Alberto1309 avatar

Alberto1309
🇮🇹 Value 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
April 8, 2025
Lowest Cash
June 21, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
50 instruments
May 10, 2023
Least Diversified
0 instruments
February 2, 2025
Average
30.1 instruments

Most Consistent Holdings

Top 5

avatarJPM
99.89%
avatarBRK.B
99.89%
avatarIBE.MC
99.89%
avatarLOW
99.89%
avatarBKNG
99.89%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 21, 2023
Lowest Exposure
April 8, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
23.65%
Consumer Services
22.97%
Miscellaneous
16.05%
Finance
11.49%
Retail Trade
8.36%

Top Countries

Top 5

🇺🇸United States
43.99%
🇬🇧United Kingdom
16.06%
🇨🇦Canada
4.83%
🇪🇸Spain
0.84%
🇨🇳China
0.69%

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Pershing SquarePershing Square (PSH.L)
10.3%9.05%99.89%-
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
8.67%9.45%99.89%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
8.56%9.1%99.89%-
HiltonHilton (HLT)
7.17%7.92%99.89%-
Lowe'sLowe's (LOW)
6.35%5.27%99.89%-
Scottish MortgageScottish Mortgage (SMT.L)
5.75%5.82%99.89%-
ChipotleChipotle (CMG)
5.36%5.44%99.89%-
BookingBooking (BKNG)
4.76%7.08%99.89%-
RBIRBI (QSR)
4.76%3.7%99.89%-
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
4.49%4.56%99.89%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
3.68%3.59%99.89%-
JPMorganJPMorgan (JPM)
2.67%3.49%99.89%-
BitcoinBitcoin (BTC)
2.46%3.93%99.89%-
SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
2.15%2.73%99.89%-
EthereumEthereum (ETH)
1.96%1.59%99.89%-
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
1.91%2.1%79.82%-
AgilentAgilent (A)
1.87%0.88%99.77%-
AmazonAmazon (AMZN)
1.85%2.74%84.15%-
ARK Innovation ETFARK Innovation ETF (ARKK)
1.35%0%42.08%1/12/2024
TeslaTesla (TSLA)
1.09%1.04%96.58%-
IberdrolaIberdrola (IBE.MC)
0.8%0.87%99.89%-
NVIDIANVIDIA (NVDA)
0.76%1.17%78.22%-
AppleApple (AAPL)
0.7%0.49%96.01%-
SPDR GoldSPDR Gold (GLD)
0.5%0%15.28%5/18/2023
AMDAMD (AMD)
0.37%0%21.44%7/11/2023
iShares MSCI Japan EUR Hedged UCITS ETFiShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L)
0.37%0.42%78.22%-
StarbucksStarbucks (SBUX)
0.34%0%21.44%7/11/2023
NioNio (NIO)
0.29%0.04%99.89%-
XiaomiXiaomi (1810.HK)
0.28%0%16.08%5/25/2023
RokuRoku (ROKU)
0.25%0%15.28%5/18/2023
MastercardMastercard (MA)
0.25%0%20.07%6/29/2023
JuventusJuventus (JUVE.MI)
0.24%0.31%75.14%-
NetflixNetflix (NFLX)
0.24%0%15.28%5/18/2023
Delivery HeroDelivery Hero (DHER.DE)
0.22%0.18%77.19%-
First SolarFirst Solar (FSLR)
0.18%0%15.28%5/18/2023
Coca-ColaCoca-Cola (KO)
0.17%0.39%15.96%-
SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
0.15%0%15.28%5/18/2023
EniEni (ENI.MI)
0.15%0%15.85%5/23/2023
Domino'sDomino's (DPZ)
0.15%0%16.08%6/30/2023
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.15%0%15.74%5/22/2023
MetaMeta (META)
0.15%0.8%11.4%-
iShares MSCI Emerging Markets ETFiShares MSCI Emerging Markets ETF (EEM)
0.14%0%15.74%5/22/2023
SeaSea (SE)
0.13%0%15.74%5/22/2023
Air LiquideAir Liquide (AI.PA)
0.13%0%15.85%5/23/2023
GoProGoPro (GPRO)
0.12%0%16.76%5/31/2023
AlphabetAlphabet (GOOG)
0.11%0.7%12.31%-
MeituanMeituan (03690.HK)
0.11%0%19.38%6/23/2023
SkyworksSkyworks (SWKS)
0.11%0%15.74%5/22/2023
DisneyDisney (DIS)
0.11%0%16.76%5/31/2023
McDonald'sMcDonald's (MCD)
0.09%0%6.73%7/7/2023
ShopifyShopify (SHOP)
0.07%0%16.08%5/25/2023
iShares J.P. Morgan USD Emerging Markets Bond ETFiShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
0.07%0%15.74%5/22/2023
SunrunSunrun (RUN)
0.06%0%15.74%5/22/2023
SunPowerSunPower (SPWRQ)
0.05%0%15.74%5/22/2023
FerrariFerrari (RACE)
0.05%0.74%6.61%-
Siemens Gamesa Renewable Energy SASiemens Gamesa Renewable Energy SA (SGRE.MC)
0.04%0%3.99%2/6/2023
JumiaJumia (JMIA)
0.04%0%16.08%5/25/2023
Invitae CorpInvitae Corp (NVTAQ)
0.03%0%16.76%5/31/2023
LeonardoLeonardo (LDO.MI)
0.03%0.42%6.73%-
VolkswagenVolkswagen (VOW3.DE)
0.02%0.35%6.5%-
Home DepotHome Depot (HD)
0.02%0%2.96%6/26/2023
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.02%0%3.08%8/16/2023
Block Inc.Block Inc. (XYZ)
0.01%0%1.14%7/7/2023
PayPalPayPal (PYPL)
0.01%0%1.82%5/25/2023
LindeLinde (LIN)
0.01%0%1.14%7/7/2023
TSMCTSMC (TSM)
0.01%0%1.25%7/7/2023
ChewyChewy (CHWY)
0.01%0%1.14%6/30/2023
RyanairRyanair (RYAAY)
0.01%0%0.57%7/11/2023
NiuNiu (NIU)
0%0%0.46%7/18/2023
CarnivalCarnival (CCL)
0%0%0.34%6/30/2023
StellantisStellantis (STLAM.MI)
0%0%0.34%6/29/2023
NikeNike (NKE)
0%0%0.11%6/30/2023
BoeingBoeing (BA)
0%0%0.11%7/7/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Pershing SquarePershing Square (PSH.L)
9.84%9.88%
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
8.41%9.33%
Berkshire HathawayBerkshire Hathaway (BRK.B)
7.65%8.41%
HiltonHilton (HLT)
6.42%8.09%
BookingBooking (BKNG)
4.59%6.19%
Scottish MortgageScottish Mortgage (SMT.L)
7.65%6.02%
ChipotleChipotle (CMG)
5.73%6.02%
Lowe'sLowe's (LOW)
6.93%5.54%
SPDR S&P 500 UCITS ETFSPDR S&P 500 UCITS ETF (SPY5.L)
4.69%4.57%
BitcoinBitcoin (BTC)
1.78%3.99%
RBIRBI (QSR)
5.45%3.73%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
3.26%3.53%
JPMorganJPMorgan (JPM)
2.55%3.16%
EthereumEthereum (ETH)
2.09%2.42%
SPDR Gold MiniShares TrustSPDR Gold MiniShares Trust (GLDM)
2.55%2.36%
AmazonAmazon (AMZN)
2.04%2.36%
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
2.75%2.32%
TeslaTesla (TSLA)
1.43%1.64%
NVIDIANVIDIA (NVDA)
0.61%1.24%
AgilentAgilent (A)
1.63%1.15%
IberdrolaIberdrola (IBE.MC)
1.02%0.79%
AppleApple (AAPL)
0.71%0.68%
iShares MSCI Japan EUR Hedged UCITS ETFiShares MSCI Japan EUR Hedged UCITS ETF (IJPE.L)
0.51%0.45%
JuventusJuventus (JUVE.MI)
0.51%0.32%
Delivery HeroDelivery Hero (DHER.DE)
0.51%0.24%
NioNio (NIO)
0.61%0.06%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments