m4rt1n19 avatar

m4rt1n19
🇪🇸 Retail and Med Tech Investor.
3 copiers.

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
20.4 instruments

Most Consistent Holdings

Top 5

avatarMSFT
80.57%
avatarLLY
80.11%
avatarHSY
80.11%
avatarLW
80.11%
avatarREGN
73.54%

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
25.78%
ETFs
17.81%
Retail Trade
11.15%
Finance
8.2%
Consumer Non Durables
8%

Top Countries

Top 5

🇺🇸United States
68.7%
🇩🇰Denmark
8.51%
🇨🇱Chile
1.77%
🇳🇱Netherlands
0.65%
🇮🇱Israel
0.54%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Eli LillyEli Lilly (LLY)
9.77%0%80.11%2/1/2025
Novo-NordiskNovo-Nordisk (NVO)
8.51%0%68.89%2/1/2025
ProgressiveProgressive (PGR)
6.64%0%37.04%12/26/2023
Lamb WestonLamb Weston (LW)
4.86%0%80.11%2/1/2025
O'Reilly AutoO'Reilly Auto (ORLY)
3.22%0%36.5%2/1/2025
Dollar GeneralDollar General (DG.US)
2.69%0%37.04%12/26/2023
Royal GoldRoyal Gold (RGLD)
2.69%0%36.5%2/1/2025
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
2.67%0%14.69%8/8/2022
VertexVertex (VRTX)
2.63%0%68.89%2/1/2025
RegeneronRegeneron (REGN)
2.58%0%73.54%2/1/2025
MicrosoftMicrosoft (MSFT)
2.56%0%80.57%2/1/2025
Quanta ServicesQuanta Services (PWR)
2.52%0%43.34%12/26/2023
ExponentExponent (EXPO)
2.43%0%36.5%2/1/2025
Technology Select Sector SPDRTechnology Select Sector SPDR (XLK)
2.42%0%14.69%8/8/2022
AutozoneAutozone (AZO)
2.38%0%41.15%2/1/2025
HersheyHershey (HSY)
2.23%0%80.11%2/1/2025
NetflixNetflix (NFLX)
1.92%0%36.5%2/1/2025
FTI ConsultingFTI Consulting (FCN)
1.79%0%36.5%2/1/2025
SQMSQM (SQM)
1.77%0%36.5%2/1/2025
First SolarFirst Solar (FSLR)
1.64%0%68.89%2/1/2025
TJXTJX (TJX)
1.56%0%36.5%2/1/2025
The Health Care Select Sector SPDR FundThe Health Care Select Sector SPDR Fund (XLV)
1.41%0%11.22%8/8/2022
SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
1.41%0%11.13%9/14/2022
ChemedChemed (CHE)
1.28%0%36.5%2/1/2025
ProShares Short S&P500ProShares Short S&P500 (SH)
1.2%0%12.59%10/31/2022
ResMedResMed (RMD)
1.17%0%43.61%12/26/2023
SPDR GoldSPDR Gold (GLD)
1.16%0%22.35%9/14/2022
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
1.08%0%11.95%6/21/2022
Old DominionOld Dominion (ODFL)
1.07%0%36.5%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
1.04%0%7.94%4/1/2022
Arthur J. GallagherArthur J. Gallagher (AJG)
1.02%0%37.04%12/26/2023
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
0.9%0%4.84%6/21/2022
Invesco QQQInvesco QQQ (QQQ)
0.85%0%11.59%8/8/2022
UnitedHealthUnitedHealth (UNH)
0.82%0%38.96%12/26/2023
EnphaseEnphase (ENPH)
0.77%0%43.61%12/26/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.76%0%7.94%4/1/2022
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
0.66%0%4.2%5/10/2022
ASMLASML (ASML)
0.65%0%32.39%12/26/2023
RollinsRollins (ROL)
0.6%0%36.5%2/1/2025
Vanguard Long-Term Bond ETFVanguard Long-Term Bond ETF (BLV)
0.51%0%4.65%9/14/2022
CostcoCostco (COST)
0.48%0%6.57%10/31/2022
AmazonAmazon (AMZN)
0.41%0%36.5%2/1/2025
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.41%0%5.57%6/1/2022
iShares Core 10+ Year USD Bond ETFiShares Core 10+ Year USD Bond ETF (ILTB)
0.4%0%3.1%4/1/2022
CencoraCencora (COR)
0.39%0%36.5%2/1/2025
Check PointCheck Point (CHKP)
0.38%0%36.5%2/1/2025
Edwards LifesciencesEdwards Lifesciences (EW)
0.35%0%36.5%2/1/2025
SynopsysSynopsys (SNPS)
0.34%0%36.5%2/1/2025
General MillsGeneral Mills (GIS)
0.32%0%4.65%12/28/2022
HaemoneticsHaemonetics (HAE)
0.31%0%36.5%2/1/2025
BJ'sBJ's (BJ)
0.29%0%10.95%12/28/2022
NVIDIANVIDIA (NVDA)
0.28%0%6.57%10/31/2022
SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
0.28%0%7.94%4/1/2022
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
0.27%0%3.38%5/12/2022
TeslaTesla (TSLA)
0.24%0%32.39%12/26/2023
CoterraCoterra (CTRA)
0.21%0%4.65%12/28/2022
NikeNike (NKE)
0.2%0%32.39%12/26/2023
FortinetFortinet (FTNT)
0.18%0%6.57%10/31/2022
American ExpressAmerican Express (AXP)
0.18%0%4.84%2/25/2022
American WaterAmerican Water (AWK)
0.18%0%3.74%10/31/2022
MosaicMosaic (MOS)
0.18%0%4.84%2/25/2022
CortevaCorteva (CTVA)
0.17%0%4.84%2/25/2022
Keurig Dr PepperKeurig Dr Pepper (KDP)
0.16%0%6.57%10/31/2022
HPHP (HPQ)
0.16%0%4.84%2/25/2022
SolarEdgeSolarEdge (SEDG)
0.16%0%6.57%10/31/2022
OracleOracle (ORCL)
0.15%0%4.84%2/25/2022
Invitation HomesInvitation Homes (INVH)
0.15%0%4.84%2/25/2022
AlbemarleAlbemarle (ALB)
0.15%0%4.84%2/25/2022
Vanguard Financials ETFVanguard Financials ETF (VFH)
0.15%0%4.56%2/25/2022
Tetra TechTetra Tech (TTEK)
0.14%0%4.84%2/25/2022
Evoqua Water Technologies CorpEvoqua Water Technologies Corp (AQUA)
0.14%0%4.84%2/25/2022
Vista OutdoorVista Outdoor (VSTO)
0.14%0%4.84%2/25/2022
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
0.14%0%4.11%4/1/2022
WEC EnergyWEC Energy (WEC)
0.13%0%3.74%10/31/2022
ADMADM (ADM)
0.12%0%6.57%10/31/2022
Lithia MotorsLithia Motors (LAD)
0.12%0%3.47%2/25/2022
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.11%0%3.38%2/25/2022
Estee LauderEstee Lauder (EL)
0.11%0%6.57%10/31/2022
ON SemiconductorON Semiconductor (ON)
0.11%0%3.47%2/25/2022
STERISSTERIS (STE)
0.1%0%6.57%10/31/2022
BroadcomBroadcom (AVGO)
0.1%0%3.74%10/31/2022
NextEraNextEra (NEE)
0.1%0%3.74%10/31/2022
Lockheed MartinLockheed Martin (LMT)
0.09%0%3.74%10/31/2022
Brown-FormanBrown-Forman (BF-B)
0.09%0%6.57%10/31/2022
ADPADP (ADP)
0.09%0%6.57%10/31/2022
DanaherDanaher (DHR)
0.09%0%6.57%10/31/2022
MerckMerck (MRK)
0.09%0%6.57%10/31/2022
AtmosAtmos (ATO)
0.08%0%3.74%10/31/2022
MolinaMolina (MOH)
0.08%0%6.3%10/31/2022
Booz AllenBooz Allen (BAH)
0.08%0%6.3%10/31/2022
Brown & BrownBrown & Brown (BRO)
0.07%0%6.3%10/31/2022
ZoetisZoetis (ZTS)
0.06%0%6.57%10/31/2022
DexComDexCom (DXCM)
0.05%0%6.57%10/31/2022
AbbVieAbbVie (ABBV)
0.05%0%3.74%10/31/2022
iShares Global Healthcare ETFiShares Global Healthcare ETF (IXJ)
0.05%0%0.36%4/5/2022
FNVFNV (FNV)
0.05%0%3.74%10/31/2022
DTE EnergyDTE Energy (DTE)
0.04%0%3.74%10/31/2022
Invesco DB US Dollar Index Bullish FundInvesco DB US Dollar Index Bullish Fund (UUP)
0.03%0%1%2/25/2022
Lam ResearchLam Research (LRCX)
0.03%0%6.57%10/31/2022
Elevance HealthElevance Health (ELV)
0.03%0%6.57%10/31/2022
Jack HenryJack Henry (JKHY)
0.03%0%6.57%10/31/2022
iShares Core 5-10 Year USD Bond ETFiShares Core 5-10 Year USD Bond ETF (IMTB)
0.03%0%0.36%4/5/2022
CloroxClorox (CLX)
0.03%0%6.57%10/31/2022
Xcel EnergyXcel Energy (XEL)
0.02%0%3.74%10/31/2022
Thermo FisherThermo Fisher (TMO)
0.02%0%6.57%10/31/2022
Monolithic PowerMonolithic Power (MPWR)
0.02%0%6.57%10/31/2022
Citrix Systems IncCitrix Systems Inc (CTXS)
0.02%0%0.27%8/11/2022
Zijin MiningZijin Mining (2899.HK)
0.02%0%1.92%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 Exposure Over Time

      Cash Exposure % Over Time