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adrian300392
🇪🇸 Multi-Strategy Software and Tech Investor.
2 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
July 28, 2023
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
16 instruments
July 20, 2023
Least Diversified
0 instruments
October 20, 2025
Average
8 instruments

Most Consistent Holdings

Top 5

avatarGOOG
77.19%
avatarVZ
50.8%
avatarMSFT
50.14%
avatarKO
48.16%
avatarAAPL
46.09%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
July 28, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
35.17%
Technology Services
19.63%
Electronic Technology
18.51%
Energy Minerals
10.39%
Consumer Non Durables
4.48%

Top Countries

Top 5

🇺🇸United States
54.8%
🇳🇱Netherlands
6.48%
🇦🇺Australia
1.72%
🇬🇧United Kingdom
0.36%
🇹🇼Taiwan
0.13%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR Bloomberg 1-3 Month T-Bill ETFSPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
26.61%0%41.09%10/17/2024
OccidentalOccidental (OXY)
9.93%0%30.35%2/27/2024
MicrosoftMicrosoft (MSFT)
7.72%17.49%50.14%-
AppleApple (AAPL)
7.31%26.64%46.09%-
AlphabetAlphabet (GOOG)
6.74%27.41%77.19%-
ASMLASML (ASML)
6.48%0%24.79%8/11/2025
iShares US Treasury Bond ETFiShares US Treasury Bond ETF (GOVT)
6.37%0%38.45%6/4/2024
NVIDIANVIDIA (NVDA)
4.56%14.2%33.18%-
AmazonAmazon (AMZN)
2.47%10.52%41.38%-
Coca-ColaCoca-Cola (KO)
2.01%0%48.16%6/4/2024
AdobeAdobe (ADBE)
1.83%0%6.03%12/12/2024
OracleOracle (ORCL)
1.83%0%27.8%11/18/2025
BHPBHP (BHP)
1.72%0%5.47%3/1/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.56%0%32.61%12/20/2023
VisaVisa (V)
1.49%0%14.51%8/30/2024
Tyson FoodsTyson Foods (TSN)
1.34%0%42.22%4/1/2024
VerizonVerizon (VZ)
1%0%50.8%7/2/2024
MetaMeta (META)
1%3.74%26.3%-
MondelezMondelez (MDLZ)
0.77%0%5.09%2/4/2025
Bank of AmericaBank of America (BAC)
0.7%0%3.58%11/5/2024
Thermo FisherThermo Fisher (TMO)
0.58%0%4.43%1/7/2025
MarriottMarriott (MAR)
0.58%0%8.58%10/9/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.53%0%9.14%11/6/2024
LeidosLeidos (LDOS)
0.52%0%5.75%2/11/2025
PepsiCoPepsiCo (PEP)
0.36%0%5.09%2/4/2025
LindeLinde (LIN)
0.36%0%7.07%2/4/2025
TeslaTesla (TSLA)
0.34%0%2.92%6/5/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.31%0%4.05%1/22/2025
Eli LillyEli Lilly (LLY)
0.26%0%3.39%12/10/2024
ChevronChevron (CVX)
0.26%0%3.86%10/15/2024
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.25%0%6.5%8/7/2023
ExxonMobilExxonMobil (XOM)
0.2%0%1.51%8/1/2024
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
0.17%0%12.91%11/16/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.14%0%12.06%7/27/2023
TSMCTSMC (TSM)
0.13%0%1.13%10/14/2024
WalmartWalmart (WMT)
0.1%0%6.13%5/2/2025
iShares Select Dividend ETFiShares Select Dividend ETF (DVY)
0.06%0%3.77%8/7/2023
Novo-NordiskNovo-Nordisk (NVO)
0.04%0%0.19%11/21/2024
KenonKenon (KEN)
0.03%0%5%4/4/2023
AMDAMD (AMD)
0.02%0%0.09%11/6/2024
BitcoinBitcoin (BTC)
0.02%0%3.77%10/23/2023
AllyAlly (ALLY)
0.01%0%3.58%2/9/2023
OmnicomOmnicom (OMC)
0.01%0%8.2%10/24/2023
Edwards LifesciencesEdwards Lifesciences (EW)
0.01%0%7.45%10/24/2023
Karuna Therapeutics, IncKaruna Therapeutics, Inc (KRTX)
0.01%0%8.01%10/24/2023
EthereumEthereum (ETH)
0.01%0%3.86%11/1/2023
CelaneseCelanese (CE)
0%0%0.85%1/10/2023
HoneywellHoneywell (HON)
0%0%3.58%9/14/2023
EquifaxEquifax (EFX)
0%0%2.92%8/29/2023
AltriaAltria (MO)
0%0%1.51%8/28/2023
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0%0%0.28%1/4/2023
AT&TAT&T (T)
0%0%0.94%7/24/2023
BiogenBiogen (BIIB)
0%0%0.75%8/2/2023
Cedar FairCedar Fair (FUN)
0%0%0.75%7/27/2023
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0%0%0.66%7/21/2023
MasimoMasimo (MASI)
0%0%0.66%7/26/2023
RaytheonRaytheon (RTX)
0%0%0.57%7/31/2023
General MillsGeneral Mills (GIS)
0%0%0.47%7/24/2023
Churchill DownsChurchill Downs (CHDN)
0%0%0.38%8/4/2023
ProgressiveProgressive (PGR)
0%0%0.28%7/17/2023
NikeNike (NKE)
0%0%0.28%7/24/2023
UnitedHealthUnitedHealth (UNH)
0%0%0.19%7/14/2023
IridiumIridium (IRDM)
0%0%0.09%7/28/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
ASMLASML (ASML)
37.36%37.86%
Thermo FisherThermo Fisher (TMO)
16.21%16.74%
MondelezMondelez (MDLZ)
16.23%15.83%
LeidosLeidos (LDOS)
9.37%9.23%
Johnson & JohnsonJohnson & Johnson (JNJ)
7.95%7.85%
PepsiCoPepsiCo (PEP)
7.53%7.42%
LindeLinde (LIN)
5.3%5.04%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments