m4rt1n19 avatar

m4rt1n19
🇪🇸 Value Investor.
3 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
January 3, 2022
Lowest Cash
November 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
44 instruments
September 20, 2022
Least Diversified
0 instruments
February 2, 2025
Average
20.9 instruments

Most Consistent Holdings

Top 5

avatarMSFT
82.56%
avatarLLY
82.15%
avatarHSY
82.15%
avatarLW
82.15%
avatarREGN
76.25%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 1, 2022
Lowest Exposure
January 3, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Health Technology
25.44%
ETFs
15.98%
Retail Trade
12.55%
Consumer Non Durables
7.77%
Finance
7.36%

Top Countries

Top 5

🇺🇸United States
70.27%
🇩🇰Denmark
8.61%
🇨🇱Chile
2.04%
🇮🇱Israel
0.62%
🇳🇱Netherlands
0.59%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Eli LillyEli Lilly (LLY)
9.61%7.65%82.15%-
Novo-NordiskNovo-Nordisk (NVO)
8.61%9.52%72.07%-
ProgressiveProgressive (PGR)
5.96%0%33.25%12/26/2023
Lamb WestonLamb Weston (LW)
4.7%3.33%82.15%-
O'Reilly AutoO'Reilly Auto (ORLY)
4.03%11.02%43%-
Royal GoldRoyal Gold (RGLD)
3.39%9.97%43%-
AutozoneAutozone (AZO)
2.9%7.49%47.17%-
ExponentExponent (EXPO)
2.79%5.49%43%-
VertexVertex (VRTX)
2.56%1.83%72.07%-
NetflixNetflix (NFLX)
2.55%9.53%43%-
RegeneronRegeneron (REGN)
2.43%0.82%76.25%-
Dollar GeneralDollar General (DG.US)
2.41%0%33.25%12/26/2023
MicrosoftMicrosoft (MSFT)
2.4%1.16%82.56%-
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
2.4%0%13.19%8/8/2022
Quanta ServicesQuanta Services (PWR)
2.26%0%38.9%12/26/2023
HersheyHershey (HSY)
2.24%2.3%82.15%-
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
2.17%0%13.19%8/8/2022
SQMSQM (SQM)
2.04%3.74%43%-
FTI ConsultingFTI Consulting (FCN)
2.02%3.86%43%-
TJXTJX (TJX)
1.91%5.05%43%-
First SolarFirst Solar (FSLR)
1.65%1.96%72.07%-
ChemedChemed (CHE)
1.52%3.44%43%-
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
1.27%0%10.07%8/8/2022
SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
1.26%0%9.99%9/14/2022
Old DominionOld Dominion (ODFL)
1.23%2.39%43%-
ProShares Short S&P500ProShares Short S&P500 (SH)
1.08%0%11.3%10/31/2022
ResMedResMed (RMD)
1.05%0%39.15%12/26/2023
SPDR GoldSPDR Gold (GLD)
1.05%0%20.07%9/14/2022
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
0.97%0%10.73%6/21/2022
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.93%0%7.13%4/1/2022
Arthur J. GallagherArthur J. Gallagher (AJG)
0.92%0%33.25%12/26/2023
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
0.8%0%4.34%6/21/2022
Invesco QQQInvesco QQQ (QQQ)
0.77%0%10.4%8/8/2022
UnitedHealthUnitedHealth (UNH)
0.74%0%34.97%12/26/2023
RollinsRollins (ROL)
0.73%2.02%43%-
EnphaseEnphase (ENPH)
0.69%0%39.15%12/26/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.69%0%7.13%4/1/2022
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
0.59%0%3.77%5/10/2022
ASMLASML (ASML)
0.59%0%29.07%12/26/2023
AmazonAmazon (AMZN)
0.5%1.29%43%-
Check PointCheck Point (CHKP)
0.48%1.41%43%-
CencoraCencora (COR)
0.48%1.32%43%-
Vanguard Long-Term Bond ETFVanguard Long-Term Bond ETF (BLV)
0.46%0%4.18%9/14/2022
CostcoCostco (COST)
0.43%0%5.9%10/31/2022
Edwards LifesciencesEdwards Lifesciences (EW)
0.41%0.95%43%-
SynopsysSynopsys (SNPS)
0.39%0.85%43%-
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.37%0%5%6/1/2022
iShares Core 10+ Year USD Bond ETFiShares Core 10+ Year USD Bond ETF (ILTB)
0.36%0%2.78%4/1/2022
HaemoneticsHaemonetics (HAE)
0.35%0.75%43%-
General MillsGeneral Mills (GIS)
0.29%0%4.18%12/28/2022
BJ'sBJ's (BJ)
0.26%0%9.83%12/28/2022
NVIDIANVIDIA (NVDA)
0.25%0%5.9%10/31/2022
SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
0.25%0%7.13%4/1/2022
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
0.24%0%3.03%5/12/2022
TeslaTesla (TSLA)
0.21%0%29.07%12/26/2023
CoterraCoterra (CTRA)
0.19%0%4.18%12/28/2022
NikeNike (NKE)
0.18%0%29.07%12/26/2023
FortinetFortinet (FTNT)
0.16%0%5.9%10/31/2022
American ExpressAmerican Express (AXP)
0.16%0%4.34%2/25/2022
American WaterAmerican Water (AWK)
0.16%0%3.36%10/31/2022
MosaicMosaic (MOS)
0.16%0%4.34%2/25/2022
CortevaCorteva (CTVA)
0.15%0%4.34%2/25/2022
Keurig Dr PepperKeurig Dr Pepper (KDP)
0.15%0%5.9%10/31/2022
HPHP (HPQ)
0.14%0%4.34%2/25/2022
SolarEdgeSolarEdge (SEDG)
0.14%0%5.9%10/31/2022
OracleOracle (ORCL)
0.14%0%4.34%2/25/2022
Invitation HomesInvitation Homes (INVH)
0.14%0%4.34%2/25/2022
AlbemarleAlbemarle (ALB)
0.14%0%4.34%2/25/2022
Vanguard Financials ETFVanguard Financials ETF (VFH)
0.14%0%4.1%2/25/2022
Tetra TechTetra Tech (TTEK)
0.13%0%4.34%2/25/2022
Evoqua Water Technologies CorpEvoqua Water Technologies Corp (AQUA)
0.13%0%4.34%2/25/2022
Vista OutdoorVista Outdoor (VSTO)
0.12%0%4.34%2/25/2022
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
0.12%0%3.69%4/1/2022
WEC EnergyWEC Energy (WEC)
0.12%0%3.36%10/31/2022
ADMADM (ADM)
0.11%0%5.9%10/31/2022
Lithia MotorsLithia Motors (LAD)
0.11%0%3.11%2/25/2022
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.1%0%3.03%2/25/2022
Estee LauderEstee Lauder (EL)
0.1%0%5.9%10/31/2022
ON SemiconductorON Semiconductor (ON)
0.1%0%3.11%2/25/2022
STERISSTERIS (STE)
0.09%0%5.9%10/31/2022
BroadcomBroadcom (AVGO)
0.09%0%3.36%10/31/2022
NextEraNextEra (NEE)
0.09%0%3.36%10/31/2022
Lockheed MartinLockheed Martin (LMT)
0.08%0%3.36%10/31/2022
Brown-FormanBrown-Forman (BF-B)
0.08%0%5.9%10/31/2022
ADPADP (ADP)
0.08%0%5.9%10/31/2022
DanaherDanaher (DHR)
0.08%0%5.9%10/31/2022
MerckMerck (MRK)
0.08%0%5.9%10/31/2022
AtmosAtmos (ATO)
0.07%0%3.36%10/31/2022
MolinaMolina (MOH)
0.07%0%5.65%10/31/2022
Booz AllenBooz Allen (BAH)
0.07%0%5.65%10/31/2022
Brown & BrownBrown & Brown (BRO)
0.06%0%5.65%10/31/2022
ZoetisZoetis (ZTS)
0.06%0%5.9%10/31/2022
DexComDexCom (DXCM)
0.05%0%5.9%10/31/2022
AbbVieAbbVie (ABBV)
0.05%0%3.36%10/31/2022
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
0.04%0%0.33%4/5/2022
FNVFNV (FNV)
0.04%0%3.36%10/31/2022
DTE EnergyDTE Energy (DTE)
0.04%0%3.36%10/31/2022
Invesco DB US Dollar Index Bullish FundInvesco DB US Dollar Index Bullish Fund (UUP)
0.03%0%0.9%2/25/2022
Lam ResearchLam Research (LRCX)
0.03%0%5.9%10/31/2022
Elevance HealthElevance Health (ELV)
0.03%0%5.9%10/31/2022
Jack HenryJack Henry (JKHY)
0.03%0%5.9%10/31/2022
iShares Core 5-10 Year USD Bond ETFiShares Core 5-10 Year USD Bond ETF (IMTB)
0.03%0%0.33%4/5/2022
CloroxClorox (CLX)
0.02%0%5.9%10/31/2022
Xcel EnergyXcel Energy (XEL)
0.02%0%3.36%10/31/2022
Thermo FisherThermo Fisher (TMO)
0.02%0%5.9%10/31/2022
Monolithic PowerMonolithic Power (MPWR)
0.01%0%5.9%10/31/2022
Citrix Systems IncCitrix Systems Inc (CTXS)
0.01%0%0.25%8/11/2022
Zijin MiningZijin Mining (2899.HK)
0.01%0%1.72%10/13/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Novo-NordiskNovo-Nordisk (NVO)
14.08%11.53%
O'Reilly AutoO'Reilly Auto (ORLY)
8.13%9.98%
Eli LillyEli Lilly (LLY)
6.07%8.06%
Royal GoldRoyal Gold (RGLD)
7.45%7.85%
NetflixNetflix (NFLX)
4.02%7.2%
AutozoneAutozone (AZO)
5.6%6.79%
ExponentExponent (EXPO)
6.85%6.65%
TJXTJX (TJX)
3.9%4.99%
FTI ConsultingFTI Consulting (FCN)
5.06%4.72%
SQMSQM (SQM)
7.45%4.36%
Lamb WestonLamb Weston (LW)
6.71%4.2%
ChemedChemed (CHE)
3.9%3.41%
Old DominionOld Dominion (ODFL)
3.33%2.76%
HersheyHershey (HSY)
2.78%2.53%
First SolarFirst Solar (FSLR)
2.19%2.18%
VertexVertex (VRTX)
1.77%1.72%
RollinsRollins (ROL)
1.62%1.7%
AmazonAmazon (AMZN)
0.99%1.39%
RegeneronRegeneron (REGN)
1.51%1.24%
Check PointCheck Point (CHKP)
0.99%1.19%
MicrosoftMicrosoft (MSFT)
0.99%1.09%
CencoraCencora (COR)
0.99%1.08%
Edwards LifesciencesEdwards Lifesciences (EW)
0.99%0.95%
SynopsysSynopsys (SNPS)
0.99%0.89%
HaemoneticsHaemonetics (HAE)
0.99%0.87%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments