
0.27%0%5.13%3/14/2022
MicronMicron (MU)
0.26%0%5.2%3/15/2022
HologicHologic (HOLX)
0.25%0%5.13%3/14/2022
SolarEdgeSolarEdge (SEDG)
0.25%0%5.13%3/14/2022
GeneracGenerac (GNRC)
0.24%0%5.13%3/14/2022
DeckersDeckers (DECK)
0.24%0%5.2%3/15/2022
IntelIntel (INTC)
0.2%0%5.2%3/15/2022
AdtalemAdtalem (ATGE)
0.17%0%5.13%3/14/2022
BaiduBaidu (BIDU)
0.16%0%5.13%3/14/2022
QurateQurate (QVCGA)
0.14%0%5.13%3/14/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
StrideStride (LRN)
2.74%6.23%
Coca-Cola ConsolidatedCoca-Cola Consolidated (COKE)
4.15%5.55%
BBSIBBSI (BBSI)
4.14%5.45%
Vista EnergyVista Energy (VIST)
4.15%5.01%
ONEOKONEOK (OKE)
4.15%4.86%
HackettHackett (HCKT)
4.15%4.72%
Murphy USAMurphy USA (MUSA)
1.36%4.55%
SanminaSanmina (SANM)
4.15%4.41%
AssurantAssurant (AIZ)
4.15%4.39%
eBayeBay (EBAY)
4.15%4.37%
RGARGA (RGA)
4.15%4.28%
IturanIturan (ITRN)
4.14%4.18%
Berkshire HathawayBerkshire Hathaway (BRK.B)
4.15%4.15%
SkechersSkechers (SKX)
4.15%4.05%
Compass DiversifiedCompass Diversified (CODI)
4.15%3.67%
Graphic PackagingGraphic Packaging (GPK)
3.68%3.61%
ToyotaToyota (TM)
4.15%3.11%
ASURASUR (ASR)
4.15%3.08%
NetEaseNetEase (NTES)
4.15%3.07%
PhotronicsPhotronics (PLAB)
4.15%3.03%
RyanairRyanair (RYAAY)
4.15%2.95%
CollegiumCollegium (COLL)
4.15%2.82%
MolinaMolina (MOH)
4.15%2.66%
International SeawaysInternational Seaways (INSW)
4.15%2.54%
AtkoreAtkore (ATKR)
3.51%1.8%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments