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joannaex
🇮🇹 Durable Goods and Software 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
35.3 instruments

Most Consistent Holdings

Top 5

avatarBMW.DE
83.02%
avatarUGI
74.13%
avatarNTR
73.97%
avatarNAT
72.7%
avatarAMZN
72.22%

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
20.73%
Finance
10.64%
Retail Trade
10.43%
Process Industries
5.85%
Technology Services
5.33%

Top Countries

Top 5

🇺🇸United States
54.99%
🇩🇪Germany
6.43%
🇫🇷France
4.18%
🇬🇧United Kingdom
3.96%
🇵🇪Peru
3.56%

Holdings over time

(Since January 28, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TeslaTesla (TSLA)
13.35%0%32.06%6/26/2025
AmazonAmazon (AMZN)
8.39%1.83%72.22%-
BMWBMW (BMW.DE)
6.35%2.22%83.02%-
UnitedHealthUnitedHealth (UNH)
4.55%9.24%49.37%-
CrowdstrikeCrowdstrike (CRWD)
4.07%0%33.02%2/21/2025
VisaVisa (V)
3.79%5.82%61.9%-
CredicorpCredicorp (BAP)
3.56%0%60.32%10/10/2025
NVIDIANVIDIA (NVDA)
2.46%1.54%71.43%-
COMPASSCOMPASS (CMPS)
2.19%0.57%70.48%-
TotalEnergiesTotalEnergies (TTE.PA)
1.86%1.9%62.06%-
EnelEnel (ENEL.MI)
1.8%0%14.29%4/29/2024
NutrienNutrien (NTR)
1.77%1.46%73.97%-
EcopetrolEcopetrol (EC)
1.57%1.11%71.9%-
CelsiusCelsius (CELH)
1.51%0%58.73%8/20/2025
FrontlineFrontline (FRO)
1.5%1.19%62.54%-
Rio TintoRio Tinto (RIO)
1.44%1.17%67.46%-
AbbVieAbbVie (ABBV)
1.43%1.96%54.29%-
CVS HealthCVS Health (CVS)
1.21%2.09%48.57%-
RubisRubis (RUI.PA)
1.03%1.15%64.76%-
Ardmore ShippingArdmore Shipping (ASC)
0.92%1.2%58.89%-
SoFiSoFi (SOFI)
0.88%0%15.87%8/23/2024
NexstarNexstar (NXST)
0.88%1.64%39.84%-
ValeVale (VALE)
0.85%0.96%64.13%-
AlbemarleAlbemarle (ALB)
0.85%0%19.68%11/11/2024
PepsiCoPepsiCo (PEP)
0.83%1.3%45.56%-
TargetTarget (TGT)
0.83%1.55%52.06%-
CNRLCNRL (CNQ)
0.82%0.76%63.97%-
UGIUGI (UGI)
0.81%0.55%74.13%-
IIPRIIPR (IIPR)
0.74%0.92%48.25%-
Nordic American TankersNordic American Tankers (NAT)
0.69%0.75%72.7%-
BNP ParibasBNP Paribas (BNP.PA)
0.68%0.65%60.32%-
StellantisStellantis (STLAM.MI)
0.66%0.51%63.17%-
OCIOCI (OCI.NV)
0.64%0.18%58.25%-
AMDAMD (AMD)
0.63%1.99%39.37%-
Universal CorpUniversal Corp (UVV)
0.63%0.9%44.44%-
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
0.62%0.7%59.84%-
SchlumbergerSchlumberger (SLB)
0.62%0.56%58.73%-
FMCFMC (FMC)
0.61%1.5%40.63%-
HalliburtonHalliburton (HAL)
0.58%0.96%58.73%-
Origin MaterialsOrigin Materials (ORGN)
0.56%0%23.49%8/5/2025
SasolSasol (SSL)
0.55%0.23%62.38%-
Novo-NordiskNovo-Nordisk (NVO)
0.55%1.41%45.56%-
XeroxXerox (XRX)
0.5%0.27%56.35%-
UniCreditUniCredit (UCG.MI)
0.49%0.59%54.92%-
Smith & WessonSmith & Wesson (SWBI)
0.46%1.26%50.48%-
Estee LauderEstee Lauder (EL)
0.44%0%16.19%12/2/2024
Compass MineralsCompass Minerals (CMP)
0.42%0%37.94%5/14/2025
Canadian SolarCanadian Solar (CSIQ)
0.41%0%54.13%10/1/2025
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.4%0.74%30.95%-
TerniumTernium (TX)
0.39%0%44.92%9/5/2025
Monday.comMonday.com (MNDY)
0.38%3.14%10.95%-
Li AutoLi Auto (LI)
0.37%0%21.59%10/1/2024
Schwab International Equity ETFSchwab International Equity ETF (SCHF)
0.35%0.4%59.37%-
Pacific BiosciencesPacific Biosciences (PACB)
0.33%0.5%54.13%-
LyondellBasellLyondellBasell (LYB)
0.33%0.39%41.75%-
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.32%0.29%61.9%-
SemtechSemtech (SMTC)
0.31%0%29.52%8/26/2025
BICBIC (BB.PA)
0.31%1.01%23.02%-
Star BulkStar Bulk (SBLK)
0.29%0.3%67.14%-
EniEni (ENI.MI)
0.28%0.28%61.43%-
Tyra BiosciencesTyra Biosciences (TYRA)
0.28%0.38%55.08%-
eToro Group LTDeToro Group LTD (ETOR)
0.27%1.67%18.89%-
IturanIturan (ITRN)
0.25%0%22.7%2/18/2025
NYMTNYMT (ADAM)
0.25%0%23.02%2/26/2025
GigaCloudGigaCloud (GCT)
0.25%0%33.65%8/13/2025
Circle Internet Group IncCircle Internet Group Inc (CRCL)
0.22%1.1%14.92%-
FortinetFortinet (FTNT)
0.18%1.43%11.59%-
TeleperformanceTeleperformance (TEP.PA)
0.18%1.24%12.06%-
PetrobrasPetrobras (PBR)
0.15%0.49%21.75%-
AESAES (AES)
0.14%0%20.79%10/1/2025
Park HotelsPark Hotels (PK)
0.14%0.46%23.81%-
Lithium AmericasLithium Americas (LAC)
0.12%0%15.08%10/28/2024
Trade DeskTrade Desk (TTD)
0.11%0.89%11.43%-
SeanergySeanergy (SHIP)
0.11%0%24.29%7/10/2025
IcadeIcade (ICAD.PA)
0.09%0.44%17.78%-
CenteneCentene (CNC)
0.09%0.6%14.92%-
NextEra Energy PartnersNextEra Energy Partners (XIFR)
0.09%0.09%54.92%-
Golden OceanGolden Ocean (GOGL.US)
0.09%0%37.3%8/22/2025
VartaVarta (VAR1.DE)
0.08%0%7.78%10/7/2024
SMARTSMART (PENG)
0.06%0%6.35%11/25/2024
EvolutionEvolution (EVO.ST)
0.05%0.64%7.46%-
KanzhunKanzhun (BZ)
0.05%0%2.38%9/19/2024
OracleOracle (ORCL)
0.03%0%0.79%9/15/2025
EdenredEdenred (EDEN.PA)
0.02%0.41%6.03%-
GE VernovaGE Vernova (GEV)
0.02%5.03%0.48%-
KyndrylKyndryl (KD)
0.02%0.47%3.81%-
UpboundUpbound (UPBD)
0.01%0.95%1.59%-
Hyster-YaleHyster-Yale (HY)
0.01%0.92%1.59%-
VAALCOVAALCO (EGY)
0.01%0.64%1.59%-
Chicago AtlanticChicago Atlantic (REFI)
0.01%0.56%1.59%-

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