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jpmontero88
🇪🇸 Value Software Investor.
17 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
February 22, 2025
Lowest Cash
March 2, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
22 instruments
February 19, 2025
Least Diversified
0 instruments
February 2, 2025
Average
11.2 instruments

Most Consistent Holdings

Top 5

avatarGLOB
59.45%
avatarGNW
44.88%
avatarPAGS
44.88%
avatarDAVA
44.26%
avatarBABA
43.73%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 2, 2022
Lowest Exposure
February 22, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
30.94%
Finance
14.34%
Retail Trade
10.36%
Transportation
9.83%
Commercial Services
9.68%

Top Countries

Top 5

🇺🇸United States
34.17%
🇩🇪Germany
12.33%
🇲🇨Monaco
9.24%
🇨🇳China
8.1%
🇬🇧United Kingdom
6.29%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NagarroNagarro (NA9.DE)
10.63%0%32.42%3/4/2025
Scorpio TankersScorpio Tankers (STNG)
9.24%0%35.95%7/21/2023
GenworthGenworth (GNW)
6.39%0%44.88%1/23/2024
EndavaEndava (DAVA)
5.58%0%44.26%8/12/2024
PagseguroPagseguro (PAGS)
5.5%0%44.88%10/22/2024
Hims & HersHims & Hers (HIMS)
5.29%5.65%32.24%-
GlobantGlobant (GLOB)
5.29%0%59.45%3/5/2025
StoneCoStoneCo (STNE)
4.75%0%39.93%10/22/2024
AlibabaAlibaba (BABA)
3.36%0%43.73%12/4/2023
AlibabaAlibaba (9988.HK)
2.39%0%11.75%5/27/2022
TeleperformanceTeleperformance (TEP.PA)
2.29%0%25.8%1/13/2025
AlphabetAlphabet (GOOG)
2%5.12%31.54%-
BaiduBaidu (BIDU)
1.7%0%25.88%12/11/2023
PorschePorsche (PAH3.DE)
1.39%0%23.76%7/24/2023
DisneyDisney (DIS)
1.39%4.92%27.39%-
EvolutionEvolution (EVO.ST)
1.22%0%20.85%4/30/2024
PayPalPayPal (PYPL)
1.18%0%22.44%11/22/2023
Rent the RunwayRent the Runway (RENT)
1.12%0%34.28%12/6/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
1.12%0%7.77%2/23/2024
AutoNationAutoNation (AN)
1.06%0%14.66%1/26/2023
LVMHLVMH (MC.PA)
1.06%3.97%22.79%-
AutodeskAutodesk (ADSK)
1.01%0%16.61%2/1/2024
RubisRubis (RUI.PA)
0.99%0%10.42%11/21/2022
CelaneseCelanese (CE)
0.97%0%20.85%5/4/2023
ASMLASML (ASML)
0.97%4.27%22.53%-
EPAMEPAM (EPAM)
0.86%0%16.25%11/1/2023
DropboxDropbox (DBX)
0.83%0%17.14%12/28/2022
Thermo FisherThermo Fisher (TMO)
0.77%0%13.43%12/6/2023
EssentEssent (ESNT)
0.74%0%17.23%12/28/2022
Domino'sDomino's (DOM.L)
0.71%0%18.73%2/10/2025
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.69%0%11.93%3/6/2023
AllyAlly (ALLY)
0.68%0%12.19%1/23/2023
AmazonAmazon (AMZN)
0.66%5.81%9.28%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.66%0%10.34%5/9/2023
Foot LockerFoot Locker (FL)
0.62%0%9.19%8/18/2022
Medical Properties TrustMedical Properties Trust (MPW)
0.62%0%19.43%1/5/2024
LovesacLovesac (LOVE)
0.61%0%11.22%6/7/2023
IACIAC (IAC)
0.49%0%5.3%3/1/2022
JD.comJD.com (JD.US)
0.46%0%8.3%4/25/2023
Nordic American TankersNordic American Tankers (NAT)
0.46%0%3.18%6/22/2022
ConcentrixConcentrix (CNXC)
0.43%0%6.98%2/9/2024
Realty IncomeRealty Income (O)
0.42%4.77%14.84%-
OccidentalOccidental (OXY)
0.42%0%7.07%6/5/2023
PalantirPalantir (PLTR)
0.39%0%12.81%1/19/2024
MercadoLibreMercadoLibre (MELI)
0.34%5.86%10.78%-
AdidasAdidas (ADS.DE)
0.3%0%3.71%1/18/2024
UltaUlta (ULTA)
0.28%4.15%10.95%-
MicrosoftMicrosoft (MSFT)
0.28%4.59%10.07%-
AlexandriaAlexandria (ARE)
0.28%0%6.89%8/24/2023
BrookfieldBrookfield (BN.US)
0.28%4.56%9.45%-
PepsiCoPepsiCo (PEP)
0.28%4.5%10.95%-
CrocsCrocs (CROX)
0.26%4.08%10.78%-
VIX Sep 23 FutureVIX Sep 23 Future (VIX.SEP)
0.26%0%1.59%12/20/2022
Global PaymentsGlobal Payments (GPN)
0.24%0%9.81%3/4/2025
MetaMeta (META)
0.23%3.65%9.36%-
SPDR GoldSPDR Gold (GLD)
0.23%0%4.06%1/18/2023
IntelIntel (INTC)
0.23%0%3.98%3/15/2022
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.21%4.88%6.98%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.21%0%4.33%4/26/2023
F5F5 (FFIV)
0.2%0%4.33%3/15/2023
HPHP (HPQ)
0.19%0%5.3%11/10/2022
HumanaHumana (HUM)
0.18%0%3.53%8/24/2023
Anhui ConchAnhui Conch (0914.HK)
0.18%0%2.21%1/25/2022
Vitru LtdVitru Ltd (VTRU)
0.14%0%5.57%8/29/2023
NewmontNewmont (NEM)
0.13%0%2.92%1/12/2023
BookingBooking (BKNG)
0.12%0%2.39%7/7/2022
NVIDIANVIDIA (NVDA)
0.12%3.29%4.86%-
FISFIS (FIS)
0.11%0%2.3%2/13/2023
AppleApple (AAPL)
0.1%0%1.33%5/26/2022
AdobeAdobe (ADBE)
0.1%5.24%2.47%-
AMDAMD (AMD)
0.09%3.51%3.62%-
NikeNike (NKE)
0.09%4.58%2.65%-
DHT HoldingsDHT Holdings (DHT)
0.08%0%1.5%6/6/2023
InmodeInmode (INMD)
0.08%0%1.86%7/1/2022
Oscar HealthOscar Health (OSCR)
0.07%4.63%1.77%-
East West BancorpEast West Bancorp (EWBC)
0.06%0%1.24%5/30/2023
Estee LauderEstee Lauder (EL)
0.06%4.27%1.77%-
StarbucksStarbucks (SBUX)
0.06%0%1.59%5/13/2022
Bank of AmericaBank of America (BAC)
0.06%0%1.15%5/30/2023
CNRCNR (CNI)
0.05%2.95%2.21%-
BrookfieldBrookfield (BAM)
0.05%0%1.86%1/19/2023
CVS HealthCVS Health (CVS)
0.04%0%1.59%8/1/2023
VisaVisa (V)
0.03%0%1.5%11/22/2024
EuronetEuronet (EEFT)
0.01%0%0.35%1/4/2022
Discovery IncDiscovery Inc (DISCA)
0.01%0%0.35%1/4/2022
ExpediaExpedia (EXPE)
0.01%0%0.27%1/26/2023
PDD HoldingsPDD Holdings (PDD)
0%0%0.09%1/19/2023

Exposure over time

Exposure by Sector

  • Technology Services
  • Finance
  • Retail Trade
  • Transportation
  • Commercial Services
  • Health Services
  • Other

Exposure by Country

  • United States
  • Germany
  • Monaco
  • China
  • United Kingdom
  • Brazil
  • Other

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NagarroNagarro (NA9.DE)
57.02%57.22%
AlphabetAlphabet (GOOG)
2.61%3.05%
DisneyDisney (DIS)
2.35%2.86%
UltaUlta (ULTA)
2.33%2.79%
Novo NordiskNovo Nordisk (NOVO-B.CO)
2.55%2.79%
BrookfieldBrookfield (BN.US)
2.66%2.76%
GlobantGlobant (GLOB)
2.63%2.75%
MercadoLibreMercadoLibre (MELI)
2.73%2.73%
MicrosoftMicrosoft (MSFT)
2.63%2.7%
Domino'sDomino's (DOM.L)
2.54%2.55%
Global PaymentsGlobal Payments (GPN)
2.45%2.51%
CrocsCrocs (CROX)
2.22%2.46%
PepsiCoPepsiCo (PEP)
2.55%2.44%
Realty IncomeRealty Income (O)
2.49%2.4%
TeleperformanceTeleperformance (TEP.PA)
2.5%2.33%
ASMLASML (ASML)
2.07%2.22%
LVMHLVMH (MC.PA)
1.97%2.19%
Hims & HersHims & Hers (HIMS)
1.82%1.94%
MetaMeta (META)
1.7%1.88%

Cash Exposure Over Time

Cash Exposure % Over Time