montana063 avatar

montana063
🇫🇷 Income Investor.
8 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
1 instruments
February 23, 2023
Average
31.5 instruments

Most Consistent Holdings

Top 5

avatarTTE.PA
100%
avatarAMZN
80.18%
avatarBAC
80.18%
avatarHD
80.18%
avatarKO
80.18%

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

Energy Minerals
15.32%
Finance
13.11%
Electronic Technology
12.31%
Retail Trade
6.54%
Technology Services
6.18%

Top Countries

Top 5

🇺🇸United States
54.69%
🇫🇷France
16.03%
🇨🇭Switzerland
3.31%
🇨🇳China
3.31%
🇨🇦Canada
2.93%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TotalEnergiesTotalEnergies (TTE.PA)
15.32%4.1%100%-
AmazonAmazon (AMZN)
3.31%1.41%80.18%-
Goldman SachsGoldman Sachs (GS)
2.99%1.32%78.25%-
Bank of AmericaBank of America (BAC)
2.94%1.76%80.18%-
QualcommQualcomm (QCOM)
2.78%2.24%80.18%-
Coca-ColaCoca-Cola (KO)
2.48%1.33%80.18%-
McDonald'sMcDonald's (MCD)
2.41%1.29%80.18%-
Take-TwoTake-Two (TTWO)
2.28%2.21%77.56%-
PfizerPfizer (PFE)
2.21%4.26%80.18%-
BarrickBarrick (B)
2.16%1.34%80.18%-
BitcoinBitcoin (BTC)
2.13%0%57.86%7/23/2024
NioNio (NIO)
2.03%0%54.67%7/23/2024
GarminGarmin (GRMN)
1.86%1.78%68.79%-
StarbucksStarbucks (SBUX)
1.85%1.75%68.79%-
Lockheed MartinLockheed Martin (LMT)
1.84%1.33%68.79%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.83%3.7%38.72%-
Home DepotHome Depot (HD)
1.83%1.68%80.18%-
CitiCiti (C)
1.82%1.48%68.79%-
AT&TAT&T (T)
1.81%1.33%68.79%-
CVS HealthCVS Health (CVS)
1.79%1.42%80.18%-
SiemensSiemens (SIE.DE)
1.7%1.95%66.17%-
Procter & GambleProcter & Gamble (PG)
1.69%1.19%68.79%-
JPMorganJPMorgan (JPM)
1.63%1.33%68.79%-
UPSUPS (UPS)
1.61%4.47%68.79%-
IntelIntel (INTC)
1.54%3.41%68.79%-
FordFord (F)
1.48%1.67%68.79%-
ABBABB (ABBN.ZU)
1.45%1.88%66.17%-
WalmartWalmart (WMT)
1.41%1.29%59.11%-
VerizonVerizon (VZ)
1.34%1.75%59.11%-
EthereumEthereum (ETH)
1.29%0%54.78%7/23/2024
Realty IncomeRealty Income (O)
1.29%4.4%59.11%-
NintendoNintendo (NTDOY)
1.19%0%63.21%5/12/2025
MerckMerck (MRK)
1.19%4.45%59.11%-
VolkswagenVolkswagen (VOW3.DE)
1.17%1.24%66.17%-
BroadcomBroadcom (AVGO)
1.05%1.52%42.6%-
howtogetrefhowtogetref
1.05%0%8.43%2/18/2025
IntuitIntuit (INTU)
1.03%2.06%59.11%-
NVIDIANVIDIA (NVDA)
0.95%2.38%42.6%-
AMDAMD (AMD)
0.92%2.48%38.72%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.91%0%15.15%12/6/2024
Hedera HashgraphHedera Hashgraph (HBAR)
0.9%0%13.1%7/6/2023
Alibaba HealthAlibaba Health (00241.HK)
0.89%0%5.81%2/22/2023
Invesco QQQInvesco QQQ (QQQ)
0.87%2.19%17.54%-
BlackRockBlackRock (BLK)
0.86%1.68%37.13%-
CronosCronos (CRO)
0.86%0%23.92%7/26/2024
VisaVisa (V)
0.85%1.33%42.6%-
PembinaPembina (PBA)
0.78%2.99%36.22%-
AlphabetAlphabet (GOOG)
0.75%1.64%35.88%-
Main Street CapitalMain Street Capital (MAIN)
0.73%4.37%36.22%-
XiaomiXiaomi (1810.HK)
0.7%0%34.17%5/12/2025
AppleApple (AAPL)
0.66%1.9%38.72%-
AtosAtos (ATO.PA)
0.65%0%16.63%5/28/2025
iShares Russell 1000 Growth ETFiShares Russell 1000 Growth ETF (IWF)
0.6%0%15.15%12/6/2024
HTG Molecular Diagnostics IncHTG Molecular Diagnostics Inc (HTGMQ)
0.58%0%30.3%12/20/2023
TencentTencent (0700.HK)
0.57%1.8%42.6%-
Jaguar HealthJaguar Health (JAGX)
0.5%0%11.73%7/6/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
0.26%0%3.19%1/30/2023
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.19%1.95%9.34%-
USD/CHFUSD/CHF (USDCHF)
0.15%0%0.68%6/15/2023
Polygon Ecosystem (ex Matic)Polygon Ecosystem (ex Matic) (POL)
0.08%0%12.07%7/26/2024
SolanaSolana (SOL)
0.06%0%6.49%7/23/2024
VinciVinci (DG.PA)
0.06%1.51%3.53%-
EUR/USDEUR/USD (EURUSD)
0.06%0%0.34%2/6/2023
PolkadotPolkadot (DOT)
0.03%0%6.83%7/26/2024
HeliumHelium (HNT)
0.03%0%6.38%7/23/2024
DogecoinDogecoin (DOGE)
0.03%0%12.07%7/26/2024
SynthetixSynthetix (SNX)
0.02%0%12.07%7/26/2024
BiconomyBiconomy (BICO)
0.02%0%12.07%7/26/2024
Gala V2Gala V2 (GALA)
0.02%0%12.07%7/26/2024
dYdXdYdX (DYDX)
0.02%0%12.07%7/26/2024
JasmyJasmy (JASMY)
0.02%0%6.38%7/23/2024
UnileverUnilever (ULVR.L)
0.02%1.7%1.14%-
IoTexIoTex (IOTX)
0.01%0%6.72%7/26/2024
StarknetStarknet (STRK)
0.01%0%6.72%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