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dividendLowRisk
🇪🇸 Income Entertainment, Media Services, and Consumable Goods Investor.
7 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
February 2, 2022
Lowest Cash
October 5, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
29 instruments
April 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
23.6 instruments

Most Consistent Holdings

Top 5

avatarCAT
99.92%
avatarINTC
99.92%
avatarKO
99.92%
avatarMCD
99.92%
avatarMMM
99.92%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 5, 2022
Lowest Exposure
February 2, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Services
25.57%
Consumer Non Durables
24.78%
Commercial Services
10.35%
Producer Manufacturing
9.69%
Communications
6.45%

Top Countries

Top 5

🇺🇸United States
71.03%
🇪🇸Spain
10.7%
🇬🇧United Kingdom
9.36%
🇫🇷France
2.71%
🇨🇦Canada
1.23%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
McDonald'sMcDonald's (MCD)
24.58%16.84%99.92%-
UnileverUnilever (ULVR.L)
9.36%7.98%99.92%-
AltriaAltria (MO)
9.2%9.18%99.92%-
GEOGEO (GEO)
7.32%9.13%96.72%-
3M3M (MMM)
6.44%10.44%99.92%-
AT&TAT&T (T)
5.16%5.44%99.92%-
ViscofanViscofan (VIS.MC)
4.37%3.23%99.92%-
Coca-ColaCoca-Cola (KO)
4.03%3.86%99.92%-
L3HarrisL3Harris (LHX)
3.33%3.06%96.72%-
AvalonBayAvalonBay (AVB)
3.13%2.16%99.85%-
LogistaLogista (LOG.MC)
2.75%2.52%99.92%-
CaterpillarCaterpillar (CAT)
2.72%2.94%99.92%-
TeleperformanceTeleperformance (TEP.PA)
2.71%6.07%51.26%-
EnagasEnagas (ENG.MC)
1.76%1.84%99.85%-
IntelIntel (INTC)
1.36%1.07%99.92%-
TelefonicaTelefonica (TEF)
1.29%0%69.49%7/31/2024
EnbridgeEnbridge (ENB)
1.23%1.2%99.92%-
HenganHengan (1044.HK)
0.94%0.57%96.49%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.82%0.65%92.22%-
IBMIBM (IBM)
0.75%0%69.87%8/5/2024
HormelHormel (HRL)
0.7%0.83%79.79%-
VF CorpVF Corp (VFC)
0.55%1.18%38.9%-
StellantisStellantis (STLA.US)
0.54%0.51%48.74%-
SPDR GoldSPDR Gold (GLD)
0.53%0%60.34%4/1/2024
GestampGestamp (GEST.MC)
0.53%0%36.16%6/13/2025
TransUnionTransUnion (TRU)
0.32%0%28.22%11/6/2024
SolventumSolventum (SOLV)
0.3%0.74%39.51%-
Liberty MediaLiberty Media (LSXMA)
0.17%0%21.66%9/11/2024
China Everbright EnvironmentChina Everbright Environment (00257.HK)
0.14%0.15%86.96%-
AbbVieAbbVie (ABBV)
0.13%0.25%51.49%-
TJXTJX (TJX)
0.03%0%1.53%1/20/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
McDonald'sMcDonald's (MCD)
18.1%20.01%
GEOGEO (GEO)
3.68%12.99%
3M3M (MMM)
11.29%9.32%
UnileverUnilever (ULVR.L)
8.28%8%
AltriaAltria (MO)
7.62%7.74%
AT&TAT&T (T)
6.95%4.5%
Coca-ColaCoca-Cola (KO)
3.78%3.77%
ViscofanViscofan (VIS.MC)
4%3.46%
TeleperformanceTeleperformance (TEP.PA)
4.73%3.43%
CaterpillarCaterpillar (CAT)
1.48%2.72%
AvalonBayAvalonBay (AVB)
2.31%2.65%
LogistaLogista (LOG.MC)
1.97%2.62%
L3HarrisL3Harris (LHX)
3.19%2.53%
EnagasEnagas (ENG.MC)
2.83%1.83%
VF CorpVF Corp (VFC)
1.43%1.81%
GestampGestamp (GEST.MC)
1.99%1.33%
EnbridgeEnbridge (ENB)
1.08%1.14%
HormelHormel (HRL)
1.68%1.11%
IntelIntel (INTC)
2.26%0.94%
StellantisStellantis (STLA.US)
1.6%0.78%
SolventumSolventum (SOLV)
0%0.72%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
1.68%0.63%
HenganHengan (1044.HK)
1.22%0.56%
AbbVieAbbVie (ABBV)
0.23%0.23%
China Everbright EnvironmentChina Everbright Environment (00257.HK)
0.21%0.15%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments