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RickyMoretti
🇮🇹 Income ETF and Other Investor.
1 copier.

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
May 16, 2024
Lowest Cash
April 3, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
42 instruments
September 27, 2024
Least Diversified
1 instruments
May 16, 2024
Average
23.6 instruments

Most Consistent Holdings

Top 5

avatarSWDA.L
90.93%
avatarVUG
90.51%
avatarMOAT
88.4%
avatarVVSM.DE
88.4%
avatarSPY
88.4%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 3, 2024
Lowest Exposure
May 16, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
72.64%
Technology Services
5.66%
Finance
4.03%
Electronic Technology
3.18%
Consumer Non Durables
1.29%

Top Countries

Top 5

🇺🇸United States
15.7%
🇬🇧United Kingdom
0.71%
🇹🇼Taiwan
0.65%

Holdings over time

(Since April 3, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
4.25%4.49%90.93%-
Vanguard Growth ETFVanguard Growth ETF (VUG)
4.22%4.89%90.51%-
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
3.72%5.26%88.4%-
ARK Innovation ETFARK Innovation ETF (ARKK)
3.67%6.14%88.4%-
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
3.67%6.24%88.4%-
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
3.62%5.03%88.4%-
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
3.6%4.96%88.4%-
Invesco QQQInvesco QQQ (QQQ)
3.57%4.91%88.4%-
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
3.52%4.64%88.4%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
3.52%4.64%88.4%-
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
3.5%4.48%88.4%-
Xtrackers Nikkei 225 UCITS ETFXtrackers Nikkei 225 UCITS ETF (XDJP.L)
3.5%4.47%88.4%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
3.5%4.59%88.4%-
Vanguard Information TechnologyVanguard Information Technology (VGT)
3.49%4.86%88.4%-
Vanguard Value ETFVanguard Value ETF (VTV)
3.46%4.34%88.4%-
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
3.42%4.43%88.4%-
VanEck Morningstar Wide Moat ETFVanEck Morningstar Wide Moat ETF (MOAT)
3.41%4.35%88.4%-
VanEck Semiconductor UCITS ETFVanEck Semiconductor UCITS ETF (VVSM.DE)
3.38%4.73%88.4%-
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
3.32%4.11%88.4%-
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
3.3%4.11%88.4%-
AdobeAdobe (ADBE)
1.1%0%32.07%9/27/2024
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.09%0%34.81%9/27/2024
NVIDIANVIDIA (NVDA)
1.05%0%33.54%9/27/2024
VisaVisa (V)
1.01%0%33.54%9/27/2024
Amundi S&P Global Luxury UCITS ETFAmundi S&P Global Luxury UCITS ETF (GLUX.DE)
0.98%0%37.34%11/22/2024
OracleOracle (ORCL)
0.95%0%31.43%9/27/2024
MastercardMastercard (MA)
0.75%0%24.47%9/27/2024
British American TobaccoBritish American Tobacco (BTI)
0.71%0%21.1%9/18/2024
HPHP (HPQ)
0.67%0%23%9/27/2024
TSMCTSMC (TSM)
0.65%0%22.36%9/27/2024
DisneyDisney (DIS)
0.63%0%23%9/27/2024
T. Rowe PriceT. Rowe Price (TROW)
0.6%0%20.68%9/16/2024
MicrosoftMicrosoft (MSFT)
0.33%0%10.97%9/27/2024
AlphabetAlphabet (GOOG)
0.32%0%9.7%9/27/2024
AmazonAmazon (AMZN)
0.31%0%9.7%9/27/2024
DellDell (DELL)
0.3%0%9.07%5/15/2024
PalantirPalantir (PLTR)
0.3%0%9.7%9/27/2024
MetaMeta (META)
0.3%0%9.7%9/27/2024
GoDaddyGoDaddy (GDDY)
0.3%0%9.07%5/15/2024
AppleApple (AAPL)
0.3%0%9.07%5/15/2024
TeslaTesla (TSLA)
0.29%0%9.07%5/15/2024
Reddit IncReddit Inc (RDDT)
0.29%0%9.07%5/15/2024
MicrochipMicrochip (MCHP)
0.29%0%9.07%5/15/2024
ChevronChevron (CVX)
0.29%0%9.07%5/15/2024
Coca-ColaCoca-Cola (KO)
0.29%0%9.07%5/15/2024
Procter & GambleProcter & Gamble (PG)
0.29%0%9.07%5/15/2024
SnowflakeSnowflake (SNOW)
0.29%0%9.07%5/15/2024
Bank of AmericaBank of America (BAC)
0.29%0%9.07%5/15/2024
AxcelisAxcelis (ACLS)
0.28%0%9.07%5/15/2024
JPMorganJPMorgan (JPM)
0.28%0%9.07%5/15/2024
SynopsysSynopsys (SNPS)
0.28%0%9.07%5/15/2024
AT&TAT&T (T)
0.27%0%9.07%5/15/2024
Johnson & JohnsonJohnson & Johnson (JNJ)
0.27%0%9.07%5/15/2024
DoorDashDoorDash (DASH.US)
0.27%0%9.07%5/15/2024
IBMIBM (IBM)
0.27%0%9.07%5/15/2024
RivianRivian (RIVN)
0.27%0%9.07%5/15/2024
CloudflareCloudflare (NET)
0.26%0%9.07%5/15/2024
WolfspeedWolfspeed (WOLF)
0.25%0%9.07%5/15/2024
SupermicroSupermicro (SMCI)
0.25%0%9.28%9/27/2024
BroadcomBroadcom (AVGO)
0.07%0%2.32%9/27/2024
AMDAMD (AMD)
0.01%0%0.63%9/27/2024
UnitedHealthUnitedHealth (UNH)
0.01%0%0.63%9/27/2024
SymboticSymbotic (SYM)
0.01%0%0.63%9/27/2024
Wells FargoWells Fargo (WFC)
0.01%0%0.63%9/27/2024
SoundHoundSoundHound (SOUN)
0.01%0%0.63%9/27/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
ARK Innovation ETFARK Innovation ETF (ARKK)
4.85%5.1%
VanEck Semiconductor UCITS ETFVanEck Semiconductor UCITS ETF (VVSM.DE)
4.85%5.04%
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
4.85%5.03%
Xtrackers Nikkei 225 UCITS ETFXtrackers Nikkei 225 UCITS ETF (XDJP.L)
4.85%5.01%
Vanguard Growth ETFVanguard Growth ETF (VUG)
4.85%5.01%
Invesco QQQInvesco QQQ (QQQ)
4.85%5.01%
Vanguard Information TechnologyVanguard Information Technology (VGT)
4.85%4.95%
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
4.85%4.91%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
4.85%4.86%
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
4.85%4.86%
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
4.85%4.84%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
4.85%4.83%
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
4.85%4.79%
Vanguard Dividend Appreciation ETFVanguard Dividend Appreciation ETF (VIG)
4.85%4.78%
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
4.85%4.77%
VanEck Morningstar Wide Moat ETFVanEck Morningstar Wide Moat ETF (MOAT)
4.85%4.73%
Vanguard Value ETFVanguard Value ETF (VTV)
4.85%4.65%
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
4.85%4.64%
Ishares Russell 2000 ETFIshares Russell 2000 ETF (IWM)
4.85%4.6%
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
4.85%4.59%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments