Wilevis avatar

Wilevis
🇨🇷 Indices Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
October 6, 2022
Lowest Cash
December 3, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
27 instruments
January 28, 2025
Least Diversified
0 instruments
February 2, 2025
Average
11.2 instruments

Most Consistent Holdings

Top 5

avatarWBA
62.14%
avatarMMM
50.27%
avatarSVV
49.54%
avatarTSLA
43.07%
avatarBTC
40.15%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 3, 2023
Lowest Exposure
October 6, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Cryptocurrencies
15.55%
Consumer Durables
7.74%
Retail Trade
7.61%
Producer Manufacturing
6.53%
Electronic Technology
5.47%

Top Countries

Top 5

🇺🇸United States
33.98%
🇪🇸Spain
3.22%
🇧🇷Brazil
2.8%
🇨🇳China
1.69%
🇹🇼Taiwan
0.82%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BitcoinBitcoin (BTC)
11.91%0%40.15%10/29/2024
CryptoPortfolioCryptoPortfolio
10.93%0%24.18%10/5/2022
TeslaTesla (TSLA)
7.42%0%43.07%2/1/2025
3M3M (MMM)
6.18%0%50.27%7/26/2024
QualcommQualcomm (QCOM)
1.93%0%13.05%1/2/2024
PetrobrasPetrobras (PBR)
1.72%0%34.49%5/14/2024
AlibabaAlibaba (BABA)
1.59%0%16.42%10/7/2024
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
1.59%0%8.76%1/29/2025
WalgreensWalgreens (WBA)
1.49%0%62.14%12/30/2024
AmazonAmazon (AMZN)
1.34%0%7.66%2/2/2023
MetaMeta (META)
1.32%0%18.16%10/17/2024
Home DepotHome Depot (HD)
1.3%0%29.29%1/2/2024
CitiCiti (C)
1.22%0%29.84%1/2/2024
EUR/USDEUR/USD (EURUSD)
1.21%0%7.94%2/29/2024
PetrobrasPetrobras (PBR.A)
1.08%0%21.72%2/1/2025
XRPXRP (XRP)
0.96%0%17.97%2/1/2025
SaversSavers (SVV)
0.84%0%49.54%12/30/2024
TSMCTSMC (TSM)
0.82%0%14.96%1/19/2024
MicrosoftMicrosoft (MSFT)
0.79%0%9.58%3/15/2024
AlphabetAlphabet (GOOG)
0.77%0%10.68%2/1/2025
JPMorganJPMorgan (JPM)
0.73%0%24.36%6/12/2024
CardanoCardano (ADA)
0.72%0%25.46%2/1/2025
ChargePointChargePoint (CHPT)
0.72%0%24.18%10/5/2022
NovonixNovonix (NVX.ASX)
0.69%0%13.41%2/16/2024
The SandboxThe Sandbox (SAND)
0.6%0%23.81%10/5/2022
EnagasEnagas (ENG.MC)
0.59%0%29.01%2/1/2025
NaturgyNaturgy (NTGY.MC)
0.57%0%24.36%12/12/2024
TripAdvisorTripAdvisor (TRIP)
0.51%0%6.02%1/27/2023
AMDAMD (AMD)
0.5%0%10.4%2/1/2025
AnnalyAnnaly (NLY)
0.47%0%21.99%1/2/2024
IntelIntel (INTC)
0.47%0%4.11%3/20/2023
ModernaModerna (MRNA)
0.46%0%9.67%1/3/2024
UnileverUnilever (ULVR.L)
0.45%0%19.16%4/26/2024
AccionaAcciona (ANA.MC)
0.45%0%8.94%9/6/2024
HashiCorpHashiCorp (HCP.US)
0.44%0%12.14%9/5/2024
EthereumEthereum (ETH)
0.43%0%24.18%10/5/2022
ACSACS (ACS.MC)
0.43%0%7.85%9/5/2024
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.43%0%8.12%11/9/2023
AppleApple (AAPL)
0.41%0%8.39%2/1/2025
PVHPVH (PVH)
0.39%0%8.3%7/3/2024
LitecoinLitecoin (LTC)
0.37%0%21.44%10/5/2022
AvalonBayAvalonBay (AVB)
0.35%0%4.29%4/19/2023
NikeNike (NKE)
0.35%0%4.38%10/2/2024
SnowflakeSnowflake (SNOW)
0.34%0%13.14%12/10/2024
GEGE (GE)
0.32%0%19.16%10/31/2024
CoinbaseCoinbase (COIN)
0.32%0%7.48%2/1/2023
SolanaSolana (SOL)
0.32%0%24.54%7/29/2024
AenaAena (AENA.MC)
0.31%0%6.48%10/1/2024
Coca-ColaCoca-Cola (KO)
0.24%0%4.29%2/29/2024
CAFCAF (CAF.MC)
0.24%0%8.21%6/11/2024
ChipotleChipotle (CMG)
0.22%0%4.56%9/6/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.2%0%9.22%1/2/2024
TMTGTMTG (DJT)
0.19%0%8.76%10/29/2024
WalmartWalmart (WMT)
0.18%0%3.74%4/4/2023
DellDell (DELL)
0.17%0%3.47%4/4/2023
Gilead SciencesGilead Sciences (GILD)
0.15%0%2.92%7/23/2024
OccidentalOccidental (OXY)
0.15%0%8.67%2/1/2025
CIBCCIBC (CM)
0.14%0%3.1%4/14/2023
FidelisFidelis (FIHL)
0.14%0%9.22%10/12/2023
AbbVieAbbVie (ABBV)
0.13%0%9.85%2/1/2025
MeliaMelia (MEL.MC)
0.13%0%2.37%6/11/2024
VolkswagenVolkswagen (VOW3.DE)
0.12%0%8.67%2/1/2025
MGP IngredientsMGP Ingredients (MGPI)
0.11%0%8.49%2/1/2025
NuNu (NU)
0.11%0%7.21%2/1/2025
GrifolsGrifols (GRFS)
0.11%0%3.1%5/7/2024
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.11%0%0.91%1/10/2022
CellnexCellnex (CLNX.MC)
0.11%0%3.01%5/13/2024
PepsiCoPepsiCo (PEP)
0.1%0%1.55%10/24/2022
AlgorandAlgorand (ALGO)
0.09%0%4.47%2/1/2025
PetMed ExpressPetMed Express (PETS.US)
0.09%0%3.01%5/27/2024
ARMARM (ARM)
0.09%0%1.46%10/12/2023
NioNio (NIO)
0.09%0%1.64%11/28/2022
AxcelisAxcelis (ACLS)
0.08%0%1.28%1/18/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.08%0%2.74%2/1/2025
Playa HotelsPlaya Hotels (PLYA)
0.08%0%4.01%11/15/2024
FordFord (F)
0.07%0%1.82%10/1/2024
Direct DigitalDirect Digital (DRCT)
0.06%0%6.3%12/24/2024
Host HotelsHost Hotels (HST)
0.06%0%1.82%10/21/2024
AT&TAT&T (T)
0.06%0%1.19%2/22/2023
USD/JPYUSD/JPY (USDJPY)
0.05%0%0.46%2/27/2024
LululemonLululemon (LULU)
0.05%0%3.01%2/1/2025
NVIDIANVIDIA (NVDA)
0.05%0%2.19%2/1/2025
SAPSAP (SAP)
0.05%0%2.74%2/1/2025
Pepe (in millions) (Experimental)Pepe (in millions) (Experimental) (PEPExM)
0.05%0%4.38%2/1/2025
SuRo CapitalSuRo Capital (SSSS)
0.05%0%2.28%11/8/2024
MedifastMedifast (MED.US)
0.05%0%1.73%5/13/2024
DogecoinDogecoin (DOGE)
0.04%0%4.11%2/1/2025
IndraIndra (IDR.MC)
0.04%0%1.46%4/11/2024
Acciona EnergíasAcciona Energías (ANE.MC)
0.04%0%0.55%6/3/2024
NateraNatera (NTRA)
0.04%0%0.46%1/8/2024
Grupo Catalana OccidenteGrupo Catalana Occidente (GCO.MC)
0.04%0%1.37%4/2/2024
Solid PowerSolid Power (SLDP)
0.03%0%1.82%7/8/2024
TezosTezos (XTZ)
0.03%0%4.93%2/1/2025
Tecnicas ReunidasTecnicas Reunidas (TRE.MC)
0.03%0%0.82%5/22/2024
LucidLucid (LCID)
0.03%0%1.19%1/13/2022
MultiplanMultiplan (MPLN)
0.02%0%2.92%1/31/2025
FluidraFluidra (FDR.MC)
0.02%0%0.82%5/24/2024
OportunOportun (OPRT)
0.02%0%0.64%5/2/2024
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
0.02%0%0.18%11/29/2023
Verve TherapeuticsVerve Therapeutics (VERV)
0.02%0%0.82%4/11/2024
Mynaric AGMynaric AG (M0YN.DE)
0.02%0%2.01%2/1/2025
ROVIROVI (ROVI.MC)
0.02%0%0.73%4/9/2024
Banco SabadellBanco Sabadell (SAB.MC)
0.02%0%0.46%4/15/2024
GrifolsGrifols (GRF.MC)
0.02%0%0.73%5/15/2024
Pharma MarPharma Mar (PHM.MC)
0.02%0%0.46%6/5/2024
WiMiWiMi (WIMI)
0.01%0%1%10/1/2024
RepsolRepsol (REP.MC)
0.01%0%0.55%4/9/2024
LandBridge Company LLCLandBridge Company LLC (LB)
0.01%0%0.46%7/22/2024
IOTAIOTA (MIOTA)
0.01%0%2.1%2/1/2025
CaixabankCaixabank (CABK.MC)
0.01%0%0.46%4/5/2024
ImmuneeringImmuneering (IMRX)
0.01%0%0.64%10/2/2024
GBP/CHFGBP/CHF (GBPCHF)
0.01%0%0.09%3/6/2024
FerrovialFerrovial (FER.MC)
0.01%0%0.18%5/16/2024
EnjinEnjin (ENJ)
0.01%0%2.19%2/1/2025
Plug PowerPlug Power (PLUG)
0.01%0%0.27%3/15/2024
EndesaEndesa (ELE.MC)
0.01%0%0.27%3/15/2024
NZD/USDNZD/USD (NZDUSD)
0.01%0%0.09%3/21/2024
EnceEnce (ENC.MC)
0.01%0%0.27%3/15/2024
B. RileyB. Riley (RILY)
0.01%0%0.27%10/18/2024
StellarStellar (XLM)
0.01%0%1.19%2/1/2025
HibbettHibbett (HIBB)
0%0%0.09%4/25/2024
CanooCanoo (GOEVQ)
0%0%0.09%4/3/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
      		14.06%13.49%
      XRPXRP (XRP)
      		5.57%11.05%
      PetrobrasPetrobras (PBR.A)
      		5.41%4.78%
      AMDAMD (AMD)
      		5.4%3.94%
      AlphabetAlphabet (GOOG)
      		2.57%2.56%
      AlgorandAlgorand (ALGO)
      		2.7%2.18%
      LululemonLululemon (LULU)
      		2.03%2.03%
      OccidentalOccidental (OXY)
      		1.69%1.66%
      EnagasEnagas (ENG.MC)
      		1.89%1.64%
      NuNu (NU)
      		1.94%1.39%
      Pepe (in millions) (Experimental)Pepe (in millions) (Experimental) (PEPExM)
      		1.55%1.33%
      VolkswagenVolkswagen (VOW3.DE)
      		1.35%1.33%
      AbbVieAbbVie (ABBV)
      		1.35%1.26%
      MGP IngredientsMGP Ingredients (MGPI)
      		1.69%1.21%
      DogecoinDogecoin (DOGE)
      		1.35%1.08%
      MultiplanMultiplan (MPLN)
      		1.01%0.98%
      TezosTezos (XTZ)
      		0.67%0.66%

      Cash Exposure Over Time

      Cash Exposure % Over Time