ddvaz2097 avatar

ddvaz2097
🇵🇹 Multi-Strategy Financial Services and ETF Investor.
733 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
October 2, 2024
Lowest Cash
January 19, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
14 instruments
April 9, 2025
Least Diversified
0 instruments
February 2, 2025
Average
8.7 instruments

Most Consistent Holdings

Top 5

avatarKO
99.92%
avatarBRK.B
99.92%
avatarQQQ
99.92%
avatarVOO
99.92%
avatarABBV
65.93%

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
40.51%
ETFs
37.05%
Consumer Non Durables
10.52%
Communications
3.02%
Health Technology
2.56%

Top Countries

Top 5

🇺🇸United States
59.02%
🇬🇧United Kingdom
1.47%
🇩🇪Germany
0.13%
🇨🇳China
0.02%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
35.38%22.38%99.92%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
22.83%10.15%99.92%-
Invesco QQQInvesco QQQ (QQQ)
10.56%8.54%99.92%-
Coca-ColaCoca-Cola (KO)
9.46%6.97%99.92%-
Realty IncomeRealty Income (O)
4.87%7.84%60%-
AT&TAT&T (T)
3.02%0%42.61%1/27/2025
AbbVieAbbVie (ABBV)
2.56%0.79%65.93%-
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
1.5%11%24.51%-
BPBP (BP.US)
1.47%3.91%41.98%-
IBMIBM (IBM)
1.45%0%46.88%9/14/2023
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
1.26%2.37%38.81%-
Kraft HeinzKraft Heinz (KHC)
1.06%4.25%32.41%-
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSPX.L)
0.9%8.39%13.75%-
ExxonMobilExxonMobil (XOM)
0.35%0.75%16.05%-
TeslaTesla (TSLA)
0.27%0%10.28%8/23/2024
Crown CastleCrown Castle (CCI)
0.23%0%6.96%12/12/2023
VolkswagenVolkswagen (VOW3.DE)
0.13%0%7.04%1/27/2025
AlphabetAlphabet (GOOG)
0.12%0%4.27%5/21/2025
AmazonAmazon (AMZN)
0.11%0%3.56%5/12/2025
3M3M (MMM)
0.1%0%6.8%12/28/2023
PrologisPrologis (PLD)
0.03%0%1.66%12/12/2023
AlibabaAlibaba (BABA)
0.02%0%1.26%12/28/2023
0x0x (ZRX)
0.01%0.01%38.74%-
AppleApple (AAPL)
0.01%0%2.69%5/12/2025

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 & Instruments Over Time

Cash Exposure %

Number of Instruments