andresguerra2 avatar

andresguerra2
🇨🇴 Value Financial Services Investor.
50 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
August 19, 2022
Lowest Cash
June 11, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
October 29, 2022
Least Diversified
0 instruments
February 2, 2025
Average
20.5 instruments

Most Consistent Holdings

Top 5

avatarDIS
99.85%
avatarKO
99.85%
avatarT
99.85%
avatarPBR
99.85%
avatarBBVA.MC
99.85%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 11, 2022
Lowest Exposure
August 19, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
21.2%
Consumer Non Durables
13.68%
Consumer Services
12.25%
Energy Minerals
8.25%
Retail Trade
5.57%

Top Countries

Top 5

🇺🇸United States
55.88%
🇧🇷Brazil
8.25%
🇪🇸Spain
5.42%
🇬🇧United Kingdom
2.36%
🇰🇾Cayman Islands
0.56%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
PetrobrasPetrobras (PBR)
8.25%4.93%99.85%-
Main Street CapitalMain Street Capital (MAIN)
8.01%9.23%99.85%-
Royal CaribbeanRoyal Caribbean (RCL)
7.61%14.49%84.25%-
Coca-ColaCoca-Cola (KO)
7.59%5.47%99.85%-
AltriaAltria (MO)
6.09%6.17%99.85%-
BBVABBVA (BBVA.MC)
5.42%8.07%99.85%-
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
3.57%2.45%99.85%-
WalmartWalmart (WMT)
2.85%3.8%91.32%-
AmazonAmazon (AMZN)
2.72%3.49%79.69%-
CitiCiti (C)
2.69%4.75%72.19%-
GSKGSK (GSK.L)
2.36%2.79%72.33%-
Brown & BrownBrown & Brown (BRO)
2.35%1.99%91.69%-
BlackRockBlackRock (BLK)
2.12%2.08%99.78%-
FlowserveFlowserve (FLS)
1.91%1.63%99.71%-
MetaMeta (META)
1.83%2.41%97.2%-
AT&TAT&T (T)
1.72%1.46%99.85%-
AirbnbAirbnb (ABNB)
1.66%1.07%99.71%-
American AirlinesAmerican Airlines (AAL)
1.62%3.89%41.94%-
StarbucksStarbucks (SBUX)
1.41%1.35%72.26%-
DisneyDisney (DIS)
1.4%0.97%99.85%-
Welbilt IncWelbilt Inc (WBT)
1.02%0%15.31%7/29/2022
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.7%0%18.91%9/26/2022
NetflixNetflix (NFLX)
0.59%0%17.88%1/11/2023
NuNu (NU)
0.56%2.46%25.9%-
ChainlinkChainlink (LINK)
0.38%0%76.97%12/12/2024
AMDAMD (AMD)
0.25%0%12.29%8/26/2024
NVIDIANVIDIA (NVDA)
0.22%3.03%7.06%-
NXPNXP (NXPI)
0.18%0%6.7%12/17/2022
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.17%0%61.59%8/27/2024
Bed Bath & Beyond IncBed Bath & Beyond Inc (BBBYQ)
0.06%0%4.71%5/5/2023
CoinbaseCoinbase (COIN)
0.04%0%4.05%3/30/2022
PelotonPeloton (PTON)
0.01%0%0.29%10/31/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Royal CaribbeanRoyal Caribbean (RCL)
2.7%12.55%
Main Street CapitalMain Street Capital (MAIN)
6.81%8.51%
American AirlinesAmerican Airlines (AAL)
7.06%6.32%
PetrobrasPetrobras (PBR)
6.6%6.18%
AltriaAltria (MO)
6.39%5.7%
Coca-ColaCoca-Cola (KO)
5.92%5.65%
BBVABBVA (BBVA.MC)
3.09%4.73%
AmazonAmazon (AMZN)
2.83%4.02%
CitiCiti (C)
4.06%3.83%
WalmartWalmart (WMT)
2.57%3.65%
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
1.8%2.75%
Brown & BrownBrown & Brown (BRO)
2.57%2.65%
GSKGSK (GSK.L)
3.86%2.58%
MetaMeta (META)
1.29%2.19%
BlackRockBlackRock (BLK)
2.57%2.1%
FlowserveFlowserve (FLS)
1.38%2.09%
NuNu (NU)
3.68%1.88%
StarbucksStarbucks (SBUX)
2.83%1.66%
AT&TAT&T (T)
2.57%1.45%
AirbnbAirbnb (ABNB)
2.57%1.26%
DisneyDisney (DIS)
2.57%1.1%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments