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giomeggio
🇱🇺 Value Financial Services and Software Investor.
277 copiers.

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
March 20, 2022
Lowest Cash
January 20, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
23 instruments
July 16, 2024
Least Diversified
0 instruments
March 20, 2022
Average
8.5 instruments

Most Consistent Holdings

Top 5

avatarKVUE
57.49%
avatarEXPD
45.3%
avatarWSM
45.15%
avatarCARD.L
42.44%
avatarIGIC
41.69%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 20, 2023
Lowest Exposure
March 20, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
19.06%
Retail Trade
17.71%
Consumer Non Durables
13.56%
ETFs
13.47%
Commercial Services
6.6%

Top Countries

Top 5

🇺🇸United States
53.64%
🇬🇧United Kingdom
6.38%
🇯🇴Jordan
5.72%
🇩🇪Germany
5.14%
🇰🇷South Korea
4.14%

Holdings over time

(Since March 20, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares Core MSCI World UCITS ETFiShares Core MSCI World UCITS ETF (SWDA.L)
13.47%0%15.43%10/25/2022
Williams-SonomaWilliams-Sonoma (WSM)
6.56%0%45.15%6/4/2024
Tyson FoodsTyson Foods (TSN)
6.23%0%40.41%5/17/2024
ExpeditorsExpeditors (EXPD)
5.83%0%45.3%5/27/2024
IGIIGI (IGIC)
5.72%9.12%41.69%-
Card FactoryCard Factory (CARD.L)
5.48%6.69%42.44%-
Metropolitan BankMetropolitan Bank (MCB)
4.86%0%33.18%10/29/2024
LEG ImmobilienLEG Immobilien (LEG.DE)
4.7%0%38.3%6/28/2024
KenvueKenvue (KVUE)
4.41%0%57.49%10/16/2025
GravityGravity (GRVY)
4.14%0%37.55%10/10/2025
Build-A-BearBuild-A-Bear (BBW)
3.22%6.63%37.55%-
Johnson & JohnsonJohnson & Johnson (JNJ)
3.17%0%22.5%9/11/2023
CorpayCorpay (CPAY)
2.65%0%37.1%6/4/2024
IntermexIntermex (IMXI)
2.37%0%19.79%5/27/2025
BJ'sBJ's (BJ)
2.2%0%29.12%1/29/2024
EZCORPEZCORP (EZPW)
1.97%7.88%28.97%-
HersheyHershey (HSY)
1.95%3.68%33.63%-
CignaCigna (CI)
1.56%0%23.7%5/27/2024
FICOFICO (FICO)
1.21%12.42%14.15%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.93%9.22%18.06%-
Nomad FoodsNomad Foods (NOMD)
0.9%0%14.67%5/27/2025
Oak ValleyOak Valley (OVLY)
0.88%0%14.15%8/1/2025
BroadcomBroadcom (AVGO)
0.56%7.62%10.16%-
PalantirPalantir (PLTR)
0.55%4.39%15.88%-
NVIDIANVIDIA (NVDA)
0.54%5.26%10.16%-
AlphabetAlphabet (GOOG)
0.52%7.15%13.17%-
RheinmetallRheinmetall (RHM.DE)
0.44%4.15%13.77%-
SQMSQM (SQM)
0.4%0%14.22%9/11/2023
ISSISS (ISS.CO)
0.36%0%4.14%5/21/2024
UnitedHealthUnitedHealth (UNH)
0.33%5.18%8.35%-
FerrariFerrari (RACE)
0.3%7.65%4.06%-
NetflixNetflix (NFLX)
0.21%0%6.55%10/9/2025
CVS HealthCVS Health (CVS)
0.21%0%7.07%9/11/2023
GEGE (GE)
0.16%0%6.47%10/15/2025
MetaMeta (META)
0.11%0%6.4%10/9/2025
Carriage ServicesCarriage Services (CSV)
0.1%2.27%4.29%-
GE VernovaGE Vernova (GEV)
0.06%0%3.09%9/23/2025
LVMHLVMH (MC.PA)
0.06%0%2.48%7/21/2025
CostcoCostco (COST)
0.05%0%2.93%8/25/2025
American WellAmerican Well (AMWL)
0.03%0%2.03%7/22/2024
Sagimet BiosciencesSagimet Biosciences (SGMT)
0.03%0%1.96%7/22/2024
AN2 TherapeuticsAN2 Therapeutics (ANTX)
0.02%0%2.33%7/22/2024
VislinkVislink (VISL)
0.02%0%2.33%7/22/2024
Aadi BioscienceAadi Bioscience (WHWK)
0.02%0%2.33%7/22/2024
Castor MaritimeCastor Maritime (CTRM)
0.02%0%1.58%7/22/2024
Reneo PharmaceuticalsReneo Pharmaceuticals (OKUR)
0.02%0%2.33%7/22/2024
SeerSeer (SEER)
0.02%0%2.11%7/22/2024
AgoraAgora (API)
0.02%0%1.58%7/22/2024
GevoGevo (GEVO)
0.01%0%1.28%7/22/2024
AerovateAerovate (JBIO)
0.01%0%1.28%7/22/2024
ImmuneeringImmuneering (IMRX)
0.01%0%1.28%7/22/2024
LyraLyra (LYRA)
0.01%0%1.28%7/22/2024
KeringKering (KER.PA)
0.01%0%0.53%4/2/2024
HilleVaxHilleVax (HLVX)
0.01%0%0.9%7/22/2024
Quantum-SiQuantum-Si (QSI)
0.01%0%0.83%7/22/2024
AppleApple (AAPL)
0.01%0%0.3%5/6/2025
Repare TherapeuticsRepare Therapeutics (RPTX)
0.01%0%0.75%7/22/2024
Ventyx BiosciencesVentyx Biosciences (VTYX)
0.01%0%0.75%7/22/2024
AmylyxAmylyx (AMLX)
0.01%0%0.53%7/22/2024
Swedish Match ABSwedish Match AB (SWMA.ST)
0%0%0.38%10/25/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
IGIIGI (IGIC)
13.6%18.78%
IntermexIntermex (IMXI)
14.76%14.66%
Build-A-BearBuild-A-Bear (BBW)
9.11%14.01%
Card FactoryCard Factory (CARD.L)
16.21%13.57%
GravityGravity (GRVY)
15.2%11.62%
KenvueKenvue (KVUE)
9.27%8.61%
HersheyHershey (HSY)
7.67%6.48%
EZCORPEZCORP (EZPW)
6.85%6.27%
Nomad FoodsNomad Foods (NOMD)
7.24%6.14%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments