briandatorrespi avatar

briandatorrespi
🇲🇽 ETF and Other Investor.
10 copiers.

Cash Allocation

Range

Highest Cash
July 1, 2023
Lowest Cash
January 19, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
40 instruments
June 27, 2023
Least Diversified
0 instruments
February 2, 2025
Average
36.9 instruments

Most Consistent Holdings

Top 5

avatarC
99.91%
avatarGAP
99.91%
avatarORCL
99.91%
avatarACN
99.91%
avatarCVS
99.91%

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
38.11%
Finance
12.4%
Retail Trade
11.6%
Technology Services
7.73%
Electronic Technology
6.37%

Top Countries

Top 5

🇺🇸United States
58.43%
🇮🇪Ireland
2.82%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
9.4%0%52.83%2/1/2025
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
7.17%0%52.83%2/1/2025
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
6.92%0%52.83%2/1/2025
GMGM (GM)
3.86%0%99.91%2/1/2025
CitiCiti (C)
3.82%0%99.91%2/1/2025
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
2.94%0%87.96%2/1/2025
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
2.91%0%52.83%2/1/2025
OracleOracle (ORCL)
2.85%0%99.91%2/1/2025
AccentureAccenture (ACN)
2.82%0%99.91%2/1/2025
Franklin ResourcesFranklin Resources (BEN)
2.73%0%99.91%2/1/2025
VertexVertex (VRTX)
2.55%0%99.91%2/1/2025
UPSUPS (UPS)
2.54%0%99.91%2/1/2025
Duke EnergyDuke Energy (DUK)
2.44%0%99.91%2/1/2025
TapestryTapestry (TPR)
2.43%0%99.91%2/1/2025
VentasVentas (VTR)
2.33%0%99.91%2/1/2025
CVS HealthCVS Health (CVS)
2.31%0%99.91%2/1/2025
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
2.27%0%99.91%2/1/2025
WalgreensWalgreens (WBA)
2.14%0%99.91%2/1/2025
AMDAMD (AMD)
2.14%0%99.91%2/1/2025
Ross StoresRoss Stores (ROST)
2.12%0%99.91%2/1/2025
CloroxClorox (CLX)
2.05%0%99.91%2/1/2025
ProgressiveProgressive (PGR)
2.05%0%99.91%2/1/2025
CelaneseCelanese (CE)
2.03%0%99.91%2/1/2025
ZoetisZoetis (ZTS)
2.02%0%99.91%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
1.93%0%52.83%2/1/2025
AristaArista (ANET)
1.78%0%99.91%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.62%0%87.96%2/1/2025
OtisOtis (OTIS)
1.6%0%99.91%2/1/2025
OccidentalOccidental (OXY)
1.57%0%99.91%2/1/2025
ARK Innovation ETFARK Innovation ETF (ARKK)
1.51%0%99.91%2/1/2025
Regency CentersRegency Centers (REG)
1.47%0%99.91%2/1/2025
HersheyHershey (HSY)
1.41%0%99.91%2/1/2025
CDWCDW (CDW)
1.38%0%99.91%2/1/2025
GapGap (GAP)
1.37%0%99.91%2/1/2025
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
1.33%0%52.83%2/1/2025
Northrop GrummanNorthrop Grumman (NOC)
1.24%0%99.91%2/1/2025
Best BuyBest Buy (BBY)
1.22%0%99.91%2/1/2025
General DynamicsGeneral Dynamics (GD)
1.21%0%99.91%2/1/2025
Elevance HealthElevance Health (ELV)
1.08%0%99.91%2/1/2025
BumbleBumble (BMBL)
0.68%0%99.91%2/1/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.08%0%2.92%6/6/2022
ProShares UltraPro Dow30ProShares UltraPro Dow30 (UDOW)
0.03%0%1.28%2/1/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 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 Exposure Over Time

      Cash Exposure % Over Time