TasPitsilis avatar

TasPitsilis
🇬🇷 Financial Services and ETF Investor.
69 copiers.

Cash Allocation

Range

Highest Cash
July 13, 2024
Lowest Cash
June 14, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
21 instruments
November 3, 2023
Least Diversified
0 instruments
February 2, 2025
Average
16.8 instruments

Most Consistent Holdings

Top 5

avatarSPG
81.39%
avatarAMT
81.39%
avatarMAA
81.39%
avatarAVB
81.39%
avatarEQR
81.39%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 14, 2022
Lowest Exposure
July 13, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
80.48%
ETFs
18.47%
Cryptocurrencies
0.07%

Top Countries

Top 5

🇺🇸United States
80.48%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
VanEck Global Real Estate UCITS ETFVanEck Global Real Estate UCITS ETF (TRET.DE)
12.99%0%21.35%2/1/2025
Iron MountainIron Mountain (IRM)
8.83%0%81.39%7/12/2024
WP CareyWP Carey (WPC)
6.58%0%81.39%7/12/2024
STAGSTAG (STAG)
6.45%0%81.39%7/12/2024
Realty IncomeRealty Income (O)
6.18%0%81.39%7/12/2024
Omega HealthcareOmega Healthcare (OHI)
4.87%0%81.39%7/12/2024
Digital RealtyDigital Realty (DLR)
4.59%0%81.39%7/12/2024
Boston PropertiesBoston Properties (BXP)
4.24%0%81.39%7/12/2024
Healthcare RealtyHealthcare Realty (HR)
4.21%0%81.39%7/12/2024
Federal RealtyFederal Realty (FRT)
4.16%0%81.39%7/12/2024
AvalonBayAvalonBay (AVB)
3.83%0%81.39%7/12/2024
Equity ResidentialEquity Residential (EQR)
3.58%0%81.39%7/12/2024
Xtrackers II Global Inflation-Linked Bond UCITS ETFXtrackers II Global Inflation-Linked Bond UCITS ETF (XGIN.DE)
3.24%0%18.25%2/1/2025
Regency CentersRegency Centers (REG)
3.23%0%81.39%7/12/2024
MAAMAA (MAA)
3.23%0%81.39%7/12/2024
Medical Properties TrustMedical Properties Trust (MPW)
3.17%0%81.39%7/12/2024
American TowerAmerican Tower (AMT)
3.04%0%81.39%7/12/2024
UDRUDR (UDR)
2.99%0%81.39%7/12/2024
Essex Property TrustEssex Property Trust (ESS)
2.79%0%81.39%7/12/2024
SimonSimon (SPG)
2.77%0%81.39%7/12/2024
Hannon ArmstrongHannon Armstrong (HASI)
1.73%0%81.39%7/12/2024
iShares Global Govt Bond UCITS ETFiShares Global Govt Bond UCITS ETF (EUN3.DE)
1.62%0%18.25%2/1/2025
iShares Core MSCI EM IMI UCITS ETFiShares Core MSCI EM IMI UCITS ETF (IS3N.DE)
0.62%0%18.25%2/1/2025
EthereumEthereum (ETH)
0.07%0%52.74%4/20/2024
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%1.19%11/15/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      VanEck Global Real Estate UCITS ETFVanEck Global Real Estate UCITS ETF (TRET.DE)
      		69.13%73.08%
      Xtrackers II Global Inflation-Linked Bond UCITS ETFXtrackers II Global Inflation-Linked Bond UCITS ETF (XGIN.DE)
      		18.04%18.4%
      iShares Global Govt Bond UCITS ETFiShares Global Govt Bond UCITS ETF (EUN3.DE)
      		8.87%9.4%
      iShares Core MSCI EM IMI UCITS ETFiShares Core MSCI EM IMI UCITS ETF (IS3N.DE)
      		3.53%3.71%

      Cash Exposure Over Time

      Cash Exposure % Over Time