Portfolio

Introduction

As you all well know already, I’ve decided long ago to make my portfolio publicly available. This is for two main reasons: transparency and accountability. Indeed, as most of my public online activity revolves around financial commentary and opinions, it’s worth showing that I put “my money where my mouth is”. Furthermore, since I talk about financial markets, investments and ideas, I feel like I have to show my performance, so that you know I’m not just rambling around. If my ideas provide any kind of insights or edge, you’ll be able to see it directly from my performance. Numbers tell the truth, they always do.

This page is updated once a month, after the close of the last trading day.

How it’s calculated

At every update, I’ll report my holdings as a percentage of the investment portfolio as of the last close of the month. This means that, in the case in which a position is both opened and closed during the same calendar month, it won’t be reported. Moreover, for a sake of simplicity, I’ll report only stock positions, therefore including cash and derivatives under the same “other” label. The performance reported is the real-time-weighted performance, and takes into consideration all my holdings, including those reported under the label “other”.

I’m not a financial advisor, and none of what’s reported here represents financial advice or a suggestion to buy or sell a financial product. I am not responsible for any financial action taken by the reader because of the following tables. Those tables are reported for transparency and accountability only.

It’s worth noting that none of what’s reported here represents financial advice or a suggestion to buy or sell a financial product. I am not responsible for any financial action taken by the reader because of those tables. Those tables are reported only for transparency.

Results

I’m not going to disclose any amount if not by percentage terms, but I’m open to discuss the reasons behind my choices. For that, you can contact me through my social profiles. Keep in mind that this page is almost impossible to properly see on mobile due to tables.

2022

All numbers are in percentages, except where specified otherwise. Where the position was opened and closed entirely during the same month, that position is reported as “0.00”.

PositionsJFMAMJJASOND
Alphabet Inc. – Class A44.7445.1645.3546.17?
Blackstone Inc.42.6041.5641.2341.21?
Nvidia Corporation12.1912.2313.3511.26?
Owl Rock Capital Corporation0.000.14?
UBS Group AG0.69?
Other0.471.050.070.53?
Performance-2.74-1.164.24-15.69?
Positions signed with “?” are positions due to possible changes, since the month is not yet concluded.

2021

All numbers are in percentages, except where specified otherwise. Where the position was opened and closed entirely during the same month, that position is reported as “0.00”.

PositionsJFMAMJJASOND
Apple Inc.3.993.139.829.859.479.419.639.59
Palantir Technologies2.662.773.122.882.913.022.39
Advanced Micro Devices1.941.682.102.042.032.152.342.33
Mastercard Inc.19.0819.0923.0316.7216.99
Visa Inc.17.0217.5118.2721.4221.7019.30
PayPal Holdings Inc.13.0113.1113.1713.3512.1312.16
Microsoft Corporation9.479.459.499.319.419.54
Nvidia Corporation7.157.508.239.1610.7314.1412.8013.17*14.72
Morgan Stanley5.205.165.765.255.288.80
Bank of America2.073.043.222.832.53
Cloudflare Inc.3.764.234.164.855.22
Citigroup Inc2.43
The Goldman Sachs Group Inc.8.71
J. P. Morgan Chase3.372.64
Alphabet Inc. – Class A55.0550.83*48.34
Linde PLC18.12
Adobe Inc.11.8511.16*9.46
The Procter & Gamble Company8.64
The Kraft Heinz Company7.58
Blackstone Inc.4.797.13*24.83
Boeing Co.0.00
Norwegian Cruise Line Holdings Inc.0.00
Other91.4092.428.206.140.260.101.6312.0718.8317.72*0.01
Performance0.9013.5-4.14.6-2.310.92.44.0-5.819.110.3-3.01
Positions signed with “*” refer to open positions in transfer, which happened because I moved from one broker to another.