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rafaeldfl
🇧🇷 Value Financial Services and Software Investor.
827 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
July 25, 2024
Lowest Cash
March 17, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
October 31, 2024
Least Diversified
6 instruments
April 5, 2025
Average
9.5 instruments

Most Consistent Holdings

Top 5

avatarBRK.B
98.57%
avatarMETA
93.33%
avatarAXP
86.19%
avatarGOOG
84.64%
avatarJPM
81.43%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 17, 2023
Lowest Exposure
July 25, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
41.25%
Technology Services
29.45%
Electronic Technology
11.47%
ETFs
5.6%
Retail Trade
4.05%

Top Countries

Top 5

🇺🇸United States
82.48%
🇨🇳China
4.25%
🇩🇪Germany
3.48%
🇫🇷France
2.05%
🇳🇱Netherlands
1.31%

Holdings over time

(Since March 15, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
21.61%0%98.57%7/7/2025
AlphabetAlphabet (GOOG)
13.14%39.3%84.64%-
MetaMeta (META)
10.92%0%93.33%6/23/2025
JPMorganJPMorgan (JPM)
6.64%0%81.43%2/25/2025
AppleApple (AAPL)
6.43%0%61.19%1/21/2025
American ExpressAmerican Express (AXP)
5.59%3.4%86.19%-
SPDR S&P Regional Banking ETFSPDR S&P Regional Banking ETF (KRE)
5.35%0%39.76%5/6/2024
AlibabaAlibaba (BABA)
4.05%0%40.83%4/4/2025
VisaVisa (V)
3.74%7.81%47.5%-
CoinbaseCoinbase (COIN)
3.41%0%70.48%11/4/2024
NVIDIANVIDIA (NVDA)
3.36%0%23.33%3/25/2025
DowDow (DOW)
2.15%0%23.57%10/2/2023
BASFBASF (BAS.DE)
2.07%0%23.45%10/2/2023
MicrosoftMicrosoft (MSFT)
1.64%0%24.29%3/12/2025
L'OréalL'Oréal (OR.PA)
1.57%7.5%16.55%-
SAPSAP (SAP)
1.32%12.35%10.71%-
ASMLASML (ASML)
1.31%0%17.14%3/27/2025
SalesforceSalesforce (CRM)
1%0%25%12/31/2024
OccidentalOccidental (OXY)
0.97%0%23.57%10/2/2023
AdobeAdobe (ADBE)
0.71%0%22.5%12/31/2024
PalantirPalantir (PLTR)
0.48%0%6.9%3/27/2025
LVMHLVMH (MC.PA)
0.48%14.8%6.67%-
Bank of AmericaBank of America (BAC)
0.26%0%2.74%4/6/2023
Novo-NordiskNovo-Nordisk (NVO)
0.24%0%4.05%2/4/2025
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
0.22%0%0.95%5/6/2025
CarnivalCarnival (CCL)
0.21%0%1.55%4/1/2025
BaiduBaidu (BIDU)
0.2%0%3.93%4/4/2025
Lockheed MartinLockheed Martin (LMT)
0.12%0%1.79%3/12/2025
RheinmetallRheinmetall (RHM.DE)
0.1%0%1.9%3/19/2025
BAE SystemsBAE Systems (BA.L)
0.08%0%1.9%3/19/2025
General DynamicsGeneral Dynamics (GD)
0.06%0%1.79%3/12/2025
AccentureAccenture (ACN)
0.04%0%1.31%3/3/2025
iShares Gold TrustiShares Gold Trust (IAU)
0.03%0%0.6%11/4/2024
DisneyDisney (DIS)
0.03%0%0.71%2/25/2025
TeslaTesla (TSLA)
0.02%14.08%0.12%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Berkshire HathawayBerkshire Hathaway (BRK.B)
22.81%22.7%
NVIDIANVIDIA (NVDA)
19.53%18.94%
AlibabaAlibaba (BABA)
15.41%13.57%
VisaVisa (V)
9.93%10.05%
ASMLASML (ASML)
10.74%9.99%
MetaMeta (META)
5.23%7.05%
JPMorganJPMorgan (JPM)
5.98%7.03%
AppleApple (AAPL)
4.98%5.76%
MicrosoftMicrosoft (MSFT)
5.41%4.91%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments