Rogiinvestor avatar

Rogiinvestor
🇸🇰 Income Financial Services 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
June 11, 2024
Lowest Cash
June 29, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
96 instruments
October 9, 2025
Least Diversified
0 instruments
February 2, 2025
Average
84.1 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.8%
avatarGOOG
99.8%
avatarMETA
99.8%
avatarMSFT
99.8%
avatarCAT
99.8%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 29, 2023
Lowest Exposure
June 11, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
23.98%
Consumer Non Durables
18.36%
Energy Minerals
12.76%
Industrial Services
6.52%
Communications
4.64%

Top Countries

Top 5

🇺🇸United States
63.19%
🇨🇦Canada
6.52%
🇬🇧United Kingdom
2.79%
🇫🇷France
2.49%
🇩🇪Germany
0.59%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
ExxonMobilExxonMobil (XOM)
11.95%10.15%99.8%-
Philip MorrisPhilip Morris (PM.RTH)
8.97%9.77%99.8%-
Realty IncomeRealty Income (O)
6.59%5.83%99.8%-
EnbridgeEnbridge (ENB)
6.52%6.59%99.8%-
AltriaAltria (MO)
6.49%7.17%99.8%-
AT&TAT&T (T)
4.06%4.4%99.8%-
Main Street CapitalMain Street Capital (MAIN)
3.9%3.9%99.8%-
Iron MountainIron Mountain (IRM)
3.22%3.49%99.8%-
British American TobaccoBritish American Tobacco (BTI)
1.97%2.68%99.8%-
AbbVieAbbVie (ABBV)
1.77%2%99.8%-
AXAAXA (CS.PA)
1.59%1.61%99.8%-
AGNCAGNC (AGNC)
1.53%1.36%99.8%-
DonFanDonFan
1.42%1.49%99.51%-
WP CareyWP Carey (WPC)
1.37%1.3%99.8%-
SimonSimon (SPG)
1.2%1.25%99.8%-
MetaMeta (META)
1.19%1.61%99.8%-
Medical Properties TrustMedical Properties Trust (MPW)
1.18%0.94%99.8%-
Omega HealthcareOmega Healthcare (OHI)
0.66%0.66%99.8%-
Dominion EnergyDominion Energy (D)
0.65%0.69%99.8%-
AnnalyAnnaly (NLY)
0.58%0.53%99.8%-
SoFiSoFi (SOFI)
0.58%1.33%99.8%-
3M3M (MMM)
0.56%0.71%99.8%-
AlphabetAlphabet (GOOG)
0.55%0.77%99.8%-
OrangeOrange (ORA.PA)
0.55%0.64%99.8%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.53%0.82%99.8%-
BPBP (BP.L)
0.44%0.34%99.8%-
BitcoinBitcoin (BTC)
0.43%0.65%99.8%-
TeslaTesla (TSLA)
0.4%0.62%99.8%-
Leggett & PlattLeggett & Platt (LEG)
0.37%0.19%99.8%-
VICI PropertiesVICI Properties (VICI)
0.37%0.31%99.8%-
Crown CastleCrown Castle (CCI)
0.31%0.35%88.67%-
MicrosoftMicrosoft (MSFT)
0.3%0.33%99.8%-
UnileverUnilever (ULVR.L)
0.29%0.26%99.8%-
AppleApple (AAPL)
0.26%0.29%99.8%-
Phillips 66Phillips 66 (PSX)
0.25%0.22%99.8%-
WalgreensWalgreens (WBA)
0.22%0%90.15%7/15/2025
BASFBASF (BAS.DE)
0.22%0.19%99.8%-
Digital RealtyDigital Realty (DLR)
0.21%0.23%94.78%-
RenaultRenault (RNO.PA)
0.2%0.15%99.8%-
Kraft HeinzKraft Heinz (KHC.RTH)
0.18%0.25%99.8%-
Coca-ColaCoca-Cola (KO)
0.18%0.17%99.8%-
CVS HealthCVS Health (CVS)
0.16%0.27%87.29%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.15%0.15%99.8%-
Southern CoSouthern Co (SO)
0.15%0.16%95.37%-
Mercedes-BenzMercedes-Benz (MBG.DE)
0.15%0.11%99.8%-
HasbroHasbro (HAS)
0.13%0.15%94.68%-
KlepierreKlepierre (LI.PA)
0.12%0.13%99.8%-
BMWBMW (BMW.DE)
0.12%0.1%99.8%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.11%0.11%99.8%-
KeyCorpKeyCorp (KEY)
0.1%0.12%94.58%-
RaytheonRaytheon (RTX)
0.1%0.13%99.8%-
CaterpillarCaterpillar (CAT)
0.09%0.13%99.8%-
US BancorpUS Bancorp (USB)
0.09%0.1%99.8%-
PfizerPfizer (PFE)
0.09%0.31%71.33%-
Lowe'sLowe's (LOW)
0.08%0.07%99.8%-
KrogerKroger (KR)
0.08%0.08%99.8%-
TargetTarget (TGT.RTH)
0.08%0.07%99.8%-
CiscoCisco (CSCO)
0.07%0.08%99.8%-
WhirlpoolWhirlpool (WHR)
0.07%0.07%99.8%-
ComericaComerica (CMA)
0.07%0.1%87%-
BrunswickBrunswick (BC)
0.07%0.05%99.8%-
Procter & GambleProcter & Gamble (PG)
0.06%0.05%99.8%-
Kimberly-ClarkKimberly-Clark (KMB)
0.06%0.04%99.8%-
EthereumEthereum (ETH)
0.06%0.08%99.8%-
SyscoSysco (SYY)
0.06%0.05%99.8%-
Stanley Black & DeckerStanley Black & Decker (SWK)
0.06%0.1%87.19%-
ShellShell (SHEL)
0.06%0.05%99.8%-
Wells FargoWells Fargo (WFC)
0.06%0.07%99.8%-
ColgateColgate (CL)
0.05%0.04%99.8%-
GMGM (GM)
0.05%0.07%99.8%-
ContinentalContinental (CON.DE)
0.05%0.04%99.8%-
HormelHormel (HRL)
0.05%0.2%65.62%-
FMCFMC (FMC)
0.05%0.16%64.24%-
Harley-DavidsonHarley-Davidson (HOG)
0.04%0.03%99.8%-
ChemoursChemours (CC)
0.04%0.12%47.78%-
Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
0.04%0.03%99.8%-
UPSUPS (UPS.RTH)
0.04%0.13%44.63%-
Bank of AmericaBank of America (BAC)
0.04%0.05%87.19%-
AlibabaAlibaba (BABA)
0.04%0.07%99.8%-
T. Rowe PriceT. Rowe Price (TROW)
0.04%0.06%94.58%-
VodafoneVodafone (VOD)
0.04%0.07%64.24%-
NioNio (NIO)
0.03%0.03%99.8%-
General MillsGeneral Mills (GIS)
0.03%0.05%65.52%-
BroadcomBroadcom (AVGO)
0.03%0.14%30.25%-
AmazonAmazon (AMZN)
0.03%0.14%19.8%-
VolkswagenVolkswagen (VOW3.DE)
0.03%0.03%64.24%-
UnitedHealthUnitedHealth (UNH)
0.02%0.11%30.15%-
Devon EnergyDevon Energy (DVN)
0.02%0.08%30.74%-
BayerBayer (BAYN.DE)
0.02%0.03%64.24%-
Sirius XMSirius XM (SIRI)
0.02%0.14%28.97%-
LVMHLVMH (MC.PA)
0.01%0.06%33.69%-
Arcadium Lithium PlcArcadium Lithium Plc (ALTM)
0.01%0%25.71%3/11/2025
PepsiCoPepsiCo (PEP)
0.01%0.06%17.73%-
Store Capital Corp.Store Capital Corp. (STOR)
0.01%0%3.45%2/6/2023
ComcastComcast (CMCSA.RTH)
0.01%0.02%25.81%-
ValeoValeo (FR.PA)
0.01%0.04%19.7%-
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%6.21%1/4/2024
GE VernovaGE Vernova (GEV)
0%0%14.09%11/25/2024
AUMOVIO SEAUMOVIO SE (AMV0.DE)
0%0.01%2.86%-
Sandisk Corp/DESandisk Corp/DE (SNDK)
0%0.01%0.59%-
Dormant Stock 43Dormant Stock 43 (Drm.Stock43)
0%0%0%-
VeraltoVeralto (VLTO)
0%0%0%-
GE HealthCareGE HealthCare (GEHC)
0%0%0%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
ExxonMobilExxonMobil (XOM)
6.84%11%
Philip MorrisPhilip Morris (PM.RTH)
7.66%8.79%
EnbridgeEnbridge (ENB)
6.68%6.72%
AltriaAltria (MO)
6.68%6.69%
Realty IncomeRealty Income (O)
7.9%5.89%
Main Street CapitalMain Street Capital (MAIN)
3.37%4.48%
AT&TAT&T (T)
6.03%4.38%
Iron MountainIron Mountain (IRM)
1.8%3.99%
British American TobaccoBritish American Tobacco (BTI)
2.24%2.19%
AbbVieAbbVie (ABBV)
1.18%1.75%
AXAAXA (CS.PA)
1.19%1.55%
DonFanDonFan
1.19%1.48%
MetaMeta (META)
0.58%1.46%
AGNCAGNC (AGNC)
2.54%1.38%
SimonSimon (SPG)
0.94%1.36%
WP CareyWP Carey (WPC)
1.74%1.19%
Medical Properties TrustMedical Properties Trust (MPW)
3.5%0.82%
SoFiSoFi (SOFI)
0.7%0.81%
Omega HealthcareOmega Healthcare (OHI)
0.56%0.7%
Dominion EnergyDominion Energy (D)
0.83%0.7%
AlphabetAlphabet (GOOG)
0.4%0.65%
TeslaTesla (TSLA)
0.38%0.64%
BitcoinBitcoin (BTC)
0.37%0.63%
3M3M (MMM)
0.62%0.63%
AnnalyAnnaly (NLY)
0.92%0.53%
OrangeOrange (ORA.PA)
0.57%0.5%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
1.17%0.48%
Crown CastleCrown Castle (CCI)
0.48%0.37%
BPBP (BP.L)
0.3%0.36%
VICI PropertiesVICI Properties (VICI)
0.34%0.33%
AppleApple (AAPL)
0.2%0.32%
MicrosoftMicrosoft (MSFT)
0.21%0.31%
UnileverUnilever (ULVR.L)
0.27%0.29%
Digital RealtyDigital Realty (DLR)
0.17%0.27%
Leggett & PlattLeggett & Platt (LEG)
0.8%0.22%
Phillips 66Phillips 66 (PSX)
0.15%0.22%
RenaultRenault (RNO.PA)
0.11%0.22%
BASFBASF (BAS.DE)
0.25%0.21%
Kraft HeinzKraft Heinz (KHC.RTH)
0.24%0.2%
Coca-ColaCoca-Cola (KO)
0.15%0.17%
CVS HealthCVS Health (CVS)
0.25%0.16%
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.1%0.16%
Southern CoSouthern Co (SO)
0.13%0.15%
WalgreensWalgreens (WBA)
0.51%0.15%
HasbroHasbro (HAS)
0.13%0.13%
KeyCorpKeyCorp (KEY)
0.1%0.13%
KlepierreKlepierre (LI.PA)
0.1%0.12%
Mercedes-BenzMercedes-Benz (MBG.DE)
0.14%0.12%
US BancorpUS Bancorp (USB)
0.08%0.11%
BMWBMW (BMW.DE)
0.12%0.11%
RaytheonRaytheon (RTX)
0.07%0.1%
PfizerPfizer (PFE)
0.12%0.1%
CaterpillarCaterpillar (CAT)
0.05%0.1%
ComericaComerica (CMA)
0.05%0.09%
KrogerKroger (KR)
0.05%0.09%
Johnson & JohnsonJohnson & Johnson (JNJ)
0.1%0.09%
ChemoursChemours (CC)
0.1%0.08%
HormelHormel (HRL)
0.08%0.08%
WhirlpoolWhirlpool (WHR)
0.1%0.08%
Lowe'sLowe's (LOW)
0.04%0.08%
CiscoCisco (CSCO)
0.07%0.08%
EthereumEthereum (ETH)
0.04%0.07%
Wells FargoWells Fargo (WFC)
0.03%0.07%
TargetTarget (TGT.RTH)
0.08%0.07%
BroadcomBroadcom (AVGO)
0.07%0.06%
BrunswickBrunswick (BC)
0.05%0.06%
Devon EnergyDevon Energy (DVN)
0.06%0.06%
Kimberly-ClarkKimberly-Clark (KMB)
0.06%0.06%
SyscoSysco (SYY)
0.05%0.06%
GMGM (GM)
0.05%0.06%
UPSUPS (UPS.RTH)
0.07%0.06%
ColgateColgate (CL)
0.05%0.06%
VodafoneVodafone (VOD)
0.07%0.06%
UnitedHealthUnitedHealth (UNH)
0.07%0.06%
Procter & GambleProcter & Gamble (PG)
0.05%0.06%
Arcadium Lithium PlcArcadium Lithium Plc (ALTM)
0.03%0.05%
Stanley Black & DeckerStanley Black & Decker (SWK)
0.05%0.05%
General MillsGeneral Mills (GIS)
0.05%0.05%
FMCFMC (FMC)
0.07%0.05%
ShellShell (SHEL)
0.03%0.05%
ContinentalContinental (CON.DE)
0.07%0.05%
Bank of AmericaBank of America (BAC)
0.03%0.05%
Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
0.52%0.04%
VolkswagenVolkswagen (VOW3.DE)
0.05%0.04%
AlibabaAlibaba (BABA)
0.07%0.04%
Harley-DavidsonHarley-Davidson (HOG)
0.03%0.04%
Sirius XMSirius XM (SIRI)
0.03%0.03%
T. Rowe PriceT. Rowe Price (TROW)
0.03%0.03%
LVMHLVMH (MC.PA)
0.03%0.03%
BayerBayer (BAYN.DE)
0.05%0.03%
NioNio (NIO)
0.17%0.02%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments