PeterTN1992 avatar

PeterTN1992
🇸🇰 Investor.
1 copier.

Cash Allocation

Range

Highest Cash
December 5, 2023
Lowest Cash
January 26, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
144 instruments
January 31, 2025
Least Diversified
0 instruments
February 2, 2025
Average
133.5 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.87%
avatarMSFT
99.87%
avatarBAC
99.87%
avatarCAT
99.87%
avatarCSCO
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
January 26, 2023
Lowest Exposure
December 5, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
13.79%
Consumer Non Durables
12.7%
Health Technology
7.69%
Electronic Technology
6.68%
ETFs
6.44%

Top Countries

Top 5

🇺🇸United States
72.36%
🇩🇪Germany
4.59%
🇬🇧United Kingdom
1.74%
🇫🇷France
1.7%
🇮🇪Ireland
1.11%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
DonFanDonFan
7.66%0%43.82%12/4/2023
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
5.97%0%99.87%2/1/2025
Eli LillyEli Lilly (LLY)
1.2%0%99.87%2/1/2025
BroadcomBroadcom (AVGO)
1.14%0%99.87%2/1/2025
ExxonMobilExxonMobil (XOM)
1.07%0%99.87%2/1/2025
Phillips 66Phillips 66 (PSX)
0.96%0%99.87%2/1/2025
AbbVieAbbVie (ABBV)
0.92%0%99.87%2/1/2025
AltriaAltria (MO)
0.89%0%99.87%2/1/2025
Coca-ColaCoca-Cola (KO)
0.88%0%99.87%2/1/2025
SimonSimon (SPG)
0.84%0%99.87%2/1/2025
EnbridgeEnbridge (ENB)
0.82%0%99.87%2/1/2025
BlackRockBlackRock (BLK)
0.82%0%99.87%2/1/2025
D.R. HortonD.R. Horton (DHI)
0.81%0%99.87%2/1/2025
PepsiCoPepsiCo (PEP)
0.81%0%99.87%2/1/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
0.81%0%99.87%2/1/2025
BMWBMW (BMW.DE)
0.81%0%99.87%2/1/2025
Main Street CapitalMain Street Capital (MAIN)
0.8%0%91.24%2/1/2025
FedExFedEx (FDX)
0.8%0%99.87%2/1/2025
CostcoCostco (COST)
0.8%0%99.87%2/1/2025
ShellShell (SHEL)
0.78%0%99.87%2/1/2025
Philip MorrisPhilip Morris (PM)
0.76%0%99.87%2/1/2025
AllianzAllianz (ALV.DE)
0.76%0%99.87%2/1/2025
MerckMerck (MRK)
0.76%0%99.87%2/1/2025
VisaVisa (V)
0.74%0%99.87%2/1/2025
NucorNucor (NUE)
0.74%0%99.87%2/1/2025
Realty IncomeRealty Income (O)
0.74%0%99.87%2/1/2025
StarbucksStarbucks (SBUX)
0.74%0%99.87%2/1/2025
UnileverUnilever (ULVR.L)
0.74%0%99.87%2/1/2025
UnitedHealthUnitedHealth (UNH)
0.74%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
0.74%0%99.87%2/1/2025
StrykerStryker (SYK)
0.74%0%99.87%2/1/2025
CaterpillarCaterpillar (CAT)
0.73%0%99.87%2/1/2025
T. Rowe PriceT. Rowe Price (TROW)
0.73%0%99.87%2/1/2025
VICI PropertiesVICI Properties (VICI)
0.73%0%99.87%2/1/2025
InditexInditex (ITX.MC)
0.72%0%99.87%2/1/2025
OracleOracle (ORCL)
0.72%0%99.87%2/1/2025
Procter & GambleProcter & Gamble (PG)
0.72%0%99.87%2/1/2025
WalmartWalmart (WMT)
0.7%0%99.87%2/1/2025
AppleApple (AAPL)
0.7%0%99.87%2/1/2025
AXAAXA (CS.PA)
0.7%0%99.87%2/1/2025
ChevronChevron (CVX)
0.69%0%99.87%2/1/2025
AflacAflac (AFL)
0.68%0%99.87%2/1/2025
KrogerKroger (KR)
0.68%0%99.87%2/1/2025
Kimberly-ClarkKimberly-Clark (KMB)
0.68%0%99.87%2/1/2025
General DynamicsGeneral Dynamics (GD)
0.67%0%99.87%2/1/2025
Cardinal HealthCardinal Health (CAH)
0.67%0%99.87%2/1/2025
EcolabEcolab (ECL)
0.67%0%99.87%2/1/2025
Lockheed MartinLockheed Martin (LMT)
0.66%0%99.87%2/1/2025
CintasCintas (CTAS)
0.66%0%94.29%2/1/2025
Lowe'sLowe's (LOW)
0.65%0%99.87%2/1/2025
MastercardMastercard (MA)
0.65%0%99.87%2/1/2025
RaytheonRaytheon (RTX)
0.65%0%99.87%2/1/2025
Waste ManagementWaste Management (WM)
0.65%0%99.87%2/1/2025
McDonald'sMcDonald's (MCD)
0.64%0%99.87%2/1/2025
Home DepotHome Depot (HD)
0.64%0%99.87%2/1/2025
Cincinnati FinancialCincinnati Financial (CINF)
0.63%0%99.87%2/1/2025
LVMHLVMH (MC.PA)
0.63%0%99.87%2/1/2025
MondelezMondelez (MDLZ)
0.63%0%99.87%2/1/2025
JPMorganJPMorgan (JPM)
0.63%0%99.87%2/1/2025
AbbottAbbott (ABT)
0.63%0%99.87%2/1/2025
Digital RealtyDigital Realty (DLR)
0.62%0%99.87%2/1/2025
BASFBASF (BAS.DE)
0.62%0%99.87%2/1/2025
Constellation BrandsConstellation Brands (STZ)
0.61%0%99.87%2/1/2025
YumYum (YUM)
0.61%0%99.87%2/1/2025
ComcastComcast (CMCSA)
0.6%0%99.87%2/1/2025
ADPADP (ADP)
0.6%0%99.87%2/1/2025
PNCPNC (PNC)
0.6%0%99.87%2/1/2025
ColgateColgate (CL)
0.6%0%99.87%2/1/2025
HPHP (HPQ)
0.6%0%99.87%2/1/2025
Essex Property TrustEssex Property Trust (ESS)
0.6%0%99.87%2/1/2025
ITWITW (ITW)
0.59%0%99.87%2/1/2025
CiscoCisco (CSCO)
0.59%0%99.87%2/1/2025
AmgenAmgen (AMGN)
0.59%0%99.87%2/1/2025
Air ProductsAir Products (APD)
0.59%0%99.87%2/1/2025
AccentureAccenture (ACN)
0.59%0%99.87%2/1/2025
Domino'sDomino's (DPZ)
0.59%0%99.87%2/1/2025
AEPAEP (AEP)
0.58%0%99.87%2/1/2025
Moody'sMoody's (MCO)
0.58%0%99.87%2/1/2025
Texas InstrumentsTexas Instruments (TXN)
0.58%0%99.87%2/1/2025
Sherwin-WilliamsSherwin-Williams (SHW)
0.57%0%99.87%2/1/2025
DowDow (DOW)
0.57%0%99.87%2/1/2025
Southern CoSouthern Co (SO)
0.57%0%99.87%2/1/2025
Bank of AmericaBank of America (BAC)
0.56%0%99.87%2/1/2025
SmuckerSmucker (SJM)
0.56%0%99.87%2/1/2025
US BancorpUS Bancorp (USB)
0.56%0%99.87%2/1/2025
DeereDeere (DE)
0.56%0%99.87%2/1/2025
General MillsGeneral Mills (GIS)
0.56%0%99.87%2/1/2025
RoperRoper (ROP)
0.56%0%99.87%2/1/2025
Public StoragePublic Storage (PSA)
0.56%0%99.87%2/1/2025
NextEraNextEra (NEE)
0.55%0%99.87%2/1/2025
CVS HealthCVS Health (CVS)
0.55%0%99.87%2/1/2025
HoneywellHoneywell (HON)
0.55%0%99.87%2/1/2025
CloroxClorox (CLX)
0.55%0%99.87%2/1/2025
VolkswagenVolkswagen (VOW3.DE)
0.54%0%99.87%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.54%0%99.87%2/1/2025
SyscoSysco (SYY)
0.54%0%99.87%2/1/2025
HenkelHenkel (HEN3.DE)
0.54%0%99.87%2/1/2025
J.B.HuntJ.B.Hunt (JBHT)
0.53%0%99.87%2/1/2025
IIPRIIPR (IIPR)
0.53%0%61.09%2/1/2025
McCormickMcCormick (MKC)
0.52%0%99.87%2/1/2025
MedtronicMedtronic (MDT.US)
0.52%0%99.87%2/1/2025
PPGPPG (PPG)
0.52%0%99.87%2/1/2025
TargetTarget (TGT)
0.51%0%99.87%2/1/2025
Tractor SupplyTractor Supply (TSCO)
0.51%0%84.86%2/1/2025
TravelersTravelers (TRV)
0.5%0%99.87%2/1/2025
Union PacificUnion Pacific (UNP)
0.5%0%99.87%2/1/2025
Black HillsBlack Hills (BKH)
0.5%0%99.87%2/1/2025
NestleNestle (NESN.ZU)
0.49%0%99.87%2/1/2025
BayerBayer (BAYN.DE)
0.49%0%99.87%2/1/2025
DanaherDanaher (DHR)
0.48%0%99.87%2/1/2025
AtmosAtmos (ATO)
0.47%0%94.29%2/1/2025
NikeNike (NKE)
0.47%0%99.87%2/1/2025
Genuine PartsGenuine Parts (GPC)
0.47%0%99.87%2/1/2025
ADMADM (ADM)
0.46%0%99.87%2/1/2025
HormelHormel (HRL)
0.46%0%99.87%2/1/2025
PfizerPfizer (PFE)
0.46%0%99.87%2/1/2025
WalgreensWalgreens (WBA)
0.45%0%99.87%2/1/2025
Leggett & PlattLeggett & Platt (LEG)
0.44%0%99.87%2/1/2025
Stanley Black & DeckerStanley Black & Decker (SWK)
0.44%0%99.87%2/1/2025
OtisOtis (OTIS)
0.43%0%84.33%2/1/2025
UPSUPS (UPS)
0.43%0%60.69%2/1/2025
WhirlpoolWhirlpool (WHR)
0.39%0%99.87%2/1/2025
VerizonVerizon (VZ)
0.39%0%60.69%2/1/2025
NordsonNordson (NDSN)
0.38%0%75.96%2/1/2025
SanofiSanofi (SAN.PA)
0.37%0%66%2/1/2025
FastenalFastenal (FAST)
0.37%0%61.09%2/1/2025
AllstateAllstate (ALL)
0.35%0%60.69%2/1/2025
PaychexPaychex (PAYX)
0.35%0%60.69%2/1/2025
A O SmithA O Smith (AOS)
0.34%0%60.69%2/1/2025
FactSetFactSet (FDS)
0.33%0%60.42%2/1/2025
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
0.29%0%36.25%2/1/2025
AT&TAT&T (T)
0.25%0%38.78%10/27/2023
WP CareyWP Carey (WPC)
0.24%0%38.78%10/27/2023
IntelIntel (INTC)
0.24%0%38.78%10/27/2023
Kraft HeinzKraft Heinz (KHC)
0.24%0%38.78%10/27/2023
Evraz PLCEvraz PLC (EVR.L)
0.23%0%99.87%2/1/2025
EmersonEmerson (EMR)
0.21%0%38.78%10/27/2023
Wells FargoWells Fargo (WFC)
0.21%0%38.78%10/27/2023
Federal RealtyFederal Realty (FRT)
0.19%0%38.78%10/27/2023
STAGSTAG (STAG)
0.19%0%38.78%10/27/2023
Dominion EnergyDominion Energy (D)
0.19%0%38.78%10/27/2023
DisneyDisney (DIS)
0.14%0%33.86%9/19/2023
3M3M (MMM)
0.14%0%25.76%7/17/2023
VF CorpVF Corp (VFC)
0.14%0%38.78%10/27/2023
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
0.13%0%10.36%2/1/2025
HersheyHershey (HSY)
0.12%0%25.23%2/1/2025
Lam ResearchLam Research (LRCX)
0.12%0%24.44%2/1/2025
MSCIMSCI (MSCI)
0.11%0%19.65%2/1/2025
S&P GlobalS&P Global (SPGI)
0.1%0%19.65%2/1/2025
DiamondbackDiamondback (FANG)
0.09%0%18.19%2/1/2025
Parker-HannifinParker-Hannifin (PH)
0.08%0%16.07%2/1/2025
CelsiusCelsius (CELH)
0.07%0%20.85%12/3/2024
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
0.06%0%9.3%11/15/2024
Elevance HealthElevance Health (ELV)
0.06%0%11.82%2/1/2025
IntuitIntuit (INTU)
0.05%0%7.97%2/1/2025
Applied MaterialsApplied Materials (AMAT)
0.05%0%7.57%2/1/2025
Booz AllenBooz Allen (BAH)
0.04%0%9.56%2/1/2025
AdidasAdidas (ADS.DE)
0.04%0%8.63%3/8/2023
ITTITT (ITT)
0.04%0%7.57%2/1/2025
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.03%0%5.58%2/13/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.03%0%38.78%10/27/2023
VeraltoVeralto (VLTO)
0%0%3.19%10/27/2023
Snap-onSnap-on (SNA)
0%0%0.27%2/1/2025
GE HealthCareGE HealthCare (GEHC)
0%0%0.13%1/5/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
      5.72%7.12%
      BroadcomBroadcom (AVGO)
      0.57%1.88%
      Eli LillyEli Lilly (LLY)
      0.57%1.25%
      iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
      1.14%1.14%
      Main Street CapitalMain Street Capital (MAIN)
      0.84%1.08%
      iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
      1.14%1.03%
      SimonSimon (SPG)
      0.8%1.01%
      BlackRockBlackRock (BLK)
      0.76%0.99%
      CostcoCostco (COST)
      0.57%0.98%
      WalmartWalmart (WMT)
      0.57%0.96%
      AllianzAllianz (ALV.DE)
      0.8%0.95%
      AbbVieAbbVie (ABBV)
      0.8%0.94%
      OracleOracle (ORCL)
      0.57%0.93%
      Philip MorrisPhilip Morris (PM)
      0.8%0.92%
      ExxonMobilExxonMobil (XOM)
      0.8%0.92%
      AltriaAltria (MO)
      0.88%0.88%
      AXAAXA (CS.PA)
      0.8%0.87%
      AppleApple (AAPL)
      0.57%0.87%
      EnbridgeEnbridge (ENB)
      0.84%0.83%
      Phillips 66Phillips 66 (PSX)
      0.8%0.83%
      Coca-ColaCoca-Cola (KO)
      0.8%0.83%
      UnileverUnilever (ULVR.L)
      0.8%0.82%
      Cardinal HealthCardinal Health (CAH)
      0.57%0.82%
      ShellShell (SHEL)
      0.8%0.8%
      Lockheed MartinLockheed Martin (LMT)
      0.76%0.8%
      Procter & GambleProcter & Gamble (PG)
      0.76%0.8%
      PNCPNC (PNC)
      0.8%0.79%
      AflacAflac (AFL)
      0.57%0.79%
      InditexInditex (ITX.MC)
      0.57%0.78%
      JPMorganJPMorgan (JPM)
      0.57%0.78%
      VisaVisa (V)
      0.57%0.77%
      UnitedHealthUnitedHealth (UNH)
      0.76%0.77%
      CaterpillarCaterpillar (CAT)
      0.57%0.77%
      CintasCintas (CTAS)
      0.57%0.76%
      McDonald'sMcDonald's (MCD)
      0.76%0.76%
      MicrosoftMicrosoft (MSFT)
      0.57%0.76%
      StrykerStryker (SYK)
      0.57%0.75%
      US BancorpUS Bancorp (USB)
      0.8%0.75%
      KrogerKroger (KR)
      0.57%0.75%
      D.R. HortonD.R. Horton (DHI)
      0.57%0.73%
      Kimberly-ClarkKimberly-Clark (KMB)
      0.8%0.73%
      ChevronChevron (CVX)
      0.8%0.73%
      MastercardMastercard (MA)
      0.57%0.72%
      RaytheonRaytheon (RTX)
      0.57%0.71%
      MerckMerck (MRK)
      0.8%0.71%
      VICI PropertiesVICI Properties (VICI)
      0.8%0.7%
      Cincinnati FinancialCincinnati Financial (CINF)
      0.57%0.7%
      AllstateAllstate (ALL)
      0.57%0.7%
      Realty IncomeRealty Income (O)
      0.84%0.69%
      ADPADP (ADP)
      0.57%0.69%
      Mercedes-BenzMercedes-Benz (MBG.DE)
      0.88%0.69%
      T. Rowe PriceT. Rowe Price (TROW)
      0.8%0.68%
      IntuitIntuit (INTU)
      0.76%0.68%
      StarbucksStarbucks (SBUX)
      0.76%0.68%
      Moody'sMoody's (MCO)
      0.57%0.67%
      BMWBMW (BMW.DE)
      0.84%0.67%
      Digital RealtyDigital Realty (DLR)
      0.57%0.66%
      FedExFedEx (FDX)
      0.57%0.66%
      Home DepotHome Depot (HD)
      0.57%0.66%
      Applied MaterialsApplied Materials (AMAT)
      0.76%0.65%
      TravelersTravelers (TRV)
      0.57%0.65%
      EcolabEcolab (ECL)
      0.57%0.64%
      Lowe'sLowe's (LOW)
      0.57%0.64%
      Bank of AmericaBank of America (BAC)
      0.57%0.64%
      PaychexPaychex (PAYX)
      0.57%0.63%
      Waste ManagementWaste Management (WM)
      0.57%0.63%
      BASFBASF (BAS.DE)
      0.8%0.63%
      PepsiCoPepsiCo (PEP)
      0.76%0.63%
      AtmosAtmos (ATO)
      0.57%0.62%
      Sherwin-WilliamsSherwin-Williams (SHW)
      0.57%0.62%
      Southern CoSouthern Co (SO)
      0.57%0.62%
      General DynamicsGeneral Dynamics (GD)
      0.57%0.62%
      UPSUPS (UPS)
      0.76%0.62%
      CiscoCisco (CSCO)
      0.57%0.62%
      Tractor SupplyTractor Supply (TSCO)
      0.57%0.61%
      FastenalFastenal (FAST)
      0.57%0.6%
      AccentureAccenture (ACN)
      0.57%0.6%
      DowDow (DOW)
      0.8%0.59%
      DeereDeere (DE)
      0.57%0.59%
      ColgateColgate (CL)
      0.57%0.58%
      PfizerPfizer (PFE)
      0.8%0.58%
      IIPRIIPR (IIPR)
      0.8%0.57%
      RoperRoper (ROP)
      0.57%0.57%
      HoneywellHoneywell (HON)
      0.57%0.57%
      VerizonVerizon (VZ)
      0.57%0.57%
      HPHP (HPQ)
      0.57%0.57%
      Essex Property TrustEssex Property Trust (ESS)
      0.57%0.56%
      FactSetFactSet (FDS)
      0.57%0.56%
      Air ProductsAir Products (APD)
      0.57%0.56%
      Texas InstrumentsTexas Instruments (TXN)
      0.57%0.56%
      YumYum (YUM)
      0.57%0.56%
      ITWITW (ITW)
      0.57%0.56%
      MSCIMSCI (MSCI)
      0.57%0.55%
      CloroxClorox (CLX)
      0.57%0.55%
      AEPAEP (AEP)
      0.57%0.55%
      HenkelHenkel (HEN3.DE)
      0.57%0.55%
      OtisOtis (OTIS)
      0.57%0.54%
      AmgenAmgen (AMGN)
      0.57%0.54%
      NextEraNextEra (NEE)
      0.57%0.53%
      NucorNucor (NUE)
      0.57%0.53%
      AbbottAbbott (ABT)
      0.57%0.53%
      Union PacificUnion Pacific (UNP)
      0.57%0.53%
      Public StoragePublic Storage (PSA)
      0.57%0.52%
      Domino'sDomino's (DPZ)
      0.57%0.51%
      Parker-HannifinParker-Hannifin (PH)
      0.57%0.51%
      WhirlpoolWhirlpool (WHR)
      0.8%0.51%
      S&P GlobalS&P Global (SPGI)
      0.57%0.5%
      SyscoSysco (SYY)
      0.57%0.5%
      SanofiSanofi (SAN.PA)
      0.57%0.5%
      VolkswagenVolkswagen (VOW3.DE)
      0.84%0.5%
      Constellation BrandsConstellation Brands (STZ)
      0.57%0.5%
      DiamondbackDiamondback (FANG)
      0.57%0.49%
      DanaherDanaher (DHR)
      0.57%0.49%
      LVMHLVMH (MC.PA)
      0.57%0.49%
      NikeNike (NKE)
      0.76%0.49%
      A O SmithA O Smith (AOS)
      0.57%0.48%
      McCormickMcCormick (MKC)
      0.57%0.48%
      J.B.HuntJ.B.Hunt (JBHT)
      0.57%0.48%
      General MillsGeneral Mills (GIS)
      0.57%0.48%
      MondelezMondelez (MDLZ)
      0.57%0.48%
      Black HillsBlack Hills (BKH)
      0.57%0.47%
      ITTITT (ITT)
      0.57%0.47%
      PPGPPG (PPG)
      0.57%0.47%
      NordsonNordson (NDSN)
      0.57%0.45%
      HersheyHershey (HSY)
      0.57%0.45%
      Elevance HealthElevance Health (ELV)
      0.57%0.45%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      0.57%0.45%
      Booz AllenBooz Allen (BAH)
      0.57%0.44%
      SmuckerSmucker (SJM)
      0.57%0.43%
      Genuine PartsGenuine Parts (GPC)
      0.57%0.43%
      Lam ResearchLam Research (LRCX)
      0.57%0.41%
      Stanley Black & DeckerStanley Black & Decker (SWK)
      0.76%0.41%
      TargetTarget (TGT)
      0.57%0.41%
      MedtronicMedtronic (MDT.US)
      0.57%0.41%
      CVS HealthCVS Health (CVS)
      0.76%0.41%
      ComcastComcast (CMCSA)
      0.57%0.4%
      HormelHormel (HRL)
      0.57%0.39%
      NestleNestle (NESN.ZU)
      0.57%0.36%
      ADMADM (ADM)
      0.57%0.31%
      BayerBayer (BAYN.DE)
      0.57%0.26%
      Leggett & PlattLeggett & Platt (LEG)
      0.8%0.19%
      WalgreensWalgreens (WBA)
      0.8%0.19%
      Evraz PLCEvraz PLC (EVR.L)
      0.34%0.17%

      Cash Exposure Over Time

      Cash Exposure % Over Time