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🇷🇴 Income Financial Services Investor.
37 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
November 2, 2022
Lowest Cash
February 8, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
103 instruments
March 9, 2024
Least Diversified
0 instruments
February 2, 2025
Average
85.7 instruments

Most Consistent Holdings

Top 5

avatarMMM
99.91%
avatarT
99.91%
avatarXOM
99.91%
avatarC
99.91%
avatarVALE
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 8, 2022
Lowest Exposure
November 2, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
25.35%
ETFs
8.58%
Health Technology
7.57%
Retail Trade
7.11%
Electronic Technology
6.66%

Top Countries

Top 5

🇺🇸United States
69.56%
🇨🇦Canada
4.08%
🇬🇧United Kingdom
1.92%
🇮🇱Israel
1.88%
🇧🇷Brazil
0.67%

Number of Instruments

Holdings over time

(Since January 19, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TargetTarget (TGT)
3.06%1.11%99.91%-
Omega HealthcareOmega Healthcare (OHI)
3.01%1.98%99.91%-
AbbVieAbbVie (ABBV)
2.72%1.88%99.91%-
3M3M (MMM)
2.67%1.65%99.91%-
RBCRBC (RY)
2.24%1.49%99.91%-
Realty IncomeRealty Income (O)
2.13%1.38%99.91%-
AlphabetAlphabet (GOOG)
2.09%2.37%95.69%-
AmazonAmazon (AMZN)
1.85%2.31%95.69%-
CitiCiti (C)
1.73%1.48%99.91%-
AT&TAT&T (T)
1.69%1.61%99.91%-
ExxonMobilExxonMobil (XOM)
1.68%0.74%99.91%-
ProShares UltraPro Short QQQProShares UltraPro Short QQQ (SQQQ)
1.6%0%33.21%4/1/2024
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
1.5%1.9%93.09%-
Bank of AmericaBank of America (BAC)
1.4%1.65%91.65%-
BroadcomBroadcom (AVGO)
1.32%2.27%81.15%-
MicrosoftMicrosoft (MSFT)
1.31%1.21%95.69%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.24%1.87%93.81%-
AltriaAltria (MO)
1.22%1.11%99.91%-
AppleApple (AAPL)
1.17%1.23%96.14%-
Rio TintoRio Tinto (RIO)
1.16%0.39%99.91%-
FedExFedEx (FDX)
1.15%1.99%79.35%-
Starwood Property TrustStarwood Property Trust (STWD)
1.07%0.65%99.91%-
UnitedHealthUnitedHealth (UNH)
1.05%1.15%68.76%-
GraingerGrainger (GWW)
1.02%1.26%98.65%-
InmodeInmode (INMD)
1.02%0.78%90.93%-
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.98%0%94.08%1/17/2025
Universal CorpUniversal Corp (UVV)
0.96%0.64%99.91%-
Extra SpaceExtra Space (EXR)
0.94%1.26%79.35%-
JPMorganJPMorgan (JPM)
0.92%1.57%92.37%-
McDonald'sMcDonald's (MCD)
0.87%1.78%98.65%-
AnnalyAnnaly (NLY)
0.87%0.64%99.91%-
ZIMZIM (ZIM)
0.86%0.91%79.35%-
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.85%0%94.43%1/17/2025
AMDAMD (AMD)
0.85%0.67%88.06%-
PfizerPfizer (PFE)
0.84%0.79%87.88%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.83%0.65%98.65%-
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
0.81%0.33%98.65%-
Main Street CapitalMain Street Capital (MAIN)
0.8%1.07%99.82%-
Dominion EnergyDominion Energy (D)
0.79%0.61%99.82%-
VerizonVerizon (VZ)
0.76%0.73%99.82%-
WalmartWalmart (WMT)
0.75%1.46%80.52%-
Federal RealtyFederal Realty (FRT)
0.74%0.54%99.91%-
DiscoverDiscover (DFS)
0.73%1.26%86.89%-
VisaVisa (V)
0.73%1.23%83.03%-
IntelIntel (INTC)
0.71%0.77%90.93%-
AmgenAmgen (AMGN)
0.71%1.19%80.52%-
American ExpressAmerican Express (AXP)
0.7%1.3%86.89%-
AGNCAGNC (AGNC)
0.7%0.7%99.91%-
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.69%0.46%99.01%-
Lockheed MartinLockheed Martin (LMT)
0.69%1.27%91.74%-
TruistTruist (TFC)
0.68%0.73%90.93%-
ValeVale (VALE)
0.67%0.23%99.91%-
East West BancorpEast West Bancorp (EWBC)
0.65%1.02%79.35%-
RegeneronRegeneron (REGN)
0.65%0.96%87.88%-
TravelersTravelers (TRV)
0.64%1.36%83.39%-
QualcommQualcomm (QCOM)
0.63%0.88%79.35%-
CMS EnergyCMS Energy (CMS)
0.62%0.81%86.89%-
MerckMerck (MRK)
0.62%0.96%81.15%-
BlackRockBlackRock (BLK)
0.61%0.78%90.93%-
DisneyDisney (DIS)
0.6%0.64%79.35%-
MastercardMastercard (MA)
0.59%1.1%52.51%-
CVS HealthCVS Health (CVS)
0.58%0.65%79.35%-
LindeLinde (LIN)
0.57%1.14%80.52%-
CintasCintas (CTAS)
0.55%1.18%79.35%-
BrookfieldBrookfield (BAM)
0.53%1.88%51.89%-
NVIDIANVIDIA (NVDA)
0.53%0%37.79%7/19/2023
IBMIBM (IBM)
0.53%1.16%82.05%-
Cincinnati FinancialCincinnati Financial (CINF)
0.52%1.25%82.85%-
MSCIMSCI (MSCI)
0.52%0.59%91.11%-
StarbucksStarbucks (SBUX)
0.51%1.48%55.48%-
PNCPNC (PNC)
0.51%0.59%88.06%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.5%0%40.66%7/19/2023
FIGSFIGS (FIGS)
0.5%0.31%79.35%-
HDFCHDFC (HDB)
0.49%0.53%85.55%-
Texas InstrumentsTexas Instruments (TXN)
0.47%0.57%87.43%-
American WaterAmerican Water (AWK)
0.46%0.85%90.93%-
TeladocTeladoc (TDOC)
0.45%0%65.08%5/23/2024
Home DepotHome Depot (HD)
0.44%1.04%58.89%-
Direxion Daily S&P 500 Bull 3XDirexion Daily S&P 500 Bull 3X (SPXL)
0.43%0%21.45%7/17/2023
WEC EnergyWEC Energy (WEC)
0.43%0.82%80.52%-
CostcoCostco (COST)
0.43%1.42%32.68%-
Block Inc.Block Inc. (XYZ)
0.42%0%82.85%1/17/2025
ConEdConEd (ED)
0.42%0.69%80.52%-
BrookfieldBrookfield (BN.US)
0.39%1.25%55.66%-
TDTD (TD)
0.39%1.05%55.66%-
BHPBHP (BHP)
0.36%0.27%79.35%-
Invesco QQQInvesco QQQ (QQQ)
0.36%0%37.07%6/9/2023
Canadian PacificCanadian Pacific (CP)
0.33%0.51%52.51%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.32%0.08%91.56%-
Enterprise ProductsEnterprise Products (EPD)
0.31%0%28.01%12/17/2022
IntuitIntuit (INTU)
0.31%0.59%51.8%-
Energy TransferEnergy Transfer (ET)
0.31%0%26.84%12/17/2022
Texas RoadhouseTexas Roadhouse (TXRH)
0.3%0.71%51.89%-
LennoxLennox (LII)
0.29%0.96%40.48%-
HPHP (HPQ)
0.28%0.81%55.66%-
Moody'sMoody's (MCO)
0.28%0.66%51.89%-
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.28%0.55%54.4%-
CyrusOne IncCyrusOne Inc (CONE)
0.28%0%6.1%3/28/2022
TwilioTwilio (TWLO)
0.27%0%88.33%1/30/2025
S&P GlobalS&P Global (SPGI)
0.26%0.64%51.89%-
ToroToro (TTC)
0.25%0.46%40.48%-
ParamountParamount (PARA)
0.24%0.28%59.96%-
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.24%0.58%54.4%-
LVMHLVMH (MC.PA)
0.23%0.46%40.48%-
EvolutionEvolution (EVO.ST)
0.23%0.36%40.48%-
Union PacificUnion Pacific (UNP)
0.22%0.82%51.89%-
ShopifyShopify (SHOP)
0.2%0%34.92%7/19/2023
FortinetFortinet (FTNT)
0.2%0.82%38.87%-
GSKGSK (GSK.L)
0.19%1.1%30.34%-
VICI PropertiesVICI Properties (VICI)
0.18%0.58%51.89%-
Procter & GambleProcter & Gamble (PG)
0.17%0.82%23.61%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.16%0%61.94%4/1/2024
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.15%0.49%36.71%-
Rexford IndustrialRexford Industrial (REXR)
0.13%0.48%23.61%-
Tattooed Chef IncTattooed Chef Inc (TTCFQ)
0.1%0%33.48%7/3/2023
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.01%0%1.8%4/5/2023
ToyotaToyota (TM)
0%0.27%0.63%-
SolventumSolventum (SOLV)
0%0%0.18%4/4/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      BroadcomBroadcom (AVGO)
      		0.8%2.74%
      AlphabetAlphabet (GOOG)
      		1.66%2.6%
      AmazonAmazon (AMZN)
      		1.6%2.57%
      ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
      		2%2.26%
      FedExFedEx (FDX)
      		2.15%2.23%
      Omega HealthcareOmega Healthcare (OHI)
      		1.9%2.06%
      Bank of AmericaBank of America (BAC)
      		1.47%1.77%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		1.54%1.73%
      McDonald'sMcDonald's (MCD)
      		1.72%1.63%
      BrookfieldBrookfield (BAM)
      		1.23%1.6%
      RBCRBC (RY)
      		1.6%1.59%
      AbbVieAbbVie (ABBV)
      		1.45%1.58%
      JPMorganJPMorgan (JPM)
      		1.17%1.57%
      CitiCiti (C)
      		1.27%1.49%
      3M3M (MMM)
      		1.89%1.48%
      WalmartWalmart (WMT)
      		0.98%1.46%
      American ExpressAmerican Express (AXP)
      		1.04%1.43%
      CostcoCostco (COST)
      		1.23%1.37%
      AT&TAT&T (T)
      		1.42%1.37%
      DiscoverDiscover (DFS)
      		0.98%1.32%
      TargetTarget (TGT)
      		2.09%1.32%
      MicrosoftMicrosoft (MSFT)
      		0.98%1.32%
      Cincinnati FinancialCincinnati Financial (CINF)
      		1.23%1.3%
      AppleApple (AAPL)
      		0.92%1.3%
      StarbucksStarbucks (SBUX)
      		1.41%1.29%
      TravelersTravelers (TRV)
      		1.23%1.29%
      Realty IncomeRealty Income (O)
      		1.71%1.28%
      Extra SpaceExtra Space (EXR)
      		1.47%1.22%
      UnitedHealthUnitedHealth (UNH)
      		1.29%1.2%
      East West BancorpEast West Bancorp (EWBC)
      		0.86%1.11%
      Main Street CapitalMain Street Capital (MAIN)
      		0.98%1.09%
      Home DepotHome Depot (HD)
      		1.11%1.09%
      CintasCintas (CTAS)
      		0.98%1.07%
      MastercardMastercard (MA)
      		0.92%1.07%
      GraingerGrainger (GWW)
      		0.74%1.06%
      LindeLinde (LIN)
      		1.11%1.04%
      Lockheed MartinLockheed Martin (LMT)
      		1.11%1.04%
      AltriaAltria (MO)
      		0.99%1.02%
      MerckMerck (MRK)
      		1.29%1.02%
      IBMIBM (IBM)
      		0.8%0.99%
      LennoxLennox (LII)
      		0.92%0.98%
      GSKGSK (GSK.L)
      		1.23%0.98%
      RegeneronRegeneron (REGN)
      		1.23%0.97%
      AmgenAmgen (AMGN)
      		1.17%0.97%
      ZIMZIM (ZIM)
      		1.23%0.96%
      TDTD (TD)
      		1.23%0.95%
      VisaVisa (V)
      		0.74%0.9%
      HPHP (HPQ)
      		0.98%0.87%
      BrookfieldBrookfield (BN.US)
      		0.61%0.86%
      BlackRockBlackRock (BLK)
      		0.68%0.86%
      AMDAMD (AMD)
      		0.66%0.82%
      Procter & GambleProcter & Gamble (PG)
      		0.92%0.8%
      PfizerPfizer (PFE)
      		1.35%0.79%
      FortinetFortinet (FTNT)
      		0.61%0.78%
      TruistTruist (TFC)
      		0.74%0.76%
      IntelIntel (INTC)
      		1.29%0.76%
      CMS EnergyCMS Energy (CMS)
      		0.8%0.75%
      ExxonMobilExxonMobil (XOM)
      		0.64%0.74%
      Texas RoadhouseTexas Roadhouse (TXRH)
      		0.61%0.73%
      American WaterAmerican Water (AWK)
      		0.92%0.73%
      InmodeInmode (INMD)
      		1.4%0.69%
      DisneyDisney (DIS)
      		0.68%0.69%
      Moody'sMoody's (MCO)
      		0.61%0.68%
      Universal CorpUniversal Corp (UVV)
      		0.72%0.65%
      S&P GlobalS&P Global (SPGI)
      		0.61%0.65%
      MSCIMSCI (MSCI)
      		0.61%0.64%
      PNCPNC (PNC)
      		0.55%0.64%
      VerizonVerizon (VZ)
      		0.74%0.64%
      AGNCAGNC (AGNC)
      		0.8%0.63%
      Starwood Property TrustStarwood Property Trust (STWD)
      		0.81%0.61%
      IntuitIntuit (INTU)
      		0.61%0.61%
      QualcommQualcomm (QCOM)
      		0.55%0.61%
      Federal RealtyFederal Realty (FRT)
      		0.68%0.6%
      Dominion EnergyDominion Energy (D)
      		0.74%0.6%
      ConEdConEd (ED)
      		0.74%0.6%
      iShares MSCI India ETFiShares MSCI India ETF (INDA)
      		0.61%0.59%
      HDFCHDFC (HDB)
      		0.61%0.58%
      Texas InstrumentsTexas Instruments (TXN)
      		0.61%0.57%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		0.74%0.57%
      Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
      		0.61%0.56%
      Brookfield InfrastructureBrookfield Infrastructure (BIP)
      		0.61%0.55%
      AnnalyAnnaly (NLY)
      		0.8%0.54%
      ToroToro (TTC)
      		0.61%0.51%
      Union PacificUnion Pacific (UNP)
      		0.61%0.51%
      WEC EnergyWEC Energy (WEC)
      		0.55%0.49%
      Canadian PacificCanadian Pacific (CP)
      		0.61%0.48%
      Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
      		0.55%0.48%
      Rexford IndustrialRexford Industrial (REXR)
      		0.61%0.47%
      LVMHLVMH (MC.PA)
      		0.61%0.47%
      Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
      		0.49%0.46%
      Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
      		0.56%0.44%
      CVS HealthCVS Health (CVS)
      		0.92%0.44%
      FIGSFIGS (FIGS)
      		0.55%0.4%
      EvolutionEvolution (EVO.ST)
      		0.61%0.4%
      Block Inc.Block Inc. (XYZ)
      		0.37%0.4%
      Rio TintoRio Tinto (RIO)
      		0.53%0.37%
      Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
      		0.55%0.33%
      BHPBHP (BHP)
      		0.37%0.26%
      VICI PropertiesVICI Properties (VICI)
      		0.31%0.25%
      SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
      		0.28%0.25%
      ParamountParamount (PARA)
      		0.49%0.25%
      TwilioTwilio (TWLO)
      		0.25%0.22%
      ValeVale (VALE)
      		0.39%0.21%

      Cash Exposure Over Time

      Cash Exposure % Over Time