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ldjtrade
🇦🇺 Multi-Strategy Financial Services, ETF, and Other 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
April 24, 2025
Lowest Cash
April 19, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
35 instruments
January 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
26.3 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.89%
avatarMSFT
99.89%
avatarDIS
99.89%
avatarKO
99.89%
avatarMCD
99.89%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 19, 2023
Lowest Exposure
April 24, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
39.01%
Finance
38.9%
Consumer Services
6.5%
Technology Services
4.87%
Consumer Non Durables
2.89%

Top Countries

Top 5

🇺🇸United States
60.28%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
36.99%12.95%92.54%-
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
10.87%15.41%99.89%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
9.22%14.27%99.89%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
6.34%13.04%99.89%-
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
5.58%6.03%99.89%-
MicrosoftMicrosoft (MSFT)
4.87%6.58%99.89%-
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
4.03%12.58%51.89%-
McDonald'sMcDonald's (MCD)
3.66%3.81%99.89%-
Coca-ColaCoca-Cola (KO)
2.71%2.95%99.89%-
DisneyDisney (DIS)
2.61%3.22%99.89%-
AppleApple (AAPL)
1.9%2.54%99.89%-
S&P GlobalS&P Global (SPGI)
1.64%0%58.38%7/3/2024
iShares MSCI Emerging Markets ETFiShares MSCI Emerging Markets ETF (EEM)
1.61%1.5%99.89%-
3M3M (MMM)
1.56%2.04%99.89%-
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
0.57%0%11.57%4/21/2023
BlackStoneBlackStone (BX)
0.55%0%66.16%9/13/2024
AT&TAT&T (T)
0.53%0.75%99.89%-
Invesco QQQInvesco QQQ (QQQ)
0.53%0%11.24%4/18/2023
Realty IncomeRealty Income (O)
0.51%0%11.24%4/18/2023
Crown CastleCrown Castle (CCI)
0.43%0.43%99.89%-
Shiba (in millions)Shiba (in millions) (SHIBxM)
0.35%0%45.51%3/4/2024
Norfolk SouthernNorfolk Southern (NSC)
0.34%0.4%99.89%-
iShares MSCI Germany ETFiShares MSCI Germany ETF (EWG)
0.26%0%11.24%4/18/2023
International PaperInternational Paper (IP.US)
0.26%0.34%99.89%-
AGNCAGNC (AGNC)
0.23%0.22%99.89%-
TargetTarget (TGT)
0.22%0.17%99.89%-
Union PacificUnion Pacific (UNP)
0.21%0%23.24%8/7/2023
T. Rowe PriceT. Rowe Price (TROW)
0.21%0.2%99.89%-
VF CorpVF Corp (VFC)
0.18%0.13%99.89%-
Leggett & PlattLeggett & Platt (LEG)
0.16%0.08%99.89%-
Brinker Intl.Brinker Intl. (EAT)
0.15%0%52.97%5/13/2024
SolventumSolventum (SOLV)
0.1%0.25%51.35%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.07%0.09%99.89%-
Texas InstrumentsTexas Instruments (TXN)
0.05%0%11.24%4/18/2023
CiscoCisco (CSCO)
0.05%0%11.24%4/18/2023
EmersonEmerson (EMR)
0.05%0%11.24%4/18/2023
PolarisPolaris (PII)
0.05%0%11.24%4/18/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Berkshire HathawayBerkshire Hathaway (BRK.B)
38.27%43.81%
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
8.2%10.09%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
9.04%9.65%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
8.84%8.78%
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
6.94%6.22%
MicrosoftMicrosoft (MSFT)
3.33%4%
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
7.17%3.76%
McDonald'sMcDonald's (MCD)
2.67%2.7%
AppleApple (AAPL)
1.84%2.17%
DisneyDisney (DIS)
3.39%2.13%
Coca-ColaCoca-Cola (KO)
2%1.94%
3M3M (MMM)
2.33%1.27%
iShares MSCI Emerging Markets ETFiShares MSCI Emerging Markets ETF (EEM)
1.55%1.18%
AT&TAT&T (T)
0.67%0.45%
Crown CastleCrown Castle (CCI)
0.67%0.26%
Norfolk SouthernNorfolk Southern (NSC)
0.33%0.25%
International PaperInternational Paper (IP.US)
0.33%0.25%
T. Rowe PriceT. Rowe Price (TROW)
0.33%0.16%
SolventumSolventum (SOLV)
0%0.16%
AGNCAGNC (AGNC)
0.33%0.16%
VF CorpVF Corp (VFC)
0.67%0.15%
TargetTarget (TGT)
0.33%0.15%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.14%0.05%
Leggett & PlattLeggett & Platt (LEG)
0.33%0.05%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments