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erickmoraes5
🇦🇪 Crypto, Financial Services, and ETF 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
April 5, 2025
Lowest Cash
January 2, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
50 instruments
October 2, 2024
Least Diversified
0 instruments
February 2, 2025
Average
38.5 instruments

Most Consistent Holdings

Top 5

avatarT
99.92%
avatarVNQ
99.92%
avatarO
99.92%
avatarMPW
99.92%
avatarWPC
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
January 2, 2022
Lowest Exposure
April 5, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
25.07%
Finance
23.04%
Consumer Services
9.47%
Utilities
7.63%
Cryptocurrencies
6.36%

Top Countries

Top 5

🇺🇸United States
54.54%
🇨🇳China
0.79%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
DividendGrowthDividendGrowth
9.82%8.73%99.92%-
Iron MountainIron Mountain (IRM)
9.48%6.94%99.32%-
Royal CaribbeanRoyal Caribbean (RCL)
9.46%7.64%90.99%-
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
7.21%0%98.22%4/4/2025
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
6.5%0%98.22%4/4/2025
WilliamsWilliams (WMB)
5.94%0%98.22%4/4/2025
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
5.39%2.98%99.92%-
Procter & GambleProcter & Gamble (PG)
4.1%0%92.1%1/21/2025
Realty IncomeRealty Income (O)
3.63%2.76%99.92%-
Invesco QQQInvesco QQQ (QQQ)
3.24%6.86%99.58%-
WalmartWalmart (WMT)
2.9%0%98.22%4/4/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
2.73%1.69%99.58%-
Federal RealtyFederal Realty (FRT)
2.35%1.21%99.92%-
BitcoinBitcoin (BTC)
2.19%13.97%99.92%-
MicrosoftMicrosoft (MSFT)
2.06%0%51.4%4/4/2025
EthereumEthereum (ETH)
1.94%1.74%99.92%-
Medical Properties TrustMedical Properties Trust (MPW)
1.89%0.52%99.92%-
Vanguard FTSE All World High Dividend Yield UCITS ETFVanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE)
1.61%7.46%28.8%-
CardanoCardano (ADA)
1.3%7.71%99.92%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.13%0%91.5%4/4/2025
WP CareyWP Carey (WPC)
1.12%0.61%99.92%-
WarrenBuffet-CFWarrenBuffet-CF
0.95%0%91.76%1/21/2025
NextEraNextEra (NEE)
0.94%0.55%93.71%-
AppleApple (AAPL)
0.92%3.49%53.87%-
Omega HealthcareOmega Healthcare (OHI)
0.92%1.57%54.21%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.86%0%46.39%1/21/2025
Bank of AmericaBank of America (BAC)
0.84%0%51.4%4/4/2025
HealthpeakHealthpeak (DOC)
0.83%0%33.56%4/4/2025
Crown CastleCrown Castle (CCI)
0.8%1.22%54.21%-
NioNio (NIO)
0.79%0.21%93.2%-
BigTechBigTech
0.78%3.23%26.68%-
rubymzarubymza
0.78%0.73%59.81%-
Excelerate EnergyExcelerate Energy (EE)
0.75%0%83.35%1/21/2025
CarlIcahn-CFCarlIcahn-CF
0.58%0%71.96%12/27/2024
IBMIBM (IBM)
0.56%0%92.1%1/21/2025
C3.aiC3.ai (AI)
0.56%0.65%53.1%-
LitecoinLitecoin (LTC)
0.41%0.24%99.92%-
XRPXRP (XRP)
0.34%8.1%99.92%-
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.21%0%53.02%10/16/2023
NVIDIANVIDIA (NVDA)
0.2%2.5%25.49%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.15%0.11%93.2%-
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.13%0.86%17.25%-
SolanaSolana (SOL)
0.09%5.14%3.74%-
EOSEOS (EOS)
0.07%0.02%99.92%-
AT&TAT&T (T)
0.07%0.06%99.92%-
Wells FargoWells Fargo (WFC)
0.05%0%3.65%9/22/2022
SunrunSunrun (RUN)
0.04%0.11%24.13%-
PfizerPfizer (PFE)
0.02%0.07%25.32%-
PepsiCoPepsiCo (PEP)
0.01%0.04%33.14%-
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0.01%0.02%45.45%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.01%0%63.38%4/3/2025
Liberty MediaLiberty Media (LLYVK)
0%0%0%-
Liberty MediaLiberty Media (LLYVA)
0%0%0%-
Atlanta BravesAtlanta Braves (BATRK)
0%0%0%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Royal CaribbeanRoyal Caribbean (RCL)
6.67%14.74%
Iron MountainIron Mountain (IRM)
6.35%10.12%
DividendGrowthDividendGrowth
9.19%7.47%
Vanguard FTSE All World High Dividend Yield UCITS ETFVanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE)
8.6%7.03%
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
4.8%4.84%
WilliamsWilliams (WMB)
3.12%4.58%
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
4.37%4.28%
BitcoinBitcoin (BTC)
3.01%3.76%
MicrosoftMicrosoft (MSFT)
3.47%3.32%
BigTechBigTech
3.63%3.07%
Procter & GambleProcter & Gamble (PG)
3.29%2.98%
Invesco QQQInvesco QQQ (QQQ)
2.98%2.97%
WalmartWalmart (WMT)
1.94%2.83%
EthereumEthereum (ETH)
3%2.69%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
3.67%2.55%
Realty IncomeRealty Income (O)
3.38%2.12%
HealthpeakHealthpeak (DOC)
2.23%2.07%
NVIDIANVIDIA (NVDA)
2.15%1.66%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.38%1.44%
AppleApple (AAPL)
1.38%1.44%
Bank of AmericaBank of America (BAC)
1.27%1.4%
Omega HealthcareOmega Healthcare (OHI)
1.38%1.31%
Johnson & JohnsonJohnson & Johnson (JNJ)
1.99%1.31%
Federal RealtyFederal Realty (FRT)
1.63%1.19%
C3.aiC3.ai (AI)
1.38%0.91%
Crown CastleCrown Castle (CCI)
1.38%0.9%
CardanoCardano (ADA)
1.66%0.89%
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.79%0.83%
rubymzarubymza
0.81%0.64%
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.9%0.64%
Excelerate EnergyExcelerate Energy (EE)
0.72%0.62%
WarrenBuffet-CFWarrenBuffet-CF
0.62%0.61%
XRPXRP (XRP)
0.29%0.53%
NextEraNextEra (NEE)
0.69%0.49%
WP CareyWP Carey (WPC)
0.83%0.45%
IBMIBM (IBM)
0.35%0.42%
Medical Properties TrustMedical Properties Trust (MPW)
2.08%0.32%
LitecoinLitecoin (LTC)
0.57%0.24%
NioNio (NIO)
1.24%0.2%
SunrunSunrun (RUN)
0.28%0.12%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.1%0.1%
PfizerPfizer (PFE)
0.1%0.07%
AT&TAT&T (T)
0.06%0.04%
PepsiCoPepsiCo (PEP)
0.05%0.03%
EOSEOS (EOS)
0.2%0.02%
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0.02%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.01%0%
Liberty MediaLiberty Media (LLYVA)
0%0%
Atlanta BravesAtlanta Braves (BATRK)
0%0%

Cash Exposure Over Time

Cash Exposure % Over Time