evaperiscal avatar

evaperiscal
🇪🇸 Value Investor.
33 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
January 5, 2022
Lowest Cash
January 25, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
17 instruments
November 21, 2023
Least Diversified
0 instruments
February 2, 2025
Average
9.4 instruments

Most Consistent Holdings

Top 5

avatarPFE
66.5%
avatarTD
58.8%
avatarBMY
57.49%
avatarPAYC
55.77%
avatarSEDG
53.32%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 25, 2025
Lowest Exposure
January 5, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Health Technology
13.68%
Technology Services
6.22%
Finance
5.59%
Consumer Services
5.42%
Consumer Non Durables
3.24%

Top Countries

Top 5

🇺🇸United States
34.57%
🇨🇦Canada
5.75%
🇮🇱Israel
1.54%
🇨🇭Switzerland
1.47%
🇳🇱Netherlands
1.01%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
5.79%12.28%57.49%-
TDTD (TD)
5.45%14.37%58.8%-
PfizerPfizer (PFE)
4.76%8.38%66.5%-
PaycomPaycom (PAYC)
3.93%12.86%55.77%-
StarbucksStarbucks (SBUX)
3.64%10.35%37.18%-
CVS HealthCVS Health (CVS)
1.93%4.9%45.86%-
CharterCharter (CHTR)
1.78%5.1%45.86%-
EUR/USDEUR/USD (EURUSD)
1.78%0%9.5%12/7/2023
QualcommQualcomm (QCOM)
1.72%0%37.26%12/6/2023
SolarEdgeSolarEdge (SEDG)
1.54%1.83%53.32%-
EdgewellEdgewell (EPC)
1.53%0%42.34%7/7/2023
GarminGarmin (GRMN)
1.47%0%42.34%7/7/2023
NetflixNetflix (NFLX)
1.27%0%34.97%7/7/2023
Edwards LifesciencesEdwards Lifesciences (EW)
1.15%0%16.38%3/6/2024
PepsiCoPepsiCo (PEP)
1.1%9.11%10.89%-
PhilipsPhilips (PHG)
1.01%0%38.74%7/7/2023
AmazonAmazon (AMZN)
0.87%0%18.76%7/3/2023
Dollar GeneralDollar General (DG.US)
0.81%0%15.97%12/28/2023
NewmontNewmont (NEM)
0.71%0%16.46%12/22/2023
ZoetisZoetis (ZTS)
0.67%0%13.92%11/21/2023
NikeNike (NKE)
0.54%0%12.04%12/4/2023
MetaMeta (META)
0.49%0%12.69%2/2/2023
EPAMEPAM (EPAM)
0.34%0%14.74%12/7/2023
Waste ConnectionsWaste Connections (WCN)
0.3%0%8.52%3/6/2024
BitcoinBitcoin (BTC)
0.29%0%13.51%3/14/2023
EversourceEversource (ES)
0.28%0%9.01%3/6/2024
VertexVertex (VRTX)
0.23%0%5.32%3/7/2022
SPDR GoldSPDR Gold (GLD)
0.2%0%4.91%3/1/2022
TargetTarget (TGT)
0.19%0%9.09%12/7/2023
AlphabetAlphabet (GOOG)
0.18%0%3.85%4/6/2023
Quest DiagnosticsQuest Diagnostics (DGX)
0.16%0%3.6%10/24/2022
XRPXRP (XRP)
0.15%0%43.16%7/7/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.13%0%2.87%7/20/2022
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.1%0%2.21%8/12/2022
UberUber (UBER)
0.08%0%1.8%1/9/2023
MKSMKS (MKSI)
0.08%0%1.64%5/17/2022
CrocsCrocs (CROX)
0.07%0%1.64%2/2/2022
Thermo FisherThermo Fisher (TMO)
0.07%0%1.39%10/24/2022
Big LotsBig Lots (BIGGQ)
0.05%0%1.23%1/25/2022
Rio TintoRio Tinto (RIO)
0.03%0%0.74%1/19/2022
WalmartWalmart (WMT)
0.02%0%0.33%1/4/2022
AdecoagroAdecoagro (AGRO)
0%0%0.08%8/12/2022
FlareFlare (FLR)
0%0%12.29%7/5/2023
SongbirdSongbird (SGB)
0%0%4.18%2/4/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
12.87%15.13%
TDTD (TD)
10.72%11.48%
StarbucksStarbucks (SBUX)
8.58%11.11%
PaycomPaycom (PAYC)
10.73%10.47%
PfizerPfizer (PFE)
10.73%10.05%
CharterCharter (CHTR)
4.29%4.65%
CVS HealthCVS Health (CVS)
4.29%3.64%
SolarEdgeSolarEdge (SEDG)
12.87%1.44%
FlareFlare (FLR)
0%0%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments