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investoby
🇪🇸 Income Financial Services Investor.
5 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
July 5, 2023
Lowest Cash
February 2, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
54 instruments
August 2, 2025
Least Diversified
0 instruments
February 2, 2025
Average
36.9 instruments

Most Consistent Holdings

Top 5

avatarENB
99.88%
avatarMAIN
99.88%
avatarARCC
99.88%
avatarABR
99.88%
avatarBNS
99.77%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 2, 2024
Lowest Exposure
July 5, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
35.4%
Industrial Services
11.95%
Health Technology
9.97%
ETFs
9.91%
Consumer Non Durables
8.7%

Top Countries

Top 5

🇺🇸United States
65.08%
🇨🇦Canada
8.94%
🇬🇧United Kingdom
4.4%
🇫🇷France
2.96%
🇧🇲Bermuda
1.64%

Holdings over time

(Since June 8, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
7.85%5.91%96.63%-
VICI PropertiesVICI Properties (VICI)
4.97%3.02%98.84%-
PfizerPfizer (PFE)
4.49%4.44%76.51%-
British American TobaccoBritish American Tobacco (BTI)
4.4%0%90.93%8/18/2025
Realty IncomeRealty Income (O)
4.1%3.42%98.84%-
Lincoln NationalLincoln National (LNC)
3.89%0%88.6%8/18/2025
Arbor RealtyArbor Realty (ABR)
3.87%1.57%99.88%-
Ares CapitalAres Capital (ARCC)
3.48%2.06%99.88%-
EnbridgeEnbridge (ENB)
3.3%1.11%99.88%-
ScotiabankScotiabank (BNS)
3.01%1.19%99.77%-
LVMHLVMH (MC.PA)
2.96%5.6%96.63%-
Devon EnergyDevon Energy (DVN)
2.62%0.72%96.63%-
PNCPNC (PNC)
2.36%0%87.79%8/18/2025
Main Street CapitalMain Street Capital (MAIN)
2.24%0.81%99.88%-
Energy TransferEnergy Transfer (ET)
2.23%2.82%92.67%-
TruistTruist (TFC)
2.21%0%87.79%8/18/2025
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
2.06%1.49%96.63%-
SuncorSuncor (SU)
1.96%0.54%95.23%-
Rexford IndustrialRexford Industrial (REXR)
1.81%4.47%47.79%-
Enterprise ProductsEnterprise Products (EPD)
1.8%1.3%93.49%-
MPLXMPLX (MPLX)
1.73%2.41%48.26%-
ONEOKONEOK (OKE)
1.72%0.42%93.37%-
Johnson & JohnsonJohnson & Johnson (JNJ)
1.7%1.27%96.63%-
FS KKRFS KKR (FSK)
1.64%0%40.81%8/18/2025
Brookfield InfrastructureBrookfield Infrastructure (BIP)
1.64%5.04%41.05%-
FMCFMC (FMC)
1.62%0.5%76.51%-
L3HarrisL3Harris (LHX)
1.56%0%84.42%8/18/2025
ChevronChevron (CVX)
1.43%2.14%44.53%-
Aker BPAker BP (AKRBP.OL)
1.37%3.9%37.44%-
CVS HealthCVS Health (CVS)
1.2%0%40.23%6/21/2024
AbbVieAbbVie (ABBV)
1.19%0.77%92.91%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
1.18%1.04%54.19%-
Western MidstreamWestern Midstream (WES)
1.18%4.24%37.44%-
MedtronicMedtronic (MDT.US)
1.17%0%69.07%8/18/2025
Bank of AmericaBank of America (BAC)
1.17%0%90.93%8/18/2025
Procter & GambleProcter & Gamble (PG)
0.88%0%89.19%8/18/2025
Mercedes-BenzMercedes-Benz (MBG.DE)
0.83%1.98%33.84%-
LemonadeLemonade (LMND)
0.81%4.87%16.4%-
ZIMZIM (ZIM)
0.78%0.45%76.51%-
AlexandriaAlexandria (ARE)
0.73%2.8%51.16%-
TELUSTELUS (TU)
0.67%2.43%23.6%-
AmazonAmazon (AMZN)
0.64%0.79%50.93%-
EnelEnel (ENEL.MI)
0.55%1.75%30.23%-
Texas InstrumentsTexas Instruments (TXN)
0.51%0%71.86%8/18/2025
Icahn EnterprisesIcahn Enterprises (IEP)
0.5%0%3.6%7/17/2023
Starwood Property TrustStarwood Property Trust (STWD)
0.47%1%33.84%-
AltriaAltria (MO)
0.46%1.26%30.23%-
MaerskMaersk (MAERSKB.CO)
0.44%0.91%76.51%-
NVIDIANVIDIA (NVDA)
0.44%0.69%50.93%-
Hims & HersHims & Hers (HIMS)
0.39%3.17%16.4%-
AlphabetAlphabet (GOOG)
0.38%0.64%50.93%-
AppleApple (AAPL)
0.38%0.51%50.93%-
MicrosoftMicrosoft (MSFT)
0.37%0.51%50.93%-
CTOCTO (CTO)
0.28%4%9.42%-
Capital SouthwestCapital Southwest (CSWC)
0.24%2.12%13.02%-
Novo-NordiskNovo-Nordisk (NVO)
0.24%3.9%7.33%-
MetaMeta (META)
0.21%0.29%50.93%-
MPCMPC (MPCC.OL)
0.08%1.77%5.7%-
Nebius Group NVNebius Group NV (NBIS)
0.02%0.8%2.33%-
SvitzerSvitzer (SVITZR.CO)
0%0%3.84%6/3/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
British American TobaccoBritish American Tobacco (BTI)
6.6%6.76%
PfizerPfizer (PFE)
6.16%5.6%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
4.4%4.79%
MPLXMPLX (MPLX)
4.62%4.75%
Ares CapitalAres Capital (ARCC)
4.62%4.72%
VICI PropertiesVICI Properties (VICI)
4.84%4.54%
FS KKRFS KKR (FSK)
4.18%4.23%
ChevronChevron (CVX)
4.4%4.11%
Realty IncomeRealty Income (O)
4.4%4.1%
LVMHLVMH (MC.PA)
4.4%3.83%
Brookfield InfrastructureBrookfield Infrastructure (BIP)
4.18%3.59%
Rexford IndustrialRexford Industrial (REXR)
4.39%3.17%
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
2.2%2.75%
Lincoln NationalLincoln National (LNC)
2.2%2.67%
Aker BPAker BP (AKRBP.OL)
2.73%2.54%
Energy TransferEnergy Transfer (ET)
1.76%2.24%
Arbor RealtyArbor Realty (ABR)
2.2%2.11%
ScotiabankScotiabank (BNS)
1.76%2.05%
EnbridgeEnbridge (ENB)
1.76%2.04%
Johnson & JohnsonJohnson & Johnson (JNJ)
2.2%1.94%
PNCPNC (PNC)
1.32%1.84%
Main Street CapitalMain Street Capital (MAIN)
1.32%1.69%
FMCFMC (FMC)
2.2%1.68%
AmazonAmazon (AMZN)
1.32%1.65%
TruistTruist (TFC)
1.32%1.62%
Devon EnergyDevon Energy (DVN)
2.24%1.52%
ONEOKONEOK (OKE)
0.88%1.26%
Schwab U.S. Large-Cap Growth ETFSchwab U.S. Large-Cap Growth ETF (SCHG)
0.88%1.24%
AbbVieAbbVie (ABBV)
1.32%1.21%
MedtronicMedtronic (MDT.US)
1.32%1.19%
AlexandriaAlexandria (ARE)
1.32%1.07%
NVIDIANVIDIA (NVDA)
0.88%1.04%
SuncorSuncor (SU)
0.88%1.03%
AppleApple (AAPL)
0.88%1%
Enterprise ProductsEnterprise Products (EPD)
0.88%0.98%
Western MidstreamWestern Midstream (WES)
1.1%0.97%
AlphabetAlphabet (GOOG)
0.88%0.97%
L3HarrisL3Harris (LHX)
0.88%0.95%
ZIMZIM (ZIM)
0.44%0.9%
MicrosoftMicrosoft (MSFT)
0.88%0.86%
Bank of AmericaBank of America (BAC)
0.44%0.63%
Texas InstrumentsTexas Instruments (TXN)
0.44%0.5%
MetaMeta (META)
0.44%0.48%
Procter & GambleProcter & Gamble (PG)
0.44%0.46%
MaerskMaersk (MAERSKB.CO)
0.44%0.41%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments