roger53 avatar

roger53
🇫🇷 Macro Investor.
8 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
June 18, 2022
Lowest Cash
March 26, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
42 instruments
July 15, 2025
Least Diversified
0 instruments
February 2, 2025
Average
31.4 instruments

Most Consistent Holdings

Top 5

avatarCAP.PA
99.92%
avatarCS.PA
99.92%
avatarRI.PA
99.92%
avatarSAN.PA
99.92%
avatarSU.PA
99.92%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 26, 2024
Lowest Exposure
June 18, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
12.01%
Technology Services
10.2%
Finance
9.84%
Health Technology
9.78%
Consumer Services
6.56%

Top Countries

Top 5

🇫🇷France
66.83%
🇺🇸United States
9.38%
🇳🇱Netherlands
6.68%
🇪🇸Spain
4.77%
🇬🇧United Kingdom
4.15%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Schneider ElectricSchneider Electric (SU.PA)
4.98%5.35%99.92%-
ThalesThales (HO.PA)
4.42%6.66%95.48%-
LindeLinde (LIN)
4.15%4.11%99.92%-
AXAAXA (CS.PA)
4.06%4.69%99.92%-
BolloreBollore (BOL.PA)
3.76%3.06%99.92%-
SanofiSanofi (SAN.PA)
3.57%2.64%99.92%-
AirbusAirbus (AIR.PA)
3.55%4.21%98.02%-
MicrosoftMicrosoft (MSFT)
3.52%4.25%93.74%-
EiffageEiffage (FGR.PA)
3.31%3.27%99.92%-
Pernod RicardPernod Ricard (RI.PA)
3.26%1.61%99.92%-
CapgeminiCapgemini (CAP.PA)
3.19%2.05%99.92%-
WalmartWalmart (WMT)
3.1%4.42%91.99%-
AltenAlten (ATE.PA)
2.96%1.52%99.92%-
BNP ParibasBNP Paribas (BNP.PA)
2.9%3.44%91.59%-
EssilorLuxotticaEssilorLuxottica (EL.PA)
2.85%3.65%85.33%-
GetlinkGetlink (GET.PA)
2.71%2.33%93.1%-
ImerysImerys (NK.PA)
2.69%1.75%98.57%-
IberdrolaIberdrola (IBE.MC)
2.61%3.41%86.99%-
AppleApple (AAPL)
2.24%3.12%66.14%-
OrangeOrange (ORA.PA)
2.21%2.7%89.77%-
AmadeusAmadeus (AMS.MC)
2.16%3.05%68.83%-
VeoliaVeolia (VIE.PA)
1.96%2.52%71.53%-
ElisElis (ELIS.PA)
1.92%3.44%61.22%-
BioMerieuxBioMerieux (BIM.PA)
1.81%3.03%62.01%-
EdenredEdenred (EDEN.PA)
1.78%0.9%79.54%-
AccorAccor (AC.PA)
1.76%3.52%54.08%-
MonclerMoncler (MONC.MI)
1.73%1.94%66.69%-
ASMLASML (ASML.NV)
1.73%2.2%60.67%-
StellantisStellantis (STLAM.MI)
1.4%0%47.66%10/2/2023
SCORSCOR (SCR.PA)
1.39%2.39%56.78%-
Dassault SystemesDassault Systemes (DSY.PA)
1.34%1.92%51.47%-
SartoriusSartorius (DIM.PA)
1.21%1.06%76.69%-
AllianzAllianz (ALV.DE)
1.12%0%33.78%3/27/2023
TF1TF1 (TFI.PA)
1.03%0%31.09%2/20/2023
CarrefourCarrefour (CA.PA)
1%0%33.54%6/5/2023
TriganoTrigano (TRI.PA)
0.9%0%32.2%3/6/2023
Deutsche TelekomDeutsche Telekom (DTE.DE)
0.77%0%25.77%6/5/2023
ArkemaArkema (AKE.PA)
0.77%0%20.38%9/26/2022
PublicisPublicis (PUB.PA)
0.69%0%19.59%5/29/2023
Saint-GobainSaint-Gobain (SGO.PA)
0.67%0%14.59%7/4/2022
Deutsche PostDeutsche Post (DHL.DE)
0.54%0%19.11%9/4/2022
MichelinMichelin (ML.PA)
0.53%0%14.59%7/4/2022
VolkswagenVolkswagen (VOW3.DE)
0.5%0%16.65%9/4/2022
EngieEngie (ENGI.PA)
0.44%0%13.8%1/16/2023
PfizerPfizer (PFE)
0.33%0%12.05%2/21/2023
JCDecauxJCDecaux (DEC.PA)
0.32%0%13.64%8/28/2023
AdeccoAdecco (ADEN.ZU)
0.28%0%7.93%4/11/2022
NexityNexity (NXI.PA)
0.23%0%6.82%3/28/2022
Societe GeneraleSociete Generale (GLE.PA)
0.11%0%3.09%2/25/2022
McKessonMcKesson (MCK)
0.05%0.28%19.51%-
Bureau VeritasBureau Veritas (BVI.PA)
0.05%0%1.35%1/17/2022
VerizonVerizon (VZ)
0.04%0.12%30.06%-
GarminGarmin (GRMN)
0.04%0.16%23.71%-
HasbroHasbro (HAS)
0.03%0.14%24.98%-
TotalEnergiesTotalEnergies (TTE.PA)
0.03%0.11%23.95%-
QualcommQualcomm (QCOM)
0.03%0.11%23.71%-
Realty IncomeRealty Income (O)
0.03%0.11%22.05%-
DardenDarden (DRI)
0%0.11%2.38%-
MicronMicron (MU)
0%0.12%1.9%-
Globe LifeGlobe Life (GL)
0%0.12%0.24%-
JPMorganJPMorgan (JPM)
0%0.12%0.24%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Schneider ElectricSchneider Electric (SU.PA)
3.17%6.03%
WalmartWalmart (WMT)
3.17%4.69%
LindeLinde (LIN)
3.48%4.18%
AXAAXA (CS.PA)
3.17%4.18%
AppleApple (AAPL)
3.03%4.16%
ThalesThales (HO.PA)
3.09%4%
MicrosoftMicrosoft (MSFT)
2.87%3.96%
AirbusAirbus (AIR.PA)
3.17%3.87%
AccorAccor (AC.PA)
3.03%3.76%
BolloreBollore (BOL.PA)
3.75%3.73%
EssilorLuxotticaEssilorLuxottica (EL.PA)
2.56%3.72%
SanofiSanofi (SAN.PA)
3.33%3.26%
AmadeusAmadeus (AMS.MC)
3.03%3.21%
IberdrolaIberdrola (IBE.MC)
2.7%3.11%
ElisElis (ELIS.PA)
3.03%2.93%
BioMerieuxBioMerieux (BIM.PA)
3.03%2.88%
BNP ParibasBNP Paribas (BNP.PA)
2.65%2.88%
EiffageEiffage (FGR.PA)
3.17%2.73%
ASMLASML (ASML.NV)
3.03%2.66%
CapgeminiCapgemini (CAP.PA)
3.17%2.65%
GetlinkGetlink (GET.PA)
3.06%2.57%
VeoliaVeolia (VIE.PA)
2.89%2.51%
Dassault SystemesDassault Systemes (DSY.PA)
3.03%2.32%
MonclerMoncler (MONC.MI)
3.03%2.26%
SCORSCOR (SCR.PA)
3.03%2.24%
ImerysImerys (NK.PA)
3.39%2.21%
Pernod RicardPernod Ricard (RI.PA)
3.33%2.21%
OrangeOrange (ORA.PA)
2.95%2.18%
AltenAlten (ATE.PA)
3.37%1.92%
EdenredEdenred (EDEN.PA)
2.47%1.44%
SartoriusSartorius (DIM.PA)
2.8%1.27%
McKessonMcKesson (MCK)
0.31%0.25%
GarminGarmin (GRMN)
0.16%0.16%
VerizonVerizon (VZ)
0.16%0.13%
Realty IncomeRealty Income (O)
0.16%0.12%
QualcommQualcomm (QCOM)
0.16%0.12%
TotalEnergiesTotalEnergies (TTE.PA)
0.16%0.12%
HasbroHasbro (HAS)
0.16%0.11%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments