NicoRomix avatar

NicoRomix
🇮🇹 Value Software and Manufacturing Investor.
39 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 13, 2022
Lowest Cash
January 25, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
39 instruments
October 28, 2023
Least Diversified
0 instruments
October 20, 2025
Average
16.9 instruments

Most Consistent Holdings

Top 5

avatarNKE
41.77%
avatarTPL
41.63%
avatarPFE
36.49%
avatarMSFT
36.28%
avatarIIPR
35.35%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 25, 2022
Lowest Exposure
January 13, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Health Technology
9.56%
ETFs
8.57%
Consumer Non Durables
8.46%
Technology Services
7.64%
Electronic Technology
6.78%

Top Countries

Top 5

🇺🇸United States
52.94%
🇮🇹Italy
2%
🇩🇰Denmark
1.27%
🇳🇱Netherlands
1.26%
🇧🇲Bermuda
0.96%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
PfizerPfizer (PFE)
2.82%0%36.49%5/8/2024
MicrosoftMicrosoft (MSFT)
2.59%9.79%36.28%-
NikeNike (NKE)
2.14%5.11%41.77%-
NucorNucor (NUE)
2.14%0%17.39%11/6/2024
MetaMeta (META)
2.04%10.94%28.15%-
AlphabetAlphabet (GOOG)
2.01%0%26.73%8/22/2025
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.84%0%23.81%1/17/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
1.81%0%24.8%11/18/2024
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
1.74%0%15.89%1/27/2025
AltriaAltria (MO)
1.71%0%31.5%11/19/2025
3M3M (MMM)
1.67%0%28.58%3/13/2024
D.R. HortonD.R. Horton (DHI)
1.56%4.57%28.51%-
Texas PacificTexas Pacific (TPL)
1.55%4.72%41.63%-
TennantTennant (TNC)
1.33%0%17.11%1/10/2025
Novo-NordiskNovo-Nordisk (NVO)
1.27%5.19%30.29%-
iShares MSCI Switzerland ETFiShares MSCI Switzerland ETF (EWL)
1.26%0%19.74%1/27/2025
MerckMerck (MRK)
1.23%0%31.58%8/22/2025
CaterpillarCaterpillar (CAT)
1.12%4.73%24.09%-
Old DominionOld Dominion (ODFL)
1.11%4.15%26.87%-
VerizonVerizon (VZ)
1.05%0%16.75%10/24/2023
CiscoCisco (CSCO)
1.04%0%16.18%1/24/2024
IntelIntel (INTC)
1.04%0%18.03%9/17/2024
FerrariFerrari (RACE)
1.03%9.29%27.3%-
LennarLennar (LEN)
0.99%0%15.82%7/22/2025
UPSUPS (UPS)
0.97%0%22.59%6/3/2024
NVIDIANVIDIA (NVDA)
0.96%0%23.73%11/19/2025
ASMLASML (ASML)
0.95%0%28.23%12/4/2025
AppleApple (AAPL)
0.94%0%16.11%2/19/2025
StarbucksStarbucks (SBUX)
0.91%0%19.17%5/23/2024
Steel DynamicsSteel Dynamics (STLD)
0.9%0%13.19%10/15/2024
Lotus Bakeries NVLotus Bakeries NV (LOTB.BR)
0.89%4.51%20.1%-
LVMHLVMH (MC.PA)
0.75%0%23.95%8/22/2025
IIPRIIPR (IIPR)
0.72%0%35.35%11/2/2023
VisaVisa (V)
0.71%9.77%32.36%-
iShares Silver TrustiShares Silver Trust (SLV)
0.69%0%22.81%8/23/2024
EAEA (EA)
0.67%0%15.47%3/19/2025
AbbVieAbbVie (ABBV)
0.66%0%15.47%11/25/2024
ViatrisViatris (VTRS)
0.63%0%17.18%11/10/2023
WalmartWalmart (WMT)
0.62%0%7.56%10/24/2023
McDonald'sMcDonald's (MCD)
0.61%0%16.54%11/8/2024
AlbemarleAlbemarle (ALB)
0.6%0%17.61%2/26/2024
GlaxoSmithKlineGlaxoSmithKline (GSK)
0.59%0%6.7%4/23/2024
UnitedHealthUnitedHealth (UNH)
0.58%0%12.4%9/9/2025
Coca-ColaCoca-Cola (KO)
0.57%4.68%18.89%-
Ardmore ShippingArdmore Shipping (ASC)
0.55%0%9.12%1/10/2025
MedifastMedifast (MED.US)
0.55%0%12.97%1/26/2024
ExxonMobilExxonMobil (XOM)
0.54%0%12.76%3/14/2024
iShares US Treasury Bond ETFiShares US Treasury Bond ETF (GOVT)
0.54%0%10.91%9/1/2022
Mueller IndustriesMueller Industries (MLI)
0.54%0%11.83%8/5/2025
SPDR GoldSPDR Gold (GLD)
0.53%0%8.41%7/30/2024
Bank OZKBank OZK (OZK)
0.52%5.2%22.02%-
Vanguard Long-Term Bond ETFVanguard Long-Term Bond ETF (BLV)
0.51%0%10.98%9/4/2022
SimpsonSimpson (SSD)
0.48%4.33%17.53%-
Buzzi SpaBuzzi Spa (BZU.MI)
0.48%4.64%11.55%-
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
0.47%0%8.77%8/1/2022
MonclerMoncler (MONC.MI)
0.46%0%21.95%8/27/2025
CoterraCoterra (CTRA)
0.44%0%11.4%1/10/2025
EssentEssent (ESNT)
0.41%0%16.75%3/4/2025
BookingBooking (BKNG)
0.41%0%18.46%11/18/2025
VF CorpVF Corp (VFC)
0.4%0%6.2%11/11/2022
Procter & GambleProcter & Gamble (PG)
0.39%0%7.06%10/31/2023
Monolithic PowerMonolithic Power (MPWR)
0.37%0%7.98%2/20/2025
Lockheed MartinLockheed Martin (LMT)
0.37%0%16.82%3/26/2024
NestleNestle (NESN.ZU)
0.36%0%15.97%2/13/2025
MetLifeMetLife (MET)
0.36%0%6.06%10/16/2023
Xtrackers II EUR Overnight Rate Swap UCITS ETFXtrackers II EUR Overnight Rate Swap UCITS ETF (XEON.DE)
0.36%0%4.85%11/21/2025
iPath Bloomberg Commodity Index Total Return ETNiPath Bloomberg Commodity Index Total Return ETN (DJP)
0.34%0%10.33%9/24/2024
MastercardMastercard (MA)
0.34%0%17.46%8/22/2025
TSMCTSMC (TSM)
0.31%0%15.97%9/8/2025
International PaperInternational Paper (IP.US)
0.31%0%7.77%4/20/2022
ConocoPhillipsConocoPhillips (COP)
0.31%0%15.32%12/20/2024
StellantisStellantis (STLA.US)
0.31%0%6.56%11/8/2024
WhirlpoolWhirlpool (WHR)
0.3%0%3.64%6/21/2022
Realty IncomeRealty Income (O)
0.29%0%7.27%12/4/2023
RocheRoche (ROG.ZU)
0.28%0%11.26%5/8/2024
WisdomTree WTI Crude OilWisdomTree WTI Crude Oil (OD7F.DE)
0.27%0%11.19%12/20/2024
ChevronChevron (CVX)
0.26%0%11.33%9/24/2024
SonySony (SONY)
0.22%0%10.12%7/9/2024
PepsiCoPepsiCo (PEP)
0.21%0%16.82%1/17/2025
ExpeditorsExpeditors (EXPD)
0.2%0%5.77%5/7/2024
ColgateColgate (CL)
0.2%0%11.55%12/20/2024
HoneywellHoneywell (HON)
0.19%0%1.92%3/3/2022
Home DepotHome Depot (HD)
0.18%0%10.12%5/9/2024
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
0.17%0%5.99%1/10/2025
CactusCactus (WHD)
0.15%0%6.99%3/28/2025
TravelersTravelers (TRV)
0.14%0%2.21%4/23/2024
ZIMZIM (ZIM)
0.14%0%12.26%12/15/2023
Alpha MetallurgicalAlpha Metallurgical (AMR)
0.13%0%7.48%11/21/2024
American ExpressAmerican Express (AXP)
0.12%0%5.99%11/14/2023
LogitechLogitech (LOGI)
0.11%0%5.49%3/5/2025
Leggett & PlattLeggett & Platt (LEG)
0.11%0%9.41%3/14/2024
UnileverUnilever (UL.US)
0.11%0%3.06%4/11/2022
Domino'sDomino's (DPZ)
0.11%0%4.49%10/30/2024
HPHP (HPQ)
0.1%0%6.49%11/15/2023
Thermo FisherThermo Fisher (TMO)
0.1%0%5.63%12/20/2024
Franklin ElectricFranklin Electric (FELE)
0.1%0%4.92%2/18/2025
Boise CascadeBoise Cascade (BCC)
0.1%0%8.05%7/25/2024
LCILCI (LCII)
0.1%0%10.76%12/20/2023
IBMIBM (IBM)
0.1%0%4.7%5/8/2024
Philip MorrisPhilip Morris (PM)
0.09%0%2.92%8/18/2023
NovartisNovartis (NVS)
0.09%0%5.92%5/8/2024
ITWITW (ITW)
0.08%0%1.28%5/8/2024
Reliance SteelReliance Steel (RS)
0.08%0%1.85%5/21/2024
HumanaHumana (HUM)
0.08%0%1.64%7/19/2023
Ishares MSCI JAPAN ETFIshares MSCI JAPAN ETF (EWJ)
0.08%0%4.21%8/7/2024
AmphenolAmphenol (APH)
0.08%0%4.35%3/19/2025
EquinorEquinor (EQNR)
0.08%0%3.78%9/17/2024
FedExFedEx (FDX)
0.08%0%3.78%10/30/2024
CognexCognex (CGNX)
0.07%0%8.91%12/14/2023
MondelezMondelez (MDLZ)
0.07%0%4.35%4/8/2024
Torm PLCTorm PLC (TRMD-A.CO)
0.07%0%3.99%12/20/2024
DolbyDolby (DLB)
0.06%0%3.42%9/24/2024
PaycomPaycom (PAYC)
0.06%0%3.21%11/24/2025
MGP IngredientsMGP Ingredients (MGPI)
0.06%0%3.71%12/20/2024
RaytheonRaytheon (RTX)
0.06%0%3.56%10/25/2023
Tyson FoodsTyson Foods (TSN)
0.05%0%5.56%7/25/2023
Genuine PartsGenuine Parts (GPC)
0.05%0%1.28%6/3/2024
AbbottAbbott (ABT)
0.05%0%1.35%6/3/2024
Texas InstrumentsTexas Instruments (TXN)
0.04%0%3.99%11/15/2023
LindeLinde (LIN)
0.04%0%2.07%5/23/2024
TargetTarget (TGT)
0.04%0%0.78%6/3/2024
VanEck Vectors Russia ETFVanEck Vectors Russia ETF (RSX)
0.04%0%23.95%2/22/2023
Hashdex Nasdaq Crypto Index Europe ETPHashdex Nasdaq Crypto Index Europe ETP (HDX1.DE)
0.04%3.14%1.28%-
TFITFI (TFII)
0.03%0%3.28%6/12/2023
ZegnaZegna (ZGN)
0.03%0%1.71%5/2/2024
TronoxTronox (TROX)
0.03%0%3.42%6/14/2023
EdisonEdison (EIX)
0.03%0%3.28%2/28/2025
Foot LockerFoot Locker (FL)
0.03%0%3.49%8/30/2023
United States Oil FundUnited States Oil Fund (USO)
0.03%0%2.28%3/10/2025
MedtronicMedtronic (MDT.US)
0.02%0%2.42%11/15/2023
ChipotleChipotle (CMG)
0.02%0%1.21%11/19/2025
HasbroHasbro (HAS)
0.02%0%1.07%11/15/2023
GracoGraco (GGG)
0.02%0%0.43%6/3/2024
CF IndustriesCF Industries (CF)
0.02%0%1.85%6/12/2023
SalesforceSalesforce (CRM)
0.01%0%0.29%6/3/2024
Union PacificUnion Pacific (UNP)
0.01%0%0.71%4/25/2024
Power IntegrationsPower Integrations (POWI)
0.01%0%0.57%8/15/2024
DeereDeere (DE)
0.01%0%1.07%9/5/2023
Cincinnati FinancialCincinnati Financial (CINF)
0.01%0%0.21%1/13/2025
KraneShares Global Carbon ETFKraneShares Global Carbon ETF (KRBN)
0.01%0%0.71%3/14/2022
Tractor SupplyTractor Supply (TSCO)
0.01%0%0.93%6/12/2023
MarriottMarriott (MAR)
0.01%0%0.43%8/7/2024
CumminsCummins (CMI)
0.01%0%0.71%1/10/2022
BrunswickBrunswick (BC)
0.01%0%0.36%6/3/2024
British American TobaccoBritish American Tobacco (BTI)
0.01%0%0.57%12/14/2023
Northrop GrummanNorthrop Grumman (NOC)
0.01%0%0.29%6/17/2024
SanofiSanofi (SAN.PA)
0%0%0.43%11/2/2023
AT&TAT&T (T)
0%0%0.36%1/5/2022
NetflixNetflix (NFLX)
0%0%0.07%1/25/2022
FMCFMC (FMC)
0%0%0.29%7/14/2023
Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
0%0%0.07%2/25/2022
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0%0%0.07%7/18/2023
CDWCDW (CDW)
0%0%0.07%4/20/2023
Sberbank of RussiaSberbank of Russia (SBERL.L)
0%0%0.07%2/25/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
D.R. HortonD.R. Horton (DHI)
10.07%10.08%
Monolithic PowerMonolithic Power (MPWR)
5.25%5.32%
MerckMerck (MRK)
5.41%5.21%
EssentEssent (ESNT)
4.85%5.16%
iShares Core FTSE 100 UCITS ETF (Dist)iShares Core FTSE 100 UCITS ETF (Dist) (ISF.L)
4.82%5.12%
iShares MSCI Switzerland ETFiShares MSCI Switzerland ETF (EWL)
5.03%5.06%
EAEA (EA)
4.87%4.98%
LennarLennar (LEN)
5.31%4.96%
Ardmore ShippingArdmore Shipping (ASC)
6.07%4.77%
SPDR Dow Jones Industrial Average ETF TrustSPDR Dow Jones Industrial Average ETF Trust (DIA.US)
2.9%2.95%
TennantTennant (TNC)
2.72%2.52%
NestleNestle (NESN.ZU)
2.25%2.15%
MonclerMoncler (MONC.MI)
2%2.13%
Novo-NordiskNovo-Nordisk (NVO)
2.5%2.1%
TSMCTSMC (TSM)
1.93%2.07%
CactusCactus (WHD)
1.93%2.06%
ASMLASML (ASML)
1.93%2.05%
Bank OZKBank OZK (OZK)
1.93%2.04%
VisaVisa (V)
1.93%2.04%
MastercardMastercard (MA)
1.93%2.04%
LVMHLVMH (MC.PA)
1.83%2.03%
NVIDIANVIDIA (NVDA)
1.93%2.01%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
1.93%2%
Franklin ElectricFranklin Electric (FELE)
1.93%1.99%
LogitechLogitech (LOGI)
1.93%1.99%
Old DominionOld Dominion (ODFL)
2.07%1.98%
FerrariFerrari (RACE)
1.93%1.97%
NikeNike (NKE)
1.93%1.97%
AlphabetAlphabet (GOOG)
1.73%1.97%
Texas PacificTexas Pacific (TPL)
1.93%1.96%
MetaMeta (META)
1.72%1.9%
CoterraCoterra (CTRA)
1.75%1.89%
MicrosoftMicrosoft (MSFT)
1.76%1.88%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments