TomasLopez7 avatar

TomasLopez7
🇩🇰 Software Investor.
3 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
August 21, 2024
Lowest Cash
August 1, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
18 instruments
June 4, 2024
Least Diversified
0 instruments
August 21, 2024
Average
8.3 instruments

Most Consistent Holdings

Top 5

avatarVTI
56.53%
avatarCE
55.87%
avatarO
52.89%
avatarCMI
49.42%
avatarGOOGL
48.1%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 1, 2023
Lowest Exposure
August 21, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
40.33%
Retail Trade
14.26%
Process Industries
13.27%
Finance
10.33%
Technology Services
5.65%

Top Countries

Top 5

🇺🇸United States
36.03%
🇮🇪Ireland
9.9%
🇨🇳China
3.06%
🇨🇦Canada
2.54%
🇬🇧United Kingdom
1.86%

Number of Instruments

Holdings over time

(Since August 1, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
18.28%99.79%18.51%-
CelaneseCelanese (CE)
13.27%0%55.87%7/9/2024
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
10.25%0%56.53%8/9/2024
PDD HoldingsPDD Holdings (PDD)
9.9%0%10.25%11/12/2024
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
6.04%0%46.78%8/7/2024
Realty IncomeRealty Income (O)
5.79%0%52.89%8/20/2024
Vanguard FTSE All World High Dividend Yield UCITS ETFVanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE)
4.74%0%4.79%12/12/2024
AlibabaAlibaba (BABA)
2.77%0%39.67%8/20/2024
BrookfieldBrookfield (BN.US)
2.54%0%42.48%7/9/2024
AlphabetAlphabet (GOOGL)
2.35%0%48.1%8/12/2024
CumminsCummins (CMI)
2.32%0%49.42%8/20/2024
British American TobaccoBritish American Tobacco (BTI)
1.86%0%40.17%8/20/2024
MetaMeta (META)
1.5%0%21.98%3/12/2024
Procter & GambleProcter & Gamble (PG)
1.18%0%26.28%3/11/2024
BNY MellonBNY Mellon (BK)
1.15%0%19.67%7/9/2024
AmazonAmazon (AMZN)
1.14%0%26.45%4/2/2024
AbbVieAbbVie (ABBV)
1.1%0%42.48%7/9/2024
UPSUPS (UPS)
0.95%0%22.98%8/20/2024
EvolutionEvolution (EVO.ST)
0.82%0%6.78%8/20/2024
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.74%0%24.3%8/8/2024
State StreetState Street (STT)
0.73%0%19.5%7/9/2024
3M3M (MMM)
0.57%0%16.03%7/9/2024
PayPalPayPal (PYPL)
0.54%0%16.69%2/8/2024
Snap-onSnap-on (SNA)
0.53%0%6.94%8/20/2024
PaycomPaycom (PAYC)
0.51%0%6.94%8/20/2024
UnitedHealthUnitedHealth (UNH)
0.5%0%6.94%8/20/2024
CVS HealthCVS Health (CVS)
0.45%0%12.73%7/23/2024
ComcastComcast (CMCSA)
0.43%0%12.89%8/20/2024
TeslaTesla (TSLA)
0.36%0%8.1%12/18/2023
ParamountParamount (PARA)
0.33%0%13.88%1/16/2024
NetEaseNetEase (NTES)
0.3%0%16.03%7/9/2024
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.29%0%9.09%12/18/2023
Novo-NordiskNovo-Nordisk (NVO)
0.28%0%9.09%12/18/2023
MicrosoftMicrosoft (MSFT)
0.18%0%5.62%4/2/2024
HKEXHKEX (00388.HK)
0.13%0%8.76%5/6/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.09%0%1.82%8/20/2024
DeereDeere (DE)
0.06%0%1.32%8/20/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
98.41%98.35%

Cash Exposure Over Time

Cash Exposure % Over Time