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nunorigol
🇵🇹 Financial Services 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
June 14, 2024
Lowest Cash
July 8, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
79 instruments
April 4, 2023
Least Diversified
0 instruments
February 2, 2025
Average
66.8 instruments

Most Consistent Holdings

Top 5

avatarMMM
99.87%
avatarT
99.87%
avatarBABA
99.87%
avatarNESN.ZU
99.87%
avatarWBA
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
July 8, 2023
Lowest Exposure
June 14, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
52.69%
Finance
21.17%
Consumer Non Durables
7.95%
Health Technology
5.06%
Cryptocurrencies
2.09%

Top Countries

Top 5

🇺🇸United States
36.42%
🇨🇭Switzerland
2.26%
🇬🇧United Kingdom
2.14%
🇨🇳China
1.16%
🇪🇸Spain
0.6%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
13.66%19.26%99.87%-
Invesco QQQInvesco QQQ (QQQ)
9.62%12.88%99.87%-
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
7.58%9.61%99.87%-
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
4.2%4.7%99.87%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
3.93%2.32%99.87%-
Realty IncomeRealty Income (O)
2.92%4.88%99.87%-
Johnson & JohnsonJohnson & Johnson (JNJ)
2.59%0%99.37%3/7/2025
NestleNestle (NESN.ZU)
2.26%1.86%99.87%-
Vanguard Value ETFVanguard Value ETF (VTV)
2.08%2.67%99.87%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
1.89%0%63.29%5/23/2024
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
1.86%0%79.24%9/27/2024
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
1.79%0%65.82%6/13/2024
Agree RealtyAgree Realty (ADC)
1.64%2.61%99.87%-
AbbVieAbbVie (ABBV)
1.54%0%83.54%11/1/2024
WP CareyWP Carey (WPC)
1.51%3.25%99.87%-
T. Rowe PriceT. Rowe Price (TROW)
1.49%2.51%99.87%-
Invitation HomesInvitation Homes (INVH)
1.22%2.65%99.87%-
HormelHormel (HRL)
1.2%1.77%99.87%-
Kimberly-ClarkKimberly-Clark (KMB)
1.18%0%62.28%5/15/2024
Main Street CapitalMain Street Capital (MAIN)
1.17%1.32%99.87%-
AlibabaAlibaba (BABA)
1.16%1.32%99.87%-
STAGSTAG (STAG)
1.13%1.34%99.87%-
AltriaAltria (MO)
1.08%1.6%90%-
ColgateColgate (CL)
1.06%0%49.24%2/1/2024
Invesco NASDAQ Next Gen 100 ETFInvesco NASDAQ Next Gen 100 ETF (QQQJ)
1.05%0.73%99.87%-
Vanguard Small-Cap Growth ETFVanguard Small-Cap Growth ETF (VBK)
1.02%0%84.81%11/11/2024
Digital RealtyDigital Realty (DLR)
0.98%0.93%99.87%-
AvalonBayAvalonBay (AVB)
0.93%1%99.87%-
AlexandriaAlexandria (ARE)
0.92%1.8%99.87%-
Build and BuildBuild and Build (BNB)
0.91%0%52.03%2/23/2024
UnileverUnilever (ULVR.L)
0.88%0%59.87%4/26/2024
NextEraNextEra (NEE)
0.86%1.25%76.58%-
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.85%0.82%99.87%-
Ares CapitalAres Capital (ARCC)
0.8%0.75%99.87%-
3M3M (MMM)
0.8%0.51%99.87%-
Rio TintoRio Tinto (RIO)
0.78%0.72%99.87%-
AT&TAT&T (T)
0.7%0.39%99.87%-
Extra SpaceExtra Space (EXR)
0.69%0.79%99.87%-
PfizerPfizer (PFE)
0.67%0.59%91.52%-
VerizonVerizon (VZ)
0.66%0.7%95.06%-
NNNNNN (NNN)
0.63%1.02%99.87%-
Leggett & PlattLeggett & Platt (LEG)
0.63%0.18%99.87%-
EthereumEthereum (ETH)
0.61%0%88.35%12/9/2024
Red ElectricaRed Electrica (RED.MC)
0.6%0%86.2%11/22/2024
BitcoinBitcoin (BTC)
0.56%1.95%99.87%-
Medical Properties TrustMedical Properties Trust (MPW)
0.56%0.42%99.87%-
iShares Edge MSCI USA MomentumiShares Edge MSCI USA Momentum (MTUM)
0.56%0%48.23%1/24/2024
Vanguard Growth ETFVanguard Growth ETF (VUG)
0.53%0%40%11/20/2023
Essex Property TrustEssex Property Trust (ESS)
0.52%0.75%99.87%-
WalgreensWalgreens (WBA)
0.51%0.3%99.87%-
ARK Innovation ETFARK Innovation ETF (ARKK)
0.5%0.4%99.87%-
JPMorganJPMorgan (JPM)
0.5%0%58.1%4/12/2024
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
0.49%0.31%99.87%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.47%0.38%99.87%-
Avery DennisonAvery Dennison (AVY)
0.45%0%57.09%4/4/2024
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
0.45%0.24%99.87%-
ValeroValero (VLO)
0.44%0%32.53%9/21/2023
EquinixEquinix (EQIX)
0.41%0.82%99.87%-
LTC PropertiesLTC Properties (LTC.US)
0.4%0.58%99.87%-
PrologisPrologis (PLD)
0.4%0.94%99.87%-
Arbor RealtyArbor Realty (ABR)
0.38%0.42%99.87%-
MDC Holdings IncMDC Holdings Inc (MDC)
0.37%0%59.62%4/24/2024
Vanguard Information TechnologyVanguard Information Technology (VGT)
0.34%0%9.87%3/22/2023
VICI PropertiesVICI Properties (VICI)
0.31%0.87%46.58%-
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
0.31%0%42.91%12/13/2023
Procter & GambleProcter & Gamble (PG)
0.29%0%76.2%9/3/2024
Federal RealtyFederal Realty (FRT)
0.29%0.26%99.87%-
MedtronicMedtronic (MDT.US)
0.28%0%74.43%8/20/2024
CubeSmartCubeSmart (CUBE)
0.25%0.19%99.37%-
AppleApple (AAPL)
0.22%0%65.7%6/12/2024
American TowerAmerican Tower (AMT)
0.22%0.32%67.34%-
Eastman ChemicalEastman Chemical (EMN)
0.17%0%58.1%4/12/2024
CiscoCisco (CSCO)
0.15%0%56.2%4/16/2024
EnbridgeEnbridge (ENB)
0.11%0%12.53%4/12/2023
Starwood Property TrustStarwood Property Trust (STWD)
0.1%0.07%99.87%-
Omega HealthcareOmega Healthcare (OHI)
0.1%0%31.65%9/14/2023
CaterpillarCaterpillar (CAT)
0.08%0%43.8%12/20/2023
SBASBA (SBAC)
0.07%0.2%39.49%-
SimonSimon (SPG)
0.06%0%42.91%12/13/2023
Physicians Realty TrustPhysicians Realty Trust (DOC.Acquired)
0.05%0%53.29%3/4/2024
Store Capital Corp.Store Capital Corp. (STOR)
0.05%0%4.43%2/6/2023
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.04%0%72.15%8/2/2024
Banco Santander BrasilBanco Santander Brasil (BSBR)
0.03%0%20.51%6/15/2023
WelltowerWelltower (WELL)
0.03%0%19.75%6/9/2023
SolventumSolventum (SOLV)
0.01%0%15.32%8/2/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.01%0%1.01%8/15/2024
SolanaSolana (SOL)
0.01%0.87%1.77%-
OrpeaOrpea (EMEIS.PA)
0%0%1.01%4/11/2023
Net Lease Office PropertiesNet Lease Office Properties (NLOP)
0%0%3.42%11/29/2023

Exposure over time

Exposure by Sector

  • ETFs
  • Finance
  • Consumer Non Durables
  • Health Technology
  • Cryptocurrencies
  • Retail Trade
  • Other

Exposure by Country

  • United States
  • Switzerland
  • United Kingdom
  • China
  • Spain
  • Ireland
  • Other

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
17.63%18.75%
Invesco QQQInvesco QQQ (QQQ)
10.76%13.84%
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
10.76%10.25%
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
3.98%4.8%
Realty IncomeRealty Income (O)
4.88%4.46%
WP CareyWP Carey (WPC)
3.26%2.77%
Vanguard Value ETFVanguard Value ETF (VTV)
2.35%2.72%
T. Rowe PriceT. Rowe Price (TROW)
2.89%2.63%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.45%2.53%
Agree RealtyAgree Realty (ADC)
2.26%2.49%
Invitation HomesInvitation Homes (INVH)
2.8%2.48%
HormelHormel (HRL)
2.26%1.91%
Johnson & JohnsonJohnson & Johnson (JNJ)
2.06%1.88%
AlexandriaAlexandria (ARE)
1.99%1.69%
NestleNestle (NESN.ZU)
2.35%1.61%
AltriaAltria (MO)
1.27%1.48%
Main Street CapitalMain Street Capital (MAIN)
0.99%1.39%
NextEraNextEra (NEE)
1.18%1.23%
Digital RealtyDigital Realty (DLR)
0.72%1.17%
AvalonBayAvalonBay (AVB)
0.99%1.06%
STAGSTAG (STAG)
1.09%1.02%
EquinixEquinix (EQIX)
0.81%0.97%
AlibabaAlibaba (BABA)
2.26%0.87%
Vanguard Real Estate ETFVanguard Real Estate ETF (VNQ)
0.9%0.83%
Invesco NASDAQ Next Gen 100 ETFInvesco NASDAQ Next Gen 100 ETF (QQQJ)
0.9%0.79%
Extra SpaceExtra Space (EXR)
0.72%0.79%
PrologisPrologis (PLD)
0.81%0.79%
BitcoinBitcoin (BTC)
0.36%0.77%
Ares CapitalAres Capital (ARCC)
0.72%0.76%
Essex Property TrustEssex Property Trust (ESS)
0.63%0.74%
VICI PropertiesVICI Properties (VICI)
0.72%0.72%
NNNNNN (NNN)
0.72%0.72%
Rio TintoRio Tinto (RIO)
0.72%0.7%
VerizonVerizon (VZ)
0.54%0.63%
3M3M (MMM)
0.81%0.62%
PfizerPfizer (PFE)
0.9%0.61%
LTC PropertiesLTC Properties (LTC.US)
0.54%0.58%
ARK Innovation ETFARK Innovation ETF (ARKK)
0.9%0.5%
Arbor RealtyArbor Realty (ABR)
0.36%0.39%
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
0.49%0.38%
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
0.54%0.38%
AT&TAT&T (T)
0.45%0.34%
Federal RealtyFederal Realty (FRT)
0.27%0.3%
Medical Properties TrustMedical Properties Trust (MPW)
0.99%0.29%
American TowerAmerican Tower (AMT)
0.27%0.28%
WalgreensWalgreens (WBA)
0.9%0.26%
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
0.45%0.25%
Leggett & PlattLeggett & Platt (LEG)
0.9%0.22%
CubeSmartCubeSmart (CUBE)
0.18%0.19%
SBASBA (SBAC)
0.18%0.19%
Starwood Property TrustStarwood Property Trust (STWD)
0.09%0.07%

Cash Exposure Over Time

Cash Exposure % Over Time