PERSONAL61 avatar

PERSONAL61
🇫🇷 Financial Services and Software Investor.
4 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
December 15, 2023
Lowest Cash
February 1, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
74 instruments
January 17, 2025
Least Diversified
0 instruments
February 2, 2025
Average
69.5 instruments

Most Consistent Holdings

Top 5

avatarJNJ
99.87%
avatarT
99.87%
avatarXOM
99.87%
avatarPEP
99.87%
avatarCL
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 1, 2023
Lowest Exposure
December 15, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
19.2%
Consumer Non Durables
15.41%
Energy Minerals
7.45%
Cryptocurrencies
7.44%
Technology Services
5.25%

Top Countries

Top 5

🇺🇸United States
31.99%
🇫🇷France
10.4%
🇮🇹Italy
7.79%
🇬🇧United Kingdom
4.07%
🇩🇪Germany
2.92%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
EthereumEthereum (ETH)
3.36%1.95%99.87%-
HermesHermes (RMS.PA)
3.35%0%99.75%3/10/2025
AI-RevolutionAI-Revolution
3.33%0%60.38%3/10/2025
Italian-HeritageItalian-Heritage
3.22%0%59.24%3/10/2025
II-DisruptiveII-Disruptive
3.21%0%59.24%3/10/2025
MicrosoftMicrosoft (MSFT)
2.77%0%99.75%3/10/2025
BitcoinBitcoin (BTC)
2.73%0%99.75%3/10/2025
Magnificent-7Magnificent-7
2.69%0%50.38%3/10/2025
EuropeTechEuropeTech
2.54%0%56.58%3/10/2025
AlphabetAlphabet (GOOG)
2.46%0%99.75%3/10/2025
Vanguard Information TechnologyVanguard Information Technology (VGT)
2.34%0%99.75%3/10/2025
NordeaNordea (NDA_SE.ST)
1.82%0%99.75%3/10/2025
ExxonMobilExxonMobil (XOM)
1.78%1.3%99.87%-
LuxuryBrandsLuxuryBrands
1.78%0%25.44%11/15/2023
L'OréalL'Oréal (OR.PA)
1.7%1.11%99.87%-
PepsiCoPepsiCo (PEP)
1.61%1.05%99.87%-
McDonald'sMcDonald's (MCD)
1.61%0%99.75%3/10/2025
FordFord (F)
1.52%0%99.75%3/10/2025
ValueGurusValueGurus
1.52%0%33.92%3/10/2025
ChevronChevron (CVX)
1.47%0%99.75%3/10/2025
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
1.41%0%99.75%3/10/2025
Procter & GambleProcter & Gamble (PG)
1.38%0%99.75%3/10/2025
TotalEnergiesTotalEnergies (TTE.PA)
1.35%0.93%99.87%-
ColgateColgate (CL)
1.35%1.14%99.87%-
Energy TransferEnergy Transfer (ET)
1.34%1.16%99.37%-
VBOLD-IndexVBOLD-Index
1.33%0%29.37%3/10/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.31%1%99.87%-
Coca-ColaCoca-Cola (KO)
1.27%0%99.75%3/10/2025
GeneraliGenerali (G.MI)
1.27%0%99.75%3/10/2025
SanofiSanofi (SAN.PA)
1.24%0%99.75%3/10/2025
Enterprise ProductsEnterprise Products (EPD)
1.23%0%99.24%3/10/2025
AllianzAllianz (ALV.DE)
1.21%1.22%99.87%-
HSBCHSBC (HSBA.L)
1.2%1.15%99.87%-
Antero MidstreamAntero Midstream (AM)
1.16%1.3%85.95%-
UBSUBS (UBSG.ZU)
1.13%1.01%99.87%-
AXAAXA (CS.PA)
1.13%0%77.85%9/16/2024
Invesco QQQInvesco QQQ (QQQ)
1.12%0%99.75%3/10/2025
EniEni (ENI.MI)
1.12%0.78%99.87%-
Poste ItalianePoste Italiane (PST.MI)
1.1%0%99.75%3/10/2025
AltriaAltria (MO)
1.09%1.01%99.87%-
Kimberly-ClarkKimberly-Clark (KMB)
1.08%0%99.75%3/10/2025
AppleApple (AAPL)
1.06%0%65.57%6/11/2024
ABN AMROABN AMRO (ABN.NV)
1.04%0%99.75%3/10/2025
NestleNestle (NESN.ZU)
1.03%0%99.75%3/10/2025
UnileverUnilever (ULVR.L)
1.02%0%99.75%3/10/2025
Societe GeneraleSociete Generale (GLE.PA)
1.01%0%98.86%3/3/2025
E.ONE.ON (EOAN.DE)
1.01%0%61.65%5/10/2024
EnelEnel (ENEL.MI)
1%0%99.75%3/10/2025
RepsolRepsol (REP.MC)
0.98%0%99.75%3/10/2025
Legal & GeneralLegal & General (LGEN.L)
0.97%0%99.75%3/10/2025
AvivaAviva (AV.L)
0.88%0%99.75%3/10/2025
EmersonEmerson (EMR)
0.88%0%99.75%3/10/2025
CardanoCardano (ADA)
0.87%0%99.75%3/10/2025
UnipolUnipol (UNI.MI)
0.81%0%99.75%3/10/2025
TeslaTesla (TSLA)
0.8%0.55%99.87%-
SwedbankSwedbank (SWED-A.ST)
0.8%0.75%99.87%-
Devon EnergyDevon Energy (DVN)
0.75%0.5%85.95%-
FreseniusFresenius (FRE.DE)
0.7%0%99.75%3/10/2025
Main Street CapitalMain Street Capital (MAIN)
0.66%0.61%99.87%-
Pioneer Natural Resources CompanyPioneer Natural Resources Company (PXD)
0.65%0%61.27%5/7/2024
NYMTNYMT (NYMT)
0.65%0.38%99.87%-
BHPBHP (BHP)
0.63%0.38%99.87%-
KlepierreKlepierre (LI.PA)
0.63%0%99.75%3/10/2025
NaturgyNaturgy (NTGY.MC)
0.62%0.44%99.87%-
Banca GeneraliBanca Generali (BGN.MI)
0.61%0.42%99.87%-
EnbridgeEnbridge (ENB)
0.53%0%99.75%3/10/2025
B&G FoodsB&G Foods (BGS)
0.52%0.48%73.92%-
AT&TAT&T (T)
0.52%0.56%99.87%-
Medical Properties TrustMedical Properties Trust (MPW)
0.52%0%96.08%3/10/2025
UnipolSai Assicurazioni SPAUnipolSai Assicurazioni SPA (US.MI)
0.47%0%67.72%6/28/2024
LitecoinLitecoin (LTC)
0.38%0.29%99.87%-
Crypto-currencyCrypto-currency
0.35%0%10.25%3/10/2025
AGNCAGNC (AGNC)
0.34%0%99.75%3/10/2025
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0.25%0%13.92%4/24/2023
Ishares Nasdaq BiotechnologyIshares Nasdaq Biotechnology (IBB)
0.25%0%13.92%4/24/2023
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
0.22%0%13.92%4/24/2023
First Trust Cloud ComputingFirst Trust Cloud Computing (SKYY)
0.22%0%13.92%4/24/2023
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.22%0%13.92%4/24/2023
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.14%0%4.56%6/13/2024
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
0.12%0%13.92%4/24/2023
KraneShares CSI China InternetKraneShares CSI China Internet (KWEB)
0.07%0%13.92%4/24/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.07%0%80.76%10/10/2024
EOSEOS (EOS)
0.06%0%80.76%10/10/2024
ZIMZIM (ZIM)
0.05%0%6.84%3/10/2025
XRPXRP (XRP)
0.05%0%54.3%3/13/2024
Sunrise Communications AGSunrise Communications AG (SNRE)
0.03%0%14.43%3/10/2025
RichemontRichemont (CFR.ZU)
0.03%0.39%6.71%-
RigettiRigetti (RGTI)
0.03%0.3%6.84%-
IonqIonq (IONQ)
0.03%0.22%6.84%-
D-WaveD-Wave (QBTS)
0.03%0.32%6.84%-
Quantum-SiQuantum-Si (QSI)
0.02%0%6.71%3/10/2025
Silver (Non Expiry)Silver (Non Expiry) (SILVER)
0.02%0%1.77%6/4/2024
GE VernovaGE Vernova (GEV)
0.01%0%23.8%10/10/2024
CrowdstrikeCrowdstrike (CRWD)
0%0%0.76%7/30/2024
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0%0%0.38%5/23/2024

Exposure over time

Exposure by Sector

  • Copy Trading
  • Finance
  • Consumer Non Durables
  • Energy Minerals
  • Cryptocurrencies
  • Technology Services
  • Other

Exposure by Country

  • United States
  • France
  • Italy
  • United Kingdom
  • Germany
  • Switzerland
  • Other

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AI-RevolutionAI-Revolution
6.81%6.03%
Magnificent-7Magnificent-7
5.48%5.66%
II-DisruptiveII-Disruptive
6.04%5.24%
Italian-HeritageItalian-Heritage
5.75%5.16%
VBOLD-IndexVBOLD-Index
5.88%4.56%
ValueGurusValueGurus
5.68%4.36%
EuropeTechEuropeTech
5.5%4.05%
BitcoinBitcoin (BTC)
0.55%4.01%
Crypto-currencyCrypto-currency
5.46%3.52%
EthereumEthereum (ETH)
0.27%3.51%
HermesHermes (RMS.PA)
1.09%2.74%
AlphabetAlphabet (GOOG)
1.09%2.43%
MicrosoftMicrosoft (MSFT)
1.09%2.37%
Vanguard Information TechnologyVanguard Information Technology (VGT)
1.09%2.24%
Energy TransferEnergy Transfer (ET)
1.09%1.33%
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
1.09%1.32%
NordeaNordea (NDA_SE.ST)
1.09%1.29%
ExxonMobilExxonMobil (XOM)
1.09%1.26%
CardanoCardano (ADA)
0.27%1.2%
McDonald'sMcDonald's (MCD)
1.09%1.2%
Antero MidstreamAntero Midstream (AM)
1.09%1.18%
GeneraliGenerali (G.MI)
1.09%1.16%
Procter & GambleProcter & Gamble (PG)
1.09%1.08%
ColgateColgate (CL)
1.09%1.07%
HSBCHSBC (HSBA.L)
1.09%1.06%
Invesco QQQInvesco QQQ (QQQ)
0.55%1.05%
AllianzAllianz (ALV.DE)
1.09%1.05%
L'OréalL'Oréal (OR.PA)
1.09%1.04%
PepsiCoPepsiCo (PEP)
1.09%1.03%
Enterprise ProductsEnterprise Products (EPD)
1.09%1.02%
TeslaTesla (TSLA)
0.55%1.02%
Poste ItalianePoste Italiane (PST.MI)
1.09%0.99%
UBSUBS (UBSG.ZU)
0.55%0.98%
ChevronChevron (CVX)
1.09%0.98%
UnipolUnipol (UNI.MI)
0.55%0.96%
Coca-ColaCoca-Cola (KO)
1.09%0.94%
FordFord (F)
1.09%0.92%
AltriaAltria (MO)
1.09%0.91%
SanofiSanofi (SAN.PA)
1.09%0.89%
TotalEnergiesTotalEnergies (TTE.PA)
1.09%0.88%
Johnson & JohnsonJohnson & Johnson (JNJ)
1.09%0.87%
Societe GeneraleSociete Generale (GLE.PA)
1.09%0.82%
UnileverUnilever (ULVR.L)
1.09%0.8%
EmersonEmerson (EMR)
0.55%0.8%
EnelEnel (ENEL.MI)
1.09%0.8%
Kimberly-ClarkKimberly-Clark (KMB)
1.09%0.78%
ABN AMROABN AMRO (ABN.NV)
0.55%0.75%
EniEni (ENI.MI)
0.55%0.74%
Legal & GeneralLegal & General (LGEN.L)
1.09%0.69%
AvivaAviva (AV.L)
1.09%0.68%
Main Street CapitalMain Street Capital (MAIN)
0.55%0.63%
SwedbankSwedbank (SWED-A.ST)
0.55%0.61%
RepsolRepsol (REP.MC)
0.55%0.6%
FreseniusFresenius (FRE.DE)
1.09%0.6%
Banca GeneraliBanca Generali (BGN.MI)
0.55%0.56%
NestleNestle (NESN.ZU)
1.09%0.55%
KlepierreKlepierre (LI.PA)
0.55%0.51%
Devon EnergyDevon Energy (DVN)
1.09%0.48%
AT&TAT&T (T)
1.09%0.48%
EnbridgeEnbridge (ENB)
0.55%0.44%
NaturgyNaturgy (NTGY.MC)
0.55%0.43%
B&G FoodsB&G Foods (BGS)
1.09%0.42%
BHPBHP (BHP)
0.55%0.38%
LitecoinLitecoin (LTC)
0.27%0.34%
NYMTNYMT (NYMT)
1.09%0.34%
Medical Properties TrustMedical Properties Trust (MPW)
1.09%0.25%
AGNCAGNC (AGNC)
0.55%0.23%
Sunrise Communications AGSunrise Communications AG (SNRE)
0%0.2%

Cash Exposure Over Time

Cash Exposure % Over Time