boterox3000 avatar

boterox3000
🇨🇴 Value Financial Services Investor.
6 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 7, 2023
Lowest Cash
January 4, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
4 instruments
January 2, 2023
Least Diversified
0 instruments
November 7, 2023
Average
1.5 instruments

Most Consistent Holdings

Top 5

avatarUNM
58.38%
avatarDISH
36.43%
avatarGPN
21.95%
avatarLBTYA
20.39%
avatarBRK.B
14.11%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 4, 2023
Lowest Exposure
November 7, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
58.64%
Commercial Services
18.41%
Other
17.13%
Communications
0.85%

Top Countries

Top 5

🇺🇸United States
94.18%
🇧🇲Bermuda
0.85%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
UnumUnum (UNM)
54.89%100%58.38%-
Global PaymentsGlobal Payments (GPN)
18.41%0%21.95%7/5/2023
DISH Network CorpDISH Network Corp (DISH)
17.13%0%36.43%11/6/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.71%0%14.11%3/4/2024
Liberty GlobalLiberty Global (LBTYA)
0.85%0%20.39%6/22/2023
Lincoln NationalLincoln National (LNC)
0.04%0%1.45%1/13/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
UnumUnum (UNM)
100%100%

Cash Exposure Over Time

Cash Exposure % Over Time