vitormcpedro avatar

vitormcpedro
🇵🇹 Consumable Goods and Retail Investor.
3 copiers.

Cash Allocation

Range

Highest Cash
June 3, 2023
Lowest Cash
January 3, 2025
Average Cash

Portfolio Diversification

Range

Most Diversified
16 instruments
January 3, 2025
Least Diversified
0 instruments
February 2, 2025
Average
11.5 instruments

Most Consistent Holdings

Top 5

avatarBRK.B
99.87%
avatarBABA
99.87%
avatarSAP.DE
99.87%
avatarROG.ZU
99.87%
avatarNVS
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 3, 2025
Lowest Exposure
June 3, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Retail Trade
12.07%
Finance
9.27%
Technology Services
7.51%
Health Technology
6.52%
Consumer Non Durables
2.51%

Top Countries

Top 5

🇺🇸United States
18.83%
🇨🇭Switzerland
6.52%
🇩🇪Germany
5.33%
🇨🇳China
4.12%
🇵🇹Portugal
3.92%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Berkshire HathawayBerkshire Hathaway (BRK.B)
5.29%0%99.87%2/1/2025
AlibabaAlibaba (BABA)
4.12%0%99.87%2/1/2025
Jeronimo MartinsJeronimo Martins (JMT.LSB)
3.92%0%99.87%2/1/2025
CognizantCognizant (CTSH)
3.91%0%72.24%2/1/2025
SAPSAP (SAP.DE)
3.6%0%99.87%2/1/2025
RocheRoche (ROG.ZU)
3.25%0%99.87%2/1/2025
NovartisNovartis (NVS)
3.13%0%99.87%2/1/2025
AgeasAgeas (AGS.BR)
2.92%0%99.87%2/1/2025
Academy SportsAcademy Sports (ASO)
2.11%0%8.1%2/1/2025
AutoNationAutoNation (AN)
1.92%0%39.44%2/1/2025
AdidasAdidas (ADS.DE)
1.73%0%65.47%5/16/2024
PayPalPayPal (PYPL)
1.61%0%31.74%2/1/2025
DisneyDisney (DIS)
1.39%0%31.74%2/1/2025
BrookfieldBrookfield (BAM)
1.06%0%42.9%2/1/2025
FoxFox (FOXF)
0.92%0%43.16%2/1/2025
IntelIntel (INTC)
0.9%0%45.68%12/18/2023
CrocsCrocs (CROX)
0.79%0%3.98%2/1/2025
SandozSandoz (SDZNY)
0.14%0%64.01%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Academy SportsAcademy Sports (ASO)
      		28.3%29.8%
      PayPalPayPal (PYPL)
      		3.77%4.43%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		1.89%4.29%
      CognizantCognizant (CTSH)
      		3.77%3.98%
      DisneyDisney (DIS)
      		3.77%3.74%
      AutoNationAutoNation (AN)
      		3.77%3.62%
      SAPSAP (SAP.DE)
      		1.89%3.54%
      RocheRoche (ROG.ZU)
      		3.77%3.31%
      AlibabaAlibaba (BABA)
      		5.66%2.78%
      FoxFox (FOXF)
      		3.77%2.58%
      Jeronimo MartinsJeronimo Martins (JMT.LSB)
      		1.89%2.37%
      BrookfieldBrookfield (BAM)
      		1.89%2.18%
      AgeasAgeas (AGS.BR)
      		1.89%2.18%
      NovartisNovartis (NVS)
      		1.89%2.05%
      SandozSandoz (SDZNY)
      		0%0.17%

      Cash Exposure Over Time

      Cash Exposure % Over Time