BrunoSozzo avatar

BrunoSozzo
🇺🇾 Other and Tech Investor.
243 copiers.

Cash Allocation

Range

Highest Cash
September 27, 2022
Lowest Cash
November 9, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
August 11, 2023
Least Diversified
0 instruments
February 2, 2025
Average
12.5 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.64%
avatarV
99.64%
avatarADBE
99.17%
avatarVOO
93.56%
avatarVGT
93.56%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 9, 2023
Lowest Exposure
September 27, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
24.84%
Technology Services
21.55%
Electronic Technology
17.92%
Commercial Services
11.32%
Consumer Services
8.23%

Top Countries

Top 5

🇺🇸United States
58.52%
🇰🇾Cayman Islands
3.27%
🇪🇸Spain
2.14%
🇺🇾Uruguay
1.81%

Number of Instruments

Holdings over time

(Since September 27, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AppleApple (AAPL)
17.65%0%99.64%2/1/2025
AdobeAdobe (ADBE)
12.6%0%99.17%2/1/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
9.64%0%93.56%2/1/2025
VisaVisa (V)
9.4%0%99.64%2/1/2025
DisneyDisney (DIS)
7.95%0%79.74%10/3/2024
Vanguard Information TechnologyVanguard Information Technology (VGT)
5.64%0%93.56%2/1/2025
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
5.51%0%67.7%2/1/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
4.05%0%76.4%10/3/2024
AmazonAmazon (AMZN)
3.28%0%77%2/1/2025
NuNu (NU)
3.27%0%86.05%2/1/2025
MicrosoftMicrosoft (MSFT)
2.82%0%77%2/1/2025
MapfreMapfre (MAP.MC)
2.14%0%68.06%2/1/2025
MastercardMastercard (MA)
1.92%0%56.73%2/1/2025
dLocaldLocal (DLO)
1.81%0%46.48%1/3/2024
BitcoinBitcoin (BTC)
1.28%0%26.22%5/18/2023
MetaMeta (META)
1.04%0%16.21%4/20/2023
Johnson & JohnsonJohnson & Johnson (JNJ)
0.85%0%29.56%4/19/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.46%0%16.21%4/20/2023
AirbnbAirbnb (ABNB)
0.28%0%15.38%8/29/2023
AMDAMD (AMD)
0.27%0%25.51%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AppleApple (AAPL)
      		23.88%23.14%
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		20.34%18.25%
      Vanguard Information TechnologyVanguard Information Technology (VGT)
      		13.03%12.38%
      iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
      		10.71%11.03%
      VisaVisa (V)
      		5.34%7.02%
      MicrosoftMicrosoft (MSFT)
      		6.47%6.16%
      AmazonAmazon (AMZN)
      		4.68%6.15%
      AdobeAdobe (ADBE)
      		5.08%4.99%
      MastercardMastercard (MA)
      		4.17%4.3%
      NuNu (NU)
      		2.69%3.3%
      MapfreMapfre (MAP.MC)
      		2.13%2.43%
      AMDAMD (AMD)
      		1.28%0.86%

      Cash Exposure Over Time

      Cash Exposure % Over Time