boterox3000 avatar

boterox3000
🇨🇴 Financial Services Investor.
8 copiers.

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
1.6 instruments

Most Consistent Holdings

Top 5

avatarUNM
54.18%
avatarDISH
40.11%
avatarGPN
24.17%
avatarLBTYA
22.44%
avatarBRK.B
15.54%

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
54.48%
Commercial Services
20.27%
Other
18.85%
Communications
0.94%

Top Countries

Top 5

🇺🇸United States
93.6%
🇧🇲Bermuda
0.94%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
UnumUnum (UNM)
50.35%0%54.18%2/1/2025
Global PaymentsGlobal Payments (GPN)
20.27%0%24.17%7/5/2023
DISH Network CorpDISH Network Corp (DISH)
18.85%0%40.11%11/6/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
4.08%0%15.54%3/4/2024
Liberty GlobalLiberty Global (LBTYA)
0.94%0%22.44%6/22/2023
Lincoln NationalLincoln National (LNC)
0.05%0%1.59%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