montana063 avatar

montana063
🇫🇷 Income Investor.
32 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
February 23, 2023
Lowest Cash
July 20, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
57 instruments
July 16, 2024
Least Diversified
0 instruments
November 12, 2025
Average
33.9 instruments

Most Consistent Holdings

Top 5

avatarTTE.PA
99.62%
avatarAMZN
83.19%
avatarMCD
83.19%
avatarPFE
83.19%
avatarBAC
83.1%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 20, 2023
Lowest Exposure
February 23, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
13.56%
Electronic Technology
13.31%
Energy Minerals
13.27%
Retail Trade
8.02%
Technology Services
6.41%

Top Countries

Top 5

🇺🇸United States
57.16%
🇫🇷France
14.35%
🇨🇭Switzerland
3.3%
🇨🇳China
3.02%
🇨🇦Canada
3.01%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TotalEnergiesTotalEnergies (TTE.PA)
13.27%1.38%99.62%-
AmazonAmazon (AMZN)
2.96%1.28%83.19%-
Bank of AmericaBank of America (BAC)
2.7%0.47%83.1%-
Goldman SachsGoldman Sachs (GS)
2.69%0%81.21%12/4/2025
QualcommQualcomm (QCOM)
2.63%1.82%83.1%-
PfizerPfizer (PFE)
2.45%2.86%83.19%-
Coca-ColaCoca-Cola (KO)
2.3%1.37%83.1%-
McDonald'sMcDonald's (MCD)
2.23%1.34%83.19%-
Take-TwoTake-Two (TTWO)
2.2%0%80.64%12/4/2025
UPSUPS (UPS)
2.12%4.41%73.75%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
2.06%3.09%48.82%-
IntelIntel (INTC)
1.91%2.21%73.75%-
CVS HealthCVS Health (CVS)
1.91%2.59%83%-
Lockheed MartinLockheed Martin (LMT)
1.86%0.9%73.75%-
BarrickBarrick (B)
1.85%0%71.67%8/1/2025
GarminGarmin (GRMN)
1.81%0.89%73.75%-
AT&TAT&T (T)
1.79%1.44%73.65%-
StarbucksStarbucks (SBUX)
1.77%1.18%73.75%-
BitcoinBitcoin (BTC)
1.76%0%47.97%7/23/2024
Home DepotHome Depot (HD)
1.75%1.49%83.1%-
CitiCiti (C)
1.75%1.49%73.75%-
MerckMerck (MRK)
1.74%3.28%65.72%-
Realty IncomeRealty Income (O)
1.69%2.5%65.63%-
SiemensSiemens (SIE.DE)
1.69%1.51%71.58%-
NioNio (NIO)
1.69%0%45.33%7/23/2024
Procter & GambleProcter & Gamble (PG)
1.62%0.66%73.65%-
JPMorganJPMorgan (JPM)
1.56%0.44%73.56%-
FordFord (F)
1.54%1.99%73.75%-
ABBABB (ABBN.ZU)
1.49%1.7%71.58%-
VerizonVerizon (VZ)
1.43%0.61%65.72%-
WalmartWalmart (WMT)
1.4%1.11%65.63%-
VolkswagenVolkswagen (VOW3.DE)
1.29%1.43%71.58%-
Main Street CapitalMain Street Capital (MAIN)
1.24%2.63%46.74%-
AMDAMD (AMD)
1.22%2.38%48.82%-
NVIDIANVIDIA (NVDA)
1.17%0%51.65%12/4/2025
PembinaPembina (PBA)
1.15%1.32%46.74%-
IntuitIntuit (INTU)
1.12%1.29%65.63%-
BroadcomBroadcom (AVGO)
1.12%1.53%51.94%-
EthereumEthereum (ETH)
1.07%0%45.42%7/23/2024
Invesco QQQInvesco QQQ (QQQ)
1.05%1.13%31.16%-
NintendoNintendo (NTDOY)
0.99%0%52.41%5/12/2025
BlackRockBlackRock (BLK)
0.97%1.13%47.4%-
VisaVisa (V)
0.96%1.46%51.94%-
AlphabetAlphabet (GOOG)
0.89%1.84%46.46%-
howtogetrefhowtogetref
0.87%0%6.99%2/18/2025
AppleApple (AAPL)
0.84%1.44%48.82%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.75%0%12.56%12/6/2024
TencentTencent (0700.HK)
0.75%0.9%51.94%-
Hedera HashgraphHedera Hashgraph (HBAR)
0.74%0%10.86%7/6/2023
Alibaba HealthAlibaba Health (00241.HK)
0.74%0%4.82%2/22/2023
CronosCronos (CRO)
0.71%0%19.83%7/26/2024
XiaomiXiaomi (1810.HK)
0.58%0%28.33%5/12/2025
AtosAtos (ATO.PA)
0.54%0%13.79%5/28/2025
iShares Russell 1000 Growth ETFiShares Russell 1000 Growth ETF (IWF)
0.5%0%12.56%12/6/2024
HTG Molecular Diagnostics IncHTG Molecular Diagnostics Inc (HTGMQ)
0.48%0%25.12%12/20/2023
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.42%1.35%24.36%-
Jaguar HealthJaguar Health (JAGX)
0.42%0%9.73%7/6/2023
UnileverUnilever (ULVR.L)
0.37%2.13%17.56%-
VinciVinci (DG.PA)
0.37%0.74%19.64%-
PepsiCoPepsiCo (PEP)
0.33%1.05%15.86%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.22%0%2.64%1/30/2023
HPHP (HPQ)
0.18%1.27%11.99%-
LegrandLegrand (LR.PA)
0.18%0.65%12.56%-
USD/CHFUSD/CHF (USDCHF)
0.12%0%0.57%6/15/2023
Polygon Ecosystem (ex Matic)Polygon Ecosystem (ex Matic) (POL)
0.06%0%10.01%7/26/2024
SolanaSolana (SOL)
0.05%0%5.38%7/23/2024
EUR/USDEUR/USD (EURUSD)
0.05%0%0.28%2/6/2023
PolkadotPolkadot (DOT)
0.02%0%5.67%7/26/2024
HeliumHelium (HNT)
0.02%0%5.29%7/23/2024
DogecoinDogecoin (DOGE)
0.02%0%10.01%7/26/2024
SynthetixSynthetix (SNX)
0.02%0%10.01%7/26/2024
BiconomyBiconomy (BICO)
0.02%0%10.01%7/26/2024
Gala V2Gala V2 (GALA)
0.02%0%10.01%7/26/2024
dYdXdYdX (DYDX)
0.02%0%10.01%7/26/2024
JasmyJasmy (JASMY)
0.02%0%5.29%7/23/2024
IoTexIoTex (IOTX)
0.01%0%5.57%7/26/2024
StarknetStarknet (STRK)
0.01%0%5.57%7/26/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
howtogetrefhowtogetref
20.13%14.17%
BroadcomBroadcom (AVGO)
2.51%3.54%
XiaomiXiaomi (1810.HK)
1.6%2.74%
WalmartWalmart (WMT)
1.91%2.7%
NVIDIANVIDIA (NVDA)
2.38%2.61%
AmazonAmazon (AMZN)
1.9%2.57%
BlackRockBlackRock (BLK)
2.13%2.54%
StarbucksStarbucks (SBUX)
2.4%2.53%
VisaVisa (V)
2.13%2.51%
AT&TAT&T (T)
1.99%2.5%
Take-TwoTake-Two (TTWO)
2.07%2.49%
GarminGarmin (GRMN)
1.71%2.46%
JPMorganJPMorgan (JPM)
1.97%2.44%
Goldman SachsGoldman Sachs (GS)
1.7%2.4%
TotalEnergiesTotalEnergies (TTE.PA)
2.68%2.4%
CitiCiti (C)
1.88%2.35%
AlphabetAlphabet (GOOG)
2.13%2.34%
SiemensSiemens (SIE.DE)
2.07%2.31%
Bank of AmericaBank of America (BAC)
1.9%2.28%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
2.13%2.19%
Procter & GambleProcter & Gamble (PG)
2.08%2.14%
ABBABB (ABBN.ZU)
1.89%2.13%
PembinaPembina (PBA)
2.13%2.01%
VerizonVerizon (VZ)
2.03%2%
Realty IncomeRealty Income (O)
2.13%1.97%
Lockheed MartinLockheed Martin (LMT)
1.91%1.95%
Coca-ColaCoca-Cola (KO)
2%1.92%
FordFord (F)
2.2%1.89%
AMDAMD (AMD)
2.59%1.83%
QualcommQualcomm (QCOM)
1.93%1.83%
AppleApple (AAPL)
1.59%1.79%
Main Street CapitalMain Street Capital (MAIN)
1.6%1.78%
IntelIntel (INTC)
2.44%1.7%
UPSUPS (UPS)
1.65%1.44%
VolkswagenVolkswagen (VOW3.DE)
1.6%1.41%
BarrickBarrick (B)
1.57%1.37%
MerckMerck (MRK)
1.58%1.36%
Home DepotHome Depot (HD)
1.06%1.21%
McDonald'sMcDonald's (MCD)
1.17%1.18%
TencentTencent (0700.HK)
1.06%1.13%
PfizerPfizer (PFE)
1.33%1.13%
NintendoNintendo (NTDOY)
0.94%1.09%
IntuitIntuit (INTU)
1.06%1.03%
CVS HealthCVS Health (CVS)
1.12%0.79%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments