Minikadouglas avatar

Minikadouglas
🇿🇦 Growth ETF and Other Investor.
120 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 11, 2022
Lowest Cash
April 28, 2022
Average Cash

Portfolio Diversification

Range

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

Most Consistent Holdings

Top 5

avatarSCHD
99.91%
avatarVOOG
99.91%
avatarVOO
99.91%
avatarVONG
99.91%
avatarTAN
99.83%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
April 28, 2022
Lowest Exposure
March 11, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
98.94%

Top Countries

Top 5

Number of Instruments

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
21.36%26.79%99.91%-
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
19.17%23.36%99.91%-
Vanguard Russell 1000 Growth ETFVanguard Russell 1000 Growth ETF (VONG)
16.44%15.7%99.91%-
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
14.45%13.4%99.91%-
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
13.62%10.91%99.83%-
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
9.02%6.86%99.83%-
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
3.53%2.54%99.83%-
Invesco Solar ETFInvesco Solar ETF (TAN)
1.35%0.44%99.83%-

Exposure over time

Exposure by Sector

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
26.29%26.56%
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
22.38%24.15%
Vanguard Russell 1000 Growth ETFVanguard Russell 1000 Growth ETF (VONG)
14.02%16.6%
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
14.2%12.96%
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
10.16%10.99%
Vanguard Total International Stock ETFVanguard Total International Stock ETF (VXUS)
8.04%5.94%
Vanguard FTSE Emerging MarketsVanguard FTSE Emerging Markets (VWO)
3.51%2.33%
Invesco Solar ETFInvesco Solar ETF (TAN)
1.39%0.47%

Cash Exposure Over Time

Cash Exposure % Over Time