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StarTres
🇮🇹 Retail Investor.
1 copier.

Cash Allocation

Range

Highest Cash
May 25, 2024
Lowest Cash
September 16, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
January 3, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26.5 instruments

Most Consistent Holdings

Top 5

avatarWMT
99.87%
avatarCOST
99.87%
avatarMSFT
99.47%
avatarTQQQ
91.5%
avatarACN
82.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 16, 2023
Lowest Exposure
May 25, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Retail Trade
17.68%
Health Technology
11.25%
ETFs
11.07%
Finance
10.58%
Technology Services
9.87%

Top Countries

Top 5

🇺🇸United States
65.87%
🇫🇷France
2.41%
🇳🇱Netherlands
2.27%
🇮🇪Ireland
2.08%
🇨🇭Switzerland
2.07%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
CostcoCostco (COST)
5.45%0%99.87%2/1/2025
Eli LillyEli Lilly (LLY)
4.48%0%66.67%2/1/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
4.24%0%91.5%2/1/2025
ProgressiveProgressive (PGR)
4.18%0%52.19%2/1/2025
AutozoneAutozone (AZO)
3.76%0%75.03%2/1/2025
PrologisPrologis (PLD)
3.48%0%51.79%2/2/2024
CintasCintas (CTAS)
3.35%0%51.79%2/1/2025
Sherwin-WilliamsSherwin-Williams (SHW)
3.32%0%58.3%4/19/2024
PepsiCoPepsiCo (PEP)
3.16%0%68.26%8/1/2024
Murphy USAMurphy USA (MUSA)
3.04%0%35.19%2/1/2025
WalmartWalmart (WMT)
2.98%0%99.87%2/1/2025
bluewrbluewr
2.92%0%41.97%1/16/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
2.75%0%48.74%1/10/2024
CDWCDW (CDW)
2.65%0%81.67%9/16/2024
MicrosoftMicrosoft (MSFT)
2.28%0%99.47%2/1/2025
DeckersDeckers (DECK)
2.26%0%59.76%1/27/2025
LVMHLVMH (MC.PA)
2.2%0%33.2%9/14/2023
O'Reilly AutoO'Reilly Auto (ORLY)
2.1%0%61.49%2/1/2025
HubbellHubbell (HUBB)
2.09%0%49%2/1/2025
AccentureAccenture (ACN)
2.08%0%82.87%9/25/2024
Thermo FisherThermo Fisher (TMO)
1.94%0%51.53%1/31/2024
GraingerGrainger (GWW)
1.79%0%50.2%2/1/2025
LonzaLonza (LONN.ZU)
1.75%0%43.43%12/1/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.7%0%71.05%11/18/2024
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
1.63%0%43.96%12/5/2023
Novo-NordiskNovo-Nordisk (NVO)
1.58%0%45.55%2/1/2025
FICOFICO (FICO)
1.56%0%20.45%2/1/2025
Proshares Ultra S&P 500Proshares Ultra S&P 500 (SSO)
1.41%0%49.93%1/19/2024
IntuitIntuit (INTU)
1.31%0%77.95%8/19/2024
McDonald'sMcDonald's (MCD)
1.19%0%56.97%11/15/2024
TernaTerna (TRN.MI)
1.15%0%24.44%7/7/2023
Quanta ServicesQuanta Services (PWR)
1.02%0%35.99%2/1/2025
EnphaseEnphase (ENPH)
0.96%0%33.33%9/15/2023
NextEraNextEra (NEE)
0.95%0%51.79%2/2/2024
Monolithic PowerMonolithic Power (MPWR)
0.92%0%47.68%1/2/2024
First Trust Water ETFFirst Trust Water ETF (FIW.US)
0.87%0%43.43%12/1/2023
IMCDIMCD (IMCD.NV)
0.8%0%43.43%12/1/2023
HarbourVestHarbourVest (HVPE.L)
0.76%0%43.43%12/1/2023
ArgenxArgenx (ARGX)
0.74%0%41.97%7/29/2024
ArgenxArgenx (ARGX.BR)
0.73%0%16.87%5/11/2023
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.67%0%28.82%9/27/2024
BunzlBunzl (BNZL.L)
0.6%0%45.15%12/14/2023
Reliance SteelReliance Steel (RS)
0.56%0%30.81%9/23/2024
Parker-HannifinParker-Hannifin (PH)
0.55%0%17.93%2/1/2025
Republic ServicesRepublic Services (RSG)
0.53%0%36.39%2/1/2025
AlexKwayAlexKway
0.52%0%11.55%4/1/2023
KLAKLA (KLAC)
0.35%0%32.93%2/1/2025
Ems-ChemieEms-Chemie (EMSN.ZU)
0.33%0%43.43%12/1/2023
SafestoreSafestore (SAFE.L)
0.3%0%32.54%9/7/2023
AppleApple (AAPL)
0.26%0%22.58%2/28/2024
Waste ManagementWaste Management (WM)
0.23%0%18.59%10/24/2024
TeleperformanceTeleperformance (TEP.PA)
0.21%0%32.54%9/7/2023
Home DepotHome Depot (HD)
0.2%0%16.2%2/1/2025
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.17%0%15.67%5/2/2023
BlackRockBlackRock (BLK)
0.16%0%17%2/1/2025
BookingBooking (BKNG)
0.15%0%11.29%5/9/2024
McKessonMcKesson (MCK)
0.12%0%12.75%8/27/2024
MercadoLibreMercadoLibre (MELI)
0.08%0%8.37%11/26/2024
Dollar TreeDollar Tree (DLTR)
0.07%0%4.12%2/2/2023
HersheyHershey (HSY)
0.05%0%4.12%2/2/2023
AmgenAmgen (AMGN)
0.04%0%4.52%11/1/2024
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.02%0%2.39%11/5/2024
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.01%0%1.73%10/31/2024
NVIDIANVIDIA (NVDA)
0.01%0%0.66%5/7/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      CostcoCostco (COST)
      		11.51%13.22%
      ProgressiveProgressive (PGR)
      		12.26%12.74%
      Murphy USAMurphy USA (MUSA)
      		12.26%12.1%
      CintasCintas (CTAS)
      		12.26%11.24%
      FICOFICO (FICO)
      		10.38%10.27%
      WalmartWalmart (WMT)
      		6.6%6.91%
      HubbellHubbell (HUBB)
      		5.66%5.77%
      Quanta ServicesQuanta Services (PWR)
      		5.47%5.51%
      O'Reilly AutoO'Reilly Auto (ORLY)
      		3.77%3.88%
      Parker-HannifinParker-Hannifin (PH)
      		3.77%3.67%
      Eli LillyEli Lilly (LLY)
      		2.83%2.46%
      AutozoneAutozone (AZO)
      		1.89%2.02%
      GraingerGrainger (GWW)
      		1.89%1.83%
      Novo-NordiskNovo-Nordisk (NVO)
      		1.89%1.2%
      BlackRockBlackRock (BLK)
      		0.94%1.01%
      Republic ServicesRepublic Services (RSG)
      		0.94%0.98%
      DeckersDeckers (DECK)
      		0.94%0.89%
      Home DepotHome Depot (HD)
      		0.94%0.86%
      MicrosoftMicrosoft (MSFT)
      		0.94%0.86%
      KLAKLA (KLAC)
      		0.94%0.73%

      Cash Exposure Over Time

      Cash Exposure % Over Time