JoseNeumann avatar

JoseNeumann
🇬🇧 Multi-Strategy Investor.
4 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
May 31, 2023
Lowest Cash
January 1, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
14 instruments
December 31, 2024
Least Diversified
0 instruments
January 1, 2022
Average
6.8 instruments

Most Consistent Holdings

Top 5

avatarEFA
59.71%
avatarGLD
59.71%
avatarVOO
59.71%
avatarVUG
59.71%
avatarVOOG
59.46%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 1, 2022
Lowest Exposure
May 31, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
46.89%
Finance
3.15%

Top Countries

Top 5

🇺🇸United States
3.15%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
9.25%25.36%59.71%-
Vanguard Short-Term Treasury Index FundVanguard Short-Term Treasury Index Fund (VGSH)
4.68%15.92%44.14%-
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
3.96%0%59.46%6/4/2025
Vanguard Growth ETFVanguard Growth ETF (VUG)
3.53%4.14%59.71%-
iShares MSCI EAFE ETFiShares MSCI EAFE ETF (EFA)
3.39%8.02%59.71%-
SPDR GoldSPDR Gold (GLD)
3.34%7.15%59.71%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
3.15%0%34.48%7/31/2024
iShares 1-3 Year Treasury Bond ETFiShares 1-3 Year Treasury Bond ETF (SHY)
2.87%0%14.82%12/11/2023
Vanguard Russell 1000 Growth ETFVanguard Russell 1000 Growth ETF (VONG)
2.35%4.15%54.63%-
Invesco QQQInvesco QQQ (QQQ)
2.3%6.24%44.96%-
Vanguard Information TechnologyVanguard Information Technology (VGT)
2.19%0%44.06%12/30/2024
iShares Semiconductor ETFiShares Semiconductor ETF (SOXX)
1.85%0%29.4%7/31/2024
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
1.58%0%12.69%6/4/2025
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
1.47%8.08%25.23%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
1.46%0%12.29%12/30/2024
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
0.98%11.78%12.94%-
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
0.7%0%24.98%6/4/2025
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
0.43%5.05%12.94%-
iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
0.37%4.1%12.94%-
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
0.18%0%0.74%6/9/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
10.9%11.05%
iShares MSCI EAFE ETFiShares MSCI EAFE ETF (EFA)
4.58%4.44%
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
4.66%4.42%
Invesco QQQInvesco QQQ (QQQ)
3.37%3.51%
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
2.74%2.68%
Vanguard Short-Term Treasury Index FundVanguard Short-Term Treasury Index Fund (VGSH)
2.71%2.68%
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
2.69%2.66%
Vanguard Small-Cap ETFVanguard Small-Cap ETF (VB)
2.24%2.22%
SPDR GoldSPDR Gold (GLD)
1.71%1.78%
iShares TIPS Bond ETFiShares TIPS Bond ETF (TIP)
1.79%1.77%
iShares Core MSCI Emerging Markets ETFiShares Core MSCI Emerging Markets ETF (IEMG)
1.79%1.77%
Vanguard Russell 1000 Growth ETFVanguard Russell 1000 Growth ETF (VONG)
1.61%1.75%
Vanguard Growth ETFVanguard Growth ETF (VUG)
1.62%1.75%
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
1.63%1.75%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments