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ESM-Rotate
🇮🇹 Quant ETF Investor.
18 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
July 3, 2022
Lowest Cash
June 4, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
37 instruments
May 2, 2023
Least Diversified
0 instruments
February 2, 2025
Average
24.2 instruments

Most Consistent Holdings

Top 5

avatarAMGN
83.36%
avatarAAPL
80.89%
avatarNVDA
80.89%
avatarMELI
80.89%
avatarADI
80.89%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
June 4, 2024
Lowest Exposure
July 3, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
37.14%
Electronic Technology
13.22%
Technology Services
6.7%
Finance
5.71%
Health Technology
5.14%

Top Countries

Top 5

🇺🇸United States
42.44%
🇺🇾Uruguay
1.57%
🇨🇦Canada
1.01%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
6.79%0%15.78%7/5/2022
NVIDIANVIDIA (NVDA)
4.26%2.78%80.89%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
4.12%6.05%72.95%-
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
3%4.44%56.74%-
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
2.9%4.08%56.74%-
Xtrackers II EUR Overnight Rate Swap UCITS ETFXtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE)
2.73%10.58%26.45%-
AmgenAmgen (AMGN)
2.66%1.54%83.36%-
Vanguard Russell 1000 Growth ETFVanguard Russell 1000 Growth ETF (VONG)
2.02%4.02%44.54%-
VanEck Semiconductor UCITS ETFVanEck Semiconductor UCITS ETF (VVSM.DE)
1.95%4.44%37.71%-
iShares Dow Jones Industrial Average UCITS ETFiShares Dow Jones Industrial Average UCITS ETF (INDUEX.DE)
1.71%4.15%37.71%-
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
1.65%3.93%37.46%-
CadenceCadence (CDNS)
1.65%2.32%80.89%-
AppleApple (AAPL)
1.6%2.12%80.89%-
MercadoLibreMercadoLibre (MELI)
1.57%2.53%80.89%-
Analog DevicesAnalog Devices (ADI)
1.53%1.84%80.89%-
Vanguard Mega Cap Growth Index FundVanguard Mega Cap Growth Index Fund (MGK)
1.52%3.8%38.05%-
Xtrackers MSCI USA Information Technology UCITS ETFXtrackers MSCI USA Information Technology UCITS ETF (XUTC.DE)
1.5%3.46%37.71%-
IntelIntel (INTC)
1.5%0%45.31%5/27/2024
SynopsysSynopsys (SNPS)
1.49%2.1%80.89%-
Invesco QQQInvesco QQQ (QQQ)
1.4%0%24.15%6/16/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.32%0%24.15%6/16/2023
SPDR GoldSPDR Gold (GLD)
1.31%0%18%5/27/2024
iShares Physical Gold ETCiShares Physical Gold ETC (PPFB.DE)
1.3%4.76%27.65%-
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (CSP1.L)
1.27%0%19.28%2/1/2024
CiscoCisco (CSCO)
1.24%0%42.83%5/27/2024
TeslaTesla (TSLA)
1.18%0%60.92%3/3/2025
JPMorganJPMorgan (JPM)
1.14%2.22%70.48%-
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
1.1%0%16.55%6/20/2023
Vanguard Total World Stock ETFVanguard Total World Stock ETF (VT.US)
1.08%0%16.21%6/16/2023
iShares MSCI World Small Cap UCITS ETFiShares MSCI World Small Cap UCITS ETF (IUSN.DE)
1.04%3.46%27.65%-
LululemonLululemon (LULU)
1.01%0%53.24%5/27/2024
MerckMerck (MRK)
0.99%0%12.88%1/3/2023
USD/JPYUSD/JPY (USDJPY)
0.97%0%5.63%12/1/2022
iShares 0-5 Year High Yield Corporate Bond ETFiShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
0.97%0%11.09%4/20/2023
ComcastComcast (CMCSA)
0.94%0%42.92%5/29/2024
IBMIBM (IBM)
0.85%0%35.07%1/2/2024
WalgreensWalgreens (WBA)
0.83%0%28.41%11/10/2023
McDonald'sMcDonald's (MCD)
0.83%0%3.92%9/1/2022
ADPADP (ADP)
0.79%0%40.87%1/2/2024
Gilead SciencesGilead Sciences (GILD)
0.64%0%28.41%11/10/2023
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.64%0%33.45%10/16/2023
Kraft HeinzKraft Heinz (KHC)
0.64%0%28.41%11/10/2023
ExelonExelon (EXC)
0.64%0%28.41%11/10/2023
Dollar TreeDollar Tree (DLTR)
0.63%0%35.49%11/10/2023
MetaMeta (META)
0.61%0%23.21%4/1/2024
Texas InstrumentsTexas Instruments (TXN)
0.6%0%25.94%11/10/2023
BoeingBoeing (BA)
0.55%0%45.31%5/27/2024
VistraVistra (VST)
0.54%0%23.12%3/3/2025
iShares $ Treasury Bond 0-1yr UCITS ETFiShares $ Treasury Bond 0-1yr UCITS ETF (IB01.L)
0.51%10.19%6.31%-
GEGE (GE)
0.5%0%18.26%11/1/2024
Royal CaribbeanRoyal Caribbean (RCL)
0.5%0%17.66%1/2/2025
AEPAEP (AEP)
0.46%0%28.41%11/10/2023
FICOFICO (FICO)
0.45%0%19.2%1/2/2025
PalantirPalantir (PLTR)
0.44%2.48%16.89%-
VanEck Vectors Semiconductor ETFVanEck Vectors Semiconductor ETF (SMH)
0.43%0%6.83%1/29/2024
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
0.43%0%6.83%1/29/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.37%0%6.23%12/1/2022
3M3M (MMM)
0.32%0%30.8%10/1/2024
ChevronChevron (CVX)
0.32%0%30.38%11/10/2023
AUD/USDAUD/USD (AUDUSD)
0.31%0%5.72%12/1/2022
United AirlinesUnited Airlines (UAL)
0.29%0%12.8%4/1/2025
iShares Short Treasury Bond ETFiShares Short Treasury Bond ETF (SHV)
0.29%0%2.22%10/3/2022
PepsiCoPepsiCo (PEP)
0.28%0%8.96%1/3/2023
VerizonVerizon (VZ)
0.28%0%28.41%11/10/2023
SupermicroSupermicro (SMCI)
0.27%0%7.59%8/1/2024
Howmet AerospaceHowmet Aerospace (HWM)
0.25%2.1%11.77%-
DowDow (DOW)
0.25%0%25.94%11/10/2023
BroadcomBroadcom (AVGO)
0.24%0%10.49%2/3/2025
Iron MountainIron Mountain (IRM)
0.23%0%10.41%12/2/2024
NRG EnergyNRG Energy (NRG)
0.21%0%9.98%11/1/2024
PfizerPfizer (PFE)
0.2%1.95%9.04%-
PulteGroupPulteGroup (PHM)
0.2%0%7.85%1/2/2024
AxonAxon (AXON)
0.18%0%7.68%3/3/2025
Eli LillyEli Lilly (LLY)
0.17%0%7.85%8/1/2024
MascoMasco (MAS)
0.17%0%7.51%4/1/2025
AMDAMD (AMD)
0.17%0%4.1%3/1/2024
DTE EnergyDTE Energy (DTE)
0.15%2.15%6.4%-
Texas PacificTexas Pacific (TPL)
0.14%2.18%6.4%-
AdobeAdobe (ADBE)
0.13%0%5.46%1/2/2024
Targa ResourcesTarga Resources (TRGP)
0.13%0%5.29%1/2/2025
CarnivalCarnival (CCL)
0.12%0%5.03%9/1/2023
Keurig Dr PepperKeurig Dr Pepper (KDP)
0.12%0%2.99%11/1/2022
UnitedHealthUnitedHealth (UNH)
0.12%0%6.4%12/1/2022
KKRKKR (KKR)
0.11%0%5.38%11/1/2024
GoDaddyGoDaddy (GDDY)
0.11%0%5.2%10/1/2024
TapestryTapestry (TPR)
0.11%0%4.86%4/1/2025
AristaArista (ANET)
0.11%0%5.46%9/3/2024
MicronMicron (MU)
0.1%0%5.03%8/1/2024
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
0.1%0%1.37%9/14/2022
FoxFox (FOX)
0.08%1.89%4.01%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.08%0%2.13%9/14/2022
First SolarFirst Solar (FSLR)
0.08%0%3.5%7/1/2024
MondelezMondelez (MDLZ)
0.07%0%1.96%10/3/2022
SynchronySynchrony (SYF)
0.06%0%2.65%1/2/2025
Republic ServicesRepublic Services (RSG)
0.06%0%2.65%12/2/2024
Xcel EnergyXcel Energy (XEL)
0.06%0%2.47%1/3/2023
Norwegian Cruise LineNorwegian Cruise Line (NCLH)
0.06%0%2.39%7/31/2023
Stanley Black & DeckerStanley Black & Decker (SWK)
0.06%0%2.65%12/2/2024
MohawkMohawk (MHK)
0.06%0%2.82%9/3/2024
ServiceNowServiceNow (NOW)
0.05%0%2.47%4/1/2025
Erie InsuranceErie Insurance (ERIE)
0.05%0%2.56%11/1/2024
AlignAlign (ALGN)
0.05%0%4.27%6/20/2023
QualcommQualcomm (QCOM)
0.05%0%2.39%7/1/2024
ModernaModerna (MRNA)
0.05%0%2.39%7/1/2024
UHSUHS (UHS)
0.05%0%2.39%10/1/2024
DeckersDeckers (DECK)
0.05%0%2.39%7/1/2024
CrowdstrikeCrowdstrike (CRWD)
0.04%0%2.65%8/1/2024
ZoomZoom (ZM)
0.04%0%0.85%8/25/2022
Las Vegas SandsLas Vegas Sands (LVS)
0.03%0%2.65%6/1/2023
Wynn ResortsWynn Resorts (WYNN)
0.03%0%2.65%6/1/2023
NetflixNetflix (NFLX)
0.03%0%1.11%7/3/2023
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
0.03%0%1.45%9/26/2022
Coca-ColaCoca-Cola (KO)
0.03%0%2.47%1/3/2023
Fidelity MSCI Information Technology Index ETFFidelity MSCI Information Technology Index ETF (FTEC)
0.02%0%0.34%1/29/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
NVIDIANVIDIA (NVDA)
3.35%7.29%
VanEck Semiconductor UCITS ETFVanEck Semiconductor UCITS ETF (VVSM.DE)
5.44%5.12%
Berkshire HathawayBerkshire Hathaway (BRK.B)
4.14%4.73%
iShares Physical Gold ETCiShares Physical Gold ETC (PPFB.DE)
5.01%4.62%
iShares Dow Jones Industrial Average UCITS ETFiShares Dow Jones Industrial Average UCITS ETF (INDUEX.DE)
4.99%4.58%
iShares Core S&P 500 UCITS ETFiShares Core S&P 500 UCITS ETF (SXR8.DE)
4.48%4.49%
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
3.94%4.44%
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
4.13%4.29%
Xtrackers MSCI USA Information Technology UCITS ETFXtrackers MSCI USA Information Technology UCITS ETF (XUTC.DE)
4.07%4.24%
Vanguard Russell 1000 Growth ETFVanguard Russell 1000 Growth ETF (VONG)
3.59%4.1%
Vanguard Mega Cap Growth Index FundVanguard Mega Cap Growth Index Fund (MGK)
3.84%3.87%
iShares MSCI World Small Cap UCITS ETFiShares MSCI World Small Cap UCITS ETF (IUSN.DE)
4.45%3.75%
TeslaTesla (TSLA)
3.21%2.9%
PalantirPalantir (PLTR)
1.78%2.89%
United AirlinesUnited Airlines (UAL)
2.62%2.57%
SynchronySynchrony (SYF)
3.21%2.44%
Royal CaribbeanRoyal Caribbean (RCL)
2.7%2.42%
AxonAxon (AXON)
3.21%2.34%
Targa ResourcesTarga Resources (TRGP)
2.65%2.24%
VistraVistra (VST)
1.98%2.21%
AppleApple (AAPL)
1.86%2.21%
FICOFICO (FICO)
2.14%2.15%
CadenceCadence (CDNS)
1.99%2.09%
JPMorganJPMorgan (JPM)
1.74%2.08%
Analog DevicesAnalog Devices (ADI)
1.85%1.74%
MercadoLibreMercadoLibre (MELI)
1.65%1.72%
SynopsysSynopsys (SNPS)
1.92%1.64%
AmgenAmgen (AMGN)
1.92%1.59%

Cash Exposure Over Time

Cash Exposure % Over Time