RicardoAM avatar

RicardoAM
🇵🇹 Multi-Strategy Investor.
193 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
April 4, 2025
Lowest Cash
February 24, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
37 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
26.5 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.92%
avatarGOOG
99.92%
avatarMSFT
99.92%
avatarAMZN
99.92%
avatarJPM
99.92%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 24, 2022
Lowest Exposure
April 4, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
22.21%
Finance
17.89%
Retail Trade
14.85%
ETFs
11.65%
Electronic Technology
8.88%

Top Countries

Top 5

🇺🇸United States
73.88%
🇨🇦Canada
4.13%
🇨🇳China
2.13%
🇹🇼Taiwan
1.15%
🇱🇺Luxembourg
0.95%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
6.26%3.22%99.92%-
AlphabetAlphabet (GOOG)
6.17%4.61%99.92%-
AppleApple (AAPL)
6.1%1.96%99.92%-
AmazonAmazon (AMZN)
5.99%4.12%99.92%-
CostcoCostco (COST)
5.72%5.09%99.92%-
TeslaTesla (TSLA)
5.7%1.91%99.92%-
JPMorganJPMorgan (JPM)
5.35%2.07%99.92%-
VICI PropertiesVICI Properties (VICI)
4.95%5.79%99.92%-
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
4.7%3.22%47.3%-
NetflixNetflix (NFLX)
3.8%2.79%99.92%-
S&P GlobalS&P Global (SPGI)
2.97%4.74%70.9%-
Texas RoadhouseTexas Roadhouse (TXRH)
2.91%2.76%80.74%-
BrookfieldBrookfield (BN.US)
2.71%4.68%61.07%-
iShares MSCI India ETFiShares MSCI India ETF (INDA)
2.27%4.51%58.77%-
MetaMeta (META)
2.08%3.94%75.98%-
BrookfieldBrookfield (BAM)
1.9%0%65.82%5/14/2025
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
1.76%0%57.7%3/11/2024
Goldman SachsGoldman Sachs (GS)
1.5%0%56.07%12/15/2023
DisneyDisney (DIS)
1.45%0%40.08%5/30/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.3%0%57.05%5/27/2025
Canadian PacificCanadian Pacific (CP)
1.15%0%52.46%11/4/2024
TSMCTSMC (TSM)
1.15%3.73%43.44%-
FortinetFortinet (FTNT)
1.08%2.09%54.18%-
Church & DwightChurch & Dwight (CHD)
1.08%0%63.44%11/4/2024
AlibabaAlibaba (BABA)
0.97%0%72.54%11/6/2024
SpotifySpotify (SPOT)
0.95%1.6%41.23%-
Union PacificUnion Pacific (UNP)
0.85%0%43.11%5/27/2024
AMDAMD (AMD)
0.81%0%38.85%5/15/2023
TargetTarget (TGT)
0.8%0%40.08%5/30/2023
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.78%0%28.93%4/4/2023
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.73%0%13.85%1/3/2025
Home DepotHome Depot (HD)
0.68%0%25.66%11/25/2022
TencentTencent (0700.HK)
0.54%0%51.8%10/24/2023
Store Capital Corp.Store Capital Corp. (STOR)
0.47%0%20.66%9/18/2022
AllyAlly (ALLY)
0.43%0%25.82%7/28/2023
Waste ManagementWaste Management (WM)
0.41%0%19.02%8/24/2022
ValeVale (VALE)
0.41%0%29.51%1/18/2023
ASMLASML (ASML)
0.4%3.6%15.74%-
Dollar GeneralDollar General (DG.US)
0.38%0%20.57%8/23/2023
MastercardMastercard (MA)
0.36%0%16.31%7/19/2022
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.33%0%32.87%7/23/2024
EnphaseEnphase (ENPH)
0.28%0%16.31%7/19/2022
PalantirPalantir (PLTR)
0.27%0%20.9%9/22/2022
VisaVisa (V)
0.25%0%16.31%7/19/2022
Bank of ChinaBank of China (3988.HK)
0.23%2.21%10.08%-
UnityUnity (U)
0.22%0%20.74%9/20/2022
Invesco QQQInvesco QQQ (QQQ)
0.21%0%13.28%9/6/2024
Take-TwoTake-Two (TTWO)
0.2%0%29.92%1/23/2023
SalesforceSalesforce (CRM)
0.18%0%7.87%7/8/2024
Pool Corp.Pool Corp. (POOL)
0.14%0%10.66%8/28/2023
Zijin MiningZijin Mining (2899.HK)
0.14%0%7.21%5/2/2025
EthereumEthereum (ETH)
0.13%0%8.2%5/21/2025
DocuSignDocuSign (DOCU)
0.13%0%13.52%6/15/2022
HDFCHDFC (HDB)
0.12%2.1%4.18%-
Wheaton Precious MetalsWheaton Precious Metals (WPM)
0.11%0%6.15%3/20/2025
JD.comJD.com (JD.US)
0.1%0%4.51%4/14/2025
EQTEQT (EQT)
0.09%0%3.44%4/30/2025
TraneTrane (TT)
0.09%0%8.93%4/20/2022
Turning Point BrandsTurning Point Brands (TPB)
0.09%0%4.51%4/3/2025
EvolutionEvolution (EVO.ST)
0.08%0%9.67%11/19/2024
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.08%0%4.51%4/3/2025
AbbVieAbbVie (ABBV)
0.07%0%4.92%3/1/2022
iShares Silver TrustiShares Silver Trust (SLV)
0.07%2.03%3.28%-
NateraNatera (NTRA)
0.07%1.93%3.61%-
MerckMerck (MRK)
0.07%0%8.77%4/18/2022
WiseWise (WISE.L)
0.07%0%4.84%7/19/2024
AbbottAbbott (ABT)
0.06%2.59%2.46%-
SunrunSunrun (RUN)
0.06%0%8.93%4/20/2022
Agnico EagleAgnico Eagle (AEM)
0.06%0%2.62%2/5/2025
MDU ResourcesMDU Resources (MDU)
0.06%0%2.87%4/4/2025
CamecoCameco (CCJ)
0.06%0%2.95%4/3/2025
Lockheed MartinLockheed Martin (LMT)
0.06%0%4.92%3/1/2022
UltaUlta (ULTA)
0.06%0%7.3%11/19/2024
SproutsSprouts (SFM)
0.06%0%2.21%5/8/2025
TrimbleTrimble (TRMB)
0.06%0%2.87%3/26/2025
ProShares UltraShort 20+ Year TreasuryProShares UltraShort 20+ Year Treasury (TBT)
0.06%0%1.64%4/29/2025
FTAFTA (YMM)
0.06%0%2.46%2/14/2025
CortevaCorteva (CTVA)
0.05%2.7%2.05%-
XPengXPeng (XPEV)
0.05%2.44%2.05%-
SPDR GoldSPDR Gold (GLD)
0.05%0%2.21%2/5/2025
IBMIBM (IBM)
0.05%2.65%1.89%-
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.05%0%3.77%7/28/2023
NRG EnergyNRG Energy (NRG)
0.04%0%1.64%5/13/2025
Hims & HersHims & Hers (HIMS)
0.04%0%2.05%2/27/2025
Shake ShackShake Shack (SHAK)
0.03%0%1.89%3/21/2025
Natural GrocersNatural Grocers (NGVC)
0.03%0%1.56%2/24/2025
MercadoLibreMercadoLibre (MELI)
0.03%0%2.79%5/6/2024
Tencent MusicTencent Music (TME)
0.03%1.24%1.89%-
ShopifyShopify (SHOP)
0.03%0%1.56%3/19/2025
BitcoinBitcoin (BTC)
0.03%1.85%1.89%-
IHSIHS (IHS)
0.03%0%1.72%5/28/2025
ProShares UltraPro S&P 500ProShares UltraPro S&P 500 (UPRO)
0.02%0%0.9%3/18/2025
WixWix (WIX)
0.02%0%1.07%1/27/2025
Cocoa (Expiring Future)Cocoa (Expiring Future) (COCOA.FUT)
0.02%0%1.31%5/29/2025
DoorDashDoorDash (DASH.US)
0.02%0%0.57%3/28/2025
Boston ScientificBoston Scientific (BSX.US)
0.02%1.86%0.82%-
LandBridge Company LLCLandBridge Company LLC (LB)
0.01%0%0.82%5/29/2025
SPDR S&P Biotech ETFSPDR S&P Biotech ETF (XBI)
0.01%0%0.9%2/12/2025
Direxion Daily S&P 500 Bear 3X SharesDirexion Daily S&P 500 Bear 3X Shares (SPXS)
0.01%0%1.07%1/6/2025
ToastToast (TOST)
0.01%1.95%0.66%-
RobinhoodRobinhood (HOOD)
0.01%0.74%1.89%-
KLAKLA (KLAC)
0.01%1.92%0.66%-
MuellerMueller (MWA)
0.01%0%0.41%3/26/2025
WalmartWalmart (WMT)
0.01%0%0.57%5/21/2025
HessHess (HES)
0.01%0%0.41%2/4/2025
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0.01%0%0.74%12/10/2024
LemonadeLemonade (LMND)
0.01%0%0.25%2/10/2025
SolanaSolana (SOL)
0%0%0.66%12/13/2024
Quanta ServicesQuanta Services (PWR)
0%1.95%0.25%-
EmcorEmcor (EME)
0%1.93%0.25%-
CoinbaseCoinbase (COIN)
0%0%0.25%1/3/2022
HuronHuron (HURN)
0%0%0.08%5/28/2025
Invitae CorpInvitae Corp (NVTAQ)
0%0%0.25%1/3/2022
MeituanMeituan (03690.HK)
0%0%0.16%3/31/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
20.92%17.89%
VICI PropertiesVICI Properties (VICI)
8.8%7.26%
BrookfieldBrookfield (BN.US)
6.1%7.18%
iShares MSCI India ETFiShares MSCI India ETF (INDA)
6.97%6.04%
AlphabetAlphabet (GOOG)
4.71%5.22%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
6.97%5.2%
MicrosoftMicrosoft (MSFT)
4.71%4.63%
AmazonAmazon (AMZN)
4.1%4.6%
S&P GlobalS&P Global (SPGI)
4.36%4.56%
TeslaTesla (TSLA)
3.05%4.21%
CostcoCostco (COST)
2.88%3.95%
NetflixNetflix (NFLX)
1.59%3.29%
TSMCTSMC (TSM)
2.4%2.93%
AppleApple (AAPL)
2.35%2.86%
Texas RoadhouseTexas Roadhouse (TXRH)
1.96%2.48%
FortinetFortinet (FTNT)
1.48%2.23%
JPMorganJPMorgan (JPM)
1.39%2.21%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
2.61%1.99%
BrookfieldBrookfield (BAM)
1.74%1.85%
Direxion Daily S&P 500 Bear 3X SharesDirexion Daily S&P 500 Bear 3X Shares (SPXS)
1.74%1.58%
ASMLASML (ASML)
1.74%1.52%
MetaMeta (META)
1.74%1.46%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments