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fyanezn
🇵🇪 Value Retail, ETF, and Other Investor.
427 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 8, 2022
Lowest Cash
February 23, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
June 2, 2023
Least Diversified
8 instruments
May 29, 2025
Average
14.8 instruments

Most Consistent Holdings

Top 5

avatarAMZN
100%
avatarSCHD
95.77%
avatarTMUS
81.01%
avatarVGT
54.35%
avatarMELI
53.23%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 23, 2022
Lowest Exposure
January 8, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
58.76%
Retail Trade
14.41%
Communications
6.39%
Finance
5.72%
Electronic Technology
3.89%

Top Countries

Top 5

🇺🇸United States
32.44%
🇨🇳China
2.75%
🇩🇪Germany
2.28%
🇺🇾Uruguay
2.24%
🇬🇧United Kingdom
0.48%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
18.34%18.53%95.77%-
Vanguard Information TechnologyVanguard Information Technology (VGT)
13.75%22.98%54.35%-
AmazonAmazon (AMZN)
7.73%11.06%100%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
6.12%0%45.65%8/22/2023
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
5.41%0%44.77%8/22/2023
Berkshire HathawayBerkshire Hathaway (BRK.B)
4.26%0%42.06%7/11/2023
T-MobileT-Mobile (TMUS)
4.11%4.73%81.01%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
3.91%0%45.65%8/22/2023
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
3.79%0%45.65%8/22/2023
Invesco QQQInvesco QQQ (QQQ)
3.04%0%45.65%8/22/2023
NVIDIANVIDIA (NVDA)
2.81%7.61%42.54%-
AlibabaAlibaba (BABA)
2.75%0%45.01%10/16/2024
Deutsche TelekomDeutsche Telekom (DTE.DE)
2.28%0%43.18%12/11/2024
MercadoLibreMercadoLibre (MELI)
2.24%7.34%53.23%-
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
1.75%6.9%22.59%-
WalmartWalmart (WMT)
1.6%2.72%49.72%-
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
1.38%10.02%32.16%-
MetaMeta (META)
1.18%0%38.87%12/9/2024
ChevronChevron (CVX)
0.9%0%12.21%6/21/2024
MicronMicron (MU)
0.87%0%27.13%1/30/2023
MicrosoftMicrosoft (MSFT)
0.86%0%37.83%12/9/2024
SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
0.74%4.05%16.76%-
SchlumbergerSchlumberger (SLB)
0.69%1.52%38.87%-
DisneyDisney (DIS)
0.67%0%29.53%2/26/2024
IBMIBM (IBM)
0.59%0%15.08%11/25/2022
UberUber (UBER)
0.57%2.08%15.96%-
ShellShell (SHEL.L)
0.48%0%10.22%5/13/2022
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.48%0%22.35%7/12/2023
GoodyearGoodyear (GT)
0.48%0%14.92%9/18/2022
PfizerPfizer (PFE)
0.47%0%18.83%7/22/2024
Realty IncomeRealty Income (O)
0.43%0%9.66%5/2/2022
UnitedHealthUnitedHealth (UNH)
0.36%0%18.68%10/11/2023
GE HealthCareGE HealthCare (GEHC)
0.36%0%22.43%1/8/2024
IACIAC (IAC)
0.34%0%13.41%8/4/2023
FedExFedEx (FDX)
0.32%0%8.22%6/14/2022
SynopsysSynopsys (SNPS)
0.31%0%17.16%8/12/2024
CredicorpCredicorp (BAP)
0.27%0%19.15%8/4/2023
RivianRivian (RIVN)
0.26%0%12.45%7/7/2023
BNP ParibasBNP Paribas (BNP.PA)
0.26%0%11.25%6/24/2024
Rexford IndustrialRexford Industrial (REXR)
0.24%0%5.67%8/23/2023
GeneracGenerac (GNRC)
0.24%0%3.75%2/15/2023
DeltaDelta (DAL)
0.22%0%11.01%7/3/2023
Coca-ColaCoca-Cola (KO)
0.22%0%10.22%5/9/2022
AlphabetAlphabet (GOOGL)
0.21%0%9.34%6/12/2023
AlphabetAlphabet (GOOG)
0.2%0%9.34%6/12/2023
CorebridgeCorebridge (CRBG)
0.18%0%8.46%8/17/2023
SylvamoSylvamo (SLVM)
0.15%0%3.11%9/5/2023
SemtechSemtech (SMTC)
0.15%0%9.02%6/24/2024
MattelMattel (MAT)
0.14%0%7.9%8/17/2023
DeereDeere (DE)
0.11%0%4.31%7/25/2023
Lithia MotorsLithia Motors (LAD)
0.09%0%1.84%5/25/2022
TSMCTSMC (TSM)
0.07%0%3.03%6/12/2023
U-HaulU-Haul (UHAL)
0.06%0%3.75%11/10/2022
EthereumEthereum (ETH)
0.06%0%11.09%5/20/2022
BitcoinBitcoin (BTC)
0.06%0%11.09%5/20/2022
SolanaSolana (SOL)
0.04%0%11.09%5/20/2022
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.03%0%3.03%3/1/2024
MGMMGM (MGM)
0.02%0.27%9.26%-
Vanguard Value ETFVanguard Value ETF (VTV)
0.01%0%6.3%9/18/2022
Main Street CapitalMain Street Capital (MAIN)
0.01%0%5.35%8/15/2022
VisaVisa (V)
0.01%0%5.03%12/7/2022
CardanoCardano (ADA)
0.01%0%1.36%1/17/2022
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0%0%2.55%1/30/2023
U-HaulU-Haul (UHAL.B)
0%0%0.08%11/11/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard Information TechnologyVanguard Information Technology (VGT)
20.58%25.48%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
25.22%23.25%
AmazonAmazon (AMZN)
7.53%8.85%
Utilities Select Sector SPDRUtilities Select Sector SPDR (XLU)
10.55%8.4%
NVIDIANVIDIA (NVDA)
9.08%8.23%
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
7.8%6.59%
T-MobileT-Mobile (TMUS)
4.42%5.79%
SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
5.03%4.2%
MercadoLibreMercadoLibre (MELI)
3.58%3.48%
WalmartWalmart (WMT)
2.49%3.27%
SchlumbergerSchlumberger (SLB)
3.39%2.19%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments