ddvaz2097 avatar

ddvaz2097
🇵🇹 ETF, Other, Consumable Goods, and Financial Services Investor.
175 copiers.

Cash Allocation

Range

Highest Cash
October 2, 2024
Lowest Cash
January 19, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
12 instruments
October 31, 2024
Least Diversified
0 instruments
February 2, 2025
Average
8.1 instruments

Most Consistent Holdings

Top 5

avatarKO
99.91%
avatarBRK.B
99.91%
avatarQQQ
99.91%
avatarVOO
99.91%
avatarABBV
70.53%

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
October 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
41.27%
ETFs
36.65%
Consumer Non Durables
10.11%
Communications
3.49%
Health Technology
2.9%

Top Countries

Top 5

🇺🇸United States
60.23%
🇬🇧United Kingdom
1.07%
🇩🇪Germany
0.16%
🇨🇳China
0.02%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
36.74%0%99.91%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
24.55%0%99.91%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
10.72%0%99.91%2/1/2025
Coca-ColaCoca-Cola (KO)
9.58%0%99.91%2/1/2025
Realty IncomeRealty Income (O)
4.23%0%53.83%2/1/2025
AT&TAT&T (T)
3.49%0%49.18%1/27/2025
AbbVieAbbVie (ABBV)
2.9%0%70.53%3/14/2024
IBMIBM (IBM)
1.67%0%54.11%9/14/2023
BPBP (BP.US)
1.07%0%33.03%2/1/2025
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
1.01%0%29.38%2/1/2025
Kraft HeinzKraft Heinz (KHC)
0.53%0%21.99%2/1/2025
ExxonMobilExxonMobil (XOM)
0.36%0%12.96%4/12/2024
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
0.36%0%12.96%2/1/2025
TeslaTesla (TSLA)
0.31%0%11.86%8/23/2024
Crown CastleCrown Castle (CCI)
0.27%0%8.03%12/12/2023
VolkswagenVolkswagen (VOW3.DE)
0.16%0%8.12%1/27/2025
3M3M (MMM)
0.12%0%7.85%12/28/2023
PrologisPrologis (PLD)
0.03%0%1.92%12/12/2023
AlibabaAlibaba (BABA)
0.02%0%1.46%12/28/2023
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
0.01%0%0.46%2/1/2025
0x0x (ZRX)
0.01%0%29.29%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		22.49%27.94%
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		12.13%15.32%
      Invesco QQQInvesco QQQ (QQQ)
      		11.6%12.56%
      Realty IncomeRealty Income (O)
      		14.14%10.72%
      Coca-ColaCoca-Cola (KO)
      		11.68%10.03%
      BPBP (BP.US)
      		7.67%5.71%
      Kraft HeinzKraft Heinz (KHC)
      		5.78%4.34%
      AT&TAT&T (T)
      		3.37%4.16%
      Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
      		4.61%3.79%
      iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
      		3.05%2.73%
      VolkswagenVolkswagen (VOW3.DE)
      		2.64%2.14%
      0x0x (ZRX)
      		0.09%0.04%

      Cash Exposure Over Time

      Cash Exposure % Over Time