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traderjoe197803
🇷🇴 Multi-Strategy Indices, Tech, and Financial Services Investor.
5 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
November 25, 2022
Lowest Cash
October 28, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
50 instruments
April 11, 2025
Least Diversified
0 instruments
February 2, 2025
Average
35.1 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarGE
99.91%
avatarJPM
99.91%
avatarBLK
99.91%
avatarBX
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 28, 2022
Lowest Exposure
November 25, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Electronic Technology
34.97%
Finance
23.23%
Cryptocurrencies
7.81%
Technology Services
6.93%
Producer Manufacturing
4.25%

Top Countries

Top 5

🇺🇸United States
81.05%
🇬🇧United Kingdom
2.37%
🇱🇺Luxembourg
1.6%
🇩🇪Germany
1.42%
🇨🇭Switzerland
0.57%

Holdings over time

(Since July 7, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NVIDIANVIDIA (NVDA)
10.49%11.23%94.9%-
AppleApple (AAPL)
4.69%2.7%99.91%-
JPMorganJPMorgan (JPM)
4.65%4.56%99.91%-
BitcoinBitcoin (BTC)
4.56%6.16%99.91%-
GEGE (GE)
4.42%3.75%99.91%-
BlackRockBlackRock (BLK)
3.96%2.52%99.91%-
AMDAMD (AMD)
3.86%2.61%97.59%-
TeslaTesla (TSLA)
3.46%2.57%97.59%-
BlackStoneBlackStone (BX)
3.41%2.21%99.91%-
Applied MaterialsApplied Materials (AMAT)
3.31%2.86%79.8%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.3%3.34%87.95%-
EthereumEthereum (ETH)
2.98%1.89%99.91%-
IntelIntel (INTC)
2.92%1.6%97.59%-
MastercardMastercard (MA)
2.88%2.07%89.53%-
AlphabetAlphabet (GOOG)
2.58%2.79%74.98%-
ARMARM (ARM)
2.37%3.59%62.19%-
MicrosoftMicrosoft (MSFT)
2.33%2.86%74.98%-
DJ30 Index (Non Expiry)DJ30 Index (Non Expiry) (DJ30)
2%0%24.75%4/21/2025
Coca-ColaCoca-Cola (KO)
1.79%1.14%92.77%-
AdecoagroAdecoagro (AGRO)
1.6%0%59.13%5/30/2024
ExxonMobilExxonMobil (XOM)
1.59%0.77%90.08%-
EnphaseEnphase (ENPH)
1.57%0%37.35%9/8/2023
CitiCiti (C)
1.49%2.15%79.15%-
General DynamicsGeneral Dynamics (GD)
1.44%0.86%83.13%-
Deutsche BankDeutsche Bank (DB)
1.42%1.86%77.94%-
RaytheonRaytheon (RTX)
1.4%0.87%87.95%-
GE HealthCareGE HealthCare (GEHC)
1.31%0.66%85.08%-
PalantirPalantir (PLTR)
1.23%6.45%32.16%-
Bank of AmericaBank of America (BAC)
1.14%1.25%79.15%-
GE VernovaGE Vernova (GEV)
0.94%3.26%43.65%-
Goldman SachsGoldman Sachs (GS)
0.91%2.5%50.79%-
AmerescoAmeresco (AMRC)
0.9%0%30.21%9/8/2023
BoeingBoeing (BA)
0.83%2%51.53%-
Aerojet Rocketdyne Holdings IncAerojet Rocketdyne Holdings Inc (AJRD)
0.78%0%22.06%8/2/2023
DellDell (DELL)
0.7%1.38%46.34%-
Kraft HeinzKraft Heinz (KHC)
0.61%0.47%76.27%-
C.H. RobinsonC.H. Robinson (CHRW)
0.57%0%35.03%9/8/2023
FerrariFerrari (RACE)
0.53%1.55%32.62%-
Beam TherapeuticsBeam Therapeutics (BEAM)
0.52%0%35.03%9/8/2023
NestleNestle (NESN.ZU)
0.49%0%44.02%8/6/2024
WalmartWalmart (WMT)
0.48%1.44%32.53%-
UiPathUiPath (PATH)
0.46%0.32%62.74%-
Republic ServicesRepublic Services (RSG)
0.43%0%6.77%9/28/2022
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.42%0%4.08%9/20/2023
AmazonAmazon (AMZN)
0.39%1.05%40.96%-
NetflixNetflix (NFLX)
0.34%1.83%21.96%-
Credit Suisse Group AGCredit Suisse Group AG (CSGN.ZU)
0.32%0%16.4%6/8/2023
CostcoCostco (COST)
0.31%1.19%27.71%-
Builders FirstSourceBuilders FirstSource (BLDR)
0.31%0.61%34.2%-
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.27%1.27%27.71%-
TwitterTwitter (TWTR)
0.26%0%6.95%10/28/2022
AramcoAramco (SAOC)
0.26%0.69%32.16%-
Duke EnergyDuke Energy (DUK)
0.24%0.61%33.92%-
NikeNike (NKE)
0.23%0.72%30.03%-
O-I GlassO-I Glass (OI)
0.23%0%13.81%9/8/2023
ExelonExelon (EXC)
0.22%0.54%33.92%-
GMGM (GM)
0.21%0.83%22.98%-
NextEraNextEra (NEE)
0.2%0.47%33.92%-
SupermicroSupermicro (SMCI)
0.19%0.42%44.49%-
ChipotleChipotle (CMG)
0.19%0.39%35.87%-
DogecoinDogecoin (DOGE)
0.16%0%27.99%9/8/2023
Terra ClassicTerra Classic (LUNC)
0.11%0%1.3%7/20/2022
TJXTJX (TJX)
0.11%0.56%16.68%-
Novo NordiskNovo Nordisk (NOVO-B.CO)
0.1%0.47%15.48%-
SamsungSamsung (SMSN.L)
0.08%0%11.31%8/6/2024
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.08%0%2.32%8/2/2024
UBSUBS (UBS)
0.08%0%12.79%9/23/2024
AlibabaAlibaba (BABA)
0.01%0%2.13%5/30/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NVIDIANVIDIA (NVDA)
6.74%11.55%
BitcoinBitcoin (BTC)
3.51%5.87%
JPMorganJPMorgan (JPM)
4.2%4.48%
AppleApple (AAPL)
3.83%4.05%
Berkshire HathawayBerkshire Hathaway (BRK.B)
4.49%3.91%
TeslaTesla (TSLA)
2.73%3.85%
PalantirPalantir (PLTR)
2.6%3.68%
ARMARM (ARM)
3.71%3.57%
AlphabetAlphabet (GOOG)
3.32%3.47%
Applied MaterialsApplied Materials (AMAT)
3.91%3.09%
GEGE (GE)
2.34%3%
BlackStoneBlackStone (BX)
2.15%2.68%
MicrosoftMicrosoft (MSFT)
3.03%2.67%
BlackRockBlackRock (BLK)
2.44%2.64%
AMDAMD (AMD)
3.09%2.54%
MastercardMastercard (MA)
2.46%2.49%
Goldman SachsGoldman Sachs (GS)
2.71%2.4%
GE VernovaGE Vernova (GEV)
0.78%2.36%
EthereumEthereum (ETH)
1.76%2.1%
BoeingBoeing (BA)
2.73%1.95%
CitiCiti (C)
1.95%1.9%
WalmartWalmart (WMT)
2.05%1.73%
FerrariFerrari (RACE)
2.34%1.64%
IntelIntel (INTC)
3.12%1.56%
DellDell (DELL)
2.34%1.53%
Bank of AmericaBank of America (BAC)
1.56%1.46%
Deutsche BankDeutsche Bank (DB)
1.17%1.34%
Warner Bros DiscoveryWarner Bros Discovery (WBD)
1.43%1.19%
AmazonAmazon (AMZN)
1.37%1.15%
Coca-ColaCoca-Cola (KO)
1.56%1.14%
GMGM (GM)
1.56%1.05%
NetflixNetflix (NFLX)
1.37%1.01%
CostcoCostco (COST)
1.37%0.98%
General DynamicsGeneral Dynamics (GD)
1.17%0.96%
NikeNike (NKE)
1.37%0.95%
Builders FirstSourceBuilders FirstSource (BLDR)
1.37%0.89%
GE HealthCareGE HealthCare (GEHC)
0.98%0.86%
ExxonMobilExxonMobil (XOM)
1.17%0.84%
RaytheonRaytheon (RTX)
0.98%0.84%
AramcoAramco (SAOC)
0.98%0.72%
Duke EnergyDuke Energy (DUK)
0.98%0.7%
Kraft HeinzKraft Heinz (KHC)
1.07%0.66%
ExelonExelon (EXC)
0.78%0.59%
NextEraNextEra (NEE)
0.78%0.56%
ChipotleChipotle (CMG)
0.78%0.55%
UiPathUiPath (PATH)
0.78%0.4%
SupermicroSupermicro (SMCI)
0.98%0.31%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments