ClioneH avatar

ClioneH
🇹🇼 Other and ETF Investor.
1 copier.

Cash Allocation

Range

Highest Cash
March 12, 2024
Lowest Cash
February 26, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
13 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
12.1 instruments

Most Consistent Holdings

Top 5

avatarIJR
99.91%
avatarIPAC
99.91%
avatarARKK
99.91%
avatarREET
99.91%
avatarVWO
99.91%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
February 26, 2022
Lowest Exposure
March 12, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
89.03%
Cryptocurrencies
7%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Growth ETFVanguard Growth ETF (VUG)
25.77%0%99.91%2/1/2025
Vanguard Value ETFVanguard Value ETF (VTV)
21.49%0%99.91%2/1/2025
Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
13.07%0%99.91%2/1/2025
iShares Core MSCI Pacific ETFiShares Core MSCI Pacific ETF (IPAC)
8.82%0%99.91%2/1/2025
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
8.34%0%99.91%2/1/2025
BitcoinBitcoin (BTC)
4.69%0%99.91%2/1/2025
iShares Global REIT ETFiShares Global REIT ETF (REET)
3.08%0%99.91%2/1/2025
ARK Innovation ETFARK Innovation ETF (ARKK)
2.65%0%99.91%2/1/2025
iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
2.64%0%99.91%2/1/2025
EthereumEthereum (ETH)
2.31%0%99.91%2/1/2025
Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
1.52%0%99.91%2/1/2025
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
1.51%0%99.91%2/1/2025
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.14%0%6.66%3/15/2022

Exposure over time

Exposure by Sector

    Portfolio Time Machine

    Portfolio date
    InstrumentInvestedValue
    Vanguard Growth ETFVanguard Growth ETF (VUG)
    		21.68%26.77%
    Vanguard Value ETFVanguard Value ETF (VTV)
    		17.79%18.37%
    Vanguard FTSE Europe ETFVanguard FTSE Europe ETF (VGK)
    		12.93%11.29%
    iShares Core MSCI Pacific ETFiShares Core MSCI Pacific ETF (IPAC)
    		9.39%7.95%
    Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
    		9.07%7.9%
    BitcoinBitcoin (BTC)
    		3.14%4.22%
    iShares Global REIT ETFiShares Global REIT ETF (REET)
    		4.65%3.95%
    ARK Innovation ETFARK Innovation ETF (ARKK)
    		2.49%2.9%
    iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
    		2.6%2.57%
    Vanguard Total International Bond ETFVanguard Total International Bond ETF (BNDX)
    		2.49%2.11%
    Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
    		2.48%2.08%
    EthereumEthereum (ETH)
    		1.96%1.98%

    Cash Exposure Over Time

    Cash Exposure % Over Time