andreaguerzoni avatar

andreaguerzoni
🇮🇹 Income Financial Services 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 23, 2024
Lowest Cash
September 21, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
68 instruments
December 7, 2024
Least Diversified
0 instruments
May 23, 2024
Average
32.9 instruments

Most Consistent Holdings

Top 5

avatarTRN.MI
81.78%
avatarEL.PA
79.04%
avatarALV.DE
76.77%
avatarKO
76.54%
avatarPG
76.54%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
September 21, 2024
Lowest Exposure
May 23, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
14.27%
Health Technology
10.01%
Utilities
8.13%
Electronic Technology
6.11%
Consumer Non Durables
4.97%

Top Countries

Top 5

🇺🇸United States
47.07%
🇮🇹Italy
6.93%
🇩🇪Germany
3.88%
🇨🇭Switzerland
3.06%
🇪🇸Spain
2.93%

Holdings over time

(Since May 23, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
BigTechBigTech
8.98%0%40.09%5/22/2025
TernaTerna (TRN.MI)
3.73%6.13%81.78%-
UnitedHealthUnitedHealth (UNH)
3.72%8.35%76.54%-
IberdrolaIberdrola (IBE.MC)
2.93%0%58.31%4/22/2025
WalmartWalmart (WMT)
2.79%4.07%76.54%-
Eli LillyEli Lilly (LLY)
2.76%2.37%76.54%-
triangulacapitaltriangulacapital
2.5%0%12.53%10/15/2024
AristaArista (ANET)
2.49%0%76.31%8/5/2025
VertexVertex (VRTX)
2.29%2.3%76.54%-
FerrariFerrari (RACE)
2.28%0%60.82%5/8/2025
CignaCigna (CI)
2.04%1.02%76.54%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
1.97%6.57%76.54%-
AllianzAllianz (ALV.DE)
1.92%2.74%76.77%-
Procter & GambleProcter & Gamble (PG)
1.8%4.11%76.54%-
BitcoinBitcoin (BTC)
1.79%1.97%47.15%-
Coca-ColaCoca-Cola (KO)
1.68%2.73%76.54%-
CintasCintas (CTAS)
1.62%6.33%76.54%-
L&G DAX Daily 2x Long UCITS ETFL&G DAX Daily 2x Long UCITS ETF (DEL2.DE)
1.54%6.38%26.42%-
NovartisNovartis (NVS)
1.46%6.98%56.26%-
EssilorLuxotticaEssilorLuxottica (EL.PA)
1.39%0%79.04%7/29/2025
Southern CoSouthern Co (SO)
1.37%0%63.33%7/22/2025
AmphenolAmphenol (APH)
1.3%0%53.53%7/29/2025
SiemensSiemens (SIE.DE)
1.3%2.07%56.95%-
NikeNike (NKE)
1.29%0%6.61%8/20/2024
Boston ScientificBoston Scientific (BSX.US)
1.22%0.67%76.54%-
MastercardMastercard (MA)
1.21%2.58%76.54%-
EatonEaton (ETN)
1.2%0%52.39%7/24/2025
Goldman SachsGoldman Sachs (GS)
1.16%0%47.61%6/26/2025
CostcoCostco (COST)
1.11%0.61%72.89%-
FICOFICO (FICO)
1.09%0%56.04%5/8/2025
PCAPCA (PKG)
1.03%1.4%59%-
FiservFiserv (FI)
1%0.61%66.74%-
TravelersTravelers (TRV)
0.97%2.83%56.95%-
American ExpressAmerican Express (AXP)
0.95%0.5%56.26%-
TraneTrane (TT)
0.9%0%46.24%5/8/2025
BroadcomBroadcom (AVGO)
0.89%0%31.66%1/21/2025
AbbVieAbbVie (ABBV)
0.88%0.67%70.16%-
AflacAflac (AFL)
0.84%0%49.43%4/23/2025
ProgressiveProgressive (PGR)
0.83%0%50.8%5/8/2025
Zurich InsuranceZurich Insurance (ZURN.ZU)
0.83%0%54.9%5/2/2025
FedExFedEx (FDX)
0.79%0.96%56.95%-
Amundi Nasdaq 100 Daily 2x Leveraged UCITS ETFAmundi Nasdaq 100 Daily 2x Leveraged UCITS ETF (L8I7.DE)
0.79%0%13.67%6/12/2025
Texas InstrumentsTexas Instruments (TXN)
0.78%0%9.34%9/19/2024
ChubbChubb (CB)
0.77%0%52.39%4/22/2025
PulteGroupPulteGroup (PHM)
0.75%0%52.85%7/22/2025
SpotifySpotify (SPOT)
0.72%0%37.13%5/2/2025
MicrosoftMicrosoft (MSFT)
0.55%0%31.89%1/22/2025
SAPSAP (SAP.DE)
0.52%0%35.08%5/2/2025
Sherwin-WilliamsSherwin-Williams (SHW)
0.5%0.46%56.26%-
CencoraCencora (COR)
0.43%0%36.22%5/7/2025
ProShares UltraPro QQQProShares UltraPro QQQ (TQQQ)
0.42%6.21%12.76%-
Quanta ServicesQuanta Services (PWR)
0.41%0%22.32%1/17/2025
Banco BPMBanco BPM (BAMI.MI)
0.39%0%34.4%4/28/2025
LottomaticaLottomatica (LTMC.MI)
0.37%0%33.03%4/22/2025
PalantirPalantir (PLTR)
0.37%0%20.73%1/31/2025
T-MobileT-Mobile (TMUS)
0.36%0%31.66%4/17/2025
RyanairRyanair (RYAAY)
0.33%0%13.9%11/14/2024
NVIDIANVIDIA (NVDA)
0.31%0%18.22%1/3/2025
AppleApple (AAPL)
0.25%0.28%56.26%-
DogecoinDogecoin (DOGE)
0.25%0%9.11%9/21/2024
The HartfordThe Hartford (HIG)
0.22%0%18.68%2/19/2025
MondelezMondelez (MDLZ)
0.2%0%12.76%1/6/2025
EthereumEthereum (ETH)
0.16%0%44.87%7/21/2025
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
0.15%0%13.21%4/25/2025
AMETEKAMETEK (AME)
0.15%0%18.68%2/19/2025
LufthansaLufthansa (LHA.DE)
0.14%0%5.69%10/15/2024
OracleOracle (ORCL)
0.12%0%9.57%1/10/2025
VistraVistra (VST)
0.1%0%4.78%11/7/2024
Iris EnergyIris Energy (IREN)
0.1%0%4.33%11/5/2024
MicroStrategyMicroStrategy (MSTR)
0.09%0%11.16%1/17/2025
CAVACAVA (CAVA)
0.06%0%6.38%12/30/2024
Palo Alto NetworksPalo Alto Networks (PANW)
0.06%0%12.76%1/24/2025
NetflixNetflix (NFLX)
0.06%0%12.3%1/22/2025
MetaMeta (META)
0.05%0%7.97%1/3/2025
Build and BuildBuild and Build (BNB)
0.05%0%8.88%2/13/2025
ServiceNowServiceNow (NOW)
0.05%0%7.97%1/3/2025
TSMCTSMC (TSM)
0.05%0%7.97%1/3/2025
Private-EquityPrivate-Equity
0.04%0%0.46%8/2/2024
gdigirolgdigirol
0.04%0%0.23%7/24/2024
AmazonAmazon (AMZN)
0.03%0%7.97%1/6/2025
AMDAMD (AMD)
0.03%0%7.97%1/3/2025
Crypto-currencyCrypto-currency
0.02%0%0.23%8/1/2024
CelestiaCelestia (TIA)
0.01%0%2.96%12/28/2024
Gold (Non Expiry)Gold (Non Expiry) (GOLD)
0.01%0%0.46%8/8/2024
NVRNVR (NVR)
0.01%0%5.47%12/23/2024
Ondo FinanceOndo Finance (ONDO)
0.01%0%0.91%12/30/2024
CarvanaCarvana (CVNA)
0.01%0%4.78%12/23/2024
CapricorCapricor (CAPR)
0.01%0%4.78%10/29/2024
TransdigmTransdigm (TDG)
0%0%3.87%12/23/2024
EnovixEnovix (ENVX)
0%0%2.28%12/9/2024
McDonald'sMcDonald's (MCD)
0%0%1.37%9/23/2024

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
IberdrolaIberdrola (IBE.MC)
9.09%9.23%
TernaTerna (TRN.MI)
9.09%8.97%
FerrariFerrari (RACE)
4.24%3.99%
Eli LillyEli Lilly (LLY)
4.24%3.73%
CignaCigna (CI)
4.24%3.69%
Southern CoSouthern Co (SO)
4%3.47%
BitcoinBitcoin (BTC)
1.82%2.78%
Coca-ColaCoca-Cola (KO)
2.42%2.3%
AllianzAllianz (ALV.DE)
2.06%2.25%
VertexVertex (VRTX)
2.42%2.19%
TravelersTravelers (TRV)
1.94%1.98%
ProgressiveProgressive (PGR)
1.94%1.94%
The HartfordThe Hartford (HIG)
1.94%1.86%
AflacAflac (AFL)
1.94%1.82%
OracleOracle (ORCL)
1.94%1.76%
Boston ScientificBoston Scientific (BSX.US)
1.82%1.73%
FiservFiserv (FI)
1.82%1.68%
Quanta ServicesQuanta Services (PWR)
1.94%1.64%
SpotifySpotify (SPOT)
1.94%1.63%
FedExFedEx (FDX)
1.45%1.63%
AristaArista (ANET)
1.24%1.36%
NVIDIANVIDIA (NVDA)
1.21%1.33%
TSMCTSMC (TSM)
1.21%1.32%
MondelezMondelez (MDLZ)
1.82%1.24%
PalantirPalantir (PLTR)
1.21%1.22%
MicroStrategyMicroStrategy (MSTR)
1.21%1.15%
BroadcomBroadcom (AVGO)
0.85%0.9%
Goldman SachsGoldman Sachs (GS)
0.61%0.69%
UnitedHealthUnitedHealth (UNH)
0.61%0.69%
Banco BPMBanco BPM (BAMI.MI)
0.61%0.68%
LottomaticaLottomatica (LTMC.MI)
0.61%0.68%
AbbVieAbbVie (ABBV)
0.61%0.68%
Zurich InsuranceZurich Insurance (ZURN.ZU)
0.61%0.68%
American ExpressAmerican Express (AXP)
0.61%0.68%
NovartisNovartis (NVS)
0.61%0.67%
CintasCintas (CTAS)
0.61%0.67%
AMDAMD (AMD)
0.61%0.67%
ChubbChubb (CB)
0.61%0.67%
EssilorLuxotticaEssilorLuxottica (EL.PA)
0.61%0.67%
SAPSAP (SAP.DE)
0.61%0.67%
SiemensSiemens (SIE.DE)
0.61%0.67%
MastercardMastercard (MA)
0.61%0.67%
AppleApple (AAPL)
0.61%0.67%
EatonEaton (ETN)
0.61%0.66%
ServiceNowServiceNow (NOW)
0.61%0.66%
T-MobileT-Mobile (TMUS)
0.61%0.66%
AMETEKAMETEK (AME)
0.61%0.66%
AmphenolAmphenol (APH)
0.61%0.66%
PulteGroupPulteGroup (PHM)
0.61%0.66%
PCAPCA (PKG)
0.61%0.66%
Sherwin-WilliamsSherwin-Williams (SHW)
0.61%0.66%
CencoraCencora (COR)
0.61%0.66%
NetflixNetflix (NFLX)
0.61%0.66%
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.61%0.66%
Procter & GambleProcter & Gamble (PG)
0.61%0.66%
FICOFICO (FICO)
0.61%0.65%
TraneTrane (TT)
0.61%0.65%
WalmartWalmart (WMT)
0.61%0.65%
AmazonAmazon (AMZN)
0.61%0.65%
MetaMeta (META)
0.61%0.65%
Palo Alto NetworksPalo Alto Networks (PANW)
0.61%0.64%
CostcoCostco (COST)
0.61%0.64%
MicrosoftMicrosoft (MSFT)
0.61%0.64%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments