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overflow81
🇮🇹 Financial Services Investor.
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Cash Allocation

Range

Highest Cash
March 2, 2024
Lowest Cash
January 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
64 instruments
September 21, 2024
Least Diversified
0 instruments
February 2, 2025
Average
46.8 instruments

Most Consistent Holdings

Top 5

avatarINTC
99.87%
avatarVZ
99.87%
avatarVOW3.DE
99.87%
avatarENEL.MI
99.87%
avatarOGZDL.L
99.87%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 2, 2023
Lowest Exposure
March 2, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Finance
10.43%
Health Technology
8.75%
Cryptocurrencies
7.34%
Electronic Technology
7.08%
Technology Services
5.95%

Top Countries

Top 5

🇺🇸United States
38.76%
🇮🇹Italy
6.05%
🇮🇪Ireland
3.06%
🇬🇧United Kingdom
2.54%
🇩🇪Germany
2.53%

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
AbbottAbbott (ABT)
3.97%0%99.87%2/1/2025
EnelEnel (ENEL.MI)
3.51%0%99.87%2/1/2025
Realty IncomeRealty Income (O)
3.27%0%99.87%2/1/2025
MedtronicMedtronic (MDT.US)
3.06%0%99.87%2/1/2025
EthereumEthereum (ETH)
2.79%0%99.87%2/1/2025
IntelIntel (INTC)
2.55%0%99.87%2/1/2025
VolkswagenVolkswagen (VOW3.DE)
2.53%0%99.87%2/1/2025
MicrosoftMicrosoft (MSFT)
2.44%0%84.59%2/1/2025
BitcoinBitcoin (BTC)
2.38%0%99.2%2/1/2025
SonySony (SONY)
2.06%0%88.58%11/8/2024
PayPalPayPal (PYPL)
2.03%0%64.54%5/9/2024
DeltaDelta (DAL)
1.69%0%63.21%4/29/2024
Main Street CapitalMain Street Capital (MAIN)
1.57%0%84.46%2/1/2025
CardanoCardano (ADA)
1.54%0%99.87%2/1/2025
AllyAlly (ALLY)
1.49%0%99.87%2/1/2025
CrowdstrikeCrowdstrike (CRWD)
1.49%0%74.1%1/28/2025
TencentTencent (0700.HK)
1.32%0%83.13%9/27/2024
Levi'sLevi's (LEVI)
1.31%0%77.42%2/1/2025
VerizonVerizon (VZ)
1.22%0%99.87%2/1/2025
Coca-ColaCoca-Cola (KO)
1.17%0%75.96%2/1/2025
Omega HealthcareOmega Healthcare (OHI)
1.03%0%74.77%2/1/2025
KeringKering (KER.PA)
1.01%0%87.78%2/1/2025
EniEni (ENI.MI)
1.01%0%73.71%2/1/2025
StellantisStellantis (STLAM.MI)
0.92%0%35.72%2/1/2025
FordFord (F)
0.9%0%52.59%2/1/2025
AmazonAmazon (AMZN)
0.83%0%42.23%11/22/2023
BATBAT (BATS.L)
0.83%0%75.83%2/1/2025
BlackRockBlackRock (BLK)
0.82%0%64.14%2/1/2025
Ethereum ClassicEthereum Classic (ETC)
0.64%0%46.35%2/1/2025
Aston MartinAston Martin (AML.L)
0.64%0%81.94%9/18/2024
McDonald'sMcDonald's (MCD)
0.61%0%48.87%9/26/2024
TeslaTesla (TSLA)
0.61%0%55.64%7/1/2024
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
0.6%0%23.77%2/1/2025
PfizerPfizer (PFE)
0.58%0%58.43%2/1/2025
Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
0.57%0%44.49%2/1/2025
EnphaseEnphase (ENPH)
0.57%0%77.69%2/1/2025
UPSUPS (UPS)
0.54%0%58.43%2/1/2025
Johnson & JohnsonJohnson & Johnson (JNJ)
0.54%0%73.17%2/1/2025
MicronMicron (MU)
0.54%0%41.83%2/26/2024
Orion Office REITOrion Office REIT (ONL)
0.51%0%33.33%2/1/2025
MastercardMastercard (MA)
0.5%0%31.87%2/1/2025
FerrexpoFerrexpo (FXPO.L)
0.5%0%95.09%2/1/2025
SeaSea (SE)
0.47%0%46.22%5/9/2024
S&P GlobalS&P Global (SPGI)
0.46%0%46.35%2/1/2025
NokiaNokia (NOK)
0.46%0%53.39%8/29/2024
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.44%0%56.57%2/1/2025
Waste ManagementWaste Management (WM)
0.43%0%34.26%2/1/2025
AMCAMC (AMC)
0.41%0%99.6%1/30/2025
DellDell (DELL)
0.39%0%17.8%2/1/2025
AstraZenecaAstraZeneca (AZN.L)
0.39%0%38.65%4/25/2024
Legal & GeneralLegal & General (LGEN.L)
0.37%0%43.16%2/1/2025
Xcel EnergyXcel Energy (XEL)
0.36%0%43.16%2/1/2025
Eni SpA-ADREni SpA-ADR (E)
0.33%0%45.68%2/1/2025
ItalgasItalgas (IG.MI)
0.32%0%33.33%2/1/2025
VeevaVeeva (VEEV)
0.32%0%39.31%12/6/2024
AvivaAviva (AV.L)
0.31%0%21.65%12/12/2023
AlibabaAlibaba (BABA)
0.28%0%43.82%2/1/2025
AppleApple (AAPL)
0.28%0%29.75%6/12/2024
WESCOWESCO (WCC)
0.28%0%31.08%10/17/2024
LululemonLululemon (LULU)
0.26%0%43.96%2/1/2025
ConcentrixConcentrix (CNXC)
0.25%0%33.2%2/1/2025
A2AA2A (A2A.MI)
0.25%0%25.1%4/23/2024
Digital TurbineDigital Turbine (APPS)
0.23%0%36.39%8/19/2024
Kohl'sKohl's (KSS)
0.23%0%43.03%2/1/2025
Foot LockerFoot Locker (FL)
0.22%0%43.69%2/1/2025
ColoplastColoplast (COLO-B.CO)
0.21%0%19.52%2/9/2024
NikeNike (NKE)
0.2%0%43.16%2/1/2025
OccidentalOccidental (OXY)
0.19%0%29.88%2/1/2025
NorwegianNorwegian (NAS.OL)
0.18%0%17.8%2/1/2025
CVS HealthCVS Health (CVS)
0.18%0%16.87%10/10/2024
Aaron'sAaron's (AAN)
0.17%0%27.62%10/7/2024
ThorThor (THO)
0.16%0%22.97%11/11/2024
TKH GroupTKH Group (TWEKA.NV)
0.16%0%20.45%7/5/2024
PepsiCoPepsiCo (PEP)
0.16%0%43.16%2/1/2025
Qifu TechnologyQifu Technology (QFIN)
0.15%0%26.69%9/30/2024
Lowe'sLowe's (LOW)
0.14%0%16.33%9/24/2024
ZIMZIM (ZIM)
0.14%0%17.66%2/1/2025
NVIDIANVIDIA (NVDA)
0.13%0%10.36%3/22/2023
Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
0.12%0%99.87%2/1/2025
Medical Properties TrustMedical Properties Trust (MPW)
0.11%0%14.48%2/1/2025
MetaMeta (META)
0.11%0%15.27%7/5/2024
Arbor RealtyArbor Realty (ABR)
0.1%0%9.56%12/14/2023
DisneyDisney (DIS)
0.1%0%13.28%11/14/2024
PetroChinaPetroChina (00857.HK)
0.1%0%14.21%2/1/2025
QualcommQualcomm (QCOM)
0.09%0%7.44%11/7/2023
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.08%0%6.77%11/14/2023
MeituanMeituan (03690.HK)
0.07%0%19.92%3/1/2024
Goldman SachsGoldman Sachs (GS)
0.07%0%8.9%4/23/2024
Buzzi SpaBuzzi Spa (BZU.MI)
0.06%0%4.38%2/1/2025
Herc HoldingsHerc Holdings (HRI)
0.05%0%3.72%6/2/2023
ProPetroProPetro (PUMP)
0.04%0%5.31%4/8/2024
AlphabetAlphabet (GOOGL)
0.04%0%4.52%4/8/2024
Taylor MorrisonTaylor Morrison (TMHC)
0.03%0%3.05%2/15/2024
RepsolRepsol (REP.MC)
0.03%0%2.39%2/1/2025
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
0.03%0%2.66%11/14/2023
IIPRIIPR (IIPR)
0.02%0%1.73%6/14/2023
BoeingBoeing (BA)
0.02%0%1.33%11/20/2023
RivianRivian (RIVN)
0.01%0%1.86%3/8/2024
Newell BrandsNewell Brands (NWL)
0.01%0%0.8%7/11/2023
HelloFreshHelloFresh (HFG.DE)
0.01%0%0.4%6/22/2023
Sberbank MoscowSberbank Moscow (SBER.MOEX)
0%0%0%-

Exposure over time

Exposure by Sector

    Exposure by Country

      Portfolio Time Machine

      Portfolio date
      InstrumentInvestedValue
      Main Street CapitalMain Street Capital (MAIN)
      		3.16%4.16%
      EnelEnel (ENEL.MI)
      		3.47%3.49%
      AbbottAbbott (ABT)
      		3.47%3.42%
      StellantisStellantis (STLAM.MI)
      		3.75%3.02%
      Realty IncomeRealty Income (O)
      		3.06%2.75%
      BitcoinBitcoin (BTC)
      		1.56%2.61%
      EthereumEthereum (ETH)
      		2.08%2.6%
      FordFord (F)
      		2.69%2.54%
      DellDell (DELL)
      		2.08%2.11%
      EniEni (ENI.MI)
      		2.18%2.07%
      Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
      		1.6%1.91%
      MedtronicMedtronic (MDT.US)
      		2.7%1.86%
      Ethereum ClassicEthereum Classic (ETC)
      		1.65%1.81%
      MastercardMastercard (MA)
      		1.39%1.73%
      VolkswagenVolkswagen (VOW3.DE)
      		2.43%1.64%
      Intesa SanpaoloIntesa Sanpaolo (ISP.MI)
      		1.33%1.61%
      Orion Office REITOrion Office REIT (ONL)
      		1.38%1.55%
      UPSUPS (UPS)
      		1.6%1.55%
      Omega HealthcareOmega Healthcare (OHI)
      		1.04%1.39%
      Buzzi SpaBuzzi Spa (BZU.MI)
      		1.29%1.36%
      ConcentrixConcentrix (CNXC)
      		1.47%1.25%
      VerizonVerizon (VZ)
      		1.39%1.25%
      IntelIntel (INTC)
      		2.26%1.16%
      Legal & GeneralLegal & General (LGEN.L)
      		1.11%1.14%
      MicrosoftMicrosoft (MSFT)
      		1.04%1.11%
      S&P GlobalS&P Global (SPGI)
      		0.87%1.08%
      PfizerPfizer (PFE)
      		1.04%1.03%
      ItalgasItalgas (IG.MI)
      		0.87%1.02%
      BlackRockBlackRock (BLK)
      		0.69%1%
      NorwegianNorwegian (NAS.OL)
      		1.01%0.97%
      Xcel EnergyXcel Energy (XEL)
      		0.69%0.94%
      Levi'sLevi's (LEVI)
      		0.87%0.88%
      PetroChinaPetroChina (00857.HK)
      		0.77%0.87%
      CrowdstrikeCrowdstrike (CRWD)
      		0.69%0.82%
      ZIMZIM (ZIM)
      		0.7%0.79%
      Waste ManagementWaste Management (WM)
      		0.7%0.74%
      CardanoCardano (ADA)
      		1.04%0.73%
      Medical Properties TrustMedical Properties Trust (MPW)
      		0.78%0.72%
      iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
      		0.69%0.69%
      BATBAT (BATS.L)
      		0.52%0.67%
      Eni SpA-ADREni SpA-ADR (E)
      		0.69%0.65%
      OccidentalOccidental (OXY)
      		0.69%0.59%
      FerrexpoFerrexpo (FXPO.L)
      		0.69%0.55%
      Johnson & JohnsonJohnson & Johnson (JNJ)
      		0.52%0.53%
      NikeNike (NKE)
      		0.52%0.41%
      LululemonLululemon (LULU)
      		0.35%0.39%
      Kohl'sKohl's (KSS)
      		0.69%0.38%
      Foot LockerFoot Locker (FL)
      		0.35%0.36%
      KeringKering (KER.PA)
      		0.69%0.36%
      EnphaseEnphase (ENPH)
      		0.87%0.35%
      PepsiCoPepsiCo (PEP)
      		0.35%0.34%
      AllyAlly (ALLY)
      		0.35%0.33%
      Gazprom OAO-ADRGazprom OAO-ADR (OGZDL.L)
      		0.69%0.09%
      AMCAMC (AMC)
      		0%0.01%
      Sberbank MoscowSberbank Moscow (SBER.MOEX)
      		0%0%

      Cash Exposure Over Time

      Cash Exposure % Over Time