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aKo1313
🇩🇪 Income Financial Services and Telecom 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
25.8 instruments

Most Consistent Holdings

Top 5

avatarJNJ
99.53%
avatarPEP
97.63%
avatarNNN
96.2%
avatarCNQ
93.71%
avatarKO
90.87%

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
20.62%
Consumer Non Durables
10.79%
Energy Minerals
9.65%
Technology Services
8.3%
Communications
7.09%

Top Countries

Top 5

🇺🇸United States
63.42%
🇩🇪Germany
8.33%
🇨🇦Canada
3.4%
🇯🇵Japan
2.96%
🇬🇧United Kingdom
1.74%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AT&TAT&T (T)
4.98%0%90.51%2/18/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
4.53%3.6%99.53%-
CNRLCNRL (CNQ)
3.4%0%93.71%3/21/2025
NNNNNN (NNN)
3.28%3.26%96.2%-
Realty IncomeRealty Income (O)
3.17%3.99%84.34%-
ToyotaToyota (TM)
2.96%0%79.48%11/11/2024
Coca-ColaCoca-Cola (KO)
2.93%0%90.87%2/19/2025
Procter & GambleProcter & Gamble (PG)
2.83%0%87.54%2/19/2025
ValeroValero (VLO)
2.7%0%82.8%12/9/2024
MicrosoftMicrosoft (MSFT)
2.64%0%75.8%10/11/2024
StarbucksStarbucks (SBUX)
2.43%0%72.36%11/11/2024
NikeNike (NKE)
2.42%3.08%86.36%-
WalmartWalmart (WMT)
2.41%0%74.5%10/2/2024
PepsiCoPepsiCo (PEP)
2.39%4.53%97.63%-
Bank of AmericaBank of America (BAC)
2.39%0%78.65%11/4/2024
IBMIBM (IBM)
2.34%0%65.12%11/11/2024
ChevronChevron (CVX)
2.29%0%81.49%2/21/2025
Sabra Health Care REITSabra Health Care REIT (SBRA)
2.17%0%69.75%11/13/2024
McDonald'sMcDonald's (MCD)
2.17%0%79.48%11/11/2024
DolbyDolby (DLB)
2.11%0%67.02%11/20/2024
AmgenAmgen (AMGN)
2.1%0%69.75%3/19/2025
AppleApple (AAPL)
2.03%0%75.8%10/11/2024
Deutsche BankDeutsche Bank (DB)
2.02%0%69.51%11/11/2024
QualcommQualcomm (QCOM)
1.9%0%62.16%11/11/2024
Deutsche TelekomDeutsche Telekom (DTE.DE)
1.69%0%51.13%12/10/2024
Mercedes-BenzMercedes-Benz (MBG.DE)
1.69%0%53.62%11/11/2024
Bank of ChinaBank of China (3988.HK)
1.64%0%59.91%11/5/2024
AllianzAllianz (ALV.DE)
1.51%0%59.55%3/21/2025
Arbor RealtyArbor Realty (ABR)
1.29%4.46%50.53%-
Capital SouthwestCapital Southwest (CSWC)
1.22%3.7%57.77%-
UMCUMC (UMC)
0.98%5.38%24.08%-
Genius SportsGenius Sports (GENI)
0.91%4.81%16.73%-
ShellShell (SHEL)
0.83%0%40.33%3/19/2025
TalanxTalanx (TLX.DE)
0.79%0%40.69%12/9/2024
FedExFedEx (FDX)
0.73%0%17.32%5/30/2023
BHPBHP (BHP)
0.65%3.32%21.23%-
LKQLKQ (LKQ)
0.63%4.99%12.93%-
BMWBMW (BMW.DE)
0.58%0%33.45%11/11/2024
AmazonAmazon (AMZN)
0.53%9.48%4.63%-
INGING (INGA.NV)
0.45%0%19.34%3/10/2025
HighPeak EnergyHighPeak Energy (HPK)
0.43%3.8%8.42%-
VerizonVerizon (VZ)
0.42%4.75%8.66%-
FordFord (F)
0.41%0%11.74%8/10/2023
HimaxHimax (HIMX)
0.36%5.12%8.66%-
AlexandriaAlexandria (ARE)
0.25%3.29%10.56%-
DisneyDisney (DIS)
0.22%0%2.25%1/20/2023
ReynoldsReynolds (REYN)
0.21%4.08%8.66%-
Valley NationalValley National (VLY)
0.21%4.93%6.41%-
OneSpanOneSpan (OSPN)
0.17%3.28%5.22%-
EmbectaEmbecta (EMBC)
0.13%5.79%5.34%-
NetflixNetflix (NFLX)
0.09%0%1.07%1/10/2023
MastercardMastercard (MA)
0.08%0%1.9%1/17/2023
VICI PropertiesVICI Properties (VICI)
0.06%0%5.22%3/19/2025
RaytheonRaytheon (RTX)
0.05%5.05%1.07%-
SynovusSynovus (SNV)
0.05%4.87%0.95%-
MutaresMutares (MUX.DE)
0.04%0%1.66%10/18/2024
MetaMeta (META)
0.03%0%0.36%1/4/2023
GogoGogo (GOGO)
0.01%0%0.12%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 Exposure Over Time

Cash Exposure % Over Time