RetireWealthy assets history on eToro

RetireWealthy

🇩🇪 Value Media Services and Software Investor.

37 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Levels

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

18.2 instruments

Most Consistent Holdings

Top 5

99.11%

SPGI

99.11%

MCO

99.01%

GOOG

99.01%

MSFT

99.01%

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

29.59%

Commercial Services

19.44%

Finance

15.47%

Retail Trade

9.31%

Electronic Technology

6.22%

Top Countries

Top 5

🇺🇸United States

82.1%

🇳🇱Netherlands

3.07%

🇹🇼Taiwan

1.72%

🇮🇹Italy

1.01%

🇮🇪Ireland

0.95%

Holdings over time

(Since September 11, 2023)

Instrument	Avg. Exposure	Current Exposure	Time Holding	Last Closed
Microsoft (MSFT)	7.86%	15.35%	99.01%	-
Visa (V)	7.36%	9.23%	99.11%	-
Alphabet (GOOG)	7.34%	14.59%	99.01%	-
Netflix (NFLX)	7.18%	10.26%	98.82%	-
Amazon (AMZN)	6.89%	14.45%	98.12%	-
S&P Global (SPGI)	6.12%	7.02%	99.11%	-
Mastercard (MA)	5.71%	9.74%	92.69%	-
Moody's (MCO)	5.51%	8.09%	99.01%	-
MSCI (MSCI)	4.91%	0%	83.61%	1/14/2026
Booking (BKNG)	3.71%	0%	58.14%	12/15/2025
Salesforce (CRM)	2.63%	0%	51.23%	9/22/2025
ASML (ASML)	2.54%	0%	47.68%	10/13/2025
FICO (FICO)	2.24%	0%	41.26%	3/27/2026
TSMC (TSM)	1.72%	0%	45.8%	9/23/2025
VICI Properties (VICI)	1.38%	0%	37.31%	12/23/2024
Ulta (ULTA)	1.16%	0%	33.76%	9/16/2024
Fortinet (FTNT)	1.08%	0%	25.86%	1/23/2026
Meta (META)	1.04%	11.27%	12.14%	-
Ferrari (RACE)	1.01%	0%	23.4%	5/29/2026
Accenture (ACN)	0.95%	0%	31.19%	9/26/2025
Adobe (ADBE)	0.68%	0%	27.34%	6/16/2026
UnitedHealth (UNH)	0.67%	0%	18.85%	3/11/2026
Uber (UBER)	0.66%	0%	12.64%	2/6/2025
Union Pacific (UNP)	0.6%	0%	23.4%	11/6/2024
ARM (ARM)	0.59%	0%	13.92%	12/23/2025
ASML (ASML.NV)	0.53%	0%	21.92%	4/22/2024
Canadian Pacific (CP)	0.48%	0%	19.35%	4/25/2024
Costco (COST)	0.48%	0%	16.49%	3/21/2025
Coca-Cola (KO)	0.44%	0%	19.15%	4/17/2024
PepsiCo (PEP)	0.43%	0%	17.37%	5/30/2025
Texas Roadhouse (TXRH)	0.43%	0%	22.11%	4/24/2024
Berkshire Hathaway (BRK.B)	0.41%	0%	19.64%	6/24/2025
Schwab US Dividend Equity ETF (SCHD)	0.39%	0%	16.78%	2/29/2024
McDonald's (MCD)	0.39%	0%	19.94%	4/25/2024
Apple (AAPL)	0.36%	0%	12.73%	5/6/2024
PayPal (PYPL)	0.33%	0%	12.93%	2/9/2024
Equifax (EFX)	0.33%	0%	6.71%	9/17/2025
American Express (AXP)	0.31%	0%	18.66%	3/27/2024
Alibaba (BABA)	0.3%	0%	12.04%	1/12/2024
Monster Beverage (MNST)	0.29%	0%	12.73%	7/18/2024
Airbnb (ABNB)	0.28%	0%	13.33%	9/13/2024
Starbucks (SBUX)	0.26%	0%	12.44%	1/31/2024
Spotify (SPOT)	0.24%	0%	4.94%	5/15/2026
NVIDIA (NVDA)	0.23%	0%	3.46%	3/26/2026
Johnson & Johnson (JNJ)	0.2%	0%	9.28%	1/12/2024
BJ's (BJ)	0.2%	0%	6.42%	1/19/2024
e.l.f. (ELF)	0.2%	0%	7.4%	4/25/2024
Intuit (INTU)	0.19%	0%	3.46%	6/8/2026
Duolingo (DUOL)	0.14%	0%	5.03%	9/15/2025
Walmart (WMT)	0.14%	0%	4.64%	1/2/2024
Interactive Brokers Group (IBKR)	0.12%	0%	4.05%	4/29/2025
Pfizer (PFE)	0.12%	0%	6.22%	12/15/2023
STMicroelectronics (STMPA.PA)	0.12%	0%	6.71%	1/24/2024
Palo Alto Networks (PANW)	0.11%	0%	6.12%	8/19/2024
Arista (ANET)	0.1%	0%	1.68%	12/19/2025
Nike (NKE)	0.1%	0%	5.92%	7/1/2024
Home Depot (HD)	0.1%	0%	5.43%	1/2/2026
BlackRock (BLK)	0.09%	0%	7.01%	4/26/2024
Tesla (TSLA)	0.09%	0%	4.05%	1/25/2024
Disney (DIS)	0.09%	0%	7.21%	1/2/2024
Vanguard Information Technology (VGT)	0.09%	0%	5.53%	9/11/2024
iShares 20+ Year Treasury Bond ETF (TLT)	0.08%	0%	2.76%	2/1/2024
Estee Lauder (EL)	0.07%	0%	6.42%	11/17/2023
Chipotle (CMG)	0.06%	0%	4.74%	11/13/2023
Evolution (EVO.ST)	0.05%	0%	2.17%	1/21/2025
Realty Income (O)	0.05%	0%	5.53%	11/14/2023
Vanguard FTSE Emerging Markets (VWO)	0.05%	0%	5.03%	11/3/2023
iShares Core S&P Small-Cap ETF (IJR)	0.05%	0%	1.97%	10/14/2024
British American Tobacco (BTI)	0.05%	0%	3.55%	11/3/2023
LVMH (MC.PA)	0.05%	0%	3.46%	1/24/2024
Crocs (CROX)	0.04%	0%	5.43%	11/14/2023
State Street Health Care Select Sector SPDR ETF (XLV)	0.04%	0%	1.58%	6/18/2025
Target (TGT)	0.04%	0%	3.55%	11/15/2023
SAP (SAP)	0.04%	0%	1.58%	9/4/2025
Novo-Nordisk (NVO)	0.04%	0%	1.38%	7/10/2025
Linde (LIN)	0.04%	0%	4.24%	11/3/2023
KraneShares CSI China Internet (KWEB)	0.03%	0%	1.68%	12/28/2023
Schwab U.S. Large-Cap Growth ETF (SCHG)	0.03%	0%	1.18%	3/11/2025
JPMorgan (JPM)	0.02%	0%	1.38%	4/22/2024
ServiceNow (NOW)	0.02%	0%	1.88%	4/3/2024
ExxonMobil (XOM)	0.02%	0%	1.28%	11/15/2023
Micron (MU)	0.02%	0%	0.39%	5/26/2026
SAP (SAP.DE)	0.02%	0%	2.86%	10/12/2023
Oracle (ORCL)	0.01%	0%	0.49%	12/15/2023
Veeva (VEEV)	0.01%	0%	0.39%	12/27/2024
Altria (MO)	0.01%	0%	0.69%	12/28/2023
Intel (INTC)	0.01%	0%	0.2%	6/3/2026
Occidental (OXY)	0.01%	0%	0.69%	12/13/2023
Wynn Resorts (WYNN)	0.01%	0%	0.39%	11/14/2023
Volkswagen (VOW3.DE)	0.01%	0%	0.59%	9/20/2023
Mercedes-Benz (MBG.DE)	0.01%	0%	0.59%	9/20/2023
Broadcom (AVGO)	0%	0%	0.3%	9/9/2024
Copart (CPRT)	0%	0%	0.1%	10/9/2025
Foot Locker (FL)	0%	0%	0.1%	9/14/2023
Bank of America (BAC)	0%	0%	0.1%	10/13/2023
ADP (ADP)	0%	0%	0.2%	10/6/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date

2026

Instrument	Invested	Value
Alphabet (GOOG)	8.46%	11.72%
Amazon (AMZN)	10.15%	9.88%
Netflix (NFLX)	10.15%	9.8%
Visa (V)	8.46%	8.66%
Microsoft (MSFT)	8.46%	8.36%
Mastercard (MA)	8.46%	8.3%
Moody's (MCO)	8.46%	8.2%
MSCI (MSCI)	8.46%	8.07%
S&P Global (SPGI)	8.46%	7.99%
Fortinet (FTNT)	8.46%	7.88%
Home Depot (HD)	8.46%	7.86%

Cash & Instruments Over Time

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Holdings over time

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments