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paolalizarralde
🇳🇴 Tech, ETF, and Other Investor.
1 copier.

Cash Allocation

Range

Highest Cash
February 22, 2024
Lowest Cash
February 23, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
18 instruments
July 12, 2024
Least Diversified
0 instruments
February 22, 2024
Average
10 instruments

Most Consistent Holdings

Top 5

avatarNVDA
99.42%
avatarDHER.DE
91.57%
avatarVOO
91.57%
avatarMSFT
83.14%
avatarNKE
65.41%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 23, 2024
Lowest Exposure
February 22, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
49.07%
Electronic Technology
15.84%
Technology Services
9.96%
Consumer Non Durables
4.35%
Finance
1.83%

Top Countries

Top 5

🇺🇸United States
25.79%
🇩🇪Germany
4.53%
🇨🇦Canada
1.07%
🇫🇷France
0.85%
🇬🇧United Kingdom
0.6%

Number of Instruments

Holdings over time

(Since February 22, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
31.44%0%91.57%2/1/2025
NVIDIANVIDIA (NVDA)
9.89%0%99.42%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
9.07%0%47.09%10/11/2024
Delivery HeroDelivery Hero (DHER.DE)
4.53%0%91.57%2/1/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
3.85%0%35.17%2/1/2025
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
3.77%0%35.17%2/1/2025
NikeNike (NKE)
3.5%0%65.41%2/1/2025
AdobeAdobe (ADBE)
2.8%0%45.93%8/27/2024
MicrosoftMicrosoft (MSFT)
2.63%0%83.14%2/1/2025
AMDAMD (AMD)
2.45%0%33.72%7/16/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.83%0%42.73%8/16/2024
IntelIntel (INTC)
1.41%0%59.59%2/1/2025
LululemonLululemon (LULU)
1.07%0%59.59%2/1/2025
AppleApple (AAPL)
1.01%0%14.53%5/2/2024
LVMHLVMH (MC.PA)
0.85%0%59.3%2/1/2025
ARMARM (ARM)
0.6%0%8.14%4/9/2024
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
0.57%0%26.74%2/1/2025
TSMCTSMC (TSM)
0.46%0%7.85%4/9/2024
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
0.25%0%12.79%7/31/2024
PDD HoldingsPDD Holdings (PDD)
0.16%0%18.31%2/1/2025
SPDR GoldSPDR Gold (GLD)
0.11%0%12.79%2/1/2025
Builders FirstSourceBuilders FirstSource (BLDR)
0.1%0%13.95%8/27/2024
VisaVisa (V)
0.08%0%13.66%8/26/2024
AlibabaAlibaba (BABA)
0.05%0%9.59%2/1/2025
MastercardMastercard (MA)
0.04%0%4.36%7/25/2024
PayPalPayPal (PYPL)
0.04%0%4.07%7/24/2024
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.03%0%4.36%2/1/2025
ASMLASML (ASML.NV)
0.01%0%1.45%2/1/2025
Dr. Reddy'sDr. Reddy's (RDY)
0.01%0%1.45%2/1/2025
SupermicroSupermicro (SMCI)
0.01%0%0.29%6/27/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		24.09%25.9%
      iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
      		14.59%13.71%
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		14.59%13.17%
      NVIDIANVIDIA (NVDA)
      		6.43%8.13%
      NikeNike (NKE)
      		6.19%5.5%
      IntelIntel (INTC)
      		3.8%3.19%
      MicrosoftMicrosoft (MSFT)
      		3.18%3.15%
      SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
      		2.65%2.65%
      LululemonLululemon (LULU)
      		2.03%2.64%
      LVMHLVMH (MC.PA)
      		2.48%2.46%
      Delivery HeroDelivery Hero (DHER.DE)
      		2.12%2.17%
      SPDR GoldSPDR Gold (GLD)
      		0.88%0.87%
      PDD HoldingsPDD Holdings (PDD)
      		0.44%0.44%
      AlibabaAlibaba (BABA)
      		0.44%0.44%

      Cash Exposure Over Time

      Cash Exposure % Over Time