Edward9766 avatar

Edward9766
🇨🇴 Diversified ETF ETF and Other Investor.
2 copiers.

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
July 14, 2023
Lowest Cash
August 18, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
4 instruments
February 28, 2024
Least Diversified
2 instruments
July 14, 2023
Average
3.4 instruments

Most Consistent Holdings

Top 5

avatarSPYD
100%
avatarSPYG
100%
avatarVOO
70.51%
avatarVXUS
70.51%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
August 18, 2023
Lowest Exposure
July 14, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
99%

Top Countries

Top 5

Holdings over time

(Since July 14, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
49.05%38.36%100%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
23.31%37.38%70.51%-
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
17.52%3.73%100%-
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
9.12%12.71%70.51%-

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
SPDR Portfolio S&P 500 Growth ETFSPDR Portfolio S&P 500 Growth ETF (SPYG)
34.46%38.32%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
39.2%37.39%
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
13.62%11.82%
SPDR Portfolio S&P 500 High Dividend ETFSPDR Portfolio S&P 500 High Dividend ETF (SPYD)
9.74%9.83%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments