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aKo1313
🇩🇪 Income Financial Services and Durable Goods Investor.
1 copier.

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
November 13, 2024
Lowest Cash
July 27, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
October 4, 2024
Least Diversified
0 instruments
February 2, 2025
Average
24.8 instruments

Most Consistent Holdings

Top 5

avatarJNJ
99.48%
avatarPEP
97.83%
avatarNNN
96.59%
avatarNKE
88.03%
avatarO
86.27%

Position Sizing

Analysis

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

Market Exposure

Analysis

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

Top Sectors

Top 5

Finance
19.48%
Consumer Non Durables
10.92%
Energy Minerals
8.93%
Technology Services
8.61%
Consumer Durables
6.96%

Top Countries

Top 5

🇺🇸United States
64.02%
🇩🇪Germany
7.24%
🇨🇦Canada
2.96%
🇯🇵Japan
2.58%
🇬🇧United Kingdom
1.94%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Johnson & JohnsonJohnson & Johnson (JNJ)
4.41%3.76%99.48%-
AT&TAT&T (T)
4.33%0%78.74%2/18/2025
NNNNNN (NNN)
3.27%3.09%96.59%-
Realty IncomeRealty Income (O)
3.26%3.8%86.27%-
CNRLCNRL (CNQ)
2.96%0%81.53%3/21/2025
PepsiCoPepsiCo (PEP)
2.66%4.53%97.83%-
ToyotaToyota (TM)
2.58%0%69.14%11/11/2024
NikeNike (NKE)
2.56%3.54%88.03%-
Coca-ColaCoca-Cola (KO)
2.55%0%79.05%2/19/2025
Procter & GambleProcter & Gamble (PG)
2.46%0%76.16%2/19/2025
ValeroValero (VLO)
2.35%0%72.03%12/9/2024
MicrosoftMicrosoft (MSFT)
2.3%0%65.94%10/11/2024
StarbucksStarbucks (SBUX)
2.11%0%62.95%11/11/2024
WalmartWalmart (WMT)
2.1%0%64.81%10/2/2024
Bank of AmericaBank of America (BAC)
2.08%0%68.42%11/4/2024
LKQLKQ (LKQ)
2.05%29.7%24.15%-
IBMIBM (IBM)
2.04%0%56.66%11/11/2024
ChevronChevron (CVX)
1.99%0%70.9%2/21/2025
Sabra Health Care REITSabra Health Care REIT (SBRA)
1.89%0%60.68%11/13/2024
McDonald'sMcDonald's (MCD)
1.88%0%69.14%11/11/2024
DolbyDolby (DLB)
1.84%0%58.31%11/20/2024
AmgenAmgen (AMGN)
1.83%0%60.68%3/19/2025
AppleApple (AAPL)
1.77%0%65.94%10/11/2024
Deutsche BankDeutsche Bank (DB)
1.76%0%60.47%11/11/2024
Arbor RealtyArbor Realty (ABR)
1.69%4.61%56.86%-
QualcommQualcomm (QCOM)
1.65%0%54.08%11/11/2024
Capital SouthwestCapital Southwest (CSWC)
1.56%3.78%63.16%-
Deutsche TelekomDeutsche Telekom (DTE.DE)
1.47%0%44.48%12/10/2024
Mercedes-BenzMercedes-Benz (MBG.DE)
1.47%0%46.65%11/11/2024
Bank of ChinaBank of China (3988.HK)
1.43%0%52.12%11/5/2024
AllianzAllianz (ALV.DE)
1.32%0%51.81%3/21/2025
Genius SportsGenius Sports (GENI)
1.21%0%24.15%8/4/2025
BHPBHP (BHP)
1%3.39%31.37%-
UMCUMC (UMC)
0.96%0%22.91%5/22/2025
VerizonVerizon (VZ)
0.95%4.4%20.43%-
HighPeak EnergyHighPeak Energy (HPK)
0.91%3.12%20.23%-
Valley NationalValley National (VLY)
0.83%5.43%18.47%-
ShellShell (SHEL)
0.72%0%35.09%3/19/2025
TalanxTalanx (TLX.DE)
0.69%0%35.4%12/9/2024
ReynoldsReynolds (REYN)
0.68%3.81%20.43%-
HimaxHimax (HIMX)
0.66%0%13.52%6/30/2025
AlexandriaAlexandria (ARE)
0.64%3.42%22.08%-
FedExFedEx (FDX)
0.64%0%15.07%5/30/2023
EmbectaEmbecta (EMBC)
0.61%0%14.65%8/8/2025
OneSpanOneSpan (OSPN)
0.58%3.03%17.44%-
AmazonAmazon (AMZN)
0.55%0%4.95%5/12/2025
eToro Group LTDeToro Group LTD (ETOR)
0.54%3.42%11.76%-
BMWBMW (BMW.DE)
0.5%0%29.1%11/11/2024
INGING (INGA.NV)
0.39%0%16.82%3/10/2025
FordFord (F)
0.36%0%10.22%8/10/2023
DisneyDisney (DIS)
0.2%0%1.96%1/20/2023
RaytheonRaytheon (RTX)
0.15%0%2.89%5/22/2025
SynovusSynovus (SNV)
0.09%0%1.75%5/12/2025
NetflixNetflix (NFLX)
0.08%0%0.93%1/10/2023
MastercardMastercard (MA)
0.07%0%1.65%1/17/2023
VICI PropertiesVICI Properties (VICI)
0.05%0%4.54%3/19/2025
MutaresMutares (MUX.DE)
0.03%0%1.44%10/18/2024
MetaMeta (META)
0.03%0%0.31%1/4/2023
GogoGogo (GOGO)
0.01%0%0.1%3/11/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Genius SportsGenius Sports (GENI)
6.95%6.56%
UMCUMC (UMC)
5.41%5.09%
LKQLKQ (LKQ)
4.83%4.75%
NikeNike (NKE)
4.44%4.26%
AT&TAT&T (T)
3.86%4.12%
Johnson & JohnsonJohnson & Johnson (JNJ)
3.86%3.58%
BHPBHP (BHP)
3.86%3.57%
NNNNNN (NNN)
3.47%3.42%
INGING (INGA.NV)
2.7%2.62%
ShellShell (SHEL)
2.12%1.98%
Arbor RealtyArbor Realty (ABR)
1.74%1.86%
AmgenAmgen (AMGN)
1.54%1.63%
AllianzAllianz (ALV.DE)
1.54%1.57%
ChevronChevron (CVX)
1.35%1.31%
CNRLCNRL (CNQ)
1.16%1.25%
PepsiCoPepsiCo (PEP)
1.35%1.24%
Coca-ColaCoca-Cola (KO)
1.16%1.2%
Realty IncomeRealty Income (O)
1.35%1.19%
Procter & GambleProcter & Gamble (PG)
0.97%1.15%
Capital SouthwestCapital Southwest (CSWC)
1.16%1.08%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments