TiagoRodriguez avatar

TiagoRodriguez
🇨🇭 Value Entertainment, ETF, and Financial Services 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
March 13, 2024
Lowest Cash
October 27, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
49 instruments
May 26, 2023
Least Diversified
0 instruments
March 13, 2024
Average
17.9 instruments

Most Consistent Holdings

Top 5

avatarNOBL
46.15%
avatarGLD
44.08%
avatarVOO
42.67%
avatarQQQ
41.91%
avatarDIA.US
41.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 27, 2023
Lowest Exposure
March 13, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
34.18%
Finance
26.22%
Consumer Services
8.22%
Consumer Non Durables
0.58%
Health Technology
0.1%

Top Countries

Top 5

🇺🇸United States
34.6%
🇫🇷France
0.58%
🇮🇹Italy
0.07%
🇦🇺Australia
0%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
26.22%95.65%38.55%-
McDonald'sMcDonald's (MCD)
8.22%0%8.25%8/8/2024
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
3.06%0%31.81%3/11/2024
Vanguard Short-Term CorporateVanguard Short-Term Corporate (VCSH)
2.97%0%25.52%1/12/2024
Vanguard Short-Term Bond ETFVanguard Short-Term Bond ETF (BSV)
2.95%0%25.52%1/12/2024
Vanguard Short-Term Treasury Index FundVanguard Short-Term Treasury Index Fund (VGSH)
2.95%0%25.52%1/12/2024
Vanguard Intermediate-Term CorpVanguard Intermediate-Term Corp (VCIT)
2.94%0%25.52%1/12/2024
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
2.91%0%25.52%1/12/2024
Direxion Daily FTSE China Bull 3X SharesDirexion Daily FTSE China Bull 3X Shares (YINN)
2.83%0%2.93%4/15/2024
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
1.53%0%19.22%11/22/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.44%0%42.67%11/11/2024
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
1.13%0%46.15%6/12/2025
Invesco QQQInvesco QQQ (QQQ)
1.13%0%41.91%11/11/2024
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
1.12%0%41.91%11/11/2024
LVMHLVMH (MC.PA)
0.52%0%12.7%3/12/2024
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
0.42%0%41.26%1/23/2024
Proshares Ultra S&P 500Proshares Ultra S&P 500 (SSO)
0.37%0%40.83%1/19/2024
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.37%0%40.07%1/12/2024
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
0.36%0%34.53%11/22/2023
iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
0.36%0%41.26%1/23/2024
iShares Core Growth Allocation ETFiShares Core Growth Allocation ETF (AOR)
0.36%0%41.26%1/23/2024
iShares Core Conservative Allocation ETFiShares Core Conservative Allocation ETF (AOK)
0.35%0%41.26%1/23/2024
iShares Edge MSCI USA MomentumiShares Edge MSCI USA Momentum (MTUM)
0.28%0%41.26%1/23/2024
Communication Services Select Sector SPDR FundCommunication Services Select Sector SPDR Fund (XLC)
0.28%0%34.53%11/22/2023
Consumer Discret Select Sector SPDRConsumer Discret Select Sector SPDR (XLY)
0.28%0%41.26%1/23/2024
iShares MSCI ACWI Index FundiShares MSCI ACWI Index Fund (ACWI)
0.27%2.09%20.85%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0.25%0%41.26%1/23/2024
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.21%0%34.53%11/22/2023
iShares Edge MSCI USA QualityiShares Edge MSCI USA Quality (QUAL)
0.21%0%34.53%11/22/2023
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
0.21%0%34.53%11/22/2023
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.2%0%34.53%11/22/2023
iShares MSCI Switzerland ETFiShares MSCI Switzerland ETF (EWL)
0.18%0%41.26%1/23/2024
SPDR GoldSPDR Gold (GLD)
0.18%0.72%44.08%-
iShares Core S&P US ValueiShares Core S&P US Value (IUSV)
0.17%0%34.53%11/22/2023
First Trust Water ETFFirst Trust Water ETF (FIW.US)
0.16%0%34.53%11/22/2023
iShares Edge MSCI Min Vol USAiShares Edge MSCI Min Vol USA (USMV)
0.16%0%34.53%11/22/2023
iShares Core S&P 500 ETFiShares Core S&P 500 ETF (IVV)
0.15%0%34.53%11/22/2023
iShares Russell 2000 Value ETFiShares Russell 2000 Value ETF (IWN)
0.14%0%34.53%11/22/2023
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
0.14%0%34.53%11/22/2023
iShares Core 10+ Year USD Bond ETFiShares Core 10+ Year USD Bond ETF (ILTB)
0.13%0%2.93%11/22/2023
iShares MSCI Taiwan ETFiShares MSCI Taiwan ETF (EWT)
0.12%0%34.53%11/22/2023
SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
0.11%0%34.53%11/22/2023
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.1%0%34.53%11/22/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
0.1%0%6.3%7/14/2023
iShares MSCI Netherlands ETFiShares MSCI Netherlands ETF (EWN)
0.1%0%34.53%11/22/2023
First Trust NASDAQ Cybersecurity ETFFirst Trust NASDAQ Cybersecurity ETF (CIBR)
0.1%0%34.53%11/22/2023
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.1%0%34.53%11/22/2023
iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
0.1%0%34.53%11/22/2023
FerrariFerrari (RACE)
0.07%0.8%9.55%-
HermesHermes (RMS.PA)
0.07%0.71%9.45%-
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
0.06%0%34.53%11/22/2023
Global X U.S. Infrastructure Development ETFGlobal X U.S. Infrastructure Development ETF (PAVE)
0.06%0%34.53%11/22/2023
Vanguard Mid-Cap Value ETFVanguard Mid-Cap Value ETF (VOE)
0.05%0%34.53%11/22/2023
iShares Select Dividend ETFiShares Select Dividend ETF (DVY)
0.05%0%34.53%11/22/2023
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
0.05%0%34.53%11/22/2023
KraneShares Global Carbon ETFKraneShares Global Carbon ETF (KRBN)
0.04%0%34.53%11/22/2023
AECOMAECOM (ACM)
0.03%0%2.06%2/8/2023
Ensign GroupEnsign Group (ENSG)
0.02%0%1.52%2/15/2023
BHPBHP (BHP.ASX)
0%0%0.22%2/24/2023
LitecoinLitecoin (LTC)
0%0%0.11%3/17/2024
BitcoinBitcoin (BTC)
0%0%0.43%3/18/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Berkshire HathawayBerkshire Hathaway (BRK.B)
100%100%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments