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joannaex
🇮🇹 Financial Services 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
59 instruments
June 24, 2025
Least Diversified
0 instruments
January 28, 2024
Average
30.9 instruments

Most Consistent Holdings

Top 5

avatarBMW.DE
80.3%
avatarUGI
70.07%
avatarAMZN
69.7%
avatarNTR
69.7%
avatarNAT
68.22%

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
23.71%
Retail Trade
11.32%
Finance
10.12%
Process Industries
6.05%
Health Technology
4.9%

Top Countries

Top 5

🇺🇸United States
56.56%
🇩🇪Germany
7.06%
🇬🇧United Kingdom
4.06%
🇵🇪Peru
3.64%
🇫🇷France
3.62%

Holdings over time

(Since January 28, 2024)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
TeslaTesla (TSLA)
15.63%0%37.55%6/26/2025
AmazonAmazon (AMZN)
9.5%0%69.7%5/12/2025
BMWBMW (BMW.DE)
6.97%3.34%80.3%-
CrowdstrikeCrowdstrike (CRWD)
4.77%0%38.66%2/21/2025
UnitedHealthUnitedHealth (UNH)
3.76%10.44%40.89%-
CredicorpCredicorp (BAP)
3.64%2.79%55.58%-
VisaVisa (V)
3.27%8.6%55.58%-
NVIDIANVIDIA (NVDA)
2.57%2.12%66.73%-
COMPASSCOMPASS (CMPS)
2.29%2.12%65.61%-
EnelEnel (ENEL.MI)
2.11%0%16.73%4/29/2024
TotalEnergiesTotalEnergies (TTE.PA)
1.8%2.81%55.76%-
NutrienNutrien (NTR)
1.78%2.22%69.7%-
CelsiusCelsius (CELH)
1.7%1.1%63.2%-
EcopetrolEcopetrol (EC)
1.62%1.63%67.29%-
Rio TintoRio Tinto (RIO)
1.48%1.49%62.08%-
FrontlineFrontline (FRO)
1.43%2.48%56.32%-
AbbVieAbbVie (ABBV)
1.32%2.33%46.84%-
CVS HealthCVS Health (CVS)
1.06%2.29%40.15%-
SoFiSoFi (SOFI)
1.03%0%18.59%8/23/2024
AlbemarleAlbemarle (ALB)
0.99%0%23.05%11/11/2024
RubisRubis (RUI.PA)
0.99%1.54%58.92%-
Ardmore ShippingArdmore Shipping (ASC)
0.85%1.48%52.04%-
UGIUGI (UGI)
0.83%0.9%70.07%-
ValeVale (VALE)
0.82%1.21%58.18%-
CNRLCNRL (CNQ)
0.81%1.14%57.99%-
TargetTarget (TGT)
0.75%1.27%44.05%-
PepsiCoPepsiCo (PEP)
0.73%1.77%36.43%-
NexstarNexstar (NXST)
0.69%2.28%29.74%-
IIPRIIPR (IIPR)
0.69%1.29%39.59%-
OCIOCI (OCI.NV)
0.68%0.72%51.3%-
Nordic American TankersNordic American Tankers (NAT)
0.68%0.83%68.22%-
StellantisStellantis (STLAM.MI)
0.68%0.63%57.06%-
BNP ParibasBNP Paribas (BNP.PA)
0.65%1.07%53.9%-
Origin MaterialsOrigin Materials (ORGN)
0.64%0.73%24.72%-
SchlumbergerSchlumberger (SLB)
0.61%0.82%51.86%-
SPDR Blackstone Senior Loan ETFSPDR Blackstone Senior Loan ETF (SRLN)
0.59%1.02%53.16%-
HalliburtonHalliburton (HAL)
0.56%0.78%51.86%-
Universal CorpUniversal Corp (UVV)
0.55%1.34%35.13%-
SasolSasol (SSL)
0.52%0.92%56.32%-
XeroxXerox (XRX)
0.52%0.62%49.07%-
FMCFMC (FMC)
0.51%1.55%30.86%-
Estee LauderEstee Lauder (EL)
0.51%0%18.96%12/2/2024
Compass MineralsCompass Minerals (CMP)
0.49%0%44.42%5/14/2025
AMDAMD (AMD)
0.48%1.94%30.86%-
UniCreditUniCredit (UCG.MI)
0.45%0.78%47.4%-
Li AutoLi Auto (LI)
0.44%0%25.28%10/1/2024
Canadian SolarCanadian Solar (CSIQ)
0.4%0.75%50%-
TerniumTernium (TX)
0.39%0.75%44.05%-
Novo-NordiskNovo-Nordisk (NVO)
0.38%0.79%36.43%-
Schwab International Equity ETFSchwab International Equity ETF (SCHF)
0.33%0.54%52.6%-
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.33%0%21.38%11/11/2024
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
0.32%0.41%55.76%-
Smith & WessonSmith & Wesson (SWBI)
0.32%1.49%42.19%-
Pacific BiosciencesPacific Biosciences (PACB)
0.31%0.5%46.47%-
IturanIturan (ITRN)
0.3%0%26.58%2/18/2025
NYMTNYMT (NYMT)
0.29%0%26.95%2/26/2025
LyondellBasellLyondellBasell (LYB)
0.29%0.78%31.97%-
SemtechSemtech (SMTC)
0.29%1.32%27.88%-
Star BulkStar Bulk (SBLK)
0.28%0.46%61.71%-
EniEni (ENI.MI)
0.27%0.39%55.2%-
Tyra BiosciencesTyra Biosciences (TYRA)
0.27%0.38%47.58%-
GigaCloudGigaCloud (GCT)
0.26%0.79%35.13%-
BICBIC (BB.PA)
0.16%1.51%10.22%-
Lithium AmericasLithium Americas (LAC)
0.15%0%17.66%10/28/2024
SeanergySeanergy (SHIP)
0.13%0%28.44%7/10/2025
VartaVarta (VAR1.DE)
0.1%0%9.11%10/7/2024
Golden OceanGolden Ocean (GOGL.US)
0.09%0.2%37.73%-
NextEra Energy PartnersNextEra Energy Partners (XIFR)
0.09%0.11%47.4%-
AESAES (AES)
0.08%0.82%10.97%-
Park HotelsPark Hotels (PK)
0.07%0.66%10.97%-
SMARTSMART (PENG)
0.07%0%7.43%11/25/2024
PetrobrasPetrobras (PBR)
0.07%0.74%8.74%-
eToro Group LTDeToro Group LTD (ETOR)
0.06%2.1%5.2%-
KanzhunKanzhun (BZ)
0.06%0%2.79%9/19/2024
IcadeIcade (ICAD.PA)
0.02%0.6%3.9%-
Circle Internet Group IncCircle Internet Group Inc (CRCL)
0.01%0%0.56%7/14/2025
CenteneCentene (CNC)
0.01%0.69%0.74%-

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 (NYMT)
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