AV-INVEST avatar

AV-INVEST
🇮🇹 Income ETF Investor.
213 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
September 3, 2024
Lowest Cash
September 10, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
32 instruments
December 20, 2024
Least Diversified
0 instruments
February 2, 2025
Average
28.8 instruments

Most Consistent Holdings

Top 5

avatarMSFT
98.85%
avatarJNJ
98.85%
avatarWMT
98.85%
avatarXOM
98.85%
avatarLMT
98.85%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 10, 2024
Lowest Exposure
September 3, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
12.78%
Health Technology
12.15%
ETFs
11.95%
Finance
11.38%
Electronic Technology
10.99%

Top Countries

Top 5

🇺🇸United States
67.37%
🇮🇹Italy
4.68%
🇳🇱Netherlands
3.52%
🇫🇮Finland
2.09%
🇨🇳China
1.7%

Holdings over time

(Since July 10, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
NextEraNextEra (NEE)
3.96%2.83%98.85%-
WalmartWalmart (WMT)
3.64%3.04%98.85%-
Lockheed MartinLockheed Martin (LMT)
3.54%2.96%98.85%-
Johnson & JohnsonJohnson & Johnson (JNJ)
3.51%3%98.85%-
SPDR GoldSPDR Gold (GLD)
3.49%2.9%94.47%-
ExxonMobilExxonMobil (XOM)
3.47%2.71%98.85%-
AST SpaceMobileAST SpaceMobile (ASTS)
3.44%0%80.73%9/9/2025
NVIDIANVIDIA (NVDA)
3.43%2.64%98.47%-
AlphabetAlphabet (GOOGL)
3.41%3.23%98.47%-
XylemXylem (XYL)
3.32%2.62%98.47%-
Procter & GambleProcter & Gamble (PG)
3.31%2.76%98.47%-
MicrosoftMicrosoft (MSFT)
3.27%2.56%98.85%-
PalantirPalantir (PLTR)
3.22%2.73%88.17%-
BitcoinBitcoin (BTC)
3.02%2.58%94.47%-
Coca-ColaCoca-Cola (KO)
2.91%2.73%94.47%-
Thermo FisherThermo Fisher (TMO)
2.9%0%80.73%9/9/2025
CrowdstrikeCrowdstrike (CRWD)
2.88%0%80.73%9/9/2025
Intuitive SurgicalIntuitive Surgical (ISRG)
2.86%0%80.73%9/9/2025
MPLXMPLX (MPLX)
2.74%3.01%88.17%-
AltriaAltria (MO)
2.72%2.63%88.17%-
CintasCintas (CTAS)
2.4%0%76.72%9/9/2025
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
2.15%0%69.27%8/1/2025
NN GroupNN Group (NN.NV)
2.14%2.67%71.18%-
Invesco QQQInvesco QQQ (QQQ)
2.1%0%70.42%8/18/2025
NordeaNordea (NDA_SE.ST)
2.09%2.61%71.18%-
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
2.07%2.6%71.18%-
iShares Core S&P US GrowthiShares Core S&P US Growth (IUSG)
2.05%0%69.27%8/1/2025
RegeneronRegeneron (REGN)
1.83%0%62.6%6/27/2025
Goldman SachsGoldman Sachs (GS)
1.78%0%46.18%3/10/2025
ABCABC (1288.HK)
1.7%2.89%52.48%-
UnipolUnipol (UNI.MI)
1.6%2.58%52.48%-
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
1.26%0%41.79%3/10/2025
Waste ManagementWaste Management (WM)
1.18%0%36.26%3/14/2025
LeonardoLeonardo (LDO.MI)
1%2.8%31.87%-
RaytheonRaytheon (RTX)
0.97%2.94%31.3%-
ASMLASML (ASML)
0.74%3.32%20.8%-
Northrop GrummanNorthrop Grumman (NOC)
0.67%2.86%21.76%-
AirbusAirbus (AIR.PA)
0.64%2.72%21.18%-
XRPXRP (XRP)
0.62%0%20.04%6/27/2025
TakedaTakeda (TAK)
0.53%2.89%17.75%-
VinciVinci (DG.PA)
0.52%2.72%17.75%-
SanofiSanofi (SAN.PA)
0.51%2.45%16.79%-
iShares Silver TrustiShares Silver Trust (SLV)
0.23%3.4%7.44%-
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
0.21%2.61%7.44%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.19%2.69%6.87%-
Direxion Daily S&P 500 Bear 3X SharesDirexion Daily S&P 500 Bear 3X Shares (SPXS)
0.1%0%3.24%8/18/2025
ProShares Ultra VIX Short-Term Futures ETFProShares Ultra VIX Short-Term Futures ETF (UVXY)
0.1%0%3.24%8/18/2025
EUR/USDEUR/USD (EURUSD)
0.1%0%2.1%1/2/2025
Direxion Daily Semiconductor Bear 3X SharesDirexion Daily Semiconductor Bear 3X Shares (SOXS)
0.06%0%2.1%8/12/2025
USD/CHFUSD/CHF (USDCHF)
0.01%0%0.38%4/4/2025

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
PalantirPalantir (PLTR)
3.08%5.4%
EUR/USDEUR/USD (EURUSD)
4.86%4.23%
BitcoinBitcoin (BTC)
3.08%3.89%
WalmartWalmart (WMT)
3.08%3.44%
CrowdstrikeCrowdstrike (CRWD)
3.08%3.42%
AlphabetAlphabet (GOOGL)
3.08%3.38%
Goldman SachsGoldman Sachs (GS)
3.08%3.26%
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
3.08%3.22%
Intuitive SurgicalIntuitive Surgical (ISRG)
3.08%3.2%
NVIDIANVIDIA (NVDA)
3.08%3.19%
iShares Core S&P US GrowthiShares Core S&P US Growth (IUSG)
3.08%3.18%
Invesco QQQInvesco QQQ (QQQ)
3.08%3.16%
MPLXMPLX (MPLX)
3.08%3.14%
AST SpaceMobileAST SpaceMobile (ASTS)
3.08%3.06%
SPDR GoldSPDR Gold (GLD)
3.08%3.05%
MicrosoftMicrosoft (MSFT)
3.08%3.02%
Procter & GambleProcter & Gamble (PG)
3.08%2.98%
NordeaNordea (NDA_SE.ST)
3.08%2.96%
NN GroupNN Group (NN.NV)
3.08%2.95%
Industrial Select Sector SPDRIndustrial Select Sector SPDR (XLI)
3.08%2.94%
Consumer Staples Select Sector SPDRConsumer Staples Select Sector SPDR (XLP)
3.08%2.92%
AltriaAltria (MO)
3.08%2.91%
Waste ManagementWaste Management (WM)
3.08%2.83%
NextEraNextEra (NEE)
3.08%2.82%
Thermo FisherThermo Fisher (TMO)
3.08%2.82%
Coca-ColaCoca-Cola (KO)
3.08%2.82%
Johnson & JohnsonJohnson & Johnson (JNJ)
3.08%2.82%
ExxonMobilExxonMobil (XOM)
3.08%2.81%
XylemXylem (XYL)
3.08%2.72%
CintasCintas (CTAS)
3.08%2.66%
Lockheed MartinLockheed Martin (LMT)
2.77%2.51%
RegeneronRegeneron (REGN)
3.08%2.41%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments