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PedroZeni
🇨🇿 Value Financial Services 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
January 25, 2025
Lowest Cash
June 8, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
36 instruments
January 10, 2023
Least Diversified
25 instruments
December 31, 2024
Average
31 instruments

Most Consistent Holdings

Top 5

avatarIBM
100%
avatarAGNC
100%
avatarBABA
100%
avatarRIO
100%
avatarBTI
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 8, 2024
Lowest Exposure
January 25, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
36.55%
Technology Services
14.1%
Retail Trade
6.66%
Health Technology
5.52%
Non Energy Minerals
4.56%

Top Countries

Top 5

🇺🇸United States
61.89%
🇬🇧United Kingdom
13.78%
🇨🇳China
5%
🇳🇱Netherlands
2.09%
🇨🇦Canada
1.72%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MetaMeta (META)
10.03%0%89.57%5/27/2025
AlibabaAlibaba (BABA)
5%6.47%100%-
EPREPR (EPR)
4.99%4.58%100%-
Global Net LeaseGlobal Net Lease (GNL)
4.57%4.32%100%-
Rio TintoRio Tinto (RIO)
4.56%3.59%100%-
Sabra Health Care REITSabra Health Care REIT (SBRA)
4.28%4.2%100%-
IIPRIIPR (IIPR)
4.24%2.7%100%-
VertexVertex (VRTX)
2.99%0%59.4%8/7/2024
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
2.94%12.06%25.41%-
IBMIBM (IBM)
2.89%2.96%100%-
AGNCAGNC (AGNC)
2.81%2.29%100%-
WP CareyWP Carey (WPC)
2.77%2.4%100%-
British American TobaccoBritish American Tobacco (BTI)
2.65%3.18%100%-
LyondellBasellLyondellBasell (LYB)
2.57%1.56%100%-
VistraVistra (VST)
2.54%0%75.21%1/8/2025
VodafoneVodafone (VOD)
2.47%0%99.69%9/2/2025
Omega HealthcareOmega Healthcare (OHI)
2.1%2.04%100%-
PhilipsPhilips (PHIA.NV)
2.09%0%59.92%8/12/2024
ScotiabankScotiabank (BNS)
1.72%0%69.21%11/11/2024
NRZNRZ (RITM)
1.63%1.5%100%-
Realty IncomeRealty Income (O)
1.63%3.05%72.62%-
Arbor RealtyArbor Realty (ABR)
1.48%1.14%100%-
3M3M (MMM)
1.36%0%44.73%6/12/2024
Monster BeverageMonster Beverage (MNST)
1.29%0%73.86%12/26/2024
Warner Bros DiscoveryWarner Bros Discovery (WBD)
1.26%0%73.86%12/26/2024
WalgreensWalgreens (WBA)
1.26%0%62.81%9/9/2024
BrandywineBrandywine (BDN)
1.25%0.99%92.46%-
Columbia Banking SystemColumbia Banking System (COLB)
1.19%3.2%40.6%-
AlphabetAlphabet (GOOG)
1.18%3.34%76.96%-
Dorian LPGDorian LPG (LPG)
1.06%4.11%39.67%-
Janus HendersonJanus Henderson (JHG)
1.02%1.08%100%-
CopaCopa (CPA)
0.89%2.82%40.08%-
StarbucksStarbucks (SBUX)
0.88%0%59.61%8/9/2024
BPBP (BP.L)
0.5%0%74.28%12/30/2024
Brazil Index MSCI IsharesBrazil Index MSCI Ishares (EWZ)
0.47%1.81%28.62%-
GenmabGenmab (GMAB.US)
0.44%2.62%23.35%-
American EagleAmerican Eagle (AEO)
0.41%0%14.26%5/22/2023
AppleApple (AAPL)
0.31%0%25.1%9/15/2023
IturanIturan (ITRN)
0.27%0.65%40.08%-
Enterprise ProductsEnterprise Products (EPD)
0.25%0%47%12/20/2024
LTC PropertiesLTC Properties (LTC.US)
0.23%0%21.59%8/1/2023
GLPIGLPI (GLPI)
0.22%0%23.14%8/16/2023
InvescoInvesco (IVZ.US)
0.2%1.57%15.39%-
CumminsCummins (CMI)
0.2%0%21.8%8/3/2023
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
0.17%0%10.02%4/10/2023
CrocsCrocs (CROX)
0.12%1.28%18.49%-
PatriaPatria (PAX)
0.11%0.66%20.56%-
NNNNNN (NNN)
0.09%0.41%21.69%-
KronosKronos (KRO)
0.06%0%15.29%8/7/2023
Store Capital Corp.Store Capital Corp. (STOR)
0.05%0%3.62%2/6/2023
MicronMicron (MU)
0.03%0%2.58%1/26/2023
TeslaTesla (TSLA)
0.03%0%4.34%2/21/2023
SolventumSolventum (SOLV)
0.02%0%2.89%4/30/2024
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0.01%0%13.53%3/13/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MetaMeta (META)
5.41%15.64%
VistraVistra (VST)
0.94%7.11%
AlibabaAlibaba (BABA)
7.72%5.01%
EPREPR (EPR)
4.86%4.57%
Sabra Health Care REITSabra Health Care REIT (SBRA)
4.53%4.57%
Global Net LeaseGlobal Net Lease (GNL)
8%4.39%
Rio TintoRio Tinto (RIO)
5.48%4.04%
IIPRIIPR (IIPR)
5.25%3.82%
WP CareyWP Carey (WPC)
4.79%3.75%
IBMIBM (IBM)
1.99%3.15%
Columbia Banking SystemColumbia Banking System (COLB)
3%3.1%
Realty IncomeRealty Income (O)
3.31%3.06%
Dorian LPGDorian LPG (LPG)
3.66%2.51%
CopaCopa (CPA)
2.82%2.51%
British American TobaccoBritish American Tobacco (BTI)
2.94%2.5%
AGNCAGNC (AGNC)
4.15%2.48%
VodafoneVodafone (VOD)
3.9%2.43%
Omega HealthcareOmega Healthcare (OHI)
2.15%2.17%
LyondellBasellLyondellBasell (LYB)
2.73%2.13%
NRZNRZ (RITM)
1.48%1.55%
BrandywineBrandywine (BDN)
1.38%1.54%
Arbor RealtyArbor Realty (ABR)
1.45%1.43%
Brazil Index MSCI IsharesBrazil Index MSCI Ishares (EWZ)
1.73%1.42%
Janus HendersonJanus Henderson (JHG)
0.79%1.22%
IturanIturan (ITRN)
0.67%0.71%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments