jomiguz04 avatar

jomiguz04
🇪🇸 Other Investor.
16 copiers.

Cash Allocation

Range

Highest Cash
November 15, 2023
Lowest Cash
November 16, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
14 instruments
December 5, 2023
Least Diversified
0 instruments
November 15, 2023
Average
11.1 instruments

Most Consistent Holdings

Top 5

avatarMSFT
95.49%
avatarVOO
95.49%
avatarAMZN
93.91%
avatarGS
93.91%
avatarBTC
86.46%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 16, 2023
Lowest Exposure
November 15, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
34.74%
Cryptocurrencies
17.44%
Finance
11.04%
Retail Trade
5.61%
Technology Services
5.44%

Top Countries

Top 5

🇺🇸United States
27.63%
🇪🇸Spain
6.53%
🇩🇪Germany
2.99%
🇧🇷Brazil
1.55%
🇫🇷France
0.94%

Number of Instruments

Holdings over time

(Since November 15, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
33.34%0%95.49%2/1/2025
EthereumEthereum (ETH)
8.76%0%78.78%11/2/2024
BitcoinBitcoin (BTC)
8.68%0%86.46%2/1/2025
Goldman SachsGoldman Sachs (GS)
5.08%0%93.91%2/1/2025
AmazonAmazon (AMZN)
4.93%0%93.91%2/1/2025
MicrosoftMicrosoft (MSFT)
4.86%0%95.49%2/1/2025
Banco SabadellBanco Sabadell (SAB.MC)
2.52%0%53.72%7/31/2024
ACSACS (ACS.MC)
2.24%0%39.05%2/1/2025
GMGM (GM)
2.19%0%45.15%9/18/2024
AllianzAllianz (ALV.DE)
2.08%0%40.18%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.85%0%37.47%4/30/2024
PetrobrasPetrobras (PBR)
1.55%0%33.86%10/28/2024
GEGE (GE)
1.43%0%26.64%5/30/2024
Coca-ColaCoca-Cola (KO)
1.22%0%23.93%2/29/2024
NaturgyNaturgy (NTGY.MC)
1.12%0%21.22%11/4/2024
LVMHLVMH (MC.PA)
0.94%0%15.35%2/1/2025
American ExpressAmerican Express (AXP)
0.92%0%16.03%2/1/2025
Deutsche PostDeutsche Post (DHL.DE)
0.91%0%20.54%7/31/2024
FerrariFerrari (RACE)
0.9%0%16.03%2/1/2025
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.9%0%16.03%2/1/2025
DisneyDisney (DIS)
0.87%0%17.38%1/31/2024
Procter & GambleProcter & Gamble (PG)
0.85%0%17.38%1/31/2024
MercadoLibreMercadoLibre (MELI)
0.67%0%13.77%1/31/2024
TSMCTSMC (TSM)
0.66%0%13.54%4/30/2024
SacyrSacyr (SCYR.MC)
0.65%0%13.77%7/31/2024
HoneywellHoneywell (HON)
0.62%0%13.54%4/1/2024
General MillsGeneral Mills (GIS)
0.61%0%11.06%9/18/2024
CaterpillarCaterpillar (CAT)
0.53%0%9.93%12/29/2023
SPDR GoldSPDR Gold (GLD)
0.47%0%8.58%12/30/2024
NestleNestle (NESN.ZU)
0.45%0%9.03%11/4/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.44%0%7.67%10/28/2024
NVIDIANVIDIA (NVDA)
0.35%0%7.67%10/28/2024
PalantirPalantir (PLTR)
0.34%0%7.45%2/1/2025
CleansparkCleanspark (CLSK)
0.24%0%6.55%5/30/2024
VisaVisa (V)
0.23%0%1.58%11/4/2024
GE VernovaGE Vernova (GEV)
0.07%0%6.09%4/30/2024
iShares Gold TrustiShares Gold Trust (IAU)
0.02%0%0.23%11/16/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		37.43%36.68%
      ACSACS (ACS.MC)
      		5.82%6.49%
      AmazonAmazon (AMZN)
      		5.82%6.45%
      LVMHLVMH (MC.PA)
      		5.82%6.16%
      MicrosoftMicrosoft (MSFT)
      		5.82%5.92%
      AllianzAllianz (ALV.DE)
      		5.82%5.85%
      American ExpressAmerican Express (AXP)
      		5.82%5.74%
      Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
      		5.82%5.63%
      FerrariFerrari (RACE)
      		5.82%5.63%
      Goldman SachsGoldman Sachs (GS)
      		5.82%5.52%
      BitcoinBitcoin (BTC)
      		5.27%5.26%
      PalantirPalantir (PLTR)
      		4.92%4.83%

      Cash Exposure Over Time

      Cash Exposure % Over Time