Finvest_eu avatar

Finvest_eu
🇮🇹 ETF and Other Investor.
8 copiers.

Cash Allocation

Range

Highest Cash
January 11, 2025
Lowest Cash
November 5, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
31 instruments
November 5, 2024
Least Diversified
0 instruments
February 2, 2025
Average
30.3 instruments

Most Consistent Holdings

Top 5

avatarIWM
98.94%
avatarGLD
98.94%
avatarLQDE.L
98.94%
avatarIMEU.L
98.94%
avatarIEMG
98.94%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 5, 2024
Lowest Exposure
January 11, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
72.82%
Finance
12.71%
Cryptocurrencies
5.79%

Top Countries

Top 5

🇺🇸United States
8.53%
🇨🇦Canada
0.96%
🇨🇭Switzerland
0.9%
🇬🇧United Kingdom
0.85%
🇮🇹Italy
0.74%

Number of Instruments

Holdings over time

(Since November 1, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
14.98%0%98.94%2/1/2025
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
12.37%0%98.94%2/1/2025
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
9.49%0%98.94%2/1/2025
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
5.81%0%98.94%2/1/2025
iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
5.78%0%98.94%2/1/2025
SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
4.16%0%98.94%2/1/2025
iShares $ Corporate Bond UCITS ETFiShares $ Corporate Bond UCITS ETF (LQDE.L)
3.54%0%98.94%2/1/2025
SPDR GoldSPDR Gold (GLD)
3.43%0%98.94%2/1/2025
Xtrackers Nikkei 225 UCITS ETFXtrackers Nikkei 225 UCITS ETF (XDJP.L)
3.09%0%98.94%2/1/2025
BitcoinBitcoin (BTC)
2.92%0%97.87%2/1/2025
iShares MSCI Europe UCITS ETF (Dist)iShares MSCI Europe UCITS ETF (Dist) (IMEU.L)
2.69%0%98.94%2/1/2025
iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
2.59%0%98.94%2/1/2025
EthereumEthereum (ETH)
1.74%0%97.87%2/1/2025
iShares Silver TrustiShares Silver Trust (SLV)
1.66%0%97.87%2/1/2025
iShares Gold Producers UCITS ETFiShares Gold Producers UCITS ETF (SPGP.L)
1.62%0%94.68%2/1/2025
VanEck Vectors Junior Gold Miners ETFVanEck Vectors Junior Gold Miners ETF (GDXJ)
1.61%0%97.87%2/1/2025
SolanaSolana (SOL)
1.12%0%97.87%2/1/2025
ApolloApollo (APO)
1.04%0%97.87%2/1/2025
P10P10 (PX.US)
1.04%0%97.87%2/1/2025
KKRKKR (KKR)
0.98%0%97.87%2/1/2025
AresAres (ARES)
0.97%0%97.87%2/1/2025
BrookfieldBrookfield (BN.US)
0.96%0%97.87%2/1/2025
BlackStoneBlackStone (BX)
0.94%0%97.87%2/1/2025
CarlyleCarlyle (CG)
0.92%0%97.87%2/1/2025
Partners GroupPartners Group (PGHN.ZU)
0.9%0%94.68%2/1/2025
Hercules CapitalHercules Capital (HTGC)
0.89%0%97.87%2/1/2025
TPGTPG (TPG)
0.88%0%97.87%2/1/2025
Hamilton LaneHamilton Lane (HLNE)
0.86%0%97.87%2/1/2025
ICGICG (ICG.L)
0.85%0%94.68%2/1/2025
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
0.74%0%94.68%2/1/2025
BNP ParibasBNP Paribas (BNP.PA)
0.72%0%94.68%2/1/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		16.15%16.42%
      iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
      		13.12%13.86%
      Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
      		10.21%10.16%
      Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
      		6.68%6.29%
      iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
      		6.68%6.23%
      SPDR Bloomberg Barclays High Yield Bond ETFSPDR Bloomberg Barclays High Yield Bond ETF (JNK)
      		4.64%4.58%
      iShares $ Corporate Bond UCITS ETFiShares $ Corporate Bond UCITS ETF (LQDE.L)
      		3.98%3.9%
      SPDR GoldSPDR Gold (GLD)
      		3.98%3.76%
      Xtrackers Nikkei 225 UCITS ETFXtrackers Nikkei 225 UCITS ETF (XDJP.L)
      		3.34%3.43%
      BitcoinBitcoin (BTC)
      		2.48%3.25%
      iShares MSCI Europe UCITS ETF (Dist)iShares MSCI Europe UCITS ETF (Dist) (IMEU.L)
      		2.98%2.94%
      iShares Core MSCI Europe ETFiShares Core MSCI Europe ETF (IEUR)
      		2.98%2.79%
      EthereumEthereum (ETH)
      		1.49%1.94%
      iShares Silver TrustiShares Silver Trust (SLV)
      		1.99%1.77%
      iShares Gold Producers UCITS ETFiShares Gold Producers UCITS ETF (SPGP.L)
      		1.99%1.77%
      VanEck Vectors Junior Gold Miners ETFVanEck Vectors Junior Gold Miners ETF (GDXJ)
      		1.99%1.66%
      ApolloApollo (APO)
      		0.99%1.16%
      P10P10 (PX.US)
      		0.99%1.15%
      SolanaSolana (SOL)
      		0.99%1.11%
      AresAres (ARES)
      		0.99%1.08%
      BrookfieldBrookfield (BN.US)
      		0.99%1.07%
      KKRKKR (KKR)
      		0.99%1.06%
      Hercules CapitalHercules Capital (HTGC)
      		0.99%1.03%
      Partners GroupPartners Group (PGHN.ZU)
      		0.99%1.02%
      BlackStoneBlackStone (BX)
      		0.99%1.02%
      CarlyleCarlyle (CG)
      		0.99%1%
      ICGICG (ICG.L)
      		0.99%0.97%
      TPGTPG (TPG)
      		0.99%0.94%
      Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
      		0.89%0.86%
      BNP ParibasBNP Paribas (BNP.PA)
      		0.89%0.85%
      Hamilton LaneHamilton Lane (HLNE)
      		1.01%0.83%

      Cash Exposure Over Time

      Cash Exposure % Over Time