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bogleheadsuspect
🇪🇸 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
December 9, 2022
Lowest Cash
January 24, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
43 instruments
April 5, 2022
Least Diversified
0 instruments
February 2, 2025
Average
19.5 instruments

Most Consistent Holdings

Top 5

avatarMAN
99.92%
avatarUGI
92.21%
avatarSWK
79.75%
avatarLYB
79.75%
avatarVZ
79.43%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 24, 2022
Lowest Exposure
December 9, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
16.54%
Finance
9.14%
Cryptocurrencies
8.02%
Utilities
6.54%
Communications
5.61%

Top Countries

Top 5

🇺🇸United States
49.79%
🇬🇧United Kingdom
4.32%
🇨🇦Canada
1.72%
🇨🇳China
0.42%
🇳🇴Norway
0.41%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
7.52%6.57%78.69%-
BitcoinBitcoin (BTC)
5.75%0%41.89%1/20/2025
iShares Global REIT ETFiShares Global REIT ETF (REET)
4.62%8.03%52.79%-
ManpowerGroupManpowerGroup (MAN)
4.34%2.7%99.92%-
Stanley Black & DeckerStanley Black & Decker (SWK)
4.05%3.05%79.75%-
LyondellBasellLyondellBasell (LYB)
3.96%2.47%79.75%-
BrookfieldBrookfield (BAM)
3.4%6.54%59.34%-
UGIUGI (UGI)
3.39%4.07%92.21%-
VerizonVerizon (VZ)
3.29%4.62%79.43%-
TDSTDS (TDS)
2.32%0%47.54%8/30/2023
Pinnacle WestPinnacle West (PNW)
2.28%0%45.98%7/26/2024
EthereumEthereum (ETH)
2.26%8.42%53.11%-
Universal CorpUniversal Corp (UVV)
2.19%0%57.13%12/28/2023
WalgreensWalgreens (WBA)
2.18%0%50.41%1/8/2024
Gilead SciencesGilead Sciences (GILD)
1.93%0%52.62%11/3/2023
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
1.92%0%15.66%12/8/2022
3M3M (MMM)
1.9%0%45.98%7/26/2024
Black HillsBlack Hills (BKH)
1.79%4.26%39.59%-
Best BuyBest Buy (BBY)
1.74%3.45%39.51%-
NW NaturalNW Natural (NWN)
1.7%4.11%39.51%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
1.66%3.67%39.59%-
Medical Properties TrustMedical Properties Trust (MPW)
1.19%0%26.8%8/23/2023
Sprott Physical Gold TrustSprott Physical Gold Trust (PHYS)
1.19%0%26.39%12/8/2022
MedifastMedifast (MED.US)
1.06%0%13.69%3/19/2024
IntelIntel (INTC)
0.99%0%33.28%3/6/2023
Howard HughesHoward Hughes (HHH)
0.55%1.8%27.46%-
SPDR GoldSPDR Gold (GLD)
0.55%0%26.39%12/8/2022
EPREPR (EPR)
0.51%2.33%25.16%-
Old RepublicOld Republic (ORI)
0.47%0%16.72%12/8/2022
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
0.45%0%9.59%5/2/2022
Fidelity National FinancialFidelity National Financial (FNF)
0.45%0%16.39%12/8/2022
Franklin ResourcesFranklin Resources (BEN)
0.43%1.73%25.16%-
ARK Innovation ETFARK Innovation ETF (ARKK)
0.42%0%20.16%9/12/2022
BrookfieldBrookfield (BN.US)
0.41%0%20.16%9/12/2022
OperaOpera (OPRA)
0.41%0%15.98%2/12/2025
Realty IncomeRealty Income (O)
0.39%0%9.92%5/2/2022
HighwoodsHighwoods (HIW)
0.37%0%16.39%12/8/2022
MoneysupermarketMoneysupermarket (MONY.L)
0.36%4.05%9.18%-
Leggett & PlattLeggett & Platt (LEG)
0.36%0%20.16%9/12/2022
PGEPGE (POR)
0.35%3.72%9.18%-
MarkelMarkel (MKL)
0.35%0%20.16%9/12/2022
RyderRyder (R)
0.35%0%20.16%9/12/2022
MicroStrategyMicroStrategy (MSTR)
0.35%0%19.59%9/12/2022
ComcastComcast (CMCSA)
0.34%0%6.23%12/8/2022
Flowers FoodsFlowers Foods (FLO)
0.34%3.34%9.18%-
Invesco China Technology ETFInvesco China Technology ETF (CQQQ)
0.33%0%20.16%9/12/2022
SL GreenSL Green (SLG)
0.31%0%6.23%12/8/2022
MDU ResourcesMDU Resources (MDU)
0.3%0%10.16%9/12/2022
WhirlpoolWhirlpool (WHR)
0.28%0%12.95%9/12/2022
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.27%0%2.38%5/2/2022
TellurianTellurian (TELL)
0.26%0%11.31%5/19/2022
NintendoNintendo (NTDOY)
0.26%0%20.16%9/12/2022
AlibabaAlibaba (BABA)
0.24%0%14.84%9/12/2022
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
0.2%0%10%5/3/2022
SAPSAP (SAP.DE)
0.2%0%6.23%12/8/2022
DHT HoldingsDHT Holdings (DHT)
0.2%4.28%4.75%-
Ping An HealthcarePing An Healthcare (1833.HK)
0.19%0%9.51%4/27/2022
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0.18%0%9.59%5/2/2022
UnumUnum (UNM)
0.18%0%10%5/3/2022
Johnson OutdoorsJohnson Outdoors (JOUT)
0.17%0%6.23%12/8/2022
CardlyticsCardlytics (CDLX)
0.17%0%10%5/3/2022
MetaMeta (META)
0.16%0%14.84%9/12/2022
LCILCI (LCII)
0.16%0%6.23%12/8/2022
Southern CopperSouthern Copper (SCCO)
0.15%0%6.8%4/21/2022
BolloreBollore (BOL.PA)
0.14%0%9.51%4/27/2022
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
0.14%0%10%5/3/2022
AlphabetAlphabet (GOOG)
0.14%0%10.16%9/12/2022
AlgonquinAlgonquin (AQN)
0.13%0%7.62%4/4/2022
ProsusProsus (PRX.NV)
0.12%0%9.51%4/27/2022
CignaCigna (CI)
0.12%0%10%5/3/2022
ARK Next Generation Internet ETFARK Next Generation Internet ETF (ARKW)
0.1%0%10%5/3/2022
Tattooed Chef IncTattooed Chef Inc (TTCFQ)
0.09%0%10%5/3/2022
Omega FlexOmega Flex (OFLX)
0.09%3.79%2.38%-
ARK Autonomous Technology & Robotics ETFARK Autonomous Technology & Robotics ETF (ARKQ)
0.09%0%10%5/3/2022
PrologisPrologis (PLD)
0.08%0%9.92%5/2/2022
SolventumSolventum (SOLV)
0.05%0%9.34%7/26/2024
St. JoeSt. Joe (JOE)
0.04%0%2.38%5/3/2022
NetflixNetflix (NFLX)
0.02%0%4.67%5/3/2022
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.02%0%0.33%12/20/2024
PolkadotPolkadot (DOT)
0.01%0%0.66%1/31/2022
HormelHormel (HRL)
0.01%0%0.33%1/4/2022
Nu SkinNu Skin (NUS)
0%0%0.33%1/4/2022
CumminsCummins (CMI)
0%0%0.33%1/4/2022
Huntington IngallsHuntington Ingalls (HII)
0%0%0.33%1/4/2022
EntergyEntergy (ETR)
0%0%0.33%1/4/2022
SmuckerSmucker (SJM)
0%0%0.33%1/4/2022
F&G Annuities & LifeF&G Annuities & Life (FG)
0%0%0.57%12/8/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
BitcoinBitcoin (BTC)
6.62%18.97%
iShares Global REIT ETFiShares Global REIT ETF (REET)
8.83%7.7%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
8.83%6.7%
BrookfieldBrookfield (BAM)
4.41%6.23%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
4.41%4.29%
Black HillsBlack Hills (BKH)
4.41%4.23%
Best BuyBest Buy (BBY)
4.41%4.21%
VerizonVerizon (VZ)
4.41%4.18%
NW NaturalNW Natural (NWN)
4.41%3.97%
ManpowerGroupManpowerGroup (MAN)
7.03%3.79%
Stanley Black & DeckerStanley Black & Decker (SWK)
5.19%3.77%
EthereumEthereum (ETH)
2.21%3.57%
LyondellBasellLyondellBasell (LYB)
4.58%3.27%
UGIUGI (UGI)
4.86%3.15%
OperaOpera (OPRA)
2.21%2.78%
Howard HughesHoward Hughes (HHH)
2.21%2.02%
EPREPR (EPR)
2.21%1.82%
Franklin ResourcesFranklin Resources (BEN)
2.21%1.63%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments