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briandatorrespi
🇲🇽 Value ETF and Other Investor.
8 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
July 1, 2023
Lowest Cash
January 19, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
41 instruments
April 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
37.7 instruments

Most Consistent Holdings

Top 5

avatarC
99.79%
avatarGAP
99.79%
avatarORCL
99.79%
avatarACN
99.79%
avatarCVS
99.79%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 19, 2022
Lowest Exposure
July 1, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
45.8%
Finance
11.03%
Retail Trade
10.16%
Technology Services
6.63%
Electronic Technology
5.58%

Top Countries

Top 5

🇺🇸United States
50.92%
🇮🇪Ireland
2.55%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR Bloomberg 1-3 Month T-Bill ETFSPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
12.25%12.46%62.98%-
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
8.53%13.11%62.98%-
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
8.49%9.38%62.98%-
GMGM (GM)
3.59%1.4%99.79%-
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
3.49%5.36%62.98%-
CitiCiti (C)
3.17%0.92%99.79%-
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
3.08%3.57%90.44%-
AccentureAccenture (ACN)
2.55%1.4%99.79%-
Franklin ResourcesFranklin Resources (BEN)
2.54%1.85%99.79%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
2.33%3.62%62.98%-
OracleOracle (ORCL)
2.32%0.42%99.79%-
UPSUPS (UPS)
2.25%0.96%99.79%-
Duke EnergyDuke Energy (DUK)
2.23%0.46%99.79%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
2.2%5.77%90.44%-
CVS HealthCVS Health (CVS)
2.18%1.84%99.79%-
VentasVentas (VTR)
2.15%1.68%99.79%-
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
2.13%1.95%99.79%-
TapestryTapestry (TPR)
2.12%1.18%99.79%-
VertexVertex (VRTX)
2.1%0.48%99.79%-
AMDAMD (AMD)
1.89%1.37%99.79%-
ProgressiveProgressive (PGR)
1.81%0.81%99.79%-
ZoetisZoetis (ZTS)
1.8%0.76%99.79%-
WalgreensWalgreens (WBA)
1.79%0%93.15%9/1/2025
Ross StoresRoss Stores (ROST)
1.78%0.63%99.79%-
CloroxClorox (CLX)
1.7%0.34%99.79%-
CelaneseCelanese (CE)
1.69%0.34%99.79%-
AristaArista (ANET)
1.62%1.13%99.79%-
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
1.61%2.81%62.98%-
ARK Innovation ETFARK Innovation ETF (ARKK)
1.58%0.99%99.79%-
Regency CentersRegency Centers (REG)
1.36%0.89%99.79%-
OtisOtis (OTIS)
1.32%0.29%99.79%-
OccidentalOccidental (OXY)
1.31%0%99.71%12/4/2025
HersheyHershey (HSY)
1.21%0.48%99.79%-
CDWCDW (CDW)
1.19%0.43%99.79%-
Best BuyBest Buy (BBY)
1.16%0.9%99.79%-
GapGap (GAP)
1.13%0.27%99.79%-
General DynamicsGeneral Dynamics (GD)
1.04%0.49%99.79%-
Northrop GrummanNorthrop Grumman (NOC)
1.03%0.3%99.79%-
Elevance HealthElevance Health (ELV)
0.87%0.1%99.79%-
BumbleBumble (BMBL)
0.57%0.06%99.79%-
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.06%0%2.28%6/6/2022
Direxion Daily 20 Year Plus Treasury Bull 3x SharesDirexion Daily 20 Year Plus Treasury Bull 3x Shares (TMF)
0.03%0.2%17.12%-
ProShares UltraPro Dow30ProShares UltraPro Dow30 (UDOW)
0.02%0%1%2/1/2022
WBA US merger CVRWBA US merger CVR (WBA US CVR)
0%0%0%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR Bloomberg 1-3 Month T-Bill ETFSPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
21.36%23.28%
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
13.49%14.84%
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
12.47%13.53%
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
4.96%5.7%
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
4.21%3.9%
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
2.83%3.33%
GMGM (GM)
2.84%2.74%
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
2.05%2.46%
AccentureAccenture (ACN)
1.86%2%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.44%1.92%
Franklin ResourcesFranklin Resources (BEN)
2.5%1.78%
ARK Innovation ETFARK Innovation ETF (ARKK)
2.5%1.62%
UPSUPS (UPS)
2.39%1.62%
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
3.17%1.58%
CitiCiti (C)
1.37%1.53%
Duke EnergyDuke Energy (DUK)
1.2%1.38%
VentasVentas (VTR)
1.13%1.37%
CVS HealthCVS Health (CVS)
2.27%1.18%
Best BuyBest Buy (BBY)
1.37%1.14%
ZoetisZoetis (ZTS)
1.37%1.12%
AristaArista (ANET)
0.22%1.06%
Regency CentersRegency Centers (REG)
0.92%1.04%
ProgressiveProgressive (PGR)
0.34%0.93%
AMDAMD (AMD)
0.9%0.84%
TapestryTapestry (TPR)
0.4%0.75%
WalgreensWalgreens (WBA)
3.04%0.68%
CelaneseCelanese (CE)
1.37%0.64%
Ross StoresRoss Stores (ROST)
0.4%0.59%
CloroxClorox (CLX)
0.57%0.58%
CDWCDW (CDW)
0.57%0.56%
GapGap (GAP)
0.45%0.53%
HersheyHershey (HSY)
0.48%0.49%
OccidentalOccidental (OXY)
0.36%0.48%
VertexVertex (VRTX)
0.28%0.46%
General DynamicsGeneral Dynamics (GD)
0.28%0.41%
OracleOracle (ORCL)
0.15%0.36%
OtisOtis (OTIS)
0.28%0.34%
Northrop GrummanNorthrop Grumman (NOC)
0.19%0.28%
BumbleBumble (BMBL)
1.4%0.27%
Elevance HealthElevance Health (ELV)
0.14%0.12%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments