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Potex82
🇪🇸 ETF Investor.
1 copier.

Cash Allocation

Range

Highest Cash
September 12, 2023
Lowest Cash
January 14, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
52 instruments
December 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
35.1 instruments

Most Consistent Holdings

Top 5

avatarECL
98.42%
avatarCTVA
98.42%
avatarWMT
98.02%
avatarVOO
98.02%
avatarIBE.MC
97.83%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 14, 2024
Lowest Exposure
September 12, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
39.45%
Technology Services
9.48%
Retail Trade
6.58%
Utilities
5.11%
Electronic Technology
4.4%

Top Countries

Top 5

🇺🇸United States
36.53%
🇪🇸Spain
4.75%
🇫🇷France
2.06%
🇩🇪Germany
1.56%
🇨🇳China
1.38%

Number of Instruments

Holdings over time

(Since September 12, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
9.23%0%64.23%9/30/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
8.55%0%98.02%2/1/2025
iShares U.S. Real Estate ETFiShares U.S. Real Estate ETF (IYR)
5.01%0%85.77%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
4.51%0%92.69%1/10/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
3.68%0%89.72%2/1/2025
iShares Russell Mid-Cap Growth ETFiShares Russell Mid-Cap Growth ETF (IWP)
3.42%0%66.21%2/1/2025
WalmartWalmart (WMT)
2.58%0%98.02%2/1/2025
IberdrolaIberdrola (IBE.MC)
2.22%0%97.83%2/1/2025
CortevaCorteva (CTVA)
2.16%0%98.42%2/1/2025
MicrosoftMicrosoft (MSFT)
1.98%0%88.74%2/1/2025
BitcoinBitcoin (BTC)
1.92%0%88.93%2/1/2025
AmazonAmazon (AMZN)
1.88%0%88.14%2/1/2025
McDonald'sMcDonald's (MCD)
1.84%0%88.93%2/1/2025
EcolabEcolab (ECL)
1.8%0%98.42%2/1/2025
AmadeusAmadeus (AMS.MC)
1.78%0%88.93%2/1/2025
BlackRockBlackRock (BLK)
1.77%0%86.17%2/1/2025
DriverlessDriverless
1.72%0%93.87%2/1/2025
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
1.72%0%51.78%2/1/2025
DisneyDisney (DIS)
1.7%0%88.54%2/1/2025
Coca-ColaCoca-Cola (KO)
1.67%0%88.74%2/1/2025
orlandoagarciaorlandoagarcia
1.64%0%11.26%11/8/2023
MastercardMastercard (MA)
1.58%0%85.38%2/1/2025
SAPSAP (SAP.DE)
1.56%0%87.15%2/1/2025
VisaVisa (V)
1.55%0%85.38%2/1/2025
XylemXylem (XYL)
1.51%0%81.42%1/8/2025
AlphabetAlphabet (GOOG)
1.48%0%65.22%2/1/2025
AxonAxon (AXON)
1.41%0%63.44%8/7/2024
VeraltoVeralto (VLTO)
1.38%0%62.06%9/26/2024
ModernaModerna (MRNA)
1.36%0%84.39%2/1/2025
VeoliaVeolia (VIE.PA)
1.28%0%60.87%8/1/2024
MercadoLibreMercadoLibre (MELI)
1.27%0%66.4%2/1/2025
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
1.27%0%37.94%2/1/2025
CiscoCisco (CSCO)
1.25%0%82.81%2/1/2025
iShares FTSE 250 UCITS ETFiShares FTSE 250 UCITS ETF (MIDD.L)
1.23%0%37.94%2/1/2025
EnelEnel (ENEL.MI)
1.22%0%85.57%2/1/2025
EnphaseEnphase (ENPH)
1.08%0%73.52%2/1/2025
EvercoreEvercore (EVR)
0.81%0%34.58%4/5/2024
ESP35 Index (Non Expiry)ESP35 Index (Non Expiry) (ESP35)
0.79%0%6.32%11/2/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.75%0%40.71%2/1/2025
BYDBYD (01211.HK)
0.72%0%40.51%2/1/2025
DuolingoDuolingo (DUOL)
0.67%0%33.6%2/1/2025
AlibabaAlibaba (BABA)
0.66%0%34.98%2/1/2025
MondelezMondelez (MDLZ)
0.65%0%27.47%3/26/2024
PfizerPfizer (PFE)
0.64%0%40.12%2/1/2025
UberUber (UBER)
0.6%0%34.78%2/1/2025
ACM ResearchACM Research (ACMR)
0.58%0%46.05%2/1/2025
PagseguroPagseguro (PAGS)
0.54%0%61.46%2/1/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.45%0%4.55%1/21/2025
EngieEngie (ENGI.PA)
0.39%0%24.31%2/1/2025
Global X Uranium ETFGlobal X Uranium ETF (URA)
0.39%0%7.11%11/2/2023
KlepierreKlepierre (LI.PA)
0.39%0%24.31%2/1/2025
Red ElectricaRed Electrica (RED.MC)
0.37%0%24.31%2/1/2025
TelefonicaTelefonica (TEF.MC)
0.37%0%24.31%2/1/2025
Eli LillyEli Lilly (LLY)
0.36%0%10.87%12/7/2023
VodafoneVodafone (VOD)
0.34%0%11.07%12/12/2023
AdobeAdobe (ADBE)
0.32%0%21.54%2/1/2025
Reddit IncReddit Inc (RDDT)
0.31%0%22.92%2/1/2025
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.28%0%9.29%2/1/2025
MerckMerck (MRK)
0.27%0%17.19%2/1/2025
IntelIntel (INTC)
0.22%0%16.01%2/1/2025
ASMLASML (ASML.NV)
0.21%0%15.61%2/1/2025
AholdAhold (AD.NV)
0.19%0%8.1%12/14/2023
iShares Core 10+ Year USD Bond ETFiShares Core 10+ Year USD Bond ETF (ILTB)
0.17%0%1.78%10/20/2023
MicronMicron (MU)
0.12%0%16.01%2/1/2025
BoeingBoeing (BA)
0.11%0%12.65%2/1/2025
DeereDeere (DE)
0.07%0%8.5%2/1/2025
EthereumEthereum (ETH)
0.07%0%11.26%5/1/2024
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.05%0%4.55%6/3/2024
DraftKingsDraftKings (DKNG)
0.03%0%1.78%2/1/2025
FlutterFlutter (FLTR.L)
0.03%0%1.78%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		5.13%5.89%
      iShares Russell Mid-Cap Growth ETFiShares Russell Mid-Cap Growth ETF (IWP)
      		3.42%3.72%
      iShares U.S. Real Estate ETFiShares U.S. Real Estate ETF (IYR)
      		3.42%3.68%
      iShares MSCI China ETFiShares MSCI China ETF (MCHI)
      		3.42%3.32%
      iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
      		3.42%3.26%
      iShares FTSE 250 UCITS ETFiShares FTSE 250 UCITS ETF (MIDD.L)
      		3.42%3.18%
      AmazonAmazon (AMZN)
      		2.56%3.14%
      iShares MSCI India ETFiShares MSCI India ETF (INDA)
      		3.42%3.09%
      WalmartWalmart (WMT)
      		1.71%2.68%
      MicrosoftMicrosoft (MSFT)
      		2.56%2.5%
      McDonald'sMcDonald's (MCD)
      		2.56%2.49%
      BitcoinBitcoin (BTC)
      		1.71%2.3%
      BlackRockBlackRock (BLK)
      		1.71%2.21%
      SAPSAP (SAP.DE)
      		1.71%2.21%
      DisneyDisney (DIS)
      		1.71%2.09%
      MastercardMastercard (MA)
      		1.71%1.97%
      VisaVisa (V)
      		1.71%1.95%
      IberdrolaIberdrola (IBE.MC)
      		1.71%1.89%
      AlphabetAlphabet (GOOG)
      		1.71%1.89%
      AmadeusAmadeus (AMS.MC)
      		1.71%1.88%
      BYDBYD (01211.HK)
      		1.71%1.82%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		1.71%1.82%
      DuolingoDuolingo (DUOL)
      		1.71%1.8%
      AlibabaAlibaba (BABA)
      		1.71%1.78%
      CortevaCorteva (CTVA)
      		1.71%1.76%
      Coca-ColaCoca-Cola (KO)
      		1.71%1.75%
      MercadoLibreMercadoLibre (MELI)
      		1.71%1.67%
      iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
      		1.71%1.66%
      ASMLASML (ASML.NV)
      		1.71%1.65%
      DriverlessDriverless
      		1.75%1.64%
      EngieEngie (ENGI.PA)
      		1.71%1.64%
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		1.71%1.59%
      MerckMerck (MRK)
      		1.71%1.58%
      KlepierreKlepierre (LI.PA)
      		1.71%1.57%
      Red ElectricaRed Electrica (RED.MC)
      		1.71%1.56%
      PfizerPfizer (PFE)
      		1.71%1.51%
      TelefonicaTelefonica (TEF.MC)
      		1.71%1.48%
      UberUber (UBER)
      		1.71%1.47%
      AdobeAdobe (ADBE)
      		1.71%1.42%
      EnphaseEnphase (ENPH)
      		1.95%1.41%
      IntelIntel (INTC)
      		1.71%1.34%
      EcolabEcolab (ECL)
      		0.85%1.09%
      ACM ResearchACM Research (ACMR)
      		1.71%0.99%
      CiscoCisco (CSCO)
      		0.85%0.98%
      Reddit IncReddit Inc (RDDT)
      		0.85%0.97%
      XylemXylem (XYL)
      		0.85%0.94%
      BoeingBoeing (BA)
      		0.85%0.93%
      EnelEnel (ENEL.MI)
      		0.85%0.87%
      DeereDeere (DE)
      		0.85%0.81%
      ModernaModerna (MRNA)
      		1.71%0.76%
      MicronMicron (MU)
      		0.85%0.67%
      PagseguroPagseguro (PAGS)
      		0.85%0.36%

      Cash Exposure Over Time

      Cash Exposure % Over Time