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mischellka
🇸🇰 Value Financial Services Investor.
61 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, 2023
Lowest Cash
January 17, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
64 instruments
December 10, 2024
Least Diversified
0 instruments
February 2, 2025
Average
47.9 instruments

Most Consistent Holdings

Top 5

avatarBAYN.DE
99.88%
avatarVOW3.DE
99.88%
avatarGLE.PA
99.88%
avatarGOOG
99.76%
avatarMSFT
99.76%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 17, 2023
Lowest Exposure
January 3, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
23.04%
Technology Services
12.47%
Retail Trade
9.73%
Health Technology
9.08%
Communications
8.57%

Top Countries

Top 5

🇺🇸United States
58.41%
🇩🇪Germany
11.97%
🇬🇧United Kingdom
11.34%
🇫🇷France
6.38%
🇳🇱Netherlands
3.56%

Number of Instruments

Holdings over time

(Since January 3, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
5%3.28%99.76%-
AmazonAmazon (AMZN)
4.26%2.82%99.76%-
MicrosoftMicrosoft (MSFT)
3.22%2.78%99.76%-
Societe GeneraleSociete Generale (GLE.PA)
2.72%3.09%99.88%-
CitiCiti (C)
2.72%1.74%99.76%-
VolkswagenVolkswagen (VOW3.DE)
2.66%1.23%99.88%-
AT&TAT&T (T)
2.65%2.12%99.76%-
VisaVisa (V)
2.57%2.35%99.76%-
AllianzAllianz (ALV.DE)
2.52%2.61%99.64%-
GSKGSK (GSK.L)
2.47%1.43%99.76%-
CrowdstrikeCrowdstrike (CRWD)
2.4%2.75%92.27%-
NN GroupNN Group (NN.NV)
2.37%2.09%95.41%-
VodafoneVodafone (VOD)
2.31%1.32%99.64%-
IntelIntel (INTC)
2.26%0.74%99.76%-
OrangeOrange (ORA.PA)
2.23%1.74%99.64%-
DisneyDisney (DIS)
2.22%1.47%99.76%-
PfizerPfizer (PFE)
2.04%1.21%92.27%-
E.ONE.ON (EOAN.DE)
1.95%1.28%98.19%-
Deutsche PostDeutsche Post (DHL.DE)
1.89%1.38%99.64%-
US BancorpUS Bancorp (USB)
1.81%1.37%85.75%-
FedExFedEx (FDX)
1.78%1.09%99.76%-
Bank of AmericaBank of America (BAC)
1.78%1.53%85.75%-
WalmartWalmart (WMT)
1.75%2.53%92.27%-
Johnson & JohnsonJohnson & Johnson (JNJ)
1.75%1.84%92.27%-
WalgreensWalgreens (WBA)
1.75%0%84.42%12/12/2024
3M3M (MMM)
1.72%1.14%95.41%-
Wells FargoWells Fargo (WFC)
1.63%1.8%81.28%-
BarrickBarrick (GOLD.BARRICK)
1.62%1.56%92.27%-
BayerBayer (BAYN.DE)
1.61%0.38%99.88%-
Best BuyBest Buy (BBY)
1.54%1.08%85.75%-
Rio TintoRio Tinto (RIO.L)
1.42%1.37%85.63%-
VerizonVerizon (VZ)
1.38%1.84%77.78%-
BHPBHP (BHP.L)
1.36%1.22%85.63%-
AdidasAdidas (ADS.DE)
1.34%0%35.02%10/26/2023
BPBP (BP.L)
1.32%1.41%77.78%-
Dominion EnergyDominion Energy (D)
1.27%1.51%70.53%-
SamsungSamsung (SMSN.L)
1.24%1.11%92.27%-
BarclaysBarclays (BARC.L)
1.19%2.28%55.43%-
ASMLASML (ASML.NV)
1.19%1.3%63.29%-
RocheRoche (ROG.ZU)
1.18%1.84%63.29%-
AdobeAdobe (ADBE)
1.16%0.64%92.27%-
ShellShell (SHEL.L)
1.03%1.66%56.4%-
CiscoCisco (CSCO)
0.98%1.79%55.43%-
Philip MorrisPhilip Morris (PM)
0.97%2.55%55.43%-
LVMHLVMH (MC.PA)
0.96%1.12%55.43%-
HSBCHSBC (HSBA.L)
0.96%1.72%55.43%-
VICI PropertiesVICI Properties (VICI)
0.92%1.41%55.43%-
Realty IncomeRealty Income (O)
0.9%1.35%55.43%-
Coca-ColaCoca-Cola (KO)
0.88%1.86%55.43%-
EnelEnel (ENEL.MI)
0.84%1.52%55.43%-
AlbemarleAlbemarle (ALB)
0.75%0.31%77.78%-
UPSUPS (UPS)
0.71%1.23%55.43%-
MondiMondi (MNDI.L)
0.64%0%30.19%1/12/2024
StarbucksStarbucks (SBUX)
0.6%1.54%33.21%-
EnbridgeEnbridge (ENB)
0.54%0.83%55.43%-
McDonald'sMcDonald's (MCD)
0.53%1.68%33.21%-
JPMorganJPMorgan (JPM)
0.5%1.5%33.21%-
SonySony (SONY)
0.48%1.7%33.21%-
BNP ParibasBNP Paribas (BNP.PA)
0.46%1.54%33.21%-
AppleApple (AAPL)
0.46%0.9%45.41%-
MaerskMaersk (MAERSKB.CO)
0.45%1.32%33.21%-
CVS HealthCVS Health (CVS)
0.44%1.82%33.21%-
NikeNike (NKE)
0.4%0.88%33.94%-
CloudflareCloudflare (NET)
0.37%1.17%33.21%-
Palo Alto NetworksPalo Alto Networks (PANW)
0.32%0.89%33.21%-
AMDAMD (AMD)
0.04%0.34%15.7%-
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.03%0.34%11.23%-
SolventumSolventum (SOLV)
0%0%0.24%4/4/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AlphabetAlphabet (GOOG)
3.19%4.13%
AmazonAmazon (AMZN)
2.45%3.63%
MicrosoftMicrosoft (MSFT)
3.19%3.24%
CrowdstrikeCrowdstrike (CRWD)
1.96%2.54%
WalmartWalmart (WMT)
1.72%2.49%
VisaVisa (V)
1.96%2.29%
AllianzAllianz (ALV.DE)
1.96%2.2%
BarclaysBarclays (BARC.L)
1.47%2.18%
Societe GeneraleSociete Generale (GLE.PA)
1.96%2.1%
Wells FargoWells Fargo (WFC)
1.47%1.99%
CitiCiti (C)
1.47%1.97%
DisneyDisney (DIS)
1.72%1.96%
CiscoCisco (CSCO)
1.72%1.93%
Philip MorrisPhilip Morris (PM)
1.72%1.91%
RocheRoche (ROG.ZU)
1.96%1.86%
Bank of AmericaBank of America (BAC)
1.47%1.82%
AT&TAT&T (T)
1.47%1.8%
US BancorpUS Bancorp (USB)
1.47%1.75%
StarbucksStarbucks (SBUX)
1.47%1.75%
NN GroupNN Group (NN.NV)
1.72%1.73%
ShellShell (SHEL.L)
1.96%1.72%
Johnson & JohnsonJohnson & Johnson (JNJ)
1.96%1.72%
HSBCHSBC (HSBA.L)
1.47%1.71%
VerizonVerizon (VZ)
1.72%1.7%
ASMLASML (ASML.NV)
1.96%1.63%
Coca-ColaCoca-Cola (KO)
1.72%1.61%
BPBP (BP.L)
1.96%1.59%
McDonald'sMcDonald's (MCD)
1.47%1.59%
JPMorganJPMorgan (JPM)
1.47%1.57%
Dominion EnergyDominion Energy (D)
1.47%1.55%
Best BuyBest Buy (BBY)
1.47%1.52%
LVMHLVMH (MC.PA)
1.72%1.52%
SonySony (SONY)
1.47%1.52%
Rio TintoRio Tinto (RIO.L)
1.72%1.51%
FedExFedEx (FDX)
1.47%1.51%
MaerskMaersk (MAERSKB.CO)
1.47%1.48%
GSKGSK (GSK.L)
1.72%1.47%
PfizerPfizer (PFE)
1.96%1.47%
EnelEnel (ENEL.MI)
1.47%1.43%
BHPBHP (BHP.L)
1.72%1.4%
Deutsche PostDeutsche Post (DHL.DE)
1.72%1.35%
UPSUPS (UPS)
1.72%1.34%
OrangeOrange (ORA.PA)
1.47%1.33%
BNP ParibasBNP Paribas (BNP.PA)
1.47%1.31%
VICI PropertiesVICI Properties (VICI)
1.47%1.29%
VolkswagenVolkswagen (VOW3.DE)
1.72%1.28%
Realty IncomeRealty Income (O)
1.47%1.25%
CVS HealthCVS Health (CVS)
1.67%1.24%
VodafoneVodafone (VOD)
1.47%1.23%
BarrickBarrick (GOLD.BARRICK)
1.47%1.22%
NikeNike (NKE)
1.23%1.21%
CloudflareCloudflare (NET)
0.98%1.19%
AppleApple (AAPL)
0.98%1.16%
3M3M (MMM)
0.98%1.15%
SamsungSamsung (SMSN.L)
1.72%1.06%
Palo Alto NetworksPalo Alto Networks (PANW)
0.98%0.98%
E.ONE.ON (EOAN.DE)
0.98%0.94%
AdobeAdobe (ADBE)
0.98%0.82%
IntelIntel (INTC)
1.47%0.8%
EnbridgeEnbridge (ENB)
0.74%0.79%
AlbemarleAlbemarle (ALB)
0.98%0.51%
BayerBayer (BAYN.DE)
0.98%0.4%
AMDAMD (AMD)
0.25%0.21%

Cash Exposure Over Time

Cash Exposure % Over Time