alessandroforco avatar

alessandroforco
🇮🇹 Med Tech, Energy, and Durable Goods Investor.
2 copiers.

Cash Allocation

Range

Highest Cash
May 23, 2024
Lowest Cash
March 9, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
15 instruments
January 19, 2022
Least Diversified
0 instruments
May 23, 2024
Average
6.5 instruments

Most Consistent Holdings

Top 5

avatarDVN
66.97%
avatarPANW
66.97%
avatarMCD
65.24%
avatarSHEL.L
64.42%
avatarXOP
61.42%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
March 9, 2022
Lowest Exposure
May 23, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Other
17.17%
Energy Minerals
15.19%
Technology Services
12.38%
Retail Trade
8.75%
Consumer Services
6.55%

Top Countries

Top 5

🇺🇸United States
32.57%
🇬🇧United Kingdom
16.1%
🇨🇳China
11.62%
🇷🇺Russia
0.01%

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
ShellShell (SHEL.L)
9.58%0%64.42%2/5/2024
Orchard Therapeutics plc-ADR CVROrchard Therapeutics plc-ADR CVR (ORTX.CVR)
9.33%0%9.65%5/22/2024
McDonald'sMcDonald's (MCD)
6.55%0%65.24%2/5/2024
Orchard Therapeutics plc-ADROrchard Therapeutics plc-ADR (ORTX)
6.32%0%54.78%2/1/2024
NioNio (NIO)
6.17%0%42.95%2/5/2024
Palo Alto NetworksPalo Alto Networks (PANW)
5.86%0%66.97%2/5/2024
Devon EnergyDevon Energy (DVN)
5.6%0%66.97%2/5/2024
AlibabaAlibaba (BABA)
5.45%0%42.04%2/5/2024
SPDR S&P Oil & Gas Exploration & ProdSPDR S&P Oil & Gas Exploration & Prod (XOP)
3.94%0%61.42%2/5/2024
OcugenOcugen (OCGN)
3.32%0%40.58%2/5/2024
AmazonAmazon (AMZN)
3.1%0%26.11%11/3/2022
MicrosoftMicrosoft (MSFT)
2.42%0%23.2%10/13/2022
MetaMeta (META)
2.03%0%20.93%9/14/2022
Party City Holdco IncParty City Holdco Inc (PRTYQ)
1.3%0%17.38%12/7/2022
AlphabetAlphabet (GOOG)
1.05%0%11.37%5/6/2022
NetflixNetflix (NFLX)
0.88%0%8.46%5/6/2022
Philip MorrisPhilip Morris (PM)
0.8%0%9.74%5/6/2022
PayPalPayPal (PYPL)
0.43%0%3%2/2/2022
Green PlainsGreen Plains (GPRE)
0.31%0%4.37%2/22/2022
Discovery IncDiscovery Inc (DISCA)
0.22%0%2.55%2/24/2022
Pets at HomePets at Home (PETS.L)
0.2%0%3.37%2/24/2022
SnowflakeSnowflake (SNOW)
0.09%0%2.18%1/24/2022
SnapchatSnapchat (SNAP)
0.05%0%0.55%1/24/2022
Virgin GalacticVirgin Galactic (SPCE)
0.04%0%0.55%1/24/2022
VaxartVaxart (VXRT)
0.04%0%0.45%9/21/2022
NOVATEK OAONOVATEK OAO (NVTKL.L)
0.01%0%0.09%3/1/2022

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue

      Cash Exposure Over Time

      Cash Exposure % Over Time