edu-inversor avatar

edu-inversor
🇪🇸 Multi-Strategy Indices Investor.
9 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
September 26, 2023
Lowest Cash
December 1, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
95 instruments
December 8, 2023
Least Diversified
0 instruments
September 26, 2023
Average
23.9 instruments

Most Consistent Holdings

Top 5

avatarNKE
99.3%
avatarNESN.ZU
98.77%
avatarPEP
83.8%
avatarJNJ
58.27%
avatarRMS.PA
47.54%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 1, 2023
Lowest Exposure
September 26, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Non Durables
20.44%
ETFs
17.87%
Cryptocurrencies
8.19%
Electronic Technology
4.45%
Finance
4.4%

Top Countries

Top 5

🇺🇸United States
28.7%
🇨🇭Switzerland
4.57%
🇫🇷France
2.75%
🇬🇧United Kingdom
2.03%
🇨🇦Canada
1.33%

Number of Instruments

Holdings over time

(Since September 26, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
XRPXRP (XRP)
7.98%0%39.96%12/18/2024
NestleNestle (NESN.ZU)
4.04%1.7%98.77%-
NikeNike (NKE)
3.99%2.43%99.3%-
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
2.9%0%13.2%7/17/2024
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
2.83%0%18.66%5/16/2024
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
2.68%0%31.34%6/7/2024
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
2.21%0%39.08%5/16/2024
PepsiCoPepsiCo (PEP)
2.14%2.85%83.8%-
MastercardMastercard (MA)
2.02%0%38.03%12/26/2024
AppleApple (AAPL)
1.91%0%38.2%6/12/2024
VisaVisa (V)
1.79%0%47.18%9/20/2024
HermesHermes (RMS.PA)
1.29%0%47.54%2/14/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.24%0%58.27%2/20/2025
Procter & GambleProcter & Gamble (PG)
1.22%0%35.92%3/3/2025
BarrickBarrick (GOLD.BARRICK)
1.2%0%27.29%4/11/2025
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
1.17%0%10.39%1/3/2025
ColgateColgate (CL)
1.12%0%33.45%4/3/2025
SPDR GoldSPDR Gold (GLD)
0.95%0%16.73%2/13/2025
Consumer Discret Select Sector SPDRConsumer Discret Select Sector SPDR (XLY)
0.95%0%31.16%6/7/2024
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
0.88%0%24.12%6/17/2024
AristaArista (ANET)
0.88%5.76%30.11%-
Coca-ColaCoca-Cola (KO)
0.86%0%44.37%2/13/2025
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
0.79%0%38.2%5/16/2024
LVMHLVMH (MC.PA)
0.78%1.84%40.49%-
AdidasAdidas (ADS.DE)
0.74%0%25.18%3/13/2024
Under ArmourUnder Armour (UAA)
0.71%0%45.77%6/17/2024
SPDR S&P Biotech ETFSPDR S&P Biotech ETF (XBI)
0.6%0%29.58%6/17/2024
Lockheed MartinLockheed Martin (LMT)
0.57%2.89%15.49%-
Domino'sDomino's (DPZ)
0.57%2.92%13.73%-
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
0.55%0%2.11%12/19/2023
AlphabetAlphabet (GOOGL)
0.48%0%5.46%6/17/2024
American WaterAmerican Water (AWK)
0.48%0%16.73%9/20/2024
AirbnbAirbnb (ABNB)
0.47%0%35.04%6/17/2024
UnitedHealthUnitedHealth (UNH)
0.46%0%14.26%1/15/2025
AlphabetAlphabet (GOOG)
0.45%5.12%13.91%-
Northrop GrummanNorthrop Grumman (NOC)
0.42%0%8.63%9/20/2024
PSEGPSEG (PEG)
0.41%0%8.63%9/20/2024
McDonald'sMcDonald's (MCD)
0.4%0%11.27%3/7/2025
Games WorkshopGames Workshop (GAW.L)
0.37%6.01%11.62%-
iShares Global Consumer Staples ETFiShares Global Consumer Staples ETF (KXI)
0.37%0%7.92%6/17/2024
DiageoDiageo (DGE.L)
0.37%0%36.97%5/17/2024
L'OréalL'Oréal (OR.PA)
0.35%0%22.36%3/7/2025
AbbVieAbbVie (ABBV)
0.35%0%8.63%9/20/2024
EUR/USDEUR/USD (EURUSD)
0.34%0%1.94%12/27/2023
Southern CoSouthern Co (SO)
0.34%0%8.63%9/20/2024
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
0.33%0%8.45%3/19/2024
DeereDeere (DE)
0.33%0%19.37%2/21/2025
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.33%0%4.58%4/7/2025
ReckittReckitt (RKT.L)
0.33%0%36.97%5/17/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.32%0%14.96%3/3/2025
VolkswagenVolkswagen (VOW3.DE)
0.31%0%28.35%5/17/2024
BATBAT (BATS.L)
0.31%0%29.93%5/17/2024
iShares US Aerospace & Defense ETFiShares US Aerospace & Defense ETF (ITA)
0.31%0%20.77%6/7/2024
AmazonAmazon (AMZN)
0.29%5.47%5.99%-
Vanguard Communication Services ETFVanguard Communication Services ETF (VOX)
0.27%0%3.52%1/25/2024
CTT Correios de Portugal SACTT Correios de Portugal SA (CTT.LS)
0.27%5.72%5.81%-
NovavaxNovavax (NVAX)
0.27%0%31.34%5/10/2024
Gilead SciencesGilead Sciences (GILD)
0.26%0%5.46%3/3/2025
AlkermesAlkermes (ALKS)
0.26%2.37%8.27%-
MondelezMondelez (MDLZ)
0.26%0%18.13%2/5/2025
RocheRoche (ROG.ZU)
0.25%2.38%10.39%-
ASMLASML (ASML.NV)
0.24%0%12.68%12/27/2024
US Dollar Index (Non Expiry)US Dollar Index (Non Expiry) (USDOLLAR)
0.24%0%4.05%1/26/2024
UnileverUnilever (ULVR.L)
0.23%0%31.34%5/17/2024
RepsolRepsol (REP.MC)
0.23%0%13.38%12/20/2023
BurberryBurberry (BRBY.L)
0.22%0%38.73%7/18/2024
Levi'sLevi's (LEVI)
0.22%0%11.09%12/20/2023
ParamountParamount (PARA)
0.21%0%14.79%12/20/2023
AlibabaAlibaba (9988.HK)
0.21%2.3%7.75%-
LogistaLogista (LOG.MC)
0.19%6.13%5.63%-
Monster BeverageMonster Beverage (MNST)
0.19%0%22.36%8/8/2024
CaterpillarCaterpillar (CAT)
0.19%0%8.8%2/21/2025
MedtronicMedtronic (MDT.US)
0.19%0%6.16%3/3/2025
IndraIndra (IDR.MC)
0.19%0%7.39%11/16/2023
MicrosoftMicrosoft (MSFT)
0.18%0%3.17%12/26/2024
VidralaVidrala (VID.MC)
0.18%5.77%5.63%-
QualcommQualcomm (QCOM)
0.18%0%18.31%5/2/2024
FerrariFerrari (RACE)
0.17%0%15.32%2/5/2025
Vanguard Long-Term Bond ETFVanguard Long-Term Bond ETF (BLV)
0.17%0%14.79%12/20/2023
AenaAena (AENA.MC)
0.17%2.98%5.63%-
dudu (DU.AE)
0.17%2.94%5.63%-
EcolabEcolab (ECL)
0.16%0%7.22%3/3/2025
BYDBYD (01211.HK)
0.16%2.67%5.63%-
MicroStrategyMicroStrategy (MSTR)
0.15%1.36%6.16%-
EAEA (EA)
0.15%0%4.58%1/27/2025
HersheyHershey (HSY)
0.14%0%25%3/21/2024
DanoneDanone (BN.PA)
0.14%6.05%19.19%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.14%0%14.79%12/20/2023
Abrdn Palladium ETF TrustAbrdn Palladium ETF Trust (PALL)
0.13%0.37%30.46%-
Kraft HeinzKraft Heinz (KHC)
0.13%0%19.89%3/21/2024
iShares Global Water UCITS ETF USDiShares Global Water UCITS ETF USD (IQQQ.DE)
0.13%0%14.08%5/17/2024
ZoetisZoetis (ZTS)
0.13%0%4.23%2/20/2025
XiaomiXiaomi (1810.HK)
0.13%0%4.4%3/31/2025
BlackRockBlackRock (BLK)
0.13%0%5.28%6/17/2024
TeslaTesla (TSLA)
0.13%0%4.4%3/31/2025
Palo Alto NetworksPalo Alto Networks (PANW)
0.12%0%15.14%1/27/2025
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.12%0%2.46%7/5/2024
Silver (Non Expiry)Silver (Non Expiry) (SILVER)
0.11%0%2.46%7/5/2024
SuiSui (SUI)
0.11%0%1.94%1/4/2025
Waste ConnectionsWaste Connections (WCN)
0.11%0%5.63%2/11/2025
LindeLinde (LIN)
0.1%0%3.17%2/11/2025
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
0.1%0%5.11%12/19/2023
BitcoinBitcoin (BTC)
0.1%0%1.06%11/12/2024
Vanguard Small-Cap Growth ETFVanguard Small-Cap Growth ETF (VBK)
0.1%0%5.11%12/19/2023
Philip MorrisPhilip Morris (PM)
0.09%0%2.82%2/12/2025
Invesco Physical Gold ETCInvesco Physical Gold ETC (8PSG.DE)
0.09%0%2.82%2/13/2025
YumYum (YUM)
0.09%2.89%5.11%-
DisneyDisney (DIS)
0.08%0%10.74%12/20/2023
EquinixEquinix (EQIX)
0.08%0%6.51%12/4/2024
Pernod RicardPernod Ricard (RI.PA)
0.08%0%21.3%5/17/2024
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.08%0%10.92%12/20/2023
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.08%0%10.92%12/20/2023
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.08%0%10.92%12/20/2023
KellanovaKellanova (K)
0.08%0%22.54%3/21/2024
ColoplastColoplast (COLO-B.CO)
0.08%0%2.46%2/11/2025
AltriaAltria (MO)
0.07%0%1.23%3/3/2025
NovartisNovartis (NVS)
0.07%0%3.7%2/21/2025
DiorDior (CDI.PA)
0.07%0%5.99%1/26/2024
FortinetFortinet (FTNT)
0.06%0%0.53%11/11/2024
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
0.06%0%5.11%12/19/2023
Texas InstrumentsTexas Instruments (TXN)
0.06%0%0.53%11/11/2024
Rolls-RoyceRolls-Royce (RR.L)
0.06%0%2.11%3/31/2025
CHF/JPYCHF/JPY (CHFJPY)
0.06%0%0.18%12/5/2023
AB InBevAB InBev (ABI.BR)
0.06%0%18.31%3/21/2024
LindtLindt (LISP.ZU)
0.05%0%18.31%3/21/2024
WalmartWalmart (WMT)
0.05%0%3.87%4/9/2025
Oil (Non Expiry)Oil (Non Expiry) (OIL)
0.05%0%1.23%3/7/2025
SalesforceSalesforce (CRM)
0.05%0%2.29%12/4/2024
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.05%0%5.28%12/20/2023
SchindlerSchindler (SCHP.ZU)
0.05%0%10.74%12/20/2023
USD/CADUSD/CAD (USDCAD)
0.04%0%0.18%12/7/2023
GeberitGeberit (GEBN.ZU)
0.04%0%6.51%12/20/2023
Check PointCheck Point (CHKP)
0.04%0%4.4%1/27/2025
GivaudanGivaudan (GIVN.ZU)
0.04%0%6.51%12/20/2023
MerckMerck (MRK)
0.04%0%1.23%3/3/2025
BookingBooking (BKNG)
0.04%0%6.16%12/20/2023
UberUber (UBER)
0.04%6.13%0.88%-
Pampa EnergiaPampa Energia (PAM)
0.04%0%5.11%12/20/2023
CVS HealthCVS Health (CVS)
0.04%0%3.87%12/20/2023
HeinekenHeineken (HEIA.NV)
0.04%0%3.87%12/20/2023
Ralph LaurenRalph Lauren (RL)
0.03%0%1.06%12/26/2024
PfizerPfizer (PFE)
0.03%0%17.96%2/23/2024
Kuehne + NagelKuehne + Nagel (KNIN.ZU)
0.03%0%6.51%12/20/2023
Take-TwoTake-Two (TTWO)
0.03%2.93%0.88%-
AdobeAdobe (ADBE)
0.03%2.87%0.88%-
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.02%0%1.23%1/25/2024
iShares Core International Aggregate Bond ETFiShares Core International Aggregate Bond ETF (IAGG)
0.02%0%16.73%2/23/2024
KeringKering (KER.PA)
0.02%0%3.87%12/20/2023
F5F5 (FFIV)
0.02%0%3.87%12/20/2023
Booz AllenBooz Allen (BAH)
0.02%0%3.87%12/20/2023
Digital RealtyDigital Realty (DLR)
0.02%0%3.87%12/20/2023
XylemXylem (XYL)
0.02%0%5.28%12/20/2023
ShopifyShopify (SHOP)
0.02%2.93%0.7%-
MercadoLibreMercadoLibre (MELI)
0.02%2.94%0.7%-
Crude Oil (May 25 Future)Crude Oil (May 25 Future) (CL.MAY25)
0.02%0%0.35%4/16/2025
QualysQualys (QLYS)
0.02%0%2.99%12/15/2023
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.02%0%2.11%1/15/2025
Severn TrentSevern Trent (SVT.L)
0.02%0%5.11%12/20/2023
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
0.02%0%1.06%1/24/2024
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.02%0%1.06%1/24/2024
VerisignVerisign (VRSN)
0.02%0%0.53%1/27/2025
HKG50 Index (Non Expiry)HKG50 Index (Non Expiry) (HKG50)
0.02%0%0.7%5/17/2024
CoinbaseCoinbase (COIN)
0.02%0%0.53%1/27/2025
MichelinMichelin (ML.PA)
0.01%0%2.29%12/20/2023
Waste ManagementWaste Management (WM)
0.01%0%2.82%4/3/2025
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
0.01%0%2.46%5/16/2024
Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
0.01%0%5.28%12/20/2023
Vanguard Short-Term CorporateVanguard Short-Term Corporate (VCSH)
0.01%0%2.46%5/16/2024
McKessonMcKesson (MCK)
0.01%0%0.35%4/3/2025
Constellation BrandsConstellation Brands (STZ)
0.01%0%2.46%12/20/2023
RightmoveRightmove (RMV.L)
0.01%0%2.29%12/20/2023
National GridNational Grid (NG.L)
0.01%0%2.29%12/20/2023
BroadridgeBroadridge (BR)
0.01%0%0.35%4/3/2025
Republic ServicesRepublic Services (RSG)
0.01%0%0.35%4/3/2025
AtmosAtmos (ATO)
0.01%0%0.35%4/3/2025
Cardinal HealthCardinal Health (CAH)
0.01%0%0.35%4/3/2025
VeriskVerisk (VRSK)
0.01%0%0.35%4/3/2025
T-MobileT-Mobile (TMUS)
0.01%0%0.35%4/3/2025
RoperRoper (ROP)
0.01%0%0.35%4/3/2025
CencoraCencora (COR)
0.01%0%0.35%4/3/2025
Brown & BrownBrown & Brown (BRO)
0.01%0%0.35%4/3/2025
Quest DiagnosticsQuest Diagnostics (DGX)
0.01%0%0.35%4/3/2025
Willis Towers WatsonWillis Towers Watson (WTW)
0.01%0%0.35%4/3/2025
NisourceNisource (NI)
0.01%0%0.35%4/3/2025
PaychexPaychex (PAYX)
0.01%0%0.35%4/3/2025
Natural Gas (Non Expiry)Natural Gas (Non Expiry) (NATGAS)
0.01%0%0.35%1/24/2024
SchrodingerSchrodinger (SDGR)
0.01%0%2.46%12/20/2023
ON SemiconductorON Semiconductor (ON)
0%0%2.29%12/20/2023
CostcoCostco (COST)
0%0%2.46%12/20/2023
StarbucksStarbucks (SBUX)
0%0%2.46%12/20/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SuiSui (SUI)
6.19%5.48%
NestleNestle (NESN.ZU)
3.59%3.1%
PepsiCoPepsiCo (PEP)
1.86%1.61%
NikeNike (NKE)
0.99%0.71%
BarrickBarrick (GOLD.BARRICK)
0.74%0.59%
Abrdn Palladium ETF TrustAbrdn Palladium ETF Trust (PALL)
0.49%0.38%

Cash Exposure Over Time

Cash Exposure % Over Time