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PortfolioX
🇬🇧 Investor.
2 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
June 3, 2025
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
32 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
31.9 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.77%
avatarIPGP
99.77%
avatarIDXX
99.77%
avatarEFX
99.77%
avatarAAPL
99.66%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
June 3, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
44.44%
Consumer Non Durables
10.87%
Health Technology
10.36%
Retail Trade
9.77%
Electronic Technology
7.84%

Top Countries

Top 5

🇺🇸United States
94.36%
🇺🇾Uruguay
3.59%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MetaMeta (META)
17.29%23.88%99.66%-
AlphabetAlphabet (GOOG)
6.93%6.73%99.77%-
MicrosoftMicrosoft (MSFT)
5.17%5.3%99.66%-
AppleApple (AAPL)
4.9%4.18%99.66%-
ADPADP (ADP)
4.79%4.97%99.66%-
AmazonAmazon (AMZN)
4.28%4.66%99.66%-
MercadoLibreMercadoLibre (MELI)
3.59%4.53%99.66%-
MarriottMarriott (MAR)
2.94%2.85%99.66%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.92%2.94%99.66%-
VisaVisa (V)
2.85%3.16%99.66%-
StrykerStryker (SYK)
2.72%2.62%99.66%-
FortinetFortinet (FTNT)
2.52%2.99%99.66%-
IntuitIntuit (INTU)
2.35%2.62%99.66%-
ColgateColgate (CL)
2.32%1.98%99.66%-
EquifaxEquifax (EFX)
2.27%2.09%99.77%-
Procter & GambleProcter & Gamble (PG)
2.27%1.89%99.66%-
MSCIMSCI (MSCI)
2.24%1.91%99.66%-
PepsiCoPepsiCo (PEP)
2.22%1.37%99.66%-
ANSYSANSYS (ANSS)
2.21%1.9%99.66%-
Johnson & JohnsonJohnson & Johnson (JNJ)
2.1%1.66%99.66%-
StarbucksStarbucks (SBUX)
2.07%1.56%99.66%-
IDEXXIDEXX (IDXX)
2.05%1.79%99.77%-
BDBD (BDX)
2.03%1.18%99.66%-
Home DepotHome Depot (HD)
1.89%1.63%99.66%-
McCormickMcCormick (MKC)
1.7%1.32%99.66%-
PayPalPayPal (PYPL)
1.61%1.38%99.66%-
CognexCognex (CGNX)
1.5%0.85%99.66%-
NikeNike (NKE)
1.48%0.77%99.66%-
MasimoMasimo (MASI)
1.46%1.42%99.66%-
IPG PhotonicsIPG Photonics (IPGP)
1.44%0.85%99.77%-
SabreSabre (SABR)
0.94%0.55%99.66%-
Estee LauderEstee Lauder (EL)
0.89%0.34%99.66%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
MetaMeta (META)
11.36%21.17%
AlphabetAlphabet (GOOG)
6.81%7.74%
AppleApple (AAPL)
4.54%5.42%
AmazonAmazon (AMZN)
4.54%5.06%
MicrosoftMicrosoft (MSFT)
4.54%5.03%
ADPADP (ADP)
4.54%4.71%
MercadoLibreMercadoLibre (MELI)
2.27%3.28%
MarriottMarriott (MAR)
2.27%3.16%
FortinetFortinet (FTNT)
2.27%2.85%
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.27%2.85%
VisaVisa (V)
2.27%2.85%
StrykerStryker (SYK)
2.27%2.59%
IntuitIntuit (INTU)
2.27%2.25%
MSCIMSCI (MSCI)
2.27%2.13%
ColgateColgate (CL)
2.27%2.11%
EquifaxEquifax (EFX)
2.27%2.1%
Procter & GambleProcter & Gamble (PG)
2.27%2.04%
ANSYSANSYS (ANSS)
2.27%1.99%
Home DepotHome Depot (HD)
2.27%1.83%
PayPalPayPal (PYPL)
4.54%1.7%
PepsiCoPepsiCo (PEP)
2.27%1.69%
StarbucksStarbucks (SBUX)
2.27%1.68%
Johnson & JohnsonJohnson & Johnson (JNJ)
2.27%1.63%
BDBD (BDX)
2.27%1.62%
IDEXXIDEXX (IDXX)
2.27%1.49%
MasimoMasimo (MASI)
2.27%1.45%
McCormickMcCormick (MKC)
2.27%1.43%
CognexCognex (CGNX)
2.27%1.06%
NikeNike (NKE)
2.27%0.98%
IPG PhotonicsIPG Photonics (IPGP)
2.27%0.95%
SabreSabre (SABR)
2.27%0.77%
Estee LauderEstee Lauder (EL)
2.27%0.39%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments