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joannaex
🇮🇹 Financial Services, Software, and Durable Goods 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
January 28, 2024
Lowest Cash
November 16, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
65 instruments
August 12, 2025
Least Diversified
0 instruments
January 28, 2024
Average
33.4 instruments

Most Consistent Holdings

Top 5

avatarBMW.DE
81.85%
avatarUGI
72.43%
avatarNTR
72.09%
avatarNAT
70.72%
avatarAMZN
70.21%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 16, 2024
Lowest Exposure
January 28, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Durables
22.15%
Retail Trade
10.84%
Finance
10.59%
Process Industries
6.03%
Health Technology
5.11%

Top Countries

Top 5

🇺🇸United States
56.1%
🇩🇪Germany
6.76%
🇬🇧United Kingdom
4.06%
🇫🇷France
3.98%
🇵🇪Peru
3.67%

Holdings over time

(Since January 28, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TeslaTesla (TSLA)
14.4%0%34.59%6/26/2025
AmazonAmazon (AMZN)
8.9%2.07%70.21%-
BMWBMW (BMW.DE)
6.67%2.54%81.85%-
CrowdstrikeCrowdstrike (CRWD)
4.39%0%35.62%2/21/2025
UnitedHealthUnitedHealth (UNH)
4.22%8.17%45.55%-
CredicorpCredicorp (BAP)
3.67%4.4%59.08%-
VisaVisa (V)
3.64%6.17%59.08%-
NVIDIANVIDIA (NVDA)
2.53%1.51%69.35%-
COMPASSCOMPASS (CMPS)
2.27%1.35%68.32%-
EnelEnel (ENEL.MI)
1.94%0%15.41%4/29/2024
TotalEnergiesTotalEnergies (TTE.PA)
1.86%1.99%59.25%-
NutrienNutrien (NTR)
1.79%1.51%72.09%-
CelsiusCelsius (CELH)
1.63%0%63.36%8/20/2025
EcopetrolEcopetrol (EC)
1.61%1.19%69.86%-
FrontlineFrontline (FRO)
1.51%2.11%59.76%-
Rio TintoRio Tinto (RIO)
1.47%1.1%65.07%-
AbbVieAbbVie (ABBV)
1.39%1.88%51.03%-
CVS HealthCVS Health (CVS)
1.16%1.95%44.86%-
RubisRubis (RUI.PA)
1.02%1.12%62.16%-
SoFiSoFi (SOFI)
0.95%0%17.12%8/23/2024
AlbemarleAlbemarle (ALB)
0.91%0%21.23%11/11/2024
Ardmore ShippingArdmore Shipping (ASC)
0.9%1.23%55.82%-
ValeVale (VALE)
0.85%0.9%61.47%-
UGIUGI (UGI)
0.83%0.61%72.43%-
CNRLCNRL (CNQ)
0.83%0.83%61.3%-
NexstarNexstar (NXST)
0.81%1.82%35.27%-
PepsiCoPepsiCo (PEP)
0.8%1.29%41.44%-
TargetTarget (TGT)
0.78%0.82%48.46%-
IIPRIIPR (IIPR)
0.73%1%44.35%-
Nordic American TankersNordic American Tankers (NAT)
0.69%0.71%70.72%-
BNP ParibasBNP Paribas (BNP.PA)
0.68%0.76%57.53%-
OCIOCI (OCI.NV)
0.67%0.3%55.14%-
StellantisStellantis (STLAM.MI)
0.67%0.44%60.45%-
SchlumbergerSchlumberger (SLB)
0.62%0.63%55.65%-
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
0.62%0.73%56.85%-
Origin MaterialsOrigin Materials (ORGN)
0.61%0%25.34%8/5/2025
Universal CorpUniversal Corp (UVV)
0.6%0.97%40.24%-
AMDAMD (AMD)
0.59%1.42%36.3%-
FMCFMC (FMC)
0.58%0.99%36.3%-
HalliburtonHalliburton (HAL)
0.57%0.59%55.65%-
SasolSasol (SSL)
0.56%0.91%59.76%-
XeroxXerox (XRX)
0.52%0.34%53.08%-
Novo-NordiskNovo-Nordisk (NVO)
0.48%1.48%41.44%-
UniCreditUniCredit (UCG.MI)
0.48%0.64%51.54%-
Estee LauderEstee Lauder (EL)
0.47%0%17.47%12/2/2024
Compass MineralsCompass Minerals (CMP)
0.45%0%40.92%5/14/2025
Canadian SolarCanadian Solar (CSIQ)
0.42%0.43%53.94%-
TerniumTernium (TX)
0.42%0.59%48.46%-
Li AutoLi Auto (LI)
0.4%0%23.29%10/1/2024
Smith & WessonSmith & Wesson (SWBI)
0.4%1.08%46.75%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.37%0.82%25.86%-
Schwab International Equity ETFSchwab International Equity ETF (SCHF)
0.35%0.4%56.34%-
SemtechSemtech (SMTC)
0.34%0%31.85%8/26/2025
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.33%0.29%59.25%-
Pacific BiosciencesPacific Biosciences (PACB)
0.32%0.33%50.68%-
LyondellBasellLyondellBasell (LYB)
0.32%0.48%37.33%-
Star BulkStar Bulk (SBLK)
0.29%0.34%64.73%-
EniEni (ENI.MI)
0.28%0.29%58.73%-
Tyra BiosciencesTyra Biosciences (TYRA)
0.28%0.32%51.71%-
IturanIturan (ITRN)
0.27%0%24.49%2/18/2025
NYMTNYMT (ADAM)
0.27%0%24.83%2/26/2025
GigaCloudGigaCloud (GCT)
0.27%0%36.3%8/13/2025
BICBIC (BB.PA)
0.25%1.06%17.29%-
eToro Group LTDeToro Group LTD (ETOR)
0.2%1.22%12.67%-
Monday.comMonday.com (MNDY)
0.16%3.21%4.28%-
Circle Internet Group IncCircle Internet Group Inc (CRCL)
0.15%1.04%8.39%-
Lithium AmericasLithium Americas (LAC)
0.13%0%16.27%10/28/2024
AESAES (AES)
0.13%0.56%17.98%-
PetrobrasPetrobras (PBR)
0.12%0.54%15.92%-
SeanergySeanergy (SHIP)
0.12%0%26.2%7/10/2025
Park HotelsPark Hotels (PK)
0.12%0.53%17.98%-
TeleperformanceTeleperformance (TEP.PA)
0.09%1.34%5.31%-
Golden OceanGolden Ocean (GOGL.US)
0.09%0%40.24%8/22/2025
VartaVarta (VAR1.DE)
0.09%0%8.39%10/7/2024
NextEra Energy PartnersNextEra Energy Partners (XIFR)
0.09%0.09%51.54%-
FortinetFortinet (FTNT)
0.08%1.35%4.97%-
IcadeIcade (ICAD.PA)
0.07%0.41%11.47%-
SMARTSMART (PENG)
0.07%0%6.85%11/25/2024
Trade DeskTrade Desk (TTD)
0.06%0.91%4.79%-
CenteneCentene (CNC)
0.05%0.5%8.56%-
KanzhunKanzhun (BZ)
0.05%0%2.57%9/19/2024
EvolutionEvolution (EVO.ST)
0%0.73%0.51%-

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
UnitedHealthUnitedHealth (UNH)
8.81%9.02%
BMWBMW (BMW.DE)
6.86%6.13%
CrowdstrikeCrowdstrike (CRWD)
4.37%6.1%
VisaVisa (V)
4.61%5.63%
TotalEnergiesTotalEnergies (TTE.PA)
4.2%4.11%
AmazonAmazon (AMZN)
2.83%3.91%
CredicorpCredicorp (BAP)
3.16%3.27%
AbbVieAbbVie (ABBV)
2.95%3.17%
Rio TintoRio Tinto (RIO)
3.06%3.14%
COMPASSCOMPASS (CMPS)
4.11%3.02%
TargetTarget (TGT)
2.14%2.41%
CVS HealthCVS Health (CVS)
2.24%2.4%
NVIDIANVIDIA (NVDA)
1.9%2.4%
NutrienNutrien (NTR)
2.37%2.39%
IIPRIIPR (IIPR)
2.39%2.38%
CelsiusCelsius (CELH)
3.07%2.35%
FrontlineFrontline (FRO)
3.16%2.28%
EcopetrolEcopetrol (EC)
2.54%2.12%
RubisRubis (RUI.PA)
1.79%1.87%
Ardmore ShippingArdmore Shipping (ASC)
2.04%1.73%
OCIOCI (OCI.NV)
2.4%1.71%
CNRLCNRL (CNQ)
1.59%1.65%
ValeVale (VALE)
1.68%1.58%
XeroxXerox (XRX)
1.47%1.5%
StellantisStellantis (STLAM.MI)
1.44%1.5%
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
1.41%1.49%
UniCreditUniCredit (UCG.MI)
1.36%1.46%
HalliburtonHalliburton (HAL)
1.44%1.45%
SchlumbergerSchlumberger (SLB)
1.4%1.37%
SasolSasol (SSL)
1.45%1.21%
BNP ParibasBNP Paribas (BNP.PA)
1.11%1.17%
IturanIturan (ITRN)
0.9%1.11%
NYMTNYMT (ADAM)
1%1.08%
TerniumTernium (TX)
1.11%1.03%
UGIUGI (UGI)
0.75%1.01%
Compass MineralsCompass Minerals (CMP)
0.77%1%
Canadian SolarCanadian Solar (CSIQ)
0.98%0.99%
Pacific BiosciencesPacific Biosciences (PACB)
0.95%0.97%
Smith & WessonSmith & Wesson (SWBI)
0.94%0.9%
Nordic American TankersNordic American Tankers (NAT)
1.13%0.89%
Tyra BiosciencesTyra Biosciences (TYRA)
0.86%0.74%
Schwab International Equity ETFSchwab International Equity ETF (SCHF)
0.68%0.66%
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.61%0.65%
EniEni (ENI.MI)
0.51%0.52%
Golden OceanGolden Ocean (GOGL.US)
0.3%0.32%
NextEra Energy PartnersNextEra Energy Partners (XIFR)
0.3%0.32%
Star BulkStar Bulk (SBLK)
0.36%0.27%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments