StefanoGulmini avatar

StefanoGulmini
🇨🇭 Tech and Software Investor.
1 copier.

Cash Allocation

Range

Highest Cash
October 22, 2024
Lowest Cash
March 7, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
41 instruments
January 9, 2025
Least Diversified
0 instruments
February 2, 2025
Average
36.8 instruments

Most Consistent Holdings

Top 5

avatarSILVER
99.91%
avatarCAT
99.91%
avatarEA
99.91%
avatarORCL
99.91%
avatarBIDU
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
March 7, 2024
Lowest Exposure
October 22, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Technology Services
20.1%
Producer Manufacturing
15.19%
Electronic Technology
14.82%
Commodities
12.91%
Consumer Durables
9.72%

Top Countries

Top 5

🇺🇸United States
37.17%
🇮🇹Italy
11.9%
🇨🇳China
10.57%
🇩🇪Germany
6.92%
🇪🇸Spain
6.27%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Silver (Non Expiry)Silver (Non Expiry) (SILVER)
12.91%0%99.91%2/1/2025
BeldenBelden (BDC)
7.55%0%92.61%2/1/2025
PrysmianPrysmian (PRY.MI)
6.7%0%92.61%2/1/2025
IberdrolaIberdrola (IBE.MC)
6.27%0%92.61%2/1/2025
MetaMeta (META)
6.16%0%89.23%2/1/2025
NVIDIANVIDIA (NVDA)
5.97%0%90.51%10/21/2024
VolkswagenVolkswagen (VOW3.DE)
4.91%0%99.91%2/1/2025
StellantisStellantis (STLAM.MI)
3.47%0%99.91%2/1/2025
CommScopeCommScope (COMM)
3.29%0%92.61%2/1/2025
Fosun PharmaFosun Pharma (02196.HK)
3.13%0%99.91%2/1/2025
UniCreditUniCredit (UCG.MI)
3.12%0%99.91%2/1/2025
OracleOracle (ORCL)
2.44%0%99.91%2/1/2025
RobloxRoblox (RBLX)
2.42%0%99.91%2/1/2025
Sunny OpticalSunny Optical (02382.HK)
2.26%0%99.91%2/1/2025
JuventusJuventus (JUVE.MI)
2.08%0%99.91%2/1/2025
AAC TechnologiesAAC Technologies (02018.HK)
1.82%0%99.91%2/1/2025
SAPSAP (SAP.DE)
1.82%0%99.91%2/1/2025
AirbnbAirbnb (ABNB)
1.58%0%99.91%2/1/2025
Schwab Emerging Markets Equity ETFSchwab Emerging Markets Equity ETF (SCHE)
1.5%0%99.91%2/1/2025
SalesforceSalesforce (CRM)
1.48%0%99.91%2/1/2025
EAEA (EA)
1.43%0%99.91%2/1/2025
OrstedOrsted (ORSTED.CO)
1.4%0%99.91%2/1/2025
BaiduBaidu (BIDU)
1.38%0%99.91%2/1/2025
XRPXRP (XRP)
1.25%0%99.91%2/1/2025
ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
1.23%0%99.91%2/1/2025
iShares MSCI All Country Asia ex Japan ETFiShares MSCI All Country Asia ex Japan ETF (AAXJ)
1.14%0%99.91%2/1/2025
XiaomiXiaomi (1810.HK)
1.07%0%99.91%2/1/2025
CaterpillarCaterpillar (CAT)
0.94%0%99.91%2/1/2025
FortinetFortinet (FTNT)
0.93%0%37.86%2/1/2025
NioNio (NIO)
0.91%0%99.91%2/1/2025
CrowdstrikeCrowdstrike (CRWD)
0.88%0%37.86%2/1/2025
Block Inc.Block Inc. (XYZ)
0.56%0%99.91%2/1/2025
RokuRoku (ROKU)
0.44%0%99.91%2/1/2025
Palo Alto NetworksPalo Alto Networks (PANW)
0.34%0%37.86%2/1/2025
Virgin GalacticVirgin Galactic (SPCE)
0.28%0%99.91%2/1/2025
BioNanoBioNano (BNGO)
0.26%0%92.06%1/6/2025
Aurora CannabisAurora Cannabis (ACB)
0.23%0%99.91%2/1/2025
JumiaJumia (JMIA)
0.19%0%99.91%2/1/2025
IntelIntel (INTC)
0.12%0%11.31%4/18/2024
NestleNestle (NESN.ZU)
0.04%0%2.19%2/1/2025
PalantirPalantir (PLTR)
0.04%0%2.19%2/1/2025
C3.aiC3.ai (AI)
0.03%0%2.19%2/1/2025
Jaguar HealthJaguar Health (JAGX)
0.02%0%36.13%2/24/2023

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Silver (Non Expiry)Silver (Non Expiry) (SILVER)
      		10.95%10.63%
      MetaMeta (META)
      		3.25%9.31%
      BeldenBelden (BDC)
      		4.34%8.04%
      PrysmianPrysmian (PRY.MI)
      		3.84%7.11%
      IberdrolaIberdrola (IBE.MC)
      		4.34%5.66%
      XRPXRP (XRP)
      		0.62%2.91%
      FortinetFortinet (FTNT)
      		1.63%2.82%
      UniCreditUniCredit (UCG.MI)
      		0.64%2.76%
      OracleOracle (ORCL)
      		1.08%2.72%
      VolkswagenVolkswagen (VOW3.DE)
      		4.29%2.48%
      CommScopeCommScope (COMM)
      		4.34%2.46%
      AAC TechnologiesAAC Technologies (02018.HK)
      		2.71%2.26%
      CrowdstrikeCrowdstrike (CRWD)
      		1.63%2.21%
      SAPSAP (SAP.DE)
      		1.08%2.1%
      RobloxRoblox (RBLX)
      		2.65%2.05%
      XiaomiXiaomi (1810.HK)
      		1.73%1.72%
      StellantisStellantis (STLAM.MI)
      		2.06%1.69%
      SalesforceSalesforce (CRM)
      		1.08%1.57%
      JuventusJuventus (JUVE.MI)
      		1.73%1.44%
      Fosun PharmaFosun Pharma (02196.HK)
      		3.79%1.38%
      ARK Fintech Innovation ETFARK Fintech Innovation ETF (ARKF)
      		1.84%1.34%
      Sunny OpticalSunny Optical (02382.HK)
      		2.85%1.2%
      AirbnbAirbnb (ABNB)
      		1.37%1.1%
      EAEA (EA)
      		1.08%1.1%
      Schwab Emerging Markets Equity ETFSchwab Emerging Markets Equity ETF (SCHE)
      		1.3%1.08%
      CaterpillarCaterpillar (CAT)
      		0.5%0.9%
      Palo Alto NetworksPalo Alto Networks (PANW)
      		0.73%0.86%
      iShares MSCI All Country Asia ex Japan ETFiShares MSCI All Country Asia ex Japan ETF (AAXJ)
      		1.08%0.82%
      BaiduBaidu (BIDU)
      		1.63%0.66%
      OrstedOrsted (ORSTED.CO)
      		1.52%0.65%
      Block Inc.Block Inc. (XYZ)
      		1.41%0.43%
      RokuRoku (ROKU)
      		1.41%0.28%
      NioNio (NIO)
      		2.87%0.23%
      JumiaJumia (JMIA)
      		0.93%0.09%
      Aurora CannabisAurora Cannabis (ACB)
      		1.15%0.05%
      Virgin GalacticVirgin Galactic (SPCE)
      		1.63%0.01%
      Jaguar HealthJaguar Health (JAGX)
      		1.08%0%
      BioNanoBioNano (BNGO)
      		1.41%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time