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dcolealdridge
🇨🇷 Financial Services and Other Investor.
1 copier.

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
September 23, 2023
Lowest Cash
February 4, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
81 instruments
March 7, 2023
Least Diversified
0 instruments
February 2, 2025
Average
62.3 instruments

Most Consistent Holdings

Top 5

avatarCVX
99.88%
avatarHD
99.88%
avatarHPQ
99.88%
avatarJPM
99.88%
avatarLMT
99.88%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 4, 2023
Lowest Exposure
September 23, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
27.1%
ETFs
22.53%
Electronic Technology
6.79%
Technology Services
6.44%
Consumer Non Durables
6.34%

Top Countries

Top 5

🇺🇸United States
71.66%
🇨🇦Canada
1.27%
🇮🇪Ireland
0.44%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
9.64%12.44%98.19%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
8.16%16.76%92.76%-
Waste ManagementWaste Management (WM)
6.1%10.42%97.35%-
MicrosoftMicrosoft (MSFT)
4.66%3.63%97.35%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
3.15%5.06%92.76%-
SPDR S&P US Dividend Aristocrats UCITS ETFSPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)
3.13%2.54%99.88%-
AppleApple (AAPL)
1.84%3.08%94.81%-
AltriaAltria (MO)
1.77%2.02%99.88%-
Schwab US Large-Cap ETFSchwab US Large-Cap ETF (SCHX)
1.72%2.42%99.88%-
STAGSTAG (STAG)
1.68%1.27%97.35%-
Juniper NetworksJuniper Networks (JNPR)
1.62%1.29%99.88%-
T. Rowe PriceT. Rowe Price (TROW)
1.61%0.65%99.88%-
Vanguard Growth ETFVanguard Growth ETF (VUG)
1.53%2.99%94.33%-
estebanopatrilestebanopatril
1.53%0%29.79%9/11/2023
Fifth ThirdFifth Third (FITB)
1.53%1.19%99.88%-
KrogerKroger (KR)
1.43%1.41%99.64%-
Lockheed MartinLockheed Martin (LMT)
1.37%1.08%99.88%-
ComcastComcast (CMCSA)
1.34%0.76%99.88%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.33%1.12%99.64%-
VisaVisa (V)
1.32%1.29%99.64%-
Home DepotHome Depot (HD)
1.28%1.04%99.88%-
MerckMerck (MRK)
1.25%0.7%99.64%-
Coca-ColaCoca-Cola (KO)
1.2%2.98%51.39%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
1.17%0.72%99.88%-
Ares CapitalAres Capital (ARCC)
1.17%0.93%99.76%-
HPHP (HPQ)
1.15%0.88%99.88%-
JPMorganJPMorgan (JPM)
1.1%1.09%99.88%-
Kimberly-ClarkKimberly-Clark (KMB)
1.1%0.96%99.88%-
ExxonMobilExxonMobil (XOM)
1.08%2.11%89.75%-
Kraft HeinzKraft Heinz (KHC)
1.07%0.73%99.88%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
1.07%0.88%99.88%-
AmgenAmgen (AMGN)
1.06%0.67%99.64%-
CubeSmartCubeSmart (CUBE)
1.02%0.77%92.16%-
Digital RealtyDigital Realty (DLR)
0.99%0.85%99.88%-
QualcommQualcomm (QCOM)
0.98%0.71%99.88%-
Omega HealthcareOmega Healthcare (OHI)
0.97%0.74%99.88%-
CumminsCummins (CMI)
0.96%1.04%99.88%-
LTC PropertiesLTC Properties (LTC.US)
0.96%0.8%99.88%-
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.9%0.65%99.88%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.89%0%29.79%9/11/2023
TDTD (TD)
0.88%0.72%99.88%-
US BancorpUS Bancorp (USB)
0.83%0.59%99.64%-
A O SmithA O Smith (AOS)
0.81%0.53%99.88%-
American WaterAmerican Water (AWK)
0.8%0.72%99.88%-
Domino'sDomino's (DPZ)
0.8%0.72%99.88%-
Eastman ChemicalEastman Chemical (EMN)
0.77%0.52%99.88%-
Cardinal HealthCardinal Health (CAH)
0.73%0.51%99.64%-
Lowe'sLowe's (LOW)
0.71%0%29.79%9/11/2023
DisneyDisney (DIS)
0.71%0.49%99.64%-
BlackRockBlackRock (BLK)
0.68%0%29.79%9/11/2023
Bank of AmericaBank of America (BAC)
0.66%0.57%94.33%-
Duke EnergyDuke Energy (DUK)
0.64%0.62%99.64%-
WP CareyWP Carey (WPC)
0.58%0.48%99.88%-
AGNCAGNC (AGNC)
0.58%0.4%99.64%-
ChevronChevron (CVX)
0.57%0.4%99.88%-
PepsiCoPepsiCo (PEP)
0.56%0%29.79%9/11/2023
CME GroupCME Group (CME)
0.56%0.55%99.88%-
Main Street CapitalMain Street Capital (MAIN)
0.56%0%29.79%9/11/2023
CaterpillarCaterpillar (CAT)
0.5%0%29.79%9/11/2023
BroadcomBroadcom (AVGO)
0.5%0%29.79%9/11/2023
L3HarrisL3Harris (LHX)
0.48%0.75%99.88%-
CiscoCisco (CSCO)
0.47%0%29.79%9/11/2023
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.44%0%29.79%9/11/2023
MedtronicMedtronic (MDT.US)
0.44%0%29.92%9/12/2023
Gilead SciencesGilead Sciences (GILD)
0.41%0%29.92%9/12/2023
EnbridgeEnbridge (ENB)
0.39%0%29.92%9/12/2023
IngredionIngredion (INGR)
0.35%0%29.92%9/12/2023
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
0.33%0%29.79%9/11/2023
Best BuyBest Buy (BBY)
0.32%0%29.79%9/11/2023
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
0.32%0%29.92%9/12/2023
VF CorpVF Corp (VFC)
0.29%0.13%99.88%-
iShares Preferred & Income SeciShares Preferred & Income Sec (PFF)
0.28%0%29.92%9/12/2023
VerizonVerizon (VZ)
0.26%0%29.79%9/11/2023
AbbVieAbbVie (ABBV)
0.22%0%29.92%9/12/2023
MastercardMastercard (MA)
0.19%0%29.92%9/12/2023
SPDR GoldSPDR Gold (GLD)
0.18%0%29.79%9/11/2023
IBMIBM (IBM)
0.17%0%30.04%9/13/2023
AT&TAT&T (T)
0.16%0%29.92%9/12/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.15%0.09%99.88%-
Essex Property TrustEssex Property Trust (ESS)
0.12%0%29.79%9/11/2023
TargetTarget (TGT)
0.11%0%29.79%9/11/2023
Store Capital Corp.Store Capital Corp. (STOR)
0.06%0%4.22%2/6/2023
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0.01%0.01%63.93%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
13.55%14.48%
Realty IncomeRealty Income (O)
12.18%11.29%
Waste ManagementWaste Management (WM)
7.74%7.75%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
5.03%5.54%
MicrosoftMicrosoft (MSFT)
4.35%4.86%
SPDR S&P US Dividend Aristocrats UCITS ETFSPDR S&P US Dividend Aristocrats UCITS ETF (UDVD.L)
3.11%3.03%
Coca-ColaCoca-Cola (KO)
3.31%2.96%
Vanguard Growth ETFVanguard Growth ETF (VUG)
2%2.5%
Schwab US Large-Cap ETFSchwab US Large-Cap ETF (SCHX)
1.83%2.14%
ExxonMobilExxonMobil (XOM)
2.24%2.03%
Fifth ThirdFifth Third (FITB)
1.79%1.72%
STAGSTAG (STAG)
1.67%1.51%
AppleApple (AAPL)
1.11%1.5%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.11%1.45%
VisaVisa (V)
1.12%1.45%
AltriaAltria (MO)
1.3%1.44%
KrogerKroger (KR)
1.11%1.41%
HPHP (HPQ)
1.68%1.41%
Home DepotHome Depot (HD)
1.11%1.34%
Lockheed MartinLockheed Martin (LMT)
1.11%1.32%
JPMorganJPMorgan (JPM)
0.67%1.32%
Juniper NetworksJuniper Networks (JNPR)
1.11%1.24%
Ares CapitalAres Capital (ARCC)
1.11%1.17%
Digital RealtyDigital Realty (DLR)
0.89%1.16%
CumminsCummins (CMI)
0.67%1.11%
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
1.11%1.07%
MerckMerck (MRK)
0.9%1.04%
Kimberly-ClarkKimberly-Clark (KMB)
1.11%1.02%
T. Rowe PriceT. Rowe Price (TROW)
1.17%1%
CubeSmartCubeSmart (CUBE)
1.18%0.97%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
1.01%0.97%
ComcastComcast (CMCSA)
1.11%0.97%
QualcommQualcomm (QCOM)
0.89%0.93%
LTC PropertiesLTC Properties (LTC.US)
1.11%0.91%
Kraft HeinzKraft Heinz (KHC)
1.12%0.88%
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
1.16%0.87%
US BancorpUS Bancorp (USB)
1.11%0.87%
Omega HealthcareOmega Healthcare (OHI)
0.67%0.85%
Bank of AmericaBank of America (BAC)
0.67%0.78%
Domino'sDomino's (DPZ)
0.67%0.75%
DisneyDisney (DIS)
1.29%0.75%
TDTD (TD)
1.11%0.74%
AmgenAmgen (AMGN)
0.67%0.73%
Eastman ChemicalEastman Chemical (EMN)
0.67%0.72%
American WaterAmerican Water (AWK)
1.11%0.7%
A O SmithA O Smith (AOS)
0.67%0.67%
Duke EnergyDuke Energy (DUK)
0.67%0.64%
CME GroupCME Group (CME)
0.44%0.57%
Cardinal HealthCardinal Health (CAH)
0.44%0.53%
AGNCAGNC (AGNC)
1.11%0.51%
ChevronChevron (CVX)
0.67%0.5%
WP CareyWP Carey (WPC)
0.78%0.49%
L3HarrisL3Harris (LHX)
0.44%0.42%
VF CorpVF Corp (VFC)
1.11%0.32%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.35%0.14%
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0.02%

Cash Exposure Over Time

Cash Exposure % Over Time