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rjms1979
🇵🇹 Tech and Financial Services Investor.
2 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
March 8, 2022
Lowest Cash
December 7, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
11 instruments
February 27, 2024
Least Diversified
7 instruments
March 1, 2022
Average
8.4 instruments

Most Consistent Holdings

Top 5

avatarINTC
100%
avatarAGNC
100%
avatarPYPL
100%
avatarNLY
100%
avatarARR
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
December 7, 2024
Lowest Exposure
March 8, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
30.44%
Electronic Technology
13%
Consumer Durables
5.38%
Commercial Services
3.06%
Consumer Non Durables
2.16%

Top Countries

Top 5

🇺🇸United States
50.85%
🇩🇪Germany
3.22%
🇯🇵Japan
0.64%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
IntelIntel (INTC)
13%16.26%100%-
AGNCAGNC (AGNC)
11.39%15.29%100%-
ARMOUR Residential REITARMOUR Residential REIT (ARR)
9.43%8.72%100%-
AnnalyAnnaly (NLY)
5.4%7.81%100%-
Block Inc.Block Inc. (XYZ)
4.23%4.52%99.03%-
VolkswagenVolkswagen (VOW3.DE)
3.22%8.14%41.52%-
PayPalPayPal (PYPL)
3.06%3.73%100%-
HasbroHasbro (HAS)
1.52%0%74.73%8/28/2024
USD/RUBUSD/RUB (USDRUB)
1.24%0%5.21%2/28/2022
General MillsGeneral Mills (GIS)
1.08%4.34%24.47%-
Campbell SoupCampbell Soup (CPB)
1.08%4.22%24.47%-
Fintech Acquisition Corp. VFintech Acquisition Corp. V (FTCV)
0.67%0%28.53%12/9/2022
NintendoNintendo (NTDOY)
0.64%0%32.07%7/10/2024
VanEck Vectors Russia ETFVanEck Vectors Russia ETF (RSX)
0.56%0%5.21%2/28/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      IntelIntel (INTC)
      		18.13%16.32%
      AGNCAGNC (AGNC)
      		15.54%13.98%
      ARMOUR Residential REITARMOUR Residential REIT (ARR)
      		14.24%8.92%
      VolkswagenVolkswagen (VOW3.DE)
      		6.23%7.01%
      AnnalyAnnaly (NLY)
      		7.77%6.75%
      Block Inc.Block Inc. (XYZ)
      		6.47%6.6%
      PayPalPayPal (PYPL)
      		4.53%4.66%
      General MillsGeneral Mills (GIS)
      		3.44%4.42%
      Campbell SoupCampbell Soup (CPB)
      		3.34%4.36%

      Cash Exposure Over Time

      Cash Exposure % Over Time