Martidg97 avatar

Martidg97
🇮🇹 Growth Software and Financial Services Investor.
459 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
January 1, 2022
Lowest Cash
March 4, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
40 instruments
January 5, 2022
Least Diversified
2 instruments
January 1, 2022
Average
15.7 instruments

Most Consistent Holdings

Top 5

avatarPYPL
92.97%
avatarGOOG
88.63%
avatarMETA
66.43%
avatarNFLX
63.59%
avatarAMZN
57.74%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 4, 2022
Lowest Exposure
January 1, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
34.82%
Finance
20.18%
Retail Trade
10.59%
Commercial Services
9.2%
Consumer Services
8.33%

Top Countries

Top 5

🇺🇸United States
86.68%
🇨🇦Canada
3.68%
🇮🇪Ireland
1.49%
🇩🇰Denmark
0.1%
🇨🇳China
0.08%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
10.55%18.91%88.63%-
PayPalPayPal (PYPL)
8.07%10.07%92.97%-
MetaMeta (META)
6.27%18.69%66.43%-
AdobeAdobe (ADBE)
5.36%11.72%52.53%-
AmazonAmazon (AMZN)
5.12%15.11%57.74%-
American ExpressAmerican Express (AXP)
4.88%0%52.21%6/3/2025
Bank of AmericaBank of America (BAC)
4.19%0%53.79%3/27/2024
VisaVisa (V)
3.51%4.44%46.05%-
RBIRBI (QSR)
3.51%0%38.78%3/10/2025
NetflixNetflix (NFLX)
3.36%0%63.59%10/18/2024
MastercardMastercard (MA)
3.35%11.69%43.21%-
MicrosoftMicrosoft (MSFT)
3.12%0%34.52%5/19/2025
Dollar GeneralDollar General (DG.US)
2.55%0%29.15%4/22/2024
JPMorganJPMorgan (JPM)
2.04%0%33.1%8/4/2023
DisneyDisney (DIS)
1.87%0%56.08%11/12/2024
S&P GlobalS&P Global (SPGI)
1.7%0%27.8%6/30/2025
StarbucksStarbucks (SBUX)
1.66%0%38.86%8/2/2024
AccentureAccenture (ACN)
1.49%0%21.96%4/25/2024
SalesforceSalesforce (CRM)
1.33%0%30.96%7/8/2025
3M3M (MMM)
1.12%0%16.03%1/29/2024
CitiCiti (C)
1.02%0%22.99%6/6/2023
Home DepotHome Depot (HD)
1%0%27.88%8/14/2023
TeslaTesla (TSLA)
0.98%0%12.88%6/28/2024
Lowe'sLowe's (LOW)
0.96%0%24.17%12/14/2023
Moody'sMoody's (MCO)
0.9%0%27.96%6/27/2025
NikeNike (NKE)
0.85%0%11.45%12/11/2024
AppleApple (AAPL)
0.85%0%13.11%1/24/2025
MSCIMSCI (MSCI)
0.81%0%9.56%6/27/2025
PepsiCoPepsiCo (PEP)
0.76%0%9.95%12/17/2024
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.72%0%4.11%2/1/2024
PfizerPfizer (PFE)
0.59%0%37.36%10/7/2024
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
0.54%0%2.84%1/19/2024
IntelIntel (INTC)
0.52%0%35.31%9/12/2023
Coca-ColaCoca-Cola (KO)
0.5%0%10.58%12/9/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.5%0%3.4%2/1/2024
TargetTarget (TGT)
0.5%0%28.12%12/6/2024
Domino'sDomino's (DPZ)
0.48%0%8.21%8/27/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.44%0%17.22%7/28/2023
UnitedHealthUnitedHealth (UNH)
0.36%0%3.79%7/1/2025
NVIDIANVIDIA (NVDA)
0.34%0%7.58%5/12/2025
YumYum (YUM)
0.32%0%10.74%9/16/2024
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
0.29%0%3.32%1/26/2024
US BancorpUS Bancorp (USB)
0.25%0%10.11%1/30/2023
CiscoCisco (CSCO)
0.23%0%8.85%6/13/2023
VF CorpVF Corp (VFC)
0.22%0%5.13%6/6/2023
McDonald'sMcDonald's (MCD)
0.22%0%10.35%10/31/2024
Vanguard Intermediate-Term CorpVanguard Intermediate-Term Corp (VCIT)
0.22%0%2.29%1/10/2024
IntuitIntuit (INTU)
0.19%0%4.03%2/26/2025
AutodeskAutodesk (ADSK)
0.17%0%5.69%3/19/2025
AMDAMD (AMD)
0.17%0%17.69%6/24/2025
Morgan StanleyMorgan Stanley (MS)
0.17%0%7.66%2/21/2023
Block Inc.Block Inc. (XYZ)
0.17%0%16.11%7/21/2025
AirbnbAirbnb (ABNB)
0.16%0%7.03%7/7/2025
LululemonLululemon (LULU)
0.16%0%5.06%10/24/2024
iShares Global REIT ETFiShares Global REIT ETF (REET)
0.16%0%3.48%3/7/2024
T. Rowe PriceT. Rowe Price (TROW)
0.16%0%12.8%7/12/2023
BNY MellonBNY Mellon (BK)
0.15%0%9.48%11/28/2022
ColgateColgate (CL)
0.14%0%5.29%3/31/2023
Procter & GambleProcter & Gamble (PG)
0.14%0%3.71%3/16/2023
FactSetFactSet (FDS)
0.14%2.53%4.98%-
MondelezMondelez (MDLZ)
0.12%0%5.13%3/20/2023
AtlassianAtlassian (TEAM)
0.11%0%6.08%4/19/2024
CopartCopart (CPRT)
0.11%2.35%4.9%-
CME GroupCME Group (CME)
0.11%0%4.74%9/23/2024
Macy'sMacy's (M)
0.1%0%8.45%11/29/2023
Novo-NordiskNovo-Nordisk (NVO)
0.1%0%2.37%2/21/2025
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
0.09%0%0.87%11/28/2023
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.08%0%3.08%9/16/2022
iShares Core Dividend Growth ETFiShares Core Dividend Growth ETF (DGRO)
0.08%0%1.03%1/25/2024
AflacAflac (AFL)
0.08%0%4.98%6/2/2023
BlackRockBlackRock (BLK)
0.07%0%5.06%6/17/2024
PrudentialPrudential (PRU)
0.06%0%4.98%6/10/2022
PaycomPaycom (PAYC)
0.06%0%3.79%3/28/2024
TeleperformanceTeleperformance (TEP.PA)
0.06%0%6.16%4/19/2024
Union PacificUnion Pacific (UNP)
0.06%0%2.37%12/13/2022
AlibabaAlibaba (9988.HK)
0.06%0%3.55%8/25/2022
VerizonVerizon (VZ)
0.06%0%5.13%1/30/2023
KellanovaKellanova (K)
0.05%0%4.34%8/14/2023
Match GroupMatch Group (MTCH)
0.05%0%3.71%9/1/2022
Shake ShackShake Shack (SHAK)
0.05%0%1.74%3/31/2022
KrogerKroger (KR)
0.04%0%8.21%3/15/2023
UltaUlta (ULTA)
0.04%0%0.79%8/10/2023
ASMLASML (ASML)
0.04%0%0.71%3/17/2025
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.04%0%0.55%1/29/2024
iShares iBoxx $ Investment Grade Corporate Bond ETFiShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
0.04%0%0.87%12/12/2023
UberUber (UBER)
0.04%0%3.08%2/7/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.04%0%1.42%4/19/2024
WorkdayWorkday (WDAY)
0.03%0%1.82%2/5/2025
MorningstarMorningstar (MORN)
0.03%0%1.11%6/4/2025
BookingBooking (BKNG)
0.03%0%1.82%9/4/2022
WalgreensWalgreens (WBA)
0.03%0%2.76%6/5/2023
eBayeBay (EBAY)
0.03%0%4.34%11/23/2022
AT&TAT&T (T)
0.03%0%1.74%7/28/2022
iShares Core S&P Total U.S. Stock Market ETFiShares Core S&P Total U.S. Stock Market ETF (ITOT)
0.02%0%0.55%12/11/2023
NuNu (NU)
0.02%0%2.61%4/23/2025
iShares Core MSCI EAFE ETFiShares Core MSCI EAFE ETF (IEFA)
0.02%0%0.47%1/25/2024
ChipotleChipotle (CMG)
0.02%0%1.42%1/21/2022
AllstateAllstate (ALL)
0.02%0%1.58%6/3/2022
HPHP (HPQ)
0.02%0%1.5%1/25/2023
AllyAlly (ALLY)
0.01%0%1.42%5/26/2023
Kimberly-ClarkKimberly-Clark (KMB)
0.01%0%0.79%5/23/2022
Medical Properties TrustMedical Properties Trust (MPW)
0.01%0%0.55%10/12/2022
TSMCTSMC (TSM)
0.01%0%1.34%11/8/2022
XiaomiXiaomi (1810.HK)
0.01%0%1.42%1/21/2022
AdidasAdidas (ADS.DE)
0.01%0%1.42%1/21/2022
Stanley Black & DeckerStanley Black & Decker (SWK)
0.01%0%0.95%11/23/2022
EtsyEtsy (ETSY)
0.01%0%1.42%1/21/2022
Kraft HeinzKraft Heinz (KHC)
0.01%0%0.79%8/14/2023
Cincinnati FinancialCincinnati Financial (CINF)
0.01%0%0.79%5/26/2022
SoFiSoFi (SOFI)
0.01%0%1.97%2/8/2024
TwitterTwitter (TWTR)
0.01%0%1.42%1/21/2022
ShopifyShopify (SHOP)
0.01%0%0.47%9/16/2024
Take-TwoTake-Two (TTWO)
0.01%0%0.47%8/8/2022
EAEA (EA)
0.01%0%0.32%2/2/2024
UmicoreUmicore (UMI.BR)
0.01%0%1.42%1/21/2022
UpstartUpstart (UPST)
0.01%0%2.45%9/1/2022
PinterestPinterest (PINS)
0.01%0%1.66%2/12/2024
TencentTencent (0700.HK)
0.01%0%1.18%8/23/2022
Monster BeverageMonster Beverage (MNST)
0.01%0%1.18%2/25/2022
Capital OneCapital One (COF)
0.01%0%0.55%5/26/2023
CoStarCoStar (CSGP)
0.01%0%0.71%2/7/2024
Wells FargoWells Fargo (WFC)
0.01%0%1.03%1/25/2023
ICEICE (ICE)
0.01%0%0.24%11/3/2022
MetLifeMetLife (MET)
0%0%0.71%5/25/2022
ZillowZillow (Z)
0%0%1.42%1/21/2022
ZoomZoom (ZM)
0%0%0.63%2/9/2024
FiverrFiverr (FVRR)
0%0%0.87%2/9/2024
TravelersTravelers (TRV)
0%0%0.39%6/6/2022
Trade DeskTrade Desk (TTD)
0%0%0.39%2/6/2024
AlibabaAlibaba (BABA)
0%0%0.39%2/12/2024
TJXTJX (TJX)
0%0%0.32%6/6/2023
UbisoftUbisoft (UBI.PA)
0%0%0.63%1/11/2022
WalmartWalmart (WMT)
0%0%0.55%2/17/2022
JDJD (9618.HK)
0%0%0.55%8/24/2022
PPGPPG (PPG)
0%0%0.24%5/19/2022
ZendeskZendesk (ZEN.US)
0%0%0.71%1/12/2022
HersheyHershey (HSY)
0%0%0.08%1/26/2024
SeaSea (SE)
0%0%0.24%2/12/2024
MicronMicron (MU)
0%0%0.32%9/9/2022
Tyson FoodsTyson Foods (TSN)
0%0%0.16%6/7/2023
ParamountParamount (PARA)
0%0%0.32%5/23/2023
KeringKering (KER.PA)
0%0%0.32%1/7/2022
WorldlineWorldline (WLN.PA)
0%0%0.24%1/6/2022
Jack in the BoxJack in the Box (JACK)
0%0%0.24%1/7/2022
Estee LauderEstee Lauder (EL)
0%0%0.08%2/1/2024
PalantirPalantir (PLTR)
0%0%0.08%2/6/2024
LyftLyft (LYFT)
0%0%0.08%11/14/2024
NasdaqNasdaq (NDAQ)
0%0%0.08%3/26/2025
CoupangCoupang (CPNG)
0%0%0.08%3/6/2025
MercadoLibreMercadoLibre (MELI)
0%0%0.08%9/4/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AdobeAdobe (ADBE)
19.61%18.56%
AlphabetAlphabet (GOOG)
18.05%18.47%
MetaMeta (META)
17.75%17.93%
VisaVisa (V)
11.43%11.82%
PayPalPayPal (PYPL)
11.43%11.27%
MastercardMastercard (MA)
9.02%9.27%
RBIRBI (QSR)
4.21%4.09%
S&P GlobalS&P Global (SPGI)
3.31%3.39%
AmazonAmazon (AMZN)
3.01%3.13%
UberUber (UBER)
0.9%0.87%
AMDAMD (AMD)
0.9%0.82%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments