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marquez_00
🇪🇸 Value Software and Energy Investor.
1 copier.

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
August 20, 2024
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
July 3, 2024
Least Diversified
0 instruments
January 2, 2023
Average
10.2 instruments

Most Consistent Holdings

Top 5

avatarCSIQ
71.32%
avatarIBE.MC
61.1%
avatarNA9.DE
58.35%
avatarHHH
58.35%
avatarBABA
56.04%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
August 20, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
12.2%
Technology Services
11.25%
Energy Minerals
8.32%
Finance
6.95%
Commercial Services
6.41%

Top Countries

Top 5

🇺🇸United States
31.95%
🇩🇪Germany
7.79%
🇨🇦Canada
6.48%
🇫🇷France
6.41%
🇨🇳China
6.18%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NagarroNagarro (NA9.DE)
7.79%18.07%58.35%-
TeleperformanceTeleperformance (TEP.PA)
6.41%16.49%54.29%-
Canadian SolarCanadian Solar (CSIQ)
5.78%23.08%71.32%-
OccidentalOccidental (OXY)
5.65%18.12%53.74%-
IberdrolaIberdrola (IBE.MC)
3.48%0%61.1%4/7/2025
Howard HughesHoward Hughes (HHH)
3.34%7.13%58.35%-
AlibabaAlibaba (BABA)
3.28%0%56.04%2/20/2025
AlphabetAlphabet (GOOGL)
2.74%0%43.19%12/30/2024
Peabody EnergyPeabody Energy (BTU)
2.67%8.09%46.15%-
Coca-ColaCoca-Cola (KO)
2.3%0%35.82%8/19/2024
AppleApple (AAPL)
2.05%0%30.44%7/1/2024
McDonald'sMcDonald's (MCD)
1.88%0%35.82%8/19/2024
AmazonAmazon (AMZN)
1.87%0%16.81%2/26/2024
D.R. HortonD.R. Horton (DHI)
1.57%0%32.09%7/29/2024
Yum ChinaYum China (YUMC)
1.45%0%22.97%4/7/2025
SantanderSantander (SAN.MC)
1.24%0%25.38%5/15/2024
SonySony (SONY)
1.23%0%30.33%9/30/2024
PepsiCoPepsiCo (PEP)
1.14%0%28.68%8/19/2024
TeslaTesla (TSLA)
0.95%0%19.56%4/4/2025
NioNio (NIO)
0.92%0%25.16%5/13/2024
BlackRockBlackRock (BLK)
0.88%0%18.35%4/17/2024
TSMCTSMC (TSM)
0.87%0%17.91%3/8/2024
BWX TechnologiesBWX Technologies (BWXT)
0.83%0%16.81%2/26/2024
AdmiralAdmiral (ADM.L)
0.82%0%12.2%3/11/2025
BoeingBoeing (BA)
0.75%0%23.3%8/20/2024
EndavaEndava (DAVA)
0.72%6.02%10.11%-
BarrickBarrick (B)
0.7%0%15.38%8/20/2024
AMDAMD (AMD)
0.7%0%12.53%1/19/2024
VisaVisa (V)
0.67%0%15.49%11/20/2024
NewmontNewmont (NEM)
0.57%0%14.95%8/16/2024
StarbucksStarbucks (SBUX)
0.44%0%11.32%8/13/2024
BYDBYD (01211.HK)
0.42%0%10.66%10/7/2024
Lowe'sLowe's (LOW)
0.39%0%9.78%8/20/2024
Under ArmourUnder Armour (UA)
0.29%0%6.92%8/19/2024
Constellation BrandsConstellation Brands (STZ)
0.27%0%5.05%4/7/2025
SolarEdgeSolarEdge (SEDG)
0.23%0%4.62%12/14/2023
JD.comJD.com (JD.US)
0.1%0%5.38%8/19/2024
Seaport Entertainment Group InSeaport Entertainment Group In (SEG)
0%0%0.33%8/5/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NagarroNagarro (NA9.DE)
15.92%16.41%
TeleperformanceTeleperformance (TEP.PA)
15.72%14.68%
OccidentalOccidental (OXY)
12.81%12.03%
Canadian SolarCanadian Solar (CSIQ)
12.25%9.71%
AdmiralAdmiral (ADM.L)
6.65%7.52%
Yum ChinaYum China (YUMC)
5.22%7.01%
IberdrolaIberdrola (IBE.MC)
5.77%6.9%
Howard HughesHoward Hughes (HHH)
6.19%6.72%
AlibabaAlibaba (BABA)
5.85%6.56%
Peabody EnergyPeabody Energy (BTU)
6.03%6.02%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments