JulienRegnard avatar

JulienRegnard
🇵🇱 ETF 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
March 7, 2025
Lowest Cash
November 16, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
4 instruments
January 2, 2023
Least Diversified
4 instruments
January 2, 2023
Average
4 instruments

Most Consistent Holdings

Top 5

avatarQQQ
100%
avatarIYR
100%
avatarTLT
100%
avatarGLD
100%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
November 16, 2023
Lowest Exposure
March 7, 2025
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
98.03%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since January 2, 2023)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
39.57%41.45%100%-
Invesco QQQInvesco QQQ (QQQ)
28.11%24.51%100%-
iShares U.S. Real Estate ETFiShares U.S. Real Estate ETF (IYR)
18.95%18.7%100%-
SPDR GoldSPDR Gold (GLD)
11.4%12.47%100%-

Exposure over time

Exposure by Sector

    Portfolio Time Machine

    Portfolio date
    InstrumentInvestedValue
    iShares 20+ Year Treasury Bond ETFiShares 20+ Year Treasury Bond ETF (TLT)
    		55.27%40.39%
    Invesco QQQInvesco QQQ (QQQ)
    		15.58%26.94%
    iShares U.S. Real Estate ETFiShares U.S. Real Estate ETF (IYR)
    		19.14%18.42%
    SPDR GoldSPDR Gold (GLD)
    		7.46%11.53%

    Cash Exposure Over Time

    Cash Exposure % Over Time