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xavibank87
🇪🇸 Income 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
February 6, 2024
Lowest Cash
November 14, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
41 instruments
November 30, 2024
Least Diversified
11 instruments
January 22, 2022
Average
27 instruments

Most Consistent Holdings

Top 5

avatarDIS
100%
avatarCLOU
100%
avatarICLN
100%
avatarAMZN
94.97%
avatarMSFT
90.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 14, 2023
Lowest Exposure
February 6, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
34.46%
ETFs
13.26%
Consumer Services
7.88%
Retail Trade
6.73%
Technology Services
6.45%

Top Countries

Top 5

🇺🇸United States
66.83%
🇬🇧United Kingdom
4.53%
🇳🇱Netherlands
2.03%
🇨🇦Canada
1.72%
🇱🇺Luxembourg
1.36%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Realty IncomeRealty Income (O)
20.01%16.74%90.03%-
GreenbullInvestGreenbullInvest
6.64%0%27.1%11/18/2022
Bank of AmericaBank of America (BAC)
5.62%0%65.31%7/16/2024
AmazonAmazon (AMZN)
4.98%2.28%94.97%-
StarbucksStarbucks (SBUX)
4.06%3.93%66.9%-
MicrosoftMicrosoft (MSFT)
3.56%4.23%90.91%-
AT&TAT&T (T)
3.15%0%59.05%3/4/2025
DisneyDisney (DIS)
3.13%2.9%100%-
iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
2.87%0.36%100%-
Global X Cloud Computing ETFGlobal X Cloud Computing ETF (CLOU)
2.75%0.45%100%-
SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
2.65%3.63%31.69%-
Coca-ColaCoca-Cola (KO)
2.34%0.88%61.69%-
NetflixNetflix (NFLX)
2.31%0%67.43%3/4/2024
BlackRockBlackRock (BLK)
2.23%0.66%12.36%-
VerizonVerizon (VZ)
2.12%0%32.74%2/5/2024
Host HotelsHost Hotels (HST)
1.97%0%40.86%12/19/2023
CoinbaseCoinbase (COIN)
1.74%0%79.61%7/22/2024
AppleApple (AAPL)
1.69%2.31%66.55%-
BarrickBarrick (GOLD.BARRICK)
1.62%0%43.07%7/2/2024
Iboxx $ High Yield Corporate Bd IsharesIboxx $ High Yield Corporate Bd Ishares (HYG)
1.57%0%23.39%2/5/2024
StellantisStellantis (STLAM.MI)
1.56%6.92%21.27%-
VisaVisa (V)
1.5%4.8%31.95%-
RedrowRedrow (RDW.L)
1.47%0%28.42%12/28/2023
Rio TintoRio Tinto (RIO)
1.35%3.78%24.1%-
TerniumTernium (TX)
1.35%5.19%32.74%-
BoeingBoeing (BA)
1.26%0%48.28%7/27/2023
Willis Towers WatsonWillis Towers Watson (WTW)
1.25%0%19.68%11/13/2023
iShares MSCI World Quality Dividend ESG UCITS ETFiShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE)
1.18%8.46%20.12%-
WalmartWalmart (WMT)
1.05%0%49.96%3/4/2025
Consumer Discret Select Sector SPDRConsumer Discret Select Sector SPDR (XLY)
0.77%0%27.45%7/18/2023
McDonald'sMcDonald's (MCD)
0.68%2.3%24.1%-
NikeNike (NKE)
0.57%2.25%29.92%-
TeslaTesla (TSLA)
0.53%0.64%26.3%-
ASMLASML (ASML.NV)
0.47%3.78%13.59%-
AlphabetAlphabet (GOOGL)
0.41%1.68%20.04%-
AllianzAllianz (ALV.DE)
0.41%3.28%13.59%-
PepsiCoPepsiCo (PEP)
0.4%3.11%21.54%-
NestleNestle (NESN.ZU)
0.4%2.39%17.12%-
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
0.39%0%6.62%11/17/2022
LVMHLVMH (MC.PA)
0.38%2.24%15.8%-
Global SuperDividend US ETFGlobal SuperDividend US ETF (DIV)
0.3%0%4.24%11/4/2022
NioNio (NIO)
0.25%0%4.77%4/10/2024
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.25%0%33.63%12/19/2023
AlibabaAlibaba (BABA)
0.23%0%70.79%2/14/2025
LloydsLloyds (LYG)
0.22%0%8.03%11/28/2022
Banco SantanderBanco Santander (SAN)
0.2%0%10.41%2/14/2024
InditexInditex (ITX.MC)
0.19%0.47%22.86%-
VodafoneVodafone (VOD.L)
0.19%0.59%20.12%-
IntelIntel (INTC)
0.17%0%12.97%2/13/2025
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
0.17%0%15.53%1/17/2025
SimonSimon (SPG)
0.17%0%52.25%7/19/2024
AlphabetAlphabet (GOOG)
0.15%0%36.72%1/23/2024
BradescoBradesco (BBD)
0.15%0%6.71%2/13/2025
SamsungSamsung (SMSN.L)
0.13%0.03%72.9%-
SonySony (SONY)
0.13%0%13.86%2/13/2025
MP MaterialsMP Materials (MP)
0.13%0.05%72.9%-
Main Street CapitalMain Street Capital (MAIN)
0.12%0%4.5%1/23/2023
JBTJBT (JBTM)
0.12%0.05%72.9%-
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
0.12%0%33.19%12/14/2023
Home DepotHome Depot (HD)
0.11%0%1.85%8/23/2022
Canadian PacificCanadian Pacific (CP)
0.1%0.29%20.39%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.09%0%5.38%6/27/2024
EtsyEtsy (ETSY)
0.09%0.1%27.54%-
JPMorganJPMorgan (JPM)
0.08%0%33.1%12/13/2023
IIPRIIPR (IIPR)
0.08%0.02%72.9%-
MercadoLibreMercadoLibre (MELI)
0.07%0%0.97%8/11/2022
Materials Select Sector SPDRMaterials Select Sector SPDR (XLB)
0.06%0%33.72%12/20/2023
PayPalPayPal (PYPL)
0.06%0.02%72.9%-
Vanguard FTSE All World High Dividend Yield UCITS ETFVanguard FTSE All World High Dividend Yield UCITS ETF (VGWD.DE)
0.06%3.14%2.21%-
ICBCICBC (1398.HK)
0.06%0%10.5%1/7/2025
Xtrackers S&P 500 Equal Weight UCITS ETFXtrackers S&P 500 Equal Weight UCITS ETF (XDEW.DE)
0.06%2.41%2.47%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.05%0%1.77%8/5/2024
U.S. SteelU.S. Steel (X)
0.05%0%1.24%11/17/2022
DanoneDanone (BN.PA)
0.05%0%11.21%4/4/2023
BATBAT (BATS.L)
0.03%0%1.32%6/12/2024
Equity ResidentialEquity Residential (EQR)
0.02%0%0.18%4/20/2022
HermesHermes (RMS.PA)
0.02%0%4.24%1/13/2023
CaixabankCaixabank (CABK.MC)
0.02%0%2.21%5/27/2024
ProsegurProsegur (PSG.MC)
0.02%0%1.06%5/27/2024
UnitedHealthUnitedHealth (UNH)
0.02%0%1.24%7/16/2024
MastercardMastercard (MA)
0.01%0%0.26%1/3/2022
Warner Bros DiscoveryWarner Bros Discovery (WBD)
0.01%0%69.55%7/9/2024
NuNu (NU)
0.01%1.38%1.24%-
MetaMeta (META)
0.01%0%0.18%3/10/2022
UberUber (UBER)
0.01%0.76%1.24%-
GlobantGlobant (GLOB)
0.01%0.7%1.24%-
Agree RealtyAgree Realty (ADC)
0.01%0%0.35%7/16/2024
CrowdstrikeCrowdstrike (CRWD)
0%0%0.09%7/23/2024
ProShares UltraPro Short S&P 500ProShares UltraPro Short S&P 500 (SPXU)
0%0%0.09%7/12/2024

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Realty IncomeRealty Income (O)
      		15.35%13.75%
      iShares MSCI World Quality Dividend ESG UCITS ETFiShares MSCI World Quality Dividend ESG UCITS ETF (QDVW.DE)
      		7.81%7.94%
      StellantisStellantis (STLAM.MI)
      		8.36%7.16%
      VisaVisa (V)
      		4.64%5.68%
      StarbucksStarbucks (SBUX)
      		4.87%5.24%
      SPDR Bloomberg Barclays 1-3 Month T-Bill ETFSPDR Bloomberg Barclays 1-3 Month T-Bill ETF (BIL)
      		4.6%4.69%
      TerniumTernium (TX)
      		5.42%4.61%
      MicrosoftMicrosoft (MSFT)
      		4.26%4.43%
      DisneyDisney (DIS)
      		3.41%3.95%
      ASMLASML (ASML.NV)
      		3.74%3.67%
      Rio TintoRio Tinto (RIO)
      		3.95%3.61%
      AmazonAmazon (AMZN)
      		2.52%3.25%
      TeslaTesla (TSLA)
      		1.61%3.07%
      LVMHLVMH (MC.PA)
      		2.72%2.92%
      AppleApple (AAPL)
      		2.37%2.9%
      AllianzAllianz (ALV.DE)
      		2.7%2.79%
      BradescoBradesco (BBD)
      		2.52%2.48%
      AlphabetAlphabet (GOOGL)
      		1.99%2.37%
      McDonald'sMcDonald's (MCD)
      		1.92%2.2%
      NikeNike (NKE)
      		2.09%2.13%
      NestleNestle (NESN.ZU)
      		2.36%2.1%
      PepsiCoPepsiCo (PEP)
      		2.02%1.98%
      IntelIntel (INTC)
      		1.42%1.36%
      Coca-ColaCoca-Cola (KO)
      		0.98%0.99%
      SonySony (SONY)
      		0.79%0.93%
      VodafoneVodafone (VOD.L)
      		0.72%0.72%
      WalmartWalmart (WMT)
      		0.45%0.7%
      AT&TAT&T (T)
      		0.5%0.69%
      Global X Cloud Computing ETFGlobal X Cloud Computing ETF (CLOU)
      		0.79%0.62%
      InditexInditex (ITX.MC)
      		0.55%0.6%
      ICBCICBC (1398.HK)
      		0.42%0.52%
      iShares Global clean energy ETFiShares Global clean energy ETF (ICLN)
      		0.9%0.46%
      Canadian PacificCanadian Pacific (CP)
      		0.39%0.35%
      SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
      		0.16%0.16%
      EtsyEtsy (ETSY)
      		0.2%0.15%
      JBTJBT (JBTM)
      		0.08%0.07%
      AlibabaAlibaba (BABA)
      		0.08%0.06%
      MP MaterialsMP Materials (MP)
      		0.11%0.04%
      SamsungSamsung (SMSN.L)
      		0.07%0.04%
      PayPalPayPal (PYPL)
      		0.08%0.04%
      IIPRIIPR (IIPR)
      		0.08%0.03%

      Cash Exposure Over Time

      Cash Exposure % Over Time