Stef3030 avatar

Stef3030
🇮🇹 Financial Services and Tech Investor.
31 copiers.

Cash Allocation

Range

Highest Cash
August 19, 2023
Lowest Cash
March 8, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
50 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
29.1 instruments

Most Consistent Holdings

Top 5

avatarGOOG
99.91%
avatarMSFT
99.91%
avatarAAPL
89.51%
avatarBRK.B
88.87%
avatarSPY
76.37%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 8, 2023
Lowest Exposure
August 19, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
24.38%
Technology Services
20.79%
Electronic Technology
15.7%
ETFs
13.19%
Non Energy Minerals
4.94%

Top Countries

Top 5

🇺🇸United States
67.78%
🇨🇭Switzerland
3.39%
🇹🇼Taiwan
2.13%
🇨🇦Canada
1.76%
🇧🇷Brazil
1.61%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AlphabetAlphabet (GOOG)
7.31%0%99.91%2/1/2025
MicrosoftMicrosoft (MSFT)
6.21%0%99.91%2/1/2025
Realty IncomeRealty Income (O)
6.16%0%63.96%1/6/2025
Berkshire HathawayBerkshire Hathaway (BRK.B)
5.08%0%88.87%2/1/2025
NVIDIANVIDIA (NVDA)
4.99%0%68.52%2/1/2025
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
3.96%0%76.37%11/14/2024
AppleApple (AAPL)
3.21%0%89.51%11/4/2024
BlackRockBlackRock (BLK)
3.07%0%45.71%2/1/2025
FerrexpoFerrexpo (FXPO.L)
2.55%0%62.23%3/4/2024
AmazonAmazon (AMZN)
2.51%0%59.85%2/1/2025
Goldman SachsGoldman Sachs (GS)
2.18%0%45.71%2/1/2025
TSMCTSMC (TSM)
2.13%0%45.8%11/6/2024
ZipRecruiterZipRecruiter (ZIP)
1.73%0%51.92%8/18/2023
iShares MSCI India ETFiShares MSCI India ETF (INDA)
1.64%0%71.81%11/22/2024
LululemonLululemon (LULU)
1.63%0%51.92%8/18/2023
ValeVale (VALE)
1.61%0%41.15%5/16/2023
NetflixNetflix (NFLX)
1.59%0%38.96%2/1/2025
JPMorganJPMorgan (JPM)
1.56%0%51.64%8/18/2023
SPDR S&P Midcap 400SPDR S&P Midcap 400 (MDY)
1.38%0%51.64%8/18/2023
iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
1.29%0%51.64%8/18/2023
iShares NASDAQ 100 UCITS ETF usdiShares NASDAQ 100 UCITS ETF usd (CNDX.L)
1.23%0%30.66%11/14/2024
KeringKering (KER.PA)
1.21%0%50.46%5/23/2024
MetaMeta (META)
1.13%0%41.61%4/27/2023
Intuitive SurgicalIntuitive Surgical (ISRG)
1.09%0%26.92%2/1/2025
AlexandriaAlexandria (ARE)
1.05%0%29.29%6/6/2024
Cousins PropertiesCousins Properties (CUZ)
1.03%0%29.29%6/6/2024
First Trust Water ETFFirst Trust Water ETF (FIW.US)
0.97%0%51.64%8/18/2023
AdyenAdyen (ADYEN.NV)
0.91%0%41.42%8/18/2023
Global X Uranium ETFGlobal X Uranium ETF (URA)
0.89%0%53.74%6/6/2024
Lockheed MartinLockheed Martin (LMT)
0.89%0%41.79%12/20/2024
TronoxTronox (TROX)
0.89%0%30.38%8/16/2024
NRG EnergyNRG Energy (NRG)
0.85%0%16.79%12/20/2024
GarminGarmin (GRMN)
0.84%0%43.07%8/18/2023
SonySony (SONY)
0.82%0%51.92%8/18/2023
AirbnbAirbnb (ABNB)
0.77%0%46.62%8/18/2023
QorvoQorvo (QRVO)
0.75%0%51.92%8/18/2023
Northrop GrummanNorthrop Grumman (NOC)
0.74%0%25.18%6/20/2024
Old RepublicOld Republic (ORI)
0.73%0%46.26%8/18/2023
STAGSTAG (STAG)
0.67%0%18.98%5/27/2024
Interactive BrokersInteractive Brokers (IBKR)
0.67%0%51.92%8/18/2023
PayPalPayPal (PYPL)
0.67%0%32.57%8/18/2023
CinemarkCinemark (CNK)
0.65%0%18.43%6/5/2024
CenteneCentene (CNC)
0.65%0%23.08%5/27/2024
ProgressiveProgressive (PGR)
0.65%0%22.99%12/20/2024
Host HotelsHost Hotels (HST)
0.63%0%19.89%8/18/2023
IberdrolaIberdrola (IBE.MC)
0.62%0%19.89%8/18/2023
Intuitive MachinesIntuitive Machines (LUNR)
0.57%0%7.21%2/1/2025
Vanguard Mid-Cap ETFVanguard Mid-Cap ETF (VO)
0.57%0%46.26%6/20/2023
Freeport-McMoRanFreeport-McMoRan (FCX)
0.55%0%19.89%8/18/2023
AlbemarleAlbemarle (ALB)
0.51%0%18.89%6/18/2024
VisaVisa (V)
0.47%0%19.16%2/1/2025
SupermicroSupermicro (SMCI)
0.46%0%15.97%8/28/2024
BioNanoBioNano (BNGO)
0.36%0%19.43%4/3/2023
BASFBASF (BAS.DE)
0.35%0%14.51%8/11/2022
China Everbright EnvironmentChina Everbright Environment (00257.HK)
0.34%0%46.17%8/18/2023
EQTEQT (EQT)
0.33%0%11.41%12/29/2023
BitcoinBitcoin (BTC)
0.33%0%17.7%2/1/2025
WalmartWalmart (WMT)
0.33%0%11.41%12/29/2023
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
0.3%0%9.12%4/11/2022
IntuitIntuit (INTU)
0.29%0%11.77%5/10/2022
IBMIBM (IBM)
0.28%0%34.4%10/16/2024
Trip.comTrip.com (TCOM.CH)
0.24%0%7.39%11/6/2024
SnowflakeSnowflake (SNOW)
0.24%0%11.77%5/10/2022
AurubisAurubis (NDA.DE)
0.24%0%31.2%5/23/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.22%0%8.03%4/20/2022
RobinhoodRobinhood (HOOD)
0.21%0%3.92%2/1/2025
UpstartUpstart (UPST)
0.2%0%9.03%5/17/2022
EPREPR (EPR)
0.2%0%7.48%10/17/2024
DocuSignDocuSign (DOCU)
0.2%0%11.77%5/10/2022
Playa HotelsPlaya Hotels (PLYA)
0.18%0%9.03%8/18/2023
UberUber (UBER)
0.18%0%11.77%5/10/2022
PacWest BancorpPacWest Bancorp (PACW)
0.17%0%6.57%7/27/2023
SeaSea (SE)
0.17%0%11.31%5/10/2022
Livent CorpLivent Corp (LTHM)
0.16%0%3.92%1/4/2024
PayoneerPayoneer (PAYO)
0.16%0%11.77%5/10/2022
Capital OneCapital One (COF)
0.16%0%8.58%8/18/2023
iShares Global REIT ETFiShares Global REIT ETF (REET)
0.16%0%9.22%4/12/2022
Brookfield InfrastructureBrookfield Infrastructure (BIP)
0.15%0%12.32%8/18/2023
United States Oil FundUnited States Oil Fund (USO)
0.14%0%3.83%2/14/2022
AltriaAltria (MO)
0.13%0%3.28%3/4/2022
Trade DeskTrade Desk (TTD)
0.13%0%5.66%3/3/2022
UnityUnity (U)
0.13%0%10.68%4/28/2022
ShopifyShopify (SHOP)
0.13%0%7.94%5/10/2022
Regency CentersRegency Centers (REG)
0.12%0%4.74%4/8/2022
DiageoDiageo (DGE.L)
0.12%0%8.58%8/18/2023
VeevaVeeva (VEEV)
0.12%0%11.77%5/10/2022
NRZNRZ (RITM)
0.11%0%29.65%8/18/2023
Materials Select Sector SPDRMaterials Select Sector SPDR (XLB)
0.11%0%9.12%4/11/2022
Invesco Senior Loan ETFInvesco Senior Loan ETF (BKLN)
0.1%0%4.11%3/4/2022
RokuRoku (ROKU)
0.1%0%5.75%3/4/2022
Sirius XMSirius XM (SIRI)
0.1%0%3.1%11/13/2024
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
0.1%0%3.83%2/11/2022
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.08%0%9.49%6/18/2024
Rolls-RoyceRolls-Royce (RR.L)
0.07%0%4.38%2/17/2022
CoinbaseCoinbase (COIN)
0.07%0%5.02%2/24/2022
TeradyneTeradyne (TER)
0.06%0%6.11%8/18/2023
EthereumEthereum (ETH)
0.06%0%6.39%1/22/2025
VerisignVerisign (VRSN)
0.06%0%10.4%1/21/2025
Crude Oil Future March 22Crude Oil Future March 22 (CL.MAR22)
0.06%0%3.65%2/15/2022
ConfluentConfluent (CFLT)
0.05%0%5.02%3/3/2022
AtlassianAtlassian (TEAM)
0.05%0%2.92%5/10/2022
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
0.05%0%2.74%4/7/2022
Crude Oil Future April 22Crude Oil Future April 22 (CL.APR22)
0.05%0%2.01%3/7/2022
IntelIntel (INTC)
0.04%0%2.37%2/1/2025
AlibabaAlibaba (BABA)
0.04%0%8.58%8/18/2023
SamsungSamsung (SMSN.L)
0.04%0%3.28%4/7/2022
ProgynyProgyny (PGNY)
0.04%0%3.19%11/13/2024
HeicoHeico (HEI)
0.04%0%1.37%1/21/2025
JD.comJD.com (JD.US)
0.04%0%8.58%8/18/2023
TeslaTesla (TSLA)
0.04%0%1.19%4/21/2022
EniEni (ENI.MI)
0.04%0%3.47%4/7/2022
BMWBMW (BMW.DE)
0.03%0%2.65%4/7/2022
Global PaymentsGlobal Payments (GPN)
0.03%0%1.92%1/21/2022
Activision Blizzard, Inc.Activision Blizzard, Inc. (ATVI)
0.03%0%2.46%5/19/2022
Zimmer BiometZimmer Biomet (ZBH)
0.03%0%1.92%1/21/2022
ONEOKONEOK (OKE)
0.03%0%2.83%4/8/2022
AsanaAsana (ASAN)
0.03%0%1.55%3/3/2022
ShellShell (SHEL.L)
0.03%0%1.64%1/24/2022
STMicroelectronicsSTMicroelectronics (STMPA.PA)
0.03%0%1.82%5/16/2022
AramcoAramco (SAOC)
0.03%0%1.92%6/2/2022
DogecoinDogecoin (DOGE)
0.03%0%6.39%1/22/2025
Calumet Specialty ProductsCalumet Specialty Products (CLMT)
0.02%0%1.92%1/21/2022
Alleghany CorpAlleghany Corp (Y)
0.02%0%1.92%1/21/2022
NatWestNatWest (NWG.L)
0.02%0%1%2/1/2025
AeroVironmentAeroVironment (AVAV)
0.02%0%2.92%10/16/2024
Neurocrine BiosciencesNeurocrine Biosciences (NBIX)
0.02%0%0.82%5/19/2022
Crude Oil Future February 22Crude Oil Future February 22 (CL.FEB22)
0.01%0%0.55%1/6/2022
EdenredEdenred (EDEN.PA)
0.01%0%1%2/1/2025
AB InBevAB InBev (ABI.BR)
0.01%0%1%2/1/2025
IAGIAG (IAG.L)
0.01%0%1%2/1/2025
McDonald'sMcDonald's (MCD)
0.01%0%0.46%1/5/2022
TwitterTwitter (TWTR)
0.01%0%0.46%4/19/2022
Teucrium Wheat FundTeucrium Wheat Fund (WEAT)
0.01%0%0.27%3/8/2022
VerizonVerizon (VZ)
0.01%0%0.82%5/19/2022
YPFYPF (YPF)
0.01%0%0.91%2/1/2025
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.01%0%0.18%3/8/2023
Pampa EnergiaPampa Energia (PAM)
0%0%0.91%2/1/2025
SPDR GoldSPDR Gold (GLD)
0%0%0.27%1/3/2022
CrowdstrikeCrowdstrike (CRWD)
0%0%0.27%1/3/2022
SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
0%0%0.27%1/3/2022
Teucrium Corn FundTeucrium Corn Fund (CORN.US)
0%0%0.18%3/7/2022
Block Inc.Block Inc. (XYZ)
0%0%0.27%1/3/2022
iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF (AOA)
0%0%0.27%1/3/2022
C3.aiC3.ai (AI)
0%0%4.2%4/4/2023
Direxion Daily Small Cap Bear 3x SharesDirexion Daily Small Cap Bear 3x Shares (TZA)
0%0%0.09%3/4/2022
Anaplan IncAnaplan Inc (PLAN)
0%0%0.27%1/3/2022
AllianzAllianz (ALV.DE)
0%0%0.27%1/24/2022
InmodeInmode (INMD)
0%0%5.29%6/6/2024
LeonardoLeonardo (LDO.MI)
0%0%0.64%4/7/2022
Crude Oil Future May 22Crude Oil Future May 22 (CL.MAY22)
0%0%0.09%3/7/2022
AdobeAdobe (ADBE)
0%0%2.28%1/6/2025

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      NVIDIANVIDIA (NVDA)
      		13%13.06%
      BlackRockBlackRock (BLK)
      		11.24%11.15%
      AlphabetAlphabet (GOOG)
      		8.06%10.27%
      Berkshire HathawayBerkshire Hathaway (BRK.B)
      		11.11%10.16%
      Goldman SachsGoldman Sachs (GS)
      		9.27%9.39%
      MicrosoftMicrosoft (MSFT)
      		9.83%9.36%
      Intuitive MachinesIntuitive Machines (LUNR)
      		7.87%9.23%
      AmazonAmazon (AMZN)
      		7.98%6.66%
      RobinhoodRobinhood (HOOD)
      		5.88%4.66%
      NetflixNetflix (NFLX)
      		2.96%4.48%
      Intuitive SurgicalIntuitive Surgical (ISRG)
      		3.81%4.07%
      VisaVisa (V)
      		3.66%3.3%
      BitcoinBitcoin (BTC)
      		3.55%2.87%
      EthereumEthereum (ETH)
      		1.17%0.95%
      DogecoinDogecoin (DOGE)
      		0.54%0.33%
      AdobeAdobe (ADBE)
      		0.02%0.01%

      Cash Exposure Over Time

      Cash Exposure % Over Time