Martin_Cimprich avatar

Martin_Cimprich
🇬🇧 Diversified 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
July 8, 2022
Lowest Cash
October 28, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
9 instruments
January 1, 2022
Least Diversified
5 instruments
July 23, 2022
Average
5.7 instruments

Most Consistent Holdings

Top 5

avatarVBR
100%
avatarIXUS
83.44%
avatarBLV
83.44%
avatarIWN
83.44%
avatarIJJ
83.44%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
October 28, 2022
Lowest Exposure
July 8, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
99.41%

Top Countries

Top 5

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
18.36%19.58%100%-
iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
17.18%22.33%83.44%-
iShares S&P Mid-Cap 400 Value ETFiShares S&P Mid-Cap 400 Value ETF (IJJ)
16.73%19.68%83.44%-
iShares Russell 2000 Value ETFiShares Russell 2000 Value ETF (IWN)
16.51%20.02%83.44%-
Vanguard Long-Term Bond ETFVanguard Long-Term Bond ETF (BLV)
16.06%18.27%83.44%-
iShares Global REIT ETFiShares Global REIT ETF (REET)
2.62%0%16.56%7/22/2022
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
2.52%0%16.56%7/22/2022
Vanguard FTSE Developed Market ETFVanguard FTSE Developed Market ETF (VEA)
2.3%0%16.56%7/22/2022
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
2.17%0%16.56%7/22/2022
Vanguard Short-Term Inflation-Protected Securities ETFVanguard Short-Term Inflation-Protected Securities ETF (VTIP)
1.65%0%16.56%7/22/2022
Vanguard Total Bond Market ETFVanguard Total Bond Market ETF (BND)
1.54%0%16.56%7/22/2022
Vanguard Value ETFVanguard Value ETF (VTV)
0.9%0%16.56%7/22/2022
Vanguard Mid-Cap Value ETFVanguard Mid-Cap Value ETF (VOE)
0.87%0%16.56%7/22/2022

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
iShares S&P Mid-Cap 400 Value ETFiShares S&P Mid-Cap 400 Value ETF (IJJ)
18.17%20.58%
Vanguard Small-Cap Value ETFVanguard Small-Cap Value ETF (VBR)
18.68%20.55%
iShares Russell 2000 Value ETFiShares Russell 2000 Value ETF (IWN)
19.66%20.29%
iShares Core MSCI Total International Stock ETFiShares Core MSCI Total International Stock ETF (IXUS)
18.78%19.37%
Vanguard Long-Term Bond ETFVanguard Long-Term Bond ETF (BLV)
23.87%18.44%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments