REBO2301 avatar

REBO2301
🇩🇪 Multi-Strategy Software and Consumable Goods 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
July 8, 2022
Lowest Cash
October 27, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
20 instruments
September 24, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.3 instruments

Most Consistent Holdings

Top 5

avatarBRK.B
99.91%
avatarIBM
99.08%
avatarHLAG.DE
86.97%
avatarPYPL
86.78%
avatarAMZN
84.29%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 27, 2023
Lowest Exposure
July 8, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
20.71%
Technology Services
15.6%
Consumer Non Durables
14.38%
Retail Trade
9.72%
Commercial Services
5.78%

Top Countries

Top 5

🇺🇸United States
61.56%
🇩🇪Germany
13.07%
🇫🇷France
5.22%
🇬🇧United Kingdom
4.8%
🇧🇲Bermuda
3.06%

Holdings over time

(Since June 30, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
16.6%20.62%99.91%-
AmazonAmazon (AMZN)
7.19%17.42%84.29%-
IBMIBM (IBM)
6.42%8.93%99.08%-
PayPalPayPal (PYPL)
5.78%11.79%86.78%-
Hapag-LloydHapag-Lloyd (HLAG.DE)
5.37%5.2%86.97%-
AdobeAdobe (ADBE)
4.28%2.19%80.96%-
AppleApple (AAPL)
3.91%0%62.29%8/13/2024
LVMHLVMH (MC.PA)
3.57%10.6%30.68%-
PorschePorsche (P911.DE)
3.17%3.91%48.71%-
Coca-ColaCoca-Cola (KO)
3.13%0%50.37%2/2/2024
EverestEverest (EG)
3.06%0%38.35%5/7/2024
BirkenstockBirkenstock (BIRK)
2.94%4.73%59.15%-
VartaVarta (VAR1.DE)
2.84%0%48.24%7/22/2024
UiPathUiPath (PATH)
2.65%3.32%63.31%-
Procter & GambleProcter & Gamble (PG)
1.69%0%28.37%6/5/2023
VeoliaVeolia (VIE.PA)
1.65%0%21.44%4/7/2025
NestleNestle (NESN.ZU)
1.4%0%20.43%3/27/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.38%0%39.93%10/12/2023
WalmartWalmart (WMT)
1.32%0%25.42%5/4/2023
ShellShell (SHEL.L)
1.26%0%27.91%2/28/2024
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
1.22%0%21.53%3/13/2023
American WaterAmerican Water (AWK)
1.11%0%30.22%7/10/2025
AlibabaAlibaba (BABA)
1.08%0%25.51%8/5/2024
MicrosoftMicrosoft (MSFT)
1.03%10.25%13.59%-
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.86%0%18.58%1/18/2024
VonoviaVonovia (VNA.DE)
0.77%0%17.38%4/5/2024
NikeNike (NKE)
0.76%0%17.38%4/5/2024
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
0.68%0%17.84%8/6/2024
IntelIntel (INTC)
0.67%0%18.58%4/18/2024
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
0.62%0%15.16%1/16/2024
PepsiCoPepsiCo (PEP)
0.61%0%16.91%1/30/2023
Rio TintoRio Tinto (RIO)
0.6%0%13.86%9/28/2023
VolkswagenVolkswagen (VOW3.DE)
0.51%0%6.47%3/15/2023
MetaMeta (META)
0.49%0%7.58%7/17/2024
DisneyDisney (DIS)
0.43%0%7.76%2/10/2023
ExxonMobilExxonMobil (XOM)
0.42%0%10.17%11/9/2022
AsanaAsana (ASAN)
0.36%0%15.53%3/13/2023
NetflixNetflix (NFLX)
0.36%0%7.21%10/24/2022
BioNTech SEBioNTech SE (BNTX)
0.29%0%6.1%11/11/2022
Bank of AmericaBank of America (BAC)
0.28%0%7.86%12/5/2022
ColgateColgate (CL)
0.26%0%5.64%4/28/2023
ModernaModerna (MRNA)
0.21%0%6.1%11/11/2022
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.18%0%4.71%9/12/2024
Plug PowerPlug Power (PLUG)
0.17%0%4.44%2/9/2023
HelloFreshHelloFresh (HFG.DE)
0.12%0%2.59%1/31/2023
EUR/USDEUR/USD (EURUSD)
0.1%0%1.39%1/9/2023
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
0.06%0%1.29%9/26/2022
USD/JPYUSD/JPY (USDJPY)
0.05%0%1.11%7/11/2022
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.04%0%0.55%9/18/2024
NVIDIANVIDIA (NVDA)
0.02%0%0.92%3/29/2023
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.02%0%0.55%3/23/2023
EUSTX50 Index (Non Expiry)EUSTX50 Index (Non Expiry) (EUSTX50)
0%0%0.09%7/5/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Berkshire HathawayBerkshire Hathaway (BRK.B)
15.06%20.08%
LVMHLVMH (MC.PA)
15.63%14.67%
AmazonAmazon (AMZN)
4.07%9%
PayPalPayPal (PYPL)
8.14%8.87%
VeoliaVeolia (VIE.PA)
8.14%7.36%
IBMIBM (IBM)
4.64%7.05%
Hapag-LloydHapag-Lloyd (HLAG.DE)
9.77%6.72%
NestleNestle (NESN.ZU)
8.14%6.4%
PorschePorsche (P911.DE)
8.94%5.98%
BirkenstockBirkenstock (BIRK)
4.3%5.67%
UiPathUiPath (PATH)
5.7%3.45%
American WaterAmerican Water (AWK)
4.07%3.33%
AdobeAdobe (ADBE)
3.26%2.73%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments