QBFund avatar

QBFund
🇮🇹 Retail and Financial Services Investor.
68 copiers.

Cash Allocation

Range

Highest Cash
November 5, 2022
Lowest Cash
April 22, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
30 instruments
February 11, 2022
Least Diversified
0 instruments
February 2, 2025
Average
23.6 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.91%
avatarETSY
99.91%
avatarABBV
99.91%
avatarLEN
99.91%
avatarNEM
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 22, 2022
Lowest Exposure
November 5, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Health Technology
22.68%
Retail Trade
20.53%
Finance
11.38%
Cryptocurrencies
8.31%
ETFs
7.46%

Top Countries

Top 5

🇺🇸United States
58.74%
🇮🇹Italy
7.69%
🇩🇪Germany
5.34%
🇺🇾Uruguay
5.14%
🇰🇿Kazakhstan
2.7%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AmazonAmazon (AMZN)
12.47%0%94.25%2/1/2025
Thermo FisherThermo Fisher (TMO)
11.29%0%99.54%2/1/2025
Build and BuildBuild and Build (BNB)
8.24%0%57.12%10/21/2023
VisaVisa (V)
5.85%0%73.27%2/1/2025
MercadoLibreMercadoLibre (MELI)
5.14%0%99.91%2/1/2025
E.ONE.ON (EOAN.DE)
3.65%0%51.09%8/9/2023
FinecoBankFinecoBank (FBK.MI)
3.52%0%48.81%2/1/2025
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
3.33%0%72.35%2/1/2025
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
3.16%0%99.91%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
3.02%0%98.72%2/1/2025
SPDR EURO STOXX 50 ETFSPDR EURO STOXX 50 ETF (FEZ)
2.91%0%99.91%2/1/2025
Freedom HoldingFreedom Holding (FRHC)
2.7%0%24.36%2/1/2025
AbbVieAbbVie (ABBV)
2.66%0%99.91%2/1/2025
AppleApple (AAPL)
2.43%0%99.91%2/1/2025
SemrushSemrush (SEMR)
2.36%0%99.91%2/1/2025
SareptaSarepta (SRPT)
2.34%0%99.91%2/1/2025
MSG SportsMSG Sports (MSGS)
2.23%0%72.45%1/23/2025
VertexVertex (VRTX)
2.16%0%74.91%5/1/2024
LennarLennar (LEN)
2.06%0%99.91%2/1/2025
CoherentCoherent (COHR)
1.9%0%99.91%2/1/2025
HUGO BOSSHUGO BOSS (BOSS.DE)
1.69%0%24.82%2/1/2025
Boot BarnBoot Barn (BOOT)
1.5%0%13.32%5/1/2024
EtsyEtsy (ETSY)
1.41%0%99.91%2/1/2025
iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
1.39%0%99.91%2/1/2025
Atlas CopcoAtlas Copco (ATCO-A.ST)
1.26%0%34.22%2/3/2023
ZoetisZoetis (ZTS)
1.21%0%90.69%2/1/2025
NewmontNewmont (NEM)
1.05%0%99.91%2/1/2025
HertzHertz (HTZ)
0.68%0%18.8%8/10/2022
CampariCampari (CPR.MI)
0.65%0%26.64%11/3/2022
CoinbaseCoinbase (COIN)
0.51%0%25.82%10/24/2022
RobinhoodRobinhood (HOOD)
0.48%0%25.27%10/24/2022
Kraft HeinzKraft Heinz (KHC)
0.45%0%19.98%8/10/2022
SNDLSNDL (SNDL)
0.28%0%7.94%3/29/2022
NASDAQ100 Index (Non Expiry)NASDAQ100 Index (Non Expiry) (NSDQ100)
0.27%0%5.11%11/10/2022
TuSimpleTuSimple (TSPH)
0.22%0%66.61%2/12/2024
UniCreditUniCredit (UCG.MI)
0.17%0%5.47%5/10/2022
JacobsJacobs (J)
0.15%0%8.49%4/4/2022
Plantronics IncPlantronics Inc (POLY.US)
0.15%0%7.85%3/28/2022
GER40 Index (Non Expiry)GER40 Index (Non Expiry) (GER40)
0.11%0%1.37%4/22/2022
PelotonPeloton (PTON)
0.06%0%1.82%1/20/2022
DogecoinDogecoin (DOGE)
0.06%0%5.93%2/1/2025
Tri PointeTri Pointe (TPH)
0.05%0%0.82%2/1/2025
EatonEaton (ETN)
0.02%0%0.36%1/4/2022
EniEni (ENI.MI)
0.02%0%0.91%1/10/2022
L3HarrisL3Harris (LHX)
0.02%0%0.55%1/6/2022
Global PaymentsGlobal Payments (GPN)
0.01%0%1.19%1/13/2022
BitcoinBitcoin (BTC)
0%0%0.18%3/4/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      AmazonAmazon (AMZN)
      		10.34%18.33%
      Freedom HoldingFreedom Holding (FRHC)
      		9.74%13.61%
      Thermo FisherThermo Fisher (TMO)
      		12.99%8.31%
      VisaVisa (V)
      		6.5%7.94%
      FinecoBankFinecoBank (FBK.MI)
      		7.58%7.3%
      HUGO BOSSHUGO BOSS (BOSS.DE)
      		10.18%7.21%
      MercadoLibreMercadoLibre (MELI)
      		6.5%5.02%
      Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
      		3.9%4.53%
      iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
      		2.17%3.07%
      MSG SportsMSG Sports (MSGS)
      		2.36%2.71%
      SemrushSemrush (SEMR)
      		3.29%2.6%
      CoherentCoherent (COHR)
      		2.91%2.53%
      SPDR EURO STOXX 50 ETFSPDR EURO STOXX 50 ETF (FEZ)
      		2.17%2.46%
      AbbVieAbbVie (ABBV)
      		1.52%2.32%
      AppleApple (AAPL)
      		1.49%2.23%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		3.25%2.1%
      SareptaSarepta (SRPT)
      		2.06%1.97%
      LennarLennar (LEN)
      		1.73%1.84%
      iShares 7-10 Year Treasury Bond ETFiShares 7-10 Year Treasury Bond ETF (IEF)
      		1.73%1.02%
      ZoetisZoetis (ZTS)
      		1.52%0.97%
      DogecoinDogecoin (DOGE)
      		1.49%0.88%
      NewmontNewmont (NEM)
      		1.3%0.63%
      EtsyEtsy (ETSY)
      		3.25%0.63%

      Cash Exposure Over Time

      Cash Exposure % Over Time