RetireWealthy avatar

RetireWealthy
🇩🇪 Value Software and Media Services Investor.
54 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
September 11, 2023
Lowest Cash
April 4, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
47 instruments
October 26, 2023
Least Diversified
0 instruments
September 11, 2023
Average
20.1 instruments

Most Consistent Holdings

Top 5

avatarV
99.51%
avatarSPGI
99.51%
avatarMCO
99.39%
avatarMSCI
99.39%
avatarGOOG
99.39%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 4, 2024
Lowest Exposure
September 11, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
31.44%
Finance
15.18%
Commercial Services
13.42%
Retail Trade
9.38%
Electronic Technology
7.28%

Top Countries

Top 5

🇺🇸United States
79.53%
🇳🇱Netherlands
3.82%
🇹🇼Taiwan
2.14%
🇮🇪Ireland
1.18%
🇮🇹Italy
1.08%

Holdings over time

(Since September 11, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
VisaVisa (V)
7.1%8.07%99.51%-
NetflixNetflix (NFLX)
6.73%7.4%99.14%-
AmazonAmazon (AMZN)
6.41%8.28%98.28%-
MicrosoftMicrosoft (MSFT)
6.17%8.1%99.39%-
AlphabetAlphabet (GOOG)
6%12.05%99.39%-
S&P GlobalS&P Global (SPGI)
5.85%7.64%99.51%-
MSCIMSCI (MSCI)
5.74%7.59%99.39%-
MastercardMastercard (MA)
5.09%7.72%91.53%-
Moody'sMoody's (MCO)
4.99%7.98%99.39%-
BookingBooking (BKNG)
4.53%8.02%71.29%-
SalesforceSalesforce (CRM)
3.26%0%63.68%9/22/2025
ASMLASML (ASML)
3.16%0%59.26%10/13/2025
TSMCTSMC (TSM)
2.14%0%56.93%9/23/2025
FICOFICO (FICO)
1.77%0%40.98%7/11/2025
VICI PropertiesVICI Properties (VICI)
1.72%0%46.38%12/23/2024
UltaUlta (ULTA)
1.45%0%41.96%9/16/2024
AccentureAccenture (ACN)
1.18%0%38.77%9/26/2025
FerrariFerrari (RACE)
1.08%0%25.4%10/14/2025
FortinetFortinet (FTNT)
0.93%4.2%26.5%-
UberUber (UBER)
0.83%0%15.71%2/6/2025
UnitedHealthUnitedHealth (UNH)
0.83%0%22.82%8/18/2025
Union PacificUnion Pacific (UNP)
0.75%0%29.08%11/6/2024
AdobeAdobe (ADBE)
0.68%0%26.38%9/11/2025
ARMARM (ARM)
0.67%0%16.32%10/9/2025
ASMLASML (ASML.NV)
0.66%0%27.24%4/22/2024
Canadian PacificCanadian Pacific (CP)
0.6%0%24.05%4/25/2024
CostcoCostco (COST)
0.6%0%20.49%3/21/2025
Coca-ColaCoca-Cola (KO)
0.55%0%23.8%4/17/2024
PepsiCoPepsiCo (PEP)
0.54%0%21.6%5/30/2025
Texas RoadhouseTexas Roadhouse (TXRH)
0.53%0%27.48%4/24/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.51%0%24.42%6/24/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.49%0%20.86%2/29/2024
McDonald'sMcDonald's (MCD)
0.48%0%24.79%4/25/2024
AppleApple (AAPL)
0.45%0%15.83%5/6/2024
PayPalPayPal (PYPL)
0.41%0%16.07%2/9/2024
EquifaxEquifax (EFX)
0.41%0%8.34%9/17/2025
American ExpressAmerican Express (AXP)
0.38%0%23.19%3/27/2024
AlibabaAlibaba (BABA)
0.37%0%14.97%1/12/2024
Monster BeverageMonster Beverage (MNST)
0.36%0%15.83%7/18/2024
AirbnbAirbnb (ABNB)
0.35%0%16.56%9/13/2024
StarbucksStarbucks (SBUX)
0.32%0%15.46%1/31/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.25%0%11.53%1/12/2024
BJ'sBJ's (BJ)
0.25%0%7.98%1/19/2024
e.l.f.e.l.f. (ELF)
0.24%0%9.2%4/25/2024
DuolingoDuolingo (DUOL)
0.18%0%6.26%9/15/2025
WalmartWalmart (WMT)
0.17%0%5.77%1/2/2024
MetaMeta (META)
0.16%0%4.66%11/26/2025
Interactive Brokers GroupInteractive Brokers Group (IBKR)
0.15%0%5.03%4/29/2025
PfizerPfizer (PFE)
0.15%0%7.73%12/15/2023
STMicroelectronicsSTMicroelectronics (STMPA.PA)
0.14%0%8.34%1/24/2024
Palo Alto NetworksPalo Alto Networks (PANW)
0.14%0%7.61%8/19/2024
NikeNike (NKE)
0.12%0%7.36%7/1/2024
BlackRockBlackRock (BLK)
0.12%0%8.71%4/26/2024
TeslaTesla (TSLA)
0.12%0%5.03%1/25/2024
DisneyDisney (DIS)
0.12%0%8.96%1/2/2024
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.11%0%6.87%9/11/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.09%0%3.44%2/1/2024
Home DepotHome Depot (HD)
0.09%0%6.38%5/19/2025
Estee LauderEstee Lauder (EL)
0.09%0%7.98%11/17/2023
ChipotleChipotle (CMG)
0.07%0%5.89%11/13/2023
EvolutionEvolution (EVO.ST)
0.07%0%2.7%1/21/2025
Realty IncomeRealty Income (O)
0.07%0%6.87%11/14/2023
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.06%0%6.26%11/3/2023
iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
0.06%0%2.45%10/14/2024
British American TobaccoBritish American Tobacco (BTI)
0.06%0%4.42%11/3/2023
LVMHLVMH (MC.PA)
0.06%0%4.29%1/24/2024
CrocsCrocs (CROX)
0.06%0%6.75%11/14/2023
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.05%0%1.96%6/18/2025
TargetTarget (TGT)
0.05%0%4.42%11/15/2023
SAPSAP (SAP)
0.05%0%1.96%9/4/2025
Novo-NordiskNovo-Nordisk (NVO)
0.05%0%1.72%7/10/2025
LindeLinde (LIN)
0.05%0%5.28%11/3/2023
KraneShares CSI China InternetKraneShares CSI China Internet (KWEB)
0.04%0%2.09%12/28/2023
SpotifySpotify (SPOT)
0.04%4.03%1.23%-
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
0.04%0%1.47%3/11/2025
AristaArista (ANET)
0.03%5.17%0.61%-
JPMorganJPMorgan (JPM)
0.03%0%1.72%4/22/2024
ServiceNowServiceNow (NOW)
0.03%0%2.33%4/3/2024
IntuitIntuit (INTU)
0.03%0%1.23%9/15/2025
NVIDIANVIDIA (NVDA)
0.02%0%0.98%4/26/2024
ExxonMobilExxonMobil (XOM)
0.02%0%1.6%11/15/2023
SAPSAP (SAP.DE)
0.02%0%3.56%10/12/2023
OracleOracle (ORCL)
0.01%0%0.61%12/15/2023
VeevaVeeva (VEEV)
0.01%0%0.49%12/27/2024
AltriaAltria (MO)
0.01%0%0.86%12/28/2023
OccidentalOccidental (OXY)
0.01%0%0.86%12/13/2023
Wynn ResortsWynn Resorts (WYNN)
0.01%0%0.49%11/14/2023
VolkswagenVolkswagen (VOW3.DE)
0.01%0%0.74%9/20/2023
Mercedes-BenzMercedes-Benz (MBG.DE)
0.01%0%0.74%9/20/2023
BroadcomBroadcom (AVGO)
0.01%0%0.37%9/9/2024
CopartCopart (CPRT)
0%0%0.12%10/9/2025
Foot LockerFoot Locker (FL)
0%0%0.12%9/14/2023
Bank of AmericaBank of America (BAC)
0%0%0.12%10/13/2023
ADPADP (ADP)
0%0%0.25%10/6/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NetflixNetflix (NFLX)
7.05%9.08%
AmazonAmazon (AMZN)
7.2%7.85%
VisaVisa (V)
7.05%7.39%
MSCIMSCI (MSCI)
7.05%7.32%
BookingBooking (BKNG)
6.04%7.26%
AlphabetAlphabet (GOOG)
7.05%7.13%
Moody'sMoody's (MCO)
7.05%6.83%
S&P GlobalS&P Global (SPGI)
7.05%6.66%
SalesforceSalesforce (CRM)
5.64%6.53%
MastercardMastercard (MA)
5.64%5.84%
MicrosoftMicrosoft (MSFT)
6.33%5.76%
UberUber (UBER)
7.05%5.67%
ASMLASML (ASML)
7.05%5.62%
AdobeAdobe (ADBE)
4.94%4.33%
UnitedHealthUnitedHealth (UNH)
4.94%4.26%
EvolutionEvolution (EVO.ST)
2.82%2.47%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments