joeldias93 avatar

joeldias93
🇨🇭 Value Software Investor.
2 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 2, 2024
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
18 instruments
July 8, 2025
Least Diversified
9 instruments
January 2, 2023
Average
10.8 instruments

Most Consistent Holdings

Top 5

avatarMETA
100%
avatarAMZN
100%
avatarWMT
100%
avatarENB
100%
avatarO
100%

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, 2023
Lowest Exposure
September 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
31.15%
Industrial Services
19.85%
Finance
13.26%
Retail Trade
8.66%
Electronic Technology
6.56%

Top Countries

Top 5

🇺🇸United States
61%
🇨🇦Canada
19.9%
🇮🇱Israel
0.12%
🇯🇵Japan
0.01%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
23.18%13.94%98.7%-
EnbridgeEnbridge (ENB)
19.85%10.24%100%-
Realty IncomeRealty Income (O)
8.28%5.63%100%-
AmazonAmazon (AMZN)
7.82%4.03%100%-
DividendGrowthDividendGrowth
7.81%0%98.05%7/2/2025
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
5.5%9.14%42.67%-
STAGSTAG (STAG)
4.92%1.65%100%-
AppleApple (AAPL)
4.11%0%84.36%2/26/2025
CrowdstrikeCrowdstrike (CRWD)
3.28%7.72%39.63%-
MetaMeta (META)
2.65%1.71%100%-
NVIDIANVIDIA (NVDA)
2.45%13.97%34.64%-
UnitedHealthUnitedHealth (UNH)
1.48%0%13.03%4/4/2025
MicrosoftMicrosoft (MSFT)
1.24%8.27%14.33%-
Jpm Nasdaq Equity PremiumJpm Nasdaq Equity Premium (JEPQ)
0.89%4.43%16.5%-
WalmartWalmart (WMT)
0.84%0.45%100%-
PalantirPalantir (PLTR)
0.65%4.98%16.94%-
BitcoinBitcoin (BTC)
0.35%2.4%14.33%-
eToro Group LTDeToro Group LTD (ETOR)
0.12%3.45%4.02%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.06%3.98%1.41%-
ScotiabankScotiabank (BNS)
0.05%2.69%1.95%-
RobloxRoblox (RBLX)
0.03%0%0.54%2/11/2025
ToyotaToyota (TM)
0.01%0%0.43%7/11/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AlphabetAlphabet (GOOG)
11.71%15.8%
EnbridgeEnbridge (ENB)
13.84%14.08%
UnitedHealthUnitedHealth (UNH)
14.48%11.99%
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
14.38%11.71%
CrowdstrikeCrowdstrike (CRWD)
7.87%8.11%
AmazonAmazon (AMZN)
3.03%5.72%
Realty IncomeRealty Income (O)
6.03%4.43%
DividendGrowthDividendGrowth
4.76%4.31%
NVIDIANVIDIA (NVDA)
3.38%3.67%
AppleApple (AAPL)
2.05%2.97%
STAGSTAG (STAG)
3.06%2.28%
MetaMeta (META)
0.99%2.08%
WalmartWalmart (WMT)
0.37%0.62%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments