CarloTom avatar

CarloTom
🇮🇹 Other and ETF Investor.
18 copiers.

Cash Allocation

Range

Highest Cash
March 17, 2024
Lowest Cash
April 2, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
16 instruments
March 30, 2023
Least Diversified
0 instruments
February 2, 2025
Average
15.6 instruments

Most Consistent Holdings

Top 5

avatarMA
99.91%
avatarBABA
99.91%
avatar0700.HK
99.91%
avatarSPY
99.91%
avatarQQQ
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
April 2, 2024
Lowest Exposure
March 17, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
80.53%
Finance
6.94%
Cryptocurrencies
5.33%
Commercial Services
3.99%
Retail Trade
1.15%

Top Countries

Top 5

🇺🇸United States
3.99%
🇨🇳China
2.3%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Gold TrustiShares Gold Trust (IAU)
17.5%0%99.91%2/1/2025
Invesco QQQInvesco QQQ (QQQ)
16.44%0%99.91%2/1/2025
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
10.85%0%99.91%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
10.84%0%99.91%2/1/2025
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
7.21%0%99.91%2/1/2025
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
6.94%0%99.91%2/1/2025
iShares Core International Aggregate Bond ETFiShares Core International Aggregate Bond ETF (IAGG)
6.4%0%99.91%2/1/2025
SPDR GoldSPDR Gold (GLD)
6.15%0%99.91%2/1/2025
BitcoinBitcoin (BTC)
5.33%0%99.91%2/1/2025
iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
4.12%0%99.91%2/1/2025
MastercardMastercard (MA)
2.66%0%99.91%2/1/2025
Moody'sMoody's (MCO)
1.33%0%99.91%2/1/2025
AlibabaAlibaba (BABA)
1.15%0%99.91%2/1/2025
TencentTencent (0700.HK)
1.12%0%99.91%2/1/2025
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
1.02%0%99.91%2/1/2025
MeituanMeituan (03690.HK)
0.02%0%60.86%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Invesco QQQInvesco QQQ (QQQ)
      		10.88%18.14%
      iShares Gold TrustiShares Gold Trust (IAU)
      		14.97%18%
      SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
      		10.44%12.44%
      BitcoinBitcoin (BTC)
      		6%9.78%
      iShares MSCI China ETFiShares MSCI China ETF (MCHI)
      		17.36%8.71%
      SPDR GoldSPDR Gold (GLD)
      		4.93%6.31%
      iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
      		7.95%5.59%
      iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
      		5.48%5.45%
      iShares Core International Aggregate Bond ETFiShares Core International Aggregate Bond ETF (IAGG)
      		6.75%5.13%
      iShares Core U.S. Aggregate Bond ETFiShares Core U.S. Aggregate Bond ETF (AGG)
      		4.56%3.23%
      MastercardMastercard (MA)
      		2.03%2.82%
      Moody'sMoody's (MCO)
      		1%1.44%
      TencentTencent (0700.HK)
      		1.83%1.09%
      AlibabaAlibaba (BABA)
      		3.02%0.88%
      iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
      		1.92%0.21%
      MeituanMeituan (03690.HK)
      		0%0.04%

      Cash Exposure Over Time

      Cash Exposure % Over Time