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SafePortfolio
🇩🇪 Value ETF and Financial Services Investor.
21 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
March 11, 2022
Lowest Cash
September 7, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
42 instruments
June 29, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26.3 instruments

Most Consistent Holdings

Top 5

avatarXLP
99.93%
avatarBHP
83.24%
avatarFNV
80.31%
avatarUNP
66.12%
avatarNSC
66.12%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 7, 2024
Lowest Exposure
March 11, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
59.57%
Energy Minerals
8.56%
Consumer Non Durables
7%
Non Energy Minerals
6.28%
Finance
5.46%

Top Countries

Top 5

🇺🇸United States
21.76%
🇬🇧United Kingdom
5.08%
🇨🇦Canada
3.72%
🇦🇺Australia
1.47%
🇧🇷Brazil
0.89%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
15.75%0%48.64%12/13/2023
iShares TIPS 0-5 UCITS ETFiShares TIPS 0-5 UCITS ETF (SXRH.DE)
11.03%7.11%54.14%-
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
9.22%4.7%99.93%-
Xtrackers MSCI World Health Care UCITS ETFXtrackers MSCI World Health Care UCITS ETF (XDWH.DE)
7.86%8.94%46.36%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
5.54%0%33.81%5/15/2023
ExxonMobilExxonMobil (XOM)
4.04%9.06%54.21%-
Xtrackers MSCI World Consumer Staples UCITS ETFXtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE)
3.15%0%32.03%7/8/2025
Philip MorrisPhilip Morris (PM)
2.83%2.04%66.05%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
2.69%30.14%19.76%-
iShares Gold TrustiShares Gold Trust (IAU)
2.4%0%26.68%2/2/2023
Dollar GeneralDollar General (DG.US)
1.69%8.4%23.97%-
ChevronChevron (CVX)
1.67%0%39.09%6/2/2025
UnileverUnilever (ULVR.L)
1.64%3.03%62.98%-
SPDR Bloomberg 1-3 Month T-Bill ETFSPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
1.57%0%20.04%8/28/2023
BHPBHP (BHP)
1.36%1.84%83.24%-
FNVFNV (FNV)
1.19%0%80.31%3/5/2025
Union PacificUnion Pacific (UNP)
0.99%1.88%66.12%-
Agree RealtyAgree Realty (ADC)
0.98%1.16%36.8%-
WEC EnergyWEC Energy (WEC)
0.85%1.39%36.09%-
STAGSTAG (STAG)
0.7%1.29%37.09%-
Rio TintoRio Tinto (RIO.L)
0.61%0%43.72%10/5/2023
TotalEnergiesTotalEnergies (TTE.PA)
0.61%0%50.07%1/2/2024
EcopetrolEcopetrol (EC)
0.61%0%22.9%1/7/2025
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.6%0%21.4%5/26/2023
Canadian PacificCanadian Pacific (CP)
0.57%1.79%66.12%-
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
0.56%0%14.27%12/5/2023
BATBAT (BATS.L)
0.56%0%16.41%1/4/2024
DiageoDiageo (DGE.L)
0.54%0%39.02%1/2/2025
CNRCNR (CNI)
0.54%0.79%66.12%-
Wheaton Precious MetalsWheaton Precious Metals (WPM)
0.53%0%50.71%5/22/2024
KraneShares Global Carbon ETFKraneShares Global Carbon ETF (KRBN)
0.52%0%39.37%8/1/2023
ShellShell (SHEL.L)
0.51%0%44.94%1/2/2024
NewmontNewmont (NEM)
0.5%0%58.2%4/26/2024
PetrobrasPetrobras (PBR.A)
0.5%0%24.54%2/28/2024
CSXCSX (CSX)
0.5%0.87%65.98%-
Rio TintoRio Tinto (RIO)
0.48%1.73%39.02%-
iShares MSCI EM Latin America UCITS ETFiShares MSCI EM Latin America UCITS ETF (IUSC.DE)
0.46%0%9.42%9/22/2025
iShares Physical Gold ETCiShares Physical Gold ETC (PPFB.DE)
0.44%3.27%14.69%-
Norfolk SouthernNorfolk Southern (NSC)
0.42%0.84%66.12%-
DeereDeere (DE)
0.41%0%41.87%9/6/2023
BraskemBraskem (BAK)
0.39%0.49%35.09%-
Realty IncomeRealty Income (O)
0.35%0.86%37.02%-
Procter & GambleProcter & Gamble (PG)
0.32%0%11.13%11/2/2023
MosaicMosaic (MOS)
0.32%0%48.5%12/11/2023
Pan American SilverPan American Silver (PAAS)
0.31%0%48.72%12/14/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
0.28%0%18.12%12/4/2023
iShares MSCI Emerging Markets UCITS ETF (Dist)iShares MSCI Emerging Markets UCITS ETF (Dist) (IDEM.L)
0.28%0%21.4%1/18/2023
SPDR GoldSPDR Gold (GLD)
0.27%0%26.68%2/2/2023
BarrickBarrick (B)
0.26%0%43.94%4/26/2024
CamecoCameco (CCJ)
0.25%0%24.89%7/14/2023
WeyerhaeuserWeyerhaeuser (WY)
0.25%0%19.26%11/3/2023
SolarEdgeSolarEdge (SEDG)
0.25%0%57.63%4/18/2024
Coca-ColaCoca-Cola (KO)
0.24%0%15.91%1/8/2024
AurubisAurubis (NDA.DE)
0.24%0%28.1%2/22/2023
BPBP (BP.L)
0.23%0%21.97%7/1/2024
VICI PropertiesVICI Properties (VICI)
0.23%0%11.55%3/3/2025
Anglo AmericanAnglo American (AAL.L)
0.21%0%40.51%9/6/2023
ADMADM (ADM)
0.21%0%41.37%1/22/2024
Materials Select Sector SPDRMaterials Select Sector SPDR (XLB)
0.2%0%8.35%4/28/2022
Dollar TreeDollar Tree (DLTR)
0.2%0%8.49%6/17/2025
Royal GoldRoyal Gold (RGLD)
0.2%0%33.38%5/22/2024
PepsiCoPepsiCo (PEP)
0.19%0%25.96%7/2/2025
L'OréalL'Oréal (OR.PA)
0.19%0.49%34.38%-
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
0.16%0%2.78%4/11/2025
BPBP (BP.US)
0.13%0%14.69%7/1/2024
UnileverUnilever (UL.US)
0.12%0%7.63%4/15/2024
WoodsideWoodside (WDS)
0.1%0%19.33%1/11/2024
Bank of AmericaBank of America (BAC)
0.1%0%15.62%8/28/2023
CAAPCAAP (CAAP)
0.09%2.32%5.28%-
Devon EnergyDevon Energy (DVN)
0.09%0%12.62%3/25/2024
Banco de ChileBanco de Chile (BCH.US)
0.09%1.8%5.28%-
ColgateColgate (CL)
0.08%0%8.7%10/5/2023
EQTEQT (EQT)
0.08%0%14.91%4/26/2024
Campbell SoupCampbell Soup (CPB)
0.08%0%13.55%12/18/2023
Kimberly-ClarkKimberly-Clark (KMB)
0.07%0%8.77%11/2/2023
WalmartWalmart (WMT)
0.06%0%6.06%6/6/2025
AlibabaAlibaba (BABA)
0.06%0%11.2%6/7/2022
DiageoDiageo (DEO)
0.06%0%5.21%2/16/2024
Sibanye StillwaterSibanye Stillwater (SBSW)
0.06%0%11.13%4/8/2024
SchlumbergerSchlumberger (SLB)
0.06%0%10.34%8/23/2023
TeckTeck (TECK)
0.05%0%8.49%1/17/2023
BeiersdorfBeiersdorf (BEI.DE)
0.04%0%7.2%7/11/2025
Brown-FormanBrown-Forman (BF-B)
0.04%0%5.92%10/30/2024
Banco Santander Chile-ADRBanco Santander Chile-ADR (BSAC)
0.03%0.67%5.14%-
LVMHLVMH (MC.PA)
0.02%0%3.14%9/20/2024
Farmland PartnersFarmland Partners (FPI)
0.02%1%1.64%-
BHPBHP (BHP.L)
0.01%0%1.36%1/19/2022
VisaVisa (V)
0.01%0.73%1.21%-
Grupo Financiero GaliciaGrupo Financiero Galicia (GGAL)
0.01%0%1.21%10/9/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares TIPS 0-5 UCITS ETFiShares TIPS 0-5 UCITS ETF (SXRH.DE)
21.36%21.37%
Xtrackers MSCI World Health Care UCITS ETFXtrackers MSCI World Health Care UCITS ETF (XDWH.DE)
19.59%19.24%
Xtrackers MSCI World Consumer Staples UCITS ETFXtrackers MSCI World Consumer Staples UCITS ETF (XDWS.DE)
11.8%12.58%
ExxonMobilExxonMobil (XOM)
7.68%7.54%
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
4.54%5.53%
ChevronChevron (CVX)
4.67%4.48%
Philip MorrisPhilip Morris (PM)
2.86%3.78%
Agree RealtyAgree Realty (ADC)
3.25%3.57%
WEC EnergyWEC Energy (WEC)
2.64%2.9%
BHPBHP (BHP)
2.98%2.79%
UnileverUnilever (ULVR.L)
2.21%2.56%
STAGSTAG (STAG)
2.52%2.26%
VICI PropertiesVICI Properties (VICI)
2.28%1.99%
Union PacificUnion Pacific (UNP)
1.53%1.59%
Realty IncomeRealty Income (O)
0.91%0.93%
Rio TintoRio Tinto (RIO)
0.86%0.83%
FNVFNV (FNV)
0.99%0.79%
Canadian PacificCanadian Pacific (CP)
0.91%0.78%
BraskemBraskem (BAK)
1.05%0.75%
PepsiCoPepsiCo (PEP)
0.82%0.75%
CNRCNR (CNI)
0.94%0.74%
EcopetrolEcopetrol (EC)
0.75%0.71%
CSXCSX (CSX)
0.78%0.71%
Norfolk SouthernNorfolk Southern (NSC)
0.63%0.6%
DiageoDiageo (DGE.L)
0.64%0.57%
L'OréalL'Oréal (OR.PA)
0.62%0.54%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments