agomez259 avatar

agomez259
🇦🇺 Value Retail and Media Services Investor.
9 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
January 19, 2022
Lowest Cash
September 14, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
19 instruments
April 2, 2022
Least Diversified
0 instruments
February 2, 2025
Average
11.1 instruments

Most Consistent Holdings

Top 5

avatarAMZN
88.31%
avatarV
80.46%
avatarCRM
65.1%
avatarCOST
61.35%
avatarCPRT
61.26%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 14, 2022
Lowest Exposure
January 19, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Retail Trade
40.41%
Technology Services
15.46%
Finance
14.65%
Commercial Services
8.65%
Health Technology
4.11%

Top Countries

Top 5

🇺🇸United States
83.05%
🇮🇱Israel
3.22%
🇪🇸Spain
1.87%
🇱🇺Luxembourg
1.23%
🇨🇭Switzerland
0.35%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
18.95%19.46%88.31%-
VisaVisa (V)
9.36%11.64%80.46%-
CopartCopart (CPRT)
8.26%15.74%61.26%-
MetaMeta (META)
6.45%0%59.3%12/26/2023
MedifastMedifast (MED.US)
5.98%0%35.92%3/22/2023
SalesforceSalesforce (CRM)
3.78%0%65.1%7/19/2024
CostcoCostco (COST)
3.73%6.83%61.35%-
O'Reilly AutoO'Reilly Auto (ORLY)
3.23%8.12%51.19%-
InmodeInmode (INMD)
3.22%0%34.22%3/22/2023
AlphabetAlphabet (GOOG)
3.17%0%40.53%5/16/2023
RHRH (RH)
3.02%0%52.13%6/6/2024
PayPalPayPal (PYPL)
2.64%0%35.15%4/3/2023
MastercardMastercard (MA)
2.42%9.62%59.39%-
ValvolineValvoline (VVV)
2%0%16.55%4/24/2023
InditexInditex (ITX.MC)
1.87%0%33.19%3/22/2023
SpotifySpotify (SPOT)
1.23%0%29.1%3/22/2023
NikeNike (NKE)
1.22%0%26.96%6/10/2024
Brown & BrownBrown & Brown (BRO)
1.01%2.96%40.61%-
Omega HealthcareOmega Healthcare (OHI)
0.98%0%18%8/22/2022
HEICOHEICO (HEI.A)
0.89%9.51%10.49%-
T. Rowe PriceT. Rowe Price (TROW)
0.88%0%29.78%3/22/2023
Edwards LifesciencesEdwards Lifesciences (EW)
0.74%0%31.83%6/6/2024
Williams-SonomaWilliams-Sonoma (WSM)
0.6%0%9.98%4/28/2022
Johnson OutdoorsJohnson Outdoors (JOUT)
0.59%0%8.87%5/9/2022
SproutsSprouts (SFM)
0.55%0%9.98%4/28/2022
Domino'sDomino's (DPZ)
0.52%0%18.6%9/11/2023
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.48%0%1.88%9/18/2022
UnileverUnilever (ULVR.L)
0.34%0%7.25%4/28/2022
HermesHermes (RMS.PA)
0.31%2.76%10.49%-
LogitechLogitech (LOGI)
0.31%0%8.7%5/9/2022
RoperRoper (ROP)
0.3%0%20.73%4/7/2025
FICOFICO (FICO)
0.29%5.73%5.8%-
Old DominionOld Dominion (ODFL)
0.28%0%17.41%12/26/2024
Berry PlasticsBerry Plastics (BERY)
0.24%0%2.05%1/24/2022
CarvanaCarvana (CVNA)
0.19%0%2.9%9/30/2022
Lockheed MartinLockheed Martin (LMT)
0.15%0%2.05%1/24/2022
PfizerPfizer (PFE)
0.15%0%3.58%3/17/2022
DeckersDeckers (DECK)
0.14%0%4.01%4/21/2022
MicrosoftMicrosoft (MSFT)
0.13%0%2.13%2/18/2022
AdobeAdobe (ADBE)
0.12%0%2.65%4/24/2023
CharterCharter (CHTR)
0.06%0%3.16%4/11/2022
GarminGarmin (GRMN)
0.04%0%2.99%4/28/2022
Moody'sMoody's (MCO)
0.03%3.08%1.02%-
WixWix (WIX)
0%0%0.09%5/10/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AmazonAmazon (AMZN)
15.36%23.22%
CopartCopart (CPRT)
15.37%15.12%
VisaVisa (V)
12.88%13.45%
O'Reilly AutoO'Reilly Auto (ORLY)
8.37%7.98%
CostcoCostco (COST)
5.97%6.93%
HEICOHEICO (HEI.A)
9.02%6.5%
MastercardMastercard (MA)
4.5%4.49%
HermesHermes (RMS.PA)
3.56%2.79%
Brown & BrownBrown & Brown (BRO)
2.52%2.57%
RoperRoper (ROP)
1.89%1.35%

Cash Exposure Over Time

Cash Exposure % Over Time