NateGration avatar

NateGration
🇦🇺 Growth Other Investor.
14 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
February 24, 2024
Lowest Cash
January 14, 2022
Average Cash

Portfolio Diversification

Range

Most Diversified
34 instruments
December 16, 2023
Least Diversified
0 instruments
February 24, 2024
Average
17.9 instruments

Most Consistent Holdings

Top 5

avatarVOO
93.75%
avatarVTI
93.29%
avatarVUG
84.21%
avatarIJR
66.59%
avatarSCHD
66.29%

Position Sizing

Analysis

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

Market Exposure

Analysis

Highest Exposure
January 14, 2022
Lowest Exposure
February 24, 2024
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

ETFs
88.71%
Technology Services
1.58%
Finance
0.99%
Electronic Technology
0.92%
Retail Trade
0.87%

Top Countries

Top 5

🇺🇸United States
6.49%
🇨🇦Canada
0.48%
🇨🇳China
0.19%
🇬🇧United Kingdom
0.17%
🇦🇺Australia
0.01%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
33.07%7.39%93.29%-
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
13.08%10%93.75%-
Vanguard Growth ETFVanguard Growth ETF (VUG)
12.27%7.12%84.21%-
iShares Core S&P Small-Cap ETFiShares Core S&P Small-Cap ETF (IJR)
4.84%0%66.59%8/1/2024
Schwab US Dividend Equity ETFSchwab US Dividend Equity ETF (SCHD)
4.38%0%66.29%7/24/2024
Invesco S&P 500 High Dividend Low Volatility ETFInvesco S&P 500 High Dividend Low Volatility ETF (SPHD)
3.4%6.97%57.82%-
Vanguard S&P 500 Growth ETFVanguard S&P 500 Growth ETF (VOOG)
3.33%0%55.07%1/22/2024
Vanguard FTSE All-World ex-USVanguard FTSE All-World ex-US (VEU)
2.7%0%55.07%1/22/2024
Global X Nasdaq 100 Covered Call ETFGlobal X Nasdaq 100 Covered Call ETF (QYLD)
1.72%0%55.07%1/22/2024
Vanguard Financials ETFVanguard Financials ETF (VFH)
1.64%0%55.07%1/22/2024
Global X SuperDividend ETFGlobal X SuperDividend ETF (SDIV)
1.55%0%55.07%1/22/2024
Invesco Solar ETFInvesco Solar ETF (TAN)
1.32%0%55.07%1/22/2024
iPath Series B S&P 500 VIX Short-Term FuturesTM ETNiPath Series B S&P 500 VIX Short-Term FuturesTM ETN (VXX)
0.98%0%2.59%2/23/2024
ARK Innovation ETFARK Innovation ETF (ARKK)
0.85%0%55.07%1/22/2024
ARK Next Generation Internet ETFARK Next Generation Internet ETF (ARKW)
0.73%0%55.07%1/22/2024
ProShares S&P 500 Dividend Aristocrats ETFProShares S&P 500 Dividend Aristocrats ETF (NOBL)
0.65%0%32.8%1/22/2024
BoeingBoeing (BA)
0.49%0%3.51%10/1/2024
ARK Genomic Revolution ETFARK Genomic Revolution ETF (ARKG)
0.47%0%55.07%1/22/2024
SnowflakeSnowflake (SNOW)
0.45%0%2.9%9/30/2024
SoFiSoFi (SOFI)
0.45%0%51.95%1/22/2024
Vanguard S&P 500 Value ETFVanguard S&P 500 Value ETF (VOOV)
0.45%0%6.86%4/1/2022
Invesco S&P 500 Low VolatilityInvesco S&P 500 Low Volatility (SPLV)
0.41%16.72%3.2%-
CrowdstrikeCrowdstrike (CRWD)
0.4%0%3.97%9/19/2024
RivianRivian (RIVN)
0.39%0%31.88%2/23/2024
DisneyDisney (DIS)
0.36%1.74%14.87%-
Global X Uranium ETFGlobal X Uranium ETF (URA)
0.35%0%37.99%9/15/2023
iShares Edge MSCI Min Vol USAiShares Edge MSCI Min Vol USA (USMV)
0.34%13.33%3.2%-
LiquidiaLiquidia (LQDA)
0.34%0%3.59%10/7/2024
AmazonAmazon (AMZN)
0.3%1.88%57.36%-
Berkshire HathawayBerkshire Hathaway (BRK.B)
0.28%0%41.88%12/18/2023
CamecoCameco (CCJ)
0.27%0%2.29%9/19/2024
CardanoCardano (ADA)
0.27%0%57.51%11/8/2024
NikeNike (NKE)
0.25%0%22.35%7/26/2024
AppleApple (AAPL)
0.21%0%16.78%8/19/2024
LululemonLululemon (LULU)
0.21%0%2.21%9/27/2024
AMDAMD (AMD)
0.21%0%12.81%8/21/2024
BitcoinBitcoin (BTC)
0.2%0%55.07%1/22/2024
BumbleBumble (BMBL)
0.18%0%39.59%6/29/2023
MicrosoftMicrosoft (MSFT)
0.17%0%5.87%9/13/2024
PayPalPayPal (PYPL)
0.17%0%38.9%6/20/2023
US Global Jets ETFUS Global Jets ETF (JETS)
0.16%0%31.05%3/7/2023
EthereumEthereum (ETH)
0.15%0%55.07%1/22/2024
PinterestPinterest (PINS)
0.14%0%1.45%9/30/2024
AdobeAdobe (ADBE)
0.14%4.85%3.51%-
BiogenBiogen (BIIB)
0.13%3.68%3.74%-
MastercardMastercard (MA)
0.13%0%1.22%8/14/2024
CapriCapri (CPRI)
0.13%0%36.46%6/29/2023
AlibabaAlibaba (BABA)
0.13%0%2.21%2/23/2024
UnitedHealthUnitedHealth (UNH)
0.13%3.66%3.74%-
CostcoCostco (COST)
0.12%0%1.14%8/13/2024
Bristol-Myers SquibbBristol-Myers Squibb (BMY)
0.12%0%3.2%2/23/2024
Dollar GeneralDollar General (DG.US)
0.1%0%1.14%2/23/2024
McDonald'sMcDonald's (MCD)
0.09%0%3.66%8/7/2024
Lam ResearchLam Research (LRCX)
0.09%0%0.92%9/30/2024
GMGM (GM)
0.08%0%26.01%1/22/2024
Charles SchwabCharles Schwab (SCHW)
0.08%0%8.47%7/18/2023
Estee LauderEstee Lauder (EL)
0.07%0%26.54%1/22/2024
JD.comJD.com (JD.US)
0.06%0%2.21%2/23/2024
Coca-ColaCoca-Cola (KO)
0.05%0%15.41%1/22/2024
Wells FargoWells Fargo (WFC)
0.05%0%0.46%8/19/2024
ImmunicImmunic (IMUX)
0.05%0%0.53%10/1/2024
NetflixNetflix (NFLX)
0.04%0%6.25%6/21/2022
Avid Technology Inc.Avid Technology Inc. (AVID)
0.04%0%8.47%11/9/2023
Card FactoryCard Factory (CARD.L)
0.04%0%0.46%10/1/2024
ZoomZoom (ZM)
0.04%0%7.78%4/13/2022
Under ArmourUnder Armour (UA)
0.04%0%8.7%12/12/2022
TeslaTesla (TSLA)
0.03%0%3.36%2/7/2024
UPSUPS (UPS)
0.02%1.65%1.37%-
QantasQantas (QAN.ASX)
0.01%0%1.91%1/22/2024
StellarStellar (XLM)
0.01%0%3.13%1/22/2024
XRPXRP (XRP)
0.01%0%3.13%1/22/2024
OccidentalOccidental (OXY)
0.01%0%1.6%1/4/2024
NVIDIANVIDIA (NVDA)
0.01%0%2.59%3/16/2023
OracleOracle (ORCL)
0.01%0%1.53%1/4/2024
AmgenAmgen (AMGN)
0.01%0%0.84%8/6/2025
StarbucksStarbucks (SBUX)
0.01%0%1.22%8/1/2022
SPDR S&P 500 ETFSPDR S&P 500 ETF (SPY)
0.01%0%1.75%7/25/2025
ARMARM (ARM)
0%0%0.08%9/15/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Vanguard Total Stock Market ETFVanguard Total Stock Market ETF (VTI)
44.69%44.33%
Vanguard Growth ETFVanguard Growth ETF (VUG)
32.97%33.7%
Vanguard S&P 500 ETFVanguard S&P 500 ETF (VOO)
22.34%21.96%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments