mpollock avatar

mpollock
🇦🇺 Other and ETF 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
November 12, 2024
Lowest Cash
August 22, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
63 instruments
October 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
29.1 instruments

Most Consistent Holdings

Top 5

avatarBRK.B
99.9%
avatarCOST
99.9%
avatarSPY
99.9%
avatarDGRO
99.9%
avatarXLP
67.95%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 22, 2023
Lowest Exposure
November 12, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
49.57%
Retail Trade
12.69%
Finance
12.59%
Consumer Non Durables
5.32%
Energy Minerals
1.77%

Top Countries

Top 5

🇺🇸United States
38.17%
🇨🇭Switzerland
0.25%
🇮🇱Israel
0.16%
🇧🇲Bermuda
0.08%
🇬🇧United Kingdom
0.05%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
11.83%16.63%99.9%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
10.7%11.39%99.9%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
10.1%10.11%99.9%-
CostcoCostco (COST)
9.44%9.87%99.9%-
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
7.01%9.28%67.95%-
iShares Silver TrustiShares Silver Trust (SLV)
4.05%3.52%52.96%-
SPDR GoldSPDR Gold (GLD)
3.93%3.27%57.99%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
2.5%5.24%44.97%-
Global X Art Intel & TechGlobal X Art Intel & Tech (AIQ)
2.44%10.6%39.25%-
PIMCO Active Bond Exchange-Traded FundPIMCO Active Bond Exchange-Traded Fund (BOND)
2.32%1.7%45.17%-
Coca-ColaCoca-Cola (KO)
1.89%0%45.66%4/16/2024
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
1.84%0%43%3/20/2024
WarrenBuffet-CFWarrenBuffet-CF
1.06%0%19.23%7/18/2023
CVS HealthCVS Health (CVS)
0.98%0%44.87%4/8/2024
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.9%0%34.02%12/19/2023
WisdomTree CopperWisdomTree Copper (OD7C.DE)
0.79%0%6.9%6/18/2024
KrogerKroger (KR)
0.77%0%45.66%4/16/2024
Home DepotHome Depot (HD)
0.77%0%41.52%3/4/2024
BitcoinBitcoin (BTC)
0.75%0%35.31%2/26/2025
Bank of AmericaBank of America (BAC)
0.69%0%41.22%3/1/2024
CoterraCoterra (CTRA)
0.62%0%45.66%4/16/2024
HormelHormel (HRL)
0.61%0%39.35%2/20/2024
ExxonMobilExxonMobil (XOM)
0.61%0%26.04%9/28/2023
EthereumEthereum (ETH)
0.57%0%35.01%2/26/2025
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.56%5.39%15.58%-
ChevronChevron (CVX)
0.55%0%66.07%11/11/2024
Waste ManagementWaste Management (WM)
0.54%0%45.66%4/16/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.53%0%31.85%11/27/2023
Estee LauderEstee Lauder (EL)
0.51%0%31.07%4/8/2024
AlphabetAlphabet (GOOG)
0.5%0%25.05%9/9/2025
Public StoragePublic Storage (PSA)
0.48%0%32.64%12/5/2023
PepsiCoPepsiCo (PEP)
0.44%0%45.66%4/16/2024
Western UnionWestern Union (WU)
0.44%0%36.09%4/16/2024
MattelMattel (MAT)
0.38%0%29.19%10/31/2023
MicrosoftMicrosoft (MSFT)
0.37%0%18.15%1/30/2025
MetaMeta (META)
0.33%0%17.95%7/5/2023
iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
0.32%2.63%13.21%-
Levi'sLevi's (LEVI)
0.32%0%45.66%4/16/2024
VisaVisa (V)
0.31%0%45.66%4/16/2024
UnitedHealthUnitedHealth (UNH)
0.3%0%45.66%4/16/2024
AppleApple (AAPL)
0.3%0%17.95%9/9/2025
McDonald'sMcDonald's (MCD)
0.29%0%27.71%4/16/2024
KellanovaKellanova (K)
0.29%0%29.68%4/8/2024
Macy'sMacy's (M)
0.28%0%19.13%11/22/2023
General MillsGeneral Mills (GIS)
0.27%0%21.7%3/20/2024
American ExpressAmerican Express (AXP)
0.26%0%45.66%4/16/2024
NextEraNextEra (NEE)
0.25%0%19.33%2/20/2024
NestleNestle (NESN.ZU)
0.25%0%27.42%11/27/2023
Procter & GambleProcter & Gamble (PG)
0.24%0%45.66%4/16/2024
Service Corp IntlService Corp Intl (SCI)
0.24%0%33.53%12/14/2023
LandBridge Company LLCLandBridge Company LLC (LB)
0.22%0.41%45.96%-
UPSUPS (UPS)
0.21%0%37.48%1/23/2024
Cracker BarrelCracker Barrel (CBRL)
0.19%0%22.29%2/20/2024
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.17%0%20.02%2/20/2024
DigiDigi (DGII)
0.15%0.37%47.34%-
PfizerPfizer (PFE)
0.15%0%33.83%4/16/2024
Natural GrocersNatural Grocers (NGVC)
0.14%0.38%33.63%-
HPHP (HPQ)
0.13%0%28.8%10/27/2023
DisneyDisney (DIS)
0.13%0%30.47%11/13/2023
TargetTarget (TGT)
0.12%0%27.71%10/25/2023
Keurig Dr PepperKeurig Dr Pepper (KDP)
0.12%0%26.33%4/16/2024
Foot LockerFoot Locker (FL)
0.12%0%17.46%11/29/2023
ConAgraConAgra (CAG)
0.11%0%12.72%11/29/2023
American WaterAmerican Water (AWK)
0.11%0%19.63%4/16/2024
Global X MSCI Argentina ETFGlobal X MSCI Argentina ETF (ARGT)
0.1%0%9.17%2/27/2025
SensientSensient (SXT)
0.09%0%10.55%11/22/2023
Invesco QQQInvesco QQQ (QQQ)
0.08%0%9.17%2/27/2025
Flowers FoodsFlowers Foods (FLO)
0.08%0%12.62%11/27/2023
iShares Listed Private Equity UCITS ETFiShares Listed Private Equity UCITS ETF (IQQL.DE)
0.08%0%12.13%3/19/2025
WalmartWalmart (WMT)
0.08%0%13.81%4/16/2024
ZIMZIM (ZIM)
0.08%0%45.66%4/16/2024
Aspen Insurance Holdings LimitedAspen Insurance Holdings Limited (AHL)
0.08%0%8.97%8/8/2025
HersheyHershey (HSY)
0.08%0%13.02%3/19/2025
CaterpillarCaterpillar (CAT)
0.07%0%12.03%4/16/2024
ExlServiceExlService (EXLS)
0.07%0%8.09%10/25/2023
StarbucksStarbucks (SBUX)
0.07%0%13.02%4/16/2024
HumanaHumana (HUM)
0.07%0%10.06%10/27/2023
Extra SpaceExtra Space (EXR)
0.06%0%8.09%10/27/2023
Thermo FisherThermo Fisher (TMO)
0.06%0%30.67%11/15/2023
IDTIDT (IDT)
0.05%0%8.78%10/27/2023
YieldGrowthYieldGrowth
0.05%0%0.89%8/2/2023
SolarEdgeSolarEdge (SEDG)
0.05%0%7.5%10/23/2023
ModernaModerna (MRNA)
0.05%0%14.89%1/4/2024
Realty IncomeRealty Income (O)
0.05%0%6.61%11/15/2023
Clearway EnergyClearway Energy (CWEN)
0.05%0%9.96%10/31/2023
iShares Global Water UCITS ETF USDiShares Global Water UCITS ETF USD (IQQQ.DE)
0.04%1.8%4.24%-
EnphaseEnphase (ENPH)
0.04%0%6.61%10/27/2023
First Trust Water ETFFirst Trust Water ETF (FIW.US)
0.04%0%3.75%1/2/2025
DatadogDatadog (DDOG)
0.04%0%13.21%9/9/2025
VICI PropertiesVICI Properties (VICI)
0.04%0%7.1%3/11/2024
EPREPR (EPR)
0.03%0%2.56%1/27/2023
EZCORPEZCORP (EZPW)
0.03%0%26.33%9/9/2025
EndavaEndava (DAVA)
0.03%0%4.93%10/11/2023
Trade DeskTrade Desk (TTD)
0.03%0%10.06%8/8/2025
ICL GroupICL Group (ICL)
0.03%0%4.93%2/21/2023
CIBCCIBC (CM)
0.02%0%7.2%11/6/2023
DiageoDiageo (DEO)
0.02%0%4.73%10/27/2023
KLAKLA (KLAC)
0.02%0%7.99%9/9/2025
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.02%0%5.33%12/11/2024
NVIDIANVIDIA (NVDA)
0.01%0%7.4%9/9/2025
BGC GroupBGC Group (BGC)
0.01%0%6.71%9/9/2025
ResMedResMed (RMD)
0.01%0%10.45%11/22/2023
Monster BeverageMonster Beverage (MNST)
0.01%0.12%8.78%-
XRPXRP (XRP)
0.01%0%8.19%2/26/2025
CamecoCameco (CCJ)
0.01%0%5.23%2/25/2025
TeslaTesla (TSLA)
0.01%0%5.42%2/27/2025
FedExFedEx (FDX)
0.01%0%3.06%2/2/2023
Pilgrim's PridePilgrim's Pride (PPC)
0.01%0%2.17%3/19/2025
Tyson FoodsTyson Foods (TSN)
0.01%0%1.78%10/31/2023
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
0.01%0%4.64%3/19/2025
Monolithic PowerMonolithic Power (MPWR)
0%0%4.04%9/9/2025
eToro Group LTDeToro Group LTD (ETOR)
0%0%1.08%6/16/2025
ASMLASML (ASML.NV)
0%0%4.04%9/9/2025
Energy Select Sector SPDREnergy Select Sector SPDR (XLE)
0%0%2.96%12/11/2024
AMDAMD (AMD)
0%0%2.76%1/30/2025
MerckMerck (MRK)
0%0%2.76%4/11/2025
SamsaraSamsara (IOT)
0%0%0.69%6/16/2025
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0%0%2.37%11/11/2024
NikeNike (NKE)
0%0%0.99%1/11/2023
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
0%0%0.89%11/20/2024
MicroStrategyMicroStrategy (MSTR)
0%0%0.69%11/27/2024
CubeSmartCubeSmart (CUBE)
0%0%0.39%10/27/2023
Domino'sDomino's (DPZ)
0%0%0.49%11/20/2024
ProQRProQR (PRQR)
0%0%0.1%12/13/2024
Kellogg'sKellogg's (KLG)
0%0%0.1%10/4/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
15.01%15.78%
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
10.72%11.33%
CostcoCostco (COST)
7.37%10.77%
Berkshire HathawayBerkshire Hathaway (BRK.B)
8.58%10.21%
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
10.72%10.18%
BitcoinBitcoin (BTC)
2.14%2.62%
Global X Art Intel & TechGlobal X Art Intel & Tech (AIQ)
2.68%2.3%
EthereumEthereum (ETH)
2.14%1.68%
First Trust Water ETFFirst Trust Water ETF (FIW.US)
1.47%1.17%
Global X MSCI Argentina ETFGlobal X MSCI Argentina ETF (ARGT)
1.21%1.02%
Invesco QQQInvesco QQQ (QQQ)
0.8%0.68%
iShares Listed Private Equity UCITS ETFiShares Listed Private Equity UCITS ETF (IQQL.DE)
0.67%0.56%
LandBridge Company LLCLandBridge Company LLC (LB)
0.27%0.53%
Natural GrocersNatural Grocers (NGVC)
0.43%0.42%
DigiDigi (DGII)
0.27%0.32%
EZCORPEZCORP (EZPW)
0.13%0.11%
MicrosoftMicrosoft (MSFT)
0.13%0.11%
XRPXRP (XRP)
0.13%0.09%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments