Portfolio Diversification
Range
Most Diversified
13 instruments
May 29, 2024
Least Diversified
2 instruments
October 18, 2024
Average
10.5 instruments
Most Consistent Holdings
Top 5
STLAM.MI100%
ENI.MI99.92%
ENEL.MI87.69%
ISP.MI69.16%
LDO.MI62.26%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 1, 2022)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Stellantis (STLAM.MI) | 26.77% | 10.84% | 100% | - |
| Enel (ENEL.MI) | 9.06% | 11.68% | 87.69% | - |
| Leonardo (LDO.MI) | 7.91% | 0% | 62.26% | 2/28/2024 |
 UniCredit (UCG.MI) | 6.51% | 14.27% | 59.47% | - |
| Eni (ENI.MI) | 5.09% | 3.79% | 99.92% | - |
| Intesa Sanpaolo (ISP.MI) | 4.65% | 10.75% | 69.16% | - |
 Banca Mediolanum (BMED.MI) | 4.08% | 15.23% | 30.27% | - |
 Tesla (TSLA) | 3.45% | 0% | 57.26% | 12/29/2023 |
 Targa Resources (TRGP) | 2.7% | 6.57% | 41.59% | - |
 Nexi (NEXI.MI) | 1.94% | 3.14% | 49.79% | - |
 Arch Capital (ACGL) | 1.9% | 4.19% | 41.59% | - |
 Telecom Italia (TIT.MI) | 1.89% | 0% | 36.51% | 1/17/2025 |
 STMicroelectronics (STMMI.MI) | 1.88% | 3% | 41.67% | - |
 Alibaba (BABA) | 1.84% | 0% | 57.26% | 12/29/2023 |
 Delta (DAL) | 1.79% | 3.89% | 41.51% | - |
 Apple (AAPL) | 1.46% | 0% | 33.8% | 3/13/2023 |
 iShares Core High Dividend ETF (HDV) | 1.08% | 0% | 32.65% | 12/14/2023 |
 iShares Global REIT ETF (REET) | 1.02% | 0% | 31.34% | 11/28/2023 |
 Financial Select Sector SPDR (XLF) | 0.97% | 0% | 30.27% | 11/15/2023 |
 Campari (CPR.MI) | 0.64% | 7.51% | 7.88% | - |
 BPER Banca (BPE.MI) | 0.35% | 0% | 7.3% | 3/31/2022 |
 Terra Classic (LUNC) | 0.25% | 0% | 31.91% | 12/31/2024 |
 Generali (G.MI) | 0.08% | 0% | 0.49% | 5/27/2024 |
 GainersQtr | 0.03% | 0% | 0.33% | 1/4/2022 |
 CyberSecurity | 0.02% | 0% | 0.33% | 1/4/2022 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Stellantis (STLAM.MI) | 19.78% | 17.54% |
| Banca Mediolanum (BMED.MI) | 13.75% | 13.29% |
| Enel (ENEL.MI) | 9.36% | 10.93% |
| UniCredit (UCG.MI) | 11.23% | 10.66% |
| Intesa Sanpaolo (ISP.MI) | 7.1% | 9.2% |
| Targa Resources (TRGP) | 4.21% | 8.03% |
| Delta (DAL) | 4.21% | 5.41% |
| Telecom Italia (TIT.MI) | 5.61% | 5.22% |
| Arch Capital (ACGL) | 4.21% | 4.56% |
| Eni (ENI.MI) | 4.21% | 4.17% |
| STMicroelectronics (STMMI.MI) | 7.02% | 3.88% |
| Nexi (NEXI.MI) | 4.21% | 3.6% |