Barzottone avatar

Barzottone
🇮🇹 Software and Financial Services Investor.
38 copiers.

Cash Allocation

Range

Highest Cash
January 2, 2025
Lowest Cash
July 21, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
34 instruments
August 15, 2024
Least Diversified
0 instruments
February 2, 2025
Average
28.9 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.91%
avatarMSFT
99.91%
avatarAMZN
99.91%
avatarKO
99.91%
avatarBIDU
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
July 21, 2022
Lowest Exposure
January 2, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
21.19%
Retail Trade
17.1%
Consumer Non Durables
10.36%
Electronic Technology
9.27%
Finance
7.79%

Top Countries

Top 5

🇺🇸United States
57.27%
🇨🇳China
12%
🇫🇷France
5.38%
🇯🇵Japan
2.44%
🇰🇷South Korea
2.42%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
8.42%0%99.91%2/1/2025
AlphabetAlphabet (GOOG)
6.84%0%99.91%2/1/2025
MetaMeta (META)
5.33%0%82.94%2/1/2025
AlibabaAlibaba (BABA)
4.78%0%99.91%2/1/2025
Coca-ColaCoca-Cola (KO)
4.49%0%99.91%2/1/2025
WalmartWalmart (WMT)
3.83%0%94.34%12/2/2024
Procter & GambleProcter & Gamble (PG)
3.73%0%94.34%12/2/2024
Bank of AmericaBank of America (BAC)
3.72%0%56.75%12/27/2024
BaiduBaidu (BIDU)
3.5%0%99.91%2/1/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.42%0%83.76%2/1/2025
VerizonVerizon (VZ)
3.42%0%89.6%12/31/2024
JeppeKirkBondeJeppeKirkBonde
3.4%0%18.7%7/25/2022
RubisRubis (RUI.PA)
3.24%0%81.02%2/1/2025
BitcoinBitcoin (BTC)
2.76%0%99.91%2/1/2025
MicrosoftMicrosoft (MSFT)
2.6%0%99.91%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
2.47%0%59.67%2/1/2025
SamsungSamsung (SMSN.L)
2.42%0%99.91%2/1/2025
SonySony (SONY)
2.13%0%65.88%1/22/2024
OrstedOrsted (ORSTED.CO)
2.01%0%86.13%9/2/2024
KeringKering (KER.PA)
1.9%0%72.54%11/25/2024
NVIDIANVIDIA (NVDA)
1.6%0%49.27%2/1/2025
TencentTencent (0700.HK)
1.57%0%98.18%2/1/2025
EthereumEthereum (ETH)
1.45%0%99.91%2/1/2025
BYD ElectronicBYD Electronic (00285.HK)
1.44%0%33.94%2/1/2025
PayPalPayPal (PYPL)
1.39%0%96.53%12/26/2024
SolarEdgeSolarEdge (SEDG)
1.09%0%34.49%2/6/2023
NewmontNewmont (NEM)
1.08%0%21.44%4/12/2023
PalantirPalantir (PLTR)
0.99%0%93.43%11/22/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.98%0%23.81%2/1/2025
VolkswagenVolkswagen (VOW3.DE)
0.92%0%49.54%9/27/2024
IntelIntel (INTC)
0.76%0%75.55%8/21/2024
AppleApple (AAPL)
0.76%0%35.13%2/13/2023
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
0.72%0%22.08%2/1/2025
SolanaSolana (SOL)
0.5%0%29.47%2/1/2025
CNOOCCNOOC (0883.HK)
0.49%0%34.49%2/6/2023
FMCFMC (FMC)
0.42%0%34.58%2/1/2025
VisaVisa (V)
0.42%0%34.49%2/6/2023
ICBCICBC (1398.HK)
0.39%0%35.86%4/3/2023
VertexVertex (VRTX)
0.35%0%16.15%6/27/2022
SnowflakeSnowflake (SNOW)
0.35%0%90.51%10/21/2024
ToyotaToyota (TM)
0.31%0%24.64%2/20/2024
CenteneCentene (CNC)
0.31%0%6.75%3/16/2022
Li AutoLi Auto (LI)
0.3%0%16.79%1/30/2025
CitiCiti (C)
0.24%0%16.97%2/6/2023
AlbemarleAlbemarle (ALB)
0.24%0%34.03%2/1/2025
LVMHLVMH (MC.PA)
0.23%0%17.52%2/1/2025
ASMLASML (ASML)
0.15%0%7.03%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
0.09%0%2.74%12/18/2024
UltaUlta (ULTA)
0.07%0%5.57%12/30/2024
Fetch.aiFetch.ai (FET)
0.05%0%6.2%6/6/2024
Torm PLCTorm PLC (TRMD-A.CO)
0.05%0%9.03%2/1/2025
PetrobrasPetrobras (PBR.A)
0.03%0%2.19%2/1/2025
Realty IncomeRealty Income (O)
0.02%0%2.74%8/21/2024
ShellShell (SHEL.L)
0.02%0%1.64%1/18/2022
MeituanMeituan (03690.HK)
0.02%0%31.48%3/14/2024
ASMLASML (ASML.NV)
0.01%0%2.65%12/6/2024
ExxonMobilExxonMobil (XOM)
0.01%0%1%1/11/2022
AltriaAltria (MO)
0%0%0.36%1/4/2022
Rio TintoRio Tinto (RIO)
0%0%3.47%7/24/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AlphabetAlphabet (GOOG)
      		4.86%7.82%
      AlibabaAlibaba (BABA)
      		9.63%6.6%
      BitcoinBitcoin (BTC)
      		3.74%6.04%
      BYD ElectronicBYD Electronic (00285.HK)
      		4.61%6.01%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		3.85%5.07%
      Coca-ColaCoca-Cola (KO)
      		3.85%3.94%
      BaiduBaidu (BIDU)
      		7.2%3.92%
      AmazonAmazon (AMZN)
      		2.1%3.84%
      RubisRubis (RUI.PA)
      		4%3.71%
      MetaMeta (META)
      		1.08%3.69%
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		4.19%3.66%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		4.44%3.64%
      iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
      		3.35%3.06%
      SamsungSamsung (SMSN.L)
      		3.85%2.3%
      EthereumEthereum (ETH)
      		1.69%2.23%
      TencentTencent (0700.HK)
      		2.51%2.16%
      SolanaSolana (SOL)
      		1.71%1.77%
      Li AutoLi Auto (LI)
      		1.68%1.66%
      LVMHLVMH (MC.PA)
      		1.65%1.46%
      MicrosoftMicrosoft (MSFT)
      		0.67%1.17%
      FMCFMC (FMC)
      		1.34%0.99%
      Torm PLCTorm PLC (TRMD-A.CO)
      		1.17%0.97%
      AlbemarleAlbemarle (ALB)
      		1.17%0.92%

      Cash Exposure Over Time

      Cash Exposure % Over Time