NicoScarabello avatar

NicoScarabello
🇨🇭 Growth Investor.
24 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
December 20, 2022
Lowest Cash
September 28, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
59 instruments
June 30, 2023
Least Diversified
4 instruments
September 8, 2022
Average
40.6 instruments

Most Consistent Holdings

Top 5

avatarKO
98.77%
avatarDG.PA
98.47%
avatarMSFT
98.36%
avatarMCD
90.9%
avatarMA
89.78%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 28, 2022
Lowest Exposure
December 20, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
25.52%
Technology Services
15.46%
ETFs
9.56%
Consumer Non Durables
7.5%
Consumer Durables
5.92%

Top Countries

Top 5

🇺🇸United States
46.44%
🇫🇷France
20.24%
🇨🇭Switzerland
3.35%
🇹🇼Taiwan
3.14%
🇮🇹Italy
2.35%

Holdings over time

(Since September 8, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
MicrosoftMicrosoft (MSFT)
4.47%5.67%98.36%-
AlphabetAlphabet (GOOG)
4.44%9.01%77.51%-
BNP ParibasBNP Paribas (BNP.PA)
3.41%0%79.96%11/22/2024
TotalEnergiesTotalEnergies (TTE.PA)
3.31%0%40.8%3/13/2024
VinciVinci (DG.PA)
3.28%3.32%98.47%-
MastercardMastercard (MA)
3.21%3.85%89.78%-
TSMCTSMC (TSM)
3.14%6.07%70.14%-
CaterpillarCaterpillar (CAT)
2.8%3.48%80.47%-
BlackRockBlackRock (BLK)
2.65%4.93%77.61%-
LVMHLVMH (MC.PA)
2.51%0%69.33%8/21/2024
PepsiCoPepsiCo (PEP)
2.48%1.76%87.42%-
AXAAXA (CS.PA)
2.19%0%79.96%11/22/2024
ToyotaToyota (TM)
2.15%1.9%78.32%-
McDonald'sMcDonald's (MCD)
2.09%2.59%90.9%-
Realty IncomeRealty Income (O)
1.95%0%51.84%3/4/2024
VICI PropertiesVICI Properties (VICI)
1.91%2.48%76.07%-
Coca-ColaCoca-Cola (KO)
1.9%1.03%98.77%-
VisaVisa (V)
1.88%3.92%69.12%-
NextEraNextEra (NEE)
1.83%1.77%88.75%-
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
1.78%0%66.87%5/8/2025
Novo NordiskNovo Nordisk (NOVO-B.CO)
1.74%4.16%71.88%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.71%2.11%72.6%-
FortinetFortinet (FTNT)
1.68%3.38%66.67%-
Credit AgricoleCredit Agricole (ACA.PA)
1.56%0%58.59%4/25/2024
Zurich InsuranceZurich Insurance (ZURN.ZU)
1.5%1.82%80.47%-
Johnson & JohnsonJohnson & Johnson (JNJ)
1.4%0%49.28%2/9/2024
Dassault SystemesDassault Systemes (DSY.PA)
1.34%2.12%66.16%-
SanlorenzoSanlorenzo (SL.MI)
1.29%3.68%43.76%-
EngieEngie (ENGI.PA)
1.25%0%41.62%2/8/2024
UnitedHealthUnitedHealth (UNH)
1.22%3.63%46.63%-
EvolutionEvolution (EVO.ST)
1.22%2.14%49.8%-
AllegionAllegion (ALLE)
1.22%1.8%62.78%-
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
1.17%1.27%58.08%-
S&P GlobalS&P Global (SPGI)
0.98%1.22%71.88%-
iShares MSCI India ETFiShares MSCI India ETF (INDA)
0.92%0%48.98%1/2/2025
NYMTNYMT (NYMT)
0.91%0%28.22%7/10/2023
AESI HoldingsAESI Holdings (AESI)
0.84%0.89%49.8%-
Schneider ElectricSchneider Electric (SU.PA)
0.84%3.18%36.71%-
Invesco QQQInvesco QQQ (QQQ)
0.81%0%68.1%4/23/2025
Vanguard Russell 1000 Growth ETFVanguard Russell 1000 Growth ETF (VONG)
0.78%0%63.09%3/11/2025
ShellShell (SHEL.L)
0.76%0%19.02%7/17/2023
Swiss LifeSwiss Life (SLHN.ZU)
0.73%0%37.01%4/5/2024
Poste ItalianePoste Italiane (PST.MI)
0.69%0%24.64%8/23/2023
Renewables Infrastructure GroupRenewables Infrastructure Group (TRIG.L)
0.69%0%42.84%2/20/2024
RichemontRichemont (CFR.ZU)
0.66%0%36.2%6/20/2024
ExlServiceExlService (EXLS)
0.63%1.65%42.94%-
AfyaAfya (AFYA)
0.63%1.4%43.56%-
Global X Lithium & Battery Tech ETFGlobal X Lithium & Battery Tech ETF (LIT)
0.61%0%29.24%4/12/2024
ResMedResMed (RMD)
0.6%1.2%66.36%-
First Trust Water ETFFirst Trust Water ETF (FIW.US)
0.6%0%27.51%4/23/2024
iShares Core High Dividend ETFiShares Core High Dividend ETF (HDV)
0.58%0%23.31%2/16/2024
NVIDIANVIDIA (NVDA)
0.54%2.46%25.77%-
MSCIMSCI (MSCI)
0.47%0.99%41.62%-
NMI HoldingsNMI Holdings (NMIH)
0.46%0.86%49.49%-
IBMIBM (IBM)
0.44%0%33.44%4/29/2024
Arbor RealtyArbor Realty (ABR)
0.43%0%17.18%8/16/2023
RenaultRenault (RNO.PA)
0.42%0%21.88%8/15/2023
Ares CapitalAres Capital (ARCC)
0.38%0%41.41%6/17/2024
UPSUPS (UPS)
0.38%0%28.94%2/28/2024
EverestEverest (EG)
0.38%0.6%48.67%-
EnelEnel (ENEL.MI)
0.37%0%33.23%3/19/2024
RWERWE (RWE.DE)
0.35%0%19.94%7/17/2023
LenovoLenovo (0992.HK)
0.35%0%22.09%8/17/2023
AdobeAdobe (ADBE)
0.32%1.09%45.6%-
EnphaseEnphase (ENPH)
0.31%0%30.98%7/24/2024
WalgreensWalgreens (WBA)
0.3%0%18.51%7/12/2023
Financial Select Sector SPDRFinancial Select Sector SPDR (XLF)
0.29%0%20.55%2/1/2024
VerisignVerisign (VRSN)
0.28%0.73%45.09%-
LogitechLogitech (LOGN.ZU)
0.27%0%18.92%7/17/2023
Main Street CapitalMain Street Capital (MAIN)
0.26%0%27.3%3/14/2024
AppleApple (AAPL)
0.26%0%17.48%10/16/2023
ASMLASML (ASML.NV)
0.26%1.85%20.86%-
OMAOMA (OMAB)
0.26%0%32.31%1/14/2025
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.25%0%17.08%10/16/2023
OrstedOrsted (ORSTED.CO)
0.25%0%24.13%1/18/2024
NapcoNapco (NSSC)
0.23%0.76%29.24%-
STAGSTAG (STAG)
0.22%0%23.52%2/5/2024
Essential UtilitiesEssential Utilities (WTRG)
0.21%0%11.25%7/24/2023
NestleNestle (NESN.ZU)
0.2%0%24.95%2/12/2024
AltriaAltria (MO)
0.19%0%18%11/29/2023
Mercedes-BenzMercedes-Benz (MBG.DE)
0.19%0%13.19%9/11/2023
iShares MSCI China ETFiShares MSCI China ETF (MCHI)
0.16%0%9.51%12/13/2023
Rio TintoRio Tinto (RIO)
0.15%0%27.4%2/15/2024
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
0.14%0%12.78%3/27/2024
KeringKering (KER.PA)
0.13%0%17.48%2/12/2024
Eli LillyEli Lilly (LLY)
0.13%0.67%17.18%-
WP CareyWP Carey (WPC)
0.1%0%9.51%10/2/2023
UnileverUnilever (ULVR.L)
0.09%0%7.16%8/11/2023
QualcommQualcomm (QCOM)
0.08%0%10.02%8/15/2023
AlphabetAlphabet (GOOGL)
0.08%0%5.42%7/17/2023
PayPalPayPal (PYPL)
0.07%0%3.78%6/23/2023
Hut 8Hut 8 (HUT)
0.06%0%8.38%2/14/2024
Academy SportsAcademy Sports (ASO)
0.06%0%9.41%8/8/2023
MetaMeta (META)
0.03%0%2.15%6/22/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
AlphabetAlphabet (GOOG)
7.08%8.21%
TSMCTSMC (TSM)
4.43%6.38%
MicrosoftMicrosoft (MSFT)
5.45%5.53%
BlackRockBlackRock (BLK)
3.84%4.58%
CaterpillarCaterpillar (CAT)
3.36%3.92%
MastercardMastercard (MA)
3.29%3.75%
SanlorenzoSanlorenzo (SL.MI)
4.77%3.7%
VisaVisa (V)
3.34%3.65%
Novo NordiskNovo Nordisk (NOVO-B.CO)
4.4%3.37%
FortinetFortinet (FTNT)
2.3%3.34%
EvolutionEvolution (EVO.ST)
4.62%3.3%
UnitedHealthUnitedHealth (UNH)
3.71%3.12%
VinciVinci (DG.PA)
3.38%2.81%
McDonald'sMcDonald's (MCD)
2.73%2.63%
VICI PropertiesVICI Properties (VICI)
2.9%2.5%
Dassault SystemesDassault Systemes (DSY.PA)
2.87%2.37%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
1.87%2.26%
PepsiCoPepsiCo (PEP)
2.78%2.21%
ToyotaToyota (TM)
2.17%2.17%
Vanguard Health Care ETFVanguard Health Care ETF (VHT)
2.25%2.11%
Schneider ElectricSchneider Electric (SU.PA)
1.99%1.98%
NextEraNextEra (NEE)
1.97%1.92%
AllegionAllegion (ALLE)
1.75%1.84%
Zurich InsuranceZurich Insurance (ZURN.ZU)
1.71%1.79%
ExlServiceExlService (EXLS)
1.29%1.69%
AESI HoldingsAESI Holdings (AESI)
1.5%1.69%
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
1.3%1.46%
AfyaAfya (AFYA)
1.7%1.36%
S&P GlobalS&P Global (SPGI)
1.07%1.28%
ResMedResMed (RMD)
1.19%1.19%
MSCIMSCI (MSCI)
0.95%1.14%
iShares MSCI India ETFiShares MSCI India ETF (INDA)
1.07%1.12%
Vanguard Russell 1000 Growth ETFVanguard Russell 1000 Growth ETF (VONG)
0.8%1.06%
NapcoNapco (NSSC)
1.48%1.01%
Invesco QQQInvesco QQQ (QQQ)
0.8%0.99%
Coca-ColaCoca-Cola (KO)
1.07%0.98%
NMI HoldingsNMI Holdings (NMIH)
0.8%0.87%
AdobeAdobe (ADBE)
1.01%0.84%
Eli LillyEli Lilly (LLY)
0.81%0.73%
EverestEverest (EG)
0.79%0.69%
ASMLASML (ASML.NV)
0.73%0.68%
OMAOMA (OMAB)
0.75%0.65%
VerisignVerisign (VRSN)
0.61%0.59%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments